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Filos Lite Paper

By July 2022, there are already more than 83 million people who have created unique Bitcoin wallets on Blockchain.com. A staggering 89% of American adults have heard of Bitcoin, but only 24% of Americans said they understand how cryptocurrency works. Millions of tweets and news are generated per day, but it is not easy for users to digest the vast quantity of information, and many of them are not even free. One of the big challenges is to access the data, understand the data and visualize the data. Why this is a big challenge? Because in Web2, users provide their data and get the "free" service from the companies, and the companies will directly or indirectly use the data from the users. While those centralized companies made a profit on the data provided by the user, the users didn't own their data. Because of the blockchain technique, new protocols can be created on the new infrastructure that can provide decentralized service to web users, and users can provide the data but at the same time, they also own their data, and they will own the network by owning the coin in the network.

Filos is a decentralized autonomous organization (DAO), which is a member-owned community without centralized leadership. It is designed to lower the barrier for users to access, understand, and visualize the data in a decentralized way. It is an AI-powered Web3 portfolio management platform that will rebuild the finance to make it easy for everyone to manage their portfolio without any tech barriers.

To achieve this goal, Filos will utilize Artificial Intelligence and Blockchain technology. Starting from Ergo and Cardano, and ultimately will expand to multiple chains like ETH, DOT, etc. Confucius said in the Analects - Yan Yuan that "all men are brothers“, we believe members in Filos are in a family, our friends, and will achieve the goal together. The rest of the white paper will go over the work that the team has done, the framework, and the roadmap.

Preliminary Work

The team has done some preliminary work on the financial data sourcing and data analysis on the financial. For example, more than 8k stock pricing data, 1k Crypto price data, and 10 million Twitter data related to Crypto. We have also built the discord bot to provide the analysis and access of those data to our members in the DAO. The team is also working on Crypto news data and analysis. Shortly, the team will train the AI model to process those data, and members in the DAO can also access those analysis. All of those will be available on discord, in addition, the future reward and governance would be on discord as well. We will also build a website to show our data analysis, visualization information and various services, which contains crypto wallet and users can log in the website through discord. Some examples are NLP-based data inquiry, token authentication system, and community data participation framework.

And this is the final prototype submission video for the Tosi Hackathon:

Filos Framework

There are a lot of difficulties for data analysis on financial data, especially on Crypto data. Just list a few, Crypto markets are more sensitive and volatile than the stock market, and traditional strategies don’t work well; Resources about understanding trends in the crypto markets are disjointed and inaccessible; There is a current lack of mature automated, and easy-to-use crypto trading tools that can help people with managing their portfolios; Very little tooling in recognizing cross-chain opportunities. To tackle those difficult problems, Filos would integrate Artificial Intelligence (AI), Natural Language Processing (NLP), and blockchain technology.

Screen Shot 2022-07-27 at 2 18 54 PM

Users can interact with the Filos platform which is AI-powered, for the stock analysis and recommendation, crypto analysis, and recommendation, NFT and DeFi market analysis and recommendation, Crypto news sentiment analysis, etc. The AI can consider multiple variables, building more complex models than traditional strategies to make the decision more precise, and the AI model is built and tested on the data so it is more objective compared to a human. In addition, AI can automatically find out the opportunities and manage the portfolio for the users, so that users don't need to sit in front of the computer 24 hours a day.

In addition, the Filos platform will be open to all users who want to explore their investment strategies and benchmark their strategies, and it will provide the financial data and analysis for users easily, largely lowering the barrier of accessing data for users who don't have a tech background.

There are four main parts to the Filos platform.

1. Data Module in Web2 and Web3

Filos platform will provide an easy-to-use product for users to access data, analyze and visualize data on Web2 and Web3. The data can be the social media data like twitter's data, financial data like crypto market and stock market data, financial news, etc. In addition, it also includes the data in Web3, like different DeFi data, NFT data, and other on-chain data.

The AI and NLP technology would be used to process and analyze the data in Web2 and Web3.

2. Education in Web3

We believe education is crucial in Web3, unfortunately, a lot of users enter the Web3 world with no idea what is DeFi, what is blockchain, what is AI, etc. It is not only important for the investors but also for the next generations, like undergraduate students, and high school students, especially for women and underrepresented students.

One product that Filos will bring is the Soul bounded NFT to education, while the concept of Soul bounded NFT is proposed by Vitalik Buterin, founder of Ethereum. Users can provide Web3 education on the Filos platform, and they can also learn blockchain and Web3 easily on the Filos platform, and they can also earn tokens during this process (The so-called play to learn and earn). The Soul bounded NFT would be their identity in Web3, just like your ID or the CV in Web2 (e.g., LinkedIn). Every user would have the unique Soul bounded NFT, which is based on their experience on the Filos platform. It would represent how the users use the product, the knowledge of the users in Web3, etc. We want to bring the real utility of NFT, instead of any speculation.

3. Decentralized AI-Powered Portfolio Management

We believe the decentralized AI would be the key to portfolio management, as the AI can automatically process and analyze the data 24 hours a day, and it is also much faster than humans. The AI technique combined with Natural Language Processing (NLP) technique will be used to process the financial data, including the quantitative and qualitative data, and generate features to train the AI model. We will explore different AI techniques, from the traditional Neural Network, Recurrent Neural Network, to the latest Deep Learning technique. Ultimately, all data would be stored on-chain and the AI model would also be stored on chain, and the training of AI will also be decentralized to make it transparent and accessible to everyone.

4. Governance

As a DAO, governance is very important. Filos would give the voting power to each user who holds the token of the network. In addition, Filos would also propose the staking & conviction vote concept, while users can lock their tokens for staking reward and also vote with the conviction so that they would have higher voting power. For example, one user A who has 100 tokens would have 100 voting power, and another user B who has 1k token would have 1k voting power, so the user B would always win in the governance for the future of the DAO, but with the conviction, user A can lock the token for 3 months for 30x voting power and earn the staking reward, but user B didn't lock his token. So finally user A's voting power is 100x30 = 3000, much higher than user B with only 1000.

The governance vote could happen on Discord and users can also propose Discord, so it would be more convenient for users who don't have a tech background.

The Filos protocol would like to have every user participate and it will evolve with the government. So users can propose to decide which AI model would be used for the portfolio management, users can make a proposal and decide which data should be analyzed, and users can make a proposal and decide which assets and which chain would be included in the portfolio, etc.

Roadmap

1. Micali Era

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“Collaboration always wins over competition... and is more fun, too.”
Silvio Micali (Zero-knowledge proof, Turing award)

Objective: Web2 data sourcing. A pipeline to collect all Web2 financial data and provide service.

  • Build a pipeline to get the stock price data
  • Build a pipeline to get the crypto price data
  • Build a pipeline to get the crypto and financial news data
  • Build a pipeline to get Twitter data
  • Build pipeline to get discord data
  • Build API for data access
  • Explore other types of financial data from the community
  • Build a website to show the prototype of the platform

2. Andrew C. Yao Era

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"To succeed, we should always ask the 'whys' and 'why nots.'"
Andrew C. Yao (Computational complexity theory, Analysis of algorithms, Yao’s principle, Cryptography, Turing award)

Objective: Launch AI product for analyzing Web2 data

  • Apply NLP to analyze the crypto and financial news
  • Train different AI models on the financial data and launch the product on discord and website
  • Organize events and get the community involved to test the AI product and improve the AI product

3. Donald E. Knuth Era

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“We should continually be striving to transform every art into a science: in the process, we advance the art.”
Donald E. Knuth (The Art of Computer Programming, Turing award)

Objective: Launch token and the token for using the data service

  • Launch the testnet
  • Launch the Token
  • Data service using the token

4. John von Neumann Era

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“All stable processes we shall predict. All unstable processes we shall control.”
John von Neumann (Pioneered the modern computer, game theory, nuclear deterrence, Turing award)

Objective: Integrating Web3 DeFi and NFT data into the pipeline, and rewarding users for providing data

  • Access the on-chain data and NFT data
  • Launch the "contribute-to-earn" initiative that users can provide data and earn tokens
  • Improve the product and pipeline, and be ready for the fully decentralized mainnet
  • Launch the bot for trading

5. Alan Turing Era

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"Sometimes it is the people no one imagines anything of who do the things that no one can imagine."
Alan Turing (Pioneered theoretical computer science and AI, huge contributions to cryptology)

Objective: Decentralize all data in Web3!

  • Mainnet to decentralize the data, it will be on the blockchain

6. Yoshua Bengio Era

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"I do really believe that creativity is computational…It is something we understand the principles behind. So, it’s only a matter of having…neural nets or models that are smarter. That understand the world better."
Yoshua Bengio (A founding father of deep learning, Turing award for AI)

Objective: Decentralize AI on the blockchain, analyze data, and assess the credit and quality of DeFi and NFT projects in Web3

  • Launch the product of decentralized AI
  • Test and Launch the product for the on-chain credit analysis of DeFi and NFT projects

7. Yann LeCun Era

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"Our intelligence is what makes us human, and AI is an extension of that quality."
Yann LeCun (Turing award for AI)

Objective: Innovative educational NFTs

  • Launch the Soul-bound NFT for education
  • Launch innovative education-based NFTs for our "play, learn and earn" initiative

8. Geoffrey Hinton Era

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"In science, you can say things that seem crazy, but in the long run they can turn out to be right. We can get really good evidence, and in the end the community will come around."
Geoffrey Hinton (Turing award for AI)

Objective: Decentralizing asset management using AI on the blockchain.

Disclaimer

As of the date of publication, this document does not constitute advice nor a recommendation by the Filos team, its officers, directors, managers, employees, agents, advisors, or consultants, or any other person to any recipient of this document on the merits of purchasing, otherwise acquiring, or holding Filos Tokens or any other cryptocurrency or token. The purchase and holding of cryptocurrencies and tokens carry substantial risks and may involve special risks that could lead to a loss of all or a substantial portion of any money invested. Do not purchase tokens unless you are prepared to lose the entire amount allocated to the purchase. Filos Tokens, if and when they are created and made available, should not be acquired for speculative or investment purposes with the expectation of making a profit or immediate re-sale. They should be acquired only if you fully understand the intended functionality of the Filos Tokens, and you intend to use the Filos Tokens for those purposes only, and it is legal for you to do so. No promises of future utility or performance or value are or will be made concerning Filos Tokens, including no promise any of Filo's networks will be launched, no promise of inherent value, no promise of any payments, and no guarantee that Filos Tokens will hold any particular value. Filos Tokens are not designed and will not be structured or sold as securities. Filos Tokens will hold no rights and confer no interests in the equality of the Filos business or any future Filos platform.

This whitepaper is not a prospectus or disclosure document and is not an offer to sell, nor the solicitation of any offer to buy any investment or financial instrument or other product in any jurisdiction and should not be treated or relied upon as one. Any distribution of this whitepaper must be of the complete document including the cover page and this disclaimer and the accompanying boilerplate in their entirety. All information in this document that is forward-looking is speculative and may change in response to numerous outside forces, including technological innovations, regulatory factors, and/or currency fluctuations, including but not limited to the market value of cryptocurrencies.

This whitepaper is for information purposes only and will be subject to change. The Filos team cannot guarantee the accuracy of the statements made or conclusions reached in this whitepaper. The Filos team does not make and expressly disclaims all representations and warranties (whether express or implied by statute or otherwise) whatsoever, including but not limited to: any representations or warranties relating to merchantability, fitness for a particular purpose, suitability, wage, title or non-infringement; that the contents of this document are accurate and free from any errors; and that such contents do not infringe any third party rights.

The Filos team and operators shall have no liability for damages of any kind arising out of the use, reference to, or reliance on the contents of this whitepaper, even if advised of the possibility of such damages arising. The Filos team believes that the information reproduced in this whitepaper is accurate and that the estimates and assumptions contained herein are reasonable. However, there are no assurances as to the accuracy or completeness of any included information.

No regulatory authority has examined or approved any of the information set out in this whitepaper. The publication, distribution, or dissemination of this whitepaper does not imply compliance with applicable laws or regulatory requirements.