Hexer 🧠

Every $BONK holder soon #LetsBONK

Now it is

1) what

It’s the great era of AI

Can yall please be clear on this? Can Max plan be used for OpenClaw?

Shalom BTC to $69k

Generating Alpha in All Market Conditions: A Quantitative Approach to Tokenomics-Driven Pairs Trading 1/7 A quantitative, market-neutral strategy can generate alpha irrespective of market direction. The thesis is to construct a pairs trade based on fundamental tokenomic divergences: long a deflationary asset with revenue-driven buybacks, and short an inflationary asset with significant insider token unlocks. 2/7 The long position targets protocols with "Real Yield." These projects allocate substantial protocol revenue to programmatically buy back their native tokens. This mechanism creates a deflationary force by reducing circulating supply and providing constant, structural buy-side pressure, directly linking protocol success to token value. 3/7 The short position targets protocols with predictable inflationary headwinds. Empirical analysis of over 16,000 token unlocks reveals a clear pattern: ~90% of events create negative price pressure. Unlocks designated for teams are most detrimental, correlating with an average price drop of -25%. 4/7 An archetypal pair would be Long HyperLiquid ($HYPE) vs. Short Arbitrum ($ARB). Hyperliquid utilizes ~97% of its substantial trading fees for automated $HYPE buybacks. Conversely, Arbitrum's tokenomics include a multi-year linear vesting schedule for insiders, creating persistent, predictable supply pressure 5/7 Execution requires specific instruments. Perpetual futures offer capital-efficient long/short exposure without expiration. A cross-margin account is strategically imperative; it pools collateral across all positions, allowing unrealized profits from one leg to offset losses on the other, thus preserving the hedge and preventing premature liquidation of a single leg. 6/7 A systematic framework for implementation and risk management: • Position Sizing: Positions must be dollar-neutral at entry to eliminate market beta. • Entry/Exit Signals: A rolling z-score of the pair's price ratio can identify statistically significant deviations for trade entry and mean-reversion exits. • Risk Mitigation: A stop-loss must be applied to the spread itself, not the individual asset prices, to protect the core thesis from invalidation. 7/7 This strategy exploits a quantifiable market inefficiency: the asymmetric pricing of slow, cumulative deflationary pressure versus sharp, predictable inflationary shocks. The objective is to achieve a high Sharpe Ratio, indicating superior risk-adjusted returns that are fundamentally uncorrelated with the broader digital asset market. big thank you to @hansolar21 I mainly traded isolated margin till the point I first saw his perp account on @Lighter_xyz and then I realised portfolio optimisation is so much easier with cross margin if you understand Market Neutral Positions, up 6 figures since and sharpe ratio at 5, since I trade market neutral

Shalom BTC to $169k

Are you ready for what’s to happen in Q4?

We are so back 🫡

Trump vs Elon Who wins?

@donvito @cursor_ai @Anthropic @threejs @grok do you like this?

OMG!!! this is getting out of hand!!! 🤯🤯🤯 spent another 6 hours to come up with this can't imagine I can create one of my fav games using AI pure prompting –– runs in the browser!!! flight simulator built with @cursor_ai / @anthropic sonnet / @threejs

This didn’t age well

@MySol2Squeeze Long live SOL

Beginning of a new era

@TheMoeHayek This at 222 is crazy

This gotta be the craziest timeline of our generation

This is who you're trading against

@intuitio_ We run it all back turbo wallahi mode. Also got liquidated on 2x ETH CoinM longs because Vitalik doesn’t like us but it’s aight. Inshallahi higher.

@JW100x @CryptoDaddi So many larps wandering around man

Didn’t think I would have to do this, but here we are: On Sunday of last week, I made a bet with @CryptoDaddi for $50k that $TRUMP wouldn’t hit $100 by Sunday(today) Today is Sunday, and I have now been blocked(lol) After making the bet in public, we confirmed it in DMs. I didn’t think it would be a big deal, we were mutuals and $50K isn’t something I really am worried about losing, so we didn’t put it in escrow(nor did he ask for it to be in escrow until he started losing the bet)

There‘s nothing to be afraid of. I started at the bottom. Now we here.

We're gonna rug so much, you may even get tired of getting rugged. And you'll say, 'Please, please. It's too much rugging. We can't take it anymore. Mr. President, it's too much

God is great Picked up a new gem 💎 $SOL to infinity turbo wallahi mode