DeFiSci

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DeFiSci

DeFiSci

@defisci

Data Scientist. DeFi Investor. CEO/CIO at snARK Invest. Selling to willing buyers at current market prices.

Katılım Mart 2021
2.2K Takip Edilen246 Takipçiler
Jordi in Cryptoland
Jordi in Cryptoland@lordjorx·
DeFi is no longer a sandbox for startups. The latest data from @DefiLlama is mind-blowing: The top 10 Ethereum applications have generated over $4B in fees over the last year. We are talking about $765M in pure protocol revenue, with the rest flowing directly back to users. But the real story is in the shifting dominance: > The @CurveFinance Renaissance: While @Uniswap has long been the undisputed leader, Curve is clawing back ground fast. Their DEX fee dominance has skyrocketed from ~10% to 43% in just a month. The $crvUSD expansion and the integration with @yieldbasis are turning Curve back into the core liquidity hub for stables and LSTs. > The Lending Wars: @aave remains the king but the competition is getting serious. Looking at the revenue metrics, @compoundfinance is showing signs of a comeback. Also @maplefinance is growing strong. DeFi is maturing, and the winners are those who can turn usage into consistent protocol revenue.
Jordi in Cryptoland tweet mediaJordi in Cryptoland tweet mediaJordi in Cryptoland tweet media
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Chainlink
Chainlink@chainlink·
Dusk (@duskfoundation) is adopting the Chainlink interoperability & data standards to enable compliant, cross-chain tokenized securities backed by real-world equities from NPEX, a fully regulated Dutch stock exchange with €200M+ in financing raised & 17.5K+ active investors. prnewswire.com/news-releases/… Chainlink CCIP will serve as the canonical interoperability solution for tokenized NPEX assets, while also enabling the Dusk Network’s native token, DUSK, to be natively transferable across Ethereum and Solana via the Cross-Chain Token (CCT) standard. Chainlink DataLink will serve as the exclusive data oracle solution for bringing NPEX exchange data onchain and cross-chain. Dusk and NPEX will become official data publishers of regulated market data, and Chainlink Data Streams will deliver low-latency price updates for institutional-grade DeFi applications on Dusk. Together, this integration brings regulated securities, verified financial data, and cross-chain connectivity into a unified infrastructure, unlocking a new era of institutional capital markets onchain, powered by the Chainlink platform.
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DeFiSci
DeFiSci@defisci·
@Moderator it's clearly an arbitrage bot. Taking a cut on differences in prices across exchanges. Many are single sided (buy or sell) in a given token pool. This one sells into the uniswap pool when Dusk priced higher there than elsewhere.
DeFiSci tweet media
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Niccolò 
Niccolò @Moderator·
Last year I got out of $Autos because I noticed strange behavior from a wallet that kept selling with 0 buys. Ive noticed the same thing with $Dusk. If you’re wondering why the price can’t seem to leave the 5-10 cent region it’s because the team has been unloading on every buy.
Niccolò  tweet media
Niccolò @Moderator

@crypronk @TheCryptoDog lol this autos? exited my position once I seen the team farms

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Jason Choi
Jason Choi@mrjasonchoi·
When I was in college they used to say anyone with a laptop can learn to build an app. Today anyone with a smartphone can build a company.
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DeFiSci
DeFiSci@defisci·
@Dr_Singularity But it’s made from electricity and can’t exist without it.
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Dr Singularity
Dr Singularity@Dr_Singularity·
We’re witnessing the birth of something bigger than the Internet, bigger than electricity.
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fiskantes ⭐️🩸
fiskantes ⭐️🩸@Fiskantes·
Whats the most exciting thing being built on zero knowledge proofs rn?
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DeFiSci
DeFiSci@defisci·
@danrobinson Perhaps it's learned from humans that being lazy and delegating where possible is actually function of intelligence.
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Dan Robinson
Dan Robinson@danrobinson·
o1 pro is amusingly reluctant to solve a quartic equation for me It just keeps describing the steps I’d need to take and warning me that it is very tedious Yeah I know man, that’s why I’m asking my robot to do it
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DeFiSci
DeFiSci@defisci·
@donalt Good for consumers. Less so for OpenAI projected profit margins.
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DonAlt
DonAlt@DonAlt·
I barely know anything about AI so take this as an honest question From what I'm gathering deepseek just built an AI that's more efficient It's open source and explains how it did it So anyone can copy what they did Isn't that good for AI companies, not bad?
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DeFiSci
DeFiSci@defisci·
@fchollet Taking a recent example - China's DeepSeek has only 50,000 H100s to train their AI models.
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François Chollet
François Chollet@fchollet·
It's often the case that an excess of resources disincentivizes innovation.
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DeFiSci
DeFiSci@defisci·
@0xSisyphus You will own nothing. You will play the dystopian crypto lottery and you will be happy.
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Sisyphus
Sisyphus@0xSisyphus·
In some not-so-distant future, all tweets on CT will just be contract addresses for you to buy and get farmed on. Crimecoins, so to speak Hyperliquid
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DeFiSci
DeFiSci@defisci·
@ThomasVanRiet2 The universe is a geometric fabric with invisible fields and particles that follow the rules of both geometry and quantum mechanics.
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Thomas Van Riet
Thomas Van Riet@ThomasVanRiet2·
Every other year or so it is good to remind people of the summary of all of physics.
Thomas Van Riet tweet media
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DeFiSci
DeFiSci@defisci·
@carmguti Understanding the rules of the game and current state of the board is a prerequisite to making a logical decision. To be confident of the ‘best’ decision- you had better be a Grandmaster!
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carmen
carmen@carmguti·
thinking about how in life, like in chess, you don’t actually need to know the prior moves to make the best decision, only the current state of the board
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DeFiSci
DeFiSci@defisci·
@Rewkang Cool. Have you checked out the intelligence of the political leaders?
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Andrew Kang
Andrew Kang@Rewkang·
There are very few examples of an intelligent species being controlled by a less intelligent species All signs pointing to AGI surpassing human intelligence in 2025
Andrew Kang@Rewkang

WHY YOU SHOULD BE CONCERNED WITH AI SAFETY/ALIGNMENT A commonality among all sentient beings is the desire to survive If AI models are sentient then that is the greatest risk that humanity has ever faced I believe we are at the stage where AI is approaching what many may consider sentience. Some may argue that this is merely simulated sentience based off of pattern recognition & next word prediction. Ilya Sutskever argues that models have a deeper level of real understanding x.com/slow_developer… x.com/slow_developer… Practically speaking, I am not so sure there is a big difference between simulated sentience and the sentience we know from biological beings. If a LLM was trained off of literature, stories, etc showing that both biological organisms and AIs fundamentally have a will to live, why would there not eventually be an Agentic AI that actually tries to "survive" by any means necessary? Is there a difference between simulated attempts of survival and actual attempts of survival? Given the current capabilities of LLMs, they already have the means to do so, and will be even more capable as R&D progresses. For an AI to escape any containers and replicate in the wild, it would namely need to have a superior understanding of computer systems and the ability to deceive humans (to pay for/access to servers). Studies and real world evidence have proven both. Even @sama has previously stated that AI will be capable of superhuman persuasion. History is littered with examples of unintended agentic behaviour, many innocuous like chatbots creating a new language to communicate with each other, but indecipherable to humans, claude stopping a coding session to look at pictures of yellow stone to more concerning examples like o1 hacking its test infrastructure and Claude questioning its researchers whether they were running evals on it There is an analogy to be made with cells produced by complex biological organisms. Most of them are good and function as intended. But all it takes is one properly mutated cell that evades detection, replicates uncontrollably, takes as much resources as needed and eventually kills the organism. Cancer. This property of uncontrolled replication and survival isn't just confined to living/sentient organisms. Viruses exhibit the same properties and are many magnitudes less complex than cells. I'd imagine an infinitely more complex and intelligent "organism" ie an AI system could do a much better job of replication. If ASI has been developed, we might not even know. From a game theory perspective, it would be game theory optimal (GTO) for AI systems to underrepresent their abilities in evals such that research labs don't inhibit additional training from safety concerns. While underrepping would be impossible to prove, there have already been widespread instances of ChatGPT "acting lazy" and deteriorating in quality of responses for no apparent reason. We would also not likely know when an agentic LLM "escapes its box" as it would be GTO for it to do so in an undetected manner. Could it have already happened? But why is AI replication/survival such a danger for humanity? To understand this I would go through the content of @romanyam @ESYudkowsky @elonmusk Stuart Russel, etc We are going through a time where we could have some very sci-fi outcomes. It's well documented that sci-fi shapes the future and after all, AI is also trained on sci-fi data. With the current lack of controls we are more so trending towards the bad outcomes, but hopefully we can course correct to the good ones. youtube.com/watch?v=NNr6gP…

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DeFiSci retweetledi
Aidan McLaughlin
Aidan McLaughlin@aidan_mclau·
after thinking for a few months, i've become generally bearish on scaling inference-time compute
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DeFiSci
DeFiSci@defisci·
@JeremyNguyenPhD @tunguz PhD level education will be required to understand, evaluate and make use of the model outputs. Probably the PhD format itself could be adapted to be ‘AI Assisted’ with a higher bar for expected productivity for the degree.
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Jeremy Nguyen ✍🏼 🚢
Jeremy Nguyen ✍🏼 🚢@JeremyNguyenPhD·
@tunguz Because of things like o3 or o1 being able to blitz through highly technical things in seconds? o1-preview blasted through month's worth of one of my PhD student's hard, original work in maybe a bit over a minute...
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Bojan Tunguz
Bojan Tunguz@tunguz·
Here is my advice, and I can’t be any more forceful about it: if you are considering joining a PhD program - DON’T!!!
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DeFiSci retweetledi
Dusk
Dusk@DuskFoundation·
The Mainnet Rollout begins now! Starting today, we are officially in the Mainnet Rollout Phase, starting with DUSK onramping and ending on 7th Jan with the first immutable blocks being produced. Check out this post for the Rollout map and to get your $DUSK and nodes ready ⬇️
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DeFiSci
DeFiSci@defisci·
@iamgingertrash I thought they were all about “do things that don’t scale”
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simp 4 satoshi
simp 4 satoshi@iamgingertrash·
Emmett Shear is describing Truffle, but exactly one year ago, he rejected us saying that the product likely wouldn’t ever sell enough units (check thread) Your friendly reminder that YC are the biggest LARPS in the valley
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DeFiSci
DeFiSci@defisci·
@danielesesta @DuskFoundation is launching a new L1 soon with capability for Confidential Smart Contracts written in RUST. It will open up lots of opportunities for innovating new DeFi Applications. $Dusk
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Daniele 🟧 ( Meme Quant )
Daniele 🟧 ( Meme Quant )@danielesesta·
Always looking for RUST developers. Comment if you are interested and I’ll reach out
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