Loading video...

Video Failed to Load

Go Home

Your ICT Strategy Is Incomplete Without This | Casper SMC In this weeks Order Book episode I sit down with Casper SMC to break down how he combines ICT concepts with orderflow to sharpen his entries and reads. We get into why ICT alone leaves gaps, how orderflow fills...

Tradermayne's profile picture

Mayne

564,364 subscribers

26,901 views • 3 months ago •via X (Twitter)

LIVE

Anya Rossi• Live Now

Private livecam show

0 Comments

No comments available

Comments from the original post will appear here

Related Videos

How I Made Crazy Profits with DLMM: LP Army Member jAIsus Shares His Strategies This podcast is packed with pure alpha right until the end get amongst it ⏰Timestamps⏰ 00:00 Introduction and Guest Welcome 00:44 BBJ's Background and Entry into Crypto 02:30 Full-Time Crypto Journey 03:01 Meteor Community and Profitability 03:47 DLMM Tools and Strategies 12:22 Impact of Meteor on Solana and Crypto 14:02 Daily Routine and Strategies 22:10 Personal Trading Strategies 23:09 In and Out Strategy Explained 23:58 Navigating Market Manipulation 24:46 Using Fibonacci in Trading 26:35 Avoiding Big Losses 29:09 Balancing Life and Trading 32:27 Current Market Sentiment 37:22 Advice for New Traders 40:02 Valuable Life Lessons 41:06 Closing Remarks The LP Army & Meteora are the community to join to level up your speed
41:38

How I Made Crazy Profits with DLMM: LP Army Member jAIsus Shares His Strategies This podcast is packed with pure alpha right until the end get amongst it ⏰Timestamps⏰ 00:00 Introduction and Guest Welcome 00:44 BBJ's Background and Entry into Crypto 02:30 Full-Time Crypto Journey 03:01 Meteor Community and Profitability 03:47 DLMM Tools and Strategies 12:22 Impact of Meteor on Solana and Crypto 14:02 Daily Routine and Strategies 22:10 Personal Trading Strategies 23:09 In and Out Strategy Explained 23:58 Navigating Market Manipulation 24:46 Using Fibonacci in Trading 26:35 Avoiding Big Losses 29:09 Balancing Life and Trading 32:27 Current Market Sentiment 37:22 Advice for New Traders 40:02 Valuable Life Lessons 41:06 Closing Remarks The LP Army & Meteora are the community to join to level up your speed

Seb Monty

14,089 views • 1 year ago

Today we're launching our largest expansion of the LuxAlgo Library. The Library now hosts 861 technical analysis concepts across 17 families: momentum, SMC/ICT, Wyckoff, volatility, Elliott, and more. Near-100% indicator coverage, strategy-ready source code behind every one. Five years and hundreds of published tools later, this is the Library we set out to build. Every definition, calculation, and trading method organized in one place. Hundreds of new indicators cover every corner of Wyckoff, SMC/ICT, and any concept you can name, all ready to use in Quant by LuxAlgo for building trading strategies. Pull the real Pine Script® compatible source straight into your editor. Study it, modify it, or hand it to Quant to turn into a backtested strategy. Works on LuxAlgo and TradingView. We also shipped an MCP server. The entire Library is now available inside Claude, Cursor, ChatGPT, or any AI agent. Browse concepts, explain calculations, and pull source without leaving your workflow. One Library, all of technical analysis. Explore & start building:
0:30

Today we're launching our largest expansion of the LuxAlgo Library. The Library now hosts 861 technical analysis concepts across 17 families: momentum, SMC/ICT, Wyckoff, volatility, Elliott, and more. Near-100% indicator coverage, strategy-ready source code behind every one. Five years and hundreds of published tools later, this is the Library we set out to build. Every definition, calculation, and trading method organized in one place. Hundreds of new indicators cover every corner of Wyckoff, SMC/ICT, and any concept you can name, all ready to use in Quant by LuxAlgo for building trading strategies. Pull the real Pine Script® compatible source straight into your editor. Study it, modify it, or hand it to Quant to turn into a backtested strategy. Works on LuxAlgo and TradingView. We also shipped an MCP server. The entire Library is now available inside Claude, Cursor, ChatGPT, or any AI agent. Browse concepts, explain calculations, and pull source without leaving your workflow. One Library, all of technical analysis. Explore & start building:

LuxAlgo

23,029 views • 23 days ago

EDGE REVEALED: How an Ex-Jane Street Trader Finds Edge in Markets & Life Agustin Lebron Agustin Lebron (former Jane Street trader, author of The Laws of Trading, now working at an AI startup applying reinforcement learning to market execution) breaks down what edge really means — and how to find yours in trading, careers & life. “Edge is something that either you know or you can do that the marginal participant in that market either doesn’t or can’t.” We cover: - What edge actually means & how Jane Street builds organizational edge (their worst skill is still "pretty decent") - Why you can never truly know if you have edge — the statistical vs intuitive approaches - The consolidation of quant trading: from dozens of options firms to a handful of giants - The gamblification of everything — retail trading, sports betting & prediction markets fueling quant profits - What it was like having Sam Bankman-Fried (SBF) as a Jane Street intern: "Day one, I'm going to ask all the questions" - How to apply edge thinking to your own career: find what you're differentially good at - Raising teenagers in the AI age: why the traditional path still works, but other paths are opening up 00:00 Introduction 00:44 What is edge in financial markets 01:43 Jane Street and organizational structures for quant trading 03:46 Identifying and validating edge in trading 06:22 Navigating extreme market events and volatility 09:37 Future of quant trading and consolidation 12:15 Why quant firm profits have increased 14:42 The gamblization of everything 15:55 Who should pursue a career in quant trading 18:19 Applying the concept of edge to career and life decisions 20:56 Advice for interns to excel in quant trading 23:44 Predicting long-term success in trading interns 25:08 Sam Bankman-Fried as an intern and FTX reflections 28:15 Reasons people leave Jane Street and what they do next 31:19 Advice for young people in a changing world 36:09 Navigating job insecurity in tech-driven roles 38:55 Where to live if you want to be successful 40:28 Raising kids for a rapidly changing future 42:55 Questions young people should ask themselves 44:45 Outro and book recommendation
44:46

EDGE REVEALED: How an Ex-Jane Street Trader Finds Edge in Markets & Life Agustin Lebron Agustin Lebron (former Jane Street trader, author of The Laws of Trading, now working at an AI startup applying reinforcement learning to market execution) breaks down what edge really means — and how to find yours in trading, careers & life. “Edge is something that either you know or you can do that the marginal participant in that market either doesn’t or can’t.” We cover: - What edge actually means & how Jane Street builds organizational edge (their worst skill is still "pretty decent") - Why you can never truly know if you have edge — the statistical vs intuitive approaches - The consolidation of quant trading: from dozens of options firms to a handful of giants - The gamblification of everything — retail trading, sports betting & prediction markets fueling quant profits - What it was like having Sam Bankman-Fried (SBF) as a Jane Street intern: "Day one, I'm going to ask all the questions" - How to apply edge thinking to your own career: find what you're differentially good at - Raising teenagers in the AI age: why the traditional path still works, but other paths are opening up 00:00 Introduction 00:44 What is edge in financial markets 01:43 Jane Street and organizational structures for quant trading 03:46 Identifying and validating edge in trading 06:22 Navigating extreme market events and volatility 09:37 Future of quant trading and consolidation 12:15 Why quant firm profits have increased 14:42 The gamblization of everything 15:55 Who should pursue a career in quant trading 18:19 Applying the concept of edge to career and life decisions 20:56 Advice for interns to excel in quant trading 23:44 Predicting long-term success in trading interns 25:08 Sam Bankman-Fried as an intern and FTX reflections 28:15 Reasons people leave Jane Street and what they do next 31:19 Advice for young people in a changing world 36:09 Navigating job insecurity in tech-driven roles 38:55 Where to live if you want to be successful 40:28 Raising kids for a rapidly changing future 42:55 Questions young people should ask themselves 44:45 Outro and book recommendation

Ethan Kho

214,514 views • 6 months ago

What It's Like Building a Proprietary Power Trading Firm with Cory Paddock Cory Paddock (Cory Paddock) has been trading the physical power grid since the early 2000s. He built his own firm from scratch in 2014 — trading his own capital — and has navigated every major paradigm shift in U.S. energy markets since coal dominated the grid. "It's the perfect amount of darkness. The information is public — but it's in the dark." We cover: - How Cory built a point of view on paradigm shifts before the market caught up - Why power trading sits at the intersection of economics & physics — and why that matters for edge - Why backtesting more than a few years of power data is basically useless — the grid isn't the same grid - LMP & locational marginal pricing: how physical grid constraints turn into alpha if you know where to look - The 5–10 trades that make your year — and why forcing setups in the lean periods kills you - How GBE stripped pay uncertainty out of trader comp so people can just focus on trading well - What it actually feels like watching your own money swing in real-time — and when it stops feeling that way Thanks so much Cory for coming on Odds on Open! Timestamps: 00:00 Intro 01:09 Starting GBE and finding trading edge 01:38 Overview of electricity markets and pricing 02:05 Power trading structure and deregulated markets 04:11 Research pipeline for market data analysis 04:56 Domain knowledge and renewable energy trading 06:39 LLMs and AI tools for quants 07:49 Grid data and intraday market signals 09:25 Finding alpha in electricity markets 10:13 Paradigm shifts and regime change insights 13:19 Coal to gas, wind, and solar trends 14:39 Data centers, EVs, and load growth 16:47 Recruiting talent in energy trading firms 17:38 Gen Z quants and algorithmic trading skills 21:55 Outliers, agency, and Gen Z traders 24:11 Culture and innovation in quant finance 27:29 Trading personal capital and risk management 28:06 PJM West Hub and market dynamics 32:19 Five-minute tick data and volatility 34:49 High-conviction trades and alpha generation 35:35 Incentive alignment and trader performance 36:42 Pay structure and removing stress capital 39:22 Motivation and purpose in trading careers 40:00 Passing knowledge to the next generation 42:04 Host reflections on electricity trading 42:14 Closing thoughts and sign-off
42:18

What It's Like Building a Proprietary Power Trading Firm with Cory Paddock Cory Paddock (Cory Paddock) has been trading the physical power grid since the early 2000s. He built his own firm from scratch in 2014 — trading his own capital — and has navigated every major paradigm shift in U.S. energy markets since coal dominated the grid. "It's the perfect amount of darkness. The information is public — but it's in the dark." We cover: - How Cory built a point of view on paradigm shifts before the market caught up - Why power trading sits at the intersection of economics & physics — and why that matters for edge - Why backtesting more than a few years of power data is basically useless — the grid isn't the same grid - LMP & locational marginal pricing: how physical grid constraints turn into alpha if you know where to look - The 5–10 trades that make your year — and why forcing setups in the lean periods kills you - How GBE stripped pay uncertainty out of trader comp so people can just focus on trading well - What it actually feels like watching your own money swing in real-time — and when it stops feeling that way Thanks so much Cory for coming on Odds on Open! Timestamps: 00:00 Intro 01:09 Starting GBE and finding trading edge 01:38 Overview of electricity markets and pricing 02:05 Power trading structure and deregulated markets 04:11 Research pipeline for market data analysis 04:56 Domain knowledge and renewable energy trading 06:39 LLMs and AI tools for quants 07:49 Grid data and intraday market signals 09:25 Finding alpha in electricity markets 10:13 Paradigm shifts and regime change insights 13:19 Coal to gas, wind, and solar trends 14:39 Data centers, EVs, and load growth 16:47 Recruiting talent in energy trading firms 17:38 Gen Z quants and algorithmic trading skills 21:55 Outliers, agency, and Gen Z traders 24:11 Culture and innovation in quant finance 27:29 Trading personal capital and risk management 28:06 PJM West Hub and market dynamics 32:19 Five-minute tick data and volatility 34:49 High-conviction trades and alpha generation 35:35 Incentive alignment and trader performance 36:42 Pay structure and removing stress capital 39:22 Motivation and purpose in trading careers 40:00 Passing knowledge to the next generation 42:04 Host reflections on electricity trading 42:14 Closing thoughts and sign-off

Ethan Kho

17,408 views • 6 months ago

Ex-Global Trading & Risk Director at Cargill on how edge is formed in commodities markets Kristine Engman spent 20+ years at Cargill—one of America's largest agriculture conglomerates—trading billions in physical & financial commodities across energy & agriculture. "Edge in commodities? It's a lot about relationships. The intel you get through those relationships—that's information not readily accessible to the rest of the marketplace that can give you an edge." We cover: - How edge actually works in commodities—relationships, capital access & information arbitrage - Why you can trade on "insider information" in commodities (unlike equities) - Managing physical risk—forecast accuracy, weather shocks & transportation nightmares - The negative power trade—selling electricity below zero & getting hauled into the boss's office - Why Cargill traders performed best when equities markets performed worst - Quantitative (and even technical) vs fundamental trading styles—finding what works & sticking to it - The Ukraine war position—going extended limit long before the invasion - Life lessons from trading—"have your house in order" & taking risks with incomplete information Timestamps: 00:00 Intro 01:15 Edge in commodities trading? Relationships, capital, information 04:40 Commodities market efficiency, information flows, and AI 08:32 Hedge funds vs. ABCDs, commodity trading strategies 13:34 When commodities outperform equities, the 2022 boom 17:45 Headline risk, social media impact on markets 19:08 Risk management strategies in physical commodities trading 26:14 Probability, forecasting, and scenarios for trading decisions 31:00 What makes a great commodities trader today 37:53 Contrarian trading strategies, alpha generation in commodities 42:24 Russia–Ukraine war impact on commodity markets, trading 45:35 Life and career lessons from commodities trading 51:30 Careers, uncertainty, and learning in commodities markets
56:21

Ex-Global Trading & Risk Director at Cargill on how edge is formed in commodities markets Kristine Engman spent 20+ years at Cargill—one of America's largest agriculture conglomerates—trading billions in physical & financial commodities across energy & agriculture. "Edge in commodities? It's a lot about relationships. The intel you get through those relationships—that's information not readily accessible to the rest of the marketplace that can give you an edge." We cover: - How edge actually works in commodities—relationships, capital access & information arbitrage - Why you can trade on "insider information" in commodities (unlike equities) - Managing physical risk—forecast accuracy, weather shocks & transportation nightmares - The negative power trade—selling electricity below zero & getting hauled into the boss's office - Why Cargill traders performed best when equities markets performed worst - Quantitative (and even technical) vs fundamental trading styles—finding what works & sticking to it - The Ukraine war position—going extended limit long before the invasion - Life lessons from trading—"have your house in order" & taking risks with incomplete information Timestamps: 00:00 Intro 01:15 Edge in commodities trading? Relationships, capital, information 04:40 Commodities market efficiency, information flows, and AI 08:32 Hedge funds vs. ABCDs, commodity trading strategies 13:34 When commodities outperform equities, the 2022 boom 17:45 Headline risk, social media impact on markets 19:08 Risk management strategies in physical commodities trading 26:14 Probability, forecasting, and scenarios for trading decisions 31:00 What makes a great commodities trader today 37:53 Contrarian trading strategies, alpha generation in commodities 42:24 Russia–Ukraine war impact on commodity markets, trading 45:35 Life and career lessons from commodities trading 51:30 Careers, uncertainty, and learning in commodities markets

Ethan Kho

82,254 views • 6 months ago

Tom Sosnoff (Tom Sosnoff ) has built two different companies worth over $1 billion. Now he is building his third and giving away $1 million of crypto to the first users. We discuss why volatility creates opportunity, how he thinks about active investing across asset classes, and why he believes crypto deserves a place in every portfolio. We also talk about options trading, oil and commodity volatility, the rise of self-directed investors, prediction markets, AI’s role in portfolio construction and financial advice, and how Tom is thinking about building the next generation of investing tools. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:52 - The real problem with today’s economy & the future of investing 5:26 - Rise of the self-directed investor 8:55 - How to trade extreme market volatility 11:08 - Why everyone should own bitcoin 12:09 - Selling volatility & options strategies 20:25 - Navigating chaos in today’s macro environment 22:19 - Trader mindset vs entrepreneur mindset 24:29 - Building an AI investing platform 26:38 - Why options trading is exploding 28:30 - Thoughts around Prediction Markets 32:46 - How AI will disrupt financial advisors 34:40 - Tom’s $1M crypto giveaway
38:20

Tom Sosnoff (Tom Sosnoff ) has built two different companies worth over $1 billion. Now he is building his third and giving away $1 million of crypto to the first users. We discuss why volatility creates opportunity, how he thinks about active investing across asset classes, and why he believes crypto deserves a place in every portfolio. We also talk about options trading, oil and commodity volatility, the rise of self-directed investors, prediction markets, AI’s role in portfolio construction and financial advice, and how Tom is thinking about building the next generation of investing tools. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:52 - The real problem with today’s economy & the future of investing 5:26 - Rise of the self-directed investor 8:55 - How to trade extreme market volatility 11:08 - Why everyone should own bitcoin 12:09 - Selling volatility & options strategies 20:25 - Navigating chaos in today’s macro environment 22:19 - Trader mindset vs entrepreneur mindset 24:29 - Building an AI investing platform 26:38 - Why options trading is exploding 28:30 - Thoughts around Prediction Markets 32:46 - How AI will disrupt financial advisors 34:40 - Tom’s $1M crypto giveaway

Anthony Pompliano 🌪

74,476 views • 5 months ago

I sat down with Arthur Hayes to discuss the Iran conflict, bitcoin, gold, oil, inflation, deflation, decentralized exchanges, prediction markets, privacy coins, and why he thinks insider trading should be legal. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:49 - Iran war & oil market reaction 5:30 - Inflation vs deflation breakdown 7:42 - Why the Fed will always print money 9:08 - Gold vs bitcoin & global trade shift 14:20 - Arthur Hayes portfolio strategy 17:54 - Hyperliquid & the future of trading 24:20 - Insider trading should be legal? 27:59 - Why bitcoin doesn’t need institutions 32:09 - Zcash & privacy in crypto 35:23 - What Arthur is bearish on in crypto 40:30 - How big Hyperliquid can get 42:24 - Will prediction markets be successful? 46:45 - Final market outlook
49:52

I sat down with Arthur Hayes to discuss the Iran conflict, bitcoin, gold, oil, inflation, deflation, decentralized exchanges, prediction markets, privacy coins, and why he thinks insider trading should be legal. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:49 - Iran war & oil market reaction 5:30 - Inflation vs deflation breakdown 7:42 - Why the Fed will always print money 9:08 - Gold vs bitcoin & global trade shift 14:20 - Arthur Hayes portfolio strategy 17:54 - Hyperliquid & the future of trading 24:20 - Insider trading should be legal? 27:59 - Why bitcoin doesn’t need institutions 32:09 - Zcash & privacy in crypto 35:23 - What Arthur is bearish on in crypto 40:30 - How big Hyperliquid can get 42:24 - Will prediction markets be successful? 46:45 - Final market outlook

Anthony Pompliano 🌪

74,883 views • 4 months ago

He turned $30,000 into $1.5 million, with his wallet public the entire time This is my full conversation with PoorGoat, a top 5 trader on FOMO 0:00 — Turning $30K Into Seven Figures 0:16 — Trading With a Public Wallet 5:08 — How PoorGoat Got Into Crypto 7:44 — The Trade Behind His Name 10:26 — The Run to $1.5 Million 15:52 — Conviction and Mental Pressure 18:38 — Poker, Game Theory and Trading 21:14 — Taking Profit and Planning an Exit 23:47 — The Reality of a Public Wallet 29:33 — Selling a Life-Changing Position 31:26 — When Meme Coins Changed 34:29 — Using LPs as an Exit Strategy 35:43 — Advice for My $1,000 Challenge 37:24 — Transparency and Accountability 40:00 — Sleep, Stress and Trading 41:36 — Turning $1,000 Into $10,000 44:28 — Why You Should Always Take Profit 47:36 — Final Thoughts
47:49

He turned $30,000 into $1.5 million, with his wallet public the entire time This is my full conversation with PoorGoat, a top 5 trader on FOMO 0:00 — Turning $30K Into Seven Figures 0:16 — Trading With a Public Wallet 5:08 — How PoorGoat Got Into Crypto 7:44 — The Trade Behind His Name 10:26 — The Run to $1.5 Million 15:52 — Conviction and Mental Pressure 18:38 — Poker, Game Theory and Trading 21:14 — Taking Profit and Planning an Exit 23:47 — The Reality of a Public Wallet 29:33 — Selling a Life-Changing Position 31:26 — When Meme Coins Changed 34:29 — Using LPs as an Exit Strategy 35:43 — Advice for My $1,000 Challenge 37:24 — Transparency and Accountability 40:00 — Sleep, Stress and Trading 41:36 — Turning $1,000 Into $10,000 44:28 — Why You Should Always Take Profit 47:36 — Final Thoughts

۟

230,994 views • 1 month ago

From a Thai prison cell to a fintech empire processing $1.6B in international payments across 40+ banks and 250M+ users. Jonathan Low (Jonathan Low). Forbes 40 Under 40. Author of "Cell to CEO." We covered prison, banking for AI agents, RWA projects, the future of crypto in banking, vibe coding for trading, and the businesses that win the next 5 years. ⏱ Timestamps: 00:00:00 — Teaser 00:00:46 — Who is Jonathan Low 00:01:35 — What Jonathan's life was like before prison 00:02:13 — How and why Jonathan ended up in prison 00:02:57 — Prison conditions: expectations vs reality 00:07:33 — Prison became the greatest blessing 00:09:12 — How the entrepreneurial journey began after prison 00:10:34 — Why social capital matters 00:11:06 — Launched own club and took it to the top in 3 months 00:12:09 — Built an Axie Infinity gaming guild during COVID 00:13:49 — The beginning of the BipTap Group journey 00:17:23 — How Jonathan built his own banking system 00:20:07 — How to get a crypto card 00:22:03 — How much it costs to launch a white-label solution with BipTap 00:22:58 — Banking for AI agents 00:25:57 — How to build an RWA project 00:27:45 — Future of cryptocurrencies in banking 00:32:08 — The business verticals within Empire Group 00:32:48 — What Jonathan invests his money in 00:33:54 — How relationships with regulators are built 00:34:43 — Implementing AI in business 00:36:28 — Vibe coding in trading 00:40:06 — Advice for first-time founders 00:43:36 — From construction to trading: Ruslan Khairullin's journey 00:44:57 — Inner peace: why calmness is essential for founders 00:50:39 — Work-life balance for entrepreneurs 00:53:47 — $1.5 million in 24 hours on TST coin 00:55:11 — The best way to capture a market 00:55:57 — Banking for nations Watch the full conversation and let me know which part you liked the most 👇
58:52

From a Thai prison cell to a fintech empire processing $1.6B in international payments across 40+ banks and 250M+ users. Jonathan Low (Jonathan Low). Forbes 40 Under 40. Author of "Cell to CEO." We covered prison, banking for AI agents, RWA projects, the future of crypto in banking, vibe coding for trading, and the businesses that win the next 5 years. ⏱ Timestamps: 00:00:00 — Teaser 00:00:46 — Who is Jonathan Low 00:01:35 — What Jonathan's life was like before prison 00:02:13 — How and why Jonathan ended up in prison 00:02:57 — Prison conditions: expectations vs reality 00:07:33 — Prison became the greatest blessing 00:09:12 — How the entrepreneurial journey began after prison 00:10:34 — Why social capital matters 00:11:06 — Launched own club and took it to the top in 3 months 00:12:09 — Built an Axie Infinity gaming guild during COVID 00:13:49 — The beginning of the BipTap Group journey 00:17:23 — How Jonathan built his own banking system 00:20:07 — How to get a crypto card 00:22:03 — How much it costs to launch a white-label solution with BipTap 00:22:58 — Banking for AI agents 00:25:57 — How to build an RWA project 00:27:45 — Future of cryptocurrencies in banking 00:32:08 — The business verticals within Empire Group 00:32:48 — What Jonathan invests his money in 00:33:54 — How relationships with regulators are built 00:34:43 — Implementing AI in business 00:36:28 — Vibe coding in trading 00:40:06 — Advice for first-time founders 00:43:36 — From construction to trading: Ruslan Khairullin's journey 00:44:57 — Inner peace: why calmness is essential for founders 00:50:39 — Work-life balance for entrepreneurs 00:53:47 — $1.5 million in 24 hours on TST coin 00:55:11 — The best way to capture a market 00:55:57 — Banking for nations Watch the full conversation and let me know which part you liked the most 👇

Ruslan Khairullin

16,872 views • 2 months ago

Inside Goldman Sachs' natural gas trading desk with John Knorring John Knorring — former Managing Director & Head of Natural Gas Trading at Goldman Sachs. Traded through Katrina, Amaranth's collapse & the financial crisis. Now building electricity hedging markets in the emerging markets. "We priced Lehman's entire options book — 500,000 options, 17 million vega — in 30 minutes during the collapse. At Goldman, you had to know your position at all times or you got fired." We cover: - Trading in the actual pits vs today's algo-dominated markets — why electronic trading pushed him out - How shale dropped US nat gas from $16 to $1.50 & why Henry Hub futures unlocked the entire buildout - Absorbing Lehman's book during the crisis & managing massive dislocated positions - The information edge at Goldman vs pure price-taking at DRW — what you lose without client flow - Why discretionary trading can't be fully automated (gold hitting $4,000 wasn't in any model's history) - Building Green Tiger Markets — bringing forward curves to Philippine electricity (zero public pricing until 2 years ago) ~$2B notional in hedging orders processed, liquidity still early but growing - Manila vs New York business culture — "nobody wants to be first, everyone wants to be second" Timestamps: 00:00 Intro 01:35 Leading natural gas trading at Goldman Sachs 04:06 Trading hurricanes, Amaranth, and 2008 crisis volatility 04:48 How pit trading and voice execution worked 06:21 How Goldman risk systems handled massive positions 06:55 How electronic trading transformed energy markets 08:31 Did algorithmic trading kill discretionary edge? 09:59 Why coding became essential for commodity traders 11:10 What pit-era trading psychology felt like 12:34 How Dodd-Frank changed bank trading desks 14:19 Why John left Goldman for DRW prop trading 16:16 What discretionary traders actually did at DRW 19:14 How losing client flow changed information edges 21:20 What data powered discretionary energy strategies 24:19 Can discretionary trading ever be automated? 28:45 How traders detect paradigm shifts in commodities 30:21 John’s framework: ideas, execution, money management 34:30 John’s current trades in silver and gold 34:49 Why he built Green Tiger Markets in PH 36:30 How electricity forward hedging works in emerging markets 41:52 Growth outlook for Philippines electricity hedging 45:25 Are PH market participants sophisticated enough to hedge? 48:20 Cultural realities trading and doing business in Manila 51:20 How GTM differs from ICE and CME structures 59:20 Origin story: Carlos, technology, and building GTM 1:00:34 From Goldman trader to emerging-market exchange builder
1:11:26

Inside Goldman Sachs' natural gas trading desk with John Knorring John Knorring — former Managing Director & Head of Natural Gas Trading at Goldman Sachs. Traded through Katrina, Amaranth's collapse & the financial crisis. Now building electricity hedging markets in the emerging markets. "We priced Lehman's entire options book — 500,000 options, 17 million vega — in 30 minutes during the collapse. At Goldman, you had to know your position at all times or you got fired." We cover: - Trading in the actual pits vs today's algo-dominated markets — why electronic trading pushed him out - How shale dropped US nat gas from $16 to $1.50 & why Henry Hub futures unlocked the entire buildout - Absorbing Lehman's book during the crisis & managing massive dislocated positions - The information edge at Goldman vs pure price-taking at DRW — what you lose without client flow - Why discretionary trading can't be fully automated (gold hitting $4,000 wasn't in any model's history) - Building Green Tiger Markets — bringing forward curves to Philippine electricity (zero public pricing until 2 years ago) ~$2B notional in hedging orders processed, liquidity still early but growing - Manila vs New York business culture — "nobody wants to be first, everyone wants to be second" Timestamps: 00:00 Intro 01:35 Leading natural gas trading at Goldman Sachs 04:06 Trading hurricanes, Amaranth, and 2008 crisis volatility 04:48 How pit trading and voice execution worked 06:21 How Goldman risk systems handled massive positions 06:55 How electronic trading transformed energy markets 08:31 Did algorithmic trading kill discretionary edge? 09:59 Why coding became essential for commodity traders 11:10 What pit-era trading psychology felt like 12:34 How Dodd-Frank changed bank trading desks 14:19 Why John left Goldman for DRW prop trading 16:16 What discretionary traders actually did at DRW 19:14 How losing client flow changed information edges 21:20 What data powered discretionary energy strategies 24:19 Can discretionary trading ever be automated? 28:45 How traders detect paradigm shifts in commodities 30:21 John’s framework: ideas, execution, money management 34:30 John’s current trades in silver and gold 34:49 Why he built Green Tiger Markets in PH 36:30 How electricity forward hedging works in emerging markets 41:52 Growth outlook for Philippines electricity hedging 45:25 Are PH market participants sophisticated enough to hedge? 48:20 Cultural realities trading and doing business in Manila 51:20 How GTM differs from ICE and CME structures 59:20 Origin story: Carlos, technology, and building GTM 1:00:34 From Goldman trader to emerging-market exchange builder

Ethan Kho

70,455 views • 6 months ago

My conversation with Winston Weinberg, co-founder of Harvey. 0:00 The List that Powers His life and Work 2:20 How to Say “No” 7:26 3 Principles for Decision-Making 8:18 How Harvey is Changing the Legal World 11:36 The Cold Email to Sam Altman 12:56 The Demo Strategy that Shocked 17:55 Advice Winston Didn't Take 19:34 The Deal that Almost Killed Harvey 21:56 How to Build Resilience to Failure 24:00 How Winston Hacks His Stress 29:36 Creating a Sense of Urgency on Your Team 31:29 Who Not to Hire 35:09 How to Screen for Resiliency in Interviews 45:28 Does AI Make a Better Lawyer? 48:54 The Future Law Firms 54:52 Why Legal Costs Aren't Going Down 00:56:48 3 Principles The Work 01:00:54 How Winston Defines Success Listen now 👇 (Includes paid partnerships.)
1:02:53

My conversation with Winston Weinberg, co-founder of Harvey. 0:00 The List that Powers His life and Work 2:20 How to Say “No” 7:26 3 Principles for Decision-Making 8:18 How Harvey is Changing the Legal World 11:36 The Cold Email to Sam Altman 12:56 The Demo Strategy that Shocked 17:55 Advice Winston Didn't Take 19:34 The Deal that Almost Killed Harvey 21:56 How to Build Resilience to Failure 24:00 How Winston Hacks His Stress 29:36 Creating a Sense of Urgency on Your Team 31:29 Who Not to Hire 35:09 How to Screen for Resiliency in Interviews 45:28 Does AI Make a Better Lawyer? 48:54 The Future Law Firms 54:52 Why Legal Costs Aren't Going Down 00:56:48 3 Principles The Work 01:00:54 How Winston Defines Success Listen now 👇 (Includes paid partnerships.)

Shane Parrish

313,359 views • 3 months ago

AthenaX Roundtable EP.2 is LIVE! ——— Metis🌿 isn’t just an Ethereum L2 anymore. It wants to become the first AI-native blockchain economy. In this episode, we sit down with Tom Ngo, CEO of Metis, advisor to LazAI Network, to talk about how the project is moving from a typical Ethereum Layer 2 toward an AI-native blockchain ecosystem and what it really means beyond buzzwords. Here’s what we unpack together: Why Metis says “we’re not just an L2” and how their AI pivot has actually been in the works for over 18 months What an AI-native blockchain looks like in real life, not just in theory Why verified data is the core of AI on-chain and how concepts like Lazbubu are making data something you can actually own and interact with How AI agents could make blockchain invisible for users What it takes to lead a team through a major shift while staying true to the original vision ——— Timestamps 00:00 Introduction to Metis and Its Vision 03:55 Transitioning to AI: The New Frontier 06:56 Personal Journey into Blockchain and Metis 09:48 The Importance of Data in AI and Blockchain 13:00 Navigating Market Pressures and User Expectations 16:04 The Unified Experience of Andromeda and Hyperion 19:09 The Future of AI in Blockchain 22:12 LazBubu: Making Data Playable 24:47 Innovation and the Path Forward 27:56 Defining Success in the Blockchain Space ——— Resources Tom Ngo Rea Follow AthenaX on: X: Spotify: TikTok: Instagram: Apple Podcast:
30:47

AthenaX Roundtable EP.2 is LIVE! ——— Metis🌿 isn’t just an Ethereum L2 anymore. It wants to become the first AI-native blockchain economy. In this episode, we sit down with Tom Ngo, CEO of Metis, advisor to LazAI Network, to talk about how the project is moving from a typical Ethereum Layer 2 toward an AI-native blockchain ecosystem and what it really means beyond buzzwords. Here’s what we unpack together: Why Metis says “we’re not just an L2” and how their AI pivot has actually been in the works for over 18 months What an AI-native blockchain looks like in real life, not just in theory Why verified data is the core of AI on-chain and how concepts like Lazbubu are making data something you can actually own and interact with How AI agents could make blockchain invisible for users What it takes to lead a team through a major shift while staying true to the original vision ——— Timestamps 00:00 Introduction to Metis and Its Vision 03:55 Transitioning to AI: The New Frontier 06:56 Personal Journey into Blockchain and Metis 09:48 The Importance of Data in AI and Blockchain 13:00 Navigating Market Pressures and User Expectations 16:04 The Unified Experience of Andromeda and Hyperion 19:09 The Future of AI in Blockchain 22:12 LazBubu: Making Data Playable 24:47 Innovation and the Path Forward 27:56 Defining Success in the Blockchain Space ——— Resources Tom Ngo Rea Follow AthenaX on: X: Spotify: TikTok: Instagram: Apple Podcast:

AthenaX

140,644 views • 10 months ago

Finding an Ordinals Trading Edge w/ TheHawk We sit down with Hawk at Inscribing Summit 🇸🇬 in Singapore and talk about ordinals trading strategy. (Hint: stack more sats) How should loans strategies like Liquidium | Bitcoin Loans be utilized? What's the current trading meta? Near & long term outlook for the Bitcoin ecosystem? Now live on @BTCSZN2! Chapters 00:00 - Intro 00:28 - Hawk's Background and Nickname 03:00 - Early Bitcoin and Ethereum Involvement 04:48 - Ordinals and Early Experience 06:00 - Retired but Full-Time in Digital Assets 07:30 - Short-Term Thesis and DeFi Strategy 09:55 - Accumulating Satoshis as a Strategy 11:25 - Embracing Different Blockchains 12:58 - Gambling as Part of the Narrative 14:05 - Telegraphed Plays in Bitcoin Ecosystem 16:00 - Unexpected Plays: CAT20 and Fractal 19:05 - Tokens on Bitcoin: Speculative Events 21:45 - Stablecoin Adoption and DeFi Growth on Bitcoin 24:00 - TravelSwap and Using Bitcoin for Travel 27:30 - Ecosystem Challenges and Market Conditions 29:00 - Speculation on Future Bullish Developments
32:02

Finding an Ordinals Trading Edge w/ TheHawk We sit down with Hawk at Inscribing Summit 🇸🇬 in Singapore and talk about ordinals trading strategy. (Hint: stack more sats) How should loans strategies like Liquidium | Bitcoin Loans be utilized? What's the current trading meta? Near & long term outlook for the Bitcoin ecosystem? Now live on @BTCSZN2! Chapters 00:00 - Intro 00:28 - Hawk's Background and Nickname 03:00 - Early Bitcoin and Ethereum Involvement 04:48 - Ordinals and Early Experience 06:00 - Retired but Full-Time in Digital Assets 07:30 - Short-Term Thesis and DeFi Strategy 09:55 - Accumulating Satoshis as a Strategy 11:25 - Embracing Different Blockchains 12:58 - Gambling as Part of the Narrative 14:05 - Telegraphed Plays in Bitcoin Ecosystem 16:00 - Unexpected Plays: CAT20 and Fractal 19:05 - Tokens on Bitcoin: Speculative Events 21:45 - Stablecoin Adoption and DeFi Growth on Bitcoin 24:00 - TravelSwap and Using Bitcoin for Travel 27:30 - Ecosystem Challenges and Market Conditions 29:00 - Speculation on Future Bullish Developments

Blockspace

20,832 views • 1 year ago

The elite traders of prediction markets are using secret tools to stay ahead. In our latest documentary, Zeke dives into this high-stakes world to see if he can capture his own edge and (as per usual) try to quit his day job. 00:00 Everyone loves a good bet 00:44 Meet PMT– who made $100k 01:01 How mention markets work 02:04 Live trading a press conference 03:41 The MentionMetrix tool 04:48 The JPMorgan bet 05:03 Meeting 50p 07:20 The Pentagon Pizza Index 08:31 AI trading bots 09:13 Arbitrage bots explained 10:19 Meet Daniel An– A Hobby Trader 11:34 Using AI for a key trading strategy 12:45 Zeke’s bet
13:34

The elite traders of prediction markets are using secret tools to stay ahead. In our latest documentary, Zeke dives into this high-stakes world to see if he can capture his own edge and (as per usual) try to quit his day job. 00:00 Everyone loves a good bet 00:44 Meet PMT– who made $100k 01:01 How mention markets work 02:04 Live trading a press conference 03:41 The MentionMetrix tool 04:48 The JPMorgan bet 05:03 Meeting 50p 07:20 The Pentagon Pizza Index 08:31 AI trading bots 09:13 Arbitrage bots explained 10:19 Meet Daniel An– A Hobby Trader 11:34 Using AI for a key trading strategy 12:45 Zeke’s bet

Soon

22,979 views • 6 months ago

INSIDE JUPITER: TRADING THE NEWS WITH PREDICTION MARKETS This episode with Julian breaks down why prediction markets are becoming a core primitive of Web4, how the Polymarket partnership fits the Jupiter full-stack vision, and why the future isn’t a separate product it’s prediction embedded everywhere. time stamps : 00:00 Intro Inside Jupiter HQ 00:18 Who's Julian and what's his role 00:44 What JuPredict actually is: “trading the news” 01:11 Polymarket × Jupiter 02:01 Why prediction markets are emerging 03:00 Markets vs commentators 04:24 Local & social prediction markets 05:15 On-chain transparency & global accessibility 06:27 Prediction markets in the Jupiter Web4 stack 07:48 The vision: predicting from any interface 09:28 Why people misread market prices 10:20 The real edge: studying trade flow before events 11:05 What prediction markets are best at predicting 11:40 Consistency & accuracy of the markets 12:10 Message to the community
13:01

INSIDE JUPITER: TRADING THE NEWS WITH PREDICTION MARKETS This episode with Julian breaks down why prediction markets are becoming a core primitive of Web4, how the Polymarket partnership fits the Jupiter full-stack vision, and why the future isn’t a separate product it’s prediction embedded everywhere. time stamps : 00:00 Intro Inside Jupiter HQ 00:18 Who's Julian and what's his role 00:44 What JuPredict actually is: “trading the news” 01:11 Polymarket × Jupiter 02:01 Why prediction markets are emerging 03:00 Markets vs commentators 04:24 Local & social prediction markets 05:15 On-chain transparency & global accessibility 06:27 Prediction markets in the Jupiter Web4 stack 07:48 The vision: predicting from any interface 09:28 Why people misread market prices 10:20 The real edge: studying trade flow before events 11:05 What prediction markets are best at predicting 11:40 Consistency & accuracy of the markets 12:10 Message to the community

JUP AND JUICE (🧃)

20,990 views • 6 months ago

On this weeks episode of The Money Mindset, I had a chance to sit down with billionaire investor, entrepreneur, philanthopher and life coach Mohnish Pabrai ✨ What started off as a conversation about his investing journey turned out to be a masterclass in behavioural finance, psychology and how to develop the billionaire mindset 🚀 We spoke about :- -lessons from his friendship and association with Warren buffet and charlie munger -how and why he paid 650,000$ for lunch with Warren buffet which turned out to be a bargain -what is your inner scorecard and why does it matter? -adopting the stoic philosophy -the big investment bets he took recently in markets like turkey -what is the meaning of a life well lived ? -his investment framework and how he appraoaches Indian markets Full episode releases on Thursday 27th Feb on The Money Mindset
1:04

On this weeks episode of The Money Mindset, I had a chance to sit down with billionaire investor, entrepreneur, philanthopher and life coach Mohnish Pabrai ✨ What started off as a conversation about his investing journey turned out to be a masterclass in behavioural finance, psychology and how to develop the billionaire mindset 🚀 We spoke about :- -lessons from his friendship and association with Warren buffet and charlie munger -how and why he paid 650,000$ for lunch with Warren buffet which turned out to be a bargain -what is your inner scorecard and why does it matter? -adopting the stoic philosophy -the big investment bets he took recently in markets like turkey -what is the meaning of a life well lived ? -his investment framework and how he appraoaches Indian markets Full episode releases on Thursday 27th Feb on The Money Mindset

Sonia Shenoy

58,289 views • 1 year ago

Risk isn't just about numbers: it's about understanding what breaks first. Carson Brown breaks down how risk really works in DeFi and why liquidity concentration is more dangerous than people think. On the latest episode of Blueprints, Carson sits down with Edgar of Symbiotic to discuss the evolution of shared security, institutional risk appetite, and how stablecoins are reshaping the space. Topics discussed in this episode: - 00:00 Introduction - 03:35 Rapid Fire Q&A - 05:05 Carson's Path into Crypto - 09:03 Inside Gauntlet's Restaking Team - 16:27 The Overlooked Risk Metric - 24:34 Would TVL Survive Without Incentives? - 27:26 Evolution of Shared Security - 37:07 Stablecoin Staking Insights - 46:10 Balancing Growth and Trust Watch the latest episode of Blueprints:
53:29

Risk isn't just about numbers: it's about understanding what breaks first. Carson Brown breaks down how risk really works in DeFi and why liquidity concentration is more dangerous than people think. On the latest episode of Blueprints, Carson sits down with Edgar of Symbiotic to discuss the evolution of shared security, institutional risk appetite, and how stablecoins are reshaping the space. Topics discussed in this episode: - 00:00 Introduction - 03:35 Rapid Fire Q&A - 05:05 Carson's Path into Crypto - 09:03 Inside Gauntlet's Restaking Team - 16:27 The Overlooked Risk Metric - 24:34 Would TVL Survive Without Incentives? - 27:26 Evolution of Shared Security - 37:07 Stablecoin Staking Insights - 46:10 Balancing Growth and Trust Watch the latest episode of Blueprints:

Symbiotic

11,928 views • 11 months ago

BITCOIN RAILS EPISODE #16: How Alkanes Are Changing the 'Programmable Bitcoin' Meta—and paving the path for true interoperability with Oyl Dynamics Airhead - Building Alkanes founders Tagga & RWP IV The founders of Oyl have been obsessively focused on making the Bitcoin trading experience as seamless and flexible as on other chains. This effort has led to a series of experiments, including the creation of Alkanes—one of the first programmable metaprotocol implementations on Bitcoin—and perhaps the only implementation pushing towards interoperability as a goal. In this episode, the Oyl boys and I sat down to discuss: - The real and perceived technical limitations of Bitcoin (and where Bitcoin surprisingly outperforms). - The "Programmable Metaprotocol" Boom and how Proto-Runes & Alkanes change the narrative - Why "composability" and interoperability are the real end game for Bitcoin metaprotocols - Oyl’s collab with Arthur Hayes on Airheads and why Ordinals may outperform tokens for fundraising This episode is powered by Best In Slot—the leading API for Ordinals and BRC20 data aggregation and indexing. This episode can be viewed on YouTube: or Spotify here: TIMESTAMPS: 00:30 What is Oyl Dynamics? 02:30 Alec’s entry into Ordinals 05:33 The need for Bitcoin wallets and indexing 06:50 Indexing with Bitcoin vs Ethereum nodes 09:10 Selling indexing tools to Bitcoin builders 10:10:Metashrew: Spinning up any Bitcoin metaprotocol 12:00 Ethereum vs Bitcoin wallets 12:55 Unisat and OKX dominating the indexer 13:55 The hardest asset should be easy to trade 15:05 How BRC20s and Domo influence Oyl’s design 16:00 Aggregating marketplace data for Runes, Ordinals, BRC20s 18:00 Building a trustless AMM for Bitcoin 18:40 From BRC20s, to Runes, to Programmable Runes 22:20 What does “composable” mean? 25:30 Alkanes: creating interoperability between all of the Protorunes 29:55 The Oyl strategy: ultimate builder support 33:10 Solving cross-metaprotocol interoperability 35:00 The spectrum of programmability on Bitcoin 36:00 Casey’s genius with Runes 37:20 Where did the name “Alkanes” come from? 39:00 Only BTC needed at Alkanes 40:20 Using Ethereum as Bitcoin’s testnet 42:00 Are there unique advantages of building on Bitcoin? 43:00 What is special about Wasm? 44:25 Will Wasm overwhelm EVM’s network effects? 46:10 Is there any downside to building with Wasm? 49:00 Wasm wasn’t ready when Ethereum launched 50:25 Oyl’s Ordinal Collection: Airheads and Arthur Hayes 54:38 Marketing tied to an asset you can trade 55:30 Fundraising and Oyl’s $DIESEL EXP system 01:00:20 How do people mine $DIESEL?
1:03:19

BITCOIN RAILS EPISODE #16: How Alkanes Are Changing the 'Programmable Bitcoin' Meta—and paving the path for true interoperability with Oyl Dynamics Airhead - Building Alkanes founders Tagga & RWP IV The founders of Oyl have been obsessively focused on making the Bitcoin trading experience as seamless and flexible as on other chains. This effort has led to a series of experiments, including the creation of Alkanes—one of the first programmable metaprotocol implementations on Bitcoin—and perhaps the only implementation pushing towards interoperability as a goal. In this episode, the Oyl boys and I sat down to discuss: - The real and perceived technical limitations of Bitcoin (and where Bitcoin surprisingly outperforms). - The "Programmable Metaprotocol" Boom and how Proto-Runes & Alkanes change the narrative - Why "composability" and interoperability are the real end game for Bitcoin metaprotocols - Oyl’s collab with Arthur Hayes on Airheads and why Ordinals may outperform tokens for fundraising This episode is powered by Best In Slot—the leading API for Ordinals and BRC20 data aggregation and indexing. This episode can be viewed on YouTube: or Spotify here: TIMESTAMPS: 00:30 What is Oyl Dynamics? 02:30 Alec’s entry into Ordinals 05:33 The need for Bitcoin wallets and indexing 06:50 Indexing with Bitcoin vs Ethereum nodes 09:10 Selling indexing tools to Bitcoin builders 10:10:Metashrew: Spinning up any Bitcoin metaprotocol 12:00 Ethereum vs Bitcoin wallets 12:55 Unisat and OKX dominating the indexer 13:55 The hardest asset should be easy to trade 15:05 How BRC20s and Domo influence Oyl’s design 16:00 Aggregating marketplace data for Runes, Ordinals, BRC20s 18:00 Building a trustless AMM for Bitcoin 18:40 From BRC20s, to Runes, to Programmable Runes 22:20 What does “composable” mean? 25:30 Alkanes: creating interoperability between all of the Protorunes 29:55 The Oyl strategy: ultimate builder support 33:10 Solving cross-metaprotocol interoperability 35:00 The spectrum of programmability on Bitcoin 36:00 Casey’s genius with Runes 37:20 Where did the name “Alkanes” come from? 39:00 Only BTC needed at Alkanes 40:20 Using Ethereum as Bitcoin’s testnet 42:00 Are there unique advantages of building on Bitcoin? 43:00 What is special about Wasm? 44:25 Will Wasm overwhelm EVM’s network effects? 46:10 Is there any downside to building with Wasm? 49:00 Wasm wasn’t ready when Ethereum launched 50:25 Oyl’s Ordinal Collection: Airheads and Arthur Hayes 54:38 Marketing tied to an asset you can trade 55:30 Fundraising and Oyl’s $DIESEL EXP system 01:00:20 How do people mine $DIESEL?

Isabel Foxen Duke⚡️

34,529 views • 1 year ago