Ainsley
900 posts


Trump has been forced to back down on chip access in the face of Xi's REE threat
=> China has successfully challenged the previously unchallengeable: that the US had sole claim to global jurisdiction over the world supply chain
=> We're in a new geopolitical equilibrium
Megatron@Megatron_ron
BREAKING: 🇺🇲🇨🇳 President Trump announces China tariff reductions after "amazing" meeting with President Xi, including: 1. Reduced Fentanyl Tariffs to 10%, effective immediately 2. Overall tariffs on China reduced from 57% to 47% 3. China to "discuss" chip restrictions with Nvidia 4. "No more obstacles on rare earths" 5. China and US to collaborate on Ukraine @KobeissiLetter
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Introducing EV_signal: a new mental model to think about statistical arbitrage.
Written in collaboration with @thegostep
frontier.tech/a-new-game-in-…
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In the latest post from CrocSwap, researcher @0xfbifemboy focuses on the characterization of toxic flow in ETH/USDC swap data and potential implementations of price discrimination or flow segmentation mechanisms.
crocswap.medium.com/discrimination…
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Are you an "association quant" or a "causal quant"?
The answer depends on the type of empirical evidence that you produce to support your findings.
If you wish to become a causal quant:
1) Read here: ssrn.com/abstract_id=42…
2) Register here: bit.ly/3Zgb5Qu

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#ResearchBites from the @Panoptic_xyz team.
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Analyses of LP returns in Uni v3 typically focus on the most liquid pools like ETH-USDC where most of the trading activity is CEX/DEX arbitrage.
What are the LP returns in a pair which has no CEX analog?
Let's find out!

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Just wait until they integrate it with the digital Yuan CBDC...
James Melville 🚜@JamesMelville
China 🇨🇳 Social Credit System. But of course, this would never happen here… twitter.com/Camillo6852338…
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@AgustinLebron3 @SquishChaos It's unlikely the relationship of expected returns to distance from 200DMA looks like this - which is what you're implicitly assuming if you're buying/selling the price crossover.

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My new paper takes a balanced look at crypto from an investor's perspective. Please share the link. papers.ssrn.com/sol3/papers.cf… @DukeFuqua

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