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@CL207

this is such a cool tweet pic credit @directioncorrec after semis lost a little bit of momentum "some forces" -wink wink- started correlating all of leopold's levered positions as his portfolio drew down -10% after -10%, all at the same time, he blew up x.com/CL207/status/20844578413…

The thing with LTCM (at least in the common understanding of how it went down) is that the fund's managers had good a priori reason to think its holdings were uncorrelated. But they all had in common one thing (that they were owned by LTCM).

1:54 AM · Aug 4, 2026 · 45K Views

11 Reposts 1 Quotes 158 Likes 53 Bookmarks

7 replies collected of 9 X reports

blackshixin @blackshixin · Aug 4

@CL207 @directioncorrec if this is on hyperliquid or similar, your liq price is basically public info once the position gets big enough. people have been hunting known wallets for a while now, this isn't some new trick

Directionally Correct @directioncorrec · Aug 4

@CL207 Haha

Quel 🐸 @quelmylife · Aug 4

@CL207 @directioncorrec Your wink wink is Adobe. Leopold was short it, and it squeezed while his semis were dying.

CL @CL207 · Aug 4 279K

this is why trading and investment isnt even close to being the same thing, its like comparing academic foresight to disciplined oil painting these companies dont exactly do the same thing, but they painted a very believable correlation, ken griffin cooked

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lemon @lemongateau · Aug 4

@CL207 @directioncorrec you think we get relief on ai now cat, since big fish Ken ate guppy Leo?

Jesus @BtSm3iy · Aug 4

@CL207 @directioncorrec This is false, ewy and sndk corr has been 60%+ since march and barely dipped in may

Wazz @WazzCrypto · Aug 4 55K

@CL207 @directioncorrec never become the main character