A common misconception in crypto is “You don’t need to focus on micro optimizations to shave off microseconds when your latencies are in milliseconds”. A thread 🧵:

I've been using coding agents on enterprise Java codebases with millions of tokens. Here's the technique that took me from questioning their use to having them write 80% of my code.

We're hiring at Kinetic! If you love solving hard technical problems with world-class teammates, please reach out!

The power of the blockchain is in hunting $1,200,000,000+ liquidation cascades over the weekend Greatest casino ever made

Studying that consistent sleep is important for sustaining energy levels and overall mental health

Over time I've had a fair amount of people asking me for advice on how to get a footing in this industry IMO work with the data hands-on / FAFO, collaborate and make friends, and be a sponge for information (yet question everything) This is one of those opportunities

Post mortem of a (almost) 1 million dollar profit HFT strategy In the summer of 2023 I started posting some monthly screenshots of this (at the time) 40+ sharpe ratio HFT strategy. I used to only publish % returns, but if you ever wondered what the $ amounts were, there you go:

Guy who sometimes lets their quotes go stale to help out the other market makers

dub I've been hearing about market makers for a decade now. Why isn't this "market" made yet? How can they possibly need so much time to make it?

2 Weeks of HFT (wrapped)✌️🤓 This week: - Scaled across a new venue - Deployed our engine rewrite to production - New grafana dashboard, faster DB Next week: - Infra upgrades - Refactoring and stabilizing the prod environment - Improving resilience to unpredictable events

small update on my wannabe mm journey. Running 5 symbols on bybit with small size. Nothing spectacular but it's a start. Planning to scale up a bit this month and see where it goes.

The time has finally come! I've released my biggest article so far which is a full guide to risk management covering the topics: -Risk Metrics -Volatility Modeling -Dependence Modeling -Stress Testing and Scenario Analysis -Liquidity-adjusted VaR and Liquidity Modeling

People are brainstorming

The "go into X to make big money" narrative finally transitioning away from Tech

A scoop a day keeps the nerd away

Faster than a python algo