Anton Grigorev

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Anton Grigorev

Anton Grigorev

@zkToha

Co-founder & CTO @SplyceFi | Member @SuperteamAE

🦄 Katılım Nisan 2018
473 Takip Edilen561 Takipçiler
Anton Grigorev
Anton Grigorev@zkToha·
Happy Bitcoin Pizza Day everyone 🍕 Thanks to @SuperteamAE for the first slices of the day. More to come
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Anton Grigorev
Anton Grigorev@zkToha·
What does 'Learning Claude' even means? Just saw people selling courses for it already.
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Anton Grigorev
Anton Grigorev@zkToha·
I have not experienced for a long long time such an awful downgrade in UI/UX of an app as I had recently with Jupiter Mobile on Android. I have no proof, but I am pretty sure they vibe coded it. It has this exact smell. I reviewed quite a lot of vibecoded apps already. Okay, UI itself is subjective. Some people may like it more, some less. But the amount of bugs is not something you can dismiss with “you just don’t like the redesign”. It genuinely feels like product quality assurance lost against shipping speed. And don’t get me wrong I LOVED Jupiter mobile.
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Anton Grigorev
Anton Grigorev@zkToha·
For me @Swatch Royal Pop gives strong NFT era vibes. Haven’t seen this kind of hype in crypto cr around previous models. Maybe I’m just getting old, but it feels more like the Labubu phenomenon than something I’d personally want to pay full price for - especially considering what you then need to spend to actually wear it properly. Meanwhile @AudemarsPiguet played it perfectly. They didn’t upset real watch owners. If anything, they made them even happier watching kids queue for a Swatch collab while flexing the true thing.
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Anton Grigorev retweetledi
Splyce Finance
Splyce Finance@SplyceFi·
$29B gap between what's tokenized onchain and what's active in DeFi. Tokenization put the assets onchain. The credit infrastructure was never built. Variable-rate pools assume collateral is fungible, prices are live and one liquidation logic fits every asset. None of that holds for institutional credit. SAVs are the credit infrastructure. Fixed rate. Fixed term. Isolated by borrower. Liquidation matched to the asset. Built for the gap.
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Bryan Johnson
Bryan Johnson@bryan_johnson·
If Hantavirus mutated into a global threat, it would unleash AI + biotech unlike anything we've ever seen. > genome sequenced and public in 4 hours > AlphaFold maps every protein target > AI screens 10,000 drugs in 24 hrs > 50 vaccine candidates designed simultaneously > AI designed antibodies in days > risk of death computed instantly > decentralized trials launch globally > enroll from home > 20 countries manufacturing at once > first doses in three weeks > real-time dose characterization > your genome + biomarkers determine your protocol > variant map updates every hour No one would wait for governments.
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Zedz
Zedz@Zedz0x·
@zkToha they didn't all travel together
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Anton Grigorev
Anton Grigorev@zkToha·
Not everyone in a single flight, right? Feels way too risky to have that many people of that scale in one bus. Should be escorted by a flying aircraft carrier.
The Kobeissi Letter@KobeissiLetter

This is absolutely insane. President Trump is currently flying to China with all of the following people to request "deals" with China's President Xi: 1. Elon Musk, Tesla and SpaceX CEO 2. Jensen Huang, Nvidia CEO 3. Tim Cook, Apple CEO 4. Larry Fink, BlackRock CEO 5. Stephen Schwarzman, Blackstone CEO 6. Kelly Ortberg, Boeing CEO 7. Brian Sikes, Cargill CEO 8. Jane Fraser, Citigroup CEO 9. Larry Culp, General Electric CEO 10. David Solomon, Goldman Sachs CEO 11. Sanjay Mehrotra, Micron CEO 12. Cristiano Amon, Qualcomm CEO President Trump also says there are "many other" CEOs joining him on the trip who have not yet been disclosed. Never in history has such a trip even remotely near this scale and caliber occurred. This Trump-Xi meeting is far bigger than most realize.

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Anton Grigorev
Anton Grigorev@zkToha·
And @SplyceFi has them all
R3NSMAN@R3NSMAN

the prime brokerage comparison is a spot-on articulation of where fixed-rate DeFi is going. and it scales even further: securities-backed lending, repo against fund interests, margin against private credit LP positions: TradFi's entire institutional credit business is built on this exact model. fixed term, fixed rate, initial margin plus re-strike at renewal. on the variation margin question, the answer is collateral-specific imo. oracle-priced early liquidation for liquid collateral. scheduled-resolution at maturity with a designated liquidator for illiquid RWAs. different implementations, same framework.

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Moo | Elemental
Moo | Elemental@moothefarmer·
Ouch 💀 Anthropic Pre-IPO token on Solana nuked -30%. This is off the heels from @AnthropicAI straight out announcing that it is illegal. tl;dr if you bought these pre-IPO tokens, they are backed by nothing. But to be honest, perps are not too far off 👀 Perps have no underlying asset. They are ALSO backed by nothing. You cannot “redeem” a perp BTC for $BTC. If a perp crashes heavily, there’s nothing you can do to recover your value; you can only pray that enough longs re-enter to bring it back up. [ How did we get here? ] In TradFi you have contracts called “Futures”, which has a fixed settlement date (often monthly or quarterly). Futures are an agreement that you can receive the underlying asset at expiration, or settle the difference in cash. Crypto decided to take this concept, and turn it into futures without an expiration, or perpetual futures as they call it, or as we better know the truncated version: perps. But reinventing futures to an instrument without a settlement date effectively removes any promise or obligation of the underlying. Thereby removing the whole assurance of Futures. [ What keeps perp prices in check then? ] Trust me bro. Literally. They have an incentive system called funding rates that gives incentives to traders to step in when price dislocates. But what happens if they don’t? What if it’s a Luna situation or FTX? Traders won’t step in regardless of how large the incentives are. In these scenarios, prices remain dislocated. In short, perps are fundamentally confidence systems. Their stability emerges from incentives, not hard redemption guarantees. Once arbitrage capital loses confidence, pricing can decouple far more violently than most traders realize. [ Conclusion ] Perps are designed to recover because incentives grow large enough for traders to step back in. But it 1) relies on trust and confidence in the platform 2) in the short and medium term prices can remain violently dislocated Perps are a cool invention. But they are not without downsides. We have a saying in @elementaldefi : Learn first, ape second 🧠
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Anton Grigorev
Anton Grigorev@zkToha·
It happens in crypto sometimes
Brian Armstrong@brian_armstrong

We experienced an outage at Coinbase last night, which is never acceptable. The root cause was a room overheating in an AWS datacenter when multiple chillers failed. We design our services to be redundant to downtime in any one AWS Availability Zone (AZ), and most of our systems worked this way last night, but not all. Our centralized exchange did not. Exchanges have unique architectures that optimize for latency and co-location of clients. It is possible to make exchanges resistant to AZ failures, but this can introduce latency delays that are not desirable along with breaking customer co-location. Given this incident, we'll revisit these tradeoffs to ensure we're giving you the best possible venue to trade. At a minimum, the duration of an outage should be able to be reduced considerably when an AZ move is needed. Thank you to the AWS and Coinbase teams for working through the night to mitigate the issue. We’ll share the detailed technical summary once it's ready.

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SolanaFloor
SolanaFloor@SolanaFloor·
🚨JUST IN: @LayerZero_Core is facing opsec allegations after production multisig keys used to secure user funds were reportedly also used to trade the McPepes memecoin. LayerZero’s Bryan said the transactions were made by people who were part of the LZ multisig but have since been removed, while denying “memecoin trading” and saying it was OFT testing.
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Anton Grigorev retweetledi
Zedz
Zedz@Zedz0x·
every institutional lender we've spoken to comes back with the same thing: "we can't underwrite a variable rate." the reason is structural. if your cost of capital can swing meaningfully overnight, you cannot quote a 90-day deal at the start lenders need rate certainty before they deploy a single dollar fixed rate is credit works in every market that's why SAVs are fixed rate, fixed term, by default
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Anton Grigorev
Anton Grigorev@zkToha·
You can become a better version of yourself today Just do self-custody
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Keşfet

@SuperteamAE @Swatch @AudemarsPiguet @bryan_johnson @grok @Zedz0x @SplyceFi @moothefarmer