Offshore
Moon Dev Print USDC While You Sleep: The Step-by-Step Guide to Polymarket API Bots most people are busy gambling on sportsbooks but the real wealth is being built in the prediction markets where code handles the odds while you sleep. there is a specific bridge…
rn the liquidity rewards which are paid out in reward points for every second our orders stay live near the mid price

automation is the only way to remove the emotional baggage that comes with watching a position go against you. with bots you must iterate to success and that is why i decided to learn live so everyone can see the process of building these systems

the liquidation trap is something i know all too well from my days of manual trading and getting emotional at two in the morning. now the code handles the risk management by checking our positions every second and ensuring we never over leverage our account

we build nice functions to handle the heavy lifting like getting the token ids and placing limit orders with a single line of code. this modular approach means we can swap out strategies in seconds without having to rewrite the entire bot from scratch

the equalizer is the fact that anyone with a laptop and the willingness to learn can now compete with the big dogs. you do not need to be a math genius to understand how to bridge the gap between world events and your trading account

we are moving into a world where prediction markets will be the most accurate source of information for everything from elections to interest rates. being early to the automation side of this industry is like finding a gold mine before the rest of the world knows it exists

i am going to keep showing everything because i know that wall street will never reveal how these systems actually work. all i ask is that you stay hungry and keep iterating on your own bots until you find that edge that works for you

the final step in the process is to set up a loop that runs twenty four seven scanning for the best spreads and providing liquidity. once the system is live it becomes a machine that converts market volatility into steady growth while removing the human error that leads to liquidations

code is truly the great equalizer and once you have your first bot running you will never want to look at a chart manually ever again. the future of finance is automated and we are just getting started on this journey together
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Brady Long
RT @thisdudelikesAI: Claude code or Codex?
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Michael Fritzell (Asian Century Stocks)
RT @TheYieldPig: The difference between successful people and really successful people is that really successful people say no to almost everything. - Warren Buffett
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Moon Dev
hey you missed the zoom call

you missed our private zoom call today

it is an absolute must see if you are trying to build trading bots

get a ticket for tomorrows zoom and you will get the replay from today

here is the link https://t.co/JbJdIbW2p9

see you tomorrow

moon dev
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @anonymous3nibrv: Trend in ADV vs. NK225. You see a +2σ or so pop in ADV mid-January (when market started pricing in the election & Takaichi's victory) and prices followed thereafter. I'm seeing the same trend in the Standard market now. Look below. https://t.co/7gKPGXd2x8
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @MaxCrypto: This is unbelievable.

$BTC has been literally mimicking the Software ETF for 5+ years now. https://t.co/pURciHbeuk
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Michael Fritzell (Asian Century Stocks)
RT @DaBao_: @ClarkSquareCap 2377 MSI. the annual shipment for PC is 280M and MSI only contributed 2.5M. still plenty of white space and PC gaming hardware is growing long-term
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @DaBao_: https://t.co/w4DZfHC6Fn

@bauhiniacapital love me some E Ink 8069. a monopoly on e-ink!
- DaBao
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Michael Fritzell (Asian Century Stocks)
DaBao is a very talented investor. You've got to follow him #FF

@ClarkSquareCap 2377 MSI. the annual shipment for PC is 280M and MSI only contributed 2.5M. still plenty of white space and PC gaming hardware is growing long-term
- DaBao
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Offshore
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God of Prompt
RT @godofprompt: RIP "act as an expert" and basic prompting.

A former OpenAI engineer just exposed "Prompt Contract" - the internal technique that makes LLMs actually obey you.

Works on ChatGPT, Claude, Gemini, everything.

Here's how to use it right now: https://t.co/6ZDCFs5JvK
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Michael Fritzell (Asian Century Stocks)
Okay so
- You get 20 years if you criticize the government. So presumably media is biased.
- Outsiders don't have access to high-quality data, operating at a disadvantage
- Insiders are selling en masse

... I feel more comfortable investing Taiwan/Japan/South Korea than the PRC

Effectively a life sentence for Jimmy Lai.

For peacefully criticising the Chinese government.

Let that sink in.

The world needs to wake up. This is what your a dealing with - not a rational player on the world stage. A vindictive, regime of unchallengeable power
- Luke de Pulford
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Offshore
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Michael Fritzell (Asian Century Stocks)
AeroEdge just hit JPY 4,000/share, making it an 8-bagger within a year. I no longer own shares. But water your flowers and cut your weeds, is my take-away. https://t.co/PlUqTZR3rW
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @gvancomp: The forgotten lovechild of MSCI (FTSE) postponed the March review for Indo. https://t.co/i3bzNzqPWe

Random thoughts from my favourite indomie
Firstly picture this, I'm sitting on the airplane, next to the bathrooms where someone obviously had 1 too many nasi lemaks, on a turbulent plane ride, wearing a wife beater, and a whiskey soda resting on my oversized belly. And with that image in mind, do not take this as investment advice, my #s are off and my blood is full of msg from all the wonderful indomie I've consumed.

What a time for Indo ... Apa ini ya...
Patriot bonds at 2% (47/50 investors are Chinese, amusing isn't it?) these bonds are issued by the presidents office and not by the government ...
Nephew at the central bank
Danantara sucking up capital and not putting anything to work
Martabe taken (apparently they didn't even know it was foreign owned..seriously what phucwit forget to check? Btw apparently it will be returned shortly)
And now MSCI....

Goreng goreng
The goreng boys just went too wild
Goreng (stock pumping/manipulation) happens everywhere in the world
But not to the point where 6 of the 18 names in the MSCI EM are goreng
So they've brought this on themselves
And they did it so well...
Active funds, both local and international have been 8itching about this for years. The goreng boys have done a fantastic job at making MSCI look like an subpar Enron Auditor, and shafted large international capital, but MSCI woke up and decided to slap some sense into the Indo capital markets burst the super goreng game.

Indonesia has until May to placate the global overlords of passive money....

So now what
A few scape goats, the Heads of IDX and OJK stepped down.
Is that enough? Some more brokers will need to be taken down 1? 2? Or 50 jailed? (the fancy ones of course where they can still trade from, play padel and go home on weekends) But I still suspect a more visual number of heads will need to roll.

Now the current head of OJK is well known to be a swimsuit model in her younger days. Perhaps she has her own epstein black book of names to maintain some control and order...

What happens if Indo gets kicked out of EM?
That's USD 40 BN in passive capital that will have to leave. For a country with USD 110 BN in reserves...that's a pretty penny ...the Fx would drop 30-50%. Yields moonshot. Side note Vietnam gets shafted in the MSCI frontier as Indo would become 40% and Vietnam drops from 30 to 18%

What "solutions" have happened
Well they are going to require the free float minimum of 15%
Means ... the bankers are going to busy ... but domestic AM isn't large enough to absorb all of this.
Big boys and friends can simply set up vehicles via local AMs, "Private Equity or Hedge Funds" in Singapore and HK vehicles to ensure that on paper this threshold is met...but that's still a lot of capital required ...
If you're a big player...move fast before the available capital is dried up.

Or because this is a mess...
Two exchanges? A main board and a PoS board?
Exchange A. One for those meet the free float requirement
Exchange B. One for those that don't.

Exchange A can be the main board and considered part of regional and global indices

In theory these are the "better" companies and they'll see a bid in the shift from the goreng names shifted to Exchange B which will be sold down and those flows will go to Exchange A quality names.

Danantara has apparently started putting capital into the market. Let's see how much support that can give...

Danantara is also amusing...again a good idea. Odd execution. But can you imagine being a person on the investment team there providing recommendations? What if it doesn't pan out despite best intentions? Would you be fined/jailed under the next administration? (Look what they've done to the former Minister of Education whom actually tried to do something positive) I doubt any middle manager or j[...]