Blunt interaction still seems to be the default mode for certain groups. In an environment increasingly shaped by AI, the expectation would be a clearer separation between automated output and deliberate input.
From a trading perspective, this matters because not all information carries equal weight. If automated noise isn’t filtered out, it distorts perception. The idea of not touching a running system may preserve continuity, but it can also lock in inefficiencies. As a result, I remain selective, not just in trades, but in which signals are even allowed in to the decision process.
External Instability as a Reminder
The weather today moved through extremes: cold & rain, then sun, then back to rain & even hail, followed again by cold winds and later stability. There’s no direct market takeaway, but it reinforces a familiar pattern: conditions can shift rapidly and without warning, especially in Spring.
Office improvements as a potential Edge
We had a longer discussion about improving the office setup. There’s a possibility of increasing productivity by around 25%.😱
At this stage, that’s an expectation, not a result. Like any projected edge, it needs to be observed and validated over time. If it materializes, the benefit will likely show up indirectly through better execution and consistency rather than immediate performance changes. Some area will start to breath more easily and work might be shifted and responsibilities will change for them.
Initial Test: #HashScore
I tried HashScore for the first time. The initial observation suggests an approximate 10% loss across positions, balanced by the ability to deploy assets into markets while keeping them active. This introduces a trade-off between upfront cost and ongoing flexibility. Without a clear, tested advantage, this remains experimental. Exposure here should stay limited until the mechanics are better understood and the risk profile becomes clearer.
Preparing for BPUD
Today is the 19th, which means preparation for tomorrow’s #bpud. The reference point is a minimum of 100, with higher participation, such as 750, which I double dare you all! 750 is preferred but not required. This fits into the long-term accumulation framework. It’s structured, periodic, and not dependent on short-term conditions.
The project has more consistency than anything some space here produced.
6. Portfolio Movement (18 Apr → 19 Apr)
Changes over this period, expressed in percentage terms:
$ACE: ➖ 0% (no change)
$BBH: 📉 approximately -0.03%
$BBHO: 📉 approximately -0.01%
$BTC: 📈 reduction in short exposure (~1.47% decrease in magnitude)
$DAB: 📉 approximately -0.44%
$LTC: 📉 approximately -0.59% (increase in short exposure)
$MATIC: 📉 approximately -0.52%
$SURGE, $TGLD, $TNVDA, $TTSLA: ➖ 0% (no change)
Volume Context
# | symbol | % of V |
|---|---|---|
1 | LTC | 47.15 |
2 | BBHO | 24.51 |
3 | SURGE | 12.29 |
4 | DAB | 11.68 |
5 | BTC | 2.84 |
6 | HBD | 0.74 |
7 | BBH | 0.64 |
8 | AIRHAWK | 0.12 |
9 | HEARTBEAT | 0.02 |
10 | HASHSCORE | 0.01 |
Volume remains concentrated in $LTC and $BBHO this weekend, with additional activity in $SURGE and $DAB. But $SURGE is as the rest of the leo sRWAs hollowed out.
As always, volume informs execution strategy, not directional bias.