cshum

Quant Trader | CTA | MM | non financial advice for sure

[cshum @cs_quant_trader]

U will have same feeling if u really tried out Claude and Cursor

[Stat Arb @quant_arb]

Ever since Claude code came out there has emerged a group of people into algo trading that didn’t have the IQ previously to produce a working trading algorithm but now post as if they’re RenTech. I heard one say he “spoke to a Quantum at Jump” and saw the secret sauce

[cshum @cs_quant_trader]

DCA is not winning all the time. Portfolio sizing is the key here

[Michael Saylor @saylor]

No Tariffs on Orange Dots

[cshum @cs_quant_trader]

True

[HangukQuant @HangukQuant]

Yeah, please do not use a genetic algorithm to optimise parameters on a rsi strategy and call it a quant system😳

[cshum @cs_quant_trader]

Retail lv "airdrop hunting" is NGMI. The return on effort is so low.

In contrast, pro investors execute systematically, requiring lots of capital, tech and time. Obv it can yield something meaningful.

So dun believe small scale hunting can bring u to anywhere. Focus on systems.

[cshum @cs_quant_trader]

@Azuki exciting!

[cshum @cs_quant_trader]

Just chill @chillguycto

#chillguy

[cshum @cs_quant_trader]

LP in DEX is long volume short gamma. The volume must be high enough to compensate impermanent loss.

Volume usually becomes enough only in Defi Summer. Obv its not right now. Only few LP projects' APY are sustainable.

Many KOL dunno it. If you dunno, just dont do it.

[cshum @cs_quant_trader]

In long run BTC will go up, so just TWAP it and do quarterly portfolio optimization.

Its supply is fixed, with pumping demand. Mathematically it will fly.

When its price is down a bit, I’m more excited as I can trim down average cost.

Buy low, sell high, not the reverse.

[cshum @cs_quant_trader]

Funding rate arb returns for lots of coins was > 100% pa several hours before. It’s a rate appearing at the bull waves in Q1 2024.

Long only exposure should be limited. Allocate some in market neutral arb. Focus on portfolio optimisation, but not long only now.

[cshum @cs_quant_trader]

Funding rates are going crazy in the crypto market.

For BTC, large cap ones, memes, etc., their funding rates all pumped. The funding rate arb strategies I was running long time before made a lot more too.

Very very very bull!

[cshum @cs_quant_trader]

Check all email and wallet address, and also url before sending funds

[cshum @cs_quant_trader]

Always true

[Bitcoin Magazine @BitcoinMagazine]

HODL ✊

[cshum @cs_quant_trader]

https://t.co/9hfnHXsdIA

[cshum @cs_quant_trader]

Opportunity costs in bull run is too high. It doesn’t worth to use lots of time and manual effort to hunt small amount of airdrop.

Instead, Stake/buy the right NFT project to earn passive airdrop. The pt is the RIGHT project.

Passive is always easier than active.

[cshum @cs_quant_trader]

Crypto dropped a lot coz stock market was not opened yet. Ppl who are bearish need a way to express view, which is short crypto.

This range of retrace is so normal. It cleared out speculative leverages & made the mkt more heathy.

Halving on its way, less than a week. It will push the market soon.

[cshum @cs_quant_trader]

Wow great resources

[Arthur Hayes @CryptoHayes]

Peep this shit if you want to *maybe* learn something.

https://t.co/zJs6Kz59V4

[cshum @cs_quant_trader]

@0x729john See u ser