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@TraderZen4269

Journal and reflections on trading, crypto and defi. Not financial advice

Katılım Haziran 2023
1.9K Takip Edilen70 Takipçiler
Zen
Zen@TraderZen4269·
@crispheaney @cindyleowtt How would this affect makers providing jit liquidity currently? Presumably nothing change in regards to jit?
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Zen@TraderZen4269·
@imotw2 Do you find any good quant substack at all BTW? Looking for recs, I've tried 2-3, they're all pretty bad
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otw2
otw2@imotw2·
Don't pay for this bullshit. He doesn't even get the math right😭
otw2 tweet media
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Fascinating
Fascinating@fasc1nate·
There were once two boys who grew up in the ‘mean streets’ of New York, born one year and a few blocks apart. They weren’t from the poorest families but they were far from rich. One of the boys was fully Italian, the other had an Italian father, and an Irish mother. Growing up, they saw ‘wiseguys’ and made men and gangsters in the street. They saw the gangs, even had friends who joined them... their early childhood was Goodfellas. One of the friends was the son of an actress-turned-seamstress. The other was the son of a painter who had left his wife because he was gay — his mother had been an artist. Not surprisingly, both kids inherited the ‘artistic gene’ from their parents and, from their fathers’ humble immigrant origins, a strong drive to make it in the world. The two boys grew into men and went their separate ways. They met again in their twenties. The half-Irish one, the tallest and most handsome of the two, had gone to acting school and was now an actor known as Robert De Niro. His friend, a creative fellow but too short for leading man status, was Martin Scorsese. Scorsese wanted to recreate the world they had grown up in and make it come to life for a young audience largely unfamiliar with it. Mean Streets. Taxi Driver. Raging Bull. The King of Comedy. Goodfellas. Scorsese directed movies. De Niro acted in them. As it turned out, Scorsese was a damned fine director, and script writer. De Niro was a damn fine actor. They would come to define cinema in many ways, and put their mark on the genre of mafia films and organised crime drama like no one else before them, and no one else after.
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Zen@TraderZen4269·
@GluexProtocol How about PMM fee payment to aggregator ser? Seems to me also a significant revenue drivers for the aggregators
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Zen@TraderZen4269·
@AgustinLebron3 @Jadam2122 Was there some kind of test that they are ranked on or you just mean you think he's not that good based on your experience interacting with the class
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Agustin Lebron
Agustin Lebron@AgustinLebron3·
@Jadam2122 I was one of the people running the program he was in.
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Agustin Lebron@AgustinLebron3·
SBF was *not* one of the best traders at Jane Street. Not even close in fact.
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Zen@TraderZen4269·
@bennpeifert Orats definitely has, and got some reddit discount too for retail, long time user
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Benn Eifert 🥷🏴‍☠️
Benn Eifert 🥷🏴‍☠️@bennpeifert·
someone asking me if there are retail-investor-accessible web analytics services that include option-implied earnings moves for stocks. anybody know?
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Zen@TraderZen4269·
@0xBreadguy ser, the soulbound nft concept is cool and different from the typical airdrop, but 5k NFT for 80k people is too much competition. If the logic is for rewarding people who are active on chain, should we not have more NFTs ? Nothing worse than gas and clicking war in FCFS
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bread.mega
bread.mega@bread_·
For those who don't like long text: "This [5%] allocation is dynamic—designed to increase as the NFT collection evolves."
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Zen@TraderZen4269·
@_spacecoyote_ @bennpeifert Probably only worth reading if you have context and is invested in the story of how he got to where he was, insider looks of the blow up and what happened since. Don't think your average trader / finance people will gain much from reading it otherwise
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Zen
Zen@TraderZen4269·
@_spacecoyote_ @bennpeifert Wrote a book where he said he will open up a new fund. I just finished the book........
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Zen@TraderZen4269·
@MikeFritzell is it vegetarian though ? i need some meat
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Zen@TraderZen4269·
@SiloIntern happened to the best of us :)
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Silo Intern
Silo Intern@SiloIntern·
Sonic Points, Gems - What does it all mean? Today your favourite intern is going to break down Sonic's new incentive program and how you, beloved reader, can hope to capitalize. For those without a rulebook it CAN BE HARD... ...so hold my hand once more. 👇
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Zen@TraderZen4269·
@SiloIntern Ser, the table above seems different from what on their web? usdc is 5x in their docs for example
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Silo Intern
Silo Intern@SiloIntern·
👉 Points - Base Points To start earning points, all you have to do is HOLD specific tokens. Not all tokens are created equal, with some assigned a multiplier. For example, $1 in scUSD will earn 3x more than $1 in USDC so KEEP AN EYYE ON THIS. 📚: #whitelisted-assets" target="_blank" rel="nofollow noopener">docs.soniclabs.com/funding/airdro…
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Zen@TraderZen4269·
@henrythe9ths Would like the AI guide, Henry, thanks
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Henry Shi
Henry Shi@henrythe9ths·
There's a shocking fact about AI that nobody tells you: You can catch up to the public AI research frontier in just 2 weeks. Yes, really. I've built a $150M annual revenue startup over the last 8 years and If I were to start a company today, I’d drop everything and go all-in on AI. But like many busy software builders, I felt lost—overwhelmed by the noisy, crowded and fast-moving modern AI landscape. And I wasn’t alone. So I spent my entire holiday diving deep into AI research—reading 30+ papers, watching hours of lectures, analyzing trends, and catching up to the research frontier. ✨ Here’s what I learned: - You don’t need months (or years) to catch up. - You don’t need a PhD or decades of ML experience. - You need fewer than 20 papers and 2 weeks to understand the major breakthroughs shaping AI today. It's because the technology is extremely nascent and most techniques that came before are no longer relevant: - ChatGPT is barely 2 years old and Transformers are only 7 years old. - Most game-changing discoveries happened within the last 4 years, driven by a few breakthrough ideas, scaling laws, and efficient matrix multiplication. The biggest secret? Many groundbreaking AI papers with thousands of citations are surprisingly simple and applied, like adding "let's think step by step" to the prompt, or simply asking the LLM over and over again to improve its answer (Self-Refine). I realized there are tons of founders and builders in the same boat—wanting to dive deeper into AI but unsure where to start. I've created an essential AI Guide that helped me catch up, in just 2 weeks, to the frontier of public AI research to figure out where the next opportunities and gaps were: - Curated list of only the most important papers - Simple explanations of key concepts - Clear pathway to understanding the frontier of modern AI It’s perfect for: - Founders expanding into AI - Builders wanting to innovate at the frontier of AI - Investors looking to separate the signal from the noise 👇 Want the full guide? - Like and Share this post - Comment "AI Guide" - I'll send you the complete guide (ps, I’m also teaming up with @VishalVasishth, co-founder of @obviousvc with @ev (focused on large-scale societal impact companies like Twitter, Medium, Beyond Meat), to host a small meetup to discuss what's working and needs to be solved in the AI stack in SF. Message me if you're interested)
Henry Shi tweet media
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Zen@TraderZen4269·
@Route2FI insane fragmentation, there is only one BTC, there are literally thousands of tokens just for one alt meta
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Route 2 FI
Route 2 FI@Route2FI·
$BTC is really at $96k, but altcoins are trading like it's a deep bear market.
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Zen@TraderZen4269·
@JO_wintermute are we on bad news is good news regime you reckon ? market rally as jobs data gets worse ?
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Jake O
Jake O@JO_wintermute·
BBG's whisper for Friday's NFP is already predicting 268k vs 160k exp.... The FED placed importance on the strength of the US economy/inflation @ Dec's meeting, and this will be the starkest indication of where 2024 closed. 10s with a 5 handle gets interesting & I expect data sensitivity going forward.
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Zen@TraderZen4269·
@0xENAS what's your typical holding period ser ? and what time bar you used primarily ?
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Zen@TraderZen4269·
@choffstein gotta throw more sophisticated sounding jargons, else people start to think they can do it themselves
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Corey Hoffstein 🏴‍☠️
REX Shares tried this years ago with "gold hedged S&P 500," which is just the S&P 500 with gold futures. Product doesn't exist anymore. Probably would've been better off saying "S&P 500 + Gold" instead of "Gold Hedged."
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Corey Hoffstein 🏴‍☠️
These are literally a direct copy of STKd and One+One funds, but trying to be cute by saying "bitcoin hedged." A "short USD / long Bitcoin" position is literally just long Bitcoin position when it's denominated in USD. This is just buying BTC futures.
Nate Geraci@NateGeraci

ProShares files for S&P 500, Nasdaq-100, & gold ETFs denominated in btc… Basically a long position in underlying stocks or gold & then a short usd/long btc position using btc futures. I’m calling these btc hedged ETFs. Bitcoin is starting to eat tradfi.

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