𝕭𝕽𝕴𝕯𝖃𝕭𝕭𝕯

[Trackmind @0xTrackmind]

this paper is f*cking insane

a quant paper uncovered a factor with a 13+ Sharpe out-of-sample by conditioning purely on market regimes.

the numbers: 158.6% annualized returns, 12.0% volatility, -11.9% max drawdown, tested across 20 years of S&P 500 data.

the crazy part is this factor isn't always active, it only kicks in during specific drift regimes.

most factor models chase what works.

this one chases when it works.

bookmark before this thread gets buried.

[𝕭𝕽𝕴𝕯𝖃𝕭𝕭𝕯 @bridxbbd]

@kain @infinex top five why? can you be more specific?

[𝕭𝕽𝕴𝕯𝖃𝕭𝕭𝕯 @bridxbbd]

@nellimkopi where do you check for daily new users?

[𝕭𝕽𝕴𝕯𝖃𝕭𝕭𝕯 @bridxbbd]

Dan Odell (CFO). previous roles in metaverse, Walt Disney Co

~20% workforce reductions in 2024. global workforce of 700 people, “40 countries, 6 continents”

[𝕭𝕽𝕴𝕯𝖃𝕭𝕭𝕯 @bridxbbd]

brief look into Consensys ahead of the potential IPO

https://t.co/GPPpdmQjRS

IPO could take place as early as 2026, “details regarding its scale and valuation have not been disclosed”

◾️ IPO details
◾️ product suite, traction, growth story
◾️ previous funding
◾️ management

[𝕭𝕽𝕴𝕯𝖃𝕭𝕭𝕯 @bridxbbd]

Chris McKibbin (COO). since 2017. co-founded and held executive roles in gaming/entertainment. Princeton, Columbia BS grad

Rob Dawson (CTO). previous roles as product lead and technical lead

Neal Gorevic (CMO). previously led marketing at Spotify

[𝕭𝕽𝕴𝕯𝖃𝕭𝕭𝕯 @bridxbbd]

@TedPillows rotation to stocks?

[𝕭𝕽𝕴𝕯𝖃𝕭𝕭𝕯 @bridxbbd]

@CantonNetwork where can we verify the traction? any on chain data to support your claims?

[𝕭𝕽𝕴𝕯𝖃𝕭𝕭𝕯 @bridxbbd]

@AndyPavia what about @Dashpay, another privacy coin? devs can build on that too

[𝕭𝕽𝕴𝕯𝖃𝕭𝕭𝕯 @bridxbbd]

@nextiscrypto @retardiod @MoonOverlord pretty sure everyone has a price