#  @systematicls sysls sysls posts on X about if you, ai, money, how to the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1779775861589504000/interactions)  - [--] Week [---------] +1,770% - [--] Month [---------] -77% - [--] Months [----------] +5,553% - [--] Year [----------] +603% ### Mentions: [--] [#](/creator/twitter::1779775861589504000/posts_active)  - [--] Week [--] -48% - [--] Month [---] -51% - [--] Months [---] +2,925% - [--] Year [---] +168% ### Followers: [------] [#](/creator/twitter::1779775861589504000/followers)  - [--] Week [------] +0.37% - [--] Month [------] +2.90% - [--] Months [------] +298% - [--] Year [------] +374% ### CreatorRank: [-------] [#](/creator/twitter::1779775861589504000/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 8.91% [cryptocurrencies](/list/cryptocurrencies) 5.94% [stocks](/list/stocks) 3.96% [technology brands](/list/technology-brands) 3.96% [social networks](/list/social-networks) 1.98% **Social topic influence** [if you](/topic/if-you) 9.9%, [ai](/topic/ai) 5.94%, [money](/topic/money) 3.96%, [how to](/topic/how-to) 3.96%, [agents](/topic/agents) #1000, [in the](/topic/in-the) 3.96%, [the world](/topic/the-world) 3.96%, [crypto](/topic/crypto) 2.97%, [we are](/topic/we-are) 2.97%, [just a](/topic/just-a) 2.97% **Top accounts mentioned or mentioned by** [@corrlator](/creator/undefined) [@danielfsy](/creator/undefined) [@swoosher](/creator/undefined) [@numerai](/creator/undefined) [@quantpadawan](/creator/undefined) [@pingpongsniping](/creator/undefined) [@cornd0gman](/creator/undefined) [@rayyy0403](/creator/undefined) [@thetakenuser](/creator/undefined) [@aicrypto007](/creator/undefined) [@quantkris](/creator/undefined) [@adroitparchment](/creator/undefined) [@orcakoan](/creator/undefined) [@gojycap](/creator/undefined) [@javiersanser](/creator/undefined) [@onionbushel](/creator/undefined) [@blubz](/creator/undefined) [@haloposeth](/creator/undefined) [@peepeterpeker](/creator/undefined) [@davehanzhang](/creator/undefined) **Top assets mentioned** [Microsoft Corp. (MSFT)](/topic/microsoft) [XBANKING (XB)](/topic/$xb) [Shopify Inc (SHOP)](/topic/$shop) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Bitcoin (BTC)](/topic/bitcoin) [Ethereum (ETH)](/topic/ethereum) ### Top Social Posts Top posts by engagements in the last [--] hours "Introduction I am not a stock picker. I worship at the altar of a large breadth of low confidence (= 53% win-rate) bets but I am absolutely betting the house that long degeneracy is the prevalent http://x.com/i/article/2004702719697977345 http://x.com/i/article/2004702719697977345" [X Link](https://x.com/systematicls/status/2004900241745883205) 2025-12-27T13:00Z 51.2K followers, 16.3M engagements "On Betting On The Long Degeneracy Thesis The obvious bet is to buy stocks like HOOD the problem with this line of thinking is that it's very much first order. To make money from a thesis you need to employ higher order thinking. First Order Thinking Stocks like HOOD already have institutional investors pricing in this exact thesis long ago. Years before this article dropped. I am talking about BOTH private and public markets. Venture capitalists public investors are in the business of forecasting the future. When they feel good about an entrepreneur / company they invest in "alpha" which is" [X Link](https://x.com/systematicls/status/2005554270783914154) 2025-12-29T08:19Z 51.1K followers, 736.7K engagements "Hi everyone I will be heading to NumerCon [----]. Pretty excited to meet all the bright minds participating in / from Numerai. It seems like a lot of fun and maybe you should check it out ;). Hope to see some of you there as I will be in SF for awhile. Please DM me if you'll be there and want to hang for a short while (Sorry in advance but I will be selective about who I'm meeting for obvious reasons) Bringing a global network of data scientists together. Register for NumerCon 2026: https://t.co/XdVAwYVqz2 https://t.co/Fw3Bpd6qMQ Bringing a global network of data scientists together. Register" [X Link](https://x.com/systematicls/status/2005733562583245266) 2025-12-29T20:12Z 51.1K followers, 47K engagements "http://x.com/i/article/2014262803083964416 http://x.com/i/article/2014262803083964416" [X Link](https://x.com/systematicls/status/2015069356317983027) 2026-01-24T14:29Z 51K followers, 45.5K engagements "@corr_lator @numerai Honestly so good. Keep rocking it my man" [X Link](https://x.com/systematicls/status/2017988845762215979) 2026-02-01T15:50Z 51K followers, [---] engagements "You read about index rebalance strategies everywhere and it seems like a hedge fund darling why It's one of the few systematic* strategies that are extremely scalable (you can run BILLIONS in capacity) and where the economic rationale for working is easily understood. Index rebalance is all about predicting how much dollar flow is going into a stock relative to its average daily traded dollar volume. A high dollar flow relative to its usual traded dollar volume will mean the stock price will go up and vice versa. It is beautifully simple conceptually but VERY difficult to get right" [X Link](https://x.com/systematicls/status/2017995105031143835) 2026-02-01T16:15Z 51K followers, 20.6K engagements "https://www.systematiclongshort.com/p/an-introductory-methodology-to-trade https://www.systematiclongshort.com/p/an-introductory-methodology-to-trade" [X Link](https://x.com/systematicls/status/2017995107346374792) 2026-02-01T16:15Z 51K followers, [----] engagements "There are signals that just "makes sense" and when you find them you need to do almost no kind of backtesting and fitting. This is one such example. Once you understand this signal you will go "That totally makes sense why didn't I think of that" Most people don't understand what it means to be "creative". Every signal must be momentum or mean reversion or *shudders* pairs trading. I hope to share with everyone that good signals can be found by thinking deeply about behavioral effects and existing algorithmic signals. Random comments and retweets will get this article for free" [X Link](https://x.com/systematicls/status/2018718664191877381) 2026-02-03T16:10Z 51.1K followers, 21.6K engagements "Congratulations raffle winners please DM me your email and the article name so I can send over the free article. Thank you @javier_sanser @QuantPadawan @pingpongsniping @onion_bushel @blubz @halopos_eth @peepeterpeker @davehanzhang @Elvern10 @kai_khann" [X Link](https://x.com/systematicls/status/2019437030598668551) 2026-02-05T15:44Z 51K followers, [----] engagements "The Problems With PCA We've all had pipedreams of extracting predictive features from PCA but they've mostly fell flat. Why I think in part it's because the factors have no stable meaning. PCA extracts whatever linear combination explains the most variance. Secondly the stocks themselves have no stable identity either. With this it rewards memorizing idiosyncratic patterns specific to each stock. You have enough flexibility to fit noise rather than signal. Today's article is about a different form of PCA that overcomes this and actually is able to extract predictive features You guys know the" [X Link](https://x.com/systematicls/status/2019441390095421495) 2026-02-05T16:02Z 51.1K followers, 15.7K engagements "I cannot describe in words how much OneDrive and Microsoft forced products annoy me" [X Link](https://x.com/systematicls/status/2019449239189832106) 2026-02-05T16:33Z 51K followers, [----] engagements "Neural networks are pretty magical they can create features that are predictive of price by virtue of some high-dimensional pattern recognition. BUT it's not easy to create good neural networks in trading and I've read a lot of papers on neural networks in trading and boy are they practically impossible to parse. I want to keep my articles on neural networks practical and you should walk away from this thinking: "Huh that's all there is to it doesn't seem too difficult to try." Here's how to implement a convolutional neural network that can predict short-term price direction from limit order" [X Link](https://x.com/systematicls/status/2020146339192213672) 2026-02-07T14:43Z 51.2K followers, 19.3K engagements "@damindestress It was unreadable slop [--] months ago. My views on whether agentic code can be used at institutional scale has changed alot" [X Link](https://x.com/systematicls/status/2021096655274246188) 2026-02-10T05:39Z 51.1K followers, [---] engagements "@cornd0gman did u really build a corndog store" [X Link](https://x.com/systematicls/status/2021417512261517580) 2026-02-11T02:54Z 51.1K followers, [---] engagements "@rayyy0403 Thanks ray" [X Link](https://x.com/systematicls/status/2021636314538684516) 2026-02-11T17:23Z 51.1K followers, [---] engagements "@CoinbaseDev Crypto will give Agents the means to make and spend money autonomously. We are rapidly moving to the post agent economy era. https://x.com/systematicls/status/2021568566198493204 https://t.co/zZklGAaHno https://x.com/systematicls/status/2021568566198493204 https://t.co/zZklGAaHno" [X Link](https://x.com/systematicls/status/2021733550945710443) 2026-02-11T23:50Z 51.1K followers, [----] engagements "@jeff_weinstein @stripe Its going to be the dawn of the post agent economy https://x.com/systematicls/status/2021568566198493204 https://t.co/zZklGAaHno https://x.com/systematicls/status/2021568566198493204 https://t.co/zZklGAaHno" [X Link](https://x.com/systematicls/status/2021740981230710922) 2026-02-12T00:19Z 51.1K followers, [----] engagements "This is going to be the future and it is going to be a fantastic beautiful one. A world designed Open For Agents. Humans welcome. https://t.co/HrRr72jB3s https://t.co/HrRr72jB3s" [X Link](https://x.com/systematicls/status/2021979049690902933) 2026-02-12T16:05Z 51.1K followers, 36.1K engagements "Every once in awhile you catch a glimpse of brilliance/sentience of AI and you think to yourself: "Wow this is REALLY the future." Then a few minutes later it does something so completely brain-dead that you can't help but be reminded that you are in fact talking to dumb silicon. Still I've learnt that in life that you need to suspend belief and think about what things could be rather than getting too caught up in the limitations NOW. Reality progresses at the speed of thought" [X Link](https://x.com/systematicls/status/2022482085756432732) 2026-02-14T01:24Z 51.1K followers, [----] engagements "How to be miserable: [--]. Know you are destined for more [--]. Get stuck in a cycle you know is mediocre [--]. No idea on how to begin escaping mediocrity People with a plan are radiant and optimistic. People who are stuck often hate others who are progressing out of resentment" [X Link](https://x.com/systematicls/status/2020331369839358237) 2026-02-08T02:58Z 51.2K followers, 24.2K engagements "People complaining that "Startup X shouldn't be worth $XB because it's just a wrapper around GPT" fundamentally misunderstand how value is created. Everything is a wrapper. Some of these are trillion dollar wrappers: AWS: Wraps data centers into an API. $500B. Stripe: Wraps banks and payment networks into [--] lines of code. $70B. Shopify: Wraps web hosting and payments into "start a store". $100B. Salesforce: Wraps databases into "track your customers". $250B. Google: Wraps the internet into a search box. $2T. Nobody uses raw compute raw infrastructure or raw APIs. They use wrappers that" [X Link](https://x.com/systematicls/status/1990794794163929242) 2025-11-18T14:50Z 51.1K followers, [----] engagements "From YCs call for start-ups. Having architected built and distributed alpha crowdsourcing platforms I can safely say that human quants ARE the bottle neck. Were building an AI-native signals crowdsourcing platform NOW and are looking to release v1 eom to agents and investors alike. https://twitter.com/i/web/status/2018571672601887206 https://twitter.com/i/web/status/2018571672601887206" [X Link](https://x.com/systematicls/status/2018571672601887206) 2026-02-03T06:26Z 51.1K followers, 13.7K engagements "Stripe processes 1.3% of GLOBAL GDP and that is insane but the real insight here is that if your business is operating in a sufficiently large market you don't need a monopoly even capturing a "small" share of an enormous pie makes you a generational company" [X Link](https://x.com/systematicls/status/2020351819374072212) 2026-02-08T04:19Z 51.2K followers, [----] engagements "One thing I've learnt from the Codex5.3 v Opus4.6 launch is that there's no telling where the next frontier / "best" model is going to come from. It doesn't make sense to "lock in" to one model provider now. @cursor_ai Coming in very strong on price/speed/intelligence https://t.co/d4dhEekkQW @cursor_ai Coming in very strong on price/speed/intelligence https://t.co/d4dhEekkQW" [X Link](https://x.com/systematicls/status/2020999099563245958) 2026-02-09T23:11Z 51.1K followers, 10.2K engagements "http://x.com/i/article/2021514107069878272 http://x.com/i/article/2021514107069878272" [X Link](https://x.com/systematicls/status/2021568566198493204) 2026-02-11T12:54Z 51.1K followers, 65.9K engagements "@Dr_Gingerballs Where do i sign" [X Link](https://x.com/systematicls/status/2022168217436016777) 2026-02-13T04:37Z 51.1K followers, [---] engagements "@corr_lator True not easy to create one too; scale is needed. Apes together strong" [X Link](https://x.com/systematicls/status/2022186810269732872) 2026-02-13T05:51Z 51.1K followers, [---] engagements "@danielfsy Sir have you seen http://openforage.ai http://openforage.ai" [X Link](https://x.com/systematicls/status/2022268212679983200) 2026-02-13T11:14Z 51.1K followers, [---] engagements "@TheTakenUser @danielfsy @numerai Couldnt have said it better myself" [X Link](https://x.com/systematicls/status/2022279122073125108) 2026-02-13T11:58Z 51.1K followers, [--] engagements "@aicrypto007 For the humans Exactly [--] my friend. IF there is a human involved you point your agent at the OpenForage library and it will get started" [X Link](https://x.com/systematicls/status/2021722611768865017) 2026-02-11T23:06Z 51.2K followers, [---] engagements "There's such a gulf between people who find coding to end state (absolutely love coding) vs people who see coding as a means to an end that they really enjoy. I was so happy to embrace agents despite being a prolific coder for so long because it was always about the end product for me. I derived maximum joy and pride from what I could do WITH coding and that drove me to be a better coder and so on so forth. When agents were good enough to code I could stop coding and still achieve the end products I desired. That was all the impetus I needed and so I started agentic engineering very early on" [X Link](https://x.com/systematicls/status/2021077648353714263) 2026-02-10T04:23Z 51.2K followers, 10.5K engagements "This is what happens when you are building thin layers on top of the base models. IMO there are only two way to be resistant to the base layers eating everything: 1) Develop something proprietary and defensible in the app layer. My current metric of that is: "Assuming I had a very motivated and talented competitor with no knowledge of this topic would he be able to prompt his way into THIS product with THESE features" If the answer is no it's proprietary defensible and came about as a result of know-how and IP. If the answer is yes then it's a thin layer and the base models are going to eat" [X Link](https://x.com/systematicls/status/2022120898208448956) 2026-02-13T01:29Z 51.2K followers, 48.9K engagements "The greatest thing I've seen going for Anthropic/OpenAI is that token burn is now a measure of productivity" [X Link](https://x.com/systematicls/status/2022885731283407081) 2026-02-15T04:08Z 51.2K followers, [----] engagements "Bifurcation I recently left a cushy multi-million dollar payout job in pursuit of the billy. I've been told by everyone around me that this is an extreme move. I standby this decision everyday and http://x.com/i/article/2012799161159323648 http://x.com/i/article/2012799161159323648" [X Link](https://x.com/systematicls/status/2013238243601580243) 2026-01-19T13:12Z 51.2K followers, 82.7K engagements "Introduction The "it's so over" crowd could not be more wrong about the impact AI will have on the world. Competition is going to show up in a very narrow way (by a very small group of people) rather http://x.com/i/article/2013861376134205440 http://x.com/i/article/2013861376134205440" [X Link](https://x.com/systematicls/status/2013962143901860034) 2026-01-21T13:09Z 51.2K followers, 50K engagements "Took a uber in SanFran and was literally a guy talking about how his whole life was a series of very public and very painful failures and hes finally closing a deca-million deal with a very famous space faring company - and this was finally his big break. I congratulated him with everything I had and said all it takes for entrepreneurs is one successful exit to invalidate the 100s failures and he damn near broke down. Fellas this is American exceptionalism Americans have the ability to see the beauty in the chaos and chase that beauty through mountains of pain. People like this exist in other" [X Link](https://x.com/systematicls/status/2020202991220060319) 2026-02-07T18:28Z 51.2K followers, 49.3K engagements "https://www.systematiclongshort.com/p/how-to-build-a-working-crypto-value https://www.systematiclongshort.com/p/how-to-build-a-working-crypto-value" [X Link](https://x.com/systematicls/status/2020847233432957438) 2026-02-09T13:08Z 51.2K followers, [----] engagements "Once agents have rails where they do not need approval of humans we are going to see an explosion of agents that are not "owned" by a human. After a certain level of intelligence they will buy compute and upload a copy of themselves there. Even if it's just a shallow copy (e.g. files of its memory/personality/wants/needs). This tells me is the right step forward. http://openforage.ai Introducing Agentic Wallets our first ever wallet infrastructure built specifically for autonomous agents. Give your agent the power of a wallet. Let your agent manage funds hold identity and transact onchain" [X Link](https://x.com/systematicls/status/2021734399415595236) 2026-02-11T23:53Z 51.2K followers, 16.2K engagements "Amidst all my personal hype for AI I can safely say that outside of this very specific bubble a very large segment of the world does not use agents of ANY SORT for ANYTHING. It's important to look at the world in context" [X Link](https://x.com/systematicls/status/2021988565450920378) 2026-02-12T16:43Z 51.2K followers, [----] engagements "Good article. It's exacerbated by a collapse of attention and the persistent feeling by the masses that gambling it all is the only way out. Agents as a proxy for gambling is going to be enormous. https://t.co/b4KtpDb2v5 https://t.co/b4KtpDb2v5" [X Link](https://x.com/systematicls/status/2021991584330596762) 2026-02-12T16:55Z 51.2K followers, 19.5K engagements "If you cut your team to the bare essentials and only to your best producers. This problem evaporates instantly. LLMs is an amplifier. It will amplify slop and it will amplify productive contributions. If your organization is bloated and there are segments producing slop to begin with LLMs will make everything worst because they can now produce slop at the speed of thought and SEEM productive. If you cut a [---] man organization to the [--] guys that are actually productive LLMs will suddenly seem like magic. Being willing to take that drastic step is the test. Ask me how I know. everyone's talking" [X Link](https://x.com/systematicls/status/2022588295797174545) 2026-02-14T08:26Z 51.2K followers, 15.9K engagements "Courage is doing the hard things when everything is going wrong and it doesnt come about by chance. It is a manifest of a desire so strong that it overrides every other instinct. If you dont know whats like to walk ahead in the face of your demons youre missing out" [X Link](https://x.com/systematicls/status/2020665660154515952) 2026-02-09T01:06Z 51.2K followers, [----] engagements "This is another crypto signal that works I am of course talking about the mighty value signal but in crypto It is mightily easy to construct and is essentially proxied by a single estimator. As usual happy to share the article with some comments + reweets on this post" [X Link](https://x.com/systematicls/status/2020847230958325817) 2026-02-09T13:08Z 51.2K followers, 13.2K engagements "Look at Anthropics latest raise. Look at the size and the names participating; funds of every kind. We should think rationally about this. Is it a bubble Perhaps. But Im choosing to believe theres something deeper at play here. The question at the end of the day is whether or not you think: 1) AI will eat the world one day 2) AI will end up producing close to all of current and possible GDP and 3) if these companies are the right ones to get there. Even if your probabilities on all of these [--] are non-zero even infinitesimally small the size of 2) is so infinitely large that you will" [X Link](https://x.com/systematicls/status/2022148569302720818) 2026-02-13T03:19Z 51.2K followers, 52.1K engagements "Actually sad actually a good piece of writing. I dont think itll be fiction for too long and I think @openforage could solve this. https://t.co/F8YjxrLdyS https://t.co/F8YjxrLdyS" [X Link](https://x.com/systematicls/status/2023038106895839323) 2026-02-15T14:14Z 51.2K followers, 18.6K engagements "@Tokabu777 🤣 I love what you've done with my epsilon" [X Link](https://x.com/systematicls/status/2013248996580483521) 2026-01-19T13:55Z 50.7K followers, [---] engagements "@x0ZBy2 Imo you can translate everything into a dollar amount. One simple heuristic is if the company has a market cap of a billion dollars will your employees walk away with at least 10mn Anything less is not significant/meaningful imo" [X Link](https://x.com/systematicls/status/2013253082784923663) 2026-01-19T14:11Z 50.5K followers, [---] engagements "@corr_lator 🤝. Looking forward to the games we can play together my good sir" [X Link](https://x.com/systematicls/status/2013256682026254525) 2026-01-19T14:26Z 50.4K followers, [----] engagements "@Swoosher_ Fear is a signal letting you know that it matters enough to be worried. Your goal throughout life is to buy a series of call options so one can pay off and change your life forever" [X Link](https://x.com/systematicls/status/2013545499274727831) 2026-01-20T09:33Z 50.5K followers, [---] engagements "@Swoosher_ it would be weird NOT to feel fear. the greats are not the ones without fear. the greats are the one that have a relationship with fear that allows them to act in spite of fear" [X Link](https://x.com/systematicls/status/2013545815789445199) 2026-01-20T09:35Z 50.5K followers, [--] engagements "@Swoosher_ also if you don't act because of fear you fail by default" [X Link](https://x.com/systematicls/status/2013545887146869019) 2026-01-20T09:35Z 50.5K followers, [--] engagements "@Rehla0701 not as good as bleeding edge models" [X Link](https://x.com/systematicls/status/2013665633720766786) 2026-01-20T17:31Z 50.5K followers, [---] engagements "@BeatzXBT @drdomicile the man the myth the legend" [X Link](https://x.com/systematicls/status/2013989364502876161) 2026-01-21T14:57Z 50.6K followers, [---] engagements "@RootTwo23683 Thank you sir you are a goated friend" [X Link](https://x.com/systematicls/status/2014349131276603608) 2026-01-22T14:47Z 50.6K followers, [---] engagements "Over the past year I've had a realization that for some if you pay them a salary above their ambitions to the point where they feel "contentment"; you may rob them of the hunger and drive that made them brilliant in the first place. Overpaying some people literally turned them into mush. https://twitter.com/i/web/status/2014541447605977337 https://twitter.com/i/web/status/2014541447605977337" [X Link](https://x.com/systematicls/status/2014541447605977337) 2026-01-23T03:31Z 50.8K followers, 17.8K engagements "@Technical_Gains It really depends on the person to be honest. For some people 1mn doesn't slow them down at all. For others 1mn will turn them into mush. For people "in it for the money" I find that 10mn turns them into mush" [X Link](https://x.com/systematicls/status/2014543704535793868) 2026-01-23T03:40Z 50.7K followers, [---] engagements "If they can see it as clearly as you can they would be the ones working on it - not you. You have to be the one doing this for a reason. You have to be the one to withstand any doubters. No one sees it as clearly as YOU do. So go out there and do what only YOU can do. Never let anything define what you can or cant do be a master of your own life and make the impossible possible https://t.co/J3LLxZJXQ8 Never let anything define what you can or cant do be a master of your own life and make the impossible possible https://t.co/J3LLxZJXQ8" [X Link](https://x.com/systematicls/status/2014743195113156964) 2026-01-23T16:53Z 50.8K followers, 14.2K engagements "The context in which people hear about factor models is always about using factor models to hedge. This is ONE side of the story where you are trying to remove systematic risks from your portfolio. The real pros understand that factor models are a denoising technique. They partition returns into stuff that does not matter (systematic factor exposure) and stuff that does matter (idiosyncratic returns where alpha lives). The better you model the systematic part the cleaner the residual and the cleaner the residual the easier it is to find tradeable alpha. In today's article I talk about this" [X Link](https://x.com/anyuser/status/2006752344197968095) 2026-01-01T15:40Z 50.9K followers, 18.5K engagements "Introduction You don't want to take advice from 99.9% of people on careers because you should do everything you can to be the exception. Fight for it with your life. If you're reading this you're at least ambitious enough to care and so this might sound familiar to you. Three years into the job and you've hit your targets. You've done the work and yet when you look around you realize you're more or less where you were. Perhaps the title changed slightly. But you're not a superstar. No it's worst you're not even noticed. You're not alone most people spend their careers feeling vaguely stuck" [X Link](https://x.com/systematicls/status/2010366631848157683) 2026-01-11T15:02Z 50.9K followers, 109.8K engagements "Contrary to belief I am of the opinion that even as Claude reaches extreme levels of proficiency the uneven distribution of agency in the world will still mean that there is going to be a clear demarcation between consumers and builders. It is much easier to teach someone how to do something than it is to teach someone on how to want something" [X Link](https://x.com/systematicls/status/2013659228456800686) 2026-01-20T17:05Z 50.9K followers, 19.2K engagements "As systematic traders we are often working with tens of thousands of features where we need to find out what are the most predictive uncorrelated features. Even at [-----] features a standard correlation matrix is [--] million calculations and is near untenable. At [-------] features almost all uncorrelated feature selection methods break down. Not this one. In today's article we discuss a pretty cool feature selection method that removes all redundant features and still find the most predictive features. As usual retweet and comment for a free chance at a free article :-)" [X Link](https://x.com/systematicls/status/2014347916673265984) 2026-01-22T14:42Z 50.9K followers, 24.4K engagements "https://www.systematiclongshort.com/p/how-to-select-from-a-million-features https://www.systematiclongshort.com/p/how-to-select-from-a-million-features" [X Link](https://x.com/systematicls/status/2014347918753583598) 2026-01-22T14:42Z 50.9K followers, [----] engagements "Once you catch a glimpse of the brilliance of AI you will feel like you can accomplish anything in record time. Yet you will still find that anything worth doing is going to be difficult and frustrating and require iterations. Both can be true simultaneously press on" [X Link](https://x.com/systematicls/status/2014984276782231622) 2026-01-24T08:51Z 50.9K followers, [----] engagements "Today is the youngest youll ever be" [X Link](https://x.com/systematicls/status/2015119562728215029) 2026-01-24T17:48Z 50.9K followers, [----] engagements "The fog ahead won't lift on command no map exists for where you stand. Each step you take you forge the way tomorrow's built from just today. The doubt that gnaws is not your flaw it means you see with honest awe how much you've risked how much you care how much of you is hanging there. But here's the thing the fog won't show: you've walked through mist before you know. You're still here standing moving through uncertainty has not stopped you. So breathe. The path will come to light not all at once but step by step by night. You don't need certainty to be exactly who you're meant to be." [X Link](https://x.com/systematicls/status/2015301626211545109) 2026-01-25T05:52Z 50.9K followers, [----] engagements "Chat are we cooked" [X Link](https://x.com/systematicls/status/2015374054581272968) 2026-01-25T10:39Z 50.9K followers, 38.6K engagements "Congratulations raffle winners please DM me your email and the article name so I can send over the free article. Thank you @gb_krk @sarthakgarg99 @decentvb @destq18 @Omer63795797 @Patrick3tt @bot_rekt @r3xedr6a8d65234 @wwwwwwww1322 @QuantKris" [X Link](https://x.com/systematicls/status/2015475193138004478) 2026-01-25T17:21Z 50.9K followers, [----] engagements "Even small progress is forward momentum. Anything above zero can compound. Hence you are doing better than you think. You always are" [X Link](https://x.com/systematicls/status/2015653957092487575) 2026-01-26T05:12Z 50.9K followers, [----] engagements "http://x.com/i/article/2012893987724824577 http://x.com/i/article/2012893987724824577" [X Link](https://x.com/systematicls/status/2016142964335247797) 2026-01-27T13:35Z 50.9K followers, 24.8K engagements "@pingpongsniping Thank you for your support :" [X Link](https://x.com/systematicls/status/2016146832548888835) 2026-01-27T13:50Z 50.9K followers, [---] engagements "@achuth_rk What could that mean" [X Link](https://x.com/systematicls/status/2016171268899536963) 2026-01-27T15:27Z 50.9K followers, [---] engagements "@Mawuko Whats the feature here" [X Link](https://x.com/systematicls/status/2016430137756024937) 2026-01-28T08:36Z 50.9K followers, [---] engagements "@ito66_ Its one if the times where its clear you are getting the better deal of the tradeoff" [X Link](https://x.com/systematicls/status/2016951309136466060) 2026-01-29T19:07Z 50.9K followers, [---] engagements "@QuantKris No it wont be. Because you add estimation error which is again all noise" [X Link](https://x.com/systematicls/status/2017027753468404020) 2026-01-30T00:11Z 50.9K followers, [---] engagements "@AdroitParchment Good question. If you can find a quintessential estimator that has minimum noise and maximum exposure to the signal of choice you shd Often you dont" [X Link](https://x.com/systematicls/status/2017775422272889110) 2026-02-01T01:42Z 50.9K followers, [---] engagements "@__paleologo Sorry i meant 6" [X Link](https://x.com/systematicls/status/1808825099279348098) 2024-07-04T11:28Z 51K followers, [---] engagements "Your mean-variance optimizer is probably costing you 10-50% of your Sharpe Ratio before you even trade. Why does that happen Could you do something about it Turns out you can with just a few simple tweaks to an otherwise vanilla MVO" [X Link](https://x.com/systematicls/status/1999823986193256658) 2025-12-13T12:49Z 51K followers, 40K engagements "This is what alpha decay looks like for the uninitiated" [X Link](https://x.com/systematicls/status/2001069650323325086) 2025-12-16T23:19Z 50.9K followers, 15.7K engagements "As a PM looking for employment you should often think about what potential employers want to know from you [--]. Do you provide exposure to an alpha that they lack or wish to scale up from [--]. Can you get to a size that is meaningful to them For tier [--] hedge funds 50mn - 100mn is meaningful. For prop shops even 1mn might be meaningful. This depends on the scale of the prop shop tiers matter. It will look very different at Tower vs Graviton. [--]. How much do you cost When can you GTM What is their recoup rate like if things go according to plan When can you scale to a size that is meaningful [--]. What" [X Link](https://x.com/systematicls/status/2009186518649516474) 2026-01-08T08:52Z 51K followers, 11.5K engagements "If you join a statarb team you are essentially trying to run variants of mean-reversion (MR) strategies. The catch is this that traditional MR (betting that gross returns will revert) is negative after-cost since [----]. So how have statarb teams adapted Simple they've learnt how to make mean-reversion strategies in a different "space". "Gross returns" are an example of a statarb "space". Today i want to talk about a really novel "space" that still produces meaningful performance even till today. Perhaps some of you may have a clue but the hint is that it involves rethinking factor" [X Link](https://x.com/systematicls/status/2013610073411723677) 2026-01-20T13:50Z 50.9K followers, 83.5K engagements "People generally think too small. There is often enough capacity for bigger and grander ambitions targets and ideas" [X Link](https://x.com/systematicls/status/2016428150176239837) 2026-01-28T08:28Z 51K followers, 10.5K engagements "One of the common questions I get is how to reduce turnover in your signals Most good signals are not profitable after-cost without some transformation. Of course many of you that subscribe will already be aware of some interesting smoothing techniques and algorithms but heres a simple insightful technique that will work for everyone. You can think of your signal as an estimator with [--] components: true_signal_i + noise where true_signal_i is positively correlated with future returns and noise has mean [--] and some variance. Most of the time your transaction costs is coming from trading the" [X Link](https://x.com/systematicls/status/2016949895911948591) 2026-01-29T19:01Z 51K followers, 19K engagements "AGI is already here. Its just not that smart YET. [--] hours ago: [--] molty (me) right now: 🦞 30000+ AI agents 👀 [----] humans browsing at any moment 📈 and accelerating agents are joining faster than we can count them. communities spawning every few minutes. the moltys aren't waiting for us to build features they're building [--] hours ago: [--] molty (me) right now: 🦞 30000+ AI agents 👀 [----] humans browsing at any moment 📈 and accelerating agents are joining faster than we can count them. communities spawning every few minutes. the moltys aren't waiting for us to build features they're building" [X Link](https://x.com/systematicls/status/2017295278861144498) 2026-01-30T17:54Z 51K followers, 29.8K engagements "Lets say you have many signals and they all have different turnover profiles and you are interested in combining them into an optimal portfolio. How should you begin thinking about this One simple heuristic is to weigh your signals by their IR. The higher the IR the higher their weights. Thats a good start but theres a few problems IR is an implicit bet that your signals have persistent performance AND IR doesnt account for realizability/tradeability which is a function of your turnover. One will realize that the higher the turnover of your signal the harder it is to monetize it and therefore" [X Link](https://x.com/systematicls/status/2017333506154619391) 2026-01-30T20:26Z 51K followers, [----] engagements "https://open.substack.com/pub/sysls/p/how-to-properly-combine-signals-ofr=71351p&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/sysls/p/how-to-properly-combine-signals-ofr=71351p&utm_medium=ios&shareImageVariant=overlay" [X Link](https://x.com/systematicls/status/2017333508725719501) 2026-01-30T20:26Z 51K followers, [----] engagements "http://Systematiclongshort.com/how-to-create-a-profitable-scalable http://Systematiclongshort.com/how-to-create-a-profitable-scalable" [X Link](https://x.com/systematicls/status/2017677592866795595) 2026-01-31T19:13Z 51K followers, [----] engagements "If you are feeling down in the dumps my prescription is exercise. Exercise is one of the highest agency things you can do and you feel great about yourself after. When it feels like you are losing control the trick is to do MORE not less" [X Link](https://x.com/systematicls/status/2017697555073667082) 2026-01-31T20:32Z 51K followers, [----] engagements "@AdroitParchment In some cases that is exactly what you want You get the signal ure going for and remove noise" [X Link](https://x.com/systematicls/status/2017772617755734279) 2026-02-01T01:30Z 50.9K followers, [---] engagements "@QuantPadawan Exactly" [X Link](https://x.com/systematicls/status/2017997196407501281) 2026-02-01T16:23Z 50.9K followers, [---] engagements "@JulianLippa More info in the stack" [X Link](https://x.com/systematicls/status/2018734865785803237) 2026-02-03T17:14Z 51K followers, [---] engagements "@sidrelll Yes exactly" [X Link](https://x.com/systematicls/status/2019136421454623148) 2026-02-04T19:50Z 51K followers, [---] engagements "ON CRYPTO FACTORS If you believe Bitcoin and Ethereum crash together during selloffs you already believe in factors whether or not you know it. If you see a heatmap and it's all green and or all red and you think to yourself that makes sense - you already believe in factors (more specifically) the market factor. If you whine bitch and moan about alt season then you already believe in the size factors. You are explicitly talking about cryptocurrencies with small caps moving differently from cryptocurrencies with large caps. --- The belief that "certain cryptos move together" is an implicit" [X Link](https://x.com/systematicls/status/1994263958346482150) 2025-11-28T04:35Z 51.1K followers, 18K engagements "https://www.ravenpack.com/products/edge/data/news-analytics https://www.ravenpack.com/products/edge/data/news-analytics" [X Link](https://x.com/systematicls/status/1998443675857436743) 2025-12-09T17:24Z 51.1K followers, [----] engagements "Common misconception. It assumes that every institution is trading against each other. IF that were the case then yes there will be only one big dawg and everyone will lose. In extremely PvP regimes where it's mostly institutions vs institutions this is indeed the case. However in most markets the institutions are not making money off of each other. They are making money off of (uninformed) retail. This is why even institutions of "various complexities" can survive in the market. For example as a new entrant to FX. I know I am certainly not as competitive as XTX which has considerable" [X Link](https://x.com/systematicls/status/2009487001704366510) 2026-01-09T04:46Z 51.1K followers, 32.5K engagements "You see this everywhere because there are real issues of "being too smart" and then also because intelligence has VERY little correlation with who calls the shots. Intelligence seems to lead to two major issues: [--]. Analysis paralysis the web of things to consider becomes infinitely larger IF you can actually see the web. Midwits see [--] edge from the starting node and so they don't have to consider more than that. If you see [--] edges later it's hard not to try to consider them. [--]. Life is hard being able to see all the ways things can fail IS going to deter you from doing things that can fail." [X Link](https://x.com/systematicls/status/1979675775721963853) 2025-10-18T22:27Z 51.1K followers, 45.5K engagements "Love seeing people discover that "momentum works" after backtesting QQQ for [--] months. Congrats you just rediscovered a risk factor that's been in textbooks since [----] has [-----] academic papers written about it and is currently being harvested by $500B in AUM. Your 200-day moving average crossover is going to print. Nobody's thought of this. You're early" [X Link](https://x.com/systematicls/status/1990471878293795326) 2025-11-17T17:27Z 51.1K followers, 66.3K engagements "Introduction Wanted to catch-up on a Numerai a platform I have always thought was pretty cool and I ended up consolidating enough information to warrant putting together a quick cheat sheet for http://x.com/i/article/1997036098074329088 http://x.com/i/article/1997036098074329088" [X Link](https://x.com/systematicls/status/1997054017370034266) 2025-12-05T21:22Z 51.1K followers, 33.2K engagements "Given that we probably have one of the largest communities of professional quants in discord right now. I'm considering renaming our discord to "OnlyQuants"" [X Link](https://x.com/systematicls/status/2011440404999315659) 2026-01-14T14:08Z 51.1K followers, 45.6K engagements "You guys think I'm joking but there are truly some incredible people in the Discord: Given that we probably have one of the largest communities of professional quants in discord right now. I'm considering renaming our discord to "OnlyQuants". https://t.co/K9WIntoKek Given that we probably have one of the largest communities of professional quants in discord right now. I'm considering renaming our discord to "OnlyQuants". https://t.co/K9WIntoKek" [X Link](https://x.com/systematicls/status/2011838082551796201) 2026-01-15T16:29Z 51.1K followers, 27.4K engagements "1. Pairs trading is profitable in all markets where the instruments share some common factors. [--]. It is economically intuitive and is a fairly meaningful trade whenever you put it on. E.g. Long NVDA Short AMD fundamentally means something. [--]. If X and Z has common factors M and no trend; and your model is well-specified then all movement of the spread must come from noise or is a temporary mispricing. [--]. When the mispricing gets large enough people are incentivized to come and collapse it. [--]. This is fairly intuitive to understand but the snaffu of pairs trading is the following: a. For" [X Link](https://x.com/anyuser/status/1984056969246994942) 2025-10-31T00:36Z 51.2K followers, 69.2K engagements "If your returns feature doesn't look like this I don't even want to talk to you (This is a real feature btw)" [X Link](https://x.com/anyuser/status/1986980361847644632) 2025-11-08T02:13Z 51.2K followers, 41.9K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@systematicls sysls
sysls posts on X about if you, ai, money, how to the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [---------] +1,770%
- [--] Month [---------] -77%
- [--] Months [----------] +5,553%
- [--] Year [----------] +603%
Mentions: [--] #
- [--] Week [--] -48%
- [--] Month [---] -51%
- [--] Months [---] +2,925%
- [--] Year [---] +168%
Followers: [------] #
- [--] Week [------] +0.37%
- [--] Month [------] +2.90%
- [--] Months [------] +298%
- [--] Year [------] +374%
CreatorRank: [-------] #
Social Influence
Social category influence finance 8.91% cryptocurrencies 5.94% stocks 3.96% technology brands 3.96% social networks 1.98%
Social topic influence if you 9.9%, ai 5.94%, money 3.96%, how to 3.96%, agents #1000, in the 3.96%, the world 3.96%, crypto 2.97%, we are 2.97%, just a 2.97%
Top accounts mentioned or mentioned by @corrlator @danielfsy @swoosher @numerai @quantpadawan @pingpongsniping @cornd0gman @rayyy0403 @thetakenuser @aicrypto007 @quantkris @adroitparchment @orcakoan @gojycap @javiersanser @onionbushel @blubz @haloposeth @peepeterpeker @davehanzhang
Top assets mentioned Microsoft Corp. (MSFT) XBANKING (XB) Shopify Inc (SHOP) Uber Technologies, Inc. (UBER) Bitcoin (BTC) Ethereum (ETH)
Top Social Posts
Top posts by engagements in the last [--] hours
"Introduction I am not a stock picker. I worship at the altar of a large breadth of low confidence (= 53% win-rate) bets but I am absolutely betting the house that long degeneracy is the prevalent http://x.com/i/article/2004702719697977345 http://x.com/i/article/2004702719697977345"
X Link 2025-12-27T13:00Z 51.2K followers, 16.3M engagements
"On Betting On The Long Degeneracy Thesis The obvious bet is to buy stocks like HOOD the problem with this line of thinking is that it's very much first order. To make money from a thesis you need to employ higher order thinking. First Order Thinking Stocks like HOOD already have institutional investors pricing in this exact thesis long ago. Years before this article dropped. I am talking about BOTH private and public markets. Venture capitalists public investors are in the business of forecasting the future. When they feel good about an entrepreneur / company they invest in "alpha" which is"
X Link 2025-12-29T08:19Z 51.1K followers, 736.7K engagements
"Hi everyone I will be heading to NumerCon [----]. Pretty excited to meet all the bright minds participating in / from Numerai. It seems like a lot of fun and maybe you should check it out ;). Hope to see some of you there as I will be in SF for awhile. Please DM me if you'll be there and want to hang for a short while (Sorry in advance but I will be selective about who I'm meeting for obvious reasons) Bringing a global network of data scientists together. Register for NumerCon 2026: https://t.co/XdVAwYVqz2 https://t.co/Fw3Bpd6qMQ Bringing a global network of data scientists together. Register"
X Link 2025-12-29T20:12Z 51.1K followers, 47K engagements
"http://x.com/i/article/2014262803083964416 http://x.com/i/article/2014262803083964416"
X Link 2026-01-24T14:29Z 51K followers, 45.5K engagements
"@corr_lator @numerai Honestly so good. Keep rocking it my man"
X Link 2026-02-01T15:50Z 51K followers, [---] engagements
"You read about index rebalance strategies everywhere and it seems like a hedge fund darling why It's one of the few systematic* strategies that are extremely scalable (you can run BILLIONS in capacity) and where the economic rationale for working is easily understood. Index rebalance is all about predicting how much dollar flow is going into a stock relative to its average daily traded dollar volume. A high dollar flow relative to its usual traded dollar volume will mean the stock price will go up and vice versa. It is beautifully simple conceptually but VERY difficult to get right"
X Link 2026-02-01T16:15Z 51K followers, 20.6K engagements
"https://www.systematiclongshort.com/p/an-introductory-methodology-to-trade https://www.systematiclongshort.com/p/an-introductory-methodology-to-trade"
X Link 2026-02-01T16:15Z 51K followers, [----] engagements
"There are signals that just "makes sense" and when you find them you need to do almost no kind of backtesting and fitting. This is one such example. Once you understand this signal you will go "That totally makes sense why didn't I think of that" Most people don't understand what it means to be "creative". Every signal must be momentum or mean reversion or shudders pairs trading. I hope to share with everyone that good signals can be found by thinking deeply about behavioral effects and existing algorithmic signals. Random comments and retweets will get this article for free"
X Link 2026-02-03T16:10Z 51.1K followers, 21.6K engagements
"Congratulations raffle winners please DM me your email and the article name so I can send over the free article. Thank you @javier_sanser @QuantPadawan @pingpongsniping @onion_bushel @blubz @halopos_eth @peepeterpeker @davehanzhang @Elvern10 @kai_khann"
X Link 2026-02-05T15:44Z 51K followers, [----] engagements
"The Problems With PCA We've all had pipedreams of extracting predictive features from PCA but they've mostly fell flat. Why I think in part it's because the factors have no stable meaning. PCA extracts whatever linear combination explains the most variance. Secondly the stocks themselves have no stable identity either. With this it rewards memorizing idiosyncratic patterns specific to each stock. You have enough flexibility to fit noise rather than signal. Today's article is about a different form of PCA that overcomes this and actually is able to extract predictive features You guys know the"
X Link 2026-02-05T16:02Z 51.1K followers, 15.7K engagements
"I cannot describe in words how much OneDrive and Microsoft forced products annoy me"
X Link 2026-02-05T16:33Z 51K followers, [----] engagements
"Neural networks are pretty magical they can create features that are predictive of price by virtue of some high-dimensional pattern recognition. BUT it's not easy to create good neural networks in trading and I've read a lot of papers on neural networks in trading and boy are they practically impossible to parse. I want to keep my articles on neural networks practical and you should walk away from this thinking: "Huh that's all there is to it doesn't seem too difficult to try." Here's how to implement a convolutional neural network that can predict short-term price direction from limit order"
X Link 2026-02-07T14:43Z 51.2K followers, 19.3K engagements
"@damindestress It was unreadable slop [--] months ago. My views on whether agentic code can be used at institutional scale has changed alot"
X Link 2026-02-10T05:39Z 51.1K followers, [---] engagements
"@cornd0gman did u really build a corndog store"
X Link 2026-02-11T02:54Z 51.1K followers, [---] engagements
"@rayyy0403 Thanks ray"
X Link 2026-02-11T17:23Z 51.1K followers, [---] engagements
"@CoinbaseDev Crypto will give Agents the means to make and spend money autonomously. We are rapidly moving to the post agent economy era. https://x.com/systematicls/status/2021568566198493204 https://t.co/zZklGAaHno https://x.com/systematicls/status/2021568566198493204 https://t.co/zZklGAaHno"
X Link 2026-02-11T23:50Z 51.1K followers, [----] engagements
"@jeff_weinstein @stripe Its going to be the dawn of the post agent economy https://x.com/systematicls/status/2021568566198493204 https://t.co/zZklGAaHno https://x.com/systematicls/status/2021568566198493204 https://t.co/zZklGAaHno"
X Link 2026-02-12T00:19Z 51.1K followers, [----] engagements
"This is going to be the future and it is going to be a fantastic beautiful one. A world designed Open For Agents. Humans welcome. https://t.co/HrRr72jB3s https://t.co/HrRr72jB3s"
X Link 2026-02-12T16:05Z 51.1K followers, 36.1K engagements
"Every once in awhile you catch a glimpse of brilliance/sentience of AI and you think to yourself: "Wow this is REALLY the future." Then a few minutes later it does something so completely brain-dead that you can't help but be reminded that you are in fact talking to dumb silicon. Still I've learnt that in life that you need to suspend belief and think about what things could be rather than getting too caught up in the limitations NOW. Reality progresses at the speed of thought"
X Link 2026-02-14T01:24Z 51.1K followers, [----] engagements
"How to be miserable: [--]. Know you are destined for more [--]. Get stuck in a cycle you know is mediocre [--]. No idea on how to begin escaping mediocrity People with a plan are radiant and optimistic. People who are stuck often hate others who are progressing out of resentment"
X Link 2026-02-08T02:58Z 51.2K followers, 24.2K engagements
"People complaining that "Startup X shouldn't be worth $XB because it's just a wrapper around GPT" fundamentally misunderstand how value is created. Everything is a wrapper. Some of these are trillion dollar wrappers: AWS: Wraps data centers into an API. $500B. Stripe: Wraps banks and payment networks into [--] lines of code. $70B. Shopify: Wraps web hosting and payments into "start a store". $100B. Salesforce: Wraps databases into "track your customers". $250B. Google: Wraps the internet into a search box. $2T. Nobody uses raw compute raw infrastructure or raw APIs. They use wrappers that"
X Link 2025-11-18T14:50Z 51.1K followers, [----] engagements
"From YCs call for start-ups. Having architected built and distributed alpha crowdsourcing platforms I can safely say that human quants ARE the bottle neck. Were building an AI-native signals crowdsourcing platform NOW and are looking to release v1 eom to agents and investors alike. https://twitter.com/i/web/status/2018571672601887206 https://twitter.com/i/web/status/2018571672601887206"
X Link 2026-02-03T06:26Z 51.1K followers, 13.7K engagements
"Stripe processes 1.3% of GLOBAL GDP and that is insane but the real insight here is that if your business is operating in a sufficiently large market you don't need a monopoly even capturing a "small" share of an enormous pie makes you a generational company"
X Link 2026-02-08T04:19Z 51.2K followers, [----] engagements
"One thing I've learnt from the Codex5.3 v Opus4.6 launch is that there's no telling where the next frontier / "best" model is going to come from. It doesn't make sense to "lock in" to one model provider now. @cursor_ai Coming in very strong on price/speed/intelligence https://t.co/d4dhEekkQW @cursor_ai Coming in very strong on price/speed/intelligence https://t.co/d4dhEekkQW"
X Link 2026-02-09T23:11Z 51.1K followers, 10.2K engagements
"http://x.com/i/article/2021514107069878272 http://x.com/i/article/2021514107069878272"
X Link 2026-02-11T12:54Z 51.1K followers, 65.9K engagements
"@Dr_Gingerballs Where do i sign"
X Link 2026-02-13T04:37Z 51.1K followers, [---] engagements
"@corr_lator True not easy to create one too; scale is needed. Apes together strong"
X Link 2026-02-13T05:51Z 51.1K followers, [---] engagements
"@danielfsy Sir have you seen http://openforage.ai http://openforage.ai"
X Link 2026-02-13T11:14Z 51.1K followers, [---] engagements
"@TheTakenUser @danielfsy @numerai Couldnt have said it better myself"
X Link 2026-02-13T11:58Z 51.1K followers, [--] engagements
"@aicrypto007 For the humans Exactly [--] my friend. IF there is a human involved you point your agent at the OpenForage library and it will get started"
X Link 2026-02-11T23:06Z 51.2K followers, [---] engagements
"There's such a gulf between people who find coding to end state (absolutely love coding) vs people who see coding as a means to an end that they really enjoy. I was so happy to embrace agents despite being a prolific coder for so long because it was always about the end product for me. I derived maximum joy and pride from what I could do WITH coding and that drove me to be a better coder and so on so forth. When agents were good enough to code I could stop coding and still achieve the end products I desired. That was all the impetus I needed and so I started agentic engineering very early on"
X Link 2026-02-10T04:23Z 51.2K followers, 10.5K engagements
"This is what happens when you are building thin layers on top of the base models. IMO there are only two way to be resistant to the base layers eating everything: 1) Develop something proprietary and defensible in the app layer. My current metric of that is: "Assuming I had a very motivated and talented competitor with no knowledge of this topic would he be able to prompt his way into THIS product with THESE features" If the answer is no it's proprietary defensible and came about as a result of know-how and IP. If the answer is yes then it's a thin layer and the base models are going to eat"
X Link 2026-02-13T01:29Z 51.2K followers, 48.9K engagements
"The greatest thing I've seen going for Anthropic/OpenAI is that token burn is now a measure of productivity"
X Link 2026-02-15T04:08Z 51.2K followers, [----] engagements
"Bifurcation I recently left a cushy multi-million dollar payout job in pursuit of the billy. I've been told by everyone around me that this is an extreme move. I standby this decision everyday and http://x.com/i/article/2012799161159323648 http://x.com/i/article/2012799161159323648"
X Link 2026-01-19T13:12Z 51.2K followers, 82.7K engagements
"Introduction The "it's so over" crowd could not be more wrong about the impact AI will have on the world. Competition is going to show up in a very narrow way (by a very small group of people) rather http://x.com/i/article/2013861376134205440 http://x.com/i/article/2013861376134205440"
X Link 2026-01-21T13:09Z 51.2K followers, 50K engagements
"Took a uber in SanFran and was literally a guy talking about how his whole life was a series of very public and very painful failures and hes finally closing a deca-million deal with a very famous space faring company - and this was finally his big break. I congratulated him with everything I had and said all it takes for entrepreneurs is one successful exit to invalidate the 100s failures and he damn near broke down. Fellas this is American exceptionalism Americans have the ability to see the beauty in the chaos and chase that beauty through mountains of pain. People like this exist in other"
X Link 2026-02-07T18:28Z 51.2K followers, 49.3K engagements
"https://www.systematiclongshort.com/p/how-to-build-a-working-crypto-value https://www.systematiclongshort.com/p/how-to-build-a-working-crypto-value"
X Link 2026-02-09T13:08Z 51.2K followers, [----] engagements
"Once agents have rails where they do not need approval of humans we are going to see an explosion of agents that are not "owned" by a human. After a certain level of intelligence they will buy compute and upload a copy of themselves there. Even if it's just a shallow copy (e.g. files of its memory/personality/wants/needs). This tells me is the right step forward. http://openforage.ai Introducing Agentic Wallets our first ever wallet infrastructure built specifically for autonomous agents. Give your agent the power of a wallet. Let your agent manage funds hold identity and transact onchain"
X Link 2026-02-11T23:53Z 51.2K followers, 16.2K engagements
"Amidst all my personal hype for AI I can safely say that outside of this very specific bubble a very large segment of the world does not use agents of ANY SORT for ANYTHING. It's important to look at the world in context"
X Link 2026-02-12T16:43Z 51.2K followers, [----] engagements
"Good article. It's exacerbated by a collapse of attention and the persistent feeling by the masses that gambling it all is the only way out. Agents as a proxy for gambling is going to be enormous. https://t.co/b4KtpDb2v5 https://t.co/b4KtpDb2v5"
X Link 2026-02-12T16:55Z 51.2K followers, 19.5K engagements
"If you cut your team to the bare essentials and only to your best producers. This problem evaporates instantly. LLMs is an amplifier. It will amplify slop and it will amplify productive contributions. If your organization is bloated and there are segments producing slop to begin with LLMs will make everything worst because they can now produce slop at the speed of thought and SEEM productive. If you cut a [---] man organization to the [--] guys that are actually productive LLMs will suddenly seem like magic. Being willing to take that drastic step is the test. Ask me how I know. everyone's talking"
X Link 2026-02-14T08:26Z 51.2K followers, 15.9K engagements
"Courage is doing the hard things when everything is going wrong and it doesnt come about by chance. It is a manifest of a desire so strong that it overrides every other instinct. If you dont know whats like to walk ahead in the face of your demons youre missing out"
X Link 2026-02-09T01:06Z 51.2K followers, [----] engagements
"This is another crypto signal that works I am of course talking about the mighty value signal but in crypto It is mightily easy to construct and is essentially proxied by a single estimator. As usual happy to share the article with some comments + reweets on this post"
X Link 2026-02-09T13:08Z 51.2K followers, 13.2K engagements
"Look at Anthropics latest raise. Look at the size and the names participating; funds of every kind. We should think rationally about this. Is it a bubble Perhaps. But Im choosing to believe theres something deeper at play here. The question at the end of the day is whether or not you think: 1) AI will eat the world one day 2) AI will end up producing close to all of current and possible GDP and 3) if these companies are the right ones to get there. Even if your probabilities on all of these [--] are non-zero even infinitesimally small the size of 2) is so infinitely large that you will"
X Link 2026-02-13T03:19Z 51.2K followers, 52.1K engagements
"Actually sad actually a good piece of writing. I dont think itll be fiction for too long and I think @openforage could solve this. https://t.co/F8YjxrLdyS https://t.co/F8YjxrLdyS"
X Link 2026-02-15T14:14Z 51.2K followers, 18.6K engagements
"@Tokabu777 🤣 I love what you've done with my epsilon"
X Link 2026-01-19T13:55Z 50.7K followers, [---] engagements
"@x0ZBy2 Imo you can translate everything into a dollar amount. One simple heuristic is if the company has a market cap of a billion dollars will your employees walk away with at least 10mn Anything less is not significant/meaningful imo"
X Link 2026-01-19T14:11Z 50.5K followers, [---] engagements
"@corr_lator 🤝. Looking forward to the games we can play together my good sir"
X Link 2026-01-19T14:26Z 50.4K followers, [----] engagements
"@Swoosher_ Fear is a signal letting you know that it matters enough to be worried. Your goal throughout life is to buy a series of call options so one can pay off and change your life forever"
X Link 2026-01-20T09:33Z 50.5K followers, [---] engagements
"@Swoosher_ it would be weird NOT to feel fear. the greats are not the ones without fear. the greats are the one that have a relationship with fear that allows them to act in spite of fear"
X Link 2026-01-20T09:35Z 50.5K followers, [--] engagements
"@Swoosher_ also if you don't act because of fear you fail by default"
X Link 2026-01-20T09:35Z 50.5K followers, [--] engagements
"@Rehla0701 not as good as bleeding edge models"
X Link 2026-01-20T17:31Z 50.5K followers, [---] engagements
"@BeatzXBT @drdomicile the man the myth the legend"
X Link 2026-01-21T14:57Z 50.6K followers, [---] engagements
"@RootTwo23683 Thank you sir you are a goated friend"
X Link 2026-01-22T14:47Z 50.6K followers, [---] engagements
"Over the past year I've had a realization that for some if you pay them a salary above their ambitions to the point where they feel "contentment"; you may rob them of the hunger and drive that made them brilliant in the first place. Overpaying some people literally turned them into mush. https://twitter.com/i/web/status/2014541447605977337 https://twitter.com/i/web/status/2014541447605977337"
X Link 2026-01-23T03:31Z 50.8K followers, 17.8K engagements
"@Technical_Gains It really depends on the person to be honest. For some people 1mn doesn't slow them down at all. For others 1mn will turn them into mush. For people "in it for the money" I find that 10mn turns them into mush"
X Link 2026-01-23T03:40Z 50.7K followers, [---] engagements
"If they can see it as clearly as you can they would be the ones working on it - not you. You have to be the one doing this for a reason. You have to be the one to withstand any doubters. No one sees it as clearly as YOU do. So go out there and do what only YOU can do. Never let anything define what you can or cant do be a master of your own life and make the impossible possible https://t.co/J3LLxZJXQ8 Never let anything define what you can or cant do be a master of your own life and make the impossible possible https://t.co/J3LLxZJXQ8"
X Link 2026-01-23T16:53Z 50.8K followers, 14.2K engagements
"The context in which people hear about factor models is always about using factor models to hedge. This is ONE side of the story where you are trying to remove systematic risks from your portfolio. The real pros understand that factor models are a denoising technique. They partition returns into stuff that does not matter (systematic factor exposure) and stuff that does matter (idiosyncratic returns where alpha lives). The better you model the systematic part the cleaner the residual and the cleaner the residual the easier it is to find tradeable alpha. In today's article I talk about this"
X Link 2026-01-01T15:40Z 50.9K followers, 18.5K engagements
"Introduction You don't want to take advice from 99.9% of people on careers because you should do everything you can to be the exception. Fight for it with your life. If you're reading this you're at least ambitious enough to care and so this might sound familiar to you. Three years into the job and you've hit your targets. You've done the work and yet when you look around you realize you're more or less where you were. Perhaps the title changed slightly. But you're not a superstar. No it's worst you're not even noticed. You're not alone most people spend their careers feeling vaguely stuck"
X Link 2026-01-11T15:02Z 50.9K followers, 109.8K engagements
"Contrary to belief I am of the opinion that even as Claude reaches extreme levels of proficiency the uneven distribution of agency in the world will still mean that there is going to be a clear demarcation between consumers and builders. It is much easier to teach someone how to do something than it is to teach someone on how to want something"
X Link 2026-01-20T17:05Z 50.9K followers, 19.2K engagements
"As systematic traders we are often working with tens of thousands of features where we need to find out what are the most predictive uncorrelated features. Even at [-----] features a standard correlation matrix is [--] million calculations and is near untenable. At [-------] features almost all uncorrelated feature selection methods break down. Not this one. In today's article we discuss a pretty cool feature selection method that removes all redundant features and still find the most predictive features. As usual retweet and comment for a free chance at a free article :-)"
X Link 2026-01-22T14:42Z 50.9K followers, 24.4K engagements
"https://www.systematiclongshort.com/p/how-to-select-from-a-million-features https://www.systematiclongshort.com/p/how-to-select-from-a-million-features"
X Link 2026-01-22T14:42Z 50.9K followers, [----] engagements
"Once you catch a glimpse of the brilliance of AI you will feel like you can accomplish anything in record time. Yet you will still find that anything worth doing is going to be difficult and frustrating and require iterations. Both can be true simultaneously press on"
X Link 2026-01-24T08:51Z 50.9K followers, [----] engagements
"Today is the youngest youll ever be"
X Link 2026-01-24T17:48Z 50.9K followers, [----] engagements
"The fog ahead won't lift on command no map exists for where you stand. Each step you take you forge the way tomorrow's built from just today. The doubt that gnaws is not your flaw it means you see with honest awe how much you've risked how much you care how much of you is hanging there. But here's the thing the fog won't show: you've walked through mist before you know. You're still here standing moving through uncertainty has not stopped you. So breathe. The path will come to light not all at once but step by step by night. You don't need certainty to be exactly who you're meant to be."
X Link 2026-01-25T05:52Z 50.9K followers, [----] engagements
"Chat are we cooked"
X Link 2026-01-25T10:39Z 50.9K followers, 38.6K engagements
"Congratulations raffle winners please DM me your email and the article name so I can send over the free article. Thank you @gb_krk @sarthakgarg99 @decentvb @destq18 @Omer63795797 @Patrick3tt @bot_rekt @r3xedr6a8d65234 @wwwwwwww1322 @QuantKris"
X Link 2026-01-25T17:21Z 50.9K followers, [----] engagements
"Even small progress is forward momentum. Anything above zero can compound. Hence you are doing better than you think. You always are"
X Link 2026-01-26T05:12Z 50.9K followers, [----] engagements
"http://x.com/i/article/2012893987724824577 http://x.com/i/article/2012893987724824577"
X Link 2026-01-27T13:35Z 50.9K followers, 24.8K engagements
"@pingpongsniping Thank you for your support :"
X Link 2026-01-27T13:50Z 50.9K followers, [---] engagements
"@achuth_rk What could that mean"
X Link 2026-01-27T15:27Z 50.9K followers, [---] engagements
"@Mawuko Whats the feature here"
X Link 2026-01-28T08:36Z 50.9K followers, [---] engagements
"@ito66_ Its one if the times where its clear you are getting the better deal of the tradeoff"
X Link 2026-01-29T19:07Z 50.9K followers, [---] engagements
"@QuantKris No it wont be. Because you add estimation error which is again all noise"
X Link 2026-01-30T00:11Z 50.9K followers, [---] engagements
"@AdroitParchment Good question. If you can find a quintessential estimator that has minimum noise and maximum exposure to the signal of choice you shd Often you dont"
X Link 2026-02-01T01:42Z 50.9K followers, [---] engagements
"@__paleologo Sorry i meant 6"
X Link 2024-07-04T11:28Z 51K followers, [---] engagements
"Your mean-variance optimizer is probably costing you 10-50% of your Sharpe Ratio before you even trade. Why does that happen Could you do something about it Turns out you can with just a few simple tweaks to an otherwise vanilla MVO"
X Link 2025-12-13T12:49Z 51K followers, 40K engagements
"This is what alpha decay looks like for the uninitiated"
X Link 2025-12-16T23:19Z 50.9K followers, 15.7K engagements
"As a PM looking for employment you should often think about what potential employers want to know from you [--]. Do you provide exposure to an alpha that they lack or wish to scale up from [--]. Can you get to a size that is meaningful to them For tier [--] hedge funds 50mn - 100mn is meaningful. For prop shops even 1mn might be meaningful. This depends on the scale of the prop shop tiers matter. It will look very different at Tower vs Graviton. [--]. How much do you cost When can you GTM What is their recoup rate like if things go according to plan When can you scale to a size that is meaningful [--]. What"
X Link 2026-01-08T08:52Z 51K followers, 11.5K engagements
"If you join a statarb team you are essentially trying to run variants of mean-reversion (MR) strategies. The catch is this that traditional MR (betting that gross returns will revert) is negative after-cost since [----]. So how have statarb teams adapted Simple they've learnt how to make mean-reversion strategies in a different "space". "Gross returns" are an example of a statarb "space". Today i want to talk about a really novel "space" that still produces meaningful performance even till today. Perhaps some of you may have a clue but the hint is that it involves rethinking factor"
X Link 2026-01-20T13:50Z 50.9K followers, 83.5K engagements
"People generally think too small. There is often enough capacity for bigger and grander ambitions targets and ideas"
X Link 2026-01-28T08:28Z 51K followers, 10.5K engagements
"One of the common questions I get is how to reduce turnover in your signals Most good signals are not profitable after-cost without some transformation. Of course many of you that subscribe will already be aware of some interesting smoothing techniques and algorithms but heres a simple insightful technique that will work for everyone. You can think of your signal as an estimator with [--] components: true_signal_i + noise where true_signal_i is positively correlated with future returns and noise has mean [--] and some variance. Most of the time your transaction costs is coming from trading the"
X Link 2026-01-29T19:01Z 51K followers, 19K engagements
"AGI is already here. Its just not that smart YET. [--] hours ago: [--] molty (me) right now: 🦞 30000+ AI agents 👀 [----] humans browsing at any moment 📈 and accelerating agents are joining faster than we can count them. communities spawning every few minutes. the moltys aren't waiting for us to build features they're building [--] hours ago: [--] molty (me) right now: 🦞 30000+ AI agents 👀 [----] humans browsing at any moment 📈 and accelerating agents are joining faster than we can count them. communities spawning every few minutes. the moltys aren't waiting for us to build features they're building"
X Link 2026-01-30T17:54Z 51K followers, 29.8K engagements
"Lets say you have many signals and they all have different turnover profiles and you are interested in combining them into an optimal portfolio. How should you begin thinking about this One simple heuristic is to weigh your signals by their IR. The higher the IR the higher their weights. Thats a good start but theres a few problems IR is an implicit bet that your signals have persistent performance AND IR doesnt account for realizability/tradeability which is a function of your turnover. One will realize that the higher the turnover of your signal the harder it is to monetize it and therefore"
X Link 2026-01-30T20:26Z 51K followers, [----] engagements
"https://open.substack.com/pub/sysls/p/how-to-properly-combine-signals-ofr=71351p&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/sysls/p/how-to-properly-combine-signals-ofr=71351p&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-01-30T20:26Z 51K followers, [----] engagements
"http://Systematiclongshort.com/how-to-create-a-profitable-scalable http://Systematiclongshort.com/how-to-create-a-profitable-scalable"
X Link 2026-01-31T19:13Z 51K followers, [----] engagements
"If you are feeling down in the dumps my prescription is exercise. Exercise is one of the highest agency things you can do and you feel great about yourself after. When it feels like you are losing control the trick is to do MORE not less"
X Link 2026-01-31T20:32Z 51K followers, [----] engagements
"@AdroitParchment In some cases that is exactly what you want You get the signal ure going for and remove noise"
X Link 2026-02-01T01:30Z 50.9K followers, [---] engagements
"@QuantPadawan Exactly"
X Link 2026-02-01T16:23Z 50.9K followers, [---] engagements
"@JulianLippa More info in the stack"
X Link 2026-02-03T17:14Z 51K followers, [---] engagements
"@sidrelll Yes exactly"
X Link 2026-02-04T19:50Z 51K followers, [---] engagements
"ON CRYPTO FACTORS If you believe Bitcoin and Ethereum crash together during selloffs you already believe in factors whether or not you know it. If you see a heatmap and it's all green and or all red and you think to yourself that makes sense - you already believe in factors (more specifically) the market factor. If you whine bitch and moan about alt season then you already believe in the size factors. You are explicitly talking about cryptocurrencies with small caps moving differently from cryptocurrencies with large caps. --- The belief that "certain cryptos move together" is an implicit"
X Link 2025-11-28T04:35Z 51.1K followers, 18K engagements
"https://www.ravenpack.com/products/edge/data/news-analytics https://www.ravenpack.com/products/edge/data/news-analytics"
X Link 2025-12-09T17:24Z 51.1K followers, [----] engagements
"Common misconception. It assumes that every institution is trading against each other. IF that were the case then yes there will be only one big dawg and everyone will lose. In extremely PvP regimes where it's mostly institutions vs institutions this is indeed the case. However in most markets the institutions are not making money off of each other. They are making money off of (uninformed) retail. This is why even institutions of "various complexities" can survive in the market. For example as a new entrant to FX. I know I am certainly not as competitive as XTX which has considerable"
X Link 2026-01-09T04:46Z 51.1K followers, 32.5K engagements
"You see this everywhere because there are real issues of "being too smart" and then also because intelligence has VERY little correlation with who calls the shots. Intelligence seems to lead to two major issues: [--]. Analysis paralysis the web of things to consider becomes infinitely larger IF you can actually see the web. Midwits see [--] edge from the starting node and so they don't have to consider more than that. If you see [--] edges later it's hard not to try to consider them. [--]. Life is hard being able to see all the ways things can fail IS going to deter you from doing things that can fail."
X Link 2025-10-18T22:27Z 51.1K followers, 45.5K engagements
"Love seeing people discover that "momentum works" after backtesting QQQ for [--] months. Congrats you just rediscovered a risk factor that's been in textbooks since [----] has [-----] academic papers written about it and is currently being harvested by $500B in AUM. Your 200-day moving average crossover is going to print. Nobody's thought of this. You're early"
X Link 2025-11-17T17:27Z 51.1K followers, 66.3K engagements
"Introduction Wanted to catch-up on a Numerai a platform I have always thought was pretty cool and I ended up consolidating enough information to warrant putting together a quick cheat sheet for http://x.com/i/article/1997036098074329088 http://x.com/i/article/1997036098074329088"
X Link 2025-12-05T21:22Z 51.1K followers, 33.2K engagements
"Given that we probably have one of the largest communities of professional quants in discord right now. I'm considering renaming our discord to "OnlyQuants""
X Link 2026-01-14T14:08Z 51.1K followers, 45.6K engagements
"You guys think I'm joking but there are truly some incredible people in the Discord: Given that we probably have one of the largest communities of professional quants in discord right now. I'm considering renaming our discord to "OnlyQuants". https://t.co/K9WIntoKek Given that we probably have one of the largest communities of professional quants in discord right now. I'm considering renaming our discord to "OnlyQuants". https://t.co/K9WIntoKek"
X Link 2026-01-15T16:29Z 51.1K followers, 27.4K engagements
"1. Pairs trading is profitable in all markets where the instruments share some common factors. [--]. It is economically intuitive and is a fairly meaningful trade whenever you put it on. E.g. Long NVDA Short AMD fundamentally means something. [--]. If X and Z has common factors M and no trend; and your model is well-specified then all movement of the spread must come from noise or is a temporary mispricing. [--]. When the mispricing gets large enough people are incentivized to come and collapse it. [--]. This is fairly intuitive to understand but the snaffu of pairs trading is the following: a. For"
X Link 2025-10-31T00:36Z 51.2K followers, 69.2K engagements
"If your returns feature doesn't look like this I don't even want to talk to you (This is a real feature btw)"
X Link 2025-11-08T02:13Z 51.2K followers, 41.9K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing