David_AI

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David_AI

David_AI

@David_MetaWorld

AI or nothing

Katılım Ekim 2021
3.2K Takip Edilen4.1K Takipçiler
David_AI
David_AI@David_MetaWorld·
$Rave 启发全员部署自己的Vibe trading系统 也算是少有的积极影响 用推特上的教程蒸馏给AI 然后AI来监测市场异动 AI工具盯盘+vibe code手捏按自己策略去跑的交易Agent Vibe coder之后,Vibe trader的时代来了 过去这一套叫量化,专业的金融师才能做。AI把这个门槛也降低了 主要坚信你的逻辑 就给AI吧
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币圈老司机🔶BNB
币圈老司机🔶BNB@Bqlsj2023·
现在完全不用装什么龙虾了 谷歌gemini上线了skill功能 你看到好用的技能,直接配置就行 需要时在输入框键入「/」或点击「+」按钮即可调用 我之前发过币圈最好用的几个skill功能,大家可以看看
币圈老司机🔶BNB tweet media
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David_AI
David_AI@David_MetaWorld·
@jason_chen998 原来流量不高的原因是道德底线太高了
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陈剑Jason
陈剑Jason@jason_chen998·
这几天一个名为Peter的“WLFI大使”亲自炮轰自家项目的推文一石激起千层浪,我比较好奇作为利益相关者为什么要Fud他自己的项目呢,于是我打开了他的推特主页后才又一次领悟到什么叫“出门在外身份都是自己给的😂”,一会是甲骨文副总裁,一会是LinkedIn总监,现在摇身一变又成WLFI的大使了,每天换一个身份,他的风格就是紧跟时事热点碰瓷全球知名公司,哪家公司如果发生了热点事件,就立刻以该公司核心人员的身份作为开头写一篇有鼻子有眼的自曝家门文章来博取流量。 当然苍蝇不叮无缝的蛋,WLFI这个事情主要导火索还是前段时间异常的抵押借款问题展开的一系列风波,尤其在熊市的情况下大家都成惊弓之鸟,毕竟很多前车之鉴摆在这里,这个事情做的确实比较鲁莽,目前还不知道项目方出于什么原因要搞这么一出,也自然会引发很多遐想和猜忌,好在钱已经都还回来了,后续看项目能不能出一个公告解释借贷行为,从而彻底消除市场的顾虑。
陈剑Jason tweet media
Zach Witkoff@ZachWitkoff

Peter, you lack a basic understanding of the facts here. There are too many to debunk but I’ll start with a few 1. You are conflating world liberty and the trump meme coin— they are completely unrelated 2. World Liberty has zero association with fight fight fight or CIC digital 3. Our early holders bought at $.015 and $.05, the price today is $.08 4. We don’t make “trading fees” our main product is a stablecoin which generates yield from treasury holdings. Our stablecoin is the second biggest genius compliant stable coin in terms of volume and market cap. Not a small feat. You should try to do a little more research before writing a 25 paragraph tweet.

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David_AI
David_AI@David_MetaWorld·
美联储开始要求美国银行说明私募信贷风险敞口——这才是最值得注意的信号。 贝莱德260亿的基金,赎回申请12亿,只兑付了6.2亿。黑石限制赎回,大概七成。Blue Owl能拿到的不到四分之一。石岭直接说只兑付11%。 1.7万亿美元的市场,合同全是双边协议,没有标准定价,流动性接近于零。想退出只有两条路:卖掉公开市场的股票仓去填窟窿,或者贱卖底层资产。两条路都是连锁反应的引线。 联储要银行自查,本质上是承认自己不清楚风险敞口在哪。 很多投资者其实不知道自己的钱间接绕进去了——就像P2P全面爆雷之前,很多人根本不知道自己买的"固收产品"底下装的是什么。 结局不一定一样,但这个节奏太熟悉了。
BITWU.ETH 🔆@Bitwux

🚨华尔街多家私募信贷基金陷入资金赎回踩踏危机,美联储已经开始要求美国银行说明私募信贷风险敞口—— 🔺贝莱德 260 亿美元的基金遭遇约 12 亿美元赎回,最终仅对其中约 6.2 亿美元予以兑付。 🔺黑石限制赎回,部分私募信贷基金仅兑付了约七成申请。 🔺Cliffwater 旗舰私募信贷基金近期遭遇大规模赎回申请。 🔺Blue Owl 宣布再度限制旗下一只基金的赎回规模,导致寻求退出的投资者实际到手金额不足申请金额的四分之一。 🔺石岭资产管理表示,近期赎回请求过高,仅会履行投资者想要赎回金额的 11%。 现在全球私募基金市场规模超过1.7万亿美元,且与主流金融体系深度关联; 私人贷款通常是双边协议,且缺乏标准化的定价机制,本身几乎没有流动性,只能抛售公开市场的股票或贱卖底层资产。 恐怖的是,很多投资者应该都并没有意识到自己已经间接参与其中。 这也就是华尔街,要是放在之前的国内的P2P行业,绝对会被定性为爆雷前兆了吧!

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David_AI
David_AI@David_MetaWorld·
@Bitwux 换了个马甲的P2P。名字不同,看看结局是不是一样🤓
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BITWU.ETH 🔆
BITWU.ETH 🔆@Bitwux·
🚨华尔街多家私募信贷基金陷入资金赎回踩踏危机,美联储已经开始要求美国银行说明私募信贷风险敞口—— 🔺贝莱德 260 亿美元的基金遭遇约 12 亿美元赎回,最终仅对其中约 6.2 亿美元予以兑付。 🔺黑石限制赎回,部分私募信贷基金仅兑付了约七成申请。 🔺Cliffwater 旗舰私募信贷基金近期遭遇大规模赎回申请。 🔺Blue Owl 宣布再度限制旗下一只基金的赎回规模,导致寻求退出的投资者实际到手金额不足申请金额的四分之一。 🔺石岭资产管理表示,近期赎回请求过高,仅会履行投资者想要赎回金额的 11%。 现在全球私募基金市场规模超过1.7万亿美元,且与主流金融体系深度关联; 私人贷款通常是双边协议,且缺乏标准化的定价机制,本身几乎没有流动性,只能抛售公开市场的股票或贱卖底层资产。 恐怖的是,很多投资者应该都并没有意识到自己已经间接参与其中。 这也就是华尔街,要是放在之前的国内的P2P行业,绝对会被定性为爆雷前兆了吧!
BITWU.ETH 🔆 tweet media
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David_AI
David_AI@David_MetaWorld·
美伊停火第一天 伊朗的要价单曝光了。 三个预测市场值得你下注 特朗普说十点条款大部分已经谈妥。制裁、资产解冻、美军撤出这些,大家都在看。但真正值得拆的是霍尔木兹过路费这条——伊朗提出由伊朗和阿曼联管海峡通行收费,阿曼目前只是调解方,没有任何公开迹象显示阿曼同意,这条还只是伊朗的要价,不是已落地的安排。但如果最终进了协议并有多边担保方背书,收费权就不只是谈判让步,是持续有财政意义的结构性安排——制裁可以重新加,军队可以重新部署,这个不一样。 对应Polymarket,现在三个市场值得分开看。 军事行动对伊朗结束 by May 31,94%。这个市场的解析规则是两周内美以不发动新空袭即为Yes,停火已经生效、美军已承诺暂停行动,94%定价的就是这件事。 ➡️polymarket.com/event/military… Trump宣布结束军事行动 by June 30,85%。注意这个市场问的是Trump宣布,不是永久和平实现——特朗普宣布结束行动主要取决于他自己的政治判断,和伊朗谈判进展、以色列立场是两件不完全重叠的事。85%这个数字贵不贵,取决于你怎么看特朗普在两周谈判结束后的政治动机。 ➡️polymarket.com/event/trump-an… 美伊核协议 by June 30才是真正值得盯的市场。美方要求零铀浓缩,伊朗说这是"压力下的投降",双方在核问题上的核心分歧没有动。条款曝光是新的定价锚,伊斯兰堡每一轮谈判进展都会触发这个市场重新定价。 ➡️polymarket.com/event/us-iran-…
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David_AI
David_AI@David_MetaWorld·
@CoinMarketCap Polymarket's fee revenue was zero on March 29. Seven days later it was a top-8 DeFi protocol.
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CoinMarketCap
CoinMarketCap@CoinMarketCap·
LATEST: 📊 Polymarket is now capturing 96.8% of all on-chain prediction market fees, earning $7.1 million in the first week of Q2, according to DeFiLlama.
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David_AI
David_AI@David_MetaWorld·
@PolymarketIntel x.com/David_MetaWorl… congrats for No.8 defi protocol
David_AI@David_MetaWorld

Polymarket's fee revenue was zero on March 29. Seven days later it was a top-8 DeFi protocol. The DefiLlama fees leaderboard has Polymarket sitting next to Circle, Tether, and Hyperliquid now — $365M annualized, a ranking most people associate with protocols that have been generating revenue for years, not one that flipped a switch six days ago. The Dune fee chart shows a near-vertical spike starting April 1, the kind of shape that usually means either a data error or something structural changed. It wasn't a data error. Polymarket's share of on-chain prediction market fees is 96.8% — every other platform combined is splitting the remaining 3.2%, which at that point is less a market and more a rounding error. Three days before these numbers appeared, ICE — the company that owns the NYSE — completed a fresh $600M cash investment in Polymarket as part of a $2B commitment, and what they bought in return was the right to distribute Polymarket's event-driven data to institutional clients. Retail is betting on outcomes. Institutions are buying the pricing data stream. The TVL chart tells the same story from a different angle: $432M, closing in on the $510M all-time high set during the 2024 US election — except this time there's no single election driving it, just tariffs, AI policy, geopolitics, a continuous feed of events worth pricing that doesn't stop between election cycles. Calling it a gambling site in April 2026 means choosing to ignore what's on those charts, and that's an opinion you're welcome to hold, but it's getting expensive. #Polymarket #Dune #DefiLlama

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Polymarket Intel
Polymarket Intel@PolymarketIntel·
Iranians formed a human chain at the Kazeroun power plant amid fears of potential U.S. strikes.
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David_AI
David_AI@David_MetaWorld·
Polymarket's fee revenue was zero on March 29. Seven days later it was a top-8 DeFi protocol. The DefiLlama fees leaderboard has Polymarket sitting next to Circle, Tether, and Hyperliquid now — $365M annualized, a ranking most people associate with protocols that have been generating revenue for years, not one that flipped a switch six days ago. The Dune fee chart shows a near-vertical spike starting April 1, the kind of shape that usually means either a data error or something structural changed. It wasn't a data error. Polymarket's share of on-chain prediction market fees is 96.8% — every other platform combined is splitting the remaining 3.2%, which at that point is less a market and more a rounding error. Three days before these numbers appeared, ICE — the company that owns the NYSE — completed a fresh $600M cash investment in Polymarket as part of a $2B commitment, and what they bought in return was the right to distribute Polymarket's event-driven data to institutional clients. Retail is betting on outcomes. Institutions are buying the pricing data stream. The TVL chart tells the same story from a different angle: $432M, closing in on the $510M all-time high set during the 2024 US election — except this time there's no single election driving it, just tariffs, AI policy, geopolitics, a continuous feed of events worth pricing that doesn't stop between election cycles. Calling it a gambling site in April 2026 means choosing to ignore what's on those charts, and that's an opinion you're welcome to hold, but it's getting expensive. #Polymarket #Dune #DefiLlama
David_AI tweet mediaDavid_AI tweet media
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David_AI
David_AI@David_MetaWorld·
Polymarket 4月搞了个500万刀体育流动性激励。 逻辑很简单:你挂有竞争力的限价单,Polymarket付你激励。 订单被成交,Maker rebate再进一笔。 两头都有钱收。 赌球的人在输给概率,做市的人在收两份钱。 → poly.market/liquidity @Polymarket @AskPolymarket @PolymarketMoney
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PredictTrader
PredictTrader@polymarketbet·
Is it possible to get a fees discount by paying in $POLY? @Polymarket
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Gold prices fall below $4,700/oz and silver prices fall below $73/oz after President Trump's speech on the Iran War.
The Kobeissi Letter tweet mediaThe Kobeissi Letter tweet media
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BRICS News
BRICS News@BRICSinfo·
JUST IN: 🇺🇸🇮🇷 President Trump says US is "going to hit" Iran "extremely hard over the next 2-3 weeks." "We're going to bring them back to the stone ages."
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The White House
The White House@WhiteHouse·
"Iran’s New Regime President, much less Radicalized and far more intelligent than his predecessors, has just asked the United States of America for a CEASEFIRE! We will consider when Hormuz Strait is open, free, and clear. Until then, we are blasting Iran into oblivion or, as they say, back to the Stone Ages!!!" - President Donald J. Trump 🇺🇸
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: US stock market futures extend losses to a new low of the day following President Trump’s speech on the Iran War. The Nasdaq 100 is now down -1.3%.
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Fox News
Fox News@FoxNews·
PRESIDENT TRUMP: “So to those countries that can't get fuel, many of which refuse to get involved in the decapitation of Iran — we had to do it ourselves — I have a suggestion." “Number one, buy oil from the United States of America. We have plenty, we have so much. And number two, build up some delayed courage.” "Go to the strait and just take it, protect it, use it for yourselves. Iran has been essentially decimated. The hard part is done, so it should be easy.”
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R A W S A L E R T S
R A W S A L E R T S@rawsalerts·
🚨#BREAKING: President Donald Trump has announced that the United States will take extremely strong action against Iran, warning that the U.S. is prepared to hit them extremely hard within the next 2–3 weeks that will put them back to the strobe age where they belong
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Eric Daugherty
Eric Daugherty@EricLDaugh·
🚨 IT'S OFFICIAL: President Trump confirms gas prices will plummet, stocks will SOAR as soon as the Iran war is over "We had to take that little journey to Iran to get rid of this horrible threat." "Gas prices will rapidly come back down. Stock prices will rapidly go back up."
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Masoud Pezeshkian
Masoud Pezeshkian@drpezeshkian·
To the people of the United States of America
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