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Social signals and algorithmic trading of Bitcoin (1506.01513v2)

Published 4 Jun 2015 in cs.SI and q-fin.TR

Abstract: The availability of data on digital traces is growing to unprecedented sizes, but inferring actionable knowledge from large-scale data is far from being trivial. This is especially important for computational finance, where digital traces of human behavior offer a great potential to drive trading strategies. We contribute to this by providing a consistent approach that integrates various datasources in the design of algorithmic traders. This allows us to derive insights into the principles behind the profitability of our trading strategies. We illustrate our approach through the analysis of Bitcoin, a cryptocurrency known for its large price fluctuations. In our analysis, we include economic signals of volume and price of exchange for USD, adoption of the Bitcoin technology, and transaction volume of Bitcoin. We add social signals related to information search, word of mouth volume, emotional valence, and opinion polarization as expressed in tweets related to Bitcoin for more than 3 years. Our analysis reveals that increases in opinion polarization and exchange volume precede rising Bitcoin prices, and that emotional valence precedes opinion polarization and rising exchange volumes. We apply these insights to design algorithmic trading strategies for Bitcoin, reaching very high profits in less than a year. We verify this high profitability with robust statistical methods that take into account risk and trading costs, confirming the long-standing hypothesis that trading based social media sentiment has the potential to yield positive returns on investment.

Citations (169)

Summary

  • The paper demonstrates that digital social signals like opinion polarization and emotional valence can forecast Bitcoin price increases through VAR impulse analysis.
  • The paper employs VAR modeling and backtesting to develop trading strategies, achieving Sharpe Ratios over 1.75 and outperforming traditional methods.
  • The paper highlights that integrating economic and social data yields robust trading outcomes, even under the impact of moderate trading costs.

Insights into the Role of Social Signals in Bitcoin Trading: An Analytical Approach

The paper "Social signals and algorithmic trading of Bitcoin," authored by David Garcia and Frank Schweitzer, provides a comprehensive exploration of leveraging digital social signals for algorithmic trading in the highly volatile Bitcoin market. This work integrates various economic and social datasets into the design and evaluation of trading strategies, thereby offering insights into the dynamics underlying the profitability of these strategies. It underscores the intersection of computational finance, behavioral science, and information retrieval methods to harness digital traces of human behavior from platforms like Twitter in influencing algorithmic trading decisions.

Methodological Framework

The researchers employed a Vector Auto-Regression (VAR) model, an established technique in time-series analysis, to examine multidimensional data inclusive of economic and social signals. The paper focuses on identifying which signals presage fluctuations in Bitcoin prices. The primary economic signals analyzed include market growth, trading volume, and Bitcoin usage as a currency, while social signals encompass search volumes, word-of-mouth, emotional valence, and opinion polarization derived from Twitter data about Bitcoin.

The impulse response analysis conducted reveals key temporal relationships between economic and social variables. Crucially, it identifies that increments in opinion polarization and exchange volume precede Bitcoin price increases, while emotional valence enhances those preceding opinion polarization and rising exchange volumes. This finding suggests the potential of digital sentiment indicators to forecast financial returns, an ethos that was rigorously evaluated using backtesting simulations over a historical dataset.

Strategic Implications and Results

Four distinct strategies were devised based on the observed dynamics: predictions driven by valence, polarization, exchange volume, and a combined strategy leveraging inputs from all three signals. Remarkably, backtesting results demonstrate the efficacy of the polarization and combined strategies, which outperformed random and classical technical trading strategies such as momentum and relative strength index (RSI). With Sharpe Ratio values exceeding 1.75 in some cases, these strategies indicate a substantial return on investment, calculated over a leave-out sample period.

Practical Considerations

The paper methodically addresses the practical aspects of trading strategy implementation, including the impact of trading costs and the implications of restricting positions to be closed at the end of each trading day. Results indicate that even with moderate trading costs, styled strategies maintain profitability, emphasizing the robustness of these models in real-world applications.

Theoretical and Future Directions

The findings extend existing literature on the significance of social signals in predicting market behavior, positing that the inclusion of emotional and polarization factors offers a nuanced understanding of trading dynamics. The implications are far-reaching, not only applicable to cryptocurrency markets but also potentially enriching stock trading paradigms where social media sentiment plays a significant role.

However, the authors caution against over-reliance on backtesting results as predictors for future success given the adaptability and learning capacity of financial markets, particularly in response to publicly available trading strategies. Future research could involve the implementation of real-time strategy adaptation and the inclusion of more complex models with nonlinear components to capture deeper market nuances.

In conclusion, Garcia and Schweitzer's work facilitates a critical dialogue on the integration of social signals into trading activities, presenting a methodologically sound approach with both immediate practical utility and profound theoretical contributions to computational finance and socio-economic studies.