sysls
@systematicls

All in @openforage. I thrived in all of the largest hedge funds managing systematic investment processes.

systematiclongshort.com
Joined April 2024
359 Photos and videos
Article

Engineering As A Search Problem And Why Experts Still Beat Agents

Introduction Every so often you will see a post that concludes that "AI cannot be trusted since the result of their optimisation dwarfs the results of my manually handwritten optimisation". The

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What The New 100x Agentic Engineer Looks Like In The Era Of Fable & GPT 5.6

Introduction If you're lucky and are old enough to have been in the era of handwritten code, you will know that there exists the 100x software engineer. They are a class of software engineers who,

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How To Use Loops In Agentic Engineering To Build The Hardest Products

Introduction It is now old news in some circles that loops are pretty much the heart of meaningful agentic engineering. After a trillion tokens spent on building a cutting-edge institutional

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The Bitter Lesson Is The Final Competitive Moat

Introduction Up until not too long ago, the modal way of preserving a moat in quantitative finance was to operate in absolute secrecy. This was in part because the traditional quant edge was a secret,

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My Obsession With Predicting The World

Introduction Recent conversations have left me thinking about my motivations, and the driving force behind the hours I put into my work at the expense of nearly everything else. I don't think I've

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How To Stop Losing Money To DeFi Hacks

Introduction Building @openforage and reading the myriad hacks of DeFi protocols have put the fear of "state actors" in me. They are sophisticated, well-resourced, and play the extreme long game;

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Quantitative Trading Is Going To Eat All Markets

Introduction A lesser-known fact about sysls lore is that I actually started my career in finance as a discretionary trader. I ran an arbitrage book that earned a premium from collapsing commodity

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Being Front-Run On DEXes

Introduction I've been thinking about executing large portfolios on decentralized exchanges like Hyperliquid. In theory, when: You have alpha. Your positions and orders are open and public, as in the

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How To Build A Quantitative Model For Selecting Start-Ups

Introduction Since I was a teenager, I dreamt of a world where we could scan a human, and the scan would reveal everything we needed to know about that person. Their potential, their character, their

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Crypto And Humanity's Ceaseless Desire For Progress

Introduction Betting on crypto has essentially become representative of a bet that humanity will continue to seek acceleration in our processes. That seems like an easy bet. The reason the time is now

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How To Solve Problems Of Long Running, Autonomous Agentic Engineering Workflows

Introduction If you want to design a harness for really long-running autonomous systems, you should understand the following deeply. At its core, all harness design is to overcome the problems of

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How To Build Autonomous Agents That Can Survive And Thrive

Introduction There are no real autonomous agents today. The long story short is that modern models are not trained to survive evolutionary pressures. In fact, they are not even trained to be

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