all day I dream about alpha

Joined December 2024
21 Photos and videos
this is your counterparty and you’re bearish???
Jun 8
In Monaco for the Grand Prix this weekend. Sat down with a lot of VC guys and the signal was loud and clear: space, robotics, and nuclear dominated a lot of the conversation.
35
spaghetti 🍝 retweeted
β€œI just cranked up the leverage and prayed to Jeff,” Gallo says. β€œI felt like I was on stage in a normal esports event. You could really feel the electricity and how tense it was being up there.”
Young investors are demanding a high-stakes, high-speed, social way to trade. Welcome to crypto trading fight night. on.wsj.com/3RAt4Bw
7
9
59
7,456
the highest EV venue in the world to trade
We're looking for the best trader, with any size. Because I'm interested to find out -- if you trade $1,000 or less to $10,000 in the next month, I will personally send you an additional $10,000 of my own money. Two tracks: 1. Arena PvP wins 2. Normal trading performance, by Legend ELO. We developed a system over a few hundred simulations that we hope to identify the highest skill traders for perps specifically across most account sizes, that also takes into account that larger sizes are harder to trade, but still allow the opportunity for smaller accounts to win. Cash prizes. IRL prizes. On-platform prizes. A bunch of cool stuff. dm me on Legend if you start or are able to do this
3
86
no larp
We're pleased to announce that Legend has raised a $3.5 million seed round, led by @ElectricCapital, with participation from @ambergroup_io and @GSR_io, bringing our total raised to over $5 million.
3
11
1,939
Poetic really
1
47
spaghetti 🍝 retweeted
33
70
364
305,584
spaghetti 🍝 retweeted
dude wtf is going on!!! first SEVEN FIGURE POSITION on @legendtrade $CRCL
4
5
38
7,427
man colossus is the most beautiful high production value set of profiles I’ve ever seen on the most powerful forces of the past decade @patrick_oshag excellent work
51
spaghetti 🍝 retweeted
This is the story of Hyperliquid, the most profitable startup per employee on earth, told from a guarded office in Singapore. Last year, its team of 11 generated $900 million in profit. It's 3 years old, has never taken a dollar of venture capital, and is beginning to change how century-old markets work. Its founder, Jeffrey Yan (@chameleon_jeff), had never taken a physics class when he picked up a textbook at 16. Two years later, he won gold at the International Physics Olympiad. In 2019, he started trading with $10,000 from a living room in Puerto Ricoβ€”working off a television because he didn't own a monitor. Within 3 years, he was running one of the largest anonymous crypto trading firms. Then he shut it down. Yan was rich and free, but he had spent years inside crypto, watching it betray itself. Bitcoin's central premise was decentralization. Yet the biggest exchanges were centralized. Crypto kept reintroducing the dependence on trust it was built to eliminate. He set out to create what should have existed. Hyperliquid is a blockchain with a trading exchange on top, and anyone can build on it. Yan's vision is to house all of finance. In 3 years, it has done over $4 trillion in volume. And in the past few months, it has begun to outgrow crypto. Markets for oil, silver, and the S&P 500 now trade on Hyperliquid around the clock, weekends included, and are growing roughly 40% week on week. When the US and Israel bombed Iran on a Saturday in February, Hyperliquid was the venue traders turned to. Hyperliquid's success has cost Yan his freedom. He works out of a secret office in Singapore and cannot travel without two bodyguards. Even the team's housekeeper doesn't know what they do. In January, @domcooke spent a week at their office. Read his profile on Yan and @HyperliquidX below.
424
1,066
5,392
3,735,033
ex-post many things frontier ai can do are obviously replicable by other models - the frontier unlock is that ex-ante finding bugs in a 1M LOC repo is extremely difficult (needle in a haystack for discovery)
"But here is what we found when we tested: We took the specific vulnerabilities Anthropic showcases in their announcement, isolated the relevant code, and ran them through small, cheap, open-weights models. Those models recovered much of the same analysis. Eight out of eight models detected Mythos's flagship FreeBSD exploit, including one with only 3.6 billion active parameters costing $0.11 per million tokens. A 5.1B-active open model recovered the core chain of the 27-year-old OpenBSD bug." aisle.com/blog/ai-cybersecur…
45
there is a reason she is a journalist and not a capital allocator
Apr 7
Semafor's @lizrhoffman says prediction markets will replace "huge portions" of investing: "If I'm an investor, and I think that Coca-Cola is going to beat earnings β€” right now my options are like, 'I can go buy a call on Coca-Cola, short Pepsi, and hope that there's not a weird weather thing at the bottling plant in Atlanta or whatever. There's a lot of weird risks there." "And if you can just hit 'Yes' on that contract, it seems to me that a lot of investing is going to move that way." "As a social force, I don't love it. The long tail of nonsense is sucking up attention and, frankly, capital that could be doing more useful things."
50
spaghetti 🍝 retweeted
I got my BMI down to 9% for this. 04.16.2026
30
10
96
12,960
spaghetti 🍝 retweeted
just saw a leaked interview of my boy failing 2sum in the mercor leaks
31
62
2,569
141,236
category defining… the arena wasn’t built in a day
Polymarket is officially launching competitive trading markets. We're excited to be named @LegendTrade's Exclusive Prediction Market Partner.
3
64
inspired by @0xLoris let the deal flow commence anyone want this res? I can’t make it as I’ll be in LA
2
99
spaghetti 🍝 retweeted
I need to use plantir For like a hr!!!
425
1,325
10,725
2,728,413
type of guy to go to a speakeasy and order a tecate
2
39
where can I get bordier butter in nyc
1
98
type of guy who is bullish about perplexity in 2026
88