Mimir
Exposure intelligence
If you read it on Bloomberg, you’re already late.
Mimir reads ships, planes, satellites and ground sensors, then traces what they mean to the companies you hold. Every hop names its mechanism and carries its receipt.
- 4sensor classes
- 10chokepoints on AIS watch
- 49countries on GDELT watch
- ~5 minfastest refresh
Four feeds, one priority queue
The signals that move stocks before the print does.
Revenue follows physical activity by hours or days. Mimir watches the activity.
| Source | Refresh | Ticker map | Fail mode |
|---|---|---|---|
| AIS vessel positions (AISStream) | hourly rollup | shippers, oil, container, dry-bulk | dark boxes marked |
| ADS-B aviation (adsb.lol) | ~5 minutes | airlines, lessors, MRO | fail-closed |
| USGS earthquakes | ~15 minutes | fab regions, insurers, utilities | fail-closed |
| NASA FIRMS fires | hourly | utilities, insurers, ag | token-gated |
| GDELT events | hourly | country → sector exposure | partial visible |
| Satellites (CelesTrak) | ~2 hours | defense, satcom | N2YO fallback |
| NOAA space weather | ~5 minutes | satcom, grid, aviation | fail-closed |
AIS reaches only as far as the relay’s shore receivers. In the week to 2026-10-19 it saw steady traffic at the Danish straits, the Cape and Malacca.
It saw almost none at Bab-el-Mandeb, Suez, Hormuz, Panama, Lombok or Taiwan, and the product marks those No AIS coverage rather than calm.
The print lags the physical signal by hours, sometimes days. Mimir watches the source, not the wire.
How a signal lands
One event, traced from sensor to ticker.
A slowdown in the Malacca Strait is not a headline. It is a vessel count below its usual hour, then a curated map naming who depends on the strait, then your own names moving up. None of it waits for a story.
- T + 0hThe AIS rollup reads the strait
Vessels inside the Malacca box run at 0.6 of their 28-day baseline for the hour. That ratio is the stress score, published once the baseline holds a week of readings.
- T + 0hThe curated map fires
The strait’s entry in the transit dictionary maps the slowdown to tickers. Not a string match on “shipping”: a hand-built list of who depends on Malacca, each edge with its reason.
Malacca slowdown→Singapore refining, Asia-Europe boxes→PSX · VLO · ZIM · FRO - T + ~1hYour names surface
The hourly event ledger picks it up. If you hold ZIM, the event lands on your book at the position’s weight. If you only watch it, it joins the radar of events touching your watchlist and board pins.
- LaterThe story, if there is one
A slowdown that never makes the wire still moved your names. One that does finds them already on your board, beside the count that moved first.
The exposure graph
That path is one edge in a bigger graph.
Under the ranked feed sits a browsable ontology: sources connect to the mechanisms they trip, and mechanisms to the companies they move.
Walk it either way, and every edge carries its receipt: the basis, the source, and the date it was asserted.
Same intelligence, on a live map.
Browse instead of querying. Atlas is the map mode of Mimir: same feeds, same composite keys, a different question. “What is happening, where” instead of “what is exposed in my book.”
Click a point whose signal is in Mimir’s ledger and you land in Mimir with it selected. When separate anomalies line up, Atlas clusters them into a Situation, with the evidence trail that formed it.
vs the alternatives
Three places retail traders look first. None of them watch the source.
| Twitter / X | Bloomberg headline ticker | News terminals (RTRS, Benzinga) | Mimir | |
|---|---|---|---|---|
| Source of the signal | Whoever posts first | Reuters / wire desks | Wire feed | Sensors / sats / AIS |
| Median latency to event | Highly variable | Hours | ~Minutes after wire | ~5 min to ~1h, by feed |
| Ranked by your book | No | No | Watchlist filter only | Exposure-weighted |
| Mechanism cited | No | Buried in body | No | Named at every hop |
| Fail mode | Engagement bait | Black box | Silent drop | Fail-closed, visible |
| Annual cost | $0 – $96 | $31,980 | $1,200 – $9,000 | $348 (Pro, $29/mo) |
Competitor list prices retrieved 2026-07-08; Bloomberg list updated 2026-07-22.
Stop scrolling for the next disruption.
Mimir ranks it. Atlas shows you where. Both wired into your watchlist.