Parth
98 posts
Parth
@aboutparth_
Your avg crypto bro. Previously @krakenfx. Currently @phantom. Strong opinions only.
Dubai | NYC | Miami Katılım Aralık 2025
66 Takip Edilen25 Takipçiler
If you ever actually cared more about being a “software engineer” than building cool shit you’re NGMI
phil bohun@philthistweet
If you never cared about the code, you never were a software engineer. Imagine a mathematician saying, "I never cared about math", or a basketball player saying, "I never cared about basketball, just the score."
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Thank god! Here's to hoping it falls even below what it was in 2005.
Paul Graham@paulg
The rise and fall of wokeness: DEI commitments in corporate securities disclosures filed with the SEC. To me this seems a trailing indicator; most other measures of wokeness take off well before 2019 and peak in 2020 or 2021. But the shape! That's what a moral fashion looks like.
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Finally some good coffee 🇵🇱 after Italy 🇮🇹😁
Coffee in Italy good price but most of the time not so good, with a few exceptions.
Specialty coffee culture in Warsaw on the other hand is very good!
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@nic_amadio People are shocked when I tell them that Italian coffee is shit and how easy it is to find great coffee in Eastern Europe (I'm in Georgia).
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This is so funny cause Elon could easily just ban him… but he decides to just mog him.
Elon will always be the goat
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@amorriscode @patrickdonohoe @marty_kausas That’s fair. Just pointing out that there are multiple vectors where it lacks. The initially “buggy” claim hasn’t been verified by me. I do love Claude terminal though and use it daily.
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@aboutparth_ @patrickdonohoe @marty_kausas no computer use updates yet but that’s not what you said in the original tweet
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i'm so sick of using claude code in a terminal
i'm not coding. who has made a great app that i can use with any model?
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@amorriscode @patrickdonohoe @marty_kausas Have there been any recent updates? Their computer use is nowhere close to the Codex app for example.
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@patrickdonohoe @marty_kausas I’ve heard their app sucks and is buggy
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@marty_kausas use cc in the desktop app. significantly better experience
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@Picolas_Caged Thoughts on why it flopped? My take: HyperEVM is too disconnected from HyperCore. They should’ve either gone all-in on an EVM-native exchange like Lighter or focused solely on HyperCore. As it stands, HyperEVM feels like a half-baked side project.
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I'm bullish Hyperliquid but HyperEVM has been a serious flop
Interdasting
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Everyone watching McGregor vs Holloway while I watch Elon vs Sam 🍿
Sam Altman@sama
homeboy you're the one sellling public market investors on short-term space datacenters
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@blothecap @TokensWolf @SystemicStratHL Period: Sep 19, 2025 - Jul 10, 2026
Total return: 36.46%
CAGR: 46.90%
Maximum drawdown: −25.41%
Calmar: 1.85
Annualized volatility: 41.06%
Sharpe ratio: 1.14
Answered my own question by pulling daily returns on your strategy. Good job!
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@blothecap @TokensWolf @SystemicStratHL
How does one see more performance stats of your live strategy like CAGR and Calmar when adjusted for deposits and withdrawals into/from the vault?
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Our Vault has an expected drawdown of 25% based on our backtests. i.e. You should be willing to risk that much of the capital while investing. Invest only if you can tolerate this kind of risk.
Thanks @TokensWolf for pointing out that we do not include this in our vault updates. Going forward every update will have this risk disclaimer.
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@SystemicStratHL @SystemicStratHL How does one see more performance stats of your live strategy like Sharpe, CAGR, Calmar when adjusted for deposits and withdrawals into/from the vault?
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While doing some rebalancing on the vault, I see some wallets are auto-copying the positions.
I looked at their EC, and it significantly underperformed the vault.
What these people don't understand is the vault will do better because:
1. We have better fees - The vaults have much more volume generated than on their smaller account.
2. We use market-making derived algos for execution - that reduces execution cost as much as possible.
3. We are the first to open the position - So we have a better fill price, while they enter after with the remaining liquidity, after we are filled
4. They have to pay for their own server or a third-party fee
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@kidponga Simple trading algo to profit off ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2: if @vnovakovski tweets -> increase short position.
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$LIT does NOT represent ownership of the underlying business of Lighter.
$HYPE does represent ownership of the underlying business of Hyperliquid
there should be no more confusion
good day
Vladimir Novakovski@vnovakovski
@kidponga The crypto space is an interesting mix of trading, engineering, and investing - so I don't really draw that distinction. But on your question on ownership, keep in mind that under your proposal, the token would be a security and you'd need to KYC to own it (it is issued from US)
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I've been getting a TON done with Fable today and I'm not hitting rate limits. Wanted to share some tips on how I'm doing that
1. I only use Fable on "high" effort for now. xhigh is token hungry. max/extra is a furnace with worse outputs than lower options imo
2. I taught Claude Code how to use Codex as a fallback for lots of implementation tasks. GPT-5.5 is incredibly steerable, and Fable can learn how to steer it
3. I wrote up a big section in my CLAUDE[.]md on how to prioritize different models for different work when orchestrating workflows and subagents
4. Things that are unnecessarily token hungry (computer use, codebase analysis, etc), I do with other models and report results back to Fable
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