[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@ScottPh77711570](/creator/twitter/ScottPh77711570) "@0xAlan_ You realize that *any* chart looks like that when you show cumulative volume right" [X Link](https://x.com/ScottPh77711570/status/1980865429901131796) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-22T05:14Z 16.6K followers, XXX engagements "@choffstein @therobotjames Anyway I rounded out the team with some killer ops people some super cracked autistic devs and junior kwant talent like @friendscallmeap For a CFO (cos I'm a retard with money) we have a super-boomer type who was CIO of the NYSE /9" [X Link](https://x.com/ScottPh77711570/status/1950101216383394105) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-07-29T07:48Z 16.6K followers, 3815 engagements "One thing you probably know intuitively BTC and TRASHCOIN aren't the same They don't move the same liquidity isn't the same edges aren't the same. so you shouldn't treat your signals the same /5" [X Link](https://x.com/ScottPh77711570/status/1964482160506888272) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-09-07T00:13Z 16.6K followers, 7050 engagements "The "proper kwant" way is to build barra/axioma style factor models and adjust for everything you know is predictably fucking with price But an 80/20 solution for ghetto kwants from these streets is to vol normalise the time series before running features Apples to apples /6" [X Link](https://x.com/ScottPh77711570/status/1964482476283482263) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-09-07T00:14Z 16.6K followers, 6928 engagements "@AgustinLebron3 @macrocephalopod @investingidiocy @0xfdf @therobotjames Notice how that when the market starts to move money loves speed. FAR better to get a crappy strategy running off an excel sheet and click trading than build some infra and miss out Yea I'm speaking to all the substack kwant nerds here Money. Loves. Speed. /40" [X Link](https://x.com/ScottPh77711570/status/1964527683876114688) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-09-07T03:14Z 16.6K followers, 2000 engagements "For those following the ongoing MYX scam its becoming obvious they have a simple exit target" [X Link](https://x.com/ScottPh77711570/status/1965699653078561265) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-09-10T08:51Z 16.6K followers, 4700 engagements "@btc_charlie *taps sign*" [X Link](https://x.com/ScottPh77711570/status/1966099023208800512) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-09-11T11:18Z 16.6K followers, 1024 engagements "I love seeing $BSV make the lowest price ever Still a forever short. XX% down to go" [X Link](https://x.com/ScottPh77711570/status/1971425630668587385) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-09-26T04:04Z 16.6K followers, 2951 engagements "In this case if I wanted to take XX vol on my port and I held full ETH I'd hold XX% and XX% in cash Ultimately its not about the math /9" [X Link](https://x.com/ScottPh77711570/status/1976982571314786725) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-11T12:05Z 16.6K followers, 4317 engagements "@joyflow4 @investingidiocy I think crypto is obviously far riskier than tradfi and a sensible guy like Rob has good reasons to never want to trade it I also think the story of finance is largely the story of being paid (noisily and on average) for taking on risk more sensible people wouldn't touch" [X Link](https://x.com/ScottPh77711570/status/1977842499894018498) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-13T21:02Z 16.6K followers, 2833 engagements "he is so real for this" [X Link](https://x.com/ScottPh77711570/status/1978240328009228515) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-14T23:23Z 16.6K followers, 4716 engagements "@choffstein @liquiditygoblin On HL HLP is .5% of volume overall But there is a big difference in the instruments which HLP is a larger percentage" [X Link](https://x.com/ScottPh77711570/status/1978947294998200438) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-16T22:12Z 16.6K followers, XXX engagements "@ArthuronHL @stalequant My experience is the tax optimizoors end up with less in the end I live in Thailand because I love it its my first choice In Australia Id have access to credit and a booming property market making money is easier there even with tax" [X Link](https://x.com/ScottPh77711570/status/1979343031468986600) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-18T00:25Z 16.6K followers, XX engagements "@degennQuant In Thailand Bitkub is efficient (5m send) but the orderbooks one USDT/THB and USDC/THB are thin you have to slow clip it" [X Link](https://x.com/ScottPh77711570/status/1979705008104047067) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-19T00:23Z 16.6K followers, XXX engagements "@mr_plumpkin I dont disagree that its fascinating work (i spent my Sunday pottering about the house thinking about kwant stuff) I just think its a shame to send our literal smartest kids to do it In a societal sense. I get money is good and everything too I love money" [X Link](https://x.com/ScottPh77711570/status/1979894311316861319) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-19T12:56Z 16.6K followers, XXX engagements "@min_residuals @therobotjames @liquiditygoblin I think its a real problem that we have to solve. But I'm also confident that we can delay the day of reckoning until either HL solves it themselves or someone else does There's always CEX's too (we have a proof of funds setup from merkle trees inside binance/bybit)" [X Link](https://x.com/ScottPh77711570/status/1980458269027275058) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-21T02:17Z 16.6K followers, XXX engagements "@TXMCtrades This doesn't say anything about the state of the crypto industry other than *on average* low marketcap coins suck Virtually any kwant portfolio you are gonna build based on any features you like is going to be basically long big stuff short dogshit And that's really profitable" [X Link](https://x.com/ScottPh77711570/status/1980463067038384319) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-21T02:36Z 16.6K followers, XXX engagements "Yeah I've kicked the tyres on a bunch of them The infrastructure on Enzyme and August looks good custody setup is good. But all these products are geared towards spot and staking KYC'd tradfi products in a trenchcoat Our product is differentiated by coming with *excellent* execution and the ability to trade perps CEX/DEX (with proper custody through Fireblocks) ability to invest in vaults like pendle vaults HLP LLP make AAVE/Morpho loans with free capital cross exchange arb DeFi liquidity pools/arbs So I can see how Enzyme would suit some funds way better but my theory is that those are the" [X Link](https://x.com/ScottPh77711570/status/1980549825881075865) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-21T08:20Z 16.6K followers, XXX engagements "@min_residuals @therobotjames @liquiditygoblin and the quiet part out loud is no-KYC which nobody sane would ever do" [X Link](https://x.com/ScottPh77711570/status/1980552158820069856) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-21T08:30Z 16.6K followers, XXX engagements "So for the home trading shitcoinoor the highest probabilty trades tend to be from crime Cos crime pays. It really does /4" [X Link](https://x.com/ScottPh77711570/status/1980578078175949288) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-21T10:13Z 16.6K followers, 1852 engagements "Its worth understanding that crime-based flows are a different thing that risk premia based edges like momentum and mean reversion (what most traders trade) Risk premia and style premia are by definition weak edges and noisy af Crime isn't like that at all its realiable /5" [X Link](https://x.com/ScottPh77711570/status/1980578336603779294) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-21T10:14Z 16.6K followers, 1888 engagements "If you can accumulate a perp long big enough it doesn't matter if you spend a ton of cash market buying the spot to drive it up because you make it back on the perp This is the @DWFLabs playbook. They buy large amounts OTC from struggling projects and pamp-dump it /7" [X Link](https://x.com/ScottPh77711570/status/1980579152920219918) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-21T10:17Z 16.6K followers, 1872 engagements "@DWFLabs So the point of recognition is when the OI of the perp rises so that perp is more liquid than the spot market But you wanna notice well before that Unexplained rises in OI of coins with a thin-nonexistent spot market are early tells /8" [X Link](https://x.com/ScottPh77711570/status/1980579497507426338) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-21T10:18Z 16.6K followers, 1791 engagements "@DWFLabs If you can identify the MM behind the criming using @arkham it makes it way easier and you can sometimes see transfers to CEX's before the dump if they get sloppy /9" [X Link](https://x.com/ScottPh77711570/status/1980579722301173761) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-21T10:19Z 16.6K followers, 1657 engagements "@DWFLabs @arkham Of course once a coin has pumped the perpetrators have to start dumping The primary way of identifying this after a big pump is by a disconnect between perp and spot with perp selling off hard Like UNFI last year /10" [X Link](https://x.com/ScottPh77711570/status/1980580616589701329) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-21T10:23Z 16.6K followers, 1667 engagements "@DWFLabs @arkham I forget the paradox I'm a bit stoned so fuckit Moving on To tape painting crime /15" [X Link](https://x.com/ScottPh77711570/status/1980582716082123252) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-21T10:31Z 16.6K followers, 1364 engagements "@DWFLabs @arkham If a coin is thinly traded you could draw a dick on the chart if you want Memecoins are like this If you see someone spending money to paint the chart you can bet there's fuckery afoot /16" [X Link](https://x.com/ScottPh77711570/status/1980582879655784495) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-21T10:32Z 16.6K followers, 1322 engagements "@DWFLabs @arkham You can take some shitcoin pay a bunch of bribes to exchanges to get it listed Pay market makers to keep the markets liquid And to fake volume cos that's really significant /18" [X Link](https://x.com/ScottPh77711570/status/1980583262503465221) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-21T10:33Z 16.6K followers, 1211 engagements "@DWFLabs @arkham Side point: Volume is *highly* autocorrelated and predictive of price changes in crypto Things that have unusually high volume tend to pump Intuitively we know this but the maff checks out /19" [X Link](https://x.com/ScottPh77711570/status/1980583483564257749) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-21T10:34Z 16.6K followers, 1343 engagements "@lukecannon727 In the early days of HL the HLP really bootstrapped liquidity I was trading manually on HL in ways I could never do systematically on Dydx dydx was 4x the size of HL after X months now its XX% of the size" [X Link](https://x.com/ScottPh77711570/status/1980853469885182368) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-22T04:27Z 16.6K followers, XXX engagements "@chip1cr You are so real for this" [X Link](https://x.com/ScottPh77711570/status/1980886406328381755) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-22T06:38Z 16.6K followers, XXX engagements "@k_hole123 @functi0nZer0 But keep in mind the above video was taken *30 DAYS* after they cut open my leg pulled my femur out shaved the top X inches off with an angle grinder attached two titanium hips with screws and jammed the whole ungodly mess back into my hip socket Carpentry more than surgery" [X Link](https://x.com/ScottPh77711570/status/1980952176903270797) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-22T10:59Z 16.6K followers, XXX engagements "@functi0nZer0 @k_hole123 It really is wolverine level" [X Link](https://x.com/ScottPh77711570/status/1980953520598880313) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-22T11:04Z 16.6K followers, XXX engagements "@0xAlan_ That shouldn't be because it doesn't mean anything Average volume per day Volume trending up over time Those are worth looking at" [X Link](https://x.com/ScottPh77711570/status/1980959384713981972) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-22T11:28Z 16.6K followers, XXX engagements "@0xAlan_ XXX million per day average isn't much at all C'mon man you can math What would be impressive is a steady growth in volume (which probably is happening) Or some record recent day doing 2b that would be really impressive But I repeat the graph you posted isn't impressive" [X Link](https://x.com/ScottPh77711570/status/1980968263464202525) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-22T12:03Z 16.6K followers, XXX engagements "@0xAlan_ I think you are missing the point The point is showing *cumulative* anything on *any* chart is a classic deceptive trick in statistics to obfuscate information" [X Link](https://x.com/ScottPh77711570/status/1980968537389986129) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-22T12:04Z 16.6K followers, XXX engagements "@0xAlan_ I'm not saying you were deceptive mate I'm just saying that graph is shit and if you don't understand why you could think on it a bit End of message" [X Link](https://x.com/ScottPh77711570/status/1980970679140065419) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-22T12:13Z 16.6K followers, XX engagements "@0xjustblaze @nayshins Im about as far away from normal people as its possible to be deep down where it matters Im the type of guy who went to jail for dealing drugs and got out of jail then dealt more drugs My risk tolerance isnt well calibrated" [X Link](https://x.com/ScottPh77711570/status/1981290866972250340) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-23T09:25Z 16.6K followers, XX engagements "@ALBACapMgmt" [X Link](https://x.com/ScottPh77711570/status/1981544158465839347) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-24T02:11Z 16.6K followers, XXX engagements "@011101108a @Binance_intern @inversebrah GM Queen. Enjoying the rainy afternoon" [X Link](https://x.com/ScottPh77711570/status/1981644079059644809) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-24T08:49Z 16.6K followers, XX engagements "@nauhcner @CryptoCred @ifindsauce @macrocephalopod @lord_lamington @twinkonchain Venice of Africa City made for lovers" [X Link](https://x.com/ScottPh77711570/status/1981662993000919360) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-24T10:04Z 16.6K followers, XX engagements "You might be cool have you ever had a midget batman on meth dry humping your leg while you get mobbed by bitches on a boat @AntoineRSX this lives forever" [X Link](https://x.com/ScottPh77711570/status/1948639845464801602) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-07-25T07:01Z 16.6K followers, 38.5K engagements "This is my quant. My quantitative (It's really good you should read it)" [X Link](https://x.com/ScottPh77711570/status/1963183234533212499) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-09-03T10:12Z 16.6K followers, 22.6K engagements "@Aster_DEX Just don't hit the "24hr profit limit" and have your withdrawal blocked Cz didn't get rich by allowing a lot of withdrawals" [X Link](https://x.com/ScottPh77711570/status/1971395704074781014) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-09-26T02:05Z 16.6K followers, 15K engagements "Position sizing for non-nerds From first principles 1/" [X Link](https://x.com/ScottPh77711570/status/1976979019561418914) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-11T11:51Z 16.6K followers, 98.6K engagements "Niggaliquid functioned flawlessly throughout the market disruption Best in class liquidity supplied in part by @GoblinCap_ The future of finance is niggaliquid" [X Link](https://x.com/ScottPh77711570/status/1977629732163440808) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-13T06:57Z 16.6K followers, 10.8K engagements "Amazing work @felixprotocol" [X Link](https://x.com/ScottPh77711570/status/1977909262958698649) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-14T01:28Z 16.6K followers, 3082 engagements "If you are young and smart don't become a kwant There's more interesting things to do there's a handful of jobs and a knife fight for them Anyone smart enough to land one of these jobs can do anything and money isn't gonna be a problem" [X Link](https://x.com/ScottPh77711570/status/1979705615573557310) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-19T00:26Z 16.6K followers, 148.6K engagements "Niggaliquid is now listed on @nliquidx Big if true" [X Link](https://x.com/ScottPh77711570/status/1979792513306440133) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-19T06:11Z 16.6K followers, 3167 engagements "@Prophet_hl @NarwhalTan I went broke several times and went to jail several more Calm sea never made a skilful sailor" [X Link](https://x.com/ScottPh77711570/status/1979825466556187046) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-19T08:22Z 16.6K followers, 16.1K engagements "Twitter frens This is a technical discussion of the trading system @therobotjames @liquiditygoblin and I built on the HyperEVM If any of us have helped you pls share :) I think its a pretty good explanation of how a good trading system works" [X Link](https://x.com/ScottPh77711570/status/1980144357861883972) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-20T05:29Z 16.6K followers, 114.8K engagements "Niggaliquid coded The third best perp dex is @nliquidx" [X Link](https://x.com/ScottPh77711570/status/1980155763676135788) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-20T06:14Z 16.6K followers, 4425 engagements "The comments on this are out of control Not one single word in this lengthy post about what professional algos do is anything by XXX degrees from the truth And theres a bunch of imbeciles congratulating him for it" [X Link](https://x.com/ScottPh77711570/status/1981225365470400686) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-23T05:05Z 16.6K followers, 14.4K engagements "I rode my motorcycle around this morning Saw all these poignant little vignettes of Thai life At 5am I thought I was hearing a Muslim call to prayer Listened closer it was Buddhist monks chanting in Pali in the distance Its the je vegetarian festival today and locals were out representing their special vege menus Nearly crashed my bike looking at some local kids waving yellow flags for it The local field where I usually smell buffalo was flooded and I noticed the difference Thailand is a feast for the senses if only you have eyes to see" [X Link](https://x.com/ScottPh77711570/status/1981230433515032859) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-23T05:25Z 16.6K followers, 3422 engagements "@systematicls Fun story. In 1996 buying porn was really hard Playboys were passed from generation to generation People were terrified that their wife might see a credit card bill with "PORN COMPANY" on it It was awkward as fuck /1" [X Link](https://x.com/ScottPh77711570/status/1981561034591916392) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-24T03:19Z 16.6K followers, XXX engagements "I know a guy who LARPed for years as the Thai consul to Moldovia and a minor member of the Brit royal family Went by the name of Lord Bond Got invited to all the ambassador parties got a police escort when he was drunk. Claimed diplomatic immunity (he was a conman) Ive never understood pretending to be a quant. This weird niche thing that gets zero bitches that isnt commercially attractive or feasible to virtually anyone to make a living off Like how is that better than that fake society woman who pretended to be an heiress" [X Link](https://x.com/ScottPh77711570/status/1981648617942483301) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-24T09:07Z 16.6K followers, 22.2K engagements "I just googled him (been a decade since Ive seen him) and hes been making a nuisance of himself" [X Link](https://x.com/ScottPh77711570/status/1981654466203090985) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-24T09:30Z 16.6K followers, 2660 engagements "@CryptoCred @ifindsauce @macrocephalopod @lord_lamington @twinkonchain Token2049 in Mogadishu would be lowkey goated tho" [X Link](https://x.com/ScottPh77711570/status/1981659770802380845) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-24T09:51Z 16.6K followers, XXX engagements "@follis_ @CryptoCred @Chroma_Trading Thats a pretty reasonable and plausible explanation actually" [X Link](https://x.com/ScottPh77711570/status/1981916859067949078) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-25T02:52Z 16.6K followers, XXX engagements "@cryptohound666 @bast1dgex @CryptoCred @follis_ @Chroma_Trading Yeah but I used to do that too before I knew better If you scroll to the far right of first tab (for graphs) of one of my old trading logs I did something similar Paid roughly mcdonalds wages tho and didn't scale which is the bit he's missing" [X Link](https://x.com/ScottPh77711570/status/1981931765326385412) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-25T03:52Z 16.6K followers, XX engagements "@TraderMagus The march of human progress is in time with efficient capital markets Helping make them efficient isn't curing cancer but its not nothing either" [X Link](https://x.com/ScottPh77711570/status/1981932174548062692) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-25T03:53Z 16.6K followers, XXX engagements "@nayshins @RamonGainez correct. 100m signup bonus secured" [X Link](https://x.com/ScottPh77711570/status/1981200967308836986) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-23T03:28Z 16.6K followers, XX engagements "Let he who hasn't encouraged Hamas money laundering on their site cast the first stone After all "you can barely buy an AK for $600"" [X Link](https://x.com/ScottPh77711570/status/1981490106247811485) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-23T22:37Z 16.6K followers, 2877 engagements "@lord_lamington @twinkonchain Hes a different breed than Vertox or any of the larpers Say hes painting his experience in the best possible light which I guess we all do sometimes" [X Link](https://x.com/ScottPh77711570/status/1981602281452900611) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-24T06:02Z 16.6K followers, 4037 engagements "@Grand85 @maruushae @imotw2 @friendscallmeap My COO (lovely XX year old white lady) insisted we do team karaoke at the token2049 conference Took whole team to a Vietnamese brothel for hooker karaoke Can 10/10 recommend catwalk ktv in Singapore" [X Link](https://x.com/ScottPh77711570/status/1981607783150846251) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-24T06:24Z 16.6K followers, XXX engagements "@im_goomba How do people not realize how obviously and flamboyantly homosexual this man is" [X Link](https://x.com/ScottPh77711570/status/1981980945789170140) [@ScottPh77711570](/creator/x/ScottPh77711570) 2025-10-25T07:07Z 16.6K followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@ScottPh77711570
"@0xAlan_ You realize that any chart looks like that when you show cumulative volume right"
X Link @ScottPh77711570 2025-10-22T05:14Z 16.6K followers, XXX engagements
"@choffstein @therobotjames Anyway I rounded out the team with some killer ops people some super cracked autistic devs and junior kwant talent like @friendscallmeap For a CFO (cos I'm a retard with money) we have a super-boomer type who was CIO of the NYSE /9"
X Link @ScottPh77711570 2025-07-29T07:48Z 16.6K followers, 3815 engagements
"One thing you probably know intuitively BTC and TRASHCOIN aren't the same They don't move the same liquidity isn't the same edges aren't the same. so you shouldn't treat your signals the same /5"
X Link @ScottPh77711570 2025-09-07T00:13Z 16.6K followers, 7050 engagements
"The "proper kwant" way is to build barra/axioma style factor models and adjust for everything you know is predictably fucking with price But an 80/20 solution for ghetto kwants from these streets is to vol normalise the time series before running features Apples to apples /6"
X Link @ScottPh77711570 2025-09-07T00:14Z 16.6K followers, 6928 engagements
"@AgustinLebron3 @macrocephalopod @investingidiocy @0xfdf @therobotjames Notice how that when the market starts to move money loves speed. FAR better to get a crappy strategy running off an excel sheet and click trading than build some infra and miss out Yea I'm speaking to all the substack kwant nerds here Money. Loves. Speed. /40"
X Link @ScottPh77711570 2025-09-07T03:14Z 16.6K followers, 2000 engagements
"For those following the ongoing MYX scam its becoming obvious they have a simple exit target"
X Link @ScottPh77711570 2025-09-10T08:51Z 16.6K followers, 4700 engagements
"@btc_charlie taps sign"
X Link @ScottPh77711570 2025-09-11T11:18Z 16.6K followers, 1024 engagements
"I love seeing $BSV make the lowest price ever Still a forever short. XX% down to go"
X Link @ScottPh77711570 2025-09-26T04:04Z 16.6K followers, 2951 engagements
"In this case if I wanted to take XX vol on my port and I held full ETH I'd hold XX% and XX% in cash Ultimately its not about the math /9"
X Link @ScottPh77711570 2025-10-11T12:05Z 16.6K followers, 4317 engagements
"@joyflow4 @investingidiocy I think crypto is obviously far riskier than tradfi and a sensible guy like Rob has good reasons to never want to trade it I also think the story of finance is largely the story of being paid (noisily and on average) for taking on risk more sensible people wouldn't touch"
X Link @ScottPh77711570 2025-10-13T21:02Z 16.6K followers, 2833 engagements
"he is so real for this"
X Link @ScottPh77711570 2025-10-14T23:23Z 16.6K followers, 4716 engagements
"@choffstein @liquiditygoblin On HL HLP is .5% of volume overall But there is a big difference in the instruments which HLP is a larger percentage"
X Link @ScottPh77711570 2025-10-16T22:12Z 16.6K followers, XXX engagements
"@ArthuronHL @stalequant My experience is the tax optimizoors end up with less in the end I live in Thailand because I love it its my first choice In Australia Id have access to credit and a booming property market making money is easier there even with tax"
X Link @ScottPh77711570 2025-10-18T00:25Z 16.6K followers, XX engagements
"@degennQuant In Thailand Bitkub is efficient (5m send) but the orderbooks one USDT/THB and USDC/THB are thin you have to slow clip it"
X Link @ScottPh77711570 2025-10-19T00:23Z 16.6K followers, XXX engagements
"@mr_plumpkin I dont disagree that its fascinating work (i spent my Sunday pottering about the house thinking about kwant stuff) I just think its a shame to send our literal smartest kids to do it In a societal sense. I get money is good and everything too I love money"
X Link @ScottPh77711570 2025-10-19T12:56Z 16.6K followers, XXX engagements
"@min_residuals @therobotjames @liquiditygoblin I think its a real problem that we have to solve. But I'm also confident that we can delay the day of reckoning until either HL solves it themselves or someone else does There's always CEX's too (we have a proof of funds setup from merkle trees inside binance/bybit)"
X Link @ScottPh77711570 2025-10-21T02:17Z 16.6K followers, XXX engagements
"@TXMCtrades This doesn't say anything about the state of the crypto industry other than on average low marketcap coins suck Virtually any kwant portfolio you are gonna build based on any features you like is going to be basically long big stuff short dogshit And that's really profitable"
X Link @ScottPh77711570 2025-10-21T02:36Z 16.6K followers, XXX engagements
"Yeah I've kicked the tyres on a bunch of them The infrastructure on Enzyme and August looks good custody setup is good. But all these products are geared towards spot and staking KYC'd tradfi products in a trenchcoat Our product is differentiated by coming with excellent execution and the ability to trade perps CEX/DEX (with proper custody through Fireblocks) ability to invest in vaults like pendle vaults HLP LLP make AAVE/Morpho loans with free capital cross exchange arb DeFi liquidity pools/arbs So I can see how Enzyme would suit some funds way better but my theory is that those are the"
X Link @ScottPh77711570 2025-10-21T08:20Z 16.6K followers, XXX engagements
"@min_residuals @therobotjames @liquiditygoblin and the quiet part out loud is no-KYC which nobody sane would ever do"
X Link @ScottPh77711570 2025-10-21T08:30Z 16.6K followers, XXX engagements
"So for the home trading shitcoinoor the highest probabilty trades tend to be from crime Cos crime pays. It really does /4"
X Link @ScottPh77711570 2025-10-21T10:13Z 16.6K followers, 1852 engagements
"Its worth understanding that crime-based flows are a different thing that risk premia based edges like momentum and mean reversion (what most traders trade) Risk premia and style premia are by definition weak edges and noisy af Crime isn't like that at all its realiable /5"
X Link @ScottPh77711570 2025-10-21T10:14Z 16.6K followers, 1888 engagements
"If you can accumulate a perp long big enough it doesn't matter if you spend a ton of cash market buying the spot to drive it up because you make it back on the perp This is the @DWFLabs playbook. They buy large amounts OTC from struggling projects and pamp-dump it /7"
X Link @ScottPh77711570 2025-10-21T10:17Z 16.6K followers, 1872 engagements
"@DWFLabs So the point of recognition is when the OI of the perp rises so that perp is more liquid than the spot market But you wanna notice well before that Unexplained rises in OI of coins with a thin-nonexistent spot market are early tells /8"
X Link @ScottPh77711570 2025-10-21T10:18Z 16.6K followers, 1791 engagements
"@DWFLabs If you can identify the MM behind the criming using @arkham it makes it way easier and you can sometimes see transfers to CEX's before the dump if they get sloppy /9"
X Link @ScottPh77711570 2025-10-21T10:19Z 16.6K followers, 1657 engagements
"@DWFLabs @arkham Of course once a coin has pumped the perpetrators have to start dumping The primary way of identifying this after a big pump is by a disconnect between perp and spot with perp selling off hard Like UNFI last year /10"
X Link @ScottPh77711570 2025-10-21T10:23Z 16.6K followers, 1667 engagements
"@DWFLabs @arkham I forget the paradox I'm a bit stoned so fuckit Moving on To tape painting crime /15"
X Link @ScottPh77711570 2025-10-21T10:31Z 16.6K followers, 1364 engagements
"@DWFLabs @arkham If a coin is thinly traded you could draw a dick on the chart if you want Memecoins are like this If you see someone spending money to paint the chart you can bet there's fuckery afoot /16"
X Link @ScottPh77711570 2025-10-21T10:32Z 16.6K followers, 1322 engagements
"@DWFLabs @arkham You can take some shitcoin pay a bunch of bribes to exchanges to get it listed Pay market makers to keep the markets liquid And to fake volume cos that's really significant /18"
X Link @ScottPh77711570 2025-10-21T10:33Z 16.6K followers, 1211 engagements
"@DWFLabs @arkham Side point: Volume is highly autocorrelated and predictive of price changes in crypto Things that have unusually high volume tend to pump Intuitively we know this but the maff checks out /19"
X Link @ScottPh77711570 2025-10-21T10:34Z 16.6K followers, 1343 engagements
"@lukecannon727 In the early days of HL the HLP really bootstrapped liquidity I was trading manually on HL in ways I could never do systematically on Dydx dydx was 4x the size of HL after X months now its XX% of the size"
X Link @ScottPh77711570 2025-10-22T04:27Z 16.6K followers, XXX engagements
"@chip1cr You are so real for this"
X Link @ScottPh77711570 2025-10-22T06:38Z 16.6K followers, XXX engagements
"@k_hole123 @functi0nZer0 But keep in mind the above video was taken 30 DAYS after they cut open my leg pulled my femur out shaved the top X inches off with an angle grinder attached two titanium hips with screws and jammed the whole ungodly mess back into my hip socket Carpentry more than surgery"
X Link @ScottPh77711570 2025-10-22T10:59Z 16.6K followers, XXX engagements
"@functi0nZer0 @k_hole123 It really is wolverine level"
X Link @ScottPh77711570 2025-10-22T11:04Z 16.6K followers, XXX engagements
"@0xAlan_ That shouldn't be because it doesn't mean anything Average volume per day Volume trending up over time Those are worth looking at"
X Link @ScottPh77711570 2025-10-22T11:28Z 16.6K followers, XXX engagements
"@0xAlan_ XXX million per day average isn't much at all C'mon man you can math What would be impressive is a steady growth in volume (which probably is happening) Or some record recent day doing 2b that would be really impressive But I repeat the graph you posted isn't impressive"
X Link @ScottPh77711570 2025-10-22T12:03Z 16.6K followers, XXX engagements
"@0xAlan_ I think you are missing the point The point is showing cumulative anything on any chart is a classic deceptive trick in statistics to obfuscate information"
X Link @ScottPh77711570 2025-10-22T12:04Z 16.6K followers, XXX engagements
"@0xAlan_ I'm not saying you were deceptive mate I'm just saying that graph is shit and if you don't understand why you could think on it a bit End of message"
X Link @ScottPh77711570 2025-10-22T12:13Z 16.6K followers, XX engagements
"@0xjustblaze @nayshins Im about as far away from normal people as its possible to be deep down where it matters Im the type of guy who went to jail for dealing drugs and got out of jail then dealt more drugs My risk tolerance isnt well calibrated"
X Link @ScottPh77711570 2025-10-23T09:25Z 16.6K followers, XX engagements
"@ALBACapMgmt"
X Link @ScottPh77711570 2025-10-24T02:11Z 16.6K followers, XXX engagements
"@011101108a @Binance_intern @inversebrah GM Queen. Enjoying the rainy afternoon"
X Link @ScottPh77711570 2025-10-24T08:49Z 16.6K followers, XX engagements
"@nauhcner @CryptoCred @ifindsauce @macrocephalopod @lord_lamington @twinkonchain Venice of Africa City made for lovers"
X Link @ScottPh77711570 2025-10-24T10:04Z 16.6K followers, XX engagements
"You might be cool have you ever had a midget batman on meth dry humping your leg while you get mobbed by bitches on a boat @AntoineRSX this lives forever"
X Link @ScottPh77711570 2025-07-25T07:01Z 16.6K followers, 38.5K engagements
"This is my quant. My quantitative (It's really good you should read it)"
X Link @ScottPh77711570 2025-09-03T10:12Z 16.6K followers, 22.6K engagements
"@Aster_DEX Just don't hit the "24hr profit limit" and have your withdrawal blocked Cz didn't get rich by allowing a lot of withdrawals"
X Link @ScottPh77711570 2025-09-26T02:05Z 16.6K followers, 15K engagements
"Position sizing for non-nerds From first principles 1/"
X Link @ScottPh77711570 2025-10-11T11:51Z 16.6K followers, 98.6K engagements
"Niggaliquid functioned flawlessly throughout the market disruption Best in class liquidity supplied in part by @GoblinCap_ The future of finance is niggaliquid"
X Link @ScottPh77711570 2025-10-13T06:57Z 16.6K followers, 10.8K engagements
"Amazing work @felixprotocol"
X Link @ScottPh77711570 2025-10-14T01:28Z 16.6K followers, 3082 engagements
"If you are young and smart don't become a kwant There's more interesting things to do there's a handful of jobs and a knife fight for them Anyone smart enough to land one of these jobs can do anything and money isn't gonna be a problem"
X Link @ScottPh77711570 2025-10-19T00:26Z 16.6K followers, 148.6K engagements
"Niggaliquid is now listed on @nliquidx Big if true"
X Link @ScottPh77711570 2025-10-19T06:11Z 16.6K followers, 3167 engagements
"@Prophet_hl @NarwhalTan I went broke several times and went to jail several more Calm sea never made a skilful sailor"
X Link @ScottPh77711570 2025-10-19T08:22Z 16.6K followers, 16.1K engagements
"Twitter frens This is a technical discussion of the trading system @therobotjames @liquiditygoblin and I built on the HyperEVM If any of us have helped you pls share :) I think its a pretty good explanation of how a good trading system works"
X Link @ScottPh77711570 2025-10-20T05:29Z 16.6K followers, 114.8K engagements
"Niggaliquid coded The third best perp dex is @nliquidx"
X Link @ScottPh77711570 2025-10-20T06:14Z 16.6K followers, 4425 engagements
"The comments on this are out of control Not one single word in this lengthy post about what professional algos do is anything by XXX degrees from the truth And theres a bunch of imbeciles congratulating him for it"
X Link @ScottPh77711570 2025-10-23T05:05Z 16.6K followers, 14.4K engagements
"I rode my motorcycle around this morning Saw all these poignant little vignettes of Thai life At 5am I thought I was hearing a Muslim call to prayer Listened closer it was Buddhist monks chanting in Pali in the distance Its the je vegetarian festival today and locals were out representing their special vege menus Nearly crashed my bike looking at some local kids waving yellow flags for it The local field where I usually smell buffalo was flooded and I noticed the difference Thailand is a feast for the senses if only you have eyes to see"
X Link @ScottPh77711570 2025-10-23T05:25Z 16.6K followers, 3422 engagements
"@systematicls Fun story. In 1996 buying porn was really hard Playboys were passed from generation to generation People were terrified that their wife might see a credit card bill with "PORN COMPANY" on it It was awkward as fuck /1"
X Link @ScottPh77711570 2025-10-24T03:19Z 16.6K followers, XXX engagements
"I know a guy who LARPed for years as the Thai consul to Moldovia and a minor member of the Brit royal family Went by the name of Lord Bond Got invited to all the ambassador parties got a police escort when he was drunk. Claimed diplomatic immunity (he was a conman) Ive never understood pretending to be a quant. This weird niche thing that gets zero bitches that isnt commercially attractive or feasible to virtually anyone to make a living off Like how is that better than that fake society woman who pretended to be an heiress"
X Link @ScottPh77711570 2025-10-24T09:07Z 16.6K followers, 22.2K engagements
"I just googled him (been a decade since Ive seen him) and hes been making a nuisance of himself"
X Link @ScottPh77711570 2025-10-24T09:30Z 16.6K followers, 2660 engagements
"@CryptoCred @ifindsauce @macrocephalopod @lord_lamington @twinkonchain Token2049 in Mogadishu would be lowkey goated tho"
X Link @ScottPh77711570 2025-10-24T09:51Z 16.6K followers, XXX engagements
"@follis_ @CryptoCred @Chroma_Trading Thats a pretty reasonable and plausible explanation actually"
X Link @ScottPh77711570 2025-10-25T02:52Z 16.6K followers, XXX engagements
"@cryptohound666 @bast1dgex @CryptoCred @follis_ @Chroma_Trading Yeah but I used to do that too before I knew better If you scroll to the far right of first tab (for graphs) of one of my old trading logs I did something similar Paid roughly mcdonalds wages tho and didn't scale which is the bit he's missing"
X Link @ScottPh77711570 2025-10-25T03:52Z 16.6K followers, XX engagements
"@TraderMagus The march of human progress is in time with efficient capital markets Helping make them efficient isn't curing cancer but its not nothing either"
X Link @ScottPh77711570 2025-10-25T03:53Z 16.6K followers, XXX engagements
"@nayshins @RamonGainez correct. 100m signup bonus secured"
X Link @ScottPh77711570 2025-10-23T03:28Z 16.6K followers, XX engagements
"Let he who hasn't encouraged Hamas money laundering on their site cast the first stone After all "you can barely buy an AK for $600""
X Link @ScottPh77711570 2025-10-23T22:37Z 16.6K followers, 2877 engagements
"@lord_lamington @twinkonchain Hes a different breed than Vertox or any of the larpers Say hes painting his experience in the best possible light which I guess we all do sometimes"
X Link @ScottPh77711570 2025-10-24T06:02Z 16.6K followers, 4037 engagements
"@Grand85 @maruushae @imotw2 @friendscallmeap My COO (lovely XX year old white lady) insisted we do team karaoke at the token2049 conference Took whole team to a Vietnamese brothel for hooker karaoke Can 10/10 recommend catwalk ktv in Singapore"
X Link @ScottPh77711570 2025-10-24T06:24Z 16.6K followers, XXX engagements
"@im_goomba How do people not realize how obviously and flamboyantly homosexual this man is"
X Link @ScottPh77711570 2025-10-25T07:07Z 16.6K followers, XX engagements
/creator/twitter::1409061004114206721/posts