LANGERIUS
210.8K posts
LANGERIUS
@Langerius
founder @huntersofweb3 | degen, investor, trader, attorney, leading narratives
Katılım Haziran 2015
8.7K Takip Edilen145.8K Takipçiler
@Langerius bro i swear usyk fights like he’s solving a puzzle while everyone else is throwing hands, dude just waits for your soul to blink once and it’s over
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rico dominated for 11 rounds and usyk just waited for one opportunity. found it, ko'd him
watching usyk is like reading sun tzu's art of war. patience, power, defense, offense
btw, a 120kg rico being that shredded and that active is strange. testing should be tightened
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Mostly true. What matters is securing the long-term future of consciousness, both on Earth and other heavenly bodies.
We cannot just focus on Earth, because there are irreducible external (eg massive meteor) and internal (eg global nuclear war) cataclysmic risks.
The Moon is faster to make self-growing, but is more susceptible to problems on Earth. Mars will take longer to make self-growing, because it is so hard to reach, but is more secure from Earth disasters for that same reason.
Both the Moon and Mars should have self-growing civilizations. Making this happen is the prime directive of SpaceX.
Jaynit@jaynitx
Former SpaceX astronaut Garrett Reisman reveals the single prism Elon Musk runs every major decision through "He measures pretty much every major decision by whether or not it brings the day when we have a self-sustainable colony on Mars sooner or later" "That's the prism by which he makes every single decision he makes" "He's got an idea and he'll keep pushing, and he gives us aggressive timelines that we have to work to" "We work really hard to try to meet them. It's hard when you're doing stuff that's this complicated to predict exactly how long it's going to take" "We end up falling a little bit behind, but we do our best"
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ChatGPT shopping feels like the start of a new internet.
Would you trust AI to buy things for you?
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may is almost over
did you hit your goals or just survive it like every other month?
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How do you spot the next QVR before the audited factsheet does.
Nine signals. Ted Seides on alignment. Michael Mauboussin on edge. The chasing-the-2 trap in the middle.
1. ALIGNMENT (Ted Seides, "Capital Allocators")
@tseides has spent a decade interviewing the world's elite money managers. His book "Capital Allocators" is the operating manual: the question is not "can this manager make money." It is "is the firm built so they can keep making it." Mandatory reading for anyone writing tickets.
→ Manager's net worth concentrated in the fund. If they will not eat their own cooking, why should you.
→ Management fee as share of firm revenue. Above 50%, the firm is built on the 2 not the 20.
→ Lockups matched to strategy duration, not to fund optics.
2. COST DISCIPLINE (the chasing-the-2 trap)
The 2 is fixed cost dressed as compensation. The 20 is the test of skill. When a manager builds the firm around the 2, the 20 stops working. Every average losing trade then carries run-rate burn on its back. Eventually a normal drawdown forces the shutdown.
→ Headcount growth versus AUM growth. If OpEx scales like a Series B, the fees fund hires not edge.
→ Cost per basis point of alpha. Compounded burn is silent until it is not.
→ Drawdown-to-shutdown distance. A fund that closes at -35% MDD is a fund whose cost base never priced losing months.
3. EDGE SUSTAINABILITY (Michael Mauboussin, "The Success Equation")
@mjmauboussin has spent three decades writing the canon on skill versus luck. His book "The Success Equation" is the companion volume: process before outcome, base rates before stories, the paradox of skill (the better the field, the more luck dominates variance). Mandatory reading for anyone evaluating active managers.
→ Stated capacity. If they cannot name the AUM where alpha breaks, they have not thought about it.
→ Returns decomposed into skill versus luck. One March 2020 is not a seven-year track record.
→ Same PM, same strategy, independently audited. Continuity is the only durable signal.
QVR is not the lesson. Incentive design is.
D2's flagship runs 0 and 20. There is no 2 to chase.
What is your tenth signal. We are reading.
Fade D2 at your own risk.
D2 Finance@D2_Finance
Respect to @bennpeifert for the level of transparency. Few would write this thread publicly. Worth reading in full for anyone managing derivatives risk. The key passage for allocators is the one about adding risk during the drawdown. Benn's framing: from a portfolio management perspective you want to cautiously, prudently add more risk when positions get more attractive. Academically defensible in a stable regime. Operationally devastating when the regime shifts under you. Four months of -7% to -9% in a row is what happens when a "more attractive" position is actually a regime breakdown the model has not absorbed yet. The mean-reverting prior fails because the mean has moved. Two structural points on how D2 is built differently. One: epoch-based architecture. Each epoch closes and locks. New capital, new sizing, new conviction. No accumulating exposure to a thesis that has not paid because "it should have." LPs re-up or leave based on the closed epoch. We cannot double down on a losing trade across months, no matter how attractive it looks. Structural, not discretionary. Two: investor concentration. 1,200+ deposit positions across our vaults, no single LP above 10%. No anchor investor pushing for a higher-risk share class. The QVR thread is honest that their anchor investor wanted increased risk precisely as the regime turned. We do not have that pressure vector by design. We do not claim a crystal ball. We built the hard way: no VC, no token deal, no anchor LP dictating sizing. Investors self-selected for conviction and patience. That selection is the strongest risk control we have, and it does not appear on any factsheet. The lesson is structural again. Risk management is not just a Greeks book. It is the cap table, the lockup architecture, the LP composition, and the discipline of letting epochs close. fade D2 at your own risk
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@KemarTiti @PythNetwork data feeds are getting more attention lately
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A Pythian chad shipping a website powered by @PythNetwork Pro feeds gets more users than DeFi apps
It's a DATA bull market 🔮
Charm.Sol🔆@Saad_Majdaoui
@KemarTiti @Amensch_Web3 @PythNetwork Ahah yes I think I really had to do it earlier but didnt expect all this to happen
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@bailsecurity @alto_money yeah good to see audits getting published
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Our audit report for @alto_money is ready.
BailSec was tasked with an audit of the Lending Market.
Link to the report on Github👇:
github.com/bailsec/BailSe…
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Got My Copy Of "Freedom Of Money" Today
Excited To Give This A Read
Shoutout To The GOAT In Crypto @CZ_Binance
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market is waking up
degens are realizing "revenue meta" is the new frontier in crypto lands
GGs to @Collector_Crypt long-term builders will prevail
Ansem@blknoiz06
$CARDS generates almost the same revenue as $VVV which is at 1B+ market cap but because its on solana instead of base & the zoomers have decided to only bid memes it still sits at $40M differentiated app in its own vertical with very little competition
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@Langerius So you are saying inj or orca does
Pump is doing buybacks and has been doing whole last year it’s just underperforming
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@DanHar_22 Yeah
LANGERIUS@Langerius
pump: $353m in buybacks, removed ~10% of total supply (~30% circ) -> price -75% since tge hype: $1.07b in buybacks, removed ~4.3% of total supply (~16% circ) -> price +1181% since tge so, buybacks work; but whether it's for you or for team depends on how greedy they are
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2026 is the year Sui keeps shipping.
Gasless stablecoin transfers: done.
Next up:
Adeniyi.sui@EmanAbio
BREAKING💥 PRIVATE TRANSACTIONS ARE COMING TO SUI MAINNET VERY, VERY SOON
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