Ethan Kho ✓
@ethanrkho · nyc · joined 30 Oct 2016
Host of Odds on Open (presented by @onyxcapgroup)
20 487Followers
385Following
1 005Posts total
794.3KViews on collected posts
Ultimi post
Cerchiamo nuovi post…
"Greed makes markets."
Annanay Kapila (@annanay) spent years as an HFT quant at Flow Traders and Tower Research before founding QFEX (@QFEX), a perpetual futures exchange for equities, commodities & FX. Cambridge Maths.
At his last job, the desk traded $10B+ of volume a day, ht
11.2K views · 70 likes
· 5 reposts · 2 replies
Open on X →
Up 200% in a sector that lost 60%. He says the performance mostly isn't about him:
Josh Young founded Bison Interests in 2015. One of maybe 3–5 independent public energy funds still standing, down from 50–100 at launch.
Josh Young (@JoshYoung) explains:
"My bias has always htt
8.5K views · 41 likes
· 2 reposts · 1 replies
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Price going up is not a trend. His test is whether the layer underneath the price is also going exponential:
Lucas Schuermann started one of the first quant crypto funds in college, then built the electronic market-making system at Genesis. Now founder & CEO of @variational_io.
3.3K views · 13 likes
· 0 reposts · 1 replies
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Three moats in institutional finance. Two of them you can measure. The third is the one he says almost nobody accounts for:
Lucas Schuermann built the electronic market-making system at Genesis, one of crypto's largest desks. Now founder & CEO of @variational_io.
Lucas https://
2.9K views · 16 likes
· 1 reposts · 1 replies
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@ethanrkho @variational_lvs Qu Capital was pretty legendary at the time in crypto
409 views · 5 likes
· 0 reposts · 1 replies
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@ethanrkho @variational_lvs fantastic interview, can only imagine how much work went into this preparation wise
as someone who does a fair amount of interviewing (had the pleasure of talking with lucas today in fact) i think you did an excellent job
please keep them coming
448 views · 2 likes
· 0 reposts · 1 replies
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@ethanrkho @variational_lvs the founder story makes the $300B volume hit very differently
this isn’t a random crypto team discovering market making in public
https://t.co/ablvuI62PI
957 views · 2 likes
· 0 reposts · 1 replies
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I think CT is still using the wrong comp for @variational_io.
Everyone keeps asking:
“Can it compete with Hyperliquid or Lighter?”
After listening to @variational_lvs today, I think that’s becoming the wrong question.
The bigger vision looks much closer to building an onchain
3.2K views · 42 likes
· 1 reposts · 9 replies
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"The biggest misconception is that HFT firms or market makers have to win purely by nature of being fast."
Lucas Schuermann (@variational_lvs) started a quant fund out of a Columbia dorm room, dropped out when a New York hedge fund sent a term sheet, and sold it to DCG in 2019.
96.8K views · 183 likes
· 19 reposts · 10 replies
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@ethanrkho @curiouscamilo Insider trading point is the one that'll get quoted out of context but it's actually the most honest framing of liquidity I've heard this year
242 views · 5 likes
· 0 reposts · 0 replies
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Inside the Billionaire Backed Prediction Markets Hedge Fund. Run by a 24-Year-Old.
Camilo Saravia (@curiouscamilo), founder of BlueWalker Capital, a systematic prediction markets fund backed by Daniel Howard of Halo Capital.
"I don't want more capital. I'm extremely long our ht
127.3K views · 473 likes
· 31 reposts · 29 replies
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76:45
@ethanrkho @richfalkwallace @ArcanaAnalytics Risk appetite will eat your lunch faster than any bull ever will
2.6K views · 6 likes
· 0 reposts · 1 replies
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@ethanrkho @richfalkwallace @ArcanaAnalytics Fascinating discussion. One of my favorite episodes yet. Rich had a lot of great insights.
I especially liked the emphasis on portfolio construction over individual investment selection. I recently wrote an essay arguing that the po
2.6K views · 6 likes
· 1 reposts · 0 replies
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@ethanrkho @ArcanaAnalytics Thanks for having me on @ethanrkho
4.2K views · 16 likes
· 1 reposts · 2 replies
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Ex-Citadel PM Rich Falk-Wallace (@richfalkwallace) on why 90% of hedge fund blowups are portfolio construction — not bad ideas.
Rich Falk-Wallace (PM @ Citadel | Viking Global | Silver Point | Now founder & CEO of Arcana @ArcanaAnalytics — risk & portfolio software used by ~7 of
525.9K views · 663 likes
· 47 reposts · 5 replies
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Rispetto ad account della stessa dimensione
9 post degli ultimi 90 giorni, accanto alla fascia di 10K–100K follower. arriva a molti, ma pochi di loro reagiscono.
Visualizzazioni mediane3 208questo account924mediana per 10K–100K
Copertura, %15.66%questo account3.62%mediana per 10K–100K
Interazione, %0.61%questo account1.52%mediana per 10K–100K
| Metrica | Questo account | Mediana per 10K–100K | Rapporto |
|---|---|---|---|
| Visualizzazioni mediane per post | 3 208 | 924 | 3.47× |
| Copertura (visualizzazioni ÷ follower) | 15.66% | 3.62% | 4.33× |
| Tasso di interazione | 0.61% | 1.52% | 0.40× |
Altri account di questa fascia → Confronta con un altro account → Come sono costruiti questi parametri →
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
2.6K10 Jul
127.3K13 Aug
2.5K
1.3K
242
96.8K21 Aug
3.2K
957
448
409
2.9K24 Aug
3.3K
8.5K25 Aug
11.2K4 Sep
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.27%10 Jul
0.42%13 Aug
0.69%
0.47%
2.07%
0.23%21 Aug
1.65%
0.31%
0.67%
1.47%
0.61%24 Aug
0.43%
0.52%25 Aug
0.70%4 Sep
Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.
What the audience does
Likes35.0%1 562 in total
Reposts2.4%108 in total
Replies1.5%68 in total
Quotes0.4%19 in total
Bookmarks60.7%2 712 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.
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Frequently asked questions about @ethanrkho
How many followers does @ethanrkho have?
20 487 followers.
How many posts has @ethanrkho published?
1 005 posts.
How do posts by @ethanrkho perform?
Collected posts: 17. Views: 794 255. Likes: 1 562.