Jack王
207 posts
链上金融的下一章，由每一个想建造市场的人共同书写。 今天，我们正式发布 Exchange OS 白皮书：未来，任何人都能开自己的市场：现货/永续合约/预测以及更多。 基于 X Layer 构建，打通链上与交易所世界。 6 月，OKX 自营的第一个 Exchange OS 市场即将上线。来自 OKX CEO @star_okx 的一封信⬇️
我入圈晚，那时候没听说过白龙王，倒是现在的憨巴龙王在微博当时输出质量很高，大家也比较认可，早期还整理了不少他的帖子，午饭这波发言没看懂，你给别人瞎扣什么帽子呢？
官方的报告图中几乎澄清前几天幽灵订单导致普通用户下单失败率接近 30%，可以解释用户的抱怨也达到了峰值。希望 V2 的修复一切顺利。
我这几天沉迷于研究我的山寨币模型，然后刷了一下推，发现几乎人手一个妖币雷达，如果是可以公开的或者是AI的这个雷达，需要多思考思考，因为要知道这种妖币本质上就是跟庄博弈，所以散户应该怎么玩 1、跟庄：也就是根据这些信号，判断庄要跌要涨，跟庄开一个方向蹭车，这种一般是小资金也不影响盘面 2、跟庄做对手盘：知道庄要干啥，大资金上去让庄不好受，或者提前把庄意图说出来，比如喊单扰乱庄思路的，这种一般资金较大或者影响力较大能带动大资金 3、自己当野庄：底部开完单，然后大资金或者靠影响力来影响方向 需要注意的点 因为还是那句话，散户是在明的，所有操作基本上庄都看得见，可能同样的数据在不同的阶段是有不同的走势的，因为所有策略都公开了，庄也要改变打法，比如： 一个kol，之前喊单都是涨，这次喊单你以为还会涨，结果庄就这时候来砸盘干你 之前费率-2极端的情况下，一般来说还要拉，但是现在可能要洗很长时间让你受不了下车了再拉 所有AI能总结出来的指标，庄都看得见，随时可能改变手法来虐这些看数据的，跟meme时期猎杀喜欢抓庄的人一样。 我是天才交易员，我今天又赚钱了。
Polymarket 今早更新了 Geoblock 文档，日本 IP 的前端网页进不去了。 群里一上午都在讨论是不是 API 也一起封了。翻完官方文档，分级才是关键。 PM 这次把地区限制拆成两档： • 仅前端受限 — 网页进不去，SDK/API 下单照常 • 完全受限 — 全链路都挡 日本被归到第一档。实测： • 前端 UI：今天起访问不了 • API 下单：照常 • Proxy wallet 直接转账 + activate 资金：没受影响 • 土耳其 IP 可完整访问前端作为兜底 下次看到 PM 地区封禁消息，先去 docs.polymarket.com/api-reference/… 翻一眼分级表再判断影响面，别只看网页能不能打开。 --- 这类 PM 平台细节每天在我社群里被实测、讨论、复盘，我把精华总结到频道： 💬 讨论群 t.me/runesgang 📡 每日精华频道 t.me/runesgangalpha 🔗 想自己扒数据研究地址 → Polymarket 入口 polymarket.com/?r=tggroupdige…
This is my 3rd week as VP of Engineering DeFi at @Polymarket , and I'm going to be straight: the traction @Polymarket has seen has massively outpaced our infrastructure, and we haven't done nearly enough to scale to keep up. I hear you, and fixing this is our entire focus. We're a major company now, and we need to engineer like one. Here's exactly what we're doing: - Onchain data latency. We're working on making this near-instant so the experience is incredible. - Chain migration. We need more block space, cheaper gas and much smaller block times so settlement is instant. - Transactions are getting cancelled. We understand this is one of the most frustrating issues right now, and we have a complete fix coming very soon. - Massive focus on the website to make it faster, more responsive, and with better UX. - We added observability everywhere. Proper alerting so we catch issues ourselves, market makers should not be the ones telling us something is down. That's been unacceptable, and we know it. - E2e tests throughout, starting with the CLOB, so issues get caught in CI before anything ships. - CLOBv2 is not a rewrite. It won't improve performance or stability on its own; it's an upgrade that unlocks us to move fast right after. We'll do better with communication next time. - We are rebuilding the CLOB from the ground up. Most important thing we're doing. Without it, we can't be the best DeFi exchange in the world. We know it, we're on it, it's mission critical. - Unified TypeScript SDK for all APIs, which is shipping soon. - Unified API. One WS connection for everything, with a schema that's actually readable. - New Polymarket contract in the works that unlocks things that are simply impossible on the current protocol. - New hires: Head of QA Automation, Head of Dev Tooling, Head of Internal Tooling, Head of Data Engineering. - Smaller, dedicated teams. Fewer focus points per person, clearer ownership. People do what they're good at and are accountable for it. - Working closely with customer support to give them real debugging tools so any user issue gets properly diagnosed, not lost. - Proper communication with marketing and market makers so everyone knows what's coming and when, and MM can submit feature requests with a clear path to get them into engineering and shipped. - Working with 4 security teams daily to ensure we're super secure and that funds are always safe. - Perps incoming. Brand new contracts and a backend built from scratch in Rust. We're proud of this one. - A lot of other fixes are running in parallel right now. Starting next Friday, I will be posting weekly engineering updates. I joined because I genuinely believe in what @Polymarket is trying to do. @shayne_coplan built this so the world has somewhere to go to find out what's actually going to happen, not what the media thinks, not what a pundit says, but what thousands of people are willing to put money on. But right now, our engineering isn't living up to that. We've let people down, and I'm not going to dress that up. I came here to fix it, and that's exactly what we're going to do. The next few months are going to speak for themselves. Stay with us.