jptrades_6
572 posts

jptrades_6
@jptrades_6
Focus on studying data, finding strategies and algo.
Katılım Temmuz 2021
891 Takip Edilen338 Takipçiler

去年在深圳拍视频,
收工后跟 IP 老师吃夜宵烧烤。
他快 50 了,现在全网 1000 万 + 粉丝,
资产好几千万,他那天教了一个道理,让我受用到今天
吃饭的间隙,他跟我聊早年的事:
90 年代末学计算机,毕业后在老家写代码,干了几年,月薪五六千,觉得没前途。
2005 年左右辞职,先跑北京想进大厂,没成;
又去深圳拉人做软件外包,团队散了;
后来去杭州搞软件工具,来回换了三四个城市,钱没赚多少,坑倒踩了一堆。
真正转折在 2012 年左右,他四十出头,
有次被朋友拉去给培训机构做线下讲师,
讲程序员创业和踩过的坑。
一堂课下来,学员围着不走,机构直接加钱请他多开几期。
他发现:代码写不过年轻人,创业干不过投资人,但这些年跑城市、吃过的苦,站台上讲出来,学员抢着付费。
于是专职做线下讲师,
满中国飞,一年跑二三十个城市,开班讲课,
再后来才转线上,建社群、录课、拍短视频,把线下内容搬上网,越做越大,现在一年几千万很轻松。
他那天笑着说了句:“Jason,跑了半个中国,折腾十几年,你不到最后永远不知道,自己能靠什么赚钱”
我听完沉默了好一会儿。
其实他想说的不止这些,
后来又补了一句:
“趁年轻多去试,一个城市不行,就换一个城市;
一个项目不行,就换一个项目。
别怕折腾,试错的成本没你想的高,
真正贵的是耗在不适合你的地方,一耗就是十年。”
我当时就服了。
真大佬,都是在无数次换城市、换赛道后,才找到属于自己的那条路。
放在自己身上也是一样,一个环境里做不出结果,就换一个环境
一个项目不行,就换一个项目。
有时候不得不信,人的运气就是要多变动,找到那个最旺你的环境跟项目。
中文

@madaznfootballr Trading is not easy as always. Hope you will be back soon.
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P/L: -$298.9K😰 Absolutely REKT for the worst BLOW UP since $AIFF last year. A circus full of errors today lead to this. Broke my rule of trading during lull for the first time in months and pushed way more size than usual after seeing $SXTC looked like it was going to liquidate and went heavy on pops and instantly was forced to regret it. Could have stopped out too to take a smaller blow up but got caught in the halt and of course as insult to injury covered at the top just to see it drop all the way back down afterwards. Couldn't have played it any worse. Real fuckin' shitty but totally my fault. $ACON $FLYX $MNTS participation trophies.

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Elon Musk on China: “It seems like China listens to everything I say, and does it basically— or they’re just doing it independently. I don’t know, but they certainly have a massive battery pack output, they’re making a vast number of electric cars, and vast amount of solar.
These are all the things I said we should do here.”
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jptrades_6 retweetledi

2026 Trading goals & plan
What's possible to make in the markets is quite heavily based on the opportunity set in a given timeframe. That said I also believe that if you have a wide range of strategies with significant +EV(expected value) per trade/strategy and proper sizing it's possible to make significant % gains especially if you're trading a sub 8fig account.
Goal: With $3M AUM I aim to make in 2026 over $20M profits net of fees.
Meaning closer to 700% on AUM and considering I'll end up wiring out some it'll probably be closer to 1000% TWR.
Now when I posted my 2025 recap I mentioned I'd start the year with $2.5M and wire out the rest. But what I didn't open up is my new approach moving forward: I will divide my trading equity between high risk accounts and low risk accounts.
High risk accounts: Start of the year AUM $2.5M. On this equity I'll run my small cap algo + take my riskier discretionary trades. I expect high volatility on this equity and aim for a TWR in the range of +1000 to +3000%.
Low risk accounts: Start of the year AUM $500k. On this equity I'll run the new algo strategies I'm developing for mid/large cap companies and ETF's. Volatility will be much lower with a max drawdown expectation between 10-20%. TWR goal here is in the range of +50% to +100% so we're talking about a completely different risk profile.
My plan is to create significant profits with the high risk accounts and funnel those profits into my low risk accounts. Before this year I used to just wire out some of my gains to my bank account so that the money would be "safe" but moving forward my wire outs will instead be changes in my equity allocation towards my low risk accounts where I still aim to significantly beat the markets for long term compounding.
In addition to the approach itself a significant difference compared to earlier years is that I've now wired out enough profits to provide for my family for >5 years if not for even much longer. So when I'm talking about trying to compound my high risk accounts I meant it in a different way than before - now I can actually do it without a second thought. I'm not risking our family's future anymore. I'm highly interested in what I can do in this respect.
For low risk accounts I'm currently developing fully automated strategies and expect to take first trades before end of January. By the end of Q1 I aim to have a portfolio of >30 strategies running online. This part of my trading will not be the main contributor for 2026 but looking forward towards the next decade I expect a significant portion of my profits to come from this area.
And then one of the main limiting factors of my discretionary trading: I will continue to prioritize my time away from the screens high. I've got many priorities & goals outside of trading that will not happen unless I make sure my screentime stays low enough. We only live once and trading is not the only thing I want to do. At 37 years I'm not that young anymore so I can't postpone my other goals forever. Just to give an idea I'm aiming to spend on average <3 hours per day at the screens for trading this year.
As always it's impossible to know what the markets bring and how I or my algo strategies manage that. But honestly the monetary goal I set in this post is lower than what I actually have in my mind. Only time will tell how things will end up, and one of the most dangerous things a trader can have is overconfidence. Let's see. At least one thing is certain: I love this game 😎
English

“高碳水做题家”是山河四省的另一道风景线,典型的特征就是过量食用廉价碳水导致的满脸横肉大腹便便,尤其他们婚后由于进一步恶劣的生活习惯几乎都会迎来断崖式衰老(大多发生在35岁左右)
因为面条馒头米饭这种快碳是同等价格内能提供最高热量的食物,由于习惯了“低成本生存,高强度输出”的日常状态他们还容易产生一种代偿机制: 当一个人在精神上被剥夺了“生活感”后,大脑会自动渴求最原始的多巴胺——酒精、糖、和淀粉。
除了单调的生活、糟糕的体态、他们的衣着打扮也是灾难级的,对他们来说男人只需要把家庭供养好,根本不需要维护外在形象。
这种状态说明他们的内心世界是极度贫瘠的,所以他们另一个最大的爱好就是“宏大叙事”,下班后在酒桌上夸夸其谈,只为了维持最后一丝体面。

中文

一个真正会做的交易员,本金从来不是问题,哪怕就一两千美金,也能做起来,只有不会做的人才觉得一切都是因为自己本金不够造成的,为什么?因为他潜意识要扛单,要更多更多更多的容错,他不会做,他要准备很多钱去扛单,到最后的结果一定是爆仓。
这个世界本身就是1000块钱当3万块钱花,1:30的杠杆,请问你准备那么多钱干嘛?您应该准备的是认知,而不是钱。
但凡有人跟你说你要足够的现金流什么场外收入,能让你心态更好,去应对交易,这种心态其实都是外力都是假象,本质上还是不会做。
一个有钱人富二代不碰交易不赌博不创业,钱花不完,反之不会,认知不够,多少钱都不够填
交易从来不是有了很多钱才能做好
只要你不会,多少钱都不够
你会,不需要多少钱就行
所以对于会做的人来说,杠杆就是他的核心武器。对于不会做的人来说,杠杆就是他的核心爆仓武器。
中文

为什么35岁以上员工更稳定,招聘时不要,被裁的也是他们?
公司招了个37岁程序员,工资16000,比小年轻还少。
这人特牛,前端页面和后端服务都干得好,一个人就能把项目搞定。跟产品经理交流也顺,做的东西也稳当,老板可美了,觉得赚翻了。
之前项目组有人走,人事忙着招人。领导嫌应聘的人工资高,好多都不要。后来同事推了这个大哥,他经验多但年纪大。面试时,大哥专业问题答得好,还展示成果,表现很棒。
人事劝老板,老板给16000,大哥马上应下,第二天就来上班。后来听说,他原来公司业务收缩裁了整个部门,他都失业快一年。找工作时,投简历没反应,面试的一瞧他年龄就不要。
真是搞不懂,为啥公司对大龄技术人员有偏见。他们经验足,技术硬,还稳重负责。就因为年龄被歧视,太冤了。
中文

美国华人中有多少富豪?
美国大约有550万华人,人口占全美人口的1.6%,也是最大的亚裔群体。如果按照美国平均每个家庭有2.5个成员计算,美国有220万个华人家庭。
在2025年,美国全国的家庭平均收入为12万美元,大约合84万元人民币。而华人家庭的平均收入为15万美元,合105万元,比全美国平均水平高25%,是妥妥的模范族群。
那么,这220万个华人家庭里,有多少是百万富翁家庭,又有多少是千万富翁呢?
我按照全美国百万富翁和千万富翁的家庭的比例,进行一个保守估算。
根据权威机构的数据,美国14%的家庭拥有的净资产超过100万美元。也就是说,至少有30万个华人家庭,或者75万华人,迈入了百万富翁行列。
而美国有大约1.6%的家庭拥有千万美元以上的资产。因此,至少有3万5千个华人家庭,加入了千万富翁俱乐部。
国际上,人们普遍把拥有3千万美元的家庭定义为“超高净值家庭”。在全美国,这样的家庭大约有15万个。
因此,我们可以估算出,大约有2400个华人家庭,属于超高净值家庭。其实,我认识的华人朋友里,就有几个这样的家庭。
美国一共有九百多个身家超过十亿美元的超级大富豪。华人里面的代表也不少,包括英伟达公司的CEO黄仁勋(身家约1500亿美元)、雅虎创始人杨致远、Zoom创伤人袁征、盛大董事长陈天桥、谢青、孙大卫、杜纪川等等。
我的邻居,Meta公司CEO扎克伯格的太太普莉希拉·陈,也是一位华人。她嫁得好,导致她本人的身家高达300亿美元。
说起这两口子,今年夏季的某天傍晚,我在镇上的人行道上散步时,还撞见了她们夫妇也在那里溜达。

中文
jptrades_6 retweetledi

Top results:
1) @cursor_ai - AI coding
2) @claudeai - AI assistant
3) @NotebookLM - AI research
4) @WisprFlow - voice dictation
5) @meetgranola - meeting notes
6) @comet - AI browser
7) @NanoBanana - AI images
8) @ManusAI - general AI agent
9) @Tesla - full-self driving
Ben Lang@benln
Best AI product of 2025? All answers welcome, curious!
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jptrades_6 retweetledi

一个三甲医院医生说:“人只有在即将死亡的时候才能够明白这一切。人生其实就是一场骗局,最主要的任务根本不是买房买车,也不是即时行乐,这其实是欲望,不是真相。”
人生就是一个梦,虚无缥缈并不真实。我们不要给自己那么多的使命感和过剩的责任感,在这个世界上,活着的我们和一只蚂蚁,一只昆虫,一只蚊子,一只甲壳虫,没有任何区别。
当你走到了生命的尾声,蓦然回首,就会明白,我们追求的一切都恍若云烟,功名利禄终将变为尘土,恩怨情仇也终将随风飘散,我们在这个世间最真实的需要,不过就是内心的感受而已。我们最根本的任务不是买房买车,不是让别人羡慕,也不是过的一定要比别人好,而是可以按照自己喜欢的方式度过一生。
请记住你透支健康换来的优秀,不过是人事档案里随时可替换的几行宋体字。而单位的运转齿轮从未因此停滞半分。人生不是用红头文件丈量的,而是用看见花开、听见雨声的瞬间拼凑的。
毕竟,你熬的夜、拼的命、流的泪,最后都成了档案袋里轻飘飘白A4纸,而你错过的晚霞、失约的晚餐、没牵到的手,才是永远无法补录的人生正文。
中文
jptrades_6 retweetledi

@TheShortSniper not easy day. Market is like easy mode, hard mode, easy mode, hard mode.... lol
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