Pedma

what would a month of not checking X be like.
can post random thoughts, but not check it at all.

I hope everyone has a great 2026 and here's a positive note.
you can achieve anything you set your mind to.
even if that statement is false and naive, why accept anything else? I'd rather be a blind fool, aiming at a target that I find deeply engaging and meaningful, than accept defeat, and live with that defeat for the rest of my life.
as I am typing this, I immediately remember of a few nuances to this idea, like a gambler at the casino.
if his dream is to be rich from gambling, even if that's on the most unlikely spectrum, highly subject to a factor of luck, should he keep at it?
so my ini

so... should we go long in a few hours after tax loss harvesting?

another day another fight of the perp dexes.
guys, I am a large hyperliquid bagholder, I sold my lighter airdrop, yet I don't want to see lighter fail.
I want to see lose their market share though (will prob never happen).

I 2x'ed a strategy allocation last week, on a low liquidity market.
probably can't even take 6 figs worth of capacity type market. but opportunity is there for a bunch of reasons that are not purely signal related.
I am now realizing my market impact estimator ain't that great because I am paying a lot more than expected in crossing the spread.
type things you don't deal with when you're just a risk premia harvestoor.

looking at the final output of a massive project that I am about to begin is usually the wrong way to go about it.
it will feel like too big of a mountain to climb and I'll procrastinate on it, longer than I should.
break it down to small chunks, and do a bit of progress each day.
in a few weeks, that mountain top that seemed to far away, starts to become much more visible, if you just do it 1 step at a time.

one interesting thing about FAFO'ing my way into things is that I am forced to think about solutions to problems just by observing behavior of my own allocations.
yeh sure maybe I can read it in a book, but idk, it's not the same. I can read the theory, but not grasp the full intuition behind it unless I am experiencing it practically.
"oh this has too much turnover, maybe doing xyz should work better, oh right this guy already wrote about it in his book."
at least for me, I get bored out of theoretical hypothesis too fast, maybe to my detriment but that's just how it is. even when I started l

people stressing and making predictions about the AI era, what the job market will look like, if they'll have a job, if money is relevant, bla bla bla.
stressed out their minds about nothing.
bruv, when was the last prediction you made that panned out?
focus on your job.

omg using is so crap.
I forgot how bad it was.

pedma's capital AUM growing aggressively over the last month.
still about half I can scale.
forward testing new infra in prod.

one good thing of the constant rage bait on this platform.
eventually you kinda become immune to it.
people can rage bait you on your face on the street, and you don't even blink.

cringe tweet of the day:
I don't appreciate enough times, how good and unusual it is being able to work on stuff that it's deeply engaging and interesting to me every day.
I worked a decent amount of time on jobs I didn't care for, and always felt a subcounscious feeling of stress or urgency, despite making good money for my age and my country.
idk what that was, but I always felt it, regardless of the job.
ever since I started doing my own thing full-time, even if not always making more than I was at my job, that feeling dissipated.
I feel truly grateful and fulfilled by being able to do that

just found out a new model I deployed that is using alternative data, was taking data from an outdated sqlite database after I migrated everything to postgre db.
note to self: if you're not going to issue strict controls, always eliminate db's that are not being used in folder.

daily reminder to self to keep iterating on new features/alphas (don't know the distinction) and not get complacent.
maximize doing PnL tasks , minimize non-pnl tasks.
tomorrow add to the time tracker this two buckets and start drifting towards the desired time allocations.