Blake Shaw Co-Founds NextLeap, Launches CoreX Intelligent Strategy System

In an era where technological waves and structural financial transformations are rapidly converging, veteran trading expert Blake Shaw joined forces with fintech specialist Bird Grant to officially co-found a next-generation investment advisory platform—NextLeap—in Q2 2022. Alongside the launch, they unveiled their flagship product: the CoreX Intelligent Strategy System, designed to provide integrated, cross-asset decision support for both equity and digital asset investors.

Blake Shaw, renowned on Wall Street for his sharp market insight and rigorous risk control, has spent over two decades managing multi-asset portfolios through volatile market cycles—including the 2008 financial crisis, the 2018 correction, and the 2020 pandemic crash—successfully limiting drawdowns and delivering stable returns. This new entrepreneurial venture marks his proactive embrace of fintech’s long-term trends and reflects a critical evolution in his investment philosophy—from “expert-driven” to “system-intelligent.”

“Today’s investment environment is more complex than the human brain can process. Emotion-driven behavior and fragmented information have made traditional research methods increasingly inefficient. We need a system that truly understands market logic and can adapt in real time to help investors make precise decisions and execute decisively,” Shaw stated in an interview.

With this vision, he and Bird Grant spearheaded the development of CoreX—an intelligent decision engine that integrates AI algorithms, on-chain data analytics, quantitative models, and risk control mechanisms. The system serves a wide range of users, including stock investors, crypto asset holders, and multi-asset allocation institutions. CoreX continuously analyzes over 3,000 global equities and 200+ mainstream digital assets, combining on-chain behavior with macroeconomic factors to generate dynamic asset allocation strategies.

The standout feature of CoreX is its proprietary “Multi-Factor Alpha-Stack” strategy framework. This architecture blends multiple alpha signals—trend-following, momentum reversal, on-chain sentiment, fundamental scoring, and valuation weighting—and features self-learning capabilities that adapt factor weightings based on evolving market conditions. In its Q2 2022 backtest, CoreX achieved a quarterly portfolio return of 13.6% while maintaining a maximum drawdown below 3.2%, even in highly volatile markets.

In addition to strategy generation, CoreX includes “OnChain Pulse,” a real-time blockchain behavior monitoring module. It tracks over 100,000 crypto wallets, monitors smart contract deployments, DeFi liquidation events, and anomalous capital flows. Notably, 48 hours before the sharp crypto market correction in June, OnChain Pulse identified a concentrated USDT cross-chain transfer signal and issued early risk alerts—earning praise from institutional clients for its predictive insight.

Furthermore, CoreX embeds a comprehensive risk compliance layer, integrating rulebooks from major financial regulators such as the SEC, FINRA, and MiCA. The system features dynamic exposure management, KYC/AML address recognition, and automated policy adaptation to offer a secure, globally compliant execution environment.

The launch of NextLeap is not merely a product debut—it represents the crystallization of Blake Shaw’s 25 years of trading expertise into a scalable, replicable intelligence framework. “We’re not just building a tech solution; we’re creating a future investment paradigm that fuses technology and cognition—where experience becomes model, and intuition becomes system,” he said.

“The next winners in the market won’t be those who take the biggest bets, but those who first arm themselves with the tools of insight and technology,” Shaw declared with conviction.