mcceasy001

坚持符合自己世界观价值观的交易系统。focus on indices & for living，not live to trade.

[Riley Brown @rileybrown]

The Codex Super-App (Full Beginners Guide)
The All Purpose Interface for AI Agents

Part 1: Codex Basics
Install Codex, Projects, Chats, Documents, Plugins, Custom Skills, Automations

Part 2: Multitasking with Codex
- iOS App Designs
- Build an iOS App
- Landing Page
- Launch Video
- Investor Deck
- Social Media Automation

TIMESTAMPS:

Part 1: Codex Basics
00:00 Intro
02:54 Downloading Codex
03:20 Overview of Codex interface
03:56 Chats, Prompting, & Built in Search
04:53 Creating Projects
07:37 Creating Spreadsheet
09:43 How Files are stored and mentioned within projects
10:42 Quick Codex Overview
12:47 Search (CMD G) and Folder Organization
14:29 Skills and Plugins
16:29 Using Calendar Plugin
18:07 Creating Automations on Codex
19:18 Learn about Plugins (Figma)
21:37 Built in Image Gen
22:37 MCP Example (Paper for Design)
24:17 Opening Chats in mini-window
25:26 Steering vs Queueing the Agent
27:35 Creating Own Skill with API's
31:34 Using YouTube Researcher Skill (That we created)
33:24 Creating Automation with your custom skill

Part 2: Multitasking (More chaotic and fun)
35:27 Part 2 Multitasking: Building iOS App, Web App, Investor Deck, Launch Video, Mobile Designs, and Automated X Posts
37:54 Creating Project
38:31 Planning my 6 Projects
40:25 Mobile Design Skill
41:47 Setting up iOS App
45:08 Implementing Desings into Mobile app
46:13 Creating a landing page that collects user info
46:45 Tally for form submission (Great for lead magnets)
49:43 Organizing and Renaming Chats for multitasking
52:12 Database for Mobile App (Supabase)
53:19 Generating app icons
54:08 Launch Video (Remotion)
59:32 Remotion Video Timeline and Seeing the Video Editor
01:05:37 Editing instructions for Remotion (Gridlines)
01:07:11 Editing Web App
01:09:46 Using CLAUDE CODE Inside Codex for Design (Terminal)
01:17:20 Forking a Chat to create investor deck
01:19:09 Using Claude 4.7 Opus for Designing Deck
01:20:22 Testing Canva Export (It's good)
01:22:33 Running Mobile App on Actual Phone (Not Simulator)
01:28:58 Finishing up All Projects (Mobile App, Landing Page Launch Video)
01:31:56 Exporting Deck and making changes in Canva
01:33:13 Deploy to Vercel using the Vercel Plugin
01:33:44 Adding Song to Remotion Video
01:35:26 Setting up x Post automations (Typefully)
01:37:57 Our App is on Testflight!
01:39:58 Final Remotion Video
01:41:04 Final Thoughts, Reflections, Summary

[沉浸式翻译 @immersivetran]

https://t.co/n0vNZdTKw1

[Capital Flows @Globalflows]

If you don't have a Bloomberg Terminal, all you need are these free models and Claude Code

All of the educational primers on macro and models are here: https://t.co/eM82PlN4RK

[Goshawk Trades @GoshawkTrades]

https://t.co/amHWp2xwP8

[Orange AI @oran_ge]

https://t.co/0FaxxcEvS0

[沉浸式翻译 @immersivetran]

刚刚挖到一个非常牛批的网站！！

https://t.co/h8X0GyNYxb 这个网站，让你用上帝视角看人类历史：它把整个人类历史，做成了一张可以随手拖拽的【Google 地图版时间线】。​​把 5000 年左右的全球历史，压缩成一张可拖拽的世界地图，加一根时间轴，从公元前到 20 世纪都能随时切换。​​

它把国家疆界、人口、宗教、文化、迁徙、重要事件、统治者信息都铺在一张图上，目前累计数据点超过 5000 万个。​​

时间滑块一拉，地图会立刻变成对应年份的世界格局，再点任意一个区域，就能在侧边栏展开对应的维基百科条目，等于「地图 + 知识库」一体化。​

无论你是学生、内容创作者，还是单纯对世界怎么走到今天这一步感到好奇，它都提供了一种此前很少见的视角——让你在同一块屏幕上，同时看到时间、空间和事件的关系。 也许某一天你只是随手拖动了一下时间轴，在一块不起眼的小区域停了几秒，就会突然意识到：原来那些看起来完全无关的历史片段，一直都静静叠在同一张地图上。

如果是学生或者自学者，这个网站可以直接拿来当「可视化笔记本」。比如把时间停在 1912，放大中国，看清末民初的边界，再拖到巴尔干半岛，看奥斯曼帝国瓦解后留下多少新国家，最后拉到非洲，看那时殖民版图怎么铺开，一条时间轴上，三块区域的故事会拼成一个你从来没在课本里见过的世界格局。 这种「同一年，不同地方同时发生什么」的视角，是传统时间线和单一区域地图都很难给到的。​​

对做内容的人来说，Chronas 几乎是一个天然的选题雷达。你可以挑一个年份，比如 1848，先看欧洲革命浪潮，再顺手拖到亚洲，看那一年这边在发生什么，再点进一个小地方的条目，看它在几十年里换了几次统治者，这当中随便拆出几条线，都能写成系列故事或者做成一整套选题。

[0dte toolbox @NNHHUU7]

GUYS, WE ARE LIVE. 🚀
The new 0DTE Toolbox is ready. 👉 https://t.co/GUPow1lwDc

LAUNCH GIFT: First 30 registers get 2025 FREE. (Early birds, you're already on the list!)

Everyone gets:✅ Standard Dash: Free Forever ✅ Premium: 5-Day Free Trial

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#0DTE #SPX #SPY

[VolSignals @VolSignals]

Market Makers don't manipulate price—
we're trapped by our own hedging requirements.

When SPX drifts between long and short strikes, our systems start buying and selling futures in ways that create predictable paths.

(short thread)

[mcceasy001 @mcceasy001]

rwa等token化项目的生态发展，正在为web3注入新的活力。必须要更近距离的观察web3的发展了。

[mcceasy001 @mcceasy001]

在特朗普时代，美国传统金融部门拥抱web3的步伐很快。btc，eth现货etf的从去年推出开始资金流入持续扩大，ibit的期权上线后，没过两个月，成交量已经超过前几年bito比特币期货etf的期权成交量，截止到目前，ibit期权每日成交量已经可以达到80万张以上了，排在spy,qqq,iwm之后的第四位。真的很刺激。

[Vance Harwood @6_Figure_Invest]

I'm starting to get my head around J.P Morgan's new Inverse $VIX Short Term Futures ETN, $VYLD. The typical leveraged ETP tries to achieve a daily % move of L * P percent of its underlying, where P is the daily % move of the underlying and L is the leverage factor. However, $VYLD tries to move L * P percent of the underlying point move, where L = -1.

To accomplish this, $VYLD effectively adjusts its short holdings end-of-day, such that a next trading day move of plus one point in the weighted average of the two front month VIX futures (WAP) would result in a -1% move in $VYLD. A +2 point move would be -2% and so on.

So, the effective leverage factor of $VYLD varies daily, essentially WAP/100. Historically, 60% of the time the 2 front month VIX futures are below 20, so $VYLD's typical leverage will be in the 1/5 range.

This variable leverage approach compensates for the fact that in terms of annualized volatility, a one-point move in VIX futures is always small potatoes. A daily move from 16% to 17% in annualized volatility is barely noticeable, but in a standard 2X leveraged vol fund this would cause a +12.5% move.

This architecture is great for avoiding 5-Feb-2018 style disasters. That day's +15 point move starting at a WAP of 17, effectively destroyed -1X $XIV and $SVXY with a -88% move, would have been a -15% correction for $VYLD. On the other hand, since VIX futures spend most of the time in the 10 to 20 point range, $VYLD's significantly reduced leverage will mute its gains while the term structure is in contango. The chart shows simulated performance over 21 years, having a very respectable ~10% CAGR. The drawdowns during the big bear markets are significant, but risk management compared to the straight leveraged funds would likely be easier.

Prospectus
https://t.co/3F5ar3rhay
Index definition
https://t.co/wvi6s6c8qA

[Jim Carroll @vixologist]

JPM jumping into the volatility ETP game. I'm still trying to decipher their structure. Hint: It's a note for a reason. Stay tuned. https://t.co/pYhih3gs4V

[mcceasy001 @mcceasy001]

@VolatilityVIX 腌梅子吗

[mcceasy001 @mcceasy001]

Jan22期限结构正常，尾部风险也下降了，skew也恢复正常，唯独vvix没能下到关键价位以下

[mcceasy001 @mcceasy001]

一个属于基础版用户的小技巧是可以将多个量化指标聚合在一个指标中显示。

[mcceasy001 @mcceasy001]

量化交易从业者必知：TradingView深度剖析

在量化交易领域，选择一款功能强大的交易APP至关重要。多数交易APP分析功能有限，难以满足进阶需求。然而，TradingView脱颖而出。

它拥有完善编程体系，函数丰富且持续更新，语法已迭代至version 6，从量化角度能实现更强大功能。其运算在云端，不占用本地

[mcceasy001 @mcceasy001]

硬件资源，这是许多竞品无法比拟的优势。

相比thinkorswim手机端编程功能缺失、moomoo手机端自编指标功能基础，TradingView手机端的优势显著。虽基础版存在每个用户同时仅能加载两个指标、期货数据延迟等问题，但关联ibkr账户并订阅市场数据后，即可在TradingView便捷下单，也可选择在ibkr交易。

[mcceasy001 @mcceasy001]

thinkorswim数据清洗的bug
在thinkorswim中进行比率计算的时候，发现过去二十年内存在不连续的数据，直到前几天也就是jan9号这天，市场悼念卡特总统休市。之后就发现这天的数据断掉了，但是却没有剔除，所以我计算的比率数据也就跟着断掉了。好在在tradingview和multicharts中不存在这个问题