Jonathan

1.3K posts

Jonathan

Jonathan

@JonathanPanny

Spent 15 years closing deals. Now opening new doors

가입일 Ocak 2025
98 팔로잉19 팔로워
Jonathan 리트윗함
Aadil Bassa, CFA
Aadil Bassa, CFA@aadilbassa_·
Photonics is the trade of the decade We got in early. The AI bottleneck keeps moving. First it was compute → $NVDA won Then memory → $MU and SK Hynix ran Now it’s interconnects Moving data between chips at AI speed. Copper is done. Light is next. We positioned across the photonics stack before the crowd showed up, from materials to lasers to foundries to transceivers. Here’s what I’m holding: $SIVE / $SIVEF The one nobody was watching. Now confirmed as a laser supplier for 1.6T transceivers going into hyperscaler data centers. Tied into next-gen architectures. NASDAQ listing plans just hit. Institutions starting to move in. Feels like the last undiscovered chokepoint. $AAOI Fully vertically integrated transceivers and even makes its own lasers. Serious hyperscaler demand already showing up. April 30 earnings = big moment. $AXTI This is upstream. Indium Phosphide = critical for AI lasers. No InP → no lasers No lasers → no photonics No photonics → no scaling Most overlooked part of the chain. $COHR Picks and shovels. Scaling advanced InP wafers. Backed and booked out years. Positioned across multiple optical growth areas. $LITE Could be sold out through 2028. Massive growth, strong backlog, already landing early CPO orders. Watch this closely; it’s a signal stock. $SOI Quiet monopoly. Every silicon photonics chip needs SOI wafers. Huge IP moat. Market still catching on. $TSEM Key foundry for silicon photonics. Scaling capacity hard with long-term demand locked in. Critical piece of the ecosystem. $SMSN.L Only one doing memory + logic + packaging + photonics. As AI scales, full-stack players win. Still cheap vs peers. $EWY Memory is the other bottleneck. SK Hynix leading HBM. Demand not slowing. This gives broad Korea semi exposure. This isn’t hype. It’s physics. AI isn’t just about compute anymore. It’s about moving data. And the shift from copper to light is happening now. Institutions are just starting to figure it out. Shoutout to the leaders in the space on X. I have got most of my education from them. They are a must follow in the space @crux_capital_ @PhotonCap @damnang2 @aleabitoreddit @ParadisLabs @jukan05
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Pichapen
Pichapen@pichapen·
If you could choose a location to do remote work in Bangkok, where would it be and why?
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Ethan Kho
Ethan Kho@ethanrkho·
"If you're not getting a Sharpe of 2 in crypto, you're not very good." Scott Phillips (@ScottPh77711570) runs HyperTrend, a mid-frequency crypto fund trading $20M of his own capital. Scott on why the edge still exists: "There's no second-best counterparties than crypto." "Crypto is riskier than stocks. Bitcoin has regular 80% drawdowns. Most people aren't willing to put up with that. Most people aren't stupid like me." "Quant finance is a known thing. You're not reinventing the wheel. You do exactly the same thing as everyone does." "At small scales, you can realistically achieve Sharpe ratios above 3." "A retail Joe Schmo, no automation, can realistically target Sharpe 1.5 in crypto." "I can give you rule sets a 5-year-old could execute." "Top 20 cryptos. Hold anything within 5 days of a 20-day high. Equal weighted, no portfolio magic. Sharpe 1.3 through bull and bear markets." "Carry works about Sharpe 1.6. Momentum 1.4 to 1.7. Trend 1.3 to 1.4. Throw them together equal-weighted — Sharpe 2 on daily execution." "You could execute it from a spreadsheet."
Ethan Kho@ethanrkho

"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

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Ethan Kho
Ethan Kho@ethanrkho·
You can pump a $50M coin to $1B with $1.5M of real buying. Scott Phillips (@ScottPh77711570) on how new token listings actually work: "There's a huge industry of market makers operating out of Dubai. Their business model is: we're gonna pump your coin, and we want 30% of the profit when we dump it on exit liquidity day." "They run the ball up. Buy, sell, buy. Create momentum ignition. Retail finally buys in the middle of a bull run — and then it dumps." "Buying 20-day highs works best on the top decile. By the fourth decile, you get negative momentum effects." "Anything in the bottom 20% of market cap on Binance perps that makes a 20-day high — short it. That is a very strong edge." "The market maker contract runs 90 days. It's priced as a call option on the 7-day VWAP after launch." "Once the strike kicks in, delta hedging from market makers drives these coins down." "Wait 7 days. Short it for 90 days. I kid you not." "That's not an edge big enough for institutional. That's an edge for retail guys with a small account."
Ethan Kho@ethanrkho

"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

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Allen Braden
Allen Braden@allen_explains·
This 2-hour Stanford lecture breaks down how models like ChatGPT and Claude are actually built, clearer than what many people in top AI roles ever get exposed to. Save this and set aside two hours today. It might end up being the most valuable thing you learn all week.
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Hans Amato
Hans Amato@HansAmato·
The gym bro eating 200g protein a day has the same testosterone as his 55 year old dad Half that protein is rotting in his gut instead of building muscle His stomach acid is gone. Protein isn't breaking down. Bacteria are feeding on the undigested food and producing a toxin that goes straight into his blood That toxin suppresses the cells in his balls that make testosterone. Directly So he eats more protein. His gut ferments more of it. More toxin. More inflammation. Lower T. Worse recovery. Less muscle. More fat around the waist His doctor says 380 is "within range" Meanwhile the guy at his gym who eats less, trains 3x a week, and tracks nothing is growing faster His gut works. Same chicken breast. One guy turns it into muscle tissue. The other turns it into bacterial fuel Had a client drop from 200g to 120g protein while we fixed his gut. Put on more size in 8 weeks than the previous 6 months Ate less. Grew more Because he was finally absorbing what he ate instead of fermenting it Your gains are behind your digestion full breakdown on my substack. link in bio
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ꪆৎ
ꪆৎ@fairiehaze·
every girl problem
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Victor Scott
Victor Scott@VictorFromDE·
“Herpes” accidentally cured. This happens frequently with chlorine dioxide. Take it for one thing and something else is cured. It also happens with anything antiparasitic in general. Look up the book “Accidental Cure” by Dr. Simon Yu. BTW, herpes is another virus hoax. It doesn’t exist.
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Alex Olim
Alex Olim@alexolim_·
This guy took a brand‑new app to #1 overall in the App Store and 1,000,000 downloads in under 3 days. For the FIRST TIME, he breaks down exactly how he did it, and we’re posting the full, RAW conversation right here on X To be clear, this is his first and only podcast on this playbook... And a little more context: this wasn’t luck. @Jibran_05 has taken 4 different apps to #1 in the App Store, including one that did $1.5M in 3 days and outranked ChatGPT He did it with a handful of creators, zero paid ads, and a product philosophy that blew my mind Here’s the core of what he taught me: > Your product and your marketing are not two separate things; they're the same thing. > What goes viral on TikTok is product validation. > What you learn from a hit video should change your UI, your App Store screenshots, your icon He ran that loop obsessively.. For his 2025 Wrapped app, he spent hundreds of hours in Figma asking one question: > “How does this look on TikTok?” Then he tracked: 1. What users screenshotted 2. What they shared to Snapchat 3. What slide they dropped off on The result was a #1 overall app in the App Store. Above EVERYTHING. Now he’s building lightreel.ai because he realized he was spending hours every day doom‑scrolling TikTok looking for hooks and formats that worked So he built an AI to do it for him: > You tell it your app. > It tells you what to post, what’s trending in your niche, and what’s wrong with your existing videos. We go deep on all of it in this conversation. If you run a consumer app, this is the most useful 49 minutes you’ll spend this week
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Roan
Roan@RohOnChain·
This 2 hour Stanford lecture will teach you more about how LLMs like ChatGPT & Claude are built than most people working at top AI companies learn in their entire careers. Bookmark this & give 2 hours today, no matter what. It'll be the most productive thing you do this week.
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Th0r
Th0r@Thzer0r·
Now apply this mentality to everything.
Pyrate@CEOLandshark

Alex Becker @ZssBecker to his private FB Group in 2020. He sold Hyros for $110M+ this year. "What's that, 5 hours of work? You have 195 more to go!" With a mindset & focus like that, one simply can NOT lose.. h/t: @Dropshipceo

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Dr Henry Ealy
Dr Henry Ealy@DrHenryEaly·
The key is 'smoked' Smoking THC is quickly biotransformed to Carboxy THC which acts like a pesticide. Smoking is not medicinal... It's recreational. Edibilzing clean and balanced THC causes the Liver to biotransform THC to 11 Hydroxy THC which activates CB1 receptors and acts like Anandamide or the Bliss Molecule for 8 to 12 hours. This is medicinal. This then activates autophagocytosis in preparation for stem cell development and cellular renewal. Methods matter. Did they use clean cannabis? What amount of THC was inhaled daily? Was the flower balanced with other cannabinoids? Studies like this were funded by whom? These are questions that must be asked.🤙🏽
Anish Moonka@anishmoonka

The research behind this is wild. Your sperm carries a set of instructions that tell your genes when to turn on and off. A Duke University study found that THC rewrites those instructions. The more weed in your system, the bigger the changes. It goes straight for the genes your future embryo needs in its first week of life. I had to read the "day 3 crash" part twice. For the first three days after fertilization, an embryo runs entirely on the mother's DNA. Day 3, the father's genes switch on. If those genes carry cannabis damage, the embryo just stops growing. Fertility doctors see this happen in their labs: embryos that fertilized fine and looked healthy on day 2 go completely still by day 5. Boston University tracked 1,535 couples trying to have a baby. Men who smoked weed once a week or more doubled their partner's miscarriage risk. That number held up even when the woman herself never touched cannabis. And the miscarriages clustered in the first 8 weeks, right when the father's damaged DNA would be doing the most harm. Duke also found that the specific genes THC alters in sperm overlap with genes linked to autism. One of those genes, called DLGAP2, helps brain cells communicate with each other. It was changed in cannabis users' sperm. When researchers bred THC-exposed male rats and checked their offspring, the same altered gene pattern showed up in the pups' brains. The damage crossed a generation. Weed has gotten way stronger over the last 30 years. THC content was about 4% in the 1990s but nearly quadrupled to 15% by 2018, and modern dispensary strains regularly sit at 20-30%. Concentrates go up to 95%. Quitting for about 11 weeks (one full cycle of sperm production) reverses some of the DNA changes. Not all of them. Duke's lead researcher says men should stop at least 6 months before trying for a baby. Half of your kid's genetic blueprint comes from you, and right now, THC is editing that blueprint before conception even happens.

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Liz Churchill
Liz Churchill@liz_churchill10·
GREAT NEWS for the vaccine-injured in Japan… “This is life-changing…I have my life back…” Japan is HEALING vaccine-injured patients with DFPP + stem cell therapy. Dr. Mary Bowden has already sent 2 patients who got their lives back. THANK YOU 🙏🏻
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Antonio Collins
Antonio Collins@AntonioCCollins·
Rythm Health is gonna be a monster company
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Will
Will@athcanft·
if i had to start from $0 again, here's what i'd do: 1/ make an app - scroll tiktok to find a successful app - download & screenshot - give to claude "make this app" - add appsflyer sdk & publish (for ads later) - pricing $12.99/week + $59.99/year this let's me skip the "discovery / ideation" phase, by building something i know there is a market for
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The Vigilant Fox 🦊
The Vigilant Fox 🦊@VigilantFox·
A medical substance most people have never heard of is quietly treating autoimmune disease, nerve injury, and even conditions doctors say are “untreatable.” But those conditions are not untreatable — and DMSO is proving it. Dr. James Miller says DMSO works so well for so many things that it “seems unbelievable.” Here’s what it’s helping patients recover from: • Autoimmune disorders • Chronic nerve inflammation • Diabetic neuropathy • Stroke-related disability • Debilitating arthritis • Vaccine injuries • Chronic pain • Even cancer Best of all, it is “extremely safe.” “It’s like salt—you can hurt someone with too much salt, but it’s really hard. And DMSO is in that category. It’s just very, very safe,” Dr. Miller says. If you’re wondering, “Why have I never heard of DMSO?” — there’s a reason for that. The story of DMSO is like ivermectin all over again… except the war against it never stopped. 🧵
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✞🎀TrumpGirlOnFire 🔥
✞🎀TrumpGirlOnFire 🔥@TrumpGirlOnFire·
This Momma had 7 kids. She accidentally did a “science experiment” on them. Her first 3 kids were vaccinated, and the next 4 were not. The first 3 are sick all the time, and the others, no infections, no antibiotics, nothing. I wish I had chosen not to vaccinate my kids. 🔊
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탐색

@crux_capital_ @PhotonCap @damnang2 @aleabitoreddit @ParadisLabs @jukan05 @ScottPh77711570 @Jibran_05