Hern Hernt

fhtagn

[Hern Hernt @dachunkinator]

@SystemicStratHL 1) can you clarify that btc will underperform? you mean underperform other asset classes right. but within crypto, do you think it will outperform relative to others (i.e. sell off less). if thats the case, it warrants a Long btc & short alts/memes thesis, what do you think?

[Hern Hernt @dachunkinator]

@trevor_flipper What do you mean by spot equity trading - is it coming on DEXs?

[Hern Hernt @dachunkinator]

@nunchi As with another commenter pointed out, HLP's share of fees as been diluted through other MMs coming onboard the exchange. I am long HLP because I want to get exposure to trader's liquidation and risks, not simply the fees.

Also is there funding rate on HLPNAV-PERP?

[Hern Hernt @dachunkinator]

@__paleologo How does one talk to a cat, let alone Tofu

[Hern Hernt @dachunkinator]

@__paleologo Is man group not so much a quant fund? Where is AQR?

[Hern Hernt @dachunkinator]

@ZenomTrader What is ICT?

[Hern Hernt @dachunkinator]

@bennpeifert *angery Cliff Asness noises*

[Hern Hernt @dachunkinator]

@bennpeifert @jam_croissant @Ksidiii where ya

[Hern Hernt @dachunkinator]

@ScottPh77711570 Scott - can't seem to DM you, but there seems to be a vault larper?https://t.co/dHsFEXUQit

I haven't seen any announcement from you either on your HL vault launch

[Hern Hernt @dachunkinator]

@__paleologo Read your message! Have exposure to BAM too

[Hern Hernt @dachunkinator]

@__paleologo thank goodness this isn't getting tariffed

[Hern Hernt @dachunkinator]

@bennpeifert Tbh - why’d you come back to Twitter. You said you’ll be back for a while and leave, but here you are

[Hern Hernt @dachunkinator]

@paper_alfa got a link to this? cheers

[Hern Hernt @dachunkinator]

@choffstein @ScottPh77711570 @pedma7

[Hern Hernt @dachunkinator]

@__paleologo I have a silly qn, why do you take the arithmetic average instead of geometric average?

[Hern Hernt @dachunkinator]

@bennpeifert Ideally I would also want a referral for reference checks - perhaps from another investor in that fund, and also another people you've worked with in the past (ex colleagues etc)

[Hern Hernt @dachunkinator]

@bennpeifert I'll add abit more here because ODD is underrated-you don't get compensated for the business risk you're undertaking. For smaller funds I'll need to make sure you're using a credible fund admin/auditor/legal. I might even have to visit those offices to make sure they're legit 🥲

[Hern Hernt @dachunkinator]

@__paleologo @teajay04 Think you meant 'Black Edge' instead of Dark Edge?

[Hern Hernt @dachunkinator]

@pedma7 how do you define 'traditional relative momentum'?