그러면 지금 자본수익률이 가장 높은 곳이 어디일까... https://x.com/ContrarianCurse/status/2085393840920465884
Signed Ozark

Channel
@cryptobyrdemarty
On this record: Growth · Engagement · Posts · Citations · Cite this entry
409subscribers
+53 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of Under 1,000.
| Telegram ID | -1003595383737 |
|---|---|
| Type | Channel |
| Username | @cryptobyrdemarty |
| Created | Between 1 December 2025 and 31 May 2026 — estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 6 August 2026 |
| Last confirmed live | 3 September 2026 |
| Measurements held | 6 |
| Confirmed unchanged | 1 time, most recently 3 September 2026 |
| On Telegram | t.me/cryptobyrdemarty |
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 3 Sept 2026, 07:09 | 409 | +24 |
| 26 Aug 2026, 06:33 | 385 | -3 |
| 19 Aug 2026, 20:17 | 388 | +38 |
| 13 Aug 2026, 00:06 | 350 | -6 |
| 6 Aug 2026, 21:04 | 356 | no change |
| 6 Aug 2026, 15:24 | 356 | first reading |
19 posts held, back to 4 August 2026 — the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 1 page of Telegram’s post history, 20 posts per page.
Nothing published in the last 30 days. ERR and ER are rolling 30-day measures, so there is nothing to compute — we hold 19 posts for this entry, the most recent from 6 August 2026. An engagement rate over an empty window would be a number about nothing.
그러면 지금 자본수익률이 가장 높은 곳이 어디일까... https://x.com/ContrarianCurse/status/2085393840920465884
Signed Ozark
피터 틸도 Clarium Capital 헤지펀드 하다가 실패하고 팔란티어 몰빵 투자해서 대박난 케이스죠 2002년: +30% 2003년: +66% 2004년: +6% 2005년: +57% 2006년: -8% 2007년: +40% (이때까지 잘함) 2008년: -5% 2009년: -25% (이때부터 망함) 2010년: -23% 2011년 기준 AUM 고점 대비 90% 하락 남은 AUM 대부분을 팔란티어에 몰빵해놓고 투자자들이 항의하니까 NAV 만큼 내 돈으로 줄테니까 환매하고 싶으면 환매하라고 배짱부렸고 근데 결국 팔란티어가 초초초대박으로 끝나버려서 모두가 행복해진 케이스 근데 참 헤지펀드 산업이 어려운게 2002-2008년까지 ㅈㄴ 잘하다가 딱 09 10 이렇게 2년 못하니까 돈이 다 빠져나가죠
Signed Ozark
디그로싱 리그로싱 무한반복 시장에서 알파 창출이 아니라 시장 헷지를 위해 특정 섹터를 숏한다는게 말이 되나...?
Signed Ozark
내려갈거 같진 않지만 포트폴리오 순 방향성 익스포저를 맞추기 위해 메모리를 숏한다? 흠....
Signed Ozark
펀딩숏과 방향성숏 차이가 머지 레오폴드도 소프트웨어 펀딩숏으로 쓰는척 하면서 방향성숏으로 쓴거 같은데
Signed Ozark
오랜만에 퍼블릭으로 계정 전환
Signed Ozark
https://x.com/ContrarianCurse/status/2085173437182726469 https://x.com/ContrarianCurse/status/2085177507482145133
Signed Ozark
Photo, posted without a caption
Signed Ozark
갑자기?
Signed Ozark
https://x.com/zoomerfied/status/2085028493268599226
Signed Ozark
여러분 혹시 그거 아셨나요? SOXL 레버리지가 만드는 반도체 롱이 SOXX 본주가 만드는 반도체 롱보다 큽니다 SOXX AUM: $45B SOXL AUM: $20B -> SOXX이 만드는 반도체 롱: $45B -> SOXL이 만드는 반도체 롱: $60B 최근에 본 수치중에 제일 헛웃음 나오는 수치네
Signed Ozark
시타델 메인 펀드 7월 수익률 +5.9% 레오폴드 북 인수 이전까지는 +0.2% 수준이었는데 이거 하나 할인해서 사와서 7월 장사 대박쳤네 https://x.com/firstadopter/status/2084959066493755630?s=46&t=sAUtkZj3a23zlk_YU8Sp3w
Signed Ozark
Showing the 12 most recent of 19 posts we hold for @cryptobyrdemarty. View and reaction counts are the latest single reading for each post, not a live figure, and a recent post is still accumulating both. A view count marked ≈ was rounded by Telegram before we ever saw it — t.me prints views in full below 1,000 and to three significant figures above, so ≈1,200,000 means somewhere between 1,150,000 and 1,249,999. Unmarked counts are exact. Text is reproduced from the public post preview and truncated for length.
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
Republishes
Channels on the register whose posts this channel has forwarded.
Built only from forwarded posts we have actually read, on both sides. Coverage is early and deliberately incomplete: a missing link means we have not read the post that would prove it, never that the relationship does not exist. Counts are distinct forwarded posts observed, so they only ever go up as we read more.
A live page changes as we take new readings, so a citation should name the measurement it is based on, not just the URL. The line below cites the subscriber count as measured 3 September 2026 — this entry's latest reading, not the date you are reading this.
“조선미래연구소” (@cryptobyrdemarty), 409 subscribers as measured 3 September 2026. Telegram Register, tgregister.com/channel/cryptobyrdemarty.
Full measurement history, CC BY 4.0. Every reading this register holds for this entry, not just the latest one, as a dated, downloadable record: CSV · JSON. Free to use with attribution to tgregister.com. Each file carries its own generation timestamp, which is the figure to cite for exactly when the data was retrieved.