sigma (poor arc)

10.7K posts

sigma (poor arc) banner
sigma (poor arc)

sigma (poor arc)

@Sigma_NFA

Why you care? Katılım Aralık 2021
5.9K Takip Edilen1.6K Takipçiler
Sabitlenmiş Tweet
sigma (poor arc)
sigma (poor arc)@Sigma_NFA·
I expect bottom from April 22 -Nov 22 #btc
English
12
2
27
0
sigma (poor arc)
sigma (poor arc)@Sigma_NFA·
Do you believe $SUI will make a Solana type run next cycle(like sol 2022-2024) or will mimic avalanche and near (dead)
English
0
0
1
88
sigma (poor arc) retweetledi
Abhishek B R
Abhishek B R@abhitwt·
POV: you’re a developer in 2026😂
English
148
365
4.2K
1.7M
moon shiesty
moon shiesty@moonshiesty·
engineering is about managing tradeoffs tradeoffs will always exist between decentralization and performance the role of any engineer building trading applications in 2026 is to pick a spot on the de/centralization spectrum that works for their target users and then mitigating trade-offs for example, hyperliquid choose to physically centralize in Tokyo while incrementally increasing the size and decentralization of their validator set and eventually decentralizing perp market management (HIP-3) hyperliquid further managed trade-offs in performance vs a fully centralized venue with maker prioritization there is a set of traders who's needs require a more centralized or decentralized product than hyperliquid offers. while hyperliquid has found market fit, there are still clearly traders and institutions who prefer a binance or solana L1 i think the product im building has found a compelling place on the de/centralization spectrum which manages tradeoffs in a novel way that is compelling for users, especially those who are still locked into fully centralized exchange ecosystems like binance solana L1 as a fully decentralized L1 should target the cohort of traders who need a fully decentralized system and engineer solutions to mitigate performance and gas tradeoffs for example, application-specific sequencing is a good next step for solana to give protocols more levers to mitigate performance trade-offs batch auctions with a uniform clearing price are another interesting market structure that could mitigate problems caused by batched block production what won't work is trying to replicate the market structure of hyperliquid - can't be done on a globally distributed, decentralized L1
mert@mert

talk on solana perps is weirdly mid curve the validator client, the scheduler, and microstructure are 90% of the focus but those, even if executed perfectly (they won't be) are entirely insufficient HL is already the leader to compete, you can't just match what exists, you need to be at least 5x better on a set of dimensions that matter for the end user while also catching up on distribution the non-academic problems are much, much harder to solve for than geeking out on engineering design

English
3
2
20
3.2K
Claude
Claude@claudeai·
You can now enable Claude to use your computer to complete tasks. It opens your apps, navigates your browser, fills in spreadsheets—anything you'd do sitting at your desk. Research preview in Claude Cowork and Claude Code, macOS only.
English
4.8K
14.5K
138.8K
73.9M
Kostas Kryptos
Kostas Kryptos@kostascrypto·
I’ll encrypt a $100K worth Sui wallet key using a Seal 🦭 decentralized key management committee; if you can break it, the funds are yours.
English
164
74
709
53.2K
Ignas | DeFi
Ignas | DeFi@DefiIgnas·
Gotta say sorry to Monad: I FUDed it after the launch for failing to attract TVL, dapps, and users, especially after such a hyped TGE. I also thought MegaETH’s successful launch would put even more pressure on Monad. Yet MegaETH’s slow growth is a redemption for Monad. It’s fair play for both when the market rebounds. I also think Monad could explore more incentive campaigns. Especially because MegaETH’s points campaign should launch soonish too.
Ignas | DeFi tweet media
English
108
14
370
93K
apoorv.eth
apoorv.eth@apoorveth·
Tempo did what ETH failed to achieve Smooth AA UX without the complex mess that devs face on evm
English
43
2
163
49.5K
sigma (poor arc) retweetledi
GOP
GOP@GOP·
Vote the pro-peace ticket. Vote Trump-Vance 🇺🇸
GOP tweet media
English
4.5K
5.9K
11.9K
15.3M
sigma (poor arc) retweetledi
Protect Kamala Harris ✊
Protect Kamala Harris ✊@DisavowTrump20·
They called him “Sleepy Joe” because you could sleep at night when he was President.
Protect Kamala Harris ✊ tweet media
English
981
2.8K
30.2K
569.4K
Andy
Andy@andyyy·
RETURN TO FUNDAMENTALS.
English
16
1
78
3.6K
sigma (poor arc) retweetledi
Sooraj
Sooraj@SoorajKSaju·
Here's my thesis on Aftermath and Sui: if @AftermathFi Perps succeeds, @SuiNetwork and SUI token holders succeed. Here's why: Aftermath Perps is now almost 6% of all Sui network activity with just 9 markets. dune.com/airtx/aftermat… To give you some perspective @DeepBookonSui is at 7%. dune.com/queries/594682… And to understand why that number is significant you need to understand why most perps protocols would never produce a comparable figure. The standard model since dYdX is offchain matching engine, onchain settlement. The matching happens on a centralized server. Only the fills touch the chain. When the matching engine runs offchain, the chain never sees the order flow. A trader submits an order, it goes to a centralized server, gets matched, and only the resulting fill gets written onchain. Every order placement, modification, and cancellation that happens before a fill is invisible to the chain. A market maker posting and canceling thousands of orders per minute generates zero onchain activity until a fill occurs. The top perps venues by volume regularly report hundreds of millions to billions in daily trading volume. The onchain transaction count for that same activity is a fraction of what those numbers imply. The volume figure counts matched notional value. The onchain transaction count only reflects what the settlement layer processed. The gap between those two numbers is where most perps protocol activity disappears. On Aftermath, that gap does not exist. Every order placement, modification, cancellation, and fill runs through Sui's validators. None of it disappears into a centralized server. The matching engine is the chain. That is why 6% at 9 markets is the right number to watch. Every market Aftermath adds is directly additive to Sui's base layer metrics. In a sense, the protocol and the L1 share the same growth function. Most chains cannot support this architecture because the gas economics of maintaining an onchain order book destroy market makers before liquidity develops. But Sui is an entirely different beast and the architecture makes it possible to run an order book fully onchain. If Aftermath becomes the breakout perps venue in this cycle, the direct beneficiary is SUI the token. Not indirectly through sentiment or ecosystem narrative. But in a very direct way. More order flow means more onchain transactions means more validator fee revenue means more demand for SUI as the gas asset. The architecture makes the token accrual almost mechanical. Aftermath is approaching DeepBook-level network share with JUST 9 markets. DeepBook is Sui's native liquidity infrastructure. Matching it in transaction share as a perps venue is A HUGE THING. Every market Aftermath adds from here is directly additive. IMO Aftermath is going to exceed DeepBook's network-share soon. And there is one more thing worth saying. The most persistent criticism of Sui has been that only Mysten Labs' own applications can succeed on the network. That the L1 only works if Mysten is building the application layer too. Aftermath kills that argument. It is an independent team, an independent protocol, and it is competing with native infrastructure for network share on its own merits. If Aftermath becomes the breakout perps venue this cycle, it does not just validate the architecture. It validates the ecosystem. It tells every builder evaluating where to deploy that third-party applications can win on Sui without Mysten behind them. That narrative shift matters as much as the transaction volume. The best outcome for Sui is not Mysten winning. It is the ecosystem winning. @AftermathFi is one of the clearest signals that this is actually happening.
Sooraj tweet media
Aftermath Finance (🥚, 🥚)@AftermathFi

AF ATH

English
5
11
71
4.2K
sigma (poor arc) retweetledi
Sooraj
Sooraj@SoorajKSaju·
I asked @vanxan, founder of @umiapp_ , what makes him most bullish on @SuiNetwork This is what he said: "You could take @ikadotxyz over to Solana. You still can't get the level of coordination you can get on Sui." Full podcast coming soon.
English
8
16
69
3.3K
Matteo
Matteo@matteodotsui·
Sui OG badges: Silver, graphite, gold What’s your favorite?
Matteo tweet media
English
51
5
151
6.2K
sigma (poor arc) retweetledi
Wide Awake Media
Wide Awake Media@wideawake_media·
Julian Assange: The goal of war in the Middle East is "to wash money out of the tax bases of the United States, out of the tax bases of European countries... and back into the hands of a transnational security elite." "The goal is to have an endless war, not a successful war."
English
113
3.5K
11.6K
516K