Toggle navigation
TWText.com
TWText.com
faq
Contact US
Follow US
Sam Trabucco
AlamedaTrabucco
I throw the term "expected value" (EV for short) around a lot. What is it, and, more important, why is it the thing that matters?A thread about the median and
Read more
I often talk here about decisions I/Alameda made that went well. Sometimes people ask for examples of the opposite -- times when I made a mistake and lost a lot,
Read more
Bigger is Bigger (when Betting is Better)A thread about getting it in good.(And a title about mocking @SBF_Alameda's little puns) Getting it in good is a poker term referring to
Read more
2 years ago, Alameda maintained pretty strict delta neutrality most of the time, generally trying quite hard to make sure our PNL was from spreads and arbs. Today, not so
Read more
This is actually pretty interesting -- let's say this market does exist. What discount should we be applying to capital that's locked on OKEx?https://twitter.com/cmsholdings/status/1317973201654288395 I’ll preface the rest of this
Read more
Given that Alameda is a *trading* company first and foremost, I thought I’d share some thoughts on how we think about trading (in contrast to Sam’s thread about how we
Read more
@SBF_Alameda had a great thread explaining how Compound works and what its cXXX tokens and COMP do. But understanding how these work is only half the battle -- how do
Read more
Alameda won't be participating in this, but it does present a chance to explain how we think about the value of man vs. machine in our trading.https://twitter.com/FTX_Official/status/1265128296217370625 People hear that
Read more
OMG went on a tear ever since Coinbase announced it’d be listing (and especially after the listing itself) -- I don’t have much opinion about its price moving forward, but
Read more