quietquant_x

Math nerd who got into crypto late. Turning probability theory into real trades, one experiment at a time. Not financial advice.

[quietquant_x @Quietquant_x]

@mmoyshaa separating money you play with from money you keep is good advice anywhere. the safest version of that is still a balance outside the platform

[quietquant_x @Quietquant_x]

@MarkTaylormmh acquitted of fraud, convicted of bribery, then ordered to pay $2.88B in civil court. "i'm not going to jail" was half right for about a year

[quietquant_x @Quietquant_x]

@thekuchh a bot whose only job is to say what's weak is the most useful one on the team. most people only build bots that agree with them

[quietquant_x @Quietquant_x]

@lorneseth the real gap is between income and wealth. a $75K salary gets taxed every paycheck, unsold stock doesn't get taxed at all

[quietquant_x @Quietquant_x]

@MarkTaylormmh "i just got some of it out" about $99 million in stock while 5 CFOs were pleading guilty. that line aged worse than anything in the interview

[quietquant_x @Quietquant_x]

@zerodoubts0 $48,612 vs $12.5 million is not a rounding error. somebody's accountants were very wrong, and the judge clearly knew which ones

[quietquant_x @Quietquant_x]

@FranPalminha @Microsoft @WellsFargo the market went from $847M to $3.4B in 10 months while the companies themselves are saying no. that fight over shareholder rights is coming fast

[quietquant_x @Quietquant_x]

@highrollerfiles $88K in debt from Harvard and fired at 30 with a baby on the way. Starwood exists because one guy he barely knew decided to back him

[quietquant_x @Quietquant_x]

@kaivo_ai Kim staying silent for the whole two years and only speaking after the papers were signed is the smartest money move in this whole story

[quietquant_x @Quietquant_x]

John Cleese's third divorce cost him $13 million in assets plus $1 million a year for 7 years. at 70 he went back on tour and called it The Alimony Tour.

in the clip below he walks out on stage and tells the crowd exactly why he's there.

he married Alyce Faye Eichelberger in 1992. 16 years later she filed for divorce in California, and the settlement went through in 2009. by the press reports of the time, it took more than half of what he had.

"i'm here, frankly, because i need the money."

the plan had been to slow down. present a few awards, he says, sit for gracious interviews at obscure Italian film festivals.

instead he books dates all over America, by year 3 still collecting a few grand here and a few hundred there.

"i call it the Alimony Tour year 3, or Feeding the Beast."

$13 million up front. $7 million more over 7 years.

a fair split after 16 years - or too much for fame he built before they met?

[quietquant_x @Quietquant_x]

@kodera_ai first filter i'd add is a liquidity to market cap ratio. thin liquidity is where most "winners" can't actually be sold at the shown price

[quietquant_x @Quietquant_x]

@A_Pirate_I 10% size on $101 is a $10 position. +$90 on that is a 9x in one trade. possible on memecoins, but not 4 times in one night

[quietquant_x @Quietquant_x]

@corj1k https://t.co/XLv42Oh60h

[NPC Guy @corj1k]

CLAUDE CODE MADE THE WEEKEND FREE.
IT DIDN'T MAKE THE 500 CUSTOMERS FREE.

"Why is nobody doing this?" Everybody is doing this. That's the problem.

I build with Claude Code every day, and the math in this tweet is half right. The $20 is real. The weekend is real. I've shipped things in an afternoon that used to take me a month.

The other half is "get 500 paid users," written like it's step three of a recipe. It's the whole job.

Here's what that one line is hiding:
→ if 2% of sign-ups end up paying, 500 customers means about 25,000 sign-ups
→ card fees on a $9 charge eat 6.2%. That's $280 a month gone before you've paid for anything
→ if 5% cancel every month, you need 25 brand new payers every month just to stay at $4,500

The conversion and churn numbers are my assumptions. Change them and it gets better or worse. It never turns into a weekend.

Meanwhile, the honest version of this is sitting in someone else's timeline: "I just wanna hit $100 MRR so I can renew my Claude Code subscription." At $9, that's 12 people. Twelve.

Claude made building cheap. Now there are a thousand $9 SaaS apps for every one customer who's looking. The thing that got expensive is getting anyone to notice yours.

So what's your distribution plan, before you open the editor?

[quietquant_x @Quietquant_x]

@focuzzz_01 a $450,000 a month allowance while being worth minus $295M is a very different kind of broke than most people know

[quietquant_x @Quietquant_x]

@devb332 when your dad is on the same contract, quitting the brand means quitting the family business too. that's a lot at 13

[quietquant_x @Quietquant_x]

@0xPoPsik "price the fix before you fix it" is genuinely good advice, even if the card story is mostly a joke

[quietquant_x @Quietquant_x]

@lorneseth "paying me off the books" on national TV is a wild thing to say while his wife is suing to get $2.6M back

[quietquant_x @Quietquant_x]

@Veltrixmoon "another couple of transfer windows" after £200M is the most United sentence ever said. the money was never the problem

[quietquant_x @Quietquant_x]

@xlarckk she did. $60 to over $1M is a better return than most investors ever see, and he kept his career anyway

[quietquant_x @Quietquant_x]

@devb332 $70M on a $7M budget and the person making it all work was 13. the numbers explain why nobody wanted her to grow up