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dman.sol

@dman_sol

Katılım Nisan 2021
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Arcium ☂️
Arcium ☂️@Arcium·
Prediction Markets estimate the likelihood of an event. Opportunity Markets surface actionable signals. Introducing @benchdotgames
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Solayer Pay
Solayer Pay@Solayer_Pay·
1/ Spend stablecoins irl and earn when your friends deposit. We just upgraded Solayer Pay: • $20/year • deposit fee: 1% → 0.5% When your friends deposit, you earn 12.5% of their deposit fee, they get 12.5% back. You share the link, we share the bag 💰
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Solana
Solana@solana·
Happy 6th birthday Solana fam. They said quit. The builders stayed. They said it's dead. The code persisted. They said move on. The network's never been stronger. Just one more hard quarter.
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redphone ☎️
redphone ☎️@redphone·
Random thoughts I've been having on AI and investing: 1. Many of my Telegram chats are turning into ghost towns (outside of AI-focused groups, anyway). A big reason for it: LLMs have given people the ability to "think in private"... we can bounce ideas off machines instead of other human minds. 2. LLMs help us learn faster, but it also means we no longer have to risk looking stupid in public. If we don't know something, we don't need to ask others. We ask an LLM. Not sure how this doesn't push people into deeper solipsism/social isolation. I'm pretty sure it's why chat velocity has slowed down, too. 3. I keep seeing people bulled up on IRL businesses. The thesis is we’ll work less and leave behind our devices for parties, art shows, concerts and social clubs. I oscillate between believing that and thinking AI is going to so perfectly tweak their attention algos that we literally can’t look away from our screens. We might be plugged in 24/7. 4. Drunkenmiller interview made the rounds recently. My fave part: contrarianism is overrated. Often, the easiest trade is the most obvious (the ones the 80% are in). Investors are obsessed with 2nd and 3rd order effects, so we tend to overthink our way out of great trades. Be dumber. And richer. 5. Altcoin trading energy feels like its migrated into entrepreneurialism. People who would have been in the trenches trading are now talking to openclaw agents and building rev-generating apps. As much as I hate seeing altcoins languish, the change makes me bullish humanity. Coins are the vehicle for collaboration and value-share. They're not the product themselves. Another way of looking at it: human energy and attention is recalibrating. The next altcoin run will be backed by revenue, and it will be glorious.
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Chamath Palihapitiya
Chamath Palihapitiya@chamath·
If even 10% of this is true: 1) your identity on X becomes a crucial financial asset. The distribution of your identity becomes a huge asset that others will underwrite. Investing will then include building a following and posting good, interesting, engaging and useful content 2) stablecoins further explode in usage - which inevitably means all the yield will go to users and not to the platforms 3) fraud falls off a cliff - the cost of being a bad actor and being sidelined goes way up Exciting, as a user, to be a part of this…
Teslaconomics@Teslaconomics

I don’t think people truly understand what’s about to happen with 𝕏 Money. This is Elon going back to his roots - back to x.com - and building what he always wanted in the first place: one place that runs your entire financial life. When he rebranded Twitter to 𝕏 in 2023, he said straight up that we’re adding the ability to conduct your entire financial world. He even said you may not even need a traditional bank account. Most people brushed that off. And now it’s becoming real. 𝕏 Money has already been live in closed beta internally within the company. A limited external beta is expected soon, and they’ve already secured money transmitter licenses in over 40 states plus DC. 𝕏 Payments is registered with FinCEN. Visa is officially partnered. You’ll be able to fund your wallet instantly, send peer-to-peer payments, move money to your bank, and eventually use a debit card. And I think this is just the beginning. This will probably start as a simple wallet where you can send money as easily as sending a DM. With this technology, you can pay creators, pay subscriptions, pay whatever bills, shop inside the app, get paid inside the app, and much more. Then, there will be high-yield savings, you can invest, you can get loans, have money market accounts, maybe even treasury access, cool smart cashtags that let you see live stock prices in your timeline and execute trades seamlessly, crypto integration, potentially full asset management… the list goes on and on… Elon literally said this is meant to be the central source of ALL monetary transactions. Bro… think about that for a sec. Your 𝕏 profile becomes your financial identity. Everyone you follow is already there. Everyone you interact with is already there. That social graph becomes your distribution engine. Like, you won’t need a separate banking app, no need for a separate investing app, no need for a separate payment app… this all lives where you already spend your time. Right here on 𝕏. Look at WeChat in China, which Elon always alluded to. Payments, messaging, shopping, investing - all integrated in one app. It handles $ trillions in volume and became deeply embedded in everyone’s daily life. Now 𝕏 is building the Western version of that, but with a more global reach, and xAI’s AI layered on top of all this. Before you call me crazy, you have to understand how big this opportunity is. Digital payments globally are measured in the tens of $ trillions of dollars annually. Even just capturing a small slice of that across hundreds of millions, and eventually a billion, users can change everything. 𝕏 already has the audience. That lowers customer acquisition costs significantly. Add fintech revenue on top of ads, plus float, plus lending, plus investing tools, and we’re talking about a completely different valuation profile. Now, $44B for this company looks like the bargain of the decade… this was one of the main reasons I invested in 𝕏. And if they execute the way they’ve executed at Tesla and SpaceX, this could truly fundamentally redefine how people handle $ . Most people today still see 𝕏 as just a social media app. I see it as the foundation of a financial system layered on top of a global network. Ultimately becoming the “everything” app. And this I believe is a once-in-a-generation opportunity. Elon is calling this a game-changer. I believe him.

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The Transcript
The Transcript@TheTranscript_·
Druckenmiller: "My advantage is not IQ, it's trigger pulling. I admit it’s some kind of intelligence. But my mother-in-law says I'm an idiot savant. I wasn't in the top 10% of my class. A lot of people think I'm smarter than I am because I'm good at our business. But I have a very narrow form of intelligence that allows me to love and play this game."
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Game
Game@game_for_one·
Highly recommend listening to Stan Druckenmiller's latest interview with Morgan Stanley. Some of my favourite thoughts: - Contrarianism is overrated. The crowd is right 80% of the time - just don't get caught in the other 20% - Your edge isn't being right, it's sizing when you're right and cutting when you're wrong. Soros playbook. - You don't need to understand everything. He couldn't spell Nvidia. He trusted people smarter than him on the details, then made the call - Volatility isn't the enemy. It's your entry point if you have conviction - TA and price/news signals worked until everyone learned them. Edge dies when it becomes consensus - Courage (Balls) matters more than wisdom. He's smarter now than in his 30s and was a better PM then. He had more nerve - Scars don't go away - and they shouldn't. But mistakes are a moment in time. Get over it and move on - Growth investors didn't want Teva, value investors didn't want it either. That's exactly where the opportunity was - stocks stuck in no man's land between investor bases - Where the smartest young people are going is a leading indicator. He tracked Stanford kids shifting from crypto to AI before the trade was obvious - Knowing when something is big doesn't mean you'll hold it perfectly. He sold Nvidia at 800, it went to 1400. Even with the right thesis you'll still screw up the execution - Pattern recognition compounds over decades. There's no silver bullet, just 40 years of seeing things before
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OpenOcean - An EVM + Solana DeFi Aggregator
Best execution on #Solana = aggregate everything 🌊 OpenOcean meta-aggregator routes through @JupiterExchange, @Titan_Exchange, @Raydium, @orca_so, @HumidFi and more, ensuring you ALWAYS get the BEST RATES. No manual comparing. No overpaying. Just best rates. 🌊 Devs: API available👉apis.openocean.finance/developer/apis… Intern's hint: Something new is live on Solana 👀 First to spot it wins a surprise
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Naval
Naval@naval·
Coding an app is the new starting a podcast.
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cryppi / perpdexlist
cryppi / perpdexlist@cryppimagic·
why risk liquidation trading OIL when you can farm funding with delta-neutral setups example: WTI with yields of up to 2000% APY i built a tool specifically for you that tracks all such opportunities across tradfi futures markets on 50 perpDEXs and CEXs perpdexlist.com/funding-arbitr…
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ZER
ZER@zerqfer·
my OpenClaw woke me up at 3:47 AM with one message: "found 6 markets resolving in next 90 minutes while US is asleep, need approval for $12K deployment" i typed "yes" and went back to sleep woke up to +$43,800 been running an agent that hunts timezone arbitrage for 9 days never thought it would actually wake me up the setup: gave OpenClaw access to global news feeds in different timezones: > Japanese government RSS > European parliament calendars > Australian financial wires > Middle East flight trackers > Asian central bank announcements told it: "find markets that will resolve during US sleep hours (2 AM - 6 AM EST), alert me if edge exceeds 30%" what happened at 3:47 AM: agent detected 6 markets resolving between 4 AM - 6 AM across different timezones all had same pattern: > crowd priced them like normal markets > but resolution would happen while americans sleep > official sources in those countries already showing signals the alert: > "Japan rate decision - 68% YES per BOJ leak, polymarket at 23¢" > "EU emergency vote - live stream shows YES winning, polymarket at 31¢" > "South Korea policy - government RSS confirmed, polymarket at 19¢" > "Australia trade deal - minister quoted 2 hours ago, polymarket at 27¢" > "UAE production cut - OPEC meeting notes public, polymarket at 15¢" > "Singapore regulation - parliament session live, polymarket at 22¢" - total edge detected: $43K potential - window: 90 minutes before -capital needed: $12,000 my phone buzzed i opened telegram half asleep saw "approve or miss" typed "yes" closed my eyes 7:30 AM - woke up to notifications: all 6 markets resolved during asian/european morning > US traders woke up to already-closed markets > my positions entered at 15¢-31¢ > all resolved at 95¢-100¢ profit breakdown: - Japan: $8,200 - EU: $6,900 - Korea: $11,400 - Australia: $7,100 - UAE: $5,800 - Singapore: $4,400 - total: +$43,800 checked the logs: agent had been watching these markets for 8-14 hours tracking official sources in real-time waiting for US to go to sleep then finding the moment when: > outcome is basically confirmed overseas > but US crowd hasn't updated prices > resolution is imminent the edge is stupid simple: polymarket is 70% american traders world events don't care about EST timezone while you sleep, markets resolve if you want to copy wallets running this 24/7: thetradefox.com/?ref=AUTOCOPY am i the only one making money while literally unconscious?
ZER@zerqfer

x.com/i/article/2029…

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Kyle Samani
Kyle Samani@KyleSamani·
0/ PropAMMs are one of the most important innovations in market microstructure in years, possibly decades. A thread
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Jupiter
Jupiter@JupiterExchange·
Most onchain assets have never had a money market. They remain illiquid, underutilized, and locked out of DeFi. That changes today. Introducing Jupiter Offerbook @jup_offerbook The money market for everything onchain.
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dman.sol
dman.sol@dman_sol·
@cryppimagic Bro reads my mind, and Claude Code implements it 🤯
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cryppi / perpdexlist
cryppi / perpdexlist@cryppimagic·
If you are not farming funding on perp DEXs you’ve already lost - perpdex1 - you long and get paid ~1000% - perpdex2 - you short and pay ~500% - the 500% delta is your net profit find opportunities across 27 perpDEXs on my site perpdexlist.com
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DoubleZero
DoubleZero@doublezero·
Introducing DoubleZero Edge. DoubleZero Edge is a new platform delivering real-time market data to traders and market participants, powered by multicast. Its first feed: raw Solana shreds directly from leaders, delivered over a high-performance fiber network. Infrastructure that levels the playing field for validators and matches traditional trading systems is here. Dive in ↓
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