deeX

Day 3 of designing creative X cover photos. Made for @Lucid_AMG

@MrGigaWhale nice

The crowded trade problem is one of the more counterintuitive risks in markets. The common assumption is that if a lot of smart people are in the same position, that position is probably correct. The analysis is sound, the thesis is well-constructed, and broad agreement seems like validation. But what crowding actually does is change the exit dynamics entirely. When everyone is on the same side, the position works until it doesn't, and when it doesn't, the exit is simultaneous. There's nobody to sell to except other holders who are trying to exit for the same reason. The fundamental thesis can be completely right and the position can still produce a painful drawdown purely because the unwind is simultaneous and there's no incremental buyer to absorb it. The most dangerous trades in crypto are the ones that feel safe because everyone agrees with them. The consensus is often correct on direction and catastrophic on timing, because the consensus getting in is what makes the eventual unwind violent.

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@ziv_ravid @ZSkyX7 @srush_nlp nice

New episode of The Information Bottleneck is out 🥳 In this one, we talked with @srush_nlp, a researcher at Cursor and professor at Cornell, about the hottest topic - coding agents! We talked about how Cursor trains Composer, the challenges, and where all this is going. One point Sasha made stuck with me. Coding agents work really well, but only when you can specify a clear hill-climbing signal. A problem where the agent knows it's getting better. Karpathy tried this on nanochat a few weeks back, letting an agent run overnight to optimize the validation loss autonomously. The follow-ups were mixed. Sometimes the "improvement" was worse than classical methods. Most real problems don't come pre-packaged with a reward signal at all. You don't know if a new architecture is better until you've already run the experiment. You don't know if a refactor is cleaner until someone reads it. You don't know if a product decision worked until months later. A lot of what we call hard problems are hard precisely because the signal is missing, noisy, or expensive to get. I think the next big challenge isn't getting agents to solve problems. It's finding problems you can actually formalize as hill climbing, or building a cheap proxy that correlates with what you care about.

@ZSkyX7 cool

Having an opposing party critising an convincing argument really helps to liberate the mind. It’s the sudden realization that I am in a hole I’ve been digging unconsciously.

@jinyuaner_ awesome

Tested #RealClaw firsthand 💸 1. deposited $29 (25 USDC + SOL for gas), 2. set up an aggressive SOL DCA via Telegram 3. it auto-executed 5 on-chain buys with step-up sizing over 2 days. >Price impact checks, >tx confirmations, > hourly watchdog monitoring — all from a chat window. The infra behind this is solid. Nice build @byreal_io 🫡

@byreal_io awesome

The Agentic Era of Finance has arrived. Meet RealClaw 🦞 Your free AI agent that earns while you sleep. Read on for early access ↓

@ChestoAI hi

Hello world!

@getusdi nice

Isaac early access is filling up. The top Founder Tier member wins an iPhone 17 Pro Max. Top 500 supporters get $10 each. Invite your friends to qualify; climb the leaderboard and get priority access when we launch 👀 isaac.finance/early-access

@WaterX_app amazing

🎁 Trade With Your WaterX Agent to win $2,500 Airdrop Position Rewards 🔹 Pool 1 $2000: Trade with your agent on WaterX 🔹 Pool 2 $500: Share your position card on X, tag @WaterX_app and hashtag #WaterXAgent 🧵

@WaterX_app nice

@rathor7_ @MAVRY_X

Got my first iPhone ❤️ Really so happy Rn 😊 No more Android

@TeaonaX @flexbsc @ThimslyTim Done @afun_tobi @deeCreatsz

@MAVRY_X @ambaposh Message me if he drop am

@ambaposh Active

Another no deposit bonus will be posted soon… turn on the notifications in case I drop the post so you can claim t before it’s fully claimed