Quant Researcher | Co-founder CoPilot AI | Writing on Biology (Substack) | Aspiring Zoo Owner
Joined October 2008
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64 Photos and videos
Pinned Tweet
Apr 11
Final boss.
Long / short equities.
Yes it's scalable. e.g. screenshot assumes $20M at 2-5% daily volume.
You can just build things.
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May 23
1/
People think billionaires are just smarter or harder working.
I don’t buy it.
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May 23
5/
Most people stop after enough pain.
A few keep compounding through it.
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May 23
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“Failing without losing enthusiasm.”
That might be the stuff billionaires are made of.
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Apr 12
options trading is satellite.
long/short equities is core.
was blessed with luck in 2025.
now just gotta do it again in 2026.
this time with both core satellite fully dialed in.
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Feb 26
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it feels weird to say this because i’ve been shouting the death of software and the age of abundance from the rooftops for 3 years.
this will happen. but the speed of the crash is being wildly miscalculated. 🧵
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Feb 26
6/7
citrini argues for "Ghost GDP," but in the short term, high compute costs are crushing margins for AI pioneers.
the "AI Premium" often destroys enterprise value before it creates it. We are in the "heavy CAPEX" phase, not the "infinite margin" phase.
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Feb 26
7/7
the death of software is a slow, grinding operational reality, not a viral event.
age of abundance is the end state, but bureaucracy is the 9th wonder of the world.
invest your time and energy accordingly.
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19 May 2025
The consensus mechanism has always been a weakness of Solana's.
Now the leader again (no pun intended) with Alpenglow.
1/ Introducing the largest Solana Protocol change ever: Alpenglow, Solana's new consensus protocol conceived by the Anza Research team. Say goodbye to Tower BFT and Proof of History. Say hello to Votor & Rotor 🧵👇
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30 Jan 2025
The power of high quality feature engineering with a little "boost".
Out-of-sample performance
AI Selection: 70.4%
S&P 500: 21.9%
Average stock: 11.3%
Monthly rebalanced. $1B market cap and up. Long horizon forecast. Net of slippage and transaction costs.
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henry retweeted
23 Feb 2024
There are fast-twitch thinkers and slow-twitch ones, and groups need both to be successful.
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