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701 posts

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@ADtheinternn

Consulting @Delphi_Digital, ex @TheBlock__

Mumbai, India Katılım Kasım 2014
1.3K Takip Edilen654 Takipçiler
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AD@ADtheinternn·
@shloked Absolutely
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@richapintoi They should relocate the meetings to the Palghar side so PMs would have to do a wonderful road trip on the right side of the airport
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Richa Pinto
Richa Pinto@richapintoi·
BMC on Tuesday removed all speed breakers and levelled uneven road stretches along the route from INS Shikra, Colaba, to the Taj Hotel, Colaba, as two heads of state—Prime Minister Narendra Modi and French President Emmanuel Macron, were in Mumbai. The roadwork, involved dismantling all speed breakers on the PM’s route and carrying out temporary surface repairs to ensure a smooth passage for the high-level motorcade amid heightened security arrangements.
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AD@ADtheinternn·
@cryptrossy @KAIZ3NS Lighter also has a similar distribution and vest schedule i think
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Rodger
Rodger@cryptrossy·
@KAIZ3NS worst tokenomics in history don’t worry 50% of the supply to the team and investors won’t hurt the chart
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Kaizen@KAIZ3NS·
The Plasma team isn’t bullied enough for this.
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AD@ADtheinternn·
Isn't it a bit unrealistic to expect that Strategy will buy 900k BTC in 2031-32 (1-year period)? We need to assume BTC does well at that point, because if not, convertible debt issues have had already become real. Even at an average price of $120K per BTC (conservative I'd think), that is a $100B+ acquisition cost. What am I missing? This doesn't feel like a medium optimistic scenario
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Anil Lulla
Anil Lulla@anildelphi·
Delphi Decks are back
flip@trevor_flipper

"HYPE will go up" Most traders on CT have the same conviction structure: "I think A outperforms B." But almost nobody actually trades it that way. They take the naked long on A, eat 104% annualized vol, get stopped out on a wick that had nothing to do with their thesis, and blame timing or excess leverage (the leverage part might be true). The structure of their bet was their problem. The value add from pair trading has become increasingly obvious to me over the last few months as crypto has traded lower. For fun, I've spent the last few days building out the case for pair trading in crypto, using HYPE/SOL as the case study because it's a trade half of CT has had on in some form over the past year. The results honestly surprised me. Same thesis, same conviction, just adding a short leg on SOL against the HYPE long, and the Sharpe goes from 0.35 to 1.45, and your trade is ATH right now while $HYPE is down ~40% off its ATH. The pair is sitting at its all-time high today. Neither HYPE nor SOL are. If you were right about @HyperliquidX being a fundamentally better bet than Solana, the pair captured that and only that. It didn't care whether BTC was at 60k or 120k. I have changed my view on portfolio positioning over the last few months given the bear market and the inability to "hide" from drawdowns in naked single asset positions. I was frustrated that I could be right on my thesis but get absolutely worked over by the market. And this is largely why I have been pair trading more. A pair trader can profit even during severe drawdown because the relative thesis (HYPE outperforms SOL) holds regardless of market direction. Over the course of almost a year, the HYPE/ SOL pair delivered a Sharpe ratio of 1.45, institutional quality, while cutting max drawdown from -64% to -45% and volatility by 21%. The directional trader with the correct fundamental view earned a Sharpe of 0.35. The pair trader earned 4x better risk-adjusted returns by adding a single short leg. For those with this position, the thesis never changed and you were right and mitigated vol. Pair trading isolates the alpha you actually have (or the alpha you think you have) and discards the market noise you don't want. As crypto matures, garbage assets go to zero and high-quality operators build trillion-dollar businesses. In that world, pair trading becomes even more obvious and advantageous. You can place these trades on your preferred perp dex or use an onchain OEMS. However, with basket trading, an OEMS helps out a lot. In a forthcoming companion piece, we extend this framework to multi-asset baskets, demonstrating that the same variance cancellation principles can compound with additional legs, reducing volatility from 104% (naked) to 82% (pair) to 57% (basket), with a Sharpe of 1.80.

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AD@ADtheinternn·
Today, people participate in capitalism while the most transformative wealth creation systematically happens in markets they cannot access.
Citrini@citrini

x.com/i/article/2013…

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AD@ADtheinternn·
@hmalviya9 Powerful stuff
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VD@hmalviya9·
It’s God’s will to meet you, never yours. He will put you in those tough spots where you go through ego death a couple of times, just to realize everything you were grinding for was never worth it. All you need to do is prepare your resume and keep sending applications to God, but before that, you need to realize that a vacancy is available. The realization of knowing there is an opening at God’s abode is what you call awakening. But when you go through awakening, it feels like dying and being born again. However, when you are born again, you have no parents to take care of you. All you have is a complete surrender to God with a deep faith that He will take care of you, while society tries harder to make you go back to your old life again. They try to kill you again so you go back to your old spiritual skin. You have two kinds of ages: your biological age and your spiritual age. Your spiritual age starts after the awakening. You mature more as you grow older in spiritual age; a spiritual age of 4–5 years is more than enough to contribute massively toward maintaining the cosmic balance and getting liberation from the suffering you get from the cycle of birth and death. Death becomes a celebration in that case, not mourning . Live your life imagining what death would look like, and you should be waiting for that grand day to come. But before that, you do your best to find your purpose - but again, you don’t "try." You just follow, and you have no will. God’s will is in play here. This leads to the conclusion that there are only a few chosen ones in a lifetime who find the purpose of life. Does that mean we should remain trapped and keep playing the game how others are playing, or quit playing? Well, again, you have no will; God will decide. So, don’t think much. Work, pray, chant, serve: just be human and leave it to the divinity. He knows better. He will do something good for you as long as you have deep faith, even in those times when you struggle to even have a meal. Such belief is hard to earn; only chosen ones can do that. But are you the chosen one? You don’t know yet. But you should do something to know that. Make efforts. Follow a spiritual path. Do your best. Things will be revealed to you when you hit your timeline. Prepare your resume.
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Delphi Digital
Delphi Digital@Delphi_Digital·
All three of our Year Ahead 2026 reports are now live! As an early Christmas gift, we're giving them away to the first 150 people. RT and Comment with your boldest crypto prediction for 2026 along with your report of choice. We'll gift it to you for free.
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AD@ADtheinternn·
@hmalviya9 Dropped you a DM regarding this Hitesh bhai, please check
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AD@ADtheinternn·
@elonmusk Hyperliquid
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Tobias Reisner
Tobias Reisner@reisnertobias·
Kinetiq coded Hyperliquid
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Zaheer
Zaheer@SplitCapital·
When the market turns like this, there’s usually a pretty straightforward playbook for the aftermath. 1) Market bleeds out and MMs are offline and start refilling by first taking out big spot and perp arbs on assets. 2) Once exchanges and API feeds are back online, market makers and big traders start biting on big orders to bring the market back to equilibrium. This is met with liquidation orders being processed. Liquidation orders are processed at the top of the exchange order queue so it’s very juicy to pick off if you have balance sheet. Given the size of this liquidation (~$25-$40bn) it will take a while to chew through this. 3) Once dealers fill long they will start unwinding spot and perp when the market is back to equilibrium. This is when the market hits a local maxima and the Dalai Lama chart starts hitting. Some assets that have tighter supply will look better than others. 4) Dealers unwind over the next 24-72 hours depending on the liquidations and the market absorption. This is generally harder on weekends because no ETFs. 5) Market finds a natural floor and ceiling and starts a new anchor Note: this is assuming that the market’s headline risk has mostly subsided. In the case this isn’t true, there is a lot more room for pain depending on leverage ratios. This is a trader’s market for the time being. Good luck and good night 💤
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Alex
Alex@alex_hunter20·
Just noticed that @smartestmoney has over 1.2M Kinetiq points lmao At $20-30 / kpoints that's a 24-36M airdrop ggwp 👏🏻 Still (at least) 1 week to go. Thanks for playing.
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AD@ADtheinternn·
@sarasXBT Thank you, Appreciate it bhai 🫡
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