@davidma

trading perps

Singapore
Joined April 2015
Pinned Tweet
Anybody wanna hang out around token? I’m not going to any events.
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Today we go live at 5-10% weight
with my infra's newfound directional trading ability, I had a coding agent do alpha research, backtesting, and portfolio construction yolo?
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lets go
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those drone shots are pure art
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got my tick-to-trade down to a reasonable ~1ms in preparation to expand coverage finally gonna take on some delta like a man
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I’m gonna give back all my pnl this year
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with my infra's newfound directional trading ability, I had a coding agent do alpha research, backtesting, and portfolio construction yolo?
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Zelda ocarina of time vs majoras mask
The following, I maintain, is true: 1. Breaking Bad is the best TV show of the 21st Century 2. Better Call Saul is not the best TV show of the 21st Century. BUT 3. Better Call Saul is better than Breaking Bad.
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After years of working the quant mines, you spot the look ahead bias from a mile away
MOST HATED MAG-7 The @LumidaWealth team did a longer-term backtest from 2015 of @pitdesi's strategy. Here are the findings* (1) It works on a longer time frame going back to 2015. (2) Results from 2015 beat equal weight Mag 7. (3) The effect is bigger than 'owning Mag 7' We will add this to the Lumida Invest app and let you subscribe to the strategy. Charts below... Nice job Sheel! *excludes tx costs in re-balancing, and tax
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Been revamping my trading infra: - Reduce build and test/CI time down a bunch. Makes agents faster - Refactored accounting to support directional trading - Isolate exchanges for more total uptime Not sexy work but it compounds
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Perp volume on @arcus_xyz not bad, relatively speaking. (I'm not a majors mm, so please don't judge my smol volume) app.arcus.xyz/ref/BID
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Very cool how my inherited advantages are all eroded now: - taller than avg: useless for digital life - naturally thin: ozempic - smarter than avg: stupider than AI
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sometimes I refrain from talking negatively about AI taste because I worry that whatever I say now will be brought to trial on judgement day
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The rust code backing my systematic trading. Producer is mostly exchange integrations. Some stuff I've inherited, so symbology look bigger than probably necessary.
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Lines of code proportional with the amount of integration problems we gotta deal with. Cutting some slack for binance since there's also a spot integration, which is 1/3 of it. Hello @arcus_xyz newest integration ref code: app.arcus.xyz/ref/BID
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Built myself an e-book reader where I can ask questions while I read. The LLM only gets the text up to your page, and does not spoil ahead with outside information unless asked. Made it for the Palma 2. Fork my repo and vibe it for your own needs: github.com/djma/exegete
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Banach-Tarski is obvious to anybody who owns a cat
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Engineer the personality of your kids by deepfaking greatness into their toddlerhood
🤖 Made with AI
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I usually never talk about my systematic trading. Let's see if it gets me an audience. I mainly trade perps onchain. Generally, where I make the most money is a metric of where retail actually trades. Here's the ranking (for perps): 1. Hyperliquid 2. Lighter 3. Aster / Perpl 4. RH Lighter @perpltrade actually punching above its weight with only 8 pairs so far. Where should I trade next?
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