It's not often that someone else – other than me – writes about rebalance timing luck. So, I'll share it when they do.

☠️ death to dad bod trying to earn my cheesecake 🚲 20 minutes assault bike warm up 🏋️‍♂️15 Round EMOM 3x (Clean + Thruster) @ 135lb barbell 2 minute rest 🏋️‍♂️ 5 Round EMOM 3x (Burpee + Clean + Thruster) @ 24kg KBs 1 minute rest 🏋️‍♂️ 5 Round EMOM 3x (Burpee + Clean + Thruster) @ 24kg KBs

"Corey, why do you post so much ☠️ death to dad bod content? Surely you're ripped by now..." Y'all, I literally make myself cheesecake on Sundays to eat for breakfast every day.

.@cobie right now: MY SELL WALL WILL HOLD THE GREATEST ARMIES AT BAY. NOT EVEN TIME CAN WEATHER IT. ONE SELL WALL FOR MY CHILDREN....

Advisors near Chicago: Join us at the Return Stacking Symposium – Sept 19 at CBOE HQ. Learn from institutional allocators: ✔️ Jonathan Glidden (Delta Airlines) ✔️ Buck Betten (MacArthur Foundation) ✔️ Mark Horbal (Canada Pension Plan) ✔️ Roxton McNeal (UPS Pension)

the cex/dex funding rate arb is... not small. (h/t @dennis_qian)

people keep complaining that it's "so hard" to earn points on lighter. look, it's simple as: - deposit millions of wstETH into Compound - borrow USDC against it - short millions of ETH on lighter immediately you'll be on the top of the weekly leaderboard!

Buy spot $PUMP Sell $PUMP perp 1000% cash-and-carry trade hyperliquid

At 4pm ET today, we'll be reviewing our Q2 commentary and answering any questions you've got!

Commentary is always an end-of-quarter blitz for me (yes, I write it personally). Pretty happy with how this one turned out. Some parts I particularly liked: - Trend replication continues to track. - Discussing risk-premium re-pricing and fundamental re-rating in the context of carry. - Merger arbitrage opportunities post Liberation Day volatility.