Natan

4.6K posts

Natan

Natan

@natanb55

Katılım Ağustos 2010
508 Takip Edilen507 Takipçiler
Natan
Natan@natanb55·
@TheSpeculator0 And dutchmans charge you to take a piss everywhere haha
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Speculator@TheSpeculator0·
Iceland has perfected squeezing rich tourists for their money. Even as a dutchman i'm appalled / impressed
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Natan@natanb55·
Most of the times I see myself removing effects when analyzing data. And then I remember Munger's quote "invert, always invert"
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π* | ¤
π* | ¤@totlsota·
your create/consume ratio will define your life AI = infinite tools AI = infinite content most will binge, scroll, consume some will create, build, expand increase your create/ consume ratio to win the next stage of the game don’t yield to brain mush life - create
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Natan@natanb55·
Thinking differently pays-off in a world where information is abundant. Uncontrolled social media usage ruins your judgement.
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Israel ישראל
Israel ישראל@Israel·
Heartbreaking and inspiring at the same time. Romi Gonen, hostage survivor, speaks. Israel’s young adults are the most ready of any country’s young adults to take on the world. It’s not even close. 🎥 @Uvda_tweet
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Natan@natanb55·
@nikete @RuneKek I’m not in the governance space rn. Just saying that llms have improved a lot since then
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nikete@nikete·
@natanb55 @RuneKek whats the most interesting experiment you've seen in this direction?
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Natan@natanb55·
To see MakerDAO put the word "AI" more than five times in its new roadmap is disappointing like watching your childhood idol go into rehab. forum.makerdao.com/t/the-5-phases…
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Natan@natanb55·
@ltrd_ Sure, coding in react is as challenging as coding hft systems 😑
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ltrd@ltrd_·
People misunderstood relatively small numbers of appropriate candidates with competition. I would like to assure you that at the last stage of recruitment process, 80% of people that you will face for such roles (especially on junior positions) are ex-CS olympiad winners, people that at the age of 12 made their first games and then prepared for olympiads from the age of 15. It's definitely not that easy.
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Natan@natanb55·
I totally get this feeling. Founded my own shop at 23 right out from school and had to learn everything from scratch. Not having a mentor at that age is very hard. The only way to learn is to be humble and don't be afraid to ask dumb questions to peers and employees.
ltrd@ltrd_

x.com/i/article/1993…

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Natan@natanb55·
@AgustinLebron3 @systematicls When you are in the back of the queue can't you use that lag before getting filled and information of front-of-the-queue orders to derive if you are getting adversely selected? I know that intuitively on most cases if you are getting adversely selected, all the level is filled.
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Agustin Lebron
Agustin Lebron@AgustinLebron3·
@systematicls Correct, with the caveat that in the limit of infinitely small tick, all trades are print throughs, so being at the front isn't critical. It's more like everyone gets to choose where in the book to sit given your particular constraints (speed, predictive edge, etc).
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sysls
sysls@systematicls·
Thinking about edge vs queue position in market making. Seems like tick size determines which one matters. Large tick assets: - Can't undercut by 0.0001 to jump the queue - Queue position IS your edge - First in line earns spread. Last in line is exit liquidity. Small tick assets: - Improve price by a hair, you're now first - Queue irrelevant. Edge is predicting when to improve. The flip: large tick = queue war, small tick = price war. "But edge per trade is higher in large tick" -> sure, and adverse selection increases with queue position. Back of the queue gets picked off. Your edge means nothing if you're last. True?
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Vivid.🇮🇱
Vivid.🇮🇱@VividProwess·
Horrifying testimony of Rami Davidian, who saved over 750 Israelis on October 7th, driving to the music festival repeatedly to rescue them from Hamas. "I saw girls tied up with their hands. They were murdered and raped. Over 30 girls were murdered and raped here." Horrific. 💔
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Natan@natanb55·
@fedemolina Malísimas. Tengo varias y tienen problemas.
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Fede Molina
Fede Molina@fedemolina·
Hace un año y medio compré una laptop Alienware pensando que era de “calidad” y high-end. Hace unos días me levanto y voy a prenderla y para mi sorpresa apareció en el BIOS un error: el ventilador del CPU estaba muerto. Se la pasé a mi papá (ingeniero electrónico) para que la revisara y me dijo que no solo el fan del CPU estaba roto, sino que aparentemente los 4 ventiladores habían dejado de funcionar. Todo indica que el problema viene de la motherboard. Conclusión: no compren Alienware ni Dell. Son una garompa.
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Natan
Natan@natanb55·
Cheers Ceph. You always had the patience to answer even my most stupid questions. I will always appreciate that. Thx.
cephalopodshop@macrocephalopod

If anyone wondered why I’ve been posting less actively for the last year or so — it’s because I think I’ve said nearly everything that I can say on the topic of quant finance. I started posting ~5 years ago because I thought there was a big gap between what I was reading on twitter, and what is common knowledge among experienced quants in industry. I think my posts narrowed that gap somewhat, as well as others like @__paleologo, @0xfdf and @systematicls. I don’t have anything to sell, and if I continued posting about quant topics I would either be repeating myself or revealing proprietary information. I have no wish to do either. So consider this a soft goodbye — I’ll still be reading and I’ll still reply, but I probably won’t post anything new on the topic of trading. If I ever write about it again it will probably be long form as that seems more appealing than farming likes on twitter.

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Natan
Natan@natanb55·
The AI local multi-year top was probably marked on the release of gpt-5
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Keir Starmer
Keir Starmer@Keir_Starmer·
The Israeli Government’s decision to further escalate its offensive in Gaza is wrong, and we urge it to reconsider immediately. Every day the humanitarian crisis in Gaza worsens and hostages taken by Hamas are being held in appalling and inhuman conditions. We need a ceasefire now.
Keir Starmer tweet media
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Eylon Levy
Eylon Levy@EylonALevy·
How psychopathic is Hamas? It forced starving hostage Evyatar David to DIG HIS OWN GRAVE for the cameras.
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Natan@natanb55·
@NathanWorsley_ Waking up on alerts in the middle of the night with hundreds of transactions clogged in one bot. You made me feel nostalic of those times. I have kept one story to myself that we share.
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Nathan Worsley ✨
Nathan Worsley ✨@NathanWorsley_·
This post went viral because it touched on something deeply human. I'm reminded of the famous scene from Blade Runner when the replicant is dying after making the sudden decision to save our protagonist. "I've seen things you people wouldn't believe. Attack ships on fire off the shoulder of Orion. I watched C-beams glitter in the dark near the Tannhäuser Gate. All those moments will be lost in time, like tears in rain. Time to die." In that moment, the robot suddenly feels human. We empathize with him. He is like us. I often feel this way about MEV. I've seen things you people wouldn't believe: 100-block reorgs on the chains of Polygon; intense firefights for a single available websocket slot on Avalanche; secret deals with major foundations; backstabbing over millions of dollars; wars erupting in the unlikeliest locations; cartels forming and falling apart; hacks, rugs, and acts of charity. All of it lost in time, like tears in rain. I don't think I'm alone in feeling this way. Whether you've played competitive games, worked in a particular industry, witnessed a major world event, or been part of specific friendship groups - you've had experiences that felt extremely meaningful at the time, yet are now lost to the ages. Most of history is already lost to us. I can only imagine what it was like to participate in a great battle, conquer a nation, or traverse a mountain for the first time. These were experiences lived and felt, deeply, by people just like us. Feelings of meaning, the impermanence of meaning itself - these form a bond that unites us all. It's a topic that makes me both happy and deeply sad to reflect on, even when writing this. If you take anything from this, maybe it’s to memorialize the moments in your life which matter. Share them. Reflect upon them. Build them into the corpus of human history. You might believe that no-one cares - what was meaning for you will never be felt again. But someone, someday, in a situation you will never be aware of, might care. I care! Don't let the rain wash everything away.
Nathan Worsley ✨ tweet media
Moon Dragon@frozenaesthetic

Share a piece of lore about yourself

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Francisco Amadeo
Francisco Amadeo@famadeo·
In other news, I just started as a quant research analyst at Hillroute Capital, a crypto fund. Given that my past experience is primarily in tradfi, I'm naturally excited for this opportunity. Thanks so much to many here who not only entertained the possibility of working together but also have taught me so much -- you know who you are.
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Santisa
Santisa@Tiza4ThePeople·
Hyperliquid is incredibly divisive right now. On one hand, you’ve got people who made money and turned into religious zealots.
On the other, there’s plenty of coping from those who missed out. I didn’t miss out, I only hold Bitcoin. So my criticism is -kinda- honest. HL
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