Why Even Quant Traders Need Discretion | QuantXBT
transcript
show notes
QuantXBT joins Sokio to discuss building a crypto HFT business, finding his first BitMEX–Binance arbitrage, and why JavaScript wasn't the bottleneck people expected. We cover shrinking edges, the move toward mid-frequency trading, exchange risk, collecting market data, and the role of discretion in automated systems. He also explains why forced trading creates opportunities and why being right about an asset isn't enough to make money trading it.
00:00 Intro and Early Crypto Trading
05:55 Finding the First Arbitrage Edge
11:31 Running HFT in JavaScript
19:17 Finding Edge Across Exchanges
25:19 Consistent Returns and Hidden Risks
33:53 Research, Automation and In-House Data
38:14 Quant vs. Discretionary Trading
45:29 Volatility, Forced Trading and Finding Edge
51:33 Bitcoin Conviction and Why Altcoins Fail






