Starkiller Capital

“We try and pattern ourselves off of some mix of AQR and Tiger Global, and I think he's done it right, and he's taken his lumps along the way sometimes, but Times like this, he gets to come back and say, Hey, look, you know, the process works.”

“Our universe that we can really touch in any significant way is something like 354 hundred coins today. That's growing pretty quickly because the liquidity is growing relatively quickly.”

“And so what we try and do is we try and look at all of these in conjunction and we do try and step back in, but our timeframes are not stepping back in over the course of two months. It's stepping back in over the course of A week or two.”

“Even Ethereum is still an experiment. It may not be scalable.”

“Now, our models are not designed to get out before the top. They're inherently designed to get out on the other side of the top because of the momentum characteristics of the market, these bull markets, these adoption cycles can go on way longer than we'll exp…”

“We also, on top of the beta portfolio, we run yield farming strategies on all of our assets at all times.”

“And what usually happens is we'll hedge with some super liquid assets that we can do very cheaply, specifically perpetual futures contracts in Ethereum, Bitcoin, and a couple others.”

“Interestingly, we're actually working on a completely separate shitcoin trading strategy that is fully systematic, that is much more high velocity than the core strategy that we run. It's exactly what you think it is. It's tied directly to just volume spikes o…”