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Author here. Actually, the system is mostly taking liquidity from the market so it's not even doing that :) Perhaps, "opportunity for others to create more liquidity"

Jokes aside, it's actually something I am thinking about a lot. Such systems don't create value, but they extremely intellectually interesting and I've learned a lot. You can say the same for many other projects, for example academic research in many fields. Most of it is just noise to promote the author and does not create value in the world. But it's intellectually interesting, so people work on it.

Other people write compilers for fun to learn something new without creating value. I don't think this is fundamentally different.




I think of it as like competitive sport. The value you're providing is the opportunity for others to test themselves against you.


> But it's intellectually interesting, so people work on it.

No. It's a financially sound way to use time, so people work on it. Anything can be intellectually interesting.

What kind of academic research does not create value? And if so, maybe it deserves to be criticized the same way.


> What kind of academic research does not create value? And if so, maybe it deserves to be criticized the same way.

I have friends that study social behavior of ants. Is there any way to apply that?


So you enter with market orders and exit with trailing limit orders?


I've thought a lot about this too (I used to work in HFT). Here's what I think:

- The only part I didn't like in your article was how you described creating indicators as exploitation. The limit order book is public by design so all traders can look at it. People have the free choice to trade on a centralized exchange or not. This is a trade-off between revealing information and being able to trade quickly without calling all your friends asking if they want to buy some Bitcoin.

- I'm guessing you used data from other exchanges outside the one you were trading as indicators too. That's unquestionably good since your trading helped information propagate faster or more accurately than it would have otherwise.

- Markets are only zero-sum in isolation. Most participants derive utility from things outside short-term profit and loss. Maybe they trade to manage risk, to hedge, to gamble, have a longer time horizon than you, whatever. They just want to trade and get back to their lives. They don't want to waste time squeezing the last fraction of a basis point out of their fills. It's hard to believe, but they actually enjoy getting picked off, run over, paying too much spread, whatever things make you feel bad or indifferent about the service you provide.

I used to get filled making markets on Nasdaq (which pays resting orders a rebate, and charges crossers) when BX (which pays crossers a rebate) was at the same price, and could lay off the trade for an instant profit. The people who traded with me paid for the luxury of saying "fuck it, send it to good ol' Nasdaq." I used to think it was stupid of them, and from the perspective of a prop trader, it was mind numbingly stupid, but they probably had more productive things to do than read every exchange fee schedule or hook up to every small exchange.

- Providing liquidity has nothing to do with resting limit orders vs. crossing the spread. Providing liquidity is about taking risk off the hands of people that don't want it, and moving it across time to someone else who does. If you're market neutral, trade many round trips every day, and end relatively flat, you've played that intermediary role as a liquidity provider regardless of what order types you use.

- Crossing against mispriced orders is doing the world a favor. You're not the bad guy picking them off. If anything, they're the bad guy for holding the market at an incorrect price.

So maybe think of yourself as more of a service provider. Not only will you feel better, but viewing trading through that lens tends to make you a better trader. Strategies truly built around an exploitation mindset are fundamentally unsustainable, since you run out of people to exploit. Providing a service works forever.

FWIW, the rest of what you wrote is almost exactly how the pros do things. If you built this system yourself, you could make far more than 200k at a prop firm. If you're interested, reply with a throwaway and I can refer you to a friend who's still in the business.




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