🐑 anonymous twitter animal trying to feed my village with magic internet money Ranting in @morethanspecpod
🧑🍳🥩🤌 Medium Rare Chat
Joined August 2022
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Today is my 30th day in actively running lambroz
This post is to boost my self ego, fish for compliments & maybe to thank the friends i meet in the short journey.
📍In this thread
1)Why i started lambro
2)DeFi, NFTfi I covered
3)Friends who inspire me
4)What i learnt & my goals
2Lambroz 🐑 (🧑🍳🥩🤌) retweeted
flood/soska best traders of this cycle and its not particularly close
>hype since tge with max size + clear thesis
>shorted memory top
>longed btc bottom ~62k
>called for recent equities/semis sell off
the point of an X account posting trades isn’t to deliver you exact entries & exits or have 100% hitrate
it’s simply to introduce you to potentially life changing trade ideas
who cares about their shitposts or upbringing or personality
are they posting genuine alpha or not? it’s so rare that the idea that randoms are dunking on the dude is wild
M I the only one that thinks PnL, thesis critical thinking matters 100x more ?
I know ct say dumb shit but come on guys
looking forward to @intern 's 2026 video, but i feel like nothing too crazy happen this year?
we getting soft?
How does $PEARL technical and mining works?
Why wasn't it really proof of useful work but working towards it?
Baby you are the $pearl in my oyster
research credits.
@brezshares (No Limit Holdings): Heresy, the main bull thesis
xitter.cf/brezshares/status/2098…
@jeremiahrogers: PRL as an industrial byproduct
xitter.cf/jeremiahrogers/status/…
@matthew_sigel (VanEck): the dummy matrix problem
xitter.cf/matthew_sigel/status/2…
@zacodil: the 7 problems, and Breslow's reply
xitter.cf/zacodil/status/2107447…
xitter.cf/brezshares/status/2107…
@oystersmakeprl: GPU value vs market cap
xitter.cf/oystersmakeprl/status/…
@rukky_003: the AMA notes
xitter.cf/rukky_003/status/21001…
@immutablejacob: supply growth vs BTC
xitter.cf/immutablejacob/status/…
@RiskAssetLens: the bear case
xitter.cf/RiskAssetLens/status/2…
@therollupco: Tom Schmidt (Dragonfly) on Pearl
xitter.cf/therollupco/status/210…
Interesting read, but a) you lost me on Bitcoin 'wasting' energy, which ignores the entire demand-response and grid stabilization utility of flexible loads. b) The initial PRL algorithm fundamentally failed to stop spammers from mining synthetic/dummy matrices and dumping the token without actually servicing organic, useful AI inference. What changes this?
youtube.com/watch?v=uxNCugV7…
00:00 Introduction
00:34 What is the main idea of PRL?
01:56 The main pitch of Pearl
03:03 The technicality: How Pearl works
04:40 Who's behind this project?
05:36 The only partnership so far: Together AI
06:34 Does Pearl actually working as intended?
08:55 What's the reason behind the hype?
10:33 What is the social sentiment around Pearl?
14:26 What's next for Pearl?
16:02 Final verdict
2Lambroz 🐑 (🧑🍳🥩🤌) retweeted
Everyone's got a narrative. Not all of them make it to the next cycle. We break down what we think actually sticks in this episode 👇
00:25 Intro & Token2049 takeaways — the barbell market thesis
03:45 Why there's no alpha launch this cycle — Monad, Bera, Ethena & consensus trades
08:10 Backpack, mid-caps & why Lambro lost his edge on swing trading
12:55 Papertrade deep dive — how the 1000x gambling perps mechanism works
20:40 Builder wars — Blur chain shutdown, trench.com, Flood & what makes you switch apps
28:05 Ledger supply chain attack breakdown & the private banking problem on-chain
35:35 Sharpbyte vault, tokenized funds & the 10% yield unlock for TradFi
41:25 Robotics data arbitrage — crypto people chasing the next yield farm
📹 @ManoppoMarco @2lambro
TLDR on @metricxyz
lets u place an LP position around an oracle price
e.g. LP 1bps around the $TSLA pyth price
as people trade, the onchain price gets pushed "off" the oracle price and your position earns the spread. when the oracle moves, your position moves with it, no rebalancing
this could make onchain RWA prices way tighter, seems like great tech
@BreederDodo tried a similar approach with PMM but it didnt get traction back then. assets onchain werent a fit and oracles were slow. oracles are way faster now
for LP farmers: volume and fees might be higher (need this to run longer to see). IL should be lower than a tight LP position that keeps rebalancing, since the oracle reprices the pool instead of arbs doing it at ur expense. main risk is getting picked off when the oracle lags
currently no mention of token but quite bullish. they're mentioned by robinhood chain, team members from @Uniswap, @CGkol, @0xageth, @mick_metric, and i noticed referral codes floating around, so not just a group of devs with no gtm and business sense, not sure how can you earn money from this tho
