ngmi

636 posts

ngmi

ngmi

@web3vol

Crypto Vol Trader , high on Vega, bleeding theta

Styx River Se unió Kasım 2021
354 Siguiendo47 Seguidores
ngmi
ngmi@web3vol·
@skdh They need to feel superior in some way
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Sabine Hossenfelder
why are Americans so obsessed with European air conditioning? or absence thereof?
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ngmi
ngmi@web3vol·
@shiraeis “civilization-scale alignment” ?? How did that work out for gaza?
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shira
shira@shiraeis·
bringing this back because a strange signal keeps showing up in my personal life. people around frontier labs have started bringing up Jewish texts in the context of AGI/ASI. at parties, multiple frontier lab employees, most of them non-Jewish, have brought up Torah / Talmud / halakhic literature as a possible lens for civilization-scale alignment. most recently, someone at Anthropic told me several of his colleagues were most interested in studying Torah after AGI. separately, I’ve heard several versions of the argument that Jewish textual tradition might be relevant to alignment because it is one of the longest-running systems we have for value transmission, adversarial interpretation, precedent, constraint, and survival under regime change, which makes intuitive sense. halakha is, among other things, a centuries-long technology for turning values into precedent, preserving arguments instead of erasing them, and thoroughly stress-testing norms against bizarre edge cases. on a date a few months back, a different Anthropic researcher told me there’s lore that Ilya Sutskever aspired to be a rabbi growing up, which makes perfect sense when you think about it. now, I know people might just be clocking me as Jewish and giving me the matching conversational response, but the pattern is interesting enough that I’m tracking it. I went to private Jewish high school in new york, and truly never thought I’d see the day when frontier lab researchers started rediscovering halakhic reasoning as alignment tech. welcome to 2026, I guess!
shira@shiraeis

ok so my theory that ashkenazi judaism was an unintentional eugenics program for a trait cluster that overlaps heavily with autism and adhd but isn't exactly either clinically: talmudic scholarship is different from normal scholarship. it's recursive pattern extraction across massive corpora, exception-finding, holding contradictory interpretations in working memory while searching for reconciliation, basically what we'd now call hypersystemizing. gematria (assigning numerical values to letters and finding "meaningful" correspondences) is literally recreational combinatorics with religious characteristics and for ~40 generations (~800-1600 CE), the marriage market explicitly rewarded this. the shidduch system matched talmudic prodigies with wealthy families' daughters. functionally, it's assortative mating for systematizing ability with direct reproductive consequences. meanwhile occupational restrictions pushed ashkenazi jews into finance, trade, medicine, which are all high cognitive load niches where the same traits would be advantageous the cognitive profile this produced is wild and lopsided. verbal IQ highest of any group, mathematical also highest of any group, but spatial ability decidedly not. that's a specific phenotype being selected hard the result: 0.2% of world population, 22% of all nobel laureates (110x base rate), ~30% of fields medals, 41% of economics nobels but here's where it gets interesting. i don't think this selected for "intelligence" as a clean construct. i think it selected for a trait cluster that overlaps heavily with what we now diagnose as autism and adhd, a cluster including intense pattern recognition, ability to hyperfocus on abstract domains, and reduced sensitivity to social consensus when it conflicts with logical consistency the genetics support this. the TBCB gene mutation linked to autism has a carrier frequency of 1:80 in ashkenazi jews vs 5:100,000 in the general population. in israeli studies, jewish children's ASD referral rates are 6x higher than bedouin-arab rates, and high-functioning autism specifically is dramatically more prevalent (29.6% vs 2.6%) baron-cohen's hyper-systemizing theory of autism finds that parents who score high on systematizing are more likely to produce autistic children, which is literally what the shidduch system was optimizing for across a millennium of closed gene flow it's probably not selecting for autism or adhd as clinical entities. it's more that the underlying trait distribution got shifted. the same alleles that in certain combinations produce clinical autism/adhd, in other combinations produce the kid who argues with the rabbi for six hours about a single line of talmud and then grows up to win a fields medal personally, i come from a lineage of rabbis dating back to 1400s lithuania so i'm basically a heritage breed at this point lmao

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Paul Mauro
Paul Mauro@PaulDMauro·
Bullshit. The vast majority of property crimes are no longer reported and the majority of violent crimes aren’t even reported. Menacing homeless on every block, garbage everywhere, and assaults statistically through the roof. Stop. Not even close.
Red Media@RedMedia_us

Crime in New York City has fallen to a historic low under Zohran Mamdani, with the city reporting the lowest number of murders and shootings in the first five months of any year on record.

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ngmi
ngmi@web3vol·
@pedma7 🤣🤣had to ask
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pedma
pedma@pedma7·
takes me about €3.6k a month to run my entire business right now. running a lean shop for maxx compounding purposes. i barely take salary for myself, just reinvesting it all. prob will increase with new data vendors im planning to add but if ideally these pay for themselves.
pedma tweet media
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George Robertson
George Robertson@BickerinBrattle·
Now world leaders given Meloni success calling out Trump, will all take their turn attacking Trump. They will savage him like a bunch of hyenas around a stupid old lion
George Robertson tweet media
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Michaël van de Poppe
Michaël van de Poppe@CryptoMichNL·
"Bitcoin is oversold. It's been artificially lumped in with software stocks for no good reason." Lyn Alden (@LynAldenContact) on why the crash hit Bitcoin harder than it should have: "The washout from the Treasury company mNAVs was painful. The quantum FUD had to be explored. The four-year cycle had to be tested. But I think the majority of the pain is behind us." "Gold went from undervalued to fairly valued fast, the market rightsized it. It's not a bubble, but it's somewhat euphoric right now." "Sentiment on Bitcoin is unfairly negative, to say the least." "Gun to my head, if I had to bet Bitcoin or gold over the next two to three years, I'd bet Bitcoin. I own both. I've always owned both. But if I had to pick, it's Bitcoin." Translation: the crash lumped Bitcoin in with the AI software selloff it has nothing to do with. Gold ran its move and is now near fair value. Bitcoin got sold on sentiment, not fundamentals, which is exactly the setup that reverses when risk appetite returns.
Michaël van de Poppe@CryptoMichNL

I sat down with @LynAldenContact for over an hour. She told me the 4-year cycle is dead. That gold is euphoric. And that Bitcoin, down 50%, is where she'd put her money right now. "Gun to my head, Bitcoin over gold for the next 2-3 years." This might be the most important conversation I've had on @new_era_finance. TIMESTAMPS: 0:00 Introduction 0:46 Why there hasn't been enough Bitcoin demand this cycle 5:03 The 4-year cycle is dead 7:22 Are we near the bottom? 8:50 The future of treasury companies 15:03 Why Bitcoin underperformed this year 17:24 Bitcoin is trading like a software stock 21:07 Can anything replace Bitcoin? 26:13 Bitcoin mining and stranded energy 30:35 Will quantum computing destroy Bitcoin? 37:06 How to think about AI as an investor 45:00 We're entering a multipolar world 53:00 Bitcoin vs Gold — gun to my head 58:56 The #1 thing every investor should study 1:06:34 Diversification with conviction

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ngmi
ngmi@web3vol·
@AviFelman That’s Trump u’r talking about
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Avi
Avi@AviFelman·
There is genuinely nothing more disheartening in this world than running into Mamdani and overhearing people talk about how loved and how amazing he is while he’s actively working to undermine all of the institutions that we have spent hundreds of years putting together. Everything the American experiment stands for he stands against and yet you have people from all corners cheering him on. They will smile at you as they lead you into hell.
Avi tweet media
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ngmi
ngmi@web3vol·
@Tradermayne I thought this bitch is dying , why isn’t she dead yet?
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ngmi
ngmi@web3vol·
@JamieMetzl I think the jews are doing that themselves, no need for Mamdani
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Jamie Metzl
Jamie Metzl@JamieMetzl·
I am a lifelong Democrat who served in the Clinton administration and as a United Nations Human Rights Officer in Cambodia. As a New Yorker, let me say this loud and clear: Zohran Mamdani is an extreme bigot who is cynically stoking hostility toward New York’s Jewish community for political gain. His words and actions are aggressively inciting violence and will lead directly to unnecessary deaths.
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Kyle Samani
Kyle Samani@KyleSamani·
@Luc100k Soon you won’t need interactive brokers
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Luc | Backpack 🎒
Buy stock on Sunday on Solana. Transfer it to Interactive Brokers on Monday. Hedge the weekend on-chain — with real stocks. Solana and Backpack are building the most liquid real-stock market on-chain. That much is clear. I told myself I wouldn't say it. So I won't say: good luck with your CFD wrappers — no dividends, no transferability, poor liquidity.
Luc | Backpack 🎒 tweet media
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ngmi
ngmi@web3vol·
@ErikVoorhees Who’s gonna manage it? Let me guess : Cantor?
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Erik Voorhees
Erik Voorhees@ErikVoorhees·
"Trump's preferred mechanism, Vance said, is a sovereign wealth fund where the US government takes equity stakes in private AI companies." If Biden proposed this (which he would've) every Republican in America would be rightly condemning it. Are there any limited-government Republicans left on Earth?
Ricardo@Ric_RTP

JD Vance just admitted the White House plan is to take ownership of every major AI company in America. Steven Bartlett brought up Bernie Sanders' proposal that workers should own 50% of the major AI companies. Vance's response: "The president by the way likes that idea too. He likes that idea." Trump's preferred mechanism, Vance said, is a sovereign wealth fund where the US government takes equity stakes in private AI companies. The Vice President literally just confirmed that an administration is planning the most radical economic policy proposed in modern American history. Partial nationalization of the MOST valuable private companies on earth. And the idea originally came from Bernie Sanders, who Vance said Trump agrees with on this point. This is not a small thing: The US has spent 80 years selling the world on the model where private companies stay private and the government stays off the cap table. The countries that did the opposite, with sovereign wealth funds owning slices of their biggest firms, are Norway, Saudi Arabia, China, and Singapore. And the Trump administration told you on a podcast it wants to do the same to Silicon Valley. But the reasoning Vance gave for it is where it gets really interesting... He said the historical analogy that scares him is the original Industrial Revolution. His own words: "Rich people got way richer. And that led to in Europe fascism and communism." He believes AI will not cause mass unemployment but mass inequality, and that mass inequality is what breaks societies. His fix is that workers need a seat at the bargaining table before the wealth gets created, not a redistribution check after. "I think labor unions are a very important model here." And the other thing about AI that scares him is surveillance. His exact phrase was that AI is "fundamentally a communist technology" because it lets governments and corporations watch and score people in ways NOTHING else can. He said he doesn't want a social credit system, doesn't want a tech CEO deciding whether you can buy a beer based on an algorithm nobody understands, and is afraid of exactly that outcome. So here is the full picture: The sitting Republican administration believes AI will make the rich dramatically richer, that this will radicalize the country the way the Industrial Revolution radicalized Europe, that the answer is government equity stakes plus stronger labor unions, and that the second-biggest threat is the surveillance state these companies are building. That is not a Republican worldview. That is not even a Democratic worldview. This is a worldview that has no political home in the United States right now. Most people are still arguing about whether ChatGPT will take their jobs. But the people with the actual power are already past that argument. They are quietly designing the framework for owning the companies that will. The craziest part is how casually Vance dropped it as a sidenote on a podcast millions will half-listen to in the background. If you have money in OpenAI, Anthropic, or anything like that, you should be watching the full thing yourself. What do you think?

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ngmi
ngmi@web3vol·
@__paleologo Yep, would rather work for Demis than anyone else in this business.
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ngmi
ngmi@web3vol·
@Gavel_on_X I’ve got this NFT he might be interested in, pass the word
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Gavel
Gavel@Gavel_on_X·
Jake Paul just raised a $100M investment fund. Would you give him your money?
Gavel tweet media
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ngmi
ngmi@web3vol·
@avi_eisen Fuck Sam, i hope he dies in jail
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Glenn Smith
Glenn Smith@8NGlenn·
@DrSuneelDhand From what I'm hearing it's much worse today. The Ottoman Empire is rising again in Europe.
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Suneel Dhand MD
Suneel Dhand MD@DrSuneelDhand·
I love America, but I hate to burst your bubble: if you are on Twitter, and you are getting posts about how Europeans visiting for the World Cup are completely in awe of American food and grocery stores— I have to be honest with you and tell you you are being fed complete nonsense by the algorithm. I’ve traveled to almost every European country, and there isn’t a single one which doesn’t have better grocery stores and higher-quality restaurant food than the USA. Just being honest, as a doctor should
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Andy Constan
Andy Constan@dampedspring·
Okay. I'll bite who has the most even handed evaluation of the business case for the hyperliquid exchange and the hyperliquid coin. Free/not behind a pay wall. Is it possible that someone out there is able to consider both the bull and bear case?
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