botter

Joined October 2017
77 Photos and videos
yoma retweeted
【速報】 世界最大手DEX取引所、Hyperliquidにソフトバンクとキオクシアのシンボルが出現!! ついに、きたか!日本株!!! #キオクシア #ソフトバンク クリプトの世界に日本株取引が爆誕です!
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「これから有料Noteを書く方はQASHさんを喜ばせるだけの内容を書くと効果的だと思います。頑張ってください。」 草
拡散されたNoteの補足と感想|24時間稼働 @1112345678999_0 note.com/1112345678999_/n/n4…
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HyperliquidのETFできるのか
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yoma retweeted
Apr 22
Cobie reveals his top 5 crypto traders of all time (no order) - 2021 Su Zhu - GCR - ActualAdviceBTC - LightCrypto - Shoku
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yoma retweeted
"Crypto is the dumbest market in the world" Scott Phillips (@ScottPh77711570) runs HyperTrend — $20M of his own capital, one losing year in six. His edge? Picking the table big firms can't sit at. "There's no second-best counterparty in crypto. You see crime, you run towards it — crime is the foundation of edge." We cover: - Why crypto still has edge in 2026 — even when your uncle is talking about Bitcoin at Thanksgiving - The simple rules (buy 20-day highs, top-20 coins) that print through any market - Why stacking trend momentum carry gets you there from a spreadsheet — no automation required - Price-insensitive buyers (Saylor), price-insensitive sellers (North Korea) & why both are permanent alpha - The 90-day Binance listing short — an edge hiding in plain sight in market maker contracts - Why most shit coins trend to zero — and how to trade the ones that don't - Building a tokenized, permissionless DeFi hedge fund on hyperliquid — 2 & 20, fully on-chain - Why the best quant firms are run by near-non-verbal autists with one translator Thank you so much @ScottPh77711570 for coming on the pod! Highlights: 01:04 Table selection and the math of competitive alpha 06:21 Why basic trend following yields outsized Sharpe in crypto 08:49 Why market inefficiency persists despite institutional inflows 14:58 Price insensitive buyers: Cults, VCs, and North Korean hackers 17:17 Factor analysis and the size-decay effect in shitcoins 25:40 The structural edge in mid-frequency crypto strategies 32:43 Tokenized DeFi vaults and on-chain hedge fund governance 40:43 Designing a robust portfolio: Equal weighting vs. MVO 44:21 Sourcing alpha from ghost chains and VC exit liquidity 49:58 Exploiting market maker contracts and post-listing drift 53:55 Operational alpha: Managing margin and manipulated funding rates 01:01:13 Shifting from quant to CEO 01:11:28 How to bridge the mentorship gap with elite traders 01:22:38 Building network triads: The secret to compounding social capital 01:29:23 Why 10x goals require total identity transformation
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yoma retweeted
Jan 26
CZ I held all the tokens listed on Binance last year Please advise
I've seen many different trading strategies over the years, very few can beat the simple "buy and hold", which is what I do. Not financial advice.
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20 Dec 2025
Exchange Structure:Robinhood won't work for crypto stalequant.com/essays/index.… Lighterがやっている手数料無料モデルは持続しないという仮説 ・RobinhoodでもPFOFは利益の中核ではない ・Cryptoはスプレッドが小さ過ぎてMMが儲ける余地が少ない ・DEXでは上手いトレーダーを追い出したりできない

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yoma retweeted
kwant fomo it is better to do simple dumb things than to do "sophisticated" things badly.
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12 Nov 2025
Paradexの仕様をうまく突いて儲けたbotterの話、面白かった 出てくる損益曲線がえげつない
12 Nov 2025
New article is out on how i drained 5 fig from Paradex (And abused their API), with more technical explanation, lot of footage. for those who wonder what i do on daily basis, and are curious and want to learn more, or get dopamine armv7l.substack.com/p/how-i-…
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yoma retweeted
4 Nov 2025
my takeaway from these excellent CBB threads is that "table selection" remains deeply underrated effective table selection (picking the best markets to deploy on) drives far higher long-run EV than incremental infra tuning in hyper-efficient markets this is one area in which i, frankly, need to be better clearly you can be a B-tier operator in soft markets and make gobs more money than A-tier operators in competitive markets anyone have a heuristic for crypto table selection? for quant trader types
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yoma retweeted
20 Oct 2025
めっちゃすごい👏 僕もこういう支配的取引やりてぇ~
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yoma retweeted
11 Oct 2025
1/ An investigation into the alleged identity of the mysterious Hyperliquid/Hyperunit whale, who holds over 100,000 BTC. Recently, he sold over $4.23B in BTC to acquire ETH and is the same person behind the $735M BTC short order placed on the same platform.
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7 Oct 2025
substack.com/home/post/p-173… BinanceとHyperliquidでfunding rateが大きくマイナスの場合(ロングが受け取り、二つの図の右端)の値動きが異なるという記事。 これは、HyperliquidではKYCがなくインサイダーが売っているからではという仮説
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yoma retweeted
28 Sep 2025
For my first substack post about quant trading, here is the insight i would give to anybody starting or needing a reality check. "No Courses, No Mentors, Just 2 Years in the Crypto HFT Trenches" armv7l.substack.com/p/no-cou…

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26 Sep 2025
Asterのスポットでマーケットメイクしてた人の記事 4日で108%儲かったらしい blockbandit.xyz/adventures-i…
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yoma retweeted
The question of high volumes on Lighter has come up again, so I wanted to share some thoughts. For one thing, we don't incentivize volume and it's not the main metric we track, those are OI and TVL. x.com/0xLoris/status/1969194…

20 Sep 2025
lighter is faking about 80% of their volume definitely kicking the hornet's nest here but w/e "faking" is perhaps too imprecise - facilitating inorganic volume
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