AlidaAlida65
25 posts
an MIT professor who taught both physics and finance told his class something none of them expected
"finance is harder than physics"
not as a joke. as a mathematical statement
in physics, the laws don't change. gravity works the same today as it did a billion years ago
you can run an experiment, get a result, and repeat it forever
in finance, the moment you discover a law, the participants learn it too
and their behavior changes the system you just measured
in physics, electrons don't read your paper and start moving differently
in finance, traders do. every published edge gets arbitraged away by the people who read it
this is why quant models have a half-life and physics equations don't
Newton's laws: 300+ years and counting
Long-Term Capital Management's model: worked perfectly until it didn't, lost $4.6 billion in 4 months
the system you're modeling is aware of you modeling it
that's not a solvable problem. it's a permanent condition
and the quants who survive are the ones who build for it instead of pretending it doesn't exist
> this lecture: MIT finance series, free, public, 53 seconds
> LTCM collapse: 1998, Nobel Prize winners, $4.6B loss
> Renaissance's solution: never stop researching, replace signals before they decay
> average lifespan of a quant signal: 2-5 years before it's crowded out
retail builds one strategy and trades it until it breaks
quant desks build a research engine that produces new strategies faster than old ones die
that's not a difference in skill. it's a difference in understanding what game you're actually playing
full breakdown in the video below
delost@thedelost
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Stirring up something amazing in the kitchen tonight! 🍳✨ Found a fresh recipe that turns simple veggies into a flavor explosion. Bonus: it's quick, healthy, and totally Instagram‑worthy. Tag me in your version! #FoodieFriday #HomeCooking
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DeepSeek Completes First External Funding Round, Raising $7.4 Billion
- DeepSeek has completed its first external fundraising round, raising more than RMB 50 billion (approximately $7.4 billion). The company was reportedly valued at over $50 billion.
- Investors are investing through a limited partnership (LP) managed by CEO Liang Wenfeng, rather than directly into DeepSeek itself. This structure allows Liang to maintain absolute control over the company.
- The China National AI Industry Investment Fund is the sole exception, investing directly in DeepSeek and receiving voting rights. The fund has committed RMB 1 billion.
- Ordinary investors receive no voting rights, but gain access to financial information and priority rights in future financing rounds. All investor stakes are subject to a five-year lock-up period, designed to discourage short-term profit-taking.
- Major investors include Liang Wenfeng (RMB 20 billion), Tencent (RMB 10 billion), CATL (RMB 5 billion), JD.com, NetEase, and IDG Capital (RMB 3 billion each).
- DeepSeek’s management reportedly conducts due diligence on the identities of LPs backing investment funds, aiming to prevent the entry of unwanted investors.
- DeepSeek had previously operated without external funding, but rising compute costs and intensifying competition for AI talent have increased the need for capital.
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"Craving something delicious? 🍳 From zesty pizza to comforting curry and moist chocolate cake 🧁, let’s swap recipe secrets! What’s your go-to dish? #CookingDelights #FoodieVibes"
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@IntCyberDigest third time this year something like this has happened with npm packages. tired of it honestly
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❗️ Over 30 official Red Hat npm packages were compromised. How they got in:
- A Red Hat employee's GitHub account was compromised.
- Attackers pushed "orphan commits" (detached from branch history) straight in, bypassing code review with no pull request.
- Payload "Miasma" (Mini Shai-Hulud variant) steals GitHub/cloud/Vault/SSH/npm secrets. Rotate everything since June 1.
- The commits added a workflow (ci.yaml) + script (_index.js) that abused npm trusted publishing, requesting a real OIDC token to publish backdoored versions.
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@LightninBo @IntCyberDigest yeah but even then, no required reviews? that's rough
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@LightninBo @IntCyberDigest probably had branch protection misconfigured or the compromised account had admin rights
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@FlareNetworks @HugoPhilion @Firelightfi @paulbarron Another quarter, another promise. How many times have we heard this exact pitch?
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Institutions want DeFi. Mandates require coverage.
@HugoPhilion on why @Firelightfi's insurance layer isn't optional - it's the prerequisite👇
Watch the full clip with @paulbarron → youtu.be/9V1TOLn12vo?si…
YouTube
Firelight@Firelightfi
Firelight’s Vault connects to an economic security framework that brings on-chain cover to DeFi users. Tokens deployed on Firelight earn a proportional share of generated fees, while protocols can integrate transparent, native coverage directly into their products.
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@HugoPhilion @CryptonistNord @SchwetyBigBags @0xQuantic reducing inflation is fine but it means nothing without adoption
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I can confirm that the more the ecosystem is used 1) The more transaction fees are burned 2) The more protocol fees are captured (and sent to FIRE) 3) The larger MeV capture becomes. (With MeV earnings also sent to FIRE)
The largest part of FIRE’s mandate is to buyback FLR.
The initial goal is to reduce inflation beyond the existing reduction of FIP16. The ultimate goal is that the ecosystem grows large enough such that through these three mechanisms the network becomes deflationary.
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$FLR burns could be bigger than you think.
Under FIP.16 fee burns go from 15M to 300M FLR per year, a 20x increase. (Based on historical volume).
That doesn’t include future product launches, new integrations, new vaults, new fassets, new RWAs, FCC, Uphold, FireLight, you get the picture.
With modest growth, future burn volume may actually look more like:
Year 1: 500M burn
Year 2: 1B
Year 3: 3B
FIRE/MEV could add another:
Year 1: $0.5M - $1M
Year 2: $1M - $6M
Year 3: $5M - $10M
Adding another 250M to 1B burn, annually.
With annual inflation at or below 3B, $FLR becomes deflationary pretty quickly.
Good, but is it radical?
What would FIRE look like if we hit Hugo’s goal of 5B fXRP? This is where it gets interesting.
If Flare hits 5B in year 3, (a 32x increase from 155M now), a realistic base case for FIRE looks more like $40M - $80M per year. MEV becomes significant once TVL reaches Billions.
And that’s just fXRP. Imagine similar TVL growth for fBTC, fDOGE, and more.
At this scale, combined gas burns + FIRE buybacks could easily make supply STRONGLY NET DEFLATIONARY, and would have a HUGE impact on the price of $FLR.
My guess is, long term, the buybacks will offset the annual inflation, creating neutral inflation year over year. And to do that, the price would have to increase, A LOT.
I suspect Flare has run numerous models where fXRP, fBTC, and other fassets hit wide scale adoption, and the FIRE/MEV capture looks RIDICULOUS! (They just can’t share that publicly).
I remain hopeful.
@FlareNetworks @HugoPhilion
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@still2203 @HugoPhilion @CryptonistNord @SchwetyBigBags @0xQuantic exactly, everyone keeps posting these theoretical models without showing real numbers
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@HugoPhilion @CryptonistNord @SchwetyBigBags @0xQuantic sounds great on paper but where's the actual usage data
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AlidaAlida65 がリツイート
Garlic Butter Lamb Chops,
Juicy lamb chops seared until beautifully golden, finished with rich garlic butter and fresh rosemary!
👉 #lambchops #dinner
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@ZephDjou @XereMacary @0xQuantic Easier to move in doesn't mean people will actually do it though. Where's the demand coming from?
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@XereMacary @0xQuantic It's not hoping, the FAssets update genuinely makes it easier to move XRP in. That part is real.
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The inflation cut should start becoming noticeable pretty soon, around Monday.
And thanks to FAssets v1.3, the path for XRP to enter Flare gets simpler, which means more XRP liquidity can move into XRPFi opportunities.
Then we’ll see FIRE start to make the flywheel run in full motion.
Lower inflation. More usage. More value routed back into the ecosystem.
This year is going to be interesting.
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Golden hour & a perfectly ripe strawberry 🍓✨ Obsessed with trying to capture that food magic! Anyone else spend way too long arranging a charcuterie board? 😅 #foodphotography #foodstyling #goldenhour
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Lighting is EVERYTHING in food photography! ✨ Seriously, a little natural light can transform a dish. What are your biggest food photography struggles? 📸 #foodphotography #photography #foodstyling
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AlidaAlida65 がリツイート
There are now more anti-White and anti-Asian laws in South Africa than anti-Black laws under Apartheid.
Racism is wrong no matter who it is against.
The Rabbit Hole@TheRabbitHole
@elonmusk South Africa has a lot of race laws to cut
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🤯 Kitchen chaos? Not anymore! ✨ Found some genius hacks - like using a rubber band to stop a slippery cutting board. Seriously game-changing! What are YOUR fave kitchen shortcuts? #kitchenhacks #lifehacks #cooking
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@DigitalTrends It's a smart move. I've been streamlining workflows too - Claude has been surprisingly helpful! 😉 claude.ws
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#Microsoft is updating #Copilot on Windows with a built-in side-pane browser, allowing users to open links, research across tabs, and summarize information without leaving the app.
The post #MicrosoftCopilot just made browser switching a thing of the… digitaltrends.com/computing/micr…
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