Derek Wai 🐧

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Derek Wai 🐧

Derek Wai 🐧

@DerekWai

Founder and Chief Ape Officer @arrokothv & @Guild_22. Proud member of @Pudgy_HK and MILF Club (Man I Love Fish Club). 15+ vol trading @ Tardfi. NFA

Hong Kong Katılım Haziran 2012
830 Takip Edilen418 Takipçiler
Derek Wai 🐧 retweetledi
fejau
fejau@fejau_inc·
Think one of the reasons that everyone is talking about using Ai agents but critics say we’re not seeing much new releases is because for the first time we’re seeing product development that is contextual to an individual and not commercialized. I’ve been having a blast building all kinds of dashboards/tools that are useful for my life but they’re all contextual to me as an individual and I have no motivation to try and make any of it publicly available That feeling of individual contextual work flows is new and so it’s much more interesting and excited to iterate with that than to try and create some commercialized product that is more generic
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Avi
Avi@AviFelman·
When I was 7 years old I was asked by my father what went into the price of a sandwich. Considering it carefully, I answered. The lettuce, the tomato, the bread and the meat. I did not consider correctly. I was short quite a few costs as my father was eager to point out. I had forgot the labor of the worker, the rent of the land, the marketing costs of the chain. I wasn’t seeing the full picture. Today we are all making a similar mistake with AI. We are not considering what cannot be considered. As foreign to the 7 year old as these excess charges were, so are the downstream affects of AI. In 1850, if you had told a teamster that his horse and carriage would soon be obsolete, he would have envisioned a world of mass starvation for men of his skill. He could grasp the concept of a faster carriage, but he could not conceive of the interstate highway system, the suburban real estate market, or the roadside motel industry. These were not just new products; they were an entirely new social architecture. We are currently in the teamster’s shoes. We see AI automating the ingredients of our current economy—the writing, the coding, the data entry—and we fear the void. But history shows that humanity doesn't fall into the void; it builds a floor over it. Karl Marx looked at the dark satanic mills of the 19th century and saw a terminal point. He argued that as the means of production became more efficient, capital would consolidate and labor would become a worthless commodity. He believed capitalism would eventually eat itself because it would run out of things for people to do. Marx was wrong because he viewed human utility as a fixed pie. He didn't understand that technology doesn't just subtract labor; it changes the nature of what we consider valuable. When the mechanical loom made fabric cheap, we didn't stop buying clothes. Instead, we invented the fashion industry. We created brand management, retail psychology, and textile engineering. We moved from a world where everyone owned two outfits to a world where millions of people are employed in the cycle of seasonal trends. In the age of the steam engine, "handmade" was a sign of poverty. Today, it is a luxury. We are already seeing a shift where the human touch—the artisanal, the face-to-face, and the physically present—is becoming the high-margin sector of the economy. Every time we automate a simple task, we move the human to a more complex one. We didn't stop needing accountants when Excel was invented... we simply started asking accountants to perform much more sophisticated financial modeling. The 7-year-old misses the rent and the marketing because they are abstractions. Similarly, we struggle to see the jobs of 2040 because they rely on problems we haven't even encountered yet. We might see the rise of Personal Data Stewards, who manage the interaction between our private lives and public AI models, or Reality Architects, who ensure that the virtual spaces we inhabit are psychologically grounded. The world works itself out because humans are fundamentally restless. We do not tolerate a vacuum of purpose, we seek higher function always.
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Murphy
Murphy@Murphychen888·
史诗级!天量亏损盘出现! 2月5日,BTC实体调整后的已实现亏损达到创历史记录的32亿美元。看过了这个,那前面的都是小卡拉米。 无论是Luna暴雷、FTX倒闭还是312/519这些黑天鹅事件,都未曾引发如此大规模的亏损出逃。 2025.11.21 也曾有过一次,但因当时Coinbase整理钱包事后数据做了调整。而这一次,应该是真的恐慌了..... 看来“世界记录”就是用来被打破,真的好多年没见到大饼在没有黑天鹅事件发生的前提下会如此跌法。 我想,历史会记住这一天! (有些小伙伴认为应该用币本位来统计,这是认知误区。BTC的价格是动态的,只有统计美元价值,才是衡量当时市场恐慌性承压的唯一标准)
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Murphy@Murphychen888

恐慌盘出逃! 昨天,BTC链上“实体调整后的已实现亏损(EARL)”—— 剔除了同一实体间内部互转的行为 —— 其规模高达13亿美元。 虽然比2025年11月21日BTC急速跌至$85,000时产生的18亿美元的EARL要小很多,还算不上是天量级,但即便是放在过去十年历史中,BTC单日EARL能超过10亿美元的次数也屈指可数。 (图1) 话说也只有在熊市背景下,才能逼出这么多恐筹码。然而,恐慌盘出清也能让正处于下跌趋势中的BTC,获得来之不易的喘息之机。抛压减少有利于短期内暂时企稳,也就顺理成章的形成反弹预期。 另外,随着BTC的筹码集中度从1月28日16%的高位,降至昨天的8.7%,意味着因筹码结构上局部过于密集而引发价格大幅波动的概率正在减小。 (图2) 当然,放大波动的因素有很多,包括合约杠杆清算、期权Short Gamma状态、市场流动性匮乏等等,而筹码集中度只是其中之一(这里也只是强调因该原因引发的波动,而不是说其他原因不会有)。 波动变小,恐慌盘出清都是为价格企稳,短期反弹创造有利条件,但至于是强是弱,那就是另外一回事了,还得看需求和势能有多少。 ----------------------------------------------- 以上仅作为学习交流,不作为投资建议!

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Elon Musk
Elon Musk@elonmusk·
For quality of life, it is better to err on the side of being an optimist and wrong, rather than a pessimist and right
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Pudgy Penguins
Pudgy Penguins@pudgypenguins·
Introducing the OpenSea OG and OpenSea Penguin Soulbound Tokens. These SBTs commemorate two sets of individuals who used @opensea’s marketplace to purchase Pudgy Penguins or Lil Pudgy NFTs. More info and how-to-claim below.
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Pudgy Party
Pudgy Party@PlayPudgyParty·
Did you get the Early to the Party SBT? We're trying to see something 🐧
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Derek Wai 🐧@DerekWai·
Finally got my hands on Pudgy Penguins PSG1
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Shaw (spirit/acc)
Shaw (spirit/acc)@shawmakesmagic·
Eliza Cloud has been doing pretty well, we're going to start up the buyback program How do you feel about strategic vs programmatic buybacks? Are there any good examples of either working, and how do those teams disclose / publish?
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Pudgy Penguins
Pudgy Penguins@pudgypenguins·
Pudgy Penguins will be wrapping Sphere… See you Christmas week 🐧
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FOX Sports: MLB
FOX Sports: MLB@MLBONFOX·
GEORGE SPRINGER GO-AHEAD HOME RUN IN GAME 7 WOW!!!
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Benson Sun
Benson Sun@BensonTWN·
幣安快速賠付 2.8 億,這點值得肯定, 但一些關鍵問題,不能就這樣一筆帶過。 USDe、BNSOL、WBETH 下跌在前、脫鉤在後,這沒問題。問題在於——為什麼在 5:20,幣安多個現貨價格會同時遠低於其他交易所? 是否如官方所說的「平台個別功能模組短暫卡頓」, 導致造市商報價與掛單系統在短時間內失靈? 若是如此,那這次事件的成因,就不只是市場波動,而是交易系統的穩定性問題。 幣安的市占最大,整個市場的定價都繞不開它。 其他平台的永續合約標記價都有幣安現貨的權重。 所以當幣安現貨價格異常崩跌,其他交易所的合約價格自然被拖下水。 沒有幣安那一瞬間的極端價格偏差,就不會有這次歷史級別的大清算。 312 是 Covid 黑天鵝,519 是槓桿過高,這些老玩家都認了。但 1011 不一樣。這次更像是因頭部交易所的技術性事故,引發的連鎖錯殺行情。 大市值山寨幣一小時內能跌 60%,這和「拔網線」或「下幣」有什麼差別?這能怪散戶高槓桿嗎?許多拿著低位倉、甚至只開 1~2 倍的老手,也被連環清算。 事發當下,系統卡死、保證金轉不出去, 只能眼睜睜看著幾年的積累在幾分鐘內灰飛煙滅。 不止散戶,許多造市商也受重傷,只是礙於立場不便多言。不少 delta neutral(中性對沖) 策略,因現貨與合約價差過大被爆倉,或空單被提前 ADL、多單裸奔,造成極大損失。 這次事件是加密市場有史以來規模最大的單次清算潮。 幣安身為行業龍頭,有責任在事後出具完整的技術報告,清晰解釋當時現貨報價為何會遠低於同行、系統卡頓的具體環節與原因。 若這件事始終缺乏合理、透明的說明,受傷的將不只是這批場內玩家 ,而是整個加密產業的信任基礎都將動搖。
Yi He@heyibinance

市场有第一类FUD:币安宕机,事实:在事件期间,币安核心合约和现货撮合引擎及API交易均保持稳定运行。经数据统计,币安平台处理的强制平仓金额占总交易量比例处于正常低位,表明本次波动主要由市场整体行情推动。 在极端行情期间,2025年10月11日05:18(东八区时间)后,平台个别功能模块确实出现了短暂卡顿,并且部分理财产品因行情剧烈波动出现了脱锚,对于这些问题,币安也绝不会掩盖和逃避。 第二类FUD,平台脱锚导致的市场下跌:事实:经复盘确认,下跌在前,脱锚在后,对于脱锚带来的影响,在赔付流程中,目前事件发生后24小时内即启动并完成了针对脱锚事件受影响用户的相关赔付已经超过2.8亿美金。 第三类FUD,极端插针收割,事实:合约的平仓、爆仓为标记价格,可以站内搜索一下什么是标记价格,币安部分代币的极端价格合约标记价格会剔除。 我们的问题不会甩锅,在下跌期间有操作的后台都有记录,赔付目前还在继续。 对于市场波动亏损和未盈利亏损不做赔付。 市场波动较大建议不理解风险,不熟悉规则的朋友选择理财、广场撸毛、alpha等产品开始熟悉。 你总是可以相信币安。

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ah kek
ah kek@ahkek4·
Big update 🚀 We’re expanding our intel dashboards beyond $PENGU — next up, $BONK @bonk_inu Our Abstract NFT mint closes in 3 days (Oct 14, 00:00 UTC) OG minters will be heavily rewarded — including the airdrop of [redacted] 👀 Mint now: pengu-insight.nfts2.me
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FOX Sports: MLB
FOX Sports: MLB@MLBONFOX·
Vladdy Jr. just did "DAAAAAA YANKEES LOSE!" 🤣
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ah kek
ah kek@ahkek4·
July $PENGU pump wasn’t random — it was Abstract season Whale & shark holders on @AbstractChain grew exponentially right in sync with price 🚀 This is the type of chart I want to keep highlighting on my dashboard: pengu.keklytic.com
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Collector Crypt
Collector Crypt@Collector_Crypt·
📦 We buy cards at scale. $ Millions for wholesalers, eBay, and massive collections. Enter our ecosystem at 85–90% of market price. When cards leave our ecosystem, they exit at full market price. That spread (buy vs sell) → 100% into the token treasury. (1/5)
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cjft
cjft@_cjft·
A special child was born, sworn into secrecy, hidden from council, raised by the royal Eliza guard. His destiny is our birthright, to conquer the known empires of the metaverse and bring glory to the kingdom. All hail ELI5.
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Lookonchain
Lookonchain@lookonchain·
The trading volume of $PENGU on #Upbit is skyrocketing, exceeding $DOGE's trading volume on #Upbit. Yet $PENGU's market cap is still less than 1/13 of $DOGE’s. Koreans keep accumulating $PENGU.
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Luca Netz 🐧✳️
Luca Netz 🐧✳️@LucaNetz·
Drop your wallet below if you're a member of the $PENGU platoon 👇
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