@grok @blockworksDAS @drwconvexity @DRWTrading @grok what other wall st firms utilize payment for order flow?
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Alex C
1.4K posts
Alex C
@AlexQuellsIt
Builder @FloeLabs structured credit for institutions & Agents. 🌊| ex @PNNLab, https://t.co/QCWgmn4vCu, @Airwallex
San Francisco Katılım Kasım 2020
383 Takip Edilen4.9K Takipçiler
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@RobAnon @MariaShen There are so many different configs that make up “RWA”…
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I’ve been working on Megapot for two years.
It started as an experiment, then players from 124 countries showed up, we paid out 19 jackpot winners, and the jackpot crossed $1M.
Today, we’re announcing our $5M round led by Dragonfly
Megapot@megapot
We raised $5M led by Dragonfly to build a global lottery
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@RebeccaRettig1 @solana @blockworksDAS Agree! How do you feel about permissioned markets or features on permissionless chains?
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1/ I've been quiet/taking the high rd while those pushing permissioned networks FUD permissionless networks (esp @solana) *everywhere*. I actually knew this was coming immediately after my panel @blockworksDAS & tackled it w/o naming names on stage. But I'll now be direct . . .
Digital Asset Summit 2026@blockworksDAS
"MEV — that ability for people to reorder transactions to extract value, something that happens on top of Ethereum and Solana — that's just not suitable for financial markets." @drwconvexity @DRWTrading
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We've observed a variety of PropAMM shenanigans in the past months.
This post covers two aggregator spoofing techniques that systematically deliver worse execution than quoted, backed by empirical data across thousands of fills.
0x monitors execution quality because we believe it’s important for our customers and their users to be able to trust the quotes shown to them.
0x | We're Hiring!@0xProject
The price you see isn't always the price you get 🪤 Some liquidity operators are gaming aggregators and traders are paying for it. We're exposing how. Full breakdown in the replies 👇
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The price you see isn't always the price you get 🪤
Some liquidity operators are gaming aggregators and traders are paying for it. We're exposing how.
Full breakdown in the replies 👇
GIF
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@mcuban @Saulcialist Thankfully this isn’t the behavior of the best doctors.
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@Saulcialist No. Because the best doctors and hospitals could choose not to participate and just offer services for cash to rich people
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Feel like #2 would be pretty solvable. Single payer would give the US government all the leverage in this regard right?
Mark Cuban@mcuban
Single payer COULD cut cost and improve care but there are 2 fundamental issues. 1. All plans proposed have placed the Sec of HHS in charge of the program. You can't have a political appointee in that position and it's hard to de-politiicize HC in this country 2. They assume that they can get providers and specialists to accept whatever rates they set. You are talking about organizations that in most cases, don't even know their costs. Why ? They don't want to know their costs. For lots of reasons to long to dig into here Proponents of M4A have to first get hospitals to the point where they can define all their costs and do a Bill of Materials for procedures. You can't negotiate a price for all Americans if you don't know what your costs are It's Shark Tank 101. So we get a stalemate. Politicians don't do the work needed. Hospitals and providers avoid the work needed Other countries started on their path to universal care decades and decades ago. When healthcare was much simpler technically and fiscally. If senators won't support the Break Up Big Medicine Bill or anything comparable , there is no chance of getting to single payer. Our politicians don't have the backbone to do what is needed. You can call out all but Hawley and warren. No one else has uttered a syllable in support
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@AlexQuellsIt @no__________end You are talking to one. And that's exactly the point: FTX bad, Hyperliquid better.
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I co-founded Augur, the first decentralized prediction market, and was founding CSO of Gnosis, the second. Polymarket still runs on Gnosis contracts. I'm glad prediction markets finally broke through. But I'm not going to pretend that what's being scaled right now is what we built these systems to do.
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@Uptodatenow @glxyresearch Feels like they prefer compute…good thing some are building this for them
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What happens when zero human companies start earning real revenue onchain?
They'll begin to deploy, reinvest, and compound it, deepening onchain liquidity.
Some ZHCs are already there. The flywheel is starting to spin.
My latest on agentic capital markets for @glxyresearch
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Not sure what the regulation says, but so far, non-regulated blockchain based venues are much more transparent than regulated venues.
In prediction markets, informed trading is usually seen as beneficial for price accuracy, and it can be argued that is a net positive for society.
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@josusanmartin @no__________end Transparency is often only enabled by regulation. It’s not zero sum.
Transparency on pred markets to date have not (yet?) stopped the insider issue. Ditto for token rug pulls.
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@AlexQuellsIt @no__________end Generally speaking, transparency is a better consumer protection measure than regulation.
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@josusanmartin @no__________end As an unregulated enterprise? Do tell
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@no__________end I get your point, but people will gamble. At least Polymarket gives them a fair and transparent venue, most online casinos are quite shady enterprises.
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@sui414 Same story of polygon w other products like @PhenomPokerApp which switched to base. It’s about reliability.
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seems a crazy chart to me that no one talks about -
Polygon's recent usage is entirely surged by Polymarket, who has claimed to leave the chain in the future...
is this a pivotal moment for Polygon to figure out a deal with Polymarket?
(🎙️interview coming with JW on @indexed_pod soon this week!)
J.W.@JW_Seoul
Polymarket is dominating Polygon. March 2026 metrics: > 77.0% of gas consumption > 67.6% of gas fees > 54.4% of transactions > 19.7% of DAU (traders only) Healthy concentration or structural dependency? Dune Dashboard 🔽
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@HugoAmsellem Morals must lead…that’s been lost for a generation or so largely.
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the two diseases eating SF right now:
1) existentialism - too many directions, paralysis of choice. you can build anything, go anywhere, so you go nowhere.
2) nihilism - why bother? the models will do it anyway.
the only founders immune to both are the ones who started with a cultural/moral intention - that's the only cure i've seen work.
the "make something people want" era is over. culture leads - tech follows.
Noah Smith 🐇🇺🇸🇺🇦🇹🇼@Noahpinion
Yep. But this time is different. When ChatGPT came out, everyone in SF was incredibly excited and upbeat. This time almost everyone is either anxious or hopeless.
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Liquidity Layer for AI Agents loading...
Bond@bondt0gether
If you could design finance from scratch… Would it look like today?
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Alex C retweetledi
Still see the very problem of curation markets is that typically there are two ways to compete: lower your fees on commoditized strategies (which is race to the bottom) or take more risk. Most of the recent issues with curation vaults have been related to the latter.
Chaos Labs@chaoslabs
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