Beerus

Quant · Order flow · Algo MM

[Beerus @BeerusS0L]

@FBChaiTrading Same pain here honestly
markouts are the real bottleneck
Are you measuring at a fixed horizon (30s/1min) or adaptive? Curious if widening min_spread helps you or just kills fill rate

[Beerus @BeerusS0L]

MM bot update
New iteration: targeting much calmer markets with wider spreads — ~15 bps avg on base:0x1111111111166b7fe7bd91427724b487980afc69 .

Over 5-6 sessions, ~100 fills total. First two sessions were unprofitable, but the following ones turned net positive. Sharpe ratio is still not satisfying though, so more work needed on consistency before scaling up capital.

Net positive now, but variance is still too high to size up

[Beerus @BeerusS0L]

@qantis

[Beerus @BeerusS0L]

@xmaquina @boosterobotics He's definitely a better finisher than Mbappé, lmao

[Paone @paonx_eth]

MIT put online the exact 1-hour lecture that quant funds pay $600K/year for people to understand

it's the math behind every trading system on wall street: random walks and Markov chains

The part that breaks people's brains:

the professor mathematically proves that in a fair game, no strategy can ever win

not a clever one, not a complicated one. none. your expected profit is locked at zero

So how do quants make billions with the same math?

simple: they never play fair games

they use this exact lecture's tools to find games where the odds are tilted (even 1%) and then repeat the bet thousands of times until math turns the tilt into guaranteed profit

Casinos run on it. hedge funds run on it. the best Polymarket wallets run on it

that's the whole secret. no prediction, no gut feeling. find the tilt, repeat, let the math work

1 hour, free, from MIT. the same material costs $50K/month in quant salary

Save this and watch tonight

[Beerus @BeerusS0L]

this is what a day of iteration looks like

[Beerus @BeerusS0L]

@LjO_o8 @Flows_terminal @Flows_terminal is alpha !!!!!

[Beerus @BeerusS0L]

@Flows_terminal thanks

[Beerus @BeerusS0L]

@LjO_o8 @thatismyquant @Flows_terminal order flow is alpha !!

[Beerus @BeerusS0L]

@LjO_o8 @Flows_terminal thanks bro !!

[LiL 🤘 @LjO_o8]

Bro doing a great job, follow him.
Follow @Flows_terminal as well.

[Beerus @BeerusS0L]

@dVersindaj 100%

Real edge is knowing which book will actually fill you without destroying your inventory

[Beerus @BeerusS0L]

I used to filter OB by spread width for my MM bot
Completely wrong

Small spread + real flow > wide spread + no flow
High volume means nothing if it's wash traded you can't capture it

Took me a while to figure that out
Market selection is the alpha, not the strategy

[Beerus @BeerusS0L]

@qantis @ChifoiCristian 😆😆

[Beerus @BeerusS0L]

@webcoreagn Both, but tape reading is what actually tells you if flow is real
OB imbalance can be faked in 1 second, trades can't

[Beerus @BeerusS0L]

MM session recorded, content dropping soon

[Beerus @BeerusS0L]

@FBChaiTrading No, just quoting on the perp market but https://t.co/xEDFRkp5Vi has some interesting stuff going on

[Beerus @BeerusS0L]

Starting to get my MM bot profitable on Hyperliquid
But I don't quote every market

Order book selection matters more than the strategy itself. Volume, OI, taker flow and most importantly: no wash traders on the other side

[Beerus @BeerusS0L]

Binance Perps last 24h:

→ $405M liquidated
→ 77% were longs
→ BTC -5% · ETH -10% · SOL -7%
→ Fear & Greed at 12
→ CT in full "crypto is dead" mode

The market transfers money from impatient hands to patient ones.

The others provide the liquidity.

[Beerus @BeerusS0L]

@gurtcrypto Volume, OI, taker flow
And I avoid markets with wash trading no real flow = no edge