JʘΞL
6.4K posts
JʘΞL
@joelx70
quant macro Λ crypto p.m. , phd mathematical economics | Run quant fund & mandates for institutional clients
Katılım Aralık 2018
1.8K Takip Edilen170 Takipçiler
@dampedspring amazing. I have calls when I am down 4% from my high water mark :)
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100% in 6 months. Congratulations
Eliant Capital@eliant_capital
A actively managed basket we created on @RunPlutus just surpassed 100% since inception after being launched in late ‘25. The general premise was that into ‘26, a major theme would be the renewed political & economic push to rebuild critical manufacturing capacity inside the United States. Allocations have consistently shifted over the past few months to better capture that trend as it has continued to evolve. app.runplutus.com/picks/ANfQSzxU…
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@TradeNeutral 1. I love what you do.
2. I am ok with a double digit DD for crypto strategies & fully understand alpha decay.
3. My only problem: how can i be sure my funds or clients' funds cannot be stolen if allocate to you?
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Guys , I'm going to pin this post here.
Feel feel free to reply with a make and model you would like to see and the style, color etc . I'll try to make a MV version out of it. let's what we all come up with. 🙂
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@PeterLBrandt if you start start trading and dream of being as successful as P. Brandt is, stick his words on a wall.
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@zerohedge obviously few people have frequented the cafeterias of meta from 8 am to 6pm. Those who did know.
60% to go
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@ScottPh77711570 @ethanrkho @AgustinLebron3 @therobotjames @moreproteinbars @__paleologo thanks for sharing.
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I want to thank @ethanrkho for having me on. One of the most impressive young people I've met in a long time
Shout out to a few people mentioned in the pod @AgustinLebron3 @therobotjames @moreproteinbars @__paleologo
Ethan Kho@ethanrkho
"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
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🇮🇹 Several armed men robbed a bank in broad daylight in Naples, holding 25 people hostage before escaping through a tunnel.
Three armed suspects entered a Crédit Agricole branch and held employees and customers for nearly two hours.
The robbers wore masks depicting famous actors.
Although armed, hostages later said the group acted professionally and did not use physical violence, instead locking everyone in a room while they carried out the robbery.
As elite Carabinieri special units were preparing to storm the building, the suspects escaped through a pre-drilled hole in the floor leading into the city’s sewer system.
The gang targeted safety deposit boxes rather than the main vault, stealing valuables from hundreds of private boxes, making the total loss difficult to estimate.
All 25 hostages were eventually freed. Despite a large-scale manhunt involving sniffer dogs and sewer searches, the suspects remain at large.
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This might be the most unhinged AI video I've ever seen.
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French gov moving faster than most companies
we now have a skill to do taxes, what a time to be alive
arthaud@arthaud_
the French government’s MCP is better designed than 99% of MCP servers coming from tech companies citizens can use agents to understand how their money is spent
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Cannot believe these clowns had the audacity to say “with strong protections for user rights and privacy”
You freeze legit people
You fight their unfreezes
You do nothing about DPRK abusing people and YOUR systems
Pull your fucking head out your fucking ass. You suck.
Circle@circle
Recent events are a reminder that trust in digital assets depends on security, accountability, and the rule of law across the ecosystem. Circle is a regulated company that complies with sanctions, law enforcement orders, and court-mandated requirements. We freeze assets when legally required, with strong protections for user rights and privacy. More here: circle.com/blog/when-open…
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@coinbureau lol the camp becomes more efficient by the day
the crypto bros applaud
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🚨BREAKING:🇨🇭 $6.1T UBS, together with 5 major Switzerland banks, partner to test Swiss franc stablecoin.
UBS, PostFinance, Sygnum, Raiffeisen, Zürcher Kantonalbank, and BCV have joined forced with Swiss Stablecoin AG to launch a Swiss franc (CHF) stablecoin sandbox.
The token is designed to stay 1:1 with the Swiss franc, aiming to strengthen Switzerland’s digital finance ecosystem.
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SOMEONE ACTUALLY MEASURED HOW MUCH DUMBER CLAUDE GOT. THE ANSWER IS 67%.
the data shows Opus 4.6 is thinking 67% less than it used to.
anthropic said nothing until the numbers went public. then suddenly Boris Cherny (creator of Claude Code) shows up on the GitHub issue.
users are calling it "AI shrinkflation" (same price, less intelligence)
we already know from the leaked source code that they have an internal switch that keeps the models working to their full extent for anthropic employees.
in the last week Claude went from WOW to being a more restricted and expensive version of ChatGPT.
people are saying Anthropic is deliberately downgrading Opus to save compute for training Mythos, their next model.
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