Joined June 2013
- Tweets 7,499
- Following 845
- Followers 733
- Likes 13,303
1,290 Photos and videos
Pinned Tweet
Most Traders lose money
This is a fact; 99% cannot seem to find a way to extract profit from the markets with any regularity
This is why the good traders make such outsized gains, we collect the monies of the impatient, inexperienced and uninitiated
(we will call them iiu)
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This man knows a thing about supply/demand
Napkin math checks out
(Not sarcasm!)
seen some takes on "i'd buy SPCX in 3 months at a lower price"
sure - but that's on a fundamentally different thesis
the thesis at open should be entirely based on flow - val doesn't matter
because you have a stock that has
- 4.2% float
- o/w only 20% to retail -> this means 0.8% possible sell pressure (rest to long-only)
- o/w >50% won't sell given flipping policy / natural hodler -> 0.4% possible sell pressure
while index funds are expected to buy 20bn / 1%
1% >> 0.4%
it's like elon launches at coin with 99.6% control while a DAT is coming in 2 weeks. insanity
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𝕋𝕠𝕤𝕙𝕚 M̵̨̹͉̦͓̝̠̆̈͗̕. エクイティ—アーク | ฅ^._.^ฅ retweeted
Jun 7
if the market is getting to you and you’re thinking about quitting
you absolutely should, you fucking pussy
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Every year I Sell In May and Go Away.
And every year a group of [redacted] people on this app explain their thesis for why it's different this time
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Everything in cycles
History sometimes not only rhymes but repeats
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I already do hate it all
Jun 1
You will hate it all back soon
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𝕋𝕠𝕤𝕙𝕚 M̵̨̹͉̦͓̝̠̆̈͗̕. エクイティ—アーク | ฅ^._.^ฅ retweeted
May 27
5/
We're launching soon.
The first 100 traders to sign up through our landing page receive a founding-trader spot - free access at launch, no waitlist.
→ oddeon.xyz
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One can't do this list seriously
Only proper way is as a joke
"Best of CT circa 2017" at best
May 21
THE OFFICIAL TOP 25:
'THE BEST OF CT' RANKINGS
1. Cobie
2. CL
3. mert
4. theadguy
5. Jeff
6. Mayne
7. Flood
8. based16z
9. Jesse
10. shoku
11. Intern
12. Meltem
13. Rhino
14. Kel
15. Frank
16. awawat
17. tolks
18. innerdevcrypto
19. chase
20. Cold Blooded Shiller
21. loma
22. gainzy
23. yano
24. rasmr
25. Alon
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Always sucks watching upward PA but CB-prem still negative
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95% sure my buddy just got snatched off the street last week and put in a Thai-prison for 2yrs.
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The comments of this post make me happy to be in crypto and have such wonderful counterparties
May 7
Sat down with @coffeebreak_YT today on Bitcoin and Digital Credit.
His edit will drop soon. Posting the full raw hour for anyone who wants the unfiltered version.
Enjoy
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$STRC still not above $100, which means Strategy is still not buying and all this price runup is front-running? 6days left
May 6
So STRC will have at most 6 days to tap $100 before the next ex-dividend date?
That’s half the duration of the two previous cycles?
OI back to 2026 highs as participants front-run Saylor’s flow that should come in lower than expectations of when that OI was built?
Alright…
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Have you heard people saying Ai will take away all edge from markets?? Leaving nothing left for us fleshbags to manually exploit???
I for one am salivating at the thought of trading against the next cycle's counterparties; overtuned systems the creator knows nothing about since they prompt-engineered the whole thing, turned it on, and as long as it traded, didn't care to look at a single line of code
Foaming at the mouth to counterparty these bots.
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People are accumulating intellectual debt at an frightening rate. They mistake access to a tool for possession of the engine that makes it useful and adopt AI-generated outputs without the foundational knowledge to evaluate them.
Backtesting is a good case study. Seen it all over Twitter recently. AI has democratized what was once a technical skill, and now everyone can produce a polished equity curve in minutes. But the output looks equally professional whether or not you’ve accounted for survivorship bias, look-ahead bias, overfitting, etc. and most people posting results clearly haven’t.
The core truth hasn’t changed: you still need to know your craft. AI can accelerate the work of a competent person, but it cannot substitute for the judgment that competence provides. If you can’t critically evaluate what a tool gives you, you’re not really using it.
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May 2
the fastest growing GitHub repos in finance this week:
1. TradingAgents ( 7.9K ★)
multi-agent LLM trading framework from UCLA/MIT. fundamental analyst, sentiment analyst, technicals, risk manager with DeepSeek V4 thinking-mode support.
2. FinceptTerminal ( 4.3K ★)
open-source Bloomberg alternative built in C 20 Qt6. 37 AI agents in Buffett/Munger/Lynch/Graham style. real-time trading with 16 broker integrations. internal MCP AI quant tabs.
3. daily_stock_analysis ( 2.3K ★)
LLM stock analyzer for US, A-share and H-share markets. auto-builds a daily decision dashboard with entry/exit levels. pushes to WeChat/Telegram/Discord/Email via GitHub Actions.
4. Vibe-Trading ( 1.9K ★)
personal trading agent. natural language - strategy - backtest - export to TradingView/MT5. your own AI trading desk in one pip install.
5. QuantDinger ( 837 ★)
self-hosted AI quant OS. research markets, generate Python strategies, backtest ideas, run live trading. crypto, stocks via IBKR, forex via MT5. one Docker Compose, your infra, your data.
6. TradingAgents-CN ( 641 ★)
Chinese fork of TradingAgents. fully localized for A-share markets, Chinese data sources, and domestic LLMs.
7. last30days-skill ( 630 ★)
AI agent skill that researches any topic across Reddit, X, YouTube, HN, Polymarket and the web in the last 30 days. plug it into any agent.
8. qlib ( 569 ★)
Microsoft's AI-oriented quant investment platform. end-to-end: data - alpha - portfolio - execution. the most serious open-source quant infrastructure out there.
9. scientific-agent-skills ( 511 ★)
ready-to-use agent skills for research, science, engineering, analysis, and finance. plug into any agent framework. covers bioinformatics, cheminformatics, and now Hugging Science.
10. OpenBB ( 387 ★)
open-source financial data platform for analysts, quants, and AI agents. stocks, crypto, options, derivatives, fixed income шт one platform. integrates with AI agents via MCP.
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𝕋𝕠𝕤𝕙𝕚 M̵̨̹͉̦͓̝̠̆̈͗̕. エクイティ—アーク | ฅ^._.^ฅ retweeted
Hyperliquid put orderbooks onchain and made every fill public.
Until now, tracking these wallets was spam. Endless fills, and no way to read conviction.
We rebuilt it. This is what edge looks like.
Introducing Advanced Hyperliquid Alerts.
Live now for Pro and Whale users.
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My buddy send me this a few days ago
I never look at my messages..
But i did this morning!
MY REPLY:
This is in the same vein of what we were talking about on the call. The market is showing it wants to go up by factors being aligned, showing resilience in the face of bad news, etc.
So the market is right! Always
But looking at actual liquidity data, it has peaked and IS going down.
Darius & Howell are measuring different things
Apr 16
LIQUIDITY: You don't want to make a career being on the other side of the great @crossbordercap's views on the liquidity cycle. That said, our Global Liquidity Model agrees with our friend @RaoulGMI in the debate below.
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Oh, we know how bad it is..
Apr 18
JD Vance: "People don’t have any idea how bad the corruption is in Washington DC"
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𝕋𝕠𝕤𝕙𝕚 M̵̨̹͉̦͓̝̠̆̈͗̕. エクイティ—アーク | ฅ^._.^ฅ retweeted
Apr 17
Doubling down on this from the morning.
Today's events changed little. If anything, the status of the strait is even fuzzier than it was yesterday.
Apr 17
Iran says the strait is open, according to the rules Iran has set (which isn't really a change in policy).
Trump says the strait is open, but also that the blockade (which is being half-enforced) will remain in place.
Upshot? Status of Hormuz remains fuzzy, which means traffic remains depressed.
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