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Kvants Alpha Aggressive Vault Performance Worth Watching. ⚡️ July was a defining month. The Kvants Alpha Aggressive vault delivered a net return of 22% on Drift, outperforming average market benchmarks. On the 2nd of October, The Kvants Alpha Aggressive locked in the second position on Drift. 🚀 Here's What...

25,316 просмотров • 9 месяцев назад •via X (Twitter)

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Dirac Finance — Update on TGE and Next Steps (For Beras who can’t read, please find a tl;dr below in the next tweet) A. Global sentiment and commitment: 1. The past few weeks have tested the resilience of DeFi, and the Berachain ecosystem has shown strong coordination and stability. 2. At Dirac, our commitment remains unchanged: we are building on Berachain Foundation 🐻⛓ because we believe in its Proof-of-Liquidity consensus, perfectly aligned with Dirac Finance’s vault infrastructure and token design. B. Product: 1. After completing the first vault cycles with strong APRs, Dirac proved its potential as a vault infrastructure connecting complex primitives (perps, options, and other yield strategies) with users seeking simplicity and efficiency. 2. We are now in advanced discussions with DeFi strategists to deploy new vaults. Strategists’ compensation consists of sharing part of the yield (up to 3%). 3. On the development side, the Kodiak perps integration is live — thanks to Orderly for their support — and additional integrations are underway. 4. To become a fully decentralized vault infrastructure, we will deploy the $DIRAC token, a central element of both governance and the Dirac vault economy. C. TGE: 1. Last week, we finalized the TGE framework with Ramen 🍜. Major $DIRAC token purchasers, including W3f Group and our community, are aligned for a Q4 to early Q1 TGE. 2. The $DIRAC token will launch through Ramen 🍜 and be available on Kodiak in an Island v2 pool, receiving BGT emissions during and after launch. 3. We are reinforcing our team with DeFi OGs and vault curators to bring additional energy to the TGE preparation and post-TGE period. Team additions and partnerships will be disclosed in the coming days. 4. TGE details will be shared soon, once we finalize the date with Ramen. --- We believe in consistency, transparency, and hard work in all market conditions. We appreciate everyone’s continued support and patience. More updates will follow soon. Questions or feedback? Join our Discord and chat with the team: http:// Let’s keep pushing!

Dirac Finance

10,348 просмотров • 8 месяцев назад

The German embassy in Moscow once again called on Russia to end the war. In return, Russia called them "Nazi propagandists", jeered that the German ambassador's car drives on gas, and blamed Berlin for waging "an aggressive war" against Russia. ◾️On July 6, a video was published at the Facebook page of the German embassy in Russia. In it, Lena Hillmeier, head of the press office and second secretary at the German embassy in Russia, offered an solution to Russia's fuel problems: stop Russia's aggressive war against Ukraine. ◾️A week later, the German ambassador was summoned to Russia's foreign affairs ministry. He was told that "The slide of German agitprop's information and communications efforts into the style of the worst Nazi propaganda practices is immoral and provokes historically conditioned rejection and outrage among broad sections of the population in our country. At the same time, we were pleased to learn that the German ambassador will soon be returning home in a gasoline-powered car following the completion of his official mission." Zakharova also commented that "we [Russia] agree that it's time Berlin end its aggressive war through the hands of the Kyiv regime." She suggested that "concerned German diplomats" use public transportation. ◾️The German embassy reacted: "Today, Ambassador Alexander Graf Lambsdorff was summoned to the Russian Ministry of Foreign Affairs. During the meeting, Russian Foreign Ministry spokesperson Maria Zakharova criticized the publications of the German Embassy in Moscow, claiming they touch on "painful issues" for the Russian population. The summons was prompted by a widely viewed video from the Embassy about the fuel crisis in Russia caused by Russia's military aggression against Ukraine. The video calls on Russia to end the war, reflecting the well-known position of the German government and a demand for Russia repeatedly made by Germany and the EU. Attempts to obstruct the publication of the Embassy's materials, the content of which is factual, will be futile. The Embassy will continue to advocate for an end to the monstrous, aggressive war against Ukraine and to report on its consequences." Thank you, Germany, for standing with Ukraine! 🇩🇪🇺🇦

Anton Gerashchenko

83,159 просмотров • 1 день назад

This Chinese guy built a Second Brain in Obsidian and every morning gets 3 trading ideas that brought him $180,000 in 6 months. Inside he runs a pipeline of 6 workflows on N8N that automatically pulls every read article, listened podcast, and voice note into a shared Obsidian vault, and a neural network analyst every morning at 6:00 finds connections between the fresh and the old and puts the 3 strongest trading ideas for the day into the inbox. No analytics desk, no Bloomberg terminal, no Telegram chats with traders. Just a Mac Mini by the wall, an iPhone in the pocket, and 1 local Obsidian vault. And traditional quant funds keep entire teams of 8 people on salary for the same flow of insights, while his expenses are only subscriptions to Readwise, Whisper API, and N8N hosting. 6 pipelines process about 200 sources a day and close the monthly API bill at about $120. The Mac Mini itself stores the entire vault and keeps the neural network analyst running 24/7, and from the iPhone the owner drops any idea he hears on the go into a Telegram bot, and it lands in the vault inbox in just 30 seconds. The starting instruction that sits in the VAULT.md file at the root of his vault looks like this: "you are the AI analyst of a solo trader. you read his vault every morning at 6:00, find connections between fresh and old notes, and deliver 3 trading ideas he can verify in the hour before the market opens. pipelines: // Reader (pulls every article and highlight from Readwise, Twitter bookmarks, and Kindle into /notes) // Listener (transcribes podcasts through Airr and voice notes through Whisper, puts them in /notes) // Catcher (accepts any message from the Telegram bot and writes it to /inbox with a timestamp) // Connector (every night reads across the entire vault and updates the connection graph between 4,000 notes) // Briefer (at 6:00 AM writes a brief: 3 trading ideas for today plus the emerging thesis of the week, puts it in /inbox) // Mobile (lives in the iPhone, answers any question about the vault by voice, and confirms alerts while the owner is on the go). you wake the owner with a push notification only when a fresh note contradicts his active thesis or when 1 of the 3 morning ideas has a confidence score above 90%." This instruction immediately sets the role for the system and the limits of its autonomy. It knows it is supposed to connect new with old on its own. It knows it is supposed to prepare 3 trading ideas every morning on its own. It knows it connects the live trader only when a thesis is contradicted or an ultra-confident idea appears. → Reader pulls about 80 articles and highlights a day from Readwise, Twitter, and Kindle → Listener transcribes 4 to 6 podcasts a week through Airr and Whisper → Catcher intercepts all voice and text ideas through the Telegram bot, averaging 15 to 20 a day → Connector updates the connection graph between 4,000 notes every night, adding 25 to 30 new edges → Briefer puts a fresh brief with 3 trading ideas and the emerging thesis into the inbox at exactly 6:00 → Mobile answers any question about the vault by voice and confirms alerts right from the iPhone And only when a new note contradicts his active thesis or 1 of the ideas breaks 90% confidence does the orchestrator raise the owner with a push notification. And when the trader at that moment is driving to the gym or eating breakfast, the Mobile agent in his iPhone answers any quick question about the vault by voice: what he wrote about this ticker last week, which 3 sources support the idea of long NVDA, and what counter-thesis already sits in his notes. The trader makes the decision and sends the order before New York opens. The fresh brief from last Monday looks like this: "reader: 78 materials added over the weekend, 11 of them about semiconductors, 4 about energy, 3 about biotech. passing to connector." "connector: 27 new connections found between fresh materials and the vault, the strongest one is that the Goldman report from Wednesday matches the NVDA thesis you wrote 3 weeks ago." "briefer: 3 trading ideas for today: long NVDA (confidence 0.84), short Tesla at the close of the quarterly report (0.71), watch URI (0.62). emerging thesis of the week: the market is underpricing capex on data centers." "alert: your fresh note about long-term risk in semis contradicts the NVDA thesis. sending for review." In his work setup there is no cloud server, no team of analysts, and not even a Bloomberg subscription. At home sits a Mac Mini with a local Obsidian vault, on top run 6 N8N pipelines and a neural network analyst, and the same vault mirrors to a secure terminal on the iPhone. Out of everything I have seen this year, this is the cleanest solo trading setup on a second brain: $120 a month on the API, about $30,000 a month into the account, and between them 6 pipelines, 4,000 connected notes, and 1 iPhone in the pocket.

Blaze

924,495 просмотров • 2 месяцев назад

#education FinTwit pushes a myth that you should only chase breakouts and trending stocks. This works for some, but it is a trap for others. If you are an investor, your goal is building income, not just following momentum. Take $EOSE as an example. It took a 50% haircut after being called the next generational wealth play. Once the hype died, the furus disappeared just like their moms' money. Conviction in a strategy means looking for ways to lower your cost basis through premium collection, not just praying for a price recovery. The results of active management speak for themselves. Here is the breakdown on a position I have been working for the past month: • Initial purchase price: $4.73 • Current effective cost basis: $3.47 • Total cost reduction: 27% • Current core position: +60% I achieved this without selling a single share. This drop came purely from selling calls and puts. I did not take profits, had I, I would have lowered my cost basis more. Instead, I’ll continue to generated income and recycled capital while keeping the entire position intact. Leaving capital available for the next ER drop. And…the mechanics are a lot simpler than most think. Determine your maximum capital for a conviction play. Let’s say you allocate $10,000, use $2,500 for your core position. Use the remaining $7,500 to sell puts or spreads. While the stock consolidates, generate an extra layer by selling calls. High volatility in stocks under $8 is a blessing. High IV means higher premiums for sellers. Bring it in for the real sauce for extra yield ⚠️: • Use a small portion of your unallocated capital on Thursday’s around noon. • Find a juiced ATM or ITM strike. • Buy 100 shares and sell that strike. • If the stock stays over the strike by Friday, the premium is yours and the shares are gone. This creates a 1.2% to 1.7% return on a one day hold. • If the price drops, keep the shares and sell covered calls for the following week to capture another 1.2% to 1.7% • With the goal of having this last shares to be call away. Now for the FuruKiller fact. If you do not want to count this as an ECB reduction, let's talk about yield. I pulled a 26.8% return in one month. Even if the haters say that is luck, let's be generous and cut that in half. Take 13% over a 12 month span, you are looking at over 150% annualized return. That already smokes the market and your average furu. And for the kicker. Over the whole month, I averaged only 63.3% of my rolling capital in use. That is 25% locked in core shares and 31.3% in options strategy. I generated that 26.8% return with 36.7% of my capital sitting on the sidelines. So does chasing stocks that have run 600% make you money, yes, but so does investing in something not in a circle jerk. And it doesn’t have to be in speculative names under $10. I’m doing this with other names as well.

Charts R Us

24,447 просмотров • 2 месяцев назад