Market Knowledge

Jeff Sun, CFTe

@jfsrevg

·

May 3

My Rule: Relative Strength First, Setup Second—Always.

First, we should expect the price of attention to continue to rise. In a world of rising noise — with far more products, services, bots, and content than humans to consume them — we should expect the price of attention to continue to rise, and only be limited by the lowest sustainable margins of those that need to purchase it. To rephrase Bezos:

You

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But a massive amount of human knowledge is in the form of proprietary, non-crawlable information. The information needed to train medical AI breakthroughs is in medical records and images; the information needed to automate contracting workflows is in millions of contracts; the information needed to optimize customer support is in millions of call... See more

• Elite performers in high pressure arenas - global financial markets, World Cup and Champions League, and the AI race.


• Deep belief in data and information advantage - alpha through data-driven analysis at Point72, analytics-driven innovation in media and sports management at Kosmos, and the real-time knowledge engine at Perplexity.


• Mastery of

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Pre-Trade Analytics

Cost and risk controls combined with trading analysis and optimization help validate trader strategy selection.

Real-Time Analytics

Can help monitor performance, improve execution process and quality, and fulfill compliance requirements.

Ted Zhang

@TedHZhang

·

9h

Quote for the Weekend:

"All about small losses and big wins. Don’t get into the cult of being profitable every day. Need some home run trades and small losses."

~ @Qullamaggie

The Collapse of Patience: How AI, Capital Efficiency, and Bitcoin Break the Cycle

Jordi Visser

May 27, 2025

Last week, I referenced how certain books can leave lasting impressions—memories that echo back throughout life. This week, I want to highlight a sports memory.

I’m a devoted New York sports fan and have attended important playoff games for... See more