@maybeltr @Delphi_Digital good luck out there brother, gonna use the ltr sticker pack for life
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tempest
16.7K posts
tempest
@tempst0
unsupervised access to financial derivatives, @delphi_digital consulting
Katılım Nisan 2014
1.1K Takip Edilen7.3K Takipçiler
Update on life:
Graduated college yesterday. Last week was my final day at @Delphi_Digital
Super thankful to Anil, Kevin, Jason, Ceteris and all of the Hivemind for welcoming me with open arms.
I had a blast of a year, learned a ton, wrote some banger reports, and sent lots of stickers in the telegram chats. I believe Delphi is the best of the best, and will continue to glaze them whenever possible. Leaving was a really tough decision, Delphi is an S tier place to work. Just super grateful for it all.
As for what's next... more on that soon, got a lot of stuff in the works and excited to share.
- doggo out
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im what you can call a trading vet. ive seen this story before
ill call everything right and then somehow miraculously fail to make any money
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U think u know mental illness i been rolling index puts since October
tempest@tempst0
Index puts are pretty cheap but very un-american
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tempest retweetledi
Strongly recommend following @IridiumEagle and @ambient_xyz and getting involved with their testnet if you're an AI enjoyer
Ambient is building an SVM compatible proof of work L1 that supplies verified inference through a 600B parameter AI model and through a variety of fine tunes for different use cases
Ambient has two cornerstones that will strongly resonate
1/ The models are underpinned from PoW. So physical hardware around the world underpins Ambient's AI models. As more come online the model gets smarter and can service inference faster and cheaper.
2/ Travis is an open source champion. He is building for the counter world away from centralized models which is becoming ever more important especially as China goes closed source (See GLM 5.0, Qwen AI lead getting fired post new Open source release and Llama hasnt relased a model since 2001).
Some slightly more technical advantages of Travis' design
- Speed: It uses Solana's Proof of History for speed but replaces Proof of Stake with a new Proof of Logits algo. Miners secure the network by running useful AI models instead of solving random math.
- Efficiency: It drops the computing power wasted on verifying AI outputs to under 0.1 percent. Validators achieve this efficiency by checking a single random word of the AI output instead of the entire text
- Censorship Resistance: The architecture uses built in privacy primitives to ensure censorship resistance
@Delphi_Ventures is proud to back Travis, Max and Ambient!
TravisGood@IridiumEagle
On how little we know about the models we interact with and use daily.
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tempest retweetledi
tempest retweetledi
The underlying oil market is currently in backwardation so there is no rolling fee ie; no carrying cost to long oil on @OstiumLabs. Not sure why you’d trade it anywhere else.
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tempest retweetledi
Earlier today, a user attempted to buy AAVE using $50M USDT through the Aave interface.
Given the unusually large size of the single order, the Aave interface, like most trading interfaces, warned the user about extraordinary slippage and required confirmation via a checkbox. The user confirmed the warning on their mobile device and proceeded with the swap, accepting the high slippage, which ultimately resulted in receiving only 324 AAVE in return.
The transaction could not be moved forward without the user explicitly accepting the risk through the confirmation checkbox.
The CoW Swap routers functioned as intended, and the integration followed standard industry practices. However, while the user was able to proceed with the swap, the final outcome was clearly far from optimal.
Events like this do occur in DeFi, but the scale of this transaction was significantly larger than what is typically seen in the space.
We sympathize with the user and will try to make a contact with the user and we will return $600K in fees collected from the transaction.
The key takeaway is that while DeFi should remain open and permissionless, allowing users to perform transactions freely, there are additional guardrails the industry can build to better protect users. Our team will be investigating ways to improve these safeguards going forward.
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tempest retweetledi
Over the last 6 months we’ve been thinking about stablecoins extensively. In our 2026 Infra year ahead report stablecoins were the main narrative going into the year. The thesis is that stablecoins represent more than just a fiat-denominated digital form of money. They represent the financial infrastructure for this next evolution in global money movement. Stablecoins are the rails.
The cost to send money cross-borders is orders of magnitude cheaper via stablecoins vs wire transfers and traditional money remitters like Western Union and MoneyGram. There are no nostro/vostro capital costs, no intraday liquidity buffers, and no settlement risk premiums.
Emerging markets have been first to adopt stablecoins, and they’ll likely be the first markets to also adopt onchain FX as well. The more friction with the long-tail underserved corridors in the traditional FX rails, the more opportunity for stablecoin rails to abstract it and capture those markets.
Even the institutions are expanding into stablecoins, exploring use cases from intercompany settlement, international payroll, and B2B vendor payments.
Of course, none of this is without its pushbacks from the incumbents when it comes to integrating with the existing legacy system.
Banks and regulators are reluctant to bend the knee to a new form of payment that undermines their potential control and monopoly over money rails. Both profit incentives and structural funding is potentially at stake for these players.
We cover all of this and more in our stablecoin report.
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@DeepDishEnjoyer Idk bro, too much gamma is pinned until triple witching opex, rho vanna alpha beta sigma theta. Wouldn't short the es or nq until this is resolved
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