0xDeep | Asgard (Hiring)

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0xDeep | Asgard (Hiring)

0xDeep | Asgard (Hiring)

@0xDeep

co-founder @asgardfi | principal systems engineer | economist | 🥩 | prev. HFT | be kind

Katılım Ekim 2020
84 Takip Edilen2.2K Takipçiler
Aursen
Aursen@exoaursen·
@PierreArowana Skill issue. I’ll check with my head of security on the best practice
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Aursen@exoaursen·
AI is just the bearish version of templates
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febo
febo@0x_febo·
p-token is live!
febo tweet media
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Tibo
Tibo@thsottiaux·
What are we obviously not getting right with Codex?
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Phoenix
Phoenix@PhoenixTrade·
The past two weeks have been tough for the Solana trading community. Some Phoenix users were directly impacted by the recent events on Drift. When our community is hurt, it matters to us. Today, we matched losses for eligible users, up to $5,000 each.
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0xDeep | Asgard (Hiring) retweetledi
Feross
Feross@feross·
🚨 CRITICAL: Active supply chain attack on axios -- one of npm's most depended-on packages. The latest axios@1.14.1 now pulls in plain-crypto-js@4.2.1, a package that did not exist before today. This is a live compromise. This is textbook supply chain installer malware. axios has 100M+ weekly downloads. Every npm install pulling the latest version is potentially compromised right now. Socket AI analysis confirms this is malware. plain-crypto-js is an obfuscated dropper/loader that: • Deobfuscates embedded payloads and operational strings at runtime • Dynamically loads fs, os, and execSync to evade static analysis • Executes decoded shell commands • Stages and copies payload files into OS temp and Windows ProgramData directories • Deletes and renames artifacts post-execution to destroy forensic evidence If you use axios, pin your version immediately and audit your lockfiles. Do not upgrade.
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Garry Tan
Garry Tan@garrytan·
50k stars and it feels so good type install gstack into claude code right now, someone told me it works now
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0xDeep | Asgard (Hiring)
@simpdigit right, but my line of thinking is: can we build an orchestrator where workflow execution is deterministic like a math equation, where invalid transitions are not just disallowed, but unrepresentable? just thinking out loud
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Gui | Simpdigit
Gui | Simpdigit@simpdigit·
@0xDeep You need judgement not strict Compliance. That doesn't exist. Any human made system, needs experts, auditors. The intent is always to follow some procedure or state machine, but it never happens 100%.
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0xDeep | Asgard (Hiring)
the issue is that we’re assuming a black box will follow a state machine. for context: even the researchers building these neural systems don’t fully understand how they work, they’re still largely a black box. views are my own. p.s. claude still missed my workflow step :cry
0xDeep | Asgard (Hiring) tweet media
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0xDeep | Asgard (Hiring)
@simpdigit yes, but the next step up is that we’ll need some kind of state machine orchestrator that enforces things very strictly. I don’t think this orchestrator can be another LLM or AI, though. It likely needs to be something else, I’m just not sure what that is yet 👀
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Gui | Simpdigit
Gui | Simpdigit@simpdigit·
@0xDeep Yes, AI sort of does what we want and sometimes even more. But they also diverge sometimes because they want to deliver. They behave like very good interns.
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Crazyox
Crazyox@crazyox·
@0xDeep 黑盒子本来就不该被当成确定系统啊
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0xDeep | Asgard (Hiring)
I did look into this in some detail a while back. In CFMMs, LVR is structural because the AMM has no external price reference. It’s always behind the market, and arbitrage is what updates the price, so latency-driven loss is inherent. In pool-based perps like GMX or Jupiter, pricing is oracle-driven. the system is already anchored to external prices, so it doesn’t rely on arbitrage for price discovery. any LVR-like effect mainly comes from small windows of oracle or execution latency, which are bounded. so while some leakage exists, it’s relatively minor. In practice, LP PnL is driven more by trader flow and positioning than by systematic price lag.
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Dhrumil
Dhrumil@mmdhrumil·
So much of research done on LVR for LPs on spot AMMs but almost none for LPs on pool based perpetuals If CFMM has LVR PDLPs has LVR on leverage
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Haseeb >|<
Haseeb >|<@hosseeb·
Alright, reflecting a bit: I wrote that article quickly yesterday, and I realize some of the language was sloppier than it should have been. I've edited the language now to be much clearer, so I want to clarify some things. Ultimately that article was meant to be helpful to aspiring managers and distill the learnings I've had over my career, including those I've learned from Bo and Naval. Many people come to me asking for advice about how to build new funds, and I thought it'd be useful to crystallize my advice in long form. Dragonfly did exist when I joined as the third Managing Partner, the first fund was half raised at that point, which is why I don't call myself a co-founder. But Dragonfly evolved once I took it over. The Dragonfly that we have built is completely different from the Dragonfly of 2018. I'm proud of what I've accomplished along with my team, my partners, and most importantly, our founders, and I'm endlessly thankful for their hard work in getting Dragonfly to $4bn and our Fund IV, and transforming us from a fund-of-funds with some coinvest deals to a fund that's shaping the future of the space. Sorry for letting my emotions get the better of me. I got defensive when I shouldn't have. I've spent the better part of the last decade building Dragonfly, and I'm immensely proud of what I've accomplished. I'm excited for what the future holds for Dragonfly and for our industry. Onward.
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