cephalopodshop ✓

@macrocephalopod · joined 21 Dec 2020

qualia experiencer

75 361Followers

426Following

21 298Posts total

636.5KViews on collected posts

Neueste Beiträge

cephalopodshop ✓@macrocephalopod4 Sep

@macrocephalopod @TheOneLanceB This does seem like an unreasonably high bar for a solo retail trader. I'd go with >$2m/year with Sharpe >2. 5.9K views · 96 likes · 0 reposts · 7 replies Open on X →

cephalopodshop ✓@macrocephalopod4 Sep

@macrocephalopod @TheOneLanceB P&L seems fine but you're basically forbidding discretionary traders with that sharpe threshold 3.4K views · 57 likes · 0 reposts · 1 replies Open on X →

cephalopodshop ✓@macrocephalopod3 Sep

@TheOneLanceB If we’re going to bet then we obviously need a definition, otherwise how could we ever resolve the bet…? 20.7K views · 74 likes · 0 reposts · 2 replies Open on X →

cephalopodshop ✓@macrocephalopod2 Sep

Literally zero successful traders or fund managers do stuff like this (or spend lots of their time doing podcasts, writing a paid substack, selling a course etc) Which makes for easy decisions — if someone does any of those things, by definition it’s not worth listening to them. 202.7K views · 1K likes · 28 reposts · 107 replies Open on X →

cephalopodshop ✓@macrocephalopod2 Sep

If you've been trading for any amount of time, you're probably already aware of the concept of volatility and the impact it can have on the broader market. However, a concept that traders of all levels often miss is volatility supply. Volatility has a supply and demand curve,

1:52

278.9K views · 203 likes · 9 reposts · 12 replies Open on X →

cephalopodshop ✓@macrocephalopod29 Aug

Good read for the next time you’re tempting to sign up for yet another trading course, community or substack — this time it’ll work bro! It won’t. It’s grifters all the way down. https://t.co/aO15m4AQFc 39.3K views · 300 likes · 14 reposts · 10 replies Open on X →

cephalopodshop ✓@macrocephalopod21 Aug

This is very good, and very close to how I think about LLMs (and needless to say, I think it is the right way to think about them). However I will admit that perhaps a tendency to anthropomorphize LLMs and believe you are creating the machine god *might* be useful in motivating 39.2K views · 172 likes · 4 reposts · 4 replies Open on X →

cephalopodshop ✓@macrocephalopod20 Aug

Pop quiz — does passive order flow (non-marketable limit order adds and removes) or aggressive order flow (market orders and marketable limit orders) explain more price variation over short intervals (eg sub 1-hour)? 26.4K views · 76 likes · 4 reposts · 24 replies Open on X →

cephalopodshop ✓@macrocephalopod19 Aug

A funny criticism of quantitative models is that they are “backward looking”. As opposed to what — discretionary techniques which apparently have crystal balls and can use information from the future? Sloppy thinking! https://t.co/KvlOBDpC7V

20K views · 319 likes · 4 reposts · 18 replies Open on X →

Im Vergleich zu Konten gleicher Größe

9 Beiträge aus den letzten 90 Tagen, verglichen mit der Größenklasse 10K–100K Follower. wird weit gezeigt, aber nur wenige dieser Zuschauer reagieren.

Medianaufrufe26 391dieses Konto924Median für 10K–100K

Reichweite, %35.02%dieses Konto3.62%Median für 10K–100K

Interaktion, %0.57%dieses Konto1.52%Median für 10K–100K

Kennzahl	Dieses Konto	Median für 10K–100K	Verhältnis
Medianaufrufe pro Beitrag	26 391	924	28.6×
Reichweite (Aufrufe ÷ Follower)	35.02%	3.62%	9.67×
Interaktionsrate	0.57%	1.52%	0.37×

Weitere Konten dieser Größe → Mit einem anderen Konto vergleichen → Wie diese Vergleichswerte entstehen →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

20K19 Aug

26.4K20 Aug

39.2K21 Aug

39.3K29 Aug

278.9K2 Sep

202.7K

20.7K3 Sep

3.4K4 Sep

5.9K

Last 9 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

1.71%19 Aug

0.39%20 Aug

0.46%21 Aug

0.82%29 Aug

0.08%2 Sep

0.57%

0.37%3 Sep

1.70%4 Sep

1.76%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes68.7%2 315 in total

Reposts1.9%63 in total

Replies5.5%185 in total

Bookmarks23.9%806 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.