Vincent_jx retweetledi
Vincent_jx
1.7K posts
Vincent_jx
@VceGoRGHP
Sell Low Buy High. Prev: @Galaxyhq @NorthwesternU
New York, USA Katılım Eylül 2014
1.7K Takip Edilen899 Takipçiler
今天是我在 @DonutAI 作为 full time 的最后一天。接下来会追求新的挑战。同时也会作为 advisor 继续 contribute Donut。
一个好玩的巧合是，在我做出这个决定的深夜凌晨，BTC插针6万。这也是我刚入行大批建仓转入冷钱包的价格。
像是一个温和的提醒：就像市场走过一个周期一样，我也在走向人生的下一个阶段。
回到 2023 年，彼时我还在英国投行工作，对 crypto 很好奇，但一直不知道该怎么真正进入这个行业。
于是我用年假从伦敦飞到伊斯坦布尔，去参加 ETHGlobal 和一些行业活动，想去看看去学习。命运之轮转动，在一个很随机的场合，我遇到了 @Chrizhuu 。
只聊了五分钟，他就问我：“要不要一起做事？”
我当时非常惊讶。没有任何行业经验的我，也可以为团队创造价值吗？
Chris 不断鼓励我，帮我看到自己的优势，也指出我需要努力的方向；我想探索什么、想推动什么，他都愿意放手让我去做、让我承担责任。
在团队的信任和支持下，我从一个懵懂的新人，在短短两年里成长到可以独当一面。
这两年多的时间里，我完整经历了 Sonic 的全周期：从早期筹备、融资、build、TGE，到 post-TGE。这份独特的经历开启了我的职业快车道。
后来转到 Donut，一个 AI-native 非常产品导向的项目。同时融资也超过 2200 万美金。很幸运能和一群最优秀的人一起工作，一起去探索那些看起来很疯狂的方向。
还想特别感谢 @yutongli27 相识六年的老友缘聚于此。情谊如金，山高水长。还有非常优秀的同事们 @Ru7Longcrypto @Mondiscool @alanssol @robinn_eth @CommanderCrypto @notkinsa @superjinjeong 向他们学习了非常多。和大家一起熬夜赶版本的日子，虽然累但现在回想全是宝贵回忆。
当然，总会有遗憾。但人生不需要追求完美，有时候小满就已经很好。这不是结束，而是新篇章的开始。
无论走到哪里，我都会带着在这里学到的一切继续往前。怀念，感恩。
接下来大部分时间在北美。欢迎朋友们来找我玩。
中文
Probably the best justification for why to build prediction markets on-chain.
With this roadmap anyone who seeks a predictive answer can effectively “outsource” the forecasting task to a market rather than hiring an individual or team to produce a forecast. With sufficient liquidity, the resulting prediction is arguable accurate since the market mechanism implicitly recruits a broader set of rational participants.
Two further questions are:
(i) what level of cost is required for a novel market’s prediction to become sufficiently accurate or demonstrably more accurate than alternative approaches(traditional sources etc?)
(ii) once the prediction is public, what implications does this public availability have for the party seeking the forecast, including how it may affect incentives?
In any case, mad bullish.
Mustafa@mustafap0ly
sponsoring market rewards is now open to all users 😛 add rewards to any market to get the liquidity for the size you want to trade. permissionless market deployment and creator fees next...
English
Liquidity could be brutally expensive for any potential PM startup with only a couple million in funding), but the market listing pipeline is also worth mentioning. Think they both maintain a quite mature, semi-automated market selection -> launch -> monitoring -> resolution lifecycle. Part of their secret sauce imo.
Mosi@VannaCharmer
The closest thing Polymarket and Kalshi have to a moat is VC money. They subsidize liquidity on resting orders, which effectively turns prediction markets into a capital intensive business where liquidity is not real (makers get paid to post, not to get filled)
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Most output really feels like wallpaper when it’s just one prompt away.
But it still can’t bottle that lived-in texture and creative instinct humans bring into “making” things.
Genuinely hope the gap lasts a while.
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through an openclaw 101 tweet
Leo Margolis@LeoMargolis_
The dumbest person you know just bought a mac mini to run a polymarket bot
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Vincent_jx retweetledi
Vincent_jx retweetledi
biggest trend in ai next year will be world models.
LLMs are running out of data to train on, only way to solve this at scale is putting them in simulated worlds, running millions of real-world simulations and generating synthetic data.
google leads here (surprise surprise) with genie 3
tesla's a dark horse, most people don't realize full self driving runs on a world model simulating every possible car accident so that its avoids it.
world models will also be used to train agents and robots. one of the biggest drawbacks for robots today is theres no data for what a human sees and does.
real world, physics-based simulations ftw.
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Vincent_jx retweetledi
1/ With $86T in monthly options volume, equities represent the single largest untapped market for DeFi exchanges.
Breaking down the economic opportunity of equity perps and a path to 2-40x @HyperliquidX revenues:
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Vincent_jx retweetledi
Together with leading financial institutions, @DigitalAsset has completed a second round of pioneering transactions on the @CantonNetwork, building on U.S. Treasury financing, proving how these workflows can operate onchain.
This latest phase shows clear progression toward scalable, always-on capital markets infrastructure
Future phases will further advance these capabilities, including expansion toward cross-border transactions.
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Vincent_jx retweetledi
what's crazy is crypto spent 10 years building an entirely new financial system that's 10x better than the old one
but we couldn't roll it out because they made it illegal so we had to build in the grey and get political (meanwhile they blamed us for having no use cases while making all our use cases illegal)
but then in 2025 crypto become legal so now we have 10 years of awesome stuff we can roll out
so we're starting to roll it out
banks and wall street have no idea what's about to hit them because they've been shielded from competition in a cute little regulatory box
but now we can deploy the defi we spent 10 years building and actually do things
in a fair fight crypto wins
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Vincent_jx retweetledi
I have compiled all the proposals drafted regarding @HyperliquidX's $USDH.📝
Participants:
-Native Markets; @fiege_max
-Paxos; @Paxos
-Frax Finance; @Frax
-Team Konelia
I’ve added my own personal note. I hope this is very useful since there's less than 5 days to voting day.
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Vincent_jx retweetledi
Spoke to a DAT this morning that’s launching its stock on the Nasdaq BEFORE the token even starts trading on the secondary market. It’s both a sign of speculative hype, but also innovation:
1) Exchanges like Binance now have competition from TradFi for initial liquid token price discovery,
2) The cost of Nasdaq listing can be lower than giving up 5% of the token supply to Binance, and
3) Investors get better, more transparent disclosures and stronger governance rights
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Vincent_jx retweetledi
A major inefficiency in tech and research is the issue of people & problem fit--are you working on the problem that maximizes your probability and/or scale of success.
You always bear the opportunity cost of not working on the "best" problem for you.
However, you never know which problem is "best" for you unless you attempt and understand all of them.
There is also the added complication of not knowing what you don't know, which could skews decision making to choosing a problem rather than exploring the unknown possibilities.
* "Best" in quotes here because different individuals are motivated by different factors: some more by the scale and impact of the outcome while some more by the pursuit of the challenge itself.
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Vincent_jx retweetledi
It is no secret Ethena has faced significant challenges with VC unlocks. I know many of you have been through the pain with us. I personally made countless mistakes with fund raising and think about these mistakes daily. Crypto has a severe capital misallocation problem with private VC capital far outweighing liquid capital to sustain token valuations post TGE. This is the diametric opposite to Web2 where private VC capital is a fraction of equity capital markets. We have been searching for a solution. There is no need to reinvent the wheel - the solution has been sitting there for decades. You wanted a solution to the overhang of VC unlocks?
Well this is it.
Ryan Watkins@RyanWatkins_
Microstrategy clones buying up locked token supplies from paper-handed funds is one of the best case scenarios for altcoin market structure. Cleans up supply overhangs, pumps liquidity in the market, and accumulates tokens to a permanent capital vehicle.
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