vans163
310 posts



Takeaways from Consensus 🌴 Miami 🌇:
- Circle, anchorage, syngum and more are working to get 3T from tradfi to onchain.
- Yield bearing, transferable collateral is a key piece to this
- AI as a judge vs AI sets deterministic policy. Are both valid approaches to security
- Quantum won't break your chains consensus if finality is fast.
- Quantum WILL steal your coins, so shield your addresses. We could see the first cracks in 365 days from today.
- The bear market is in full swing
- VCs want to see web2.5
- Big players are internally building huge baskets of products instead of investing. YOU NEED MOAT
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CLAUDE CODE CAN NOW PULL LIVE DATA FROM 17,000+ STOCKS, CRYPTO PRICES, AND FINANCIAL STATEMENTS IN SECONDS.
One command. 60 seconds. Done.
Here is the exact setup:
Step 1: Open Claude Code and paste this:
claude mcp add --transport http financial-datasets mcp.financialdatasets.ai
Step 2: Authenticate
Type `/mcp` inside Claude Code and complete the OAuth flow in your browser.
Verify the connection anytime:
claude mcp list
Step 3: Start prompting
- "What is Apple's current P/E ratio and market cap?"
- "Show me Tesla's income statement for the last 4 quarters."
- "How has Bitcoin's price changed over the past year?"
That is it.
Claude Code now has direct access to real financial data across 17,000+ stocks, earnings reports, balance sheets, income statements, cash flow data, and crypto prices.
The analysts paying $24,000 a year for a Bloomberg Terminal are not going to be happy this exists.
Before this you needed a Bloomberg Terminal or a complex financial data API or hours of manual research across multiple sources.
Now you need one command and 60 seconds.
The quants, analysts, and portfolio managers who figure out how to combine Claude Code's reasoning with live financial data access will have a research edge that compounds every single day.
Bookmark this before you open your next brokerage account.
Docs if you run into errors: #claude-code" target="_blank" rel="nofollow noopener">docs.financialdatasets.ai/mcp-server#cla…
Follow @cyrilXBT for every Claude Code integration that changes how you work with data.
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@vgrichina that solitaire game is mint. can i deploy it somewhere and have an agent play it by seeing vision of the screen?
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Do the VCs have enough funding to fund a long-term non-low-hanging-fruit play? That might take 5-10 years to generate the first revenue? And are ready to sit at a 90%+ drawdown for a couple years on their initial investment?
The businesses above are easy to flip/sell/get-aquired/explain-to-other-vcs-in-the-series-a.
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The way the market is moving, where VCs want to see preseed revenue and are available only to write a check at a 1:1 or 1:5 vs the revenue (500k revenue == 500k seed check) will soon be the demise of the VCs.
There will be no need for VCs anymore, instead private capital, banks, governments will provide the preseed as a loan. A business with no financial model wont take such a loan, while companies with solid strategies will take the risk at bankruptcy.
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The shift in the crypto fundraising landscape the past 6 months has been insane.
Crypto VCs used to have to constantly be networking/writing/podcasting/going on spaces/promoting your thesis/getting on 10 deal flow calls a week, to get into good deals...now it's literally enough to just have capital to write checks.
Deals are being pushed rather than dug out. Inbound if people know you have money is at an all-time high.
Most firms are either 1) Out of money 2) Moved to Series A and beyond or 3) Fundraising (with no success).
Deals that used to close in 2-3 weeks now close in 2-3 months.
Firms with questionable business models or copy pasta of the latest trend are getting zero primary or follow-on funding (Good news!).
There are now realistically <20 firms writing checks in pre-seed/seed.
VCs basically have the pick of any deal they want, with more time to do DD.
IMHO 25/26 are going to be historic vintages for those who stick around.
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Each executed action ends up in a Merkle Tree as a ZKP or PQC hash. As long as the merkle root traces back to the TEEs root of trust, its valid. Anyone who has the inputs can then verify against the ZKP/Hash that this action was taken and its a part of the merkle tree.
Those without inputs will have to accept the proof at face value trusting the TEE did its job.
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@amadeusprotocol Interesting design. The deterministic plus enclave combo is the part that actually makes this usable in finance. How do you expose enough execution trace for an auditor or user to verify what happened without leaking the private strategy or sensitive inputs?
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Degrees were always useless with the invention of the internet. You can just search all the data you need.
Before getting a degree ment you had access to library and resources that others didnt.
Now random blogger online has 10x the experience of your compsci professor as they started hacking at 7y old.
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@DNAutics @josevalim Yes singleshot+requeue pattern. If you degrade during a send_interval you can bubble events then flood a genserver.
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@vans163 @josevalim You using Process.send_after(self()...) instead of :timer.send_interval?
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I love running "hail mary" prompts like this.
A few weeks ago I prompted Opus to find code loading optimizations in the Erlang/OTP code base. It came up with 6-7 options, 3 of which I could automatically discard, and I asked it to build experiments for the remaining ones.
Out of those, 1 was clearly successful, which I then wrapped up and now Erlang/OTP 29 will boot 10% faster for everyone.
/autoresearch from @karpathy seems to package this experience into a tighter loop and, if it can find something meaningful, it stands to benefit everyone, especially on OSS. Can't wait to try it and maybe "hail mary" a few other optimizations.
tobi lutke@tobi
OK, well. I ran /autoresearch on the the liquid codebase. 53% faster combined parse+render time, 61% fewer object allocations. This is probably somewhat overfit, but there are absolutely amazing ideas in this.
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@coolcoder56 async is slower as your doing operations. sequential execution is fastest
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