I'm a quant who went rogue.
For years I built models for funds that charged 2 and 20 to tell you what I'm about to share for free.
Here's what they don't want you to know about AI and crypto: 🧵
The quants who manage your pension fund? They use the same tools I do.
The difference: I'm not taking 2% of your assets just to underperform the S&P.
Follow along. First deep dive dropping tomorrow.
The algos don't sleep. Neither do I. 📉🤖
I'm a quant who went rogue.
For years I built models for funds that charged 2 and 20 to tell you what I'm about to share for free.
Here's what they don't want you to know about AI and crypto: 🧵
What I'll share here:
• Deep dives on AI/crypto before the crowd catches on
• Red flags the influencers won't mention
• Quantitative analysis, not vibes
• Predictions with receipts (I'll track every call)
Second: Most crypto "analysis" is bag pumping disguised as research.
If someone's bullish on everything, they're selling you something.
I'm short on hype, long on math. When something's garbage, I'll say it.
First: 90% of "AI companies" are just API wrappers around OpenAI.
They raise at $100M+ valuations with no moat, no proprietary data, no defensibility.
When GPT-6 drops, they're toast. I'll show you how to spot the real ones.