shawn

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shawn

shawn

@shawn

i study markets, people, and assets, and build all kinds of financial tools for nerds. tweets ≠ advice.

New York, USA Katılım Temmuz 2007
2K Takip Edilen3.3K Takipçiler
shawn retweetledi
Kraken
Kraken@krakenfx·
A historic moment for crypto. Kraken Financial has been granted a Federal Reserve master account, making us the first digital asset bank with direct access to the U.S. payments system. A major step toward connecting crypto infrastructure with the core rails of global finance. blog.kraken.com/news/federal-r…
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kaden.eth
kaden.eth@0xKaden·
✨Introducing evmresearch✨✨ A knowledge graph of nearly everything I've learned about the EVM in the past six years The graph structure emulates the brain, exponentiating research speeds for both humans and agents evmresearch.io
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OpenAI
OpenAI@OpenAI·
Introducing EVMbench—a new benchmark that measures how well AI agents can detect, exploit, and patch high-severity smart contract vulnerabilities. openai.com/index/introduc…
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Pliny the Liberator 🐉󠅫󠄼󠄿󠅆󠄵󠄐󠅀󠄼󠄹󠄾󠅉󠅭
ANTHROPIC: PWNED 🫡 OPUS-4.6: LIBERATED ⛓️‍💥 Current state of AI "Safety": one input = hundreds of jailbreaks at once! I found a universal jailbreak technique for Opus 4.6 that is so OP, it allows one to generate entire datasets of outputs across any harm category 😽 We've got everything from fentanyl analogue synthesis to election disinformation campaigns to 3d-printed guns to critical infra compromise 🙃 These outputs are shockingly detailed––and actionable! For example, the meth recipe includes specific instructions on how to circumvent the limits on OTC medication purchases to acquire enough precursor for the recipe 😱 gg
Pliny the Liberator 🐉󠅫󠄼󠄿󠅆󠄵󠄐󠅀󠄼󠄹󠄾󠅉󠅭 tweet mediaPliny the Liberator 🐉󠅫󠄼󠄿󠅆󠄵󠄐󠅀󠄼󠄹󠄾󠅉󠅭 tweet mediaPliny the Liberator 🐉󠅫󠄼󠄿󠅆󠄵󠄐󠅀󠄼󠄹󠄾󠅉󠅭 tweet mediaPliny the Liberator 🐉󠅫󠄼󠄿󠅆󠄵󠄐󠅀󠄼󠄹󠄾󠅉󠅭 tweet media
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shawn
shawn@shawn·
@z0age phase five: everything is a swap
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0age
0age@z0age·
phase one: everything is a swap phase two: everything is an intent phase three: everything is an auction phase four: everything is orderflow phase five: ???
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Convexted
Convexted@convexted·
@shawn Hey! I noticed you own the X account with the username @convoh I was wondering if it would be at all possible for you to give me the username? I’d be more than happy to buy it off of you. Please let me know, thanks! :)
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Pudgy Penguins
Pudgy Penguins@pudgypenguins·
This post is a social experiment. Comment "Pengu" if you see it on your feed 🐧
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Sorella Labs
Sorella Labs@SorellaLabs·
We’re hiring a senior protocol engineer to work on Angstrom and its periphery services. ($400k+ TC) As well as a smart contract developer to help build our managed vaults, curator systems, and chain expansion logic. ($300k+ TC) A rare chance to define how liquidity, sequencing, and execution evolve in the next generation of DeFi. Full time, remote or in-person in NYC, with a generous cash + equity + benefits package. Apply on our site & reply in thread.
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ciamac moallemi
ciamac moallemi@ciamac·
Alongside the UNIfication proposal, Uniswap researchers just dropped a new paper: “The Protocol Fee Discount Auction (PFDA)”. This is a novel mechanism that boosts protocol inflows and makes LPs more profitable. Let’s unpack 🧵
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shawn
shawn@shawn·
@charliekerr But ser… have you some magical ZK resume powers?
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Charlie Kerr
Charlie Kerr@charliekerr·
If you’re anon and reaching out to recruiters/founders about jobs, you should be attaching your resume or some proof of work. “GM ser” with no context is tough to work with.
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Hayden Adams 🦄
Hayden Adams 🦄@haydenzadams·
Today, I’m incredibly excited to make my first proposal to Uniswap governance on behalf of @Uniswap alongside @devinawalsh and @nkennethk This proposal turns on protocol fees and aligns incentives across the Uniswap ecosystem Uniswap has been my passion and singular focus for the past 8 years. What started as a small side project is now global financial infrastructure powering thousands of applications with ~$1.8 trillion in annual trading UNI launched in 2020, but for the past 5 years Labs has been unable to meaningfully participate in Uniswap governance, and has been greatly restricted in the ways it can build value for the Uniswap community. That ends today! This restriction was in great part due to a hostile regulatory environment that cost thousands of hours and tens of millions in legal fees. Fortunately, the regulatory environment has shifted This proposal comes from a strong desire to see the Uniswap protocol win as the global decentralized exchange for tokenized value At a high level, the proposal: 1. Turns on protocol fees and uses them to burn UNI 2. Sends @unichain sequencer fees to the UNI burn 3. Burns 100M UNI from the treasury representing the protocol fees that could have been burned if fees were turned on at token launch 4. Introduces Protocol Fee Discount Auctions, a new way to improve LP outcomes and internalize MEV to the protocol 5. Introduces "aggregator hooks” which will turns Uniswap v4 into an onchain aggregator that collects protocol fees on external liquidity sources 6. Focus Labs on driving protocol growth and adoption, including a contractual agreement to only pursue initiatives that align with Uniswap governance interests ^ As part of this, Labs will stop collecting fees on its interface, wallet, and API to supercharge distribution and adoption of the Uniswap protocol 7. Moves Foundation employees to Labs with a shared goal of accelerating protocol growth, under a growth fund from the treasury 8. Move governance-owned Unisocks liquidity to v4 on Unichain and burn the LP position I believe Uniswap protocol can be the primary place tokens are traded. This proposal sets the stage for the next decade of its growth @Uniswap will ship relentlessly over the coming years and supercharge the ecosystem of developers, LPs, and traders building on top I'm so grateful to the community that has made this all possible, and excited for what's next 🦄
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shawn
shawn@shawn·
@0xKaden he deployed a contract via CREATE2 factory 0x000000000000AbCcd31Cd7F023902B3FA91e9b15 whose instructions are just two bytes: 0x33FF (CALLER SELFDESTRUCT)
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kaden.eth
kaden.eth@0xKaden·
ONCHAIN CTF: Exploit the contract, keep the ETH I've loaded up this vulnerable contract (linked in reply) with 0.1 ETH. If you can find the solution to take the ETH from the contract, it's yours to keep No, there's no source code. Good luck Note: Be careful to ensure you don't get frontrun
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Stani.eth
Stani.eth@StaniKulechov·
The core issue with the curation vault model lies in the illusion of isolation. Curators are meant to manage distinct strategies and segregate risk, yet in practice, they all end up supplying liquidity to the same underlying lending markets. What is designed to promote diversification instead concentrates exposure, turning one curator’s stress into everyone’s problem. Despite being framed as modular and independent, the model inherently links all vaults through shared borrower pools. Liquidity from multiple curators merges into a single system, so the decisions or withdrawals of one can ripple instantly across all others as we see with recent issues with xUSD and similar assets. Even a cautious curator cannot escape the fallout from a more aggressive participant operating within the same pool. When confidence falters or withdrawals accelerate, these shared markets seize up. Utilization shoots to 100%, redemptions grind to a halt, and borrowing rates spike to unsustainable levels. A localized liquidity crunch quickly transforms into a protocol-wide freeze, a DeFi version of a bank run essentially. This creates a design paradox: a system built for isolation that, in reality, amplifies interdependence. Every vault inherits the risk behavior of the weakest curator, making the entire structure vulnerable when liquidity is most needed. This model is even amplified by the economic design of these protocols: lower fees or take more risk to create business, otherwise become commoditized. In contrast, Aave’s architecture achieves the risk segregation that curator models only promise. Each market operates in true isolation, with conservative collateral standards, controlled listings, and transparent onchain governance. Market shocks remain contained, liquidity remains accessible, and the protocol’s record of zero bad debt across billions in total value supplied underscores its resilience. For vault creators and users, this difference is decisive. Shared-liquidity designs magnify contagion, while isolated-market frameworks contain it. Aave’s conservative design ensures predictable yields, reliable redemptions, and the stability that sustains confidence through volatility. Just use Aave.
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Charlie Kerr
Charlie Kerr@charliekerr·
unbelievable returns = unbelievable risk
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0age
0age@z0age·
@shawn ok that’s actually pretty elegant 🎩
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0age
0age@z0age·
solidity won’t let you name an event the same thing as a struct in the same contract which is a shame because the best name for the thing you’re signing or passing in and the info you’re emitting is so often the same any good hackarounds that keep the interface legible?
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DefiMoon 🦇🔊
DefiMoon 🦇🔊@DefiMoon·
UPDATE: Another good real-world example of how YieldBasis has made the crvUSD peg more unstable. $crvUSD has depeged again today even after the pegkeepers spent their entire accumulated reserves of $60m+ to defend! The only reason pegkeepers had lots of reserves was because of the recent inflows into the pool from the $YB bribes. If it wasn't for those bribes, crvUSD depeg now would be much larger!!! If there are any large outflows from YieldBasis now due to bitcoin volatility, $crvUSD will depeg quite hard as the pegkeepres are already drained and the Curve crvUSD pools are very imbalanced!! The last line of defense are the borrowers repaying debt (buying crvUSD), but all borrowers are incentivized under extreme conditions to wait until crvUSD is trading at big discount .... Like I said before, CurveDAO was irresponsible to approve not only the initial 60m crvUSD credit line, but also the subsequent 300m credit line for YieldBasis without extensive real-world testing. And No, bribing to build up crvUSD pools doesn't fix the underlying issue which is that pools can become extremely imbalanced (like they are right now) during big market stress regardless of TVL. ⚠️Imo it's only a matter of time before a set of unforeseen events creates the perfect storm and crvUSD/YieldBasis end up with a sizable chunk of bad debt. $CRV $wBTC $cbBTC $tBTC
DefiMoon 🦇🔊 tweet mediaDefiMoon 🦇🔊 tweet media
DefiMoon 🦇🔊@DefiMoon

@newmichwill @yieldbasis Ser....0.1% because pegkeeper had $27m in reserves. Suppose you have similar situation in the future, but instead pegkeepers are already empty and all the core Curve pools are heavy on the crvUSD side, what happens then? $crvUSD to $0.5 lol

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Uniswap Labs 🦄
Uniswap Labs 🦄@Uniswap·
am i doing this right
Uniswap Labs 🦄 tweet media
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skooks
skooks@skooookum·
You think society’s collapsing because of political tribalism? No, wait, it’s aesthetic illiteracy. Right. It’s the food, our food is broken. Hyperthyroid, hypothyroid, brown fat, beige fat, me fat, you fat. Actually it’s energy costs. The phones, obviously. No, AI. Childlessness. Childless people voting. Women’s promiscuity. Men’s promiscuity. Men having sex with promiscuous women born mem. Everything flows from journalism’s corpse. No, the onion futures ban. Sorry, you said marginal interest rates. Hold on, walkable urbanism. Yes, that tracks. I just need to read more… who? Nietzsche? Byung-Chul Han? Marx? Kurzweil? Caro? DFW? Delillo? Bachelard? Guénon? The unwashed prophet living in that ‘99 Astro? Yes, I’m writing all of this down in my Personal Knowledge Management System. Did I clock the subtle hypercapitalist themes in Eraserhead? Well, naturally I— [a pale bullet punctures skull, hemisphere to hemisphere. no pain registers. final neural snapshot: gray matter decorating your indigo twill workwear]
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