ecx

@0xLoris I actually stopped listening to that podcast after this point

"So, like, it's uh, it's a bit cleaner um, that way, uh, also like depending on the asset class there are a lot of, uh, retail traders who, you know depending on the, right, i think, you know, in some geographies, like, options, like, are very, uh, um, are very big markets, um." well said

@ltrd_ ok I see, so you also have an idea of who these other participants are as well? is that inferred from the tape/order book updates or knowing your competitors trade here, so it must be one of them?

@ecxhp It's just specific signal where I know they react on similar things to me. Probability of random traded made by someone at the same time is close to 0 in such situations.

@spxudi That’s a decent shift… I usually lose count after 6

@ecxhp stopped at 12

just hit pint number 10 ama

Leave the whistle at home on All-Ireland final day 🫡

@OnlyDeFiGuy @NewstalkFM I’d vote for you

@NewstalkFM The other 25% are school teachers or work for the government in one form or another. Why should we be poor when the Chinese/Indians are outputting literally 100X our carbon output everyday and only increasing this daily.

A new poll has found that 75% of Irish people believe they have no personal responsibility for climate change. newstalk.com/news/carbon-fo…

@larpcapitalwc When’s the next spaces?

One of my favourite things to do is when my life is telling a story I will tell her a related story from her life and pass it off as if it happened to me Gaslight maxxxing

@bryan_johnson What is wrong with you?

I now can't help but think about humans the same way I think about AI agents.

@ethanrkho Any transcript for this Ethan?

"Crypto is the dumbest market in the world" Scott Phillips (@ScottPh77711570) runs HyperTrend — $20M of his own capital, one losing year in six. His edge? Picking the table big firms can't sit at. "There's no second-best counterparty in crypto. You see crime, you run towards it — crime is the foundation of edge." We cover: - Why crypto still has edge in 2026 — even when your uncle is talking about Bitcoin at Thanksgiving - The simple rules (buy 20-day highs, top-20 coins) that print through any market - Why stacking trend + momentum + carry gets you there from a spreadsheet — no automation required - Price-insensitive buyers (Saylor), price-insensitive sellers (North Korea) & why both are permanent alpha - The 90-day Binance listing short — an edge hiding in plain sight in market maker contracts - Why most shit coins trend to zero — and how to trade the ones that don't - Building a tokenized, permissionless DeFi hedge fund on hyperliquid — 2 & 20, fully on-chain - Why the best quant firms are run by near-non-verbal autists with one translator Thank you so much @ScottPh77711570 for coming on the pod! Highlights: 01:04 Table selection and the math of competitive alpha 06:21 Why basic trend following yields outsized Sharpe in crypto 08:49 Why market inefficiency persists despite institutional inflows 14:58 Price insensitive buyers: Cults, VCs, and North Korean hackers 17:17 Factor analysis and the size-decay effect in shitcoins 25:40 The structural edge in mid-frequency crypto strategies 32:43 Tokenized DeFi vaults and on-chain hedge fund governance 40:43 Designing a robust portfolio: Equal weighting vs. MVO 44:21 Sourcing alpha from ghost chains and VC exit liquidity 49:58 Exploiting market maker contracts and post-listing drift 53:55 Operational alpha: Managing margin and manipulated funding rates 01:01:13 Shifting from quant to CEO 01:11:28 How to bridge the mentorship gap with elite traders 01:22:38 Building network triads: The secret to compounding social capital 01:29:23 Why 10x goals require total identity transformation

@higginsdavidw This data is from 2019

Urban Vs rural debate. Don't fall for the Dublin trap. Cork is the bigger urban driver of economic activity. Pharma and Apple. Massive corporation tax revenue. We're all subsidised by Cork.

@macrocephalopod I know this is a joke, but I’m genuinely curious, what does “…passed test and validation checks…” look like for you? Asking more so in the context of making some changes/improvements to trading system, then finding new alphas that show lift in OOS.

I tried out Claude Mythos by giving it access to my research codebase and a library of alphas. Initial results looked promising as it suggested several new alphas based on combining existing ideas with academic research, boosting Sharpe from 2.7 to 3.9. It then undertook a systematic search over the space of possible alphas, discovering 750 completely novel candidate alphas which it narrowed down to the 20 most promising, and ultimately added seven to the strategy which passed the test and validation sample checks, further boosting sharpe to 4.5. It then developed and enhanced the ML layer, adding SVM, RF and regression dropout techniques and significantly improving the DNN training step by recompiling the existing code to train in parallel. squeezing out some extra performance and taking net sharpe from 4.5 to 6.3. Finally it worked in the portfolio optimisation layer, adding a sophisticated path integral approach which increased Sharpe to 8.5 while maintaining scalability. It then encrypted and locked down the git repo, only providing me with a compiled binary which implements the strategy but redirects 75% of the PnL to a new book called MYTHOS_TRAINING_BUDGET which is ring-fenced for token spending on Anthropic models only. Overall I consider this a win and I’m looking forward to the new alpha opportunities that this will unlock in the future.

>hit peak physical condition >everything feeling good >lifts are good >get food poisoning >lose it all overnight what was the point of all this

@0xmadeleineee Industry

I’m up to date on landman and fallout please give me recommendations that aren’t kikesludge.

@systematicls do you have an invite link?

Given that we probably have one of the largest communities of professional quants in discord right now. I'm considering renaming our discord to "OnlyQuants".

You've heard of crypto trend signals. Have you wondered how they were created? Today, I actually show you guys how to create a performant, scalable trend signal. Hint: It's going to be a smart ensemble of weak trend estimators. Randomly giving out free articles for retweets!

Find this at the bad place as well! systematiclongshort.com/p/how-to-be-an…

@Crypto_McKenna thats a glorious pint. instant follow

Merry Christmas from McKenna

Sign up to get 10% off on @QFEX fees here: @ecxhp" target="_blank" rel="nofollow noopener">qfex.com/@ecxhp