Capital Flows
Macro trader and researcher focused on interest rates, FX, and capital flows; publishes in-depth market models and trade ideas and manages trading strategies and capital for family-office clients.
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Mar 11, 2026 • 1h 4min
Finding Edge as a Trader, The Hyperliquid Thesis & Trades For 2026 | Capital Flows
Capital Flows, a macro trader and researcher focused on rates, FX and capital flows, joins to discuss finding trading edge and building models. He covers market microstructure shifts, combining discretionary and systematic approaches. They examine Iran-related market impacts, liquidity-driven dip buying, and high-conviction trades like the Hyperliquid thesis and specific 2026 trade ideas.
