Row 52028

Row ID: 52028 | Dataset Entry | Axioma AXP Content Repository

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This page contains data entry 52028 from the Axioma AXP content repository. The structured data below represents the complete record for this entry.

What I have learned about alpha, real true alpha is that it's pretty rare to find on your own and there's rare, specific conditions where someone will share it with you.

Usually the size of an alpha is too small for a large account to share and accomodate lots of traders. So someone like Miles for example who has a large portfolio and also lot's of discord members won't usually have enough alpha to go around. He'll synthesize some research for you and that's what you are paying for.

If he was willing to not fully exploite a real alpha just for himself either bec the size of the opportunity was large enough for many or bec he felt responsible bec of the paid group fee, and to share with the group you would see the opportunity get pumped en masse through the rush to get in.

A small account is more likely to share alpha. Why? Because they don't have enough money to fully exploite it when they find it and take on so much risk. Also, they're less confident because they haven't made it yet and want other people's confirmation and validation. So there's a window of opportunity where they got in to something and there's still opportunity for others to follow them in before it blows up to the public.

I'm speaking from direct experience. I called a specific token that I tracked for months. It's now blowing up and I didn't fully exploite the alpha for myself, I shared it for some of the reasons above

That said some of those large discords are good for when sentiment gets extreme if for example they encourage you to have the guts to bet on safe investments like high caps, Btc, eth sol etc when if you were on your own you wld be panicking. Last year if someone was encouraging you to bet on Btc etc then they may deserve to be listened to. Personally I don't participate in those groups myself.

I am in some small telegrams with friends which also has it's downsides. Bec yes, there's occasionally alpha shared but people also engage in "alpha share load balancing" I just made this up... basically what I mean is they feel like I made you money on some particular opportunity, so I have the right to shill you into supporting my other bags.... people have an equation in their minds regarding their give and take with you that never matches your own perspective on your position in the relationship.

So you can always lose money. Ultimately, trust nobody. Do your due diligence in everything. If you strike gold, hit it hard. If you're uncertain then scale in with caution.

FieldValue
text What I have learned about alpha, real true alpha is that it's pretty rare to find on your own and there's rare, specific conditions where someone will share it with you. Usually the size of an alpha is too small for a large account to share and accomodate lots of traders. So someone like Miles for example who has a large portfolio and also lot's of discord members won't usually have enough alpha to go around. He'll synthesize some research for you and that's what you are paying for. If he was …
label r/cryptomarkets
dataType comment
communityName r/CryptoMarkets
datetime 2024-05-22
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Raw Record

{
  "text": "What I have learned about alpha, real true alpha is that it's pretty rare to find on your own and there's rare, specific conditions where someone will share it with you.\n\nUsually the size of an alpha is too small for a large account to share and accomodate lots of traders. So someone like Miles for example who has a large portfolio and also lot's of discord members won't usually have enough alpha to go around. He'll synthesize some research for you and that's what you are paying for.\n\nIf he was willing to not fully exploite a real alpha just for himself either bec the size of the opportunity was large enough for many or bec he felt responsible bec of the paid group fee, and to share with the group you would see the opportunity get pumped en masse through the rush to get in.\n\nA small account is more likely to share alpha. Why? Because they don't have enough money to fully exploite it when they find it and take on so much risk. Also, they're less confident because they haven't made it yet and want other people's confirmation and validation.\nSo there's a window of opportunity where they got in to something and there's still opportunity for others to follow them in before it blows up to the public.\n\n\nI'm speaking from direct experience. I called a specific token that I tracked for months. It's now blowing up and I didn't fully exploite the alpha for myself, I shared it for some of the reasons above\n\nThat said some of those large discords are good for when sentiment gets extreme if for example they encourage you to have the guts to bet on safe investments like high caps, Btc, eth sol etc when if you were on your own you wld be panicking. Last year if someone was encouraging you to bet on Btc etc then they may deserve to be listened to. Personally I don't participate in those groups myself. \n\nI am in some small telegrams with friends which also has it's downsides. Bec yes, there's occasionally alpha shared but people also engage in \"alpha share load balancing\" I just made this up... basically what I mean is they feel like I made you money on some particular opportunity, so I have the right to shill you into supporting my other bags.... people have an equation in their minds regarding their give and take with you that never matches your own perspective on your position in the relationship.\n\nSo you can always lose money. Ultimately, trust nobody. Do your due diligence in everything. If you strike gold, hit it hard. If you're uncertain then scale in with caution.",
  "label": "r/cryptomarkets",
  "dataType": "comment",
  "communityName": "r/CryptoMarkets",
  "datetime": "2024-05-22",
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