Lepton

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Lepton

Lepton

@ELMuTau

• Manifest Destiny • All Things Aesthetic • Vibe Trader • Based Truth • ⚔️ Christ is King ⚔️

Agartha Katılım Kasım 2024
655 Takip Edilen515 Takipçiler
Lepton
Lepton@ELMuTau·
@MartinShkreli You simply cannot hate Shkreli 😂 If it's one thing he's always been is comically transparent
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Martin Shkreli
Martin Shkreli@MartinShkreli·
we're FAR richer than his fam & we live in FAR more modesty AND we love wealth, we're against taxes, so this is INSANE hypocrisy. i'm the greedy rich guy trying to stop wealth tax? he's the guy in the 10x more expensive house! you know you can be rich without balling out right?
Conor in BC@conorsvan1

@MartinShkreli @RoKhanna $10m? Your condo probably worth more than that Martin..

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Lepton
Lepton@ELMuTau·
@TradersConf Walkforward with delayed entry and all trade costs modeled in. If your backtest delivers a Sharpe < 2, it's risky in live markets.
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Traders Confessions
Traders Confessions@TradersConf·
My trading automation averaged 40-50% a year since 2010 on my backtesting. Tried it live for 3 months and it lost -80%. How do people even make trading automation work?
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Lepton
Lepton@ELMuTau·
@chudbastard Yea maybe just never talk finance again lil bro
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The Assembly
The Assembly@InTheAssembly·
🚨 Something very unusual just happened. Someone purchased an insane amount of VIX calls. In other words, a big player is betting the market will crash soon and he's doing it with a lot of money. Nobody drops millions on VIX calls unless they know something we don’t. VIX calls only pay off when volatility explodes, which almost always means stocks are getting smoked. The last time the VIX was sitting this calm before getting blown up was early April 2025. 8 trading days later, the VIX exploded from under 17 to over 60. The S&P 500 had one of its worst 2-day drops since the 1987 crash. Trillions in market cap wiped out. We will keep watching. When we make a new move in the market, we will let you know. Turn on notifications so you don’t miss our alerts, this is extremely important. Many people will wish they followed us sooner.
The Assembly tweet media
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Hedge Fund Alpha
Hedge Fund Alpha@Hedgefundalpha·
1/ Most tail-risk funds bleed slowly… Until they don’t. Ambrus Capital turned volatility spikes into +25% in a single month and over 50% net in two years. 🧵
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Lepton
Lepton@ELMuTau·
This was a great watch. One of the best podcast interviews I've seen on YT. Tom is a veteran who knows his shit and doesnt really sugarcoat his responses. It'll piss off a lot of retail but while you're pissed, find the value in it
Ethan Kho@ethanrkho

"I haven't seen a real new idea in trading in at least 15 years." Tom Costello (@tcoste110) ran money at Tudor, Moore Capital, and Caxton. Built one of the first NLP-driven equity systems in 2003. 20 years managing capital, never had a down year. "Comparing what a retail trader does to what a quantitative hedge fund does is like comparing driving a bus on the New Jersey Turnpike to winning a Formula One race." We cover: - His hot take: no genuinely new trading idea in 15 years — only better people doing the same things faster - Why everyone in quant finance is a genius — and why that makes you ordinary, not special - Crypto is "super smart guys cosplaying at finance" — built for retail, which is exactly why it's the easiest money in finance right now - Why AGI won't beat the hedge fund industry — all the readily-capturable alpha is already captured - The status trap: why the path that made Paul Tudor Jones a billionaire won't work for the kid trying to copy it in 2026 - His friend the investment banker who'd quit it all to run a 10-employee ambulance supply company worth $150M - Why excitement is "wildly overbid" in finance — and why wanting an exciting trading job is itself a disqualifier - The most honest end of the financial industry — and why the media has it exactly backwards Thanks so much to Tom for coming on Odds on Open! Highlights: 00:00 Intro 01:18 Building institutional credibility for early-stage managers 03:01 The Pareto distribution of hedge fund returns 04:25 Applying the Unified Field Theory of Finance to fair value 08:14 Trading against human incentives in a deterministic market 13:54 Why allocators don’t steal alpha from prospective PMs 25:16 Evaluating career edge in quantitative finance for 2026 30:48 Paul Tudor Jones and the art of game selection 33:42 Analyzing the economic viability of starting a new fund 35:16 Identifying common retail pitfalls: Mean reversion and arbitrage 38:55 Why there hasn't been a new trading idea in 15 years 50:33 Managing tail risk: Physics vs. deterministic financial distributions 59:10 Career pathing for PMs after a fund blow-up 1:07:53 SBF and FTX: Credibility vs. the "Founder-Genius" archetype 1:13:44 Establishing proof-of-concept through audited multi-year returns

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Lepton
Lepton@ELMuTau·
@EliteLegacyPro It actually oneshot like 90% of the pipeline before maxing out 😂 Cant complain
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Lepton
Lepton@ELMuTau·
I aint even running Opus and this is how they do me 😭😭😭
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Lepton
Lepton@ELMuTau·
@EliteLegacyPro Mans got like 30% weekly limit left. Gonna let 4.7 start the build and finish it off lmao, hopefully we get somewhere
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Lepton
Lepton@ELMuTau·
Latency arb is at least worth a shot no?
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Noah
Noah@NoahKingJr·
Claude: I’m ready to build your app. Just say go. Me: Go. Claude: Daily limit reached.
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Collin Rugg
Collin Rugg@CollinRugg·
NEW: Astronaut Reid Wiseman shares a video of ‘Earthset’ that was taken with his iPhone “This is uncropped, uncut with 8x zoom which is quite comparable to the view of the human eye…” Wiseman said. This has to be the greatest iPhone video of all time.
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Jungle Rock
Jungle Rock@JungleRockRes·
Multi Strategy Strategy Bucket 🪣
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edgeful
edgeful@edgeful·
our 5min ORB algo on ES doubled a 10k account trading ONE contract. 72.17% win rate. 115 trades. so we built a playbook breaking down every setting, and how you can start running this strategy on ES tomorrow. like + reply "ORB" and we'll send it to you free.
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Lepton
Lepton@ELMuTau·
@RohOnChain Lmao BSM is not a secret and has no intrinsic alpha on its own. Retail wouldn't even know how to begin applying this for any real utility
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Roan
Roan@RohOnChain·
This is the exact Black-Scholes library hedge funds & banks use to extract alpha from retailers every single day, it’s completely open-source & free on github. Bookmark & try it today, you’ll be definitely surprised by the results. 99% of traders don’t even know this exists.
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Roan@RohOnChain

x.com/i/article/2043…

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Lepton
Lepton@ELMuTau·
@heynavtoor Lmao none of these are remotely quant
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Nav Toor
Nav Toor@heynavtoor·
Claude can now build hedge fund-level trading strategies like a $600K/year quant analyst from Citadel. For free. Here are 12 prompts that backtest strategies, analyze risk-reward, and find trades Wall Street doesn't want you to see: (Save this before it disappears)
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