Adrian Siegwart

[Concretum Research @ConcretumR]

How should you size your trend trades?

If you run a trend-following strategy, you already know that signals are only part of the story.

What really drives outcomes is everything that comes after, and position sizing sits at the center of it all.

In this new research piece, we analyze different sizing approaches used by well-known trend-following investors, from Mulvaney to Quantica, from AQR to @basso_tom.

The right approach may not be absolute, but strictly dependent on your observation perspective.

Read the full article 👇

@jackschwager @RichB118 @Covel @GaryAntonacci

[Pedro @sillydarket]

https://t.co/T65Ek5xq4n

[Niko Prinz 🐬 @nikolaiprinz]

I just attended @naval ‘s fireside chat with @balajis at the Network State conference.

Here are my top 12 takeaways:

• Solving your material situation (financial freedom) is the foundation for building your life

• Wealth = ability to affect transformations

• If ChatGPT can replicate it, you likely can't monetize it

• Creativity is solving problems in new ways

• Real value lies in solving yet-unknown problems

• Self-improvement is the only true improvement

• Naval's greatest achievements stemmed from pursuing his natural obsessions

• "To be alone is the fate of all great souls" - Schopenhauer

• Book recommendations: "The Beginning of Infinity" and "The Fabric of Reality"

• Address material needs by creating something society wants

• You can't buy: a fit body, a calm mind, and a house full of love

• Don't chase respect; it leads to fame, turning you into a celebrity (often miserable)

• Ultimate bonus takeaway: You have to figure it out for yourself

[Jeff Dorman @jdorman81]

Been tweeting / replying a lot today about the FTX court approved sale of crypto assets, so if you missed key points, here's a summary with a few updates:

1) Galaxy Asset Mgmt, not their trading desk, won the bid. They must act as a fiduciary & sell gradually & opportunistically

[Adrian Siegwart @AdrianSiegwart]

@JackNiewold Don‘t do it

[Fed 🐻 @foliofed]

ChatGPT seems so powerful, but I feel like I'm using it wrong 99% of the time

Anyone write any threads about how to leverage it to its full potential?

[Adrian Siegwart @AdrianSiegwart]

@DeFiyst Wait, you don’t have that much ETH in your account?

[Adrian Siegwart @AdrianSiegwart]

@JackNiewold https://t.co/kZOLvT5EZC

[Adrian Siegwart @AdrianSiegwart]

@WifeyAlpha brings back memories

[Adrian Siegwart @AdrianSiegwart]

@JackNiewold Congrats! Incredible consistency as well

[Adrian Siegwart @AdrianSiegwart]

@depthflow @AlgodTrading Why can it not be coded when it‘s rule-based?

[Adrian Siegwart @AdrianSiegwart]

@Crypto_Joe10 Courageous tweet. Hope you’re right.

[Adrian Siegwart @AdrianSiegwart]

@Crypto_Joe10 Great thread sir!

[Adrian Siegwart @AdrianSiegwart]

What's up with that @CoinList? Can't redeem $WBTC for $BTC anymore?

[Flood @ThinkingUSD]

More disheartening than losing money is the realization this entire space was a facade of fraud and consistently attracts the worst actors.

[Adrian Siegwart @AdrianSiegwart]

Why would a bitcoin maxi like Peter advocate so strongly for using a trusted counterparty, as the whole point of Bitcoin is to....oh wait, those damn financial incentives. It never gets old, does it?

[Peter McCormack 🏴‍☠️🇬🇧🇮🇪 @PeterMcCormack]

@rodrigopacini @JBmastercrypto @mhluongo @danheld @TheRealBlockFi I trust BlockFi more than I trust smart contracts.

[Cobie @cobie]

This appears to be the first recorded case of NFT utility in existence 👍

[Adrian Siegwart @AdrianSiegwart]

@PrimordialAA @StargateFinance @LayerZero_Labs

[Adrian Siegwart @AdrianSiegwart]

excluding people in crypto

[Lex Fridman @lexfridman]

Most people are good.

[2670.eth @punk2670]

Do Kwon, Kyle Davies, Zu Shu, SBF, but it's the kid that wrote some of the Tornado source code that's in jail