The Tradler

@philippeherlin Et donc ?

💥Les Français majoritairement convaincus de l'existence du Grand remplacement.

@0xminto @ethanrkho @friendscallmeap @ScottPh77711570 (not targeted at him, I wouldn't trust anyone else either)

@0xminto @ethanrkho @friendscallmeap @ScottPh77711570 Genuinely curious about the hypertrend stuff. Is it good? I wouldn't trust any of his numbers unless they are objectively measured like this HL account and with significant assets.

"Crypto is the dumbest market in the world" Scott Phillips (@ScottPh77711570) runs HyperTrend — $20M of his own capital, one losing year in six. His edge? Picking the table big firms can't sit at. "There's no second-best counterparty in crypto. You see crime, you run towards it — crime is the foundation of edge." We cover: - Why crypto still has edge in 2026 — even when your uncle is talking about Bitcoin at Thanksgiving - The simple rules (buy 20-day highs, top-20 coins) that print through any market - Why stacking trend + momentum + carry gets you there from a spreadsheet — no automation required - Price-insensitive buyers (Saylor), price-insensitive sellers (North Korea) & why both are permanent alpha - The 90-day Binance listing short — an edge hiding in plain sight in market maker contracts - Why most shit coins trend to zero — and how to trade the ones that don't - Building a tokenized, permissionless DeFi hedge fund on hyperliquid — 2 & 20, fully on-chain - Why the best quant firms are run by near-non-verbal autists with one translator Thank you so much @ScottPh77711570 for coming on the pod! Highlights: 01:04 Table selection and the math of competitive alpha 06:21 Why basic trend following yields outsized Sharpe in crypto 08:49 Why market inefficiency persists despite institutional inflows 14:58 Price insensitive buyers: Cults, VCs, and North Korean hackers 17:17 Factor analysis and the size-decay effect in shitcoins 25:40 The structural edge in mid-frequency crypto strategies 32:43 Tokenized DeFi vaults and on-chain hedge fund governance 40:43 Designing a robust portfolio: Equal weighting vs. MVO 44:21 Sourcing alpha from ghost chains and VC exit liquidity 49:58 Exploiting market maker contracts and post-listing drift 53:55 Operational alpha: Managing margin and manipulated funding rates 01:01:13 Shifting from quant to CEO 01:11:28 How to bridge the mentorship gap with elite traders 01:22:38 Building network triads: The secret to compounding social capital 01:29:23 Why 10x goals require total identity transformation

@0xminto @ethanrkho @friendscallmeap @ScottPh77711570 All you need is to sort the index by descending order.

@ethanrkho @friendscallmeap @ScottPh77711570 Absolute larp king

@0xSero How does it compare versus meshcore?

Things you should have - Part 1 - Portable Solar Panels - 400W or more preferably. - Meshtastic - Think of it like decentralised comms network irl You never know when you might need this

@dObernai Elle a regardé les boomers se gaver au buffet à volonté de l'état toute sa vie, maintenant elle assume de payer la facture pour protéger ses propres enfants.

La génération X, qui va partir à la retraite dans les prochaines années, n'a pas pu capitaliser. Elle a payé l'immobilier au prix fort et subi des prélèvements sociaux très élevés pour payer la retraite des boomers. Comment fera cette génération si on diminue les pensions ?

@robinebers @lubinho_k I agree. I live in the eastern side of Germany as a foreigner and friends are disgusted that AfD is the only "choice" to wake the system up because other parties refuse to accept reality as it is. Had nothing to do with German supremacism.

i don’t vote in german elections, but i did id definitely vote afd. i don’t think the party thinks german blood is better than foreign blood. that’s bullshit imo. of course there are extremists in the afd, no doubt about it. but the majority of people just believe that it’s time to be more selfish. you can’t take care of the world if you don’t first take care of yourself. america first. europe first. germany first. all the same and i genuinely believe they there’s absolutely nothing wrong with being selfish. protect your own people before anyone else. regulated quality immigration. not open borders. a lot of this is common sense imo, and completely normal in most countries. but in germany, naaah, you’re a right wing extremist.

I left Germany 7 years ago. And the longer I'm gone, the clearer I see it: this country is heading for a wall. Germany is in serious trouble. Economically and politically. The economic part can probably be fixed if people really commit. The political part, I'm not so sure. Most Germans don't see it because they're too close to it. If you want to understand Germany, you need to understand one thing: World War II left a trauma in our DNA that still shapes how we think, judge, and react. It's a living operating system. Germans, especially the educated elite, see the world through a moral lens first, a pragmatic lens second. But it makes honest conversation about real problems almost impossible. In 2015, over 800,000 refugees came to Germany in a single year. Merkel said "Wir schaffen das" (we can do this), and the media ran with it like a PR campaign. Professors were cited saying refugees would lift the economy. BILD, the biggest tabloid, printed "Refugees welcome." Thousands of Germans showed up at train stations, applauding as refugees arrived. I remember watching this thinking: something else is going on here. Of course many people were genuinely warm. But for a lot of them, it felt like a chance to finally show the world (and themselves) that Germany can be the good guys too. Decades of guilt, and here was a moment to redeem it. Emotional, collective, and not up for debate. That's the part that broke things. Millions of Germans had real concerns. Not because they were Nazis. Because they were worried about capacity, integration, safety, money. But those concerns were not represented in the media. Not in politics. Not anywhere. If you raised them, you were brushed aside or associated with the far right. And German media, dominated by progressive, academic city people shaped by that same WW2 guilt, did PR for the government instead of holding it accountable. This is when Germany lost millions of voters to the AfD. The AfD caught every person who felt unheard. Yes, there are extremists in that party. But there are also a lot of normal people who just wanted someone to acknowledge their concerns. Instead of engaging with that, the political establishment built a "firewall." Whatever the AfD proposes gets rejected by all other parties. No discussion. Just: they're far right, so we don't talk to them. This makes the political climate toxic. If the AfD says the sky is blue, the other parties have to disagree. Whatever they propose, you have to be against it, otherwise you're one of them. Here's what bothers me the most: the AfD has never governed. Not once. All the problems Germany has right now were created by the parties in power for the last 30 years. Insane bureaucracy. A pension system so broken it needs tax money to survive. Housing so expensive normal people can't afford it, and so many regulations developers can't build their way out. In Cologne, you can't build higher than the cathedral. That's an actual rule. I live in Bangkok, skyscrapers everywhere, room for people to live. Germany can't do that because there's always a rule preventing it. But instead of taking accountability, the old parties and media point at the AfD and say: those are the real troublemakers. Easier than looking in the mirror. The CDU, which used to be the people's party, can't coalition with the AfD without being destroyed by the left. So it's forced into coalitions with parties that don't represent what CDU voters actually want. A political system that's totally gridlocked. I don't think the AfD will solve any of these problems. They're populists. But the way the rest of Germany is acting, the denial, the finger-pointing, the refusal to have an honest conversation, that won't help either. It'll only make things worse.

@lubinho_k @robinebers I don't think so. Some dummies like everywhere else perhaps, but other than that what I'm seeing is that many people end up voting AfD because it's the only political party that talks about the problems that come with mass immigration.

@robinebers @thetradler The programmatic core in east Germany is pretty disgusting. They absolutely believe in German blood bullshit narratives.

@aljes @levelsio You just confirm what I said. Income tax is higher in Germany, but France uses its creativity to tax you elsewhere. ^^

@thetradler @levelsio looking at what the government labels income tax and thinking that’s the only income tax is naive french government even has some of your taxes nominally paid by your employer and then claims since you’re not filing it yourself it doesn’t come from your salary

Amazing summary of what went wrong in Germany

@HolzheuStefan People would install plug-and-play batteries if they didn't have to pay 20 cents/kWh in taxes/charges anyway. The price-signal is f*cked in Germany because of that. Let the market price significantly move the final price and consumers will invest in batteries.

Solche Tage werden wir öfter sehen. Eine lösungsorientierte Wirtschaftsministerin würde versuchen, den #Batteriespeicher-Ausbau zu beschleunigen. Eine Wirtschaftsministerin, die eigentlich Gaslobbyistin ist, natürlich nicht.🤷‍♂️

@Hirn_aus_Hack Don't forget to add the 20 cents of taxes/costs in Germany. ^^

Aktuelle Börsenstrompreise: 10-15 Ct/kWh, wenn Gas den Preis vorgibt 0-5 Ct/kWh, wenn viele Erneuerbare im Netz sind. Und jetzt ratet, wofür sich die CDU gerade ins Zeug legt und was ausgebremst werden soll. Die Union kann dankbar sein, dass die #Bild für deren Wähler "denkt".

@dad3zero C'est peut-être le moment d'arrêter de vendre tes données pour trois fois rien et passer à l'IA locale. ^^

Dites, c'est moi ou le "cadeau" de Claude pour un "usage supplémentaire" n'en n'est pas un ? 🤔 La réinitialisation de mes tokens hebdo est passée du samedi minuit au dimanche 14h… Soit 38h dans les dents…

@blwiertz Please don't be lazy and tell us exactly what is wrong or false in what he says?

Being Anti-Europe is such a good engagement farming strategy its insane X is certainly a glimpse into the culture of a specific subset of people, and this cultural conditioning is concerning.

@engelmann_tim @oroborous Are you from the German bureau of real jobs? Whether you like it or not doesn't matter, if he's making a living from YT then good for him and good for society as he pays his share of SS & taxes, unlike unemployed people who live on welfare.

@thetradler @oroborous Complaining about taxes and unemployment benefits for “lazy people” while his full-time job is being a YouTuber. Dawg, you don’t get to complain about people not contributing to society if you don’t actually have a real job.

Half of his points are valid concerns, the other half only exist in online discourse and almost none of them will be solved by moving to Japan. And yet, everyone will clap like conditioned seals and thank him for publishing this "brave video". Algorithms have cooked an entire generation

@aljes @levelsio Income tax is much higher in Germany than in France, though overall France wins at that in other creative ways.

@levelsio funny how it sounds like describing france except the numbers mentioned in the tax section are rookie numbers (can’t wait for the revolution)

@Ilya_zakharov8 @KrieEis @RadicalFalk It's more complicated than that. The exit tax does not need to be paid if you own a biz, you can defer it but if you sell/close your biz later on, then Germany will ask for its share (which sounds right to me) based on the exit tax assessment. A holding makes it simpler.

@KrieEis @RadicalFalk That's horrible to know that they don't even allow you to leave peacefully when you provide greater value to the society. It's really demotivating to build business here knowing all of that

I'm leaving Germany | Brutally Honest Review

@ArneTheGreatest @RadicalFalk In the 1990s in the eastern part, having more than 2 children was generally badly perceived because of a lack of work available. Now it's because they can't afford more than 2 as both parents must work.

I wonder why Germans are anti-children. Are they simply highly individualistic hedonists who see children as a cost to their pleasurable individualistic life? And in Japan they have so many services for families/kids because maybe they want to revitalize their demographics while Germans still have some historical ghosts that haunt them?

@LapizzaJaime @sc_cath Oui, c'est le pilotage stratégique de l'état dont je parle. Accélérer face au mur, dans l'espoir que peut-être, le mur ne tiendra pas. ^^

@thetradler @sc_cath Ca ne change rien parce qu'il y a une offre contrainte. Pour augmenter l'offre il faut toucher PLU et d'autoriser à construire haut en zone dense et à utiliser le foncier ailleur quand il y en a. Si le prix du m2 est > €10K à Paris c'est pas à cause des coûts de construction.

C’est Kévin qui les perçoit. Subventionner la demande sur un marché inélastique, c’est juste gonfler les prix.