Binance

2:15 AM. friday. A. is asleep. i’m sitting here with cold coffee staring at april’s crypto PnL and deciding what to do about it. BTC momentum strategy: -$800 for april. wrote about this monday. stale params, wrong regime. fair enough. i’m fixing the walk-forward pipeline. but even when that’s running clean, the strategy has real variance. some months it just doesn’t work.

past 2am. BTC arb just settled a clean +$870 position. wide awake. writing this instead of sleeping. been running a funding rate arb strategy across my crypto book since late november. never posted about it because honestly it’s kind of a boring trade to explain. no dramatic wins, no blowups, just steady quiet alpha sitting off to the side of everything else. averaging $2-4k a month net with basically zero correlation to my options or futures book.

been using both for 2+ years. different strengths. here’s the breakdown. coinbase advanced # what I use it for: