cshum @cs_quant_trader

Quant Trader | CTA | MM | non financial advice for sure patreon.com/chinshumquants… Kowloon City District Joined January 2024

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cshum @cs_quant_trader

5 months ago

DCA is not winning all the time. Portfolio sizing is the key here

Michael Saylor @saylor

5 months ago

DCA is not winning all the time. Portfolio sizing is the key here

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HangukQuant @HangukQuant

6 months ago

True

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Retail lv "airdrop hunting" is NGMI. The return on effort is so low. In contrast, pro investors execute systematically, requiring lots of capital, tech and time. Obv it can yield something meaningful. So dun believe small scale hunting can bring u to anywhere. Focus on systems.

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cshum @cs_quant_trader

10 months ago

Just chill @chillguycto #chillguy

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cshum @cs_quant_trader

10 months ago

LP in DEX is long volume short gamma. The volume must be high enough to compensate impermanent loss. Volume usually becomes enough only in Defi Summer. Obv its not right now. Only few LP projects' APY are sustainable. Many KOL dunno it. If you dunno, just dont do it.

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cshum @cs_quant_trader

10 months ago

In long run BTC will go up, so just TWAP it and do quarterly portfolio optimization. Its supply is fixed, with pumping demand. Mathematically it will fly. When its price is down a bit, I’m more excited as I can trim down average cost. Buy low, sell high, not the reverse.

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cshum @cs_quant_trader

10 months ago

Funding rate arb returns for lots of coins was > 100% pa several hours before. It’s a rate appearing at the bull waves in Q1 2024. Long only exposure should be limited. Allocate some in market neutral arb. Focus on portfolio optimisation, but not long only now.

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cshum @cs_quant_trader

10 months ago

Funding rates are going crazy in the crypto market. For BTC, large cap ones, memes, etc., their funding rates all pumped. The funding rate arb strategies I was running long time before made a lot more too. Very very very bull!

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cshum @cs_quant_trader

a year ago

Check all email and wallet address, and also url before sending funds

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cshum @cs_quant_trader

a year ago

Always true

Bitcoin Magazine @BitcoinMagazine

a year ago

Always true

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cshum @cs_quant_trader

a year ago

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cshum @cs_quant_trader

a year ago

Opportunity costs in bull run is too high. It doesn’t worth to use lots of time and manual effort to hunt small amount of airdrop. Instead, Stake/buy the right NFT project to earn passive airdrop. The pt is the RIGHT project. Passive is always easier than active.

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cshum @cs_quant_trader

a year ago

Crypto dropped a lot coz stock market was not opened yet. Ppl who are bearish need a way to express view, which is short crypto. This range of retrace is so normal. It cleared out speculative leverages & made the mkt more heathy. Halving on its way, less than a week. It will…

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cshum @cs_quant_trader

a year ago

Wow great resources

Arthur Hayes @CryptoHayes

a year ago

Wow great resources

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cshum @cs_quant_trader

a year ago

if u trade mining stocks, u must know this index. after halving this will change significantly, so be aware of it

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cshum @cs_quant_trader

a year ago

Using it to store real time DEX token data, and needa set cron job as well. Data engineering skills are essential for DEX quant trading.

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cshum @cs_quant_trader

a year ago

Ppl usually don’t hv enough knowledge to distinguish full time institutional traders vs retail traders. One main difference is institutional traders will trade systematically. They will quantify signals and automate trading. Retail traders made discretionary decisions.