Directionally Correct

MLE by day, looking for asymmetric ideas across every asset class by night.

[Directionally Correct @directioncorrec]

It's very likely that citadel buying SA ended the cross market memory correlation trade.

I first detected Korean/Japanese being a leading indicator for next day SNDK price action in June after the correlation was negative all year.

The effect exacerbated in July. The signal throughout July had a 70% accuracy.

The root cause of this is now clear. Leopold got way too levered starting in June.

After hours had low liquidity so he couldn't dump and so there was a pricing edge in $SNDK equity movement.

Biggest lesson for me though is when you have found such an interesting regime shift to be aggressive and size up on it earlier.

But also as someone with no quant background and only codex I was able to find this signal and this makes me unbelievably bullish on AI x Trading and Hyperliquid.

The market is only going to become more inefficient from here as we get massive leverage, AI psychosis and transformative tech arriving.

Stay curious

[Directionally Correct @directioncorrec]

Looking back at this now if I was more media savvy I could have rallied retail to stop loss hunt Leopald together and that would have been glorious.
Reflexivity is still under appreciated , connecting the data to narrative is the hardest part, and I look forward to sharing more ideas with yall in the future

[Directionally Correct @directioncorrec]

It's very likely that citadel buying SA ended the cross market memory correlation trade.

I first detected Korean/Japanese being a leading indicator for next day SNDK price action in June after the correlation was negative all year.

The effect exacerbated in July. The signal throughout July had a 70% accuracy.

The root cause of this is now clear. Leopold got way too levered starting in June.

After hours had low liquidity so he couldn't dump and so there was a pricing edge in $SNDK equity movement.

Biggest lesson for me though is when you have found such an interesting regime shift to be aggressive and size up on it earlier.

But also as someone with no quant background and only codex I was able to find this signal and this makes me unbelievably bullish on AI x Trading and Hyperliquid.

The market is only going to become more inefficient from here as we get massive leverage, AI psychosis and transformative tech arriving.

Stay curious

[Directionally Correct @directioncorrec]

Original trade thesis was written here
https://t.co/3VIriNTD0X

[Directionally Correct @directioncorrec]

https://t.co/g2qw8xfXD6

[Directionally Correct @directioncorrec]

It's very likely that citadel buying SA ended the cross market memory correlation trade.

I first detected Korean/Japanese being a leading indicator for next day SNDK price action in June after the correlation was negative all year.

The effect exacerbated in July. The signal throughout July had a 70% accuracy.

The root cause of this is now clear. Leopold got way too levered starting in June.

After hours had low liquidity so he couldn't dump and so there was a pricing edge in $SNDK equity movement.

Biggest lesson for me though is when you have found such an interesting regime shift to be aggressive and size up on it earlier.

But also as someone with no quant background and only codex I was able to find this signal and this makes me unbelievably bullish on AI x Trading and Hyperliquid.

The market is only going to become more inefficient from here as we get massive leverage, AI psychosis and transformative tech arriving.

Stay curious

[Directionally Correct @directioncorrec]

@zeroxkyle Curious if you think this arb still works though
https://t.co/A6uovH8RXu

[Directionally Correct @directioncorrec]

It's very likely that citadel buying SA ended the cross market memory correlation trade.

I first detected Korean/Japanese being a leading indicator for next day SNDK price action in June after the correlation was negative all year.

The effect exacerbated in July. The signal throughout July had a 70% accuracy.

The root cause of this is now clear. Leopold got way too levered starting in June.

After hours had low liquidity so he couldn't dump and so there was a pricing edge in $SNDK equity movement.

Biggest lesson for me though is when you have found such an interesting regime shift to be aggressive and size up on it earlier.

But also as someone with no quant background and only codex I was able to find this signal and this makes me unbelievably bullish on AI x Trading and Hyperliquid.

The market is only going to become more inefficient from here as we get massive leverage, AI psychosis and transformative tech arriving.

Stay curious

[Directionally Correct @directioncorrec]

@ThinkingUSD https://t.co/A6uovH8RXu
lmao the trade I had on the last month turned out to be the fuck leopold trade

[Directionally Correct @directioncorrec]

It's very likely that citadel buying SA ended the cross market memory correlation trade.

I first detected Korean/Japanese being a leading indicator for next day SNDK price action in June after the correlation was negative all year.

The effect exacerbated in July. The signal throughout July had a 70% accuracy.

The root cause of this is now clear. Leopold got way too levered starting in June.

After hours had low liquidity so he couldn't dump and so there was a pricing edge in $SNDK equity movement.

Biggest lesson for me though is when you have found such an interesting regime shift to be aggressive and size up on it earlier.

But also as someone with no quant background and only codex I was able to find this signal and this makes me unbelievably bullish on AI x Trading and Hyperliquid.

The market is only going to become more inefficient from here as we get massive leverage, AI psychosis and transformative tech arriving.

Stay curious

[Directionally Correct @directioncorrec]

@insane_analyst https://t.co/A6uovH8RXu
lol so the answer to why this was working was leopold all along

[Directionally Correct @directioncorrec]

It's very likely that citadel buying SA ended the cross market memory correlation trade.

I first detected Korean/Japanese being a leading indicator for next day SNDK price action in June after the correlation was negative all year.

The effect exacerbated in July. The signal throughout July had a 70% accuracy.

The root cause of this is now clear. Leopold got way too levered starting in June.

After hours had low liquidity so he couldn't dump and so there was a pricing edge in $SNDK equity movement.

Biggest lesson for me though is when you have found such an interesting regime shift to be aggressive and size up on it earlier.

But also as someone with no quant background and only codex I was able to find this signal and this makes me unbelievably bullish on AI x Trading and Hyperliquid.

The market is only going to become more inefficient from here as we get massive leverage, AI psychosis and transformative tech arriving.

Stay curious

[Directionally Correct @directioncorrec]

@Travis_Kling https://t.co/A6uovH8RXu

[Directionally Correct @directioncorrec]

It's very likely that citadel buying SA ended the cross market memory correlation trade.

I first detected Korean/Japanese being a leading indicator for next day SNDK price action in June after the correlation was negative all year.

The effect exacerbated in July. The signal throughout July had a 70% accuracy.

The root cause of this is now clear. Leopold got way too levered starting in June.

After hours had low liquidity so he couldn't dump and so there was a pricing edge in $SNDK equity movement.

Biggest lesson for me though is when you have found such an interesting regime shift to be aggressive and size up on it earlier.

But also as someone with no quant background and only codex I was able to find this signal and this makes me unbelievably bullish on AI x Trading and Hyperliquid.

The market is only going to become more inefficient from here as we get massive leverage, AI psychosis and transformative tech arriving.

Stay curious

[Directionally Correct @directioncorrec]

@Franny8 please god do i'll love to put on this trade again
https://t.co/A6uovH8RXu

[Directionally Correct @directioncorrec]

It's very likely that citadel buying SA ended the cross market memory correlation trade.

I first detected Korean/Japanese being a leading indicator for next day SNDK price action in June after the correlation was negative all year.

The effect exacerbated in July. The signal throughout July had a 70% accuracy.

The root cause of this is now clear. Leopold got way too levered starting in June.

After hours had low liquidity so he couldn't dump and so there was a pricing edge in $SNDK equity movement.

Biggest lesson for me though is when you have found such an interesting regime shift to be aggressive and size up on it earlier.

But also as someone with no quant background and only codex I was able to find this signal and this makes me unbelievably bullish on AI x Trading and Hyperliquid.

The market is only going to become more inefficient from here as we get massive leverage, AI psychosis and transformative tech arriving.

Stay curious

[Directionally Correct @directioncorrec]

@BluthCapital @goodalexander federal government

[Directionally Correct @directioncorrec]

Movie

[Directionally Correct @directioncorrec]

longing $SNDK when it reaches around 1000 tonight in aftermarket could be a good trade, Kioxia ended today green and leopold getting margin called news means we are closed to the bottom.

[Directionally Correct @directioncorrec]

We bounced right off the 1000 line tonight lol right on schedule
https://t.co/a7C9hz3GPh

[Directionally Correct @directioncorrec]

longing $SNDK when it reaches around 1000 tonight in aftermarket could be a good trade, Kioxia ended today green and leopold getting margin called news means we are closed to the bottom.

[Directionally Correct @directioncorrec]

@dalibali2 Regrossing semi only a time of when not if. Government backstop probably coming in 2028

[Directionally Correct @directioncorrec]

@taobanker So did you hit the 80x 0dte puts that went from a dollar to 80 dollars today

[Directionally Correct @directioncorrec]

@punished_daniel i cant do another 30 years of stand ups man

[Directionally Correct @directioncorrec]

@citrini but it will take longer than expected because the collisons are not liquid and the saudis are at war

[Directionally Correct @directioncorrec]

@citrini yep and we haven't even gotten to the government backstop yet

[Directionally Correct @directioncorrec]

The Kospi correlation trade is actually just following along as leopold gets liquidated and is forced to sell his cross country memory stocks lol

[Directionally Correct @directioncorrec]

https://t.co/g2qw8xfXD6