Yilan

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Yilan

@Yila722

Prev. Invest&Research LD Capital|Yale U. #Ongoing: Innovating AI for democracy &Quant Strategy

Singapore Katılım Ekim 2021
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Yilan
Yilan@Yila722·
Game of liquidity
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Anton Osika
Anton Osika@antonosika·
If you're interested in Lovable, we have a surprise: 1. $100 in credits 2. A 16-page prompt engineering guide to mastering vibe coding Get your credits, read the guide, sit down on one weekend, and become a builder. Quote RT the first tweet and we'll send both to you:
Anton Osika@antonosika

Lovable just crossed $100M ARR in 8 months. Faster than OpenAI, Cursor, Wiz, and every other software company in history. Today we're launching a game-changing update, it reduces the error rates by 91%. Introducing Lovable Agent:

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Anton Osika
Anton Osika@antonosika·
Lovable just crossed $100M ARR in 8 months. Faster than OpenAI, Cursor, Wiz, and every other software company in history. Today we're launching a game-changing update, it reduces the error rates by 91%. Introducing Lovable Agent:
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Yilan
Yilan@Yila722·
@manusai Tell me what’s the fastest way to get to use manus
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Manus
Manus@ManusAI·
Would you like ask Manus to complete a task for you? Reply to this tweet with a task you'd like Manus to handle. Our team will run your request with Manus and share the results with you. Whether it's research, content creation, data analysis, or something creative - let's see what Manus can do!
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Yilan
Yilan@Yila722·
@cryptopainter 矿工的杠杆爆掉,卖压会出现停止现象?
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Crypto_Painter
Crypto_Painter@CryptoPainter·
其实我到现在都没有真正搞明白BTC“电价托底”和“关机价见底”的市场供需逻辑; 但是纵观历史,确实有类似“当价格跌破大部分矿机关机价后,底部就会出现”的规律; 谁能从供需角度讲讲这个逻辑到底是怎么实现的? 欢迎讨论!
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Yilan
Yilan@Yila722·
画师老师牛逼 日元升值会导致杠杆套息资本的利润空间大幅压缩甚至亏损,BTC CME杠杆基金套利资金的年化无风险收益是14%,日央行加息+近期日元升值导致的资金成本增加为0.25%+12%。因此日元是否继续升值是影响近期行情的关键,日央行不继续加息就还能接着奏乐接着舞,日元继续升值短期继续不乐观
Crypto_Painter@CryptoPainter

再结合之前关于这篇文章里提到的CME期货溢价套利及ETF净流入相关的内容,我大致梳理了一下日元流动性进入BTC市场的流程: x.com/CryptoPainter_… 1. 机构从日本央行借到无(低)利率的日元; 2. 将日元换成美元流入美国市场; 3. 通过CME和ETF进行对冲套利; 4. 不带杠杆的情况下获得年化14%无风险收益; 5. 由于借来的日元没有成本,因此这个过程可以无限循环,直到抵押资产全部抵押达到贷款上限; 而这个流程如果出现隐患,只有从源头开始: 那就是日元加息,导致原先借款成本升高,毕竟日元首次加息后,BTC就停止了牛市进程; 而第二次加息后,出现了周一的巨额暴跌... 所以当下市场最大的敌人,其实是日本央行! 本文由 #Pionex 派网3.0 | @pionex_zh 独家赞助

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ArkStream Capital
ArkStream Capital@ark_stream·
风再起时,欢迎来到ArkStream的Twitter Space,一起漫谈二级最新的变化与思考 主题:二级漫谈 | Meme乱象,价值投资失效是这一轮牛市的主旋律? 时间:7月25日(周四),晚上9点 UTC+8 主持人:@ark_stream的合伙人 @Btman_Jeff 联合举办:@OdailyChina @BSCNews 圆桌嘉宾: @Cycle_Trading研究分析师 @Yila722 @iobc_capital投资总监 @metacousin 二级分析师,量化交易员 @cryptopainter 独立研究员 @0xNing0x 📷点击下面的链接在活动开始时提醒我! 【x.com/i/spaces/1DXxy…
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Yilan
Yilan@Yila722·
错过/卖飞pepe的可以看看doge
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Yilan
Yilan@Yila722·
最多人打的UNCOMMON•GOODS,可以打四年,supply多到零数不过来,为什么会有人在gas 400u的时候去打 给矿工大哥们送钱
Leonidas 🧡 $DOG@LeonidasNFT

Some tips for minting Runes so that you don't get wrecked: 1. Bitcoin has slow block times so a lot can happen between blocks. If a Rune is close to minted out you need to make sure to pay significantly higher fees than everyone else to ensure your transaction gets squeezed in because if it doesn't you don't get the Runes and you still lose the fees. Remember you are competing with everyone else to do the same thing so network fees will spike in the last hour of a very popular mint. Think of the mempool as an auction and the highest bidders get their transactions to be accepted first. 2. If you don't think something will mint out for a while, be smart and try to mint it when fees are low because there is no rush. Fees tend to dip on the weekend and late at night in North America for example. You can just put mints in the mempool at a low fee that will sit there for a few days. 3. Play close attention to the mint mechanics before minting. For example the hardcoded rune that Casey is doing called UNCOMMON•GOODS is a four year open mint. You would have to be really dumb to mint that tomorrow on the highest day of fees in Bitcoin's history. Instead you want to wait until a bear market or when fees are very low and people aren't using Bitcoin very much. Otherwise you are just going to pay 10x what someone else pays for the same amount of tokens because they were smart and waited for a bear market between now and four years from now. 4. The person who etches the rune can do a premine to themself. Think of the premine as the amount that will be dumped on your head after a Rune mints out. Anything over 10% is greedy when all the person did was broadcast a Bitcoin transaction. 5% is much more reasonable. What is way cooler is just filtering for "no premine" when you look for tokens. 5. Think of minting Runes as buying them because that's exactly what you are doing except you are paying to secure the Bitcoin network on the creator. In your head you should be thinking in terms of market cap. If a Rune takes 100,000 mints to mint out and the fees to do a single mint are $100, then ask yourself would you buy this Rune on a DEX at a $10M market cap. This is very important to understand and can help you make informed decisions. For example of the first 100 Runes there will be many that are open mints. The logic is that you want to find the one with the least mints required to mint it out which means you are getting a <100 Rune at the lowest market cap possible.

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Yilan
Yilan@Yila722·
简单粗略的看了下Coinbase和Uniswap的估值,只能说市场还是很fair的,just curious where's the premium effect of the cryptomarket🤔
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Layergg
Layergg@layerggofficial·
🗓 Roadmap Calendar (Feb-Apr) When mainnet ? When token ? 🖥 Mainnet Q2: zkSync - Full Launch Alpha H1: zkPass - zkPass Protocol v1 H1: Diva Staking - Mainnet Launch H1: Babylon - Mainnet Launch Q1: EigenLayer - Stage 2 Mainnet Q1: Taiko - Ethereum Mainnet Q1: zkSync - Layer 3 Proof of Concept Q1: Avail - Mainnet Launch Q1: Diva Staking - Mainnet Launch Q1: Babylon - Mainnet Launch Q1: Aleo - Mainnet Launch Feb: Blast - Mainnet Launch Feb: Scroll - Mainnet Upgrade 🪙 TGE / Airdrop / Token Sale H1: LayerZero - $ZRO Launch H1: KiloEx - Airdrop point / TGE Q2: Kinza Finance - LP Fi Q2: Web3Go - TGE Q1: Starknet - $STRK Launch Q1: Wormhole - $W Airdrop (assumption) Q1: Puffer - Pre-Mainnet Campaign Q1: Ambit Finance - Incentivated Alpha Q1: Kinza Finance - Airdrop point / $KZA TGE Q1: Polyhedra - Binance Web3 Wallet Airdrop Event Q1: MilkyWay - mPoint / $MILK Token launch Q1: Unagi - $UNA token launch Q1: Myshell - Shell Point Farming Q1: QnA3 - Credits Farming Q1: Grass - Points Earning - Epoch 2 Feb: Blast - Dev Airdrop Feb: Lista - CAC Season 1 Airdrop Feb: Gomble - Season 2 Airdrop Feb: Web3Go - 1st Airdrop Round Feb: Aevo - Farming Program / TGE Feb: Unagi - Persona NFT Whitelist / Mint Feb: Gomble - Season 2 Airdrop Mar: Lista - CAC Season 2 Airdrop Apr: etherfi - Token Launch Apr: Ambit Finance - Token Launch 🧑‍💻 Testnet Q2: Monad - Testnet Launch Q1: Astria - Testnet Launch Q1: Kakarot - Preparing to launch a testnet Feb: Tabi - Tabi chain testnet Feb: Mind Network - Testnet Launch Feb-May: tea Protocol - Incentivized Testnet 🚀 Product Launching H1: MapleStory Universe - Game / Token Launch Q1: Unagi - New Game Relaese * * * Disclaimer: - Only projects that have not yet launched their tokens are shown. - These projects were either invested in by top VCs or selected as notable based on layergg's criteria. * * * 💞Please Like + Retweet if you enjoy this Roadmap Calendar. ➬ Follow me @layerggofficial for more! 🔗Sharing is welcome, just a nod to the source would be appreciated. Thanks for reading🫡
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Bitget钱包中文频道 🩵
Bitget钱包中文频道 🩵@BitgetWalletCN·
🚀 全网热议,见证历史,不容错过! 🌐 主题: BTC 现货 ETF 会给 Crypto 行业带来哪些影响 📅 时间: 01月12日 20点 (GMT+8) 💡 专家解读: BTC 现货 ETF 如何开启加密行业新篇章?@KarryWeb3 @Yila722 @0xJaleel_eth @one_snowball @hangqinga @Xiaonezha_lab @GongYouchai 🤑 赢取奖励: 参与本期 AMA,领取200 USDT 现金大奖! 1️⃣ 点赞+转发推文,抽取10人,每人10 USDT 2️⃣ AMA 期间互动奖励 100 USDT 👉 如何参与: 关注 @BitgetWalletCN @Bitget_zh + 设置提醒 x.com/i/spaces/1ynga… #Bitcoin #BitcoinETF #BTCETF #Bitget #BitgetWallet
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HashKey Exchange
HashKey Exchange@HashKeyExchange·
2024 Twitter Space Vol 1 After the approval of US BTC spot ETF, what happen next!? Let's chat tonight and listen different guests' opinion. Can't wait for tonight!! 🙋‍♂️ 📅Date: 11 Jan ⏰Time: 9pm (HKT) ⭕️Twitter space: twitter.com/i/spaces/1DXGy…
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Vicky
Vicky@VickyXUE8·
我看到7、8、9个工作室在打同一个铭文,我没有那个命还是老老实实躺着好了,发新的速度都快过了我的眼睛👀,完全💯看不懂了……… 我有序撤离
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Yilan
Yilan@Yila722·
@6c6fOlivia 😂😂😂为openai感到担心
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6c6fOlivia
6c6fOlivia@6c6fOlivia·
看到个超牛逼的“天选打工人”简历😂
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Yilan
Yilan@Yila722·
一条价值超一个亿的假新闻
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Yilan
Yilan@Yila722·
熊市只有一个目标:不要成为别人的流动性 争取走在别人提供流动性的时候
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