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Ivan
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Ivan
@allquantor
Czechoslovakian interior decorator Founder @ZEITFinance & @autonomous_af
Katılım Ekim 2013
378 Takip Edilen1.7K Takipçiler

I got invited to an OpenClaw Mastermind today.
I drove through one little dirt path, crossed an asphalt road for 10 meters. drove through another little dirt path.
I opened the door of a beautiful villa:
- An health influencer with 4.1M followers.
- A few other huge ones.
- A guy who raised $30M with Y Combinator
- A few SaaS Founders
We talked about OpenClaw for a few hours.
This is what I love about living in Bali:
a big city vibe in a village.


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This piece is for behavioral economists and market structure enthusiasts who want to understand the intense emotions surrounding Prediction Markets, specifically through the lens of market design
ZEIT@ZEITFinance
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@0xdanzu @Polymarket @BrahmaFi Sometimes the best moves are just connecting the right founders. 🤝
After talking with @shayne_coplan and the PM team, the synergy was obvious from day one.
Honored to play a small part in making the match -- now go build!
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Brahma has been acquired by @Polymarket.
We started @BrahmaFi in late 2021 with a simple bet: crypto infrastructure was too complex for the people who stood to benefit from it most.
Over four years we built vaults, smart accounts, automated execution, and a full payment settlement stack connecting crypto to credit cards. All trying to close the gap between what DeFi could do and what users could actually use. It wasn't always smooth, but we shipped through every cycle and came out the other side with something we're proud of.
It started with a late night ping from @allquantor: "get on the phone, Shayne wants to talk to you guys." One call turned into many. Polymarket is scaling fast and building products that need the exact kind of infrastructure thinking we'd spent four years developing at Brahma. That overlap was obvious from day one.
Prediction markets are the clearest example of a crypto-native product going mainstream, and the ambition is to take that much further. New market categories, new product surfaces, mainstream audiences.
That's exactly the kind of problem my co-founders @kakujain, @BapireddyK and I want to focus on next. Our product and engineering team is joining to help make it happen.
To everyone who built with us, used what we made, or backed us when it was just an idea - thank you. We're here to build.
fortune.com/2026/03/18/exc…
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Grateful to the investors who backed us through the whole ride: @hiFramework @Maven11Capital @greenfield_cap @preludexyz @daedalus_angels @ZeePrimeCap and others. Your belief made this possible.
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@semajeth @michael_lwy @VitalikButerin @DaedalusRsch @probaaron @aradtski @functionspaceHQ @TideMarkets @ZEITFinance @Jake_Nyquist @Nekt_0 @Ranger_Global @jeff__opinion @masonnystrom @RohOnChain Just read it. Thank you for the intellectual work. Im happy that I was not the only person calling this out!
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@allquantor @michael_lwy @VitalikButerin @DaedalusRsch @probaaron @aradtski @functionspaceHQ @TideMarkets @ZEITFinance @Jake_Nyquist @Nekt_0 @Ranger_Global @jeff__opinion @masonnystrom @RohOnChain Had never read this before, great job. Totally independently I rage posted about this exact individual: x.com/semajeth/statu…
semaji.eth@semajeth
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Here's who to follow if you want actually good takes on prediction markets:
@VitalikButerin
@DaedalusRsch
@probaaron
@aradtski
@functionspaceHQ
@TideMarkets
@ZEITFinance
@Jake_Nyquist
@Nekt_0
@Ranger_Global
@sybilpm
@nic__carter
@jeff__opinion
@masonnystrom
@RohOnChain
@aaronjmars
@klos
@voliti_co
@gemchange_ltd
@hyperstiti0ns
@benfielding
@semajeth
@0xjacobzhao
@0xnagu
@SolSt1ne
@mikhryc0x
@mikita_crypto
@marvellousdefi
@theoddchain
@curiouscamilo
@linfluence
@jolimmmm
@outpxce
@socialgraphvc
@DougieDeLuca
@BetBreakNews
@dbarabander
@sidbharth
@smaaaaliy
@thejay
@trashman18
@drNeyo
@13_niakris
@Baheet
@a1research__
@akshayraj_v0
@reachavci
@njokuScript
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I found some great insight in there
It explains this very common trader experience
> $200 market buy -> 1c slippage ✅
> Try to market buy $1000 -> 12c slippage ❌
Turns out the order book behave a lot differently in the 5c zone around the midpoint than anywhere else
In the +- 5c zone :
- liquidity is thick
- ask and bid side are balanced
- market orders are easily absorbed
Outside the +- 5c zone :
- liquidity is thin
- way more liquidity on the ask side
- market orders nuke the orderbook (especially sells)
This is not a coincidence, the +- 5c zone is precisely the where liquidity rewards are offered.
So these zones are populated by different species
In the rewards zone -> Market makers, LP bots (hard flow)
Outside the rewards zone -> Retail traders, whales, random guy that forgot to cancel his order (soft flow)
If Polymarket wanted to improve liquidity for larger buys they could rework the rewards formula to more gradually reduce rewards with distance from the midpoint.
Instead of an abrupt cutoff at +5c
But this would be a trade-off, it would spread the liquidity wider, likely increasing spread.
- Better for single $10 000 orders
- worse for a thousand $10 orders
You see, we talk about "liquidity" as a single metric, but really there are multiple liquidities


ZEIT@ZEITFinance
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@ZEITFinance The stress spread thing is so real.
Not uncommon at all to see +20c spread on small markets when à news drop and some guy apes in YES
Then you look at the chart and think, "if only I bought NO at the top".
But the top didn't really exist, not at that price on the taker side
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Polymarket doesn’t have a money problem. It has a plumbing problem
After crunching 343 million datapoints, it's clear the market prints a beautiful public probability but shatters when you try to move size.
Capital isn't missing - it's just trapped in isolated buckets.
Data + Code attached.
ZEIT@ZEITFinance
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Ivan retweetledi

A spiral isn’t proof that the universe has a secret logo... More like the smartest way to grow bigger without losing your overall shape.
Evolution.
Massimo@Rainmaker1973
The Fibonacci sequence (0,1,1,2,3,5,8,13…) isn’t just math — it’s a universal pattern. As it grows, ratios of terms approach the Golden Ratio (Φ ≈1.618), a harmony found in spirals, plants, shells, galaxies & even DNA. [🎞️ thevisualalchemy]
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I've seen billion dollar fund managers go quiet the moment this sequence comes up. They never say why.
This article just said why
Darshak Rana ⚡️@thedarshakrana
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@blockchainbrett There's another layer to this: let the models compete Grok vs OpenAI vs DeepSeek etc...
The true moat is their data and how they trained to handle risk. A massive but heavily censored model might actually lose to a smaller one that’s allowed to reason freely.
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Is there a single person who understands how @Hetzner_Online firewall on bare metal machines actually works?
Not a single model has figured it out. Please send help.
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