Markov

Quantitative trading.

[Markov @MarkovExp]

@trengriffin "Listen, it's Series A, you'd be getting in on the ground floor with guaranteed returns. It's a limited $250m raise, the vehicle is SBF Bail Capital."

[Markov @MarkovExp]

@lexfridman There needs to be a plugin that randomly closes 10% of open tabs every night, and allows you to restore any ones you can remember and name in the morning.

[Markov @MarkovExp]

@therobotjames @AdnanVanDal1 Passive Macro means long Treasuries. Active Macro means short Treasuries.

[Markov @MarkovExp]

@VitalikButerin @Galois_Capital @TrustlessState @ArthurB @danrobinson Small aside for those here only for the maths, this is a pretty good summary of why exponentiation is not commutative:
https://t.co/9w0nw9xscQ

[Markov @MarkovExp]

📖 READ: Jump Trading on Exchange plans: https://t.co/3ceaVH92aF

🎧 LISTEN: Bankless Merge Debate: https://t.co/2W6hcGZHCJ

[Jump Crypto 🔥💃🏻 @jump_]

1/ With the Merge hours away, there are a lot of questions about what exchanges will be doing.

Here’s a list that may help you navigate this exciting moment in crypto’s history.

But keep in mind, the information below may change rapidly. Each exchange should be consulted.

[Markov @MarkovExp]

✔️ CHECK: Keep an eye on Whale transactions in the Whale Wallets (hourly) or subscriber area (up-to-the-minute transactions) https://t.co/KtddxJzI0I

(SUBSCRIBE: https://t.co/7uBuJawPT4)

⏰ COUNTDOWN: The time until the merge: https://t.co/M3yGgNbyda

[Markov @MarkovExp]

A lot of BTC moved off Coinbase yesterday which is expected. Also looks like a possible transfer of collateral between Huobi and Okex. Some kind of post-CPI arb or flow mismatch perhaps leading to market maker collateral transfer?

[Markov @MarkovExp]

@laurentzeimes Peasant food is good food

[Markov @MarkovExp]

ETH/BTC flying, and funding rate differential is still substantial. Plays into @Galois_Capital's point about need to be increasingly careful about your beta hedge selection. Look at BNB, FTT, APE, LTC etc vs BTC for example.

[Markov @MarkovExp]

@arkansashype @spacemanbtw @Tree_of_Alpha @0xlocal If you want more up to date data and signals and things, I've set up an alerts Twitter (@SignalsExp) and a Discord which tracks DeFi wallet balances etc as well: https://t.co/sbts0x9FWt

[Markov @MarkovExp]

@arkansashype @spacemanbtw @Tree_of_Alpha @0xlocal In fact I built this silly little thing ages ago to aggregate order books. Works for most crypto pairs if you navigate via the home page. Pretty clunky and probably incorrect by now so beware!

https://t.co/NSB0VWlopy

[Markov @MarkovExp]

@SamRo Looks like my typical food basket is deflationary. Will not elaborate further.

[Markov @MarkovExp]

Now providing free whale wallet balance updates on Discord (https://t.co/sbts0x9FWt) including:

- Jump Trading
- a16z
- FTX
- Alameda
- Vitalik
- More coming every day

@jump_ @a16z #Alameda
#Jump #Whale #16z #ETH #ERC20 @whale_alert

[Markov @MarkovExp]

@Timccopeland Always onwards and upwards

[boaz weinstein @boazweinstein]

Me bidding ETFs on illiquid bonds at month-end. One all of the all-time great clips for people who have been OTC market makers. https://t.co/ysAvjIt5Kx

[Markov @MarkovExp]

https://t.co/SKP0YhqepX

[Markov @MarkovExp]

Looks like a skew towards buying on FTX spot BTC/USD. Funding rates are being pushed lower, not seeing such a volume discrepancy in the futures/perps.

[Markov @MarkovExp]

@TheSpeculator0 The "killer app" was always IB messaging. Used to do a lot of volume over IB chats when I was a sell-side trader. Symphony was created to replace this, and a massive price hike is the kind of catalyst firms need to start switching fully. Loads of vendors for the other data

[Markov @MarkovExp]

@CliffordAsness For those asking:

Citadel Securities Revenue Surges to $4.2 Billion on Volatility

"Citadel Securities brought in $2.6 billion of earnings [EBITDA] ... for the first half of the year, a 30% jump from the prior year."

https://t.co/IUkX6SsPoc

[Markov @MarkovExp]

@kashhill App has access to scan for network connections, your friend's wifi was ranked highest by signal strength despite not being actuallt connected, and they linked the network name with the activity?