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Neg
574 posts


Scary time to be taking out a big mortgage in London right now.
Property prices across the capital are collapsing as we speak - they have fallen for six consecutive months.
Housing has carried a ridiculous monetary premium for 30 years because of money printing and cheap credit. It stopped being shelter and became leveraged money.
That dance is done.
London is getting hit hard because the UK is in structural decline... high taxes, hostile policy, and falling global relevance.
The global elite who used to park capital in London property are moving to Dubai/Singapore/Hong Kong and into other global assets like Bitcoin.
Add in bad demographics and slowing immigration and you get a brutal repricing.
Taking a 30-year mortgage on a £500k one-bed flat right now is one of the riskiest things you can do right now and I wouldn't recommend it.
You're essentially long a dying monetary premium when housing is going back to the cost of its utility.
And the monetary premium it's losing doesn't just disappear btw, it flows into better stores of value.
Like Bitcoin.
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I keep seeing people backtest with Claude/ChatGPT and it's painful to watch.
LLMs will:
→ Invent price data to satisfy your prompt
→ Look into the future
→ Ignore survivorship bias
→ Make wrong assumptions about splits & adjustments
They will make your backtest looks great but pnl will probably not follow.
I built Kwants to fix this.
It gives your LLM a real backtesting engine:
• Downloads & cleans your Polygon data automatically
• Enforces strict point-in-time data access
• Ignores late prints
• Runs fast with vectorization + caching
• No hallucinations allowed at the infrastructure level
No code required. Works with any LLM.
Try it now:
kwants.dev
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@DeludedVision What’s the edge? Buy the entire float multiple times over and squeeze the pathetic retard shorts
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@James_Foresight You longed the stock under vwap whilst it was going down, but didn’t long when the squeeze to infinity initiated?
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Some stats I ran just now from @QuantedTrading (gap criteria $0.30+ and 1M+ pm vol, runner criteria 100%+ open-HOD %, 3M+ vol.)
October 1, 2024-March 19, 2025:
368 gaps over 50%, 219 gaps over 75%, 141 gaps over 100%, 258 tickers that hit 100%+ open to HOD.
October 1, 2025-Present:
215 gaps over 50%, 118 gaps over 75%, 71 gaps over 100%, 125 tickers that hit 100%+ open to HOD.
40% drop in 50%+ gaps
46% drop in 75%+ gaps
50% drop in 100%+ gaps
52% drop in 100%+ runners
In summary: We have seen a 50% decline in both 100% gaps and 100% runners. SC market structure has CHANGED.

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@daytradingzoo Jesus, I think usage is calculated monthly so you should see a reset soon, but with ultra you can pay on-demand usage so even if you hit their limit you pay as you go over that

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@daytradingzoo Idk what the limits are but even yesterday I used 66M tokens on Ultra
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@hackertrader @FactPulse93508 If the extent of him “playing with it” is his X header, then he’s definitely ngmi
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@0xNeg @FactPulse93508 Apparently Anthropic and openai are ngmi
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