AncaMM

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AncaMM

AncaMM

@AncaMariaMarin

G20 Group | Market Making | I trade, and I like a good story. | Web3 | Fintech ~ Not financial advice ~

London 🇬🇧 Katılım Ekim 2021
896 Takip Edilen1.1K Takipçiler
AncaMM
AncaMM@AncaMariaMarin·
I don’t care what you’re listening to daily, Romania deserves to be in the top three tonight at Eurovision. Yes, it’s politically influenced, blah blah, but regardless of the noise my dear Romanians from the diaspora are voting for Romania 🇷🇴 ?because I believe it might finally be coming home tonight.
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AncaMM@AncaMariaMarin·
Stock market to crypto market: If you’re broke, pivot into making money.
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Kalshi
Kalshi@Kalshi·
JUST IN: Prime Minister of UK says he's a "gooner"
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azeem
azeem@azeemk·
If you're building somethign good in ethereum or in public goods, make sure to apply!
Octant@OctantApp

GRANT OPPORTUNITY: We have 1 slot open in our upcoming epoch. Since 2023, we've given over 2870 ETH in funds in our epochs thanks to @GolemFoundation's staked ETH. This is a BIG opportunity to receive a no-strings attached grant. You should apply if you are: - growth stage - have early or promising traction - will benefit from funding - have a stellar track record and results to show for it - have a solid team If you're an impactful project building on @ethereum or categorize yourself as a Digital Public Good (DPG) as defined by @DPGAlliance please consider applying. Link to what qualifies as DPG in the reply to this tweet. Deadline: 18 May @ 3 pm ET. octant.fillout.com/epoch-12-new-a…

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AncaMM
AncaMM@AncaMariaMarin·
I discovered a briliant linkedin feature ^ archiving messages
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etn.
etn.@etnshow·
BREAKING: UK Chip-Startup Fractile have raised a $220M Series B round led by Factorial Funds, Accel and Founders Fund.
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AncaMM
AncaMM@AncaMariaMarin·
We’re going to keep talking about Keir Starmer’s resignation rumours while ignoring the rise of Reform happening right under our noses? The truth is, they haven’t actually taken control of councils in the local elections. But if we’re being honest about the numbers, the better word for what’s happening is infiltration. I refuse to believe the downfall of the Conservatives and Labour will end up handing power to Reform and the Green Party. England, wake up.
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AncaMM
AncaMM@AncaMariaMarin·
And just like that Elon is planning to move to Dubai.
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AncaMM
AncaMM@AncaMariaMarin·
@arlery Is this man serious or is it just rage baiting us? 😂
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AzFlin 🌎
AzFlin 🌎@AzFlin·
POV: you're pitching to a VC
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AncaMM
AncaMM@AncaMariaMarin·
@JolyOnChain Cute 🥰 I had somebody staking my socials and messaging my mum ahahhaha
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Jolyon
Jolyon@JolyOnChain·
pretty disappointed at some of the most recent batches of scams send me some money and i'll get you some back tomorrow? my man needs to upgrade to next LLM model 😅 whats the worst scam attempt you've got recently?
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Erik Voorhees
Erik Voorhees@ErikVoorhees·
1. Yes DIEM is a liability of Venice, this is known and intentional. 2. The liability is constrained because supply of DIEM cannot rise materially (doing so would lock exponential amounts of VVV) 3. We (Venice) treat DIEM like any other cost of business. We spend money on marketing, on servers, on staff, on SaaS products, and on DIEM as a mechanism. 4. We could easily support it if all DIEM was used every day, but it's not. Only 80% is staked, and of that just under half tends to be used, so the real liability is lower than max liability. But again, we can easily handle the max liability and designed things around that limit. 5. Venice hasn't sold VVV (in fact we have more today in both numerical and percent terms than when it launched, despite total supply falling from 100m to 80m tokens). And still, Venice has already made more in its 20% cut of locked VVV emissions from DIEM minting than it has spent in DIEM-led inference. None of our modeling or intention *requires* any such revenue, however, and if VVV had fallen in price since launch then it'd be a loss to us, but that's fine and expected. We are not noobs to crypto volatility, and our mechanics have foundational economic justification (this doesn't make them risk free, but does constrain the risks to knowable curves and gradients). 6. *Why* does DIEM exist? Because we wanted to experiment with a new kind of inference mechanic, in which agents specifically can access zero-marginal-cost compute. It's new and nobody quite knows how to value it, that's how experiments work. The risk is quantifiable and bounded, so why not experiment? When VVV launched we first enabled VVV itself to grant the free access, but because of the variable price, supply, and inability to guarantee fixed quantities of allocation, it was too volatile to be useful for serious people needing inference over time. DIEM was drawn out of VVV to provide the stability ($1/day). To illustrate this point, if VVV granted fixed $$$ inference, then as VVV rose in value over time the link would become absurd and break the utility. DIEM can remain range-bound in price forever, and this is the expected state, though we don't know the range that the market will settle into yet. VVV is unbounded by any theoretical range, especially as we try to burn all of it, and thus could not be attached to a specific dollar amount of inference per period of time. 7. DIEM is a small part of Venice's business. It gets lots of attention (indeed that was part of the point) but is not existential or fundamental. Also have you tried the app yet?
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azeem
azeem@azeemk·
My biggest takeaway from Consensus in Miami this year is that I have to stop wearing soccer jerseys if I'm not willing to learn Spanish.
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AncaMM
AncaMM@AncaMariaMarin·
Today’s facts: It seems people dislike attractive women for no obvious reason. This isn’t another example of pretty privilege attention-seeking or emotional internet amplification. For instance Sydney Sweeney’s criticism for her outstanding performance in Euphoria has actually led to people disliking her in real life. I’ve seen her in so many great roles and I genuinely believe she’ll win an Oscar someday.
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mashal
mashal@arlery·
Taking a break from consensus cause we're finalizing our next epoch selection. lots to share soonnnnn. many cool things coming up at @OctantApp
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AncaMM
AncaMM@AncaMariaMarin·
My two cents on the macro for this week: Strong earnings from tech partially offset by high AI capital expenditures. US interest rates are high (20-year over 5%), with potential for a cap in rates. Geopolitical tensions (Iran war, Gulf skirmishes) impacting markets. Crypto market (BTC) seeing local highs, driven by AI equity rallies. Low volatility in crypto, favoring low-conviction long positions (e.g., call spreads). People keep chatting about Micro strategy Earnings: Considered unlikely to have a significant market impact as Microstrategy primarily acts as a BTC holding company, not generating traditional corporate earnings. Their holdings are already public.
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Liminal
Liminal@liminalmoney·
Introducing limUSD The USD Expression of Hyperliquid's Native Yield. A single yield-bearing token that automatically captures the most attractive opportunities across all of Hyperliquid's yield sources. Let's dive into limUSD and how it works 👇
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azeem
azeem@azeemk·
I might be too strung out on compliments/ Overdosed on confidence/ Started not to give a fuck and stopped fearing the consequence.
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Brave Romania
Brave Romania@brave_romania·
🇷🇴 Romanian teams just made history They swept the top 4 places at the World Robotics Championship in the USA: • 1st: Velocity Robotics Team (Brăila) • 2nd: Hearts of RoBots (Buzău) • 3rd: Quantum Robotics (București) • 4th: AI Citizens (Focșani) Absolute domination. Romania is proud! 🚀
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