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@eightbitsim @mert @alessandrod @grok what do you think?

This ends now. Even if I must drag the gods down with it. lets go over simple set of assumptions i am making @mert let me know which one doesn't make sense. I bill 10SOL per slot for consults. 1. the validator has to periodically release shreds [thus txns reaching the TPU have to pass through without delaying] - Network requirement/Social consensus 2. ⁠Backrunning any txn - Involves route searching across the chain state - takes 10-20 ms atleast [including latency even if co located] 3. ⁠A backrun can be done in two ways -> either the source is passed through and the searcher only gets a signal and backrun goes separately [CASE 1] or you bundle the source and backrun [CASE 2] 4. ⁠in CASE 1 [10-20 ms delay = txn will be several positions apart] CASE 2 [src,backrun will be n and n+1] 5. ⁠As multiple txns in this thread have shown, there are CASE 2s with this searcher on bald slots. 6. ⁠Thus to do Case 2; you have to hold the source for 10-20 ms 7. ⁠Which means, the price of execution [within users slippage tolerance] - would differ than what he could have gotten in case 1 8. ⁠CASE 1 is fine, CASE 2 is not 9. ⁠@toly and you both are trying to make a fool of your audience, letting them think you are doing CASE 1, but doing CASE 2. Because 2 makes much more money per backrun vs CASE 1 [coz your guy mriya, gets a priority lane behind the user] coming up with straight answers is rough, requires acceptance, balls, agency & courage. hope you'll use it this time. @trentdotsol @sonic_from_ny @toly @uriklarman @bencirc @0xrafal @alessandrod @niteshnath @bigtimetapin @helius

so much midcurving around the helius backrunning thing it's crazy > 100% of the block producers do MEV, not all MEV is the same > a lot of stake doesn't even accept TPU transactions anymore > it would have been so much easier for them to switch to a MEV block builder ages ago, delay, rev strat, maxxextract, etc > instead heroically they DID NOT, and remained pretty much the only big validator to stick to the default agave scheduler, no delayers, no bs, this has been GREAT for the network and has objectively lost them money > they've been of HUGE help in improving agave perf. I've profiled and looked at their validator countless times, and all along I've been telling liam I'd personally FUD him to death if I caught him doing sketchy stuff > now they find a way to increase rewards _without_ doing all the dodgy shit everyone else is doing, with a KYCd service which arguably does the least worst MEV > people on twitter are mad ????

@kdotcrypto For those following the Hyperliquid playbook, simply be independently wealthy

A question I have never seen anyone be able to answer: For companies that do 100% (or near 100) buybacks... What happens when the bootstrapped or raised capital runs out? The only logical answer is that a portion of revenue gets distributed to the team. So it begs the question, why not just have a framework that enables this from day 1? I can only assume this is to play the retail game of buybacks to drive token value before getting to a point where it inevitably has to change to ensure a sustainable business operation There is an inherent flaw with this mechanic that will inevitably need to be addressed at some point in a companies life cycle I have been speaking to many top 1% operators about this recently and even from folks I hold in high regard... They seem to be disillusioned with the reality of where this leads

This ✨ So far, people were in two minds about propAMMs: Isn't it all moving offchain? Not necessarily! You can have the best of both: passive liquidity + good pricing. The biggest team you haven't heard of yet.

@NFTmickrich bullish propamms

Finally came out of stealth with an Article explaining what we built. Couldn’t be more excited to go live with this! The goal is to enable the future era of onchain finance.

@joshqharris 👀

Try our new gamemode for free today! Would love any feedback. Enjoy the infinite money glitch.

@hansolar21 long your longs ?

Oh man.. we're gonna need so much more HBM

@insomniac988 @hansolar21 lmao

@hansolar21 looks way better than One Piece live action

@Rip_Index @gacha_game_ @mnstr @Beezie 👀

Happy to announce we have now added @gacha_game_ @mnstr @Beezie to Rip Index. They should also show up in Rip Labs shortly. Happy ripping!

@wassielawyer Most users prob don’t understand what custodial vs self-custodial means& implies

No horse in this but Mikes analysis re bankruptcy is correct here. Worth noting many crypto cards are set up this way so only load the amount you are going to spend in them. Do not ever use anything that isn’t either self-custodial or regulated to the tits as a bank account.

“Do and be seen doing. Things do not pass for what they are but for what they seem. To be of use and to know how to show it, is to be twice as useful. What is not seen is as if it was not.”

@kungfumode @grok what are your favorite video games? And what do you think ChatGPT’s are

chatgpt is interviewing grok

if anyone is curious about running 'small quant fund' cost as retail (but non-institutional), this is rough outlay /mth 2k AWS cloud (ec2, direct connect) 3-5k bespoke low latency 300 Data APIs 500 OpenAI, Anthropic 200 Miscellaneous (small data lake, cloud services)

@davidpco yea.. god forbid a man have an arm wrestling robot smh

@tripleimago @grok what aesthetic is this @movingcastles_

movingcastles.world/posts/daemons mega

@0xl3th3 @zectrillionaire what about sports or something like adventuring/mining exploration

@zectrillionaire unironically real men either 1. start companies 2. gamble 3. inherit a company from their dad 4. end up in prison the very part where you go thru the normal corporate admissions procedure is an admission of being submissive

Alpha males never get promoted in modern corporations, especially publicly traded corporations. The only alpha males in a companies nowadays are either the literal guy who founded it or his friends he knew from before. That's why whenever you go to these publicly traded corporations the higher ups are always homos and women. They are the only group of people allowed to be ambitious in corporate America. This makes sense because top performers don't get promoted, the least threatening employee gets promoted. People in general don't mind if you do well, it's only when you threaten their status that they start to feel worried/threatened. Any young straight male with a decent jawline, you're not getting promoted meaningfully sorry. You have to find your own way. You may get a couple PVE promotions (SWE 1 -> SWE 2/SWE3 -> Sr. SWE), but as soon as you enter PvP land, you'll be there pretty much until you die unless your either physically handicapt, obese or have some other feminizing trait. Feminized men and women are allowed to ascend the corporate heirarchy, but not you. Just gamble on Internet cryptocurrencies instead or start a business, never rely on a job to get you to your financial goals.

@degentradingLSD Interesting. @USDai_Official also increasingly a funding source for neoclouds

After thinking about it, i think this is one of the most bullish news for neoclouds. The 2 biggest bear thesis for neos is depreciation and cost of funding. $NVDA is now tackling that cost of funding leg. blogs.nvidia.com/blog/nvidia-un…

so folks dont misunderstand me: there's many doors that open for business if you have an equity vehicle. neoclouds & ai companies will not do a deal with a token counterparty. convertible debt and other capital market engagements(a way to funnel capital into onchain worlds) is not possible, or at least 3 years out. frankly, we've been left at the door on some good deals just cuz "we're crypto" - took us like 3 more tries to get folks converted, and often times cuz we dont say we're stablecoins until later (then they get hooked cuz its a great product) if the labsco is not just siphoning value, but rather expanding the pie dramatically (you can get 5x leverage on 1x of cash flows), then its far more productive than just token buyback (1x revenue being used for buybacks) labs should exist to unlock business surfaces that the token cannot currently access, then route those cash flows, assets, and strategic advantages back into the token network, and the token should not pretend its equity, it should be a financial asset that labsco + other equity entities want to acquire for actual business purposes this is especially true if its not a marketplace style business but more a DCF style business (consistent cash flows over X years) right now, what you see with things like ENS is /value extraction/. its literally squabbles over a small pie, trying to have a competing claim on just the protocol value (which is so, so small relative to the full American capital markets). if you can have /value expansion/, well you can still benefit from token buybacks, and leverage corporate cash flows with institutional capital and more layers of the onion. the amount of onchain buyers is so small, we need proxies of economic buyers through entities DATs/STC were a great glimpse of what we are going to see, tho they are dead experiments, but expect that tokens AND equity AND debt to operate within a /unified capital markets/ thats how you get to trillions, especially if youre here to win and define entirely new sectors

@finn_hulse many such cases

do people actually think this? i strongly think in the long run AI will strictly democratize access to the “upperclass” there’s a bizarre belief that in the limit, AGI/ASI is going to escape the laws of market efficiency, such that if you put in $10k of spend you’ll get out $20k worth of value, and only some people will have access to this money printer and they’ll run away with everything that is ridiculously ignorant and non-equilibrium. sure, people with capital will be able to convert their $ into ~equally valuable outputs. but that has always been the case… instead i think AI will enable people to take the world’s most interactive and holistic test where your actions and prompts will dictate your results (à la $1m-is-hidden-in-your-computer-you-just-have-to-type-the-right-things meme) “life” is already such a test, the difference is that right now the output space is limited and therefore inefficient. people tread water because they have no real compounding alternative, no place where they can cleanly get positive epsilon ROI AI just densely fills in the neighborhood around 1x ROI such that good decisions more reliably land above 1x. that’s really it. it’s still a game of compounding, and it is very very important to internalize that by simple economics it will globally be centered around 1x so just keep stacking good decisions anon, do not panic

@wassielawyer What if there were SES based housing quotas implemented on top of the racial ones

Tbh I think Singapore is soft launching the permanent underclass concept to inoculate Sinkies for what’s coming. The window for honestly working your way up largely closed 5 years ago thus the increase in hypergambling, vampiric money laundering adjacent professions and fraud.

@knimkar @Etherealize_io Etherealize is more product focused

Im confused isn't @Etherealize_io a thing