daddy.eth retweeted
if you're thinking of building on @Enter_Elysium, DM @Tunaswiminsea
u would be amazed by how much difference it makes when a person has strong empathy!
daddy.eth retweeted
IT'S HERE.
Elysian is now LIVE on @Enter_Elysium , and our official token, $ELYSIAN, is live too!
Elysian is a launchpad built to give creators more control over their launches and communities more ways to participate.
CA: 0x298622170fab26db27bd8e29d13c429bfd819eb4
elysianpad.fun/
daddy.eth retweeted
On Elysium, @NestExchange is building on Uniswap v4
Their first hook, AVR, will read the orderbook price natively onchain and raise the pool fee before each swap based on drift
Value that would otherwise go to arbitrage will stay in the pool
daddy.eth retweeted
it's time to reboot @base and run it back
daddy.eth retweeted
Analysis by Rotko, for the Polkadot dotUSD hack. rekt.zkbtc.org/
I'll let everyone judge themselves whether this was a genuine mistake or actually intentional.
I returned all profit that my arbitrage bot made during this incident to the Treasury ($42,191).
I made it in good faith and was not aware that an impending exploit would cause it. Nonetheless, there is a conflict of interest for me and the Polkadot Fellowship.
I hope the Treasury spends it well ✨
assethub-polkadot.subscan.io…
daddy.eth retweeted
The post-mortem of the dotUSD incident is out in the forum by @bkchr
forum.polkadot.network/t/xcm…
daddy.eth retweeted
buy on @Panoptic_xyz sell on @DeribitOfficial
daddy.eth retweeted
Same option chain but on @DeriveXYZ: bid/ask IV is also ~10 points of vol lower on Panoptic.
The reason is partly structural: the Uniswap fee switch decreases the fees (and variance) by 25% across the board.
That and there aren't enough buyers of cheap vol on Panoptic.
daddy.eth retweeted
费率差看着很香，扣完成本呢？
单次快照：509 条参考估算线路，462 条为负（90.8%）。
另一小时窗口，保守口径净正线路：0。
7 天中位数｜逐档盘口进出场｜拒用旧盘口
是测量快照，不是收益展示。
论文：humarb.kimi.page/
DOI : doi.org/10.5281/zenodo.23868…
网站即将内测。
想先用上的，点赞＋关注，内测消息先在这里发。
daddy.eth retweeted
. @HyperliquidX 两个 Anthropic 盘前合约，如果你在考虑做 io:ANT <> xyz:ANT 甚至跨所的价差扩大 or 收敛，最好真的搞清楚怎么换算隐含估值，不然最好可能都不知道自己咋亏的
1️⃣ @entropyIO 按市值报价: $1 对应 $1B；
> entropy 现价 1802，隐含市值大约 $1.8T
2️⃣ @tradexyz 按一股多少钱报价
> xyz 现价 112；Anthropic S-1 里 Public Benefit Fund 约 8.468 亿股占全稀释 5%，反推大约 16.93B 股，乘上去能算出大约对应 $1.9T 市值
—— 对齐以后 xyz 大概 “溢价” io 5.5%
—— 但也可见这个“溢价”不确定性很大
16.93B 是拿 S-1 外推出来的对齐假设，招股书很可能还会改动（比如落在 16.12B 股正好打平 io<>xyz 估值价差）
很多人应该会想起 xyz $SPCX 盘前，股数经历了 11.87B 股 > 12.52B 股 > 13.08B 股的变化，但 xyz 选择不按股数 rebase 的，从头到尾赌的是一股预期价格，不理解规则很容易踩坑
> entropy OI 是 xyz 1.9 倍（$74M）
> 近 24 小时交易量是 xyz 2.6 倍（$16M）
Entropy 隐含市值就是报价 × $1B，几乎不会被拆股影响，也不用考虑 rebase —— 或许 entropy 的 $ant 持仓量超过 xyz 有用户的风险考虑？不用担心股数变化 / rebase
图 1️⃣ 推荐 @cryppimagic 做的网站，一目了然对比 xyz<>io $ant 价差，股数这个系数是可以调整的，目前图里就是设置在 16.93B；链接我放在评论区
daddy.eth retweeted
笑死我了，老外项目破防了，曝光了200多个KOL
@RobinGuards 项目找了海量KOL宣发，据说每人50U，最后NFT连5U都没卖出去。
其实老外的KOL组织更团结/更虚假，他们是一个互助群体，很多英文CT每条推文200+条回复。
比如ZAMA项目，越南社区一天拉了两千人社区，TGE后零人活跃，给创始人Rand忽悠瘸了。
说句实话，其实现在找什么KOL宣发都没啥用，99%起到的作用就是氛围感，TGE前一块帮着喊个666。
顶流也一样，潜入过一些顶流群，拉五个人头都费劲。
币圈现在什么人真的能带量？
PUA自己小社区的话术大佬，真真假假的交易大神。
daddy.eth retweeted
Today a malicious third party app named “SKR Claim” was submitted to the Solana dApp Store. The App Spotlight and Quests UI were updated following unauthorized access to the dApp Publishing Portal. The app requested entry of user seed phrases.
The app was live on the dApp Spotlight for one hour before being removed from the dApp Store. It is currently being removed from devices where it was installed.
Following review, our team identified and patched a bug that allowed linking to apps that were not fully published to mitigate this from happening again.
The Solana Mobile team will never ask you for your seed phrase, for crypto, or to connect your wallet to other apps/sites to claim airdrops.
daddy.eth retweeted
没人知道这个发币币安工程师和朝鲜间谍谈恋爱的账号
其实是一个恶搞账号吗，模仿的是zoomer @zoomerfied
怎么这么多人一本正经的相信
daddy.eth retweeted
DOT/dotUSD pool on @Polkadot Asset Hub drained?
Seeded with $5M via Ref 1944 on Oct 8, it has less than $100k left.
A few traders swapped 1.3M DOT out on 24 Oct. Today at 15:43 UTC a single arbitrageur pulled out $4M dotUSD.
A bug in the pool logic? 🤔
daddy.eth retweeted
Vitalik 在他的《数字极简主义》建议中，建议大家使用 Firefly 这样的平台 💜
“试试 Firefly 这样的工具，找到适合自己的社交媒体使用方式。获取平台带来的有用信息，同时避免被卷进无休止的信息漩涡。”
Vitalik 在自己用了几个月后，也给出了很直接的反馈：“使用它让我感觉好多了。”
连接 X、Bluesky、Farcaster 和 Lens，让内容跨越平台，让你更方便地关注不同社区的人和事。
保留连接，同时也保留自己的节奏。这是 Firefly 希望带给你的社交体验。
daddy.eth retweeted
We identified an exploit affecting the Troves xWBTC/WBTC vault on October 31, resulting in a preliminary loss of approximately 8.6 BTC.
Based on our investigation to date, the exploit was limited to this vault, and no impact has been identified on other Troves vaults.
The exploit involved a legacy rebalancing contract that retained permissions after being replaced.
We have revoked the relevant contract permissions and paused the affected and potentially exposed vaults as a precaution. We are continuing to investigate the incident, verify the full scope of exposure, and work with security partners to trace the funds and explore potential recovery options.
We will provide further updates as findings are verified, including a detailed postmortem and information on options for affected depositors.