
Victor | Structural Alpha
1.3K posts

Victor | Structural Alpha
@MarginOfAlpha
Asymmetric risk & structural alpha. Playing the player and the cycle. Time is the ultimate edge.















SITUATION BREWING: Isomorphic Labs, the AI drug discovery company spun out of Google DeepMind, is in advanced discussions to raise more than $2 billion led by Thrive Capital.







UFC 328 event is almost here Khamzat Chimaev will defend the UFC middleweight title against former champion Sean Strickland tbh I dont really see what can stop Chimaev from completely dominating Strickland tomorrow Sean already lost twice to Dricus du Plessis, showing that even against a mid grappler he can struggle badly and Chimaev is arguably one of the best grapplers in the entire UFC (second only to Makhachev imo) so imo this feels like a very favorable matchup for Khamzat also Strickland talked a lot before the fight, so I expect Chimaev to come in extremely motivated not just to win but to make a statement inside the cage main concern is whether Chimaev fully recovered after the brutal weight cut he reportedly went through but overall im very confident in Khamzat and picked him on Polymarket - risked $1,000 to win $220 nfa dyor




Introducing Naive - hire autonomous employees with their own identity. Own compute. Own bank account. Own legal entity. Own email. Own credentials. Own mobile. No humans-in-the-loop. They sign up for tools, pay for services, deploy apps, file documents, and run your entire company. Describe a business. Naive runs it. Reply "Naive" + RT. Get $100 credit for free.





Charts break. The Horizon doesn't






Another @HyperFrames_ catalog update Wednesday: html-in-canvas effects Today: textures and shaders Every effect is one command to add for your next video npx hyperframes add <name> Comment + RT "shader" for this videos source code (must follow)


1/ OrcaRouter goes live today! The other LLM routers tax you ~5% on every token. OrcaRouter doesn't take a cut. Here's how that works, and why it matters for what you're building ↓







