bryan reed retweeted
a bit of alpha for y’all but typically when trade xyz lists a pre-ipo perp you may sometimes see a bit of a dip due to family office hedging flow
so the positive expectancy thing is actually to buy and provide against this benign dislocating flow
and yes you can do this with the best perp trading mobile app with lowest fees @freeportmarkets hence you should download my app lmao
bryan reed retweeted
Freeport is coming to Chicago!
Saturday, Oct 24, 5 to 8 PM.
A small room of traders, builders and founders. People who trade every day as well as people building what’s next in markets.
Good food, good drinks, and even better people.
Invite only, so please DM one of our founders and tell us what you trade or what you’re building.
bryan reed retweeted
Introducing Freeport Partners, an invite-only program for creators on X, Telegram, and Discord.
forms.gle/wd6sAatMWkmgESi88
We’ve had creators and partners reach out about working with Freeport. Today, we’re opening a program to make that happen.
Whether you create trading content, write market research, or run a community, we’d love to hear from you.
What you earn for each referred user:
• 50% of their trading fees, up to $250 per person.
• $10 when they deposit at least $100 and make one trade, paid after a 30-day hold.
• An additional $15 when they reach $1M in cumulative trading volume. No deadline.
Both bonuses are on top of existing fee sharing. Partners also get priority for future reward programs.
Apply below, it takes about 3 minutes.
We manually review every application and onboard accepted partners in batches announced here at @freeportmarkets.
When does reusing handoff instructions between AI agents repay its cost?
I dug into this over the weekend and wrote what I found.
drive.google.com/file/d/1dML…
You can tell someone to sit, roll over, and fetch. But you cant make them a dog they will just be a human looking silly
Great reason to trade pre-ipo spot tokens
ATTENTION: We are giving away $10,000 with @PreStocks from Oct 10–23
Buy or sell any of the 7 featured PreStocks on @freeportmarkets
Reach $1,000 in total trading volume to qualify
Top 50 wallets by volume split $10,000 in USDC
Explore PreStocks + competition details:
freeportmarkets.com/leaderbo…
bryan reed retweeted
Ex-IMC semiconductor options trader Lihong Wang on seeing the whole market's flow, betting the entire AI stack, & why foundation models are good enough to beat the S&P 500.
Lihong Wang (@Lihong062) | Discretionary semiconductor options trader @ IMC Trading | Now co-founder of Freeport, a YC-backed event-driven perps exchange
"You see what everyone's doing, you trade against the people who are stupid, and you get out of the way or you follow the people who are smart."
We cover:
- How a bet actually gets made on a vol desk: not predicting the future, just selling what's expensive and buying what's cheap
- The edge of the seat: being counterparty to 20-40% of flow in certain options markets, a view "maybe a few dozen people on the entire planet" have
- Knowing who HAS to trade: reverse-engineering banks' structured-product hedging from issuance data
- How desks blow up: overestimating correlation, and why NVDA -17% on DeepSeek didn't mean AMD -12%
- The trader group chats: ~3x beta to the S&P, median 30% drawdown in July, and everyone still bullish
- His portfolio: 50 chip/AI stocks covering the entire stack, up 470% bottom-to-peak, then a 70% drawdown ("I'm literally down an entire Ferrari today")
- Why trading firms may be the third-largest consumers of AI tokens on the planet
- Moats vs. growth: why Cursor got funded with no moat, and what that means for careers in the age of AI
- His hot take: foundation models can already beat the S&P 500 risk-adjusted. The model isn't the hard part, the harness is
Highlights:
00:00 Intro
01:09 How discretionary options bets get made — and blow up
10:23 A message from Onyx
10:53 Warehousing benign flow through July's deleveraging
16:40 Seat leverage and how trading firms allocate talent
22:03 Why quant traders are levered long the AI stack
26:27 Playing the AI hand: leverage, moats, personal brand
36:42 From IMC to Freeport: AI agents for event-driven trading
45:26 Perp DEX endgame: liquidity, fragmentation, and SEC rulemaking
51:21 Sourcing semiconductor alpha from trader dinners
56:05 Narrative edge, DeepSeek puts, and a 70% drawdown
01:04:24 Is AI a bubble? Compounding, path, and Kelly leverage
01:08:39 US, China, and comparative advantage under ASI
01:12:17 Risk-taking when you're post-economic
bryan reed retweeted
it's literally free money
There are more ways to hold the Bitwise Mag7X ATP.
It's now available on @get_grow_app, @PistachioFi, @freeportmarkets, and @Sumex_Labs, alongside Glider.
Whichever app you choose, you hold the same Magnificent 7 + SpaceX designed by @bitwise and kept aligned by us.
It's your choice.
