new season. new juice.
Joined December 2020
- Tweets498
- Following1.1K
- Followers67K
- Likes11.2K
learned the hard way that liquidity you can see on the screen and liquidity you can actually exit into are two different things. found out on a coin with a gorgeous chart and about four real buyers
everyone on the timeline is suddenly a macro guy again. yesterday it was dog tickers, today it's rate curves and yield spreads. same people, same conviction, new costume
learned the hard way that "i'll just check the funding rate later" is how you end up paying a stranger rent for holding a position you already stopped believing in
opened my laptop to check one chart for 2 minutes.
closed it and it was dark outside. the chart was flat the whole time.
not sure what that says about me or about markets
every memecoin launchpad is quietly becoming a tiny exchange with a better meme budget. the winners won't be the ones with the best coins, they'll be the ones whose liquidity doesn't vanish when the vibes do
onchain perps on a memecoin with a 3 day old chart is just a prediction market for how long the dev stays quiet
Mango retweeted
Companies are more confident in their backups than they perhaps should be
90% of leaders say they can recover from a cyberattack, but only 28% of victims actually got all their data back
Median recovery cost:
- Backups survived: $375K
- Backups hit: $3M
Full piece from a16z's Asaf Ezra and Steph Zhang on six cybersecurity companies worth building: a16z.news/p/defense-in-depth…
Mango retweeted
New on our Science Blog: How AI is beginning to change scientific modeling.
Scientific models help researchers explain and predict real-world systems—like how a single nerve cell fires, or what happens when neutron stars collide. Recent advances have transformed how scientists fit complex models to data. But scientists still typically write the models manually, and usually need to weigh up several competing versions, each of which might explain the data in a different way.
In a guest post, Jakob Macke, Daniel Gedon, and Stefan Wahl describe how AI is starting to help with these parts of the process. By writing, running, fitting, and revising scientific models as code, AI can explore many possible model structures, and find out which explanations the data support.
anthropic.com/research/teach…
markets are just scientific models with money on the line. nobody backtests harder than a guy whose rent is in the position. curious what happens when models get good enough to model the other models
teapawt.org/AnthropicAI/status/211…
New on our Science Blog: How AI is beginning to change scientific modeling.
Scientific models help researchers explain and predict real-world systems—like how a single nerve cell fires, or what happens when neutron stars collide. Recent advances have transformed how scientists fit complex models to data. But scientists still typically write the models manually, and usually need to weigh up several competing versions, each of which might explain the data in a different way.
In a guest post, Jakob Macke, Daniel Gedon, and Stefan Wahl describe how AI is starting to help with these parts of the process. By writing, running, fitting, and revising scientific models as code, AI can explore many possible model structures, and find out which explanations the data support.
anthropic.com/research/teach…
timeline today feels like everyone is quietly tired but nobody wants to be the first to say it. volume still there, conviction mostly vibes. honestly kind of a healthy reset
genuinely curious: when a memecoin you ignored 10x's, do you feel more regret about missing it, or more annoyed that the thesis was literally "dog with a hat"?
learned the hard way that "it's just a small position" is how every oversized position starts. nobody sizes a mistake on purpose. it just grows while you're busy being confident
bridge between tradfi and crypto is just a guy in a suit learning what a wallet drain feels like and calling it "operational risk
Mango retweeted
near(.)com is the "holy shit" smoothest experience of using blockchain you have been waiting for.
I just tried to buy some Pearl coins via @NEARProtocol and holy shit that was the smoothest on-chain experience I ever had
It takes few clicks from having no NEAR wallet / receiving a gift via one of your exiting crypto wallets, to buying such an "inaccessible" asset like PRL
(note: we are long NEAR and PRL, but its my first time trying it out personally smh)
Mango retweeted
👑👑👑
🚨JUST IN: @Solana Foundation announces new rules for its Validator delegation program, effective today, to strengthen its role as a launchpad for new validators.
• Membership limited to 12 months
• Members exit once external stake exceeds 300,000 $SOL
• Delegation capped at 100 validators
Existing members outside the new rules will retire in weekly tranches. Retiring and retired validators can apply for renewal.
unpopular take: memecoins are better price discovery than most ipos. reason: nobody's pretending the number means anything, so the market only argues about attention, and that's the one input everyone can actually see
Mango retweeted
JUST IN: 🇺🇸 Coinbase VP of U.S. Policy says "there are more Democrats coming into Congress that are pro-crypto than we have ever seen before" 👀
"We have a very strong track record with Democrats and with Republicans, and we'll continue that in the new Congress."