The bubble is in CLO/private credit.

Douglas A derivative that many miss is that with these system conditions, high ST rates are the DRIVER of both the K-shape economy and concentration in markets

cc-liquid update: backtesting is here. New `analyze` and `optimize` commands let you evaluate and tune L/S portfolios for Hyperliquid driven by Numerai or CrowdCent metamodels. 1) `analyze`: run historical backtests with fees, slippage, prediction lag, and rebalance

We just shipped a complete metamodel exploration system for CrowdCent's hyperliquid-ranking metamodel. View and analyze the wisdom of the crowd's predictions for every perpetual listed on Hyperliquid New capabilities: → Individual asset analysis with full time series data →

"Happiness is in making things rather than in consuming them" - Will Durant Creation over consumption. x.com/ryanpmahon/sta…

CrowdCent - Hyperliquid Challenge by rsmillie94 CrowdCent

Charlie was murdered by the Dark for showing people the Light

A ROCCTOBER TO REMEMBER! #GuardsBall | #GuardiWWins

We continue to transform cc-liquid, our open-source meta-model trading framework for turning crowdsourced signals into live Hyperliquid portfolios. Today: Rank-powered position sizing 🎛️ Before: Equal weight everything (1/N for all, boring) After: Signal-strength-based

Join us in our monthly community update - Wednesday, October 1st at 12:00pm ET discord.com/invite/5QfWZhs…

I made an example notebook for the Numerai Crypto tournament and CrowdCent hyperliquid-ranking challenge to take you from zero to building your very own machine learning training dataset in only a few minutes using data from EODHD APIs Link to notebook below 👇

So you want to be a Crypto Quant? First, a few pre-requisites. You: 1) Have basic knowledge of Python 2) Didn't go out a ton in high school Ready to continue with our new tutorial: Build your own custom, machine-learning-ready training datasets 🧵👇

The backtest

Corollary to Niall Ferguson 'ancestor's' law: Any great power that spends more on the old than on the young risks ceasing to be a great power.