We are a proprietary firm with a core focus on quantitative strategies. Our globally-diverse team leverages cutting-edge developments in math and technology to deliver superior risk-adjusted returns.

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The Emerging Bitcoin L2 Landscape

March 15, 2024
Introduction The Lightning network, a protocol based on bidirectional payment channels, has been seen as…
RESEARCH

Gnosis DAO Update

March 11, 2024
This is an update on our thesis on Gnosis DAO (GNO) following several significant developments…
RESEARCH

Gnosis DAO (GNO) Thesis

February 27, 2024
This article presents our thesis on Gnosis DAO (GNO), which we believe is underpriced relative…
GENERAL

What Makes Successful Trading

September 26, 2023
More than a year ago, I wrote a collection of heuristics and mental models I…

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