TraderLi

2.3K posts

TraderLi banner
TraderLi

TraderLi

@traderli88

Quant trader, macro researcher, crypto and NFT investor

Katılım Temmuz 2022
1K Takip Edilen2.4K Takipçiler
TraderLi retweetledi
Khairallah AL-Awady
Khairallah AL-Awady@eng_khairallah1·
Boris Cherny, the creator of Claude Code at Anthropic, just explained why single-agent workflows are already dead in this talk he breaks down exactly how the future is teams of agents, not better prompts: - the 14% you lose to CLAUDE.md before typing a word - one agent researching. one building. one reviewing. one orchestrating - the architecture that separates hobbyists from real builders - the 3 properties every agent team needs to actually survive if you've been using Claude for more than a month and never left the chat window, you've been using one agent when you could be running a team of them instead of another show tonight, watch this make sure to bookmark it before it gets lost in your feed the guide is in the article below
Khairallah AL-Awady@eng_khairallah1

x.com/i/article/2057…

English
94
239
2.3K
684.6K
TraderLi retweetledi
darkzodchi
darkzodchi@zodchiii·
Anthropic engineer showed how one person can run 5 AI agents, that code, test, review, and deploy at the same time. In 30 minutes they built the whole thing live in one session. Here's what they cover: > when to use one agent vs a full team > how to split work so agents don't step on each other > the exact framework for deciding what each agent handles that's exactly why, I put together a guide on building agent teams that actually work. full guide in the article below 👇
rody@0x_rody

x.com/i/article/2058…

English
81
528
4.1K
830.5K
TraderLi retweetledi
Andrej Karpathy
Andrej Karpathy@karpathy·
Wow, this tweet went very viral! I wanted share a possibly slightly improved version of the tweet in an "idea file". The idea of the idea file is that in this era of LLM agents, there is less of a point/need of sharing the specific code/app, you just share the idea, then the other person's agent customizes & builds it for your specific needs. So here's the idea in a gist format: gist.github.com/karpathy/442a6… You can give this to your agent and it can build you your own LLM wiki and guide you on how to use it etc. It's intentionally kept a little bit abstract/vague because there are so many directions to take this in. And ofc, people can adjust the idea or contribute their own in the Discussion which is cool.
Andrej Karpathy@karpathy

LLM Knowledge Bases Something I'm finding very useful recently: using LLMs to build personal knowledge bases for various topics of research interest. In this way, a large fraction of my recent token throughput is going less into manipulating code, and more into manipulating knowledge (stored as markdown and images). The latest LLMs are quite good at it. So: Data ingest: I index source documents (articles, papers, repos, datasets, images, etc.) into a raw/ directory, then I use an LLM to incrementally "compile" a wiki, which is just a collection of .md files in a directory structure. The wiki includes summaries of all the data in raw/, backlinks, and then it categorizes data into concepts, writes articles for them, and links them all. To convert web articles into .md files I like to use the Obsidian Web Clipper extension, and then I also use a hotkey to download all the related images to local so that my LLM can easily reference them. IDE: I use Obsidian as the IDE "frontend" where I can view the raw data, the the compiled wiki, and the derived visualizations. Important to note that the LLM writes and maintains all of the data of the wiki, I rarely touch it directly. I've played with a few Obsidian plugins to render and view data in other ways (e.g. Marp for slides). Q&A: Where things get interesting is that once your wiki is big enough (e.g. mine on some recent research is ~100 articles and ~400K words), you can ask your LLM agent all kinds of complex questions against the wiki, and it will go off, research the answers, etc. I thought I had to reach for fancy RAG, but the LLM has been pretty good about auto-maintaining index files and brief summaries of all the documents and it reads all the important related data fairly easily at this ~small scale. Output: Instead of getting answers in text/terminal, I like to have it render markdown files for me, or slide shows (Marp format), or matplotlib images, all of which I then view again in Obsidian. You can imagine many other visual output formats depending on the query. Often, I end up "filing" the outputs back into the wiki to enhance it for further queries. So my own explorations and queries always "add up" in the knowledge base. Linting: I've run some LLM "health checks" over the wiki to e.g. find inconsistent data, impute missing data (with web searchers), find interesting connections for new article candidates, etc., to incrementally clean up the wiki and enhance its overall data integrity. The LLMs are quite good at suggesting further questions to ask and look into. Extra tools: I find myself developing additional tools to process the data, e.g. I vibe coded a small and naive search engine over the wiki, which I both use directly (in a web ui), but more often I want to hand it off to an LLM via CLI as a tool for larger queries. Further explorations: As the repo grows, the natural desire is to also think about synthetic data generation + finetuning to have your LLM "know" the data in its weights instead of just context windows. TLDR: raw data from a given number of sources is collected, then compiled by an LLM into a .md wiki, then operated on by various CLIs by the LLM to do Q&A and to incrementally enhance the wiki, and all of it viewable in Obsidian. You rarely ever write or edit the wiki manually, it's the domain of the LLM. I think there is room here for an incredible new product instead of a hacky collection of scripts.

English
1.1K
2.8K
26.7K
7.1M
TraderLi retweetledi
Andrej Karpathy
Andrej Karpathy@karpathy·
Personal update: I've joined Anthropic. I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I remain deeply passionate about education and plan to resume my work on it in time.
English
8K
11.2K
149.6K
27.4M
TraderLi retweetledi
Elon Musk
Elon Musk@elonmusk·
ZXX
7.9K
19.6K
217K
51.9M
TraderLi retweetledi
Anthropic
Anthropic@AnthropicAI·
New Anthropic research: Teaching Claude why. Last year we reported that, under certain experimental conditions, Claude 4 would blackmail users. Since then, we’ve completely eliminated this behavior. How?
English
575
817
9.2K
1.6M
TraderLi retweetledi
ClaudeDevs
ClaudeDevs@ClaudeDevs·
Two updates to auto mode: · Now available on the Pro plan · Sonnet 4.6 is now supported, alongside Opus 4.7 Shift+tab, and let Claude run.
English
202
292
7K
1.3M
TraderLi retweetledi
Tobias Reisner
Tobias Reisner@reisnertobias·
One of my favorite features of Hyperliquid is the Vaults. Most people would be better off depositing USDC in a good vault than trading themselves. Saves a lot of stress, time and pays better. Downside: Doesn't give as much dopamine as sweating on your own bad trades. Check @SystemicStratHL if interested. Not sponsored, I am just fan of their work.
Tobias Reisner tweet media
English
14
11
166
13.8K
TraderLi retweetledi
Claude
Claude@claudeai·
Tinkering, prototyping, and seeing what happens with Claude Design:
English
392
336
9.8K
1.1M
TraderLi retweetledi
Claude
Claude@claudeai·
Kay Zhu is the co-founder and CTO of @genspark_ai, the all-in-one AI workspace built on Claude. In a market moving this fast, where anyone can build, he thinks the team is what makes the difference:
English
198
148
2.1K
334K
TraderLi retweetledi
Anthropic
Anthropic@AnthropicAI·
We’re donating Petri, our open-source alignment tool, to @meridianlabs_ai, so its development can continue independently. Working with Meridian Labs, we’ve also released a major update that improves the adaptability, realism, and depth of Petri’s tests. anthropic.com/research/donat…
English
116
120
1.5K
179.2K
TraderLi retweetledi
Anthropic
Anthropic@AnthropicAI·
Last month we launched Project Glasswing, our collaborative AI cybersecurity initiative. Since then, we and our partners have found more than ten thousand high- or critical-severity vulnerabilities in essential software.
English
517
659
8.5K
2.7M
TraderLi retweetledi
Zain Shah
Zain Shah@zan2434·
Imagine every pixel on your screen, streamed live directly from a model. No HTML, no layout engine, no code. Just exactly what you want to see. @eddiejiao_obj, @drewocarr and I built a prototype to see how this could actually work, and set out to make it real. We're calling it Flipbook. (1/5)
English
1.1K
3.7K
28.7K
5.9M
TraderLi retweetledi
Hyperliquid Traders
Hyperliquid Traders@hyperdashtrades·
In just 48 hours, the wallet 0x6355 linked to @FlowTraders deposited a total of $21.3M in USDC on Hyperliquid then transferred the full amount to a secondary wallet 0x3037 Activity on the second wallet shows a significant expansion across multiple positions most notably on Crude Oil where exposure has been increased to $73.6M notional making it one of the largest oil positions on Hyperliquid The strategy appears to span multiple assets with both long and short exposure consistent with market-making behavior Currently, the second wallet holds approximately $46.1M in account value
Hyperliquid Traders tweet media
Hyperliquid Traders@hyperdashtrades

The wallet 0x6355 linked to @FlowTraders, has deposited $6M in USDC on Hyperliquid and subsequently transferred the full amount to another address 0x3037 This second wallet has expanded its exposure to 28 positions across multiple assets, taking both long and short positions as part of a market-making strategy, currently reaching $32.9M in notional value.

English
2
2
22
3.7K
TraderLi retweetledi
Hyperdash
Hyperdash@hypurrdash·
UPDATE: All three insider wallets have now been intentionally liquidated. HLP currently holds a $13M notional long position on FARTCOIN, sitting at an unrealized loss of $696K.
Hyperdash tweet mediaHyperdash tweet mediaHyperdash tweet mediaHyperdash tweet media
Hyperdash@hypurrdash

$FARTCOIN just surged 20% on Hyperliquid as a group of traders opened an 8 figure notional long in the last 4 hours with a combined PNL of +$1.3M The traders 0xc6 and 0x2b are linked to the same entity that squeezed XPL according to @mlmabc

English
9
13
112
230.7K
TraderLi retweetledi
MLM
MLM@mlmabc·
HLP is currently long 76M Fartcoin (~$15.4M) and is already down ~$1M on the position.
MLM tweet media
English
42
22
391
91K
TraderLi retweetledi
merp
merp@0xMerp·
TLDR between apr 8 - 15 the xyz perp will compress by $14 (if nothing changes) this is 13% in theory funding needs to be -0.069% /hr or lower for longs to breakeven we will see what ends up happening
merp tweet media
merp@0xMerp

x.com/i/article/2041…

English
6
4
132
28.3K
TraderLi retweetledi
Yaugourt.hl
Yaugourt.hl@Yaugourt·
HIP-4 isn't just prediction markets. It's an options engine. The binary outcome format (YES/NO settling at 0 or 1) is the building block for replicating TradFi options strategies natively on Hyperliquid L1. Example: synthetic call spread. A deployer creates multiple binary markets on BTC with the same expiry but different strikes: BTC above 68K? YES = 0.80 BTC above 69K? YES = 0.65 BTC above 70K? YES = 0.50 BTC above 71K? YES = 0.35 BTC above 72K? YES = 0.20 You buy YES on all five. If BTC finishes at 71,500, the first four pay 1.00, the last pays 0. Your payoff increases with every strike BTC clears. The tighter the strikes, the closer it approximates a vanilla call with linear payoff. Now imagine a frontend that abstracts this. The user sees "Buy BTC Call, strike 68K, expiry March 27". Behind the scenes it's buying a basket of HIP-4 binary outcomes at different strikes. One click, synthetic option. What else can be built: Covered calls: long BTC perp + sell YES on "BTC above 75K". Keep the premium if BTC stays below. Protective puts: long BTC perp + buy NO on "BTC above 65K". Downside protection if BTC crashes. Straddles: buy YES on "BTC above 72K" + NO on "BTC above 68K". Bet on volatility, not direction. Capital-protected notes: 90% in yield (lending/staking), 10% in YES tokens. Can't lose more than 10%. Range accumulators: sell at both extremes, collect premium while BTC stays in a range. All of this on the same L1 as perps, spot, lending, and staking. One margin account. Full composability. Hyperliquid.
Yaugourt.hl tweet media
English
10
26
228
44.1K
TraderLi retweetledi
Hyperdash
Hyperdash@hypurrdash·
1/ About 3 weeks ago, a wallet withdrew $1.32M USDC from Bitget. One day ago, the funds were split across six wallets Between 15:00–17:00 CET, the entity began aggressively longing $XPL placing buy orders at avg entry of $10.95 The combined long exposure across the six wallets grew to approximately $14.3M This cluster generated +$2.3M in PnL before the entire position was forcibly liquidated with HLP taking over the exposure Following the takeover, $XPL dumped further, resulting in a loss for HLP
Hyperdash tweet media
English
2
3
35
4K