Crystal Tai

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Crystal Tai

Crystal Tai

@crystaltai

engineer @artemis • prev corp dev m&a • https://t.co/3b0m5Pv4X0 • https://t.co/23pUlt0f3f

Katılım Mayıs 2022
1.4K Takip Edilen1.8K Takipçiler
Crystal Tai retweetledi
Ryo Lu
Ryo Lu@ryolu_·
overcooking you've seen this: someone ships a dashboard that shows every number with a sparkline, every action has a confirmation modal, every empty state has an animated illustration and a tagline. individually each decision made sense to someone. together it feels like chaos. nothing is in focus. that's overcooking. not one bad decision in isolation, but the accumulation of reasonable ones that no one said no to. AI makes this worse as the cost of adding dropped to near zero. it can build a feature, even a whole new concept in minutes. so people do. and then they do it again. the thing that started with a clear purpose slowly becomes a collection of additions that are each justifiable but collectively incoherent. the root problem is that most "new ideas" aren't new. they're repackaging of something that already exists at a more fundamental level. a new sticker on an old concept. it feels like progress because something changed, with a new word and skin – but the thinking didn't go deeper, it just duplicated itself into confusion. the whole has a core. you feel it once you understand the whole system. everything in it are related and balanced. when you overload it, that gravity weakens. not because any one thing is wrong – but because attention is finite and you force it everywhere. what we need aren't more tools that make more slop. it's seeing through the chaos, and returning to what the thing actually is, and cutting everything that doesn't serve that. that's harder now, not easier. because there's always something else you could add with one more prompt.
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Eli5DeFi
Eli5DeFi@Eli5defi·
Hyperliquid.
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Jon Ma
Jon Ma@jonbma·
Artemis ❤️ @Dorm_DAO . Thank you to the GOAT @zackrosenblatt_ for having us. Excited for the best crypto / equity pitches :) You're the next generation of Midas List investors. Let's get it with the DormDAO Research competition: artemis.ai/dormdao
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Mippo 🟪
Mippo 🟪@MikeIppolito_·
I deeply respect Jon and the folks at Artemis, but Blockworks believes something different. Tokens aren't a feature of crypto that can be discarded, they are existential to the success of the industry. They are currently broken for a number of reasons, but they're being fixed in real time. If you're interested in making tokens great again, I want to speak to you.
Jon Ma@jonbma

Dear Crypto, It took us 4 years to admit the hard truth: tokens don’t make sense and value enabled by blockchains accrues to equities. We built @artemis in 2022 to bring fundamentals to crypto. We succeeded spectacularly. The best liquid token funds use Artemis. However, most tokens that don’t have strong revenue are down only. Along the way we pioneered stablecoin analytics, app-level revenue tracking, and comparing blockchains across real KPIs. We were jeered as normies for focusing on revenue in crypto and trying to figure out what's real. Turns out the normies were right. Revenue and Free Cash Flow is what matters. Today we announce the launch of Artemis II: The open investment terminal for ANY and EVERY investor who wants to be smart. It's the terminal I wish I had when I left the hedge fund industry in 2022. It's the terminal I wish my Yeh Yeh had when he was investing to try and feed his family of 7, and the terminal @anthonyyim’s Dad wished he had when he was trying to break into Wall Street. The first sector we’re tackling is Digital Finance. It’s for the fintech investor —the ones comparing Robinhood and Hyperliquid, drilling into Circle CPN vs Stripe Tempo on the same screen, comparing Polymarket and Kalshi incentives. Next is AI, then Energy, and beyond. Link below. Reach out if you want to build with us. Clear Eyes, Full Hearts, Can't Lose, Jon & Anthony

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Crystal Tai
Crystal Tai@crystaltai·
1) what
Jon Ma@jonbma

Dear Crypto, It took us 4 years to admit the hard truth: tokens don’t make sense and value enabled by blockchains accrues to equities. We built @artemis in 2022 to bring fundamentals to crypto. We succeeded spectacularly. The best liquid token funds use Artemis. However, most tokens that don’t have strong revenue are down only. Along the way we pioneered stablecoin analytics, app-level revenue tracking, and comparing blockchains across real KPIs. We were jeered as normies for focusing on revenue in crypto and trying to figure out what's real. Turns out the normies were right. Revenue and Free Cash Flow is what matters. Today we announce the launch of Artemis II: The open investment terminal for ANY and EVERY investor who wants to be smart. It's the terminal I wish I had when I left the hedge fund industry in 2022. It's the terminal I wish my Yeh Yeh had when he was investing to try and feed his family of 7, and the terminal @anthonyyim’s Dad wished he had when he was trying to break into Wall Street. The first sector we’re tackling is Digital Finance. It’s for the fintech investor —the ones comparing Robinhood and Hyperliquid, drilling into Circle CPN vs Stripe Tempo on the same screen, comparing Polymarket and Kalshi incentives. Next is AI, then Energy, and beyond. Link below. Reach out if you want to build with us. Clear Eyes, Full Hearts, Can't Lose, Jon & Anthony

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Sarah Wolf
Sarah Wolf@sarahzorah·
My time at @coinbase is coming to an end after nearly five years. These last few years have been an exciting chapter of my life and career. I’ve had the privilege of working with some of the smartest and most talented people I’ve ever met - not only at Coinbase, but across the Base and broader crypto community. It’s been an honor building alongside all of you. I joined Coinbase as the first builder marketer. I met @jessepollak and launched @base 🔵 in 2023, growing it into one of the leading blockchain ecosystems. What started with our first small pizza meetup in 2023 grew into a thriving builder community in over 52 countries all over the world. Somewhere along the way, I became a builder too. We had many Onchain Summers, partnering with brands like Adidas and Coca-Cola, and working with filmmakers, musicians, and artists to explore the bounds of creativity onchain. We pioneered Coinbase’s first livestream showcase with A New Day One, made onchain payments as easy as fiat (from the first BaseCafe to bringing USDC payments to millions of people through Shopify). We created BaseCamp — starting as a small, scrappy gathering in the woods to a full-fledged builder summit. I had the chance to hire an incredible team of marketers and work alongside some truly world-class creative talent. They will continue pushing Base marketing and creative forward and I’ll be cheering them on. I’m especially grateful to @jessepollak for the opportunity and the trust. This experience showed me that small teams can indeed change the course of a company — and sometimes an entire industry. Next, I’m excited to share that I’m joining @AnthropicAI to lead startup marketing. I’m especially excited to support the startup ecosystem forming around Claude. The time between having an idea and shipping it has never been shorter. A new generation of builders is emerging and they will not look like the builders who came before. If you’re a founder, builder, or startup building with Claude, my DMs are open. I’d love to hear what you’re building and how we can support you better. also... hi, this is me!
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Rob Hadick >|<
Rob Hadick >|<@HadickM·
The Artemis team has been ahead of the curve understanding that crypto’s natural evolution will bring money (stablecoins), tokenized assets (securities and non securities), and tokens altogether into a single ecosystem. They started by building the best stablecoin data business in the space and now love to see this move into supporting equities, as well. All while rebuilding their infrastructure to be AI native. Keep crushing @jonbma, @anthonyyim and team
Artemis@artemis

INTRODUCING ARTEMIS.AI — The Open Investment Terminal For All

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Serenity
Serenity@aleabitoreddit·
Glad to hear it! I've went long and wrote thesis posts on about out 15 different stocks that hit 100-1000%+ YTD? 1. $AXTI 2. $AAOI 3. $SIVEF 4. $LITE 5. $IQE 6. $AEHR 7. $CRCL 8. $EWY 9. Unimicron 10. Nitto Boseki 11. $OSS 12. $GDRZF 13. $RPI 14. $SOI 15. $ALRIB Not including others like $TSEM that are about to hit triple digit returns too in a month. The amount of hate people like myself get for posting free ideas over the internet is pretty insane TBH. Starting to make sense why people just set up $20,000 paywalls and sell info to Western institutions instead of helping out salty retail investors (especially over in Europe). But helps me keep motivated to keep posting with these positive comments.
Jason@Nangjayson

@aleabitoreddit I basically skipped over the March Iran-war market drop while staying heavily exposed to stocks, and still ended up gaining thanks to your picks. Portfolio is up 3x YTD and I’m just some random retail guy from Canada, so I can only imagine how many others you’ve helped. Thank you

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Crossroads
Crossroads@Kross_Roads·
It's nice to see $SOFI's $SOFIUSD stablecoin hit $100m this quickly. This will get quite interesting if the Clarity Act (in any form) passes, as they're well-positioned to benefit, and other companies may be waiting to see what happens before significant further adoption.
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wilson.base.eth
wilson.base.eth@WilsonCusack·
Stablecoins move on Base
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Crystal Tai
Crystal Tai@crystaltai·
@kepano yup - i have my agent run a nightly job that distills our conversations into obsidian daily notes and living reference docs it uses sqlite for its own memory and obsidian as the human-readable layer, so i can see what it's tracking and review what we've talked about easily
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kepano
kepano@kepano·
More and more people are using Obsidian as a local wiki to read things your agents are researching and writing. It works best with a separate Obsidian vault that you can fill it with content, e.g. via Obsidian Web Clipper.
Andrej Karpathy@karpathy

LLM Knowledge Bases Something I'm finding very useful recently: using LLMs to build personal knowledge bases for various topics of research interest. In this way, a large fraction of my recent token throughput is going less into manipulating code, and more into manipulating knowledge (stored as markdown and images). The latest LLMs are quite good at it. So: Data ingest: I index source documents (articles, papers, repos, datasets, images, etc.) into a raw/ directory, then I use an LLM to incrementally "compile" a wiki, which is just a collection of .md files in a directory structure. The wiki includes summaries of all the data in raw/, backlinks, and then it categorizes data into concepts, writes articles for them, and links them all. To convert web articles into .md files I like to use the Obsidian Web Clipper extension, and then I also use a hotkey to download all the related images to local so that my LLM can easily reference them. IDE: I use Obsidian as the IDE "frontend" where I can view the raw data, the the compiled wiki, and the derived visualizations. Important to note that the LLM writes and maintains all of the data of the wiki, I rarely touch it directly. I've played with a few Obsidian plugins to render and view data in other ways (e.g. Marp for slides). Q&A: Where things get interesting is that once your wiki is big enough (e.g. mine on some recent research is ~100 articles and ~400K words), you can ask your LLM agent all kinds of complex questions against the wiki, and it will go off, research the answers, etc. I thought I had to reach for fancy RAG, but the LLM has been pretty good about auto-maintaining index files and brief summaries of all the documents and it reads all the important related data fairly easily at this ~small scale. Output: Instead of getting answers in text/terminal, I like to have it render markdown files for me, or slide shows (Marp format), or matplotlib images, all of which I then view again in Obsidian. You can imagine many other visual output formats depending on the query. Often, I end up "filing" the outputs back into the wiki to enhance it for further queries. So my own explorations and queries always "add up" in the knowledge base. Linting: I've run some LLM "health checks" over the wiki to e.g. find inconsistent data, impute missing data (with web searchers), find interesting connections for new article candidates, etc., to incrementally clean up the wiki and enhance its overall data integrity. The LLMs are quite good at suggesting further questions to ask and look into. Extra tools: I find myself developing additional tools to process the data, e.g. I vibe coded a small and naive search engine over the wiki, which I both use directly (in a web ui), but more often I want to hand it off to an LLM via CLI as a tool for larger queries. Further explorations: As the repo grows, the natural desire is to also think about synthetic data generation + finetuning to have your LLM "know" the data in its weights instead of just context windows. TLDR: raw data from a given number of sources is collected, then compiled by an LLM into a .md wiki, then operated on by various CLIs by the LLM to do Q&A and to incrementally enhance the wiki, and all of it viewable in Obsidian. You rarely ever write or edit the wiki manually, it's the domain of the LLM. I think there is room here for an incredible new product instead of a hacky collection of scripts.

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Benji Taylor
Benji Taylor@benjitaylor·
“I’ll figure it out” has gotten me further than any plan I’ve ever made
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