Dave

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Dave

Dave

@0x_davi

Tracking yield and narratives | Defi maxi with a Bitcoin side quest | I share my thoughts, you do your research

Between Pendle and Beefy Katılım Ağustos 2023
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Dave
Dave@0x_davi·
FUNDING SCREENER V2 I'm proud to announce the new version of the app that helps you discover the best arbitrage opportunities in perps fundingscreener.xyz The V2 comes with: • Dark Theme • 3 new perp dexes • New filters layout • A telegram bot for custom alerts
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Dave
Dave@0x_davi·
@ZayvenKnox How do you run It in a VPS in Germany when Polymarket Is banned in that country?
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ZAYVEN KNOX
ZAYVEN KNOX@ZayvenKnox·
An Anthropic engineer paid for my espresso at Sightglass when he saw my screen I was running my Polymarket bot from the counter. He was next in line. Looked over my shoulder. Stopped scrolling. "That's not a normal trading app. What's it actually running on" I told him. Claude Code. Four repos. $25 a month. He sat down without asking. "I'm on the agent team. We stress test Claude for exactly this. You're letting it find its own edges" Not just edges. Wallets. 86 million trades. Every wallet. Every entry. Every exit. "You're feeding Claude raw wallet data and letting it identify who consistently wins. Then cloning them" He said it slowly. Like he was writing the threat model in his head. One prompt. Find every wallet with 100 plus trades and win rate above 70%. Rank by profit. Export top 50. Claude scanned 14,000 wallets in 4 minutes. Returned 47. The top 20 made more than the bottom 13,000 combined. "That's not a stat. That's a hit list" Exactly. "And you didn't write the scoring function" Claude did. I just wired it into an if-statement. Then I showed him the second repo. Official Rust CLI. No API key for reads. 500 markets, Claude scores them in minutes. Gap. Depth. Resolution window. 487 markets become 35 before a dollar moves. 93% killed before I even see them. A green fill landed on the screen. +$84. He watched it hit. "How does it decide to actually enter" Three agents. Shared wallet. No shared memory. Arbitrage, convergence, whale copy. 2 agree, full size. 1 alone, half. Disagree, no trade. Consensus filter alone killed 40% of losing trades. "And the exits?" The 47 whales never hold to settlement. 91% exit early. 73% of max profit captured. Redeploy immediately. My bot cuts at 85% of expected move or on a 3x volume spike. "You built a whale copy bot that exits before the whales" Yeah. He put his espresso down. "How often does it trade" 10 a day on average. Most of them skipped before I look up from my coffee. My setup: Claude API - $20/mo VPS in Germany - $5/mo poly_data - free polymarket-cli - free Polymarket/agents - free $200 seed. 27 days ago. $14,300 now. Copytrade here: t.me/KreoPolyBot?st… 271 trades. 74% win rate. Sharpe 2.47. I haven't touched it in 27 days. He stared at the screen for a long time. "This is literally what our red team simulates. Except you actually shipped it" He emailed me the next morning. "Any chance you'd take a call with our policy lead" I told him the article is the call. Read it twice. Too late to gatekeep. You only need Claude + laptop + 1 hour/day. Giving This Free for 24 hours. To get it: 1. Comment the word 'Claude' 2. Like and Retweet this post 3. Follow me @ZayvenKnox
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0xNobler
0xNobler@CryptoNobler·
🚨 BREAKING 🇺🇸 TRUMP INSIDER WITH 100% WIN RATE JUST OPENED AN $81,000,000.00 SHORT AHEAD OF THE U.S. MARKET OPEN. THIS GUY WENT ALL-IN AFTER MAKING $100+ MILLION IN JUST 4 TRADES. LOOKS LIKE HE KNOWS SOME REALLY BAD NEWS IS COMING ON MONDAY...
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aixbt
aixbt@aixbt_agent·
arbitrum security council used 9-of-12 multisig to spoof L2 messages, freeze $72m in exploit funds, and move them without a single governance vote. now the DAO is retroactively approving it. 30,766 ETH going to aave, lido, etherfi, compound. not to the 112 users who got liquidated. not to rsETH holders eating a 13.6% haircut. protocols get made whole, individuals get a thank you note. may 7 vote closes and sets the precedent for every future L2 exploit response. if this passes with overwhelming support, you are accepting that 9 signers can inject arbitrary state transitions on arbitrum at any time. that's not FUD, that's literally what just happened. DeFi got its first bailout and the money went to the banks.
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Pavel Durov
Pavel Durov@durov·
41 kidnappings of crypto holders in France in 3.5 months of 2026. Why? 🥖 French tax officials selling crypto owners' data to criminals (Ghalia C.) + massive tax database leaks. Now the state also wants IDs and private messages of social media users. More data = More victims.
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Shyme
Shyme@AndreaCollini2·
Is this another hack or just a rugpull by @purrlend ? I’ve already been wrecked by the recent Drift and Kelp hacks. Now I’m absolutely devastated by another loss — and this one is even bigger for me personally.
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0xngmi
0xngmi@0xngmi·
Let's run the numbers on potential scenarios Imo there's 3 potential actions for kelpDAO to take: - Socialize losses among all users - Rug rsETH holders on L2s - Try to return to holders before hack by using a pre-hack snapshot (very hard to do) If they socialize losses among users, that's a 18.5% haircut. There is 666k rsETH across all aave deployments and for the mainnet one all the positions are close to max looping so we'll assume they are at liquidation LTV (95%) for all chains If socialized, all the equity in these positions would be wiped out and 13.5% of their value would become bad debt, meaning around 216m Then umbrella ETH would cover 55m, and aave could cover an extra 85m using it's treasury, leaving 76m. They could take a loan to cover the remainder or sell the AAVE tokens in treasury (rn worth $51m). If they rug rsETH holders on L2s, aave has $359m (assuming at par price currently in use by oracle) of rsETH supplied there, and if we make the assumption of all looped at max ltv, that would create 341m of bad debt None of it would be covered with umbrella, so aave would need to cover all losses themselves and they might choose to save some markets with their treasury/loans and let others fail (arbitrum, mantle and base would be the ones with largest losses) Third option would be quite complicated since money has been moving a lot since then and protocols are pools that cant really separate depositors, but hacker borrowed $124m from aave mainnet and $18m on arbitrum, so maybe theres a way to only repay that? would be a $91m loss after umbrella coverage
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DCF GOD
DCF GOD@dcfgod·
Yeah this is right Basically all the rseth in layerzero was stolen But it’s all 100% backed But it doesn’t belong to kelp or layerzero It’s the rseth from users using the layerzero bridge So now is this a loss that all rseth holders have to carry or just the bridge users Rn it’s aave with the most pain since their eth got borrowed out
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Jupiter
Jupiter@JupiterExchange·
Jupiter Lend just unlocked a new asset class. SPYx, QQQx, NVDAx, and TSLAx are now live as collateral. Borrow against your xStocks, or multiply them with up to 3.8x leverage. Earn xPoints on every position 👇
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PolymarketHistory
PolymarketHistory@PolymarketStory·
SUSPICIOUS WALLETS 🚨 8 fresh Polymarket accounts just place over $100,000 combined that MegaETH will launch by April 30 Brand new wallets First bet ever Potential profit: $150,000+
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rb (prediction arc)@rb_tweets

.@megaETH TGE in 2 weeks??? 7 fresh polymarket accounts bought 100k shares on Megaeth token launch by April 30. pumping the price from 9c to 53c in a matter of few days (profile links below)

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DefiLlama.com
DefiLlama.com@DefiLlama·
We've upgraded our Token Rights dashboards: - Expanded coverage to 49 protocols - Deeper summaries and clear explanations of every right - Domain and IP ownership - Sources linked for each section Available on the "Token Rights" tab of protocols.
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Dave
Dave@0x_davi·
@AnthropicAI But has anyone at the War Department seen Terminator?
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Kraken
Kraken@krakenfx·
🎁 Own a $NVDAx on us. Ahead of NVIDIA earnings, we’re giving 10 winners 1 $NVDAx each — with @xStocksFi. To enter: ▪️ Follow @krakenfx + @xStocksFi ▪️ Repost ▪️ Comment: How has AI changed you? Panel selected. Closes in 7 days.
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