
quantitative milkman
2.5K posts

quantitative milkman
@quantmilkman
quant dev and professional milkshake enthusiast



Elon Musk 👇🏼

Introducing Catalyst, the agent layer for all of finance. Turn any natural language idea into a live strategy: research, backtesting & execution. Don’t get left behind. Waitlist open, join now.



Last week's pain: Citadel’s Global Fixed Income fund and Taula are among the hedge funds worst hit by last week’s market turmoil, while D.E. Shaw & Co.’s two main vehicles were a rare bright spot in the industry. Here's all the latest numbers we have been able to collect:

$HYPE is being held up by an entirely different cohort of individuals separate from the primary cohort behind general cryptocurrencies making it less adverse to overall crypto price risk At it's current market cap size, in comparison to what it's aiming to be (10x BNB in terms of financial infrastructure and benefit to Defi) combined with the unwillingness to sell until $100+ by it's holders The room for growth and velocity at which growth is expected to occur is currently at an astounding rate The entire fundamental structure has been set up for massive success (NO VC's, AF Buybacks) The mathematical purity of Hyperliquid as a concept is something that can only be compared to Kobe Bryant in his prime at a current $35/coin vs $60 all time highs) we are essentially retarded if not risking the entire life stack for free money within a 2 year time period

If your position is you were forced to fuck your users because an incumbent fucked them harder and you needed to stay competitive then you are just another cancer to the Solana ecosystem. They spoof orders, so do you. You play timing games and fuck the network, we don’t. We play for the long haul, you play like a bitch.

Y'all don't understand, this is the kpoppiest song to ever kpop. The blueprint. The constitution. The Magna Carta of GG songs. The most important 3 minutes in history





On Khamenei: We don’t list markets directly tied to death. When there are markets where potential outcomes involve death, we design the rules to prevent people from profiting from death. That is what we did here. I know some of you disagree and prefer that we list these markets without a death carveout because it keeps the rules simple and because many traditional markets, like oil futures, can be proxy markets for war and death. But we believe that’s different than having a market directly settling on someone’s death, which is not allowed for US regulated entities. What’s the point of the market, then? A market on Ali Khamenei out as Supreme Leader was important because leadership changes in Iran have major impact on the world order: • geopolitical implications • economic consequences • national security considerations • oil and commodity prices, many of which move based on news and expectations around this outcome And it’s always possible for a ruler to step down or transition power without death, even in autocracies. It just happened in Venezuela. In these instances, we make the caveat clear in the rules and in the market page, but today is a good learning that we can do more in terms of improving the UX and adding more ways to surface the rules. We are committed to improving. In the meantime, here’s what we’re going to do: • We are reimbursing all fees from this market • If you have a position from before Khamenei died, you will be paid out on the last-traded price before his death. (This was clear in our rules) • If you have a position from after he died, we’re going to fully reimburse your cost of entry



This Ex-OpenAI researcher turned $3B fund manager went 22% port $BE and 12% port $LITE in Q4. $LITE is up 459% while $BE is up 200% in last 6 months with insane YTD too. What a SAVAGE trade on the solutions to two of AI's biggest constraints. Copper & Electricity.



JUST IN: CME Group to launch 24/7 crypto futures & options trading on May 29th.









