verg
349 posts

verg
@therealverg
Tech. Quant trading, Python maximalist.
Katılım Aralık 2019
768 Takip Edilen1.5K Takipçiler

@brianluidog Brother if you're not listening to brr brr patapim tralalero tralala nightcore rap right now you're literally a boomer
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@therealverg People are saying cooked/cooking is already OLD SLANG used by great-grandpas.
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leaked @GoblinCap_ grad trader training video explaining market making
covers our proprietary approach to providing quotes & fair value methodology
free alpha 🧠
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@goodalexander You're an original thinker but there's nothing original about ETH bull posting about the flippening
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ETH flipping BTC is probably the only way you could make $50-100B liquid in crypto -- at $27B Net Worth Thiel is a 10-15x away from Zuck / Musk so he's probably still got permanent underclass mindset
WSJ Markets@WSJmarkets
Ether, the cryptocurrency long overshadowed by bitcoin, has surged about 20% this month. One big beneficiary: billionaire Peter Thiel on.wsj.com/4lIvQyj
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@goodalexander On your PFT work you seemed to advocate getting advice from LLMs re what to work on, yet here you're saying not to take personal advice from LLMs. Did you change your mind or do you think a line needs to be drawn somewhere? Keen to hear more
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As much as it’s profitable to apply “hyper reality” to assets (ie buying Palantir when there’s nationalism, or buying Bitcoin when there’s money printing) - it’s a reductive and bad approach to life as a whole
Reading Soros later works - you’re left with the picture of an old man who tried and failed to apply a successful framework in markets to politics (Ukraine) and to some extent his own life. And he’s left with more questions than answers - too ancient to explore them further
It’s best to treat people you spend a lot of time with on a hyper individualized basis rather than a collection of traits. You might have a friend who has sign value as a “fund manager” and everyone in his life treats him fully as a fund manager. Just treat him as a person divorced from his fund manager identity
Everyone is quirky and isn’t easily reduced to abstractions. But at the same time everyone is capable of “being the meme” if they need to be in a professional context. And if you start introducing the triggers that brings that identity construct out - you will be interacting with a societal projection not a person
Your relationships won’t be meaningful if you reduce people down to their meme. People aren’t stocks
I only really learned this by being a storm trooper NPC for my entire childhood and most of my adult life - then due to some health issues - kind of existed in an absurd wasteland for years. It was only after I discarded the 40 layers of narrative that I was able to even connect with anyone in real life
Obviously this is not a good way to make money. And you can’t have that many personal interactions. I don’t think it’s a good idea to put your personal life on blast on social media for this reason as well.
When you see all kinds of reductive statements on social media like “Asian girls are truffle pigs for white founders” or even the more innocent “looking for a co founder for life” or even just ppl memeing their trad wife / trad husband lifestyle. It reduces the sacred to a performance
You also shouldn’t be asking LLMs for advice on personal decisions in my view. This also aligns with LLMs advice - if you actually quantify it — so even if you’re an AI maxi. There should simply be domains where logic and token compression isn’t the main driver
Spontaneity is what makes us human in some ways
More economically
I think the level of profound cynicism that is required to thrive in the status quo can only be supported by a rejection of the underlying alienation in the rest of your life. Like you can’t trend trade relationships. Or map them into business cycles. Or you end up just going completely insane/ probably alienating ppl in your life
If you’re depressed generally it’s hard to see things clearly in an age when clarity of vision is increasingly the only differentiator . Being able to derive value from your own life without technology is also the only way Westerners will be able to avoid the digital vortex.
This is a weird post so I’ll just end it here
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@therealverg @brianluidog ‘Edgell’ sounds like lube for gooners
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@ScottPh77711570 Just plugging in my shitty version of a funding screener basistrade.xyz. It's scrappier but it aggregates funding from multiple venues
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@0xLightcycle @IDrawCharts @therobotjames @zhusu @macrocephalopod @systematicls @0xfdf Anyway, I'm getting off track
Back to cross exchange perp trades
You need a dashboard
My excellent friend @liquiditygoblin has made his public
These are a fn GOLDMINE. Bookmark it
bybitpremiums.xyz
okxpremiums.xyz
/16
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A thread on funding arbs in crypto
🧵1/
beaver quant@idro___
Hi everyone, Inspired by @ScottPh77711570's interview on flirting with models, I’m diving into funding arbitrages on DEXs. I’ll be sharing my early findings below , hoping to get feedback and spark discussions. Maybe even share how the live trading is going.
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@therealverg it gives 3 warnings on virustotal for some reason
virustotal.com/gui/url/e6451b…
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Built a tool for tracking some arbs. Used it a lot myself, but moved on to other trades. Figured I'd put it out there in case it's useful to some of you sickos.
Code's pretty rough. No promises on long-term support or anything. Use at your own risk.
basistrade.xyz
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