SDET & Trader QA(e2e uiux). ex qa veranta(ex avantisfi) | ex qa/ops 01exch.. acquired by N1Chain. quality, adoption & distribution RWA levered value allocation
Chart - Not a finacial advice
Joined April 2023
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Vibecoder: Oh yeah im applying for a senior ai engineer
Recruiter : send your project github repo.
Recruiter: ehm thanks maybe in the future when you learn and know why to keep a secret 😆
Testerbrah retweeted
Anthropic: The S-1 numbers
@AnthropicAI has filed to list on @Nasdaq under the ticker $ANT. Quarterly revenue is up 1,368% YoY to $11.6b, and the Jun-26 quarter was its first quarterly operating profit at $974m
1. The numbers
• Revenue: $376m in Mar-25 to $11.6b in Jun-26, with +144% QoQ in the latest quarter
• Margins: adjusted operating margin went from (221)% in Mar-25 to 19%
• Customers: >11,900 paying $100K+ a year, up from >950 a year earlier, and ~250 paying $10M+
• Retention: ~900% net revenue retention (excl. @claudeai Pro/Max). This means existing customers are spending roughly 9x more than a year ago
2. Some Thoughts
• Their growth seems quite concentrated since most of it is enterprise spend
• Profit is one quarter old. H1-26 overall was still a $693m operating loss
• Will $ANT IPO mark the end of the AI bull market soon?
So tokenized stocks wanna take a centralised/monopolized entry.
This is why I preach about perpification rather than spot stocks, there's always an issue with who wants to own the onboarding pie.
I saw someone on Twitter today post about a newspaper fullpage Wallstreet ad advising companies to rally lol.
Perp >>>>
22 companies (incl. MSFT, GOOGL, GS) have objected to OKXICE tokenizing their stocks. But:
- MSFT & GOOGL were tokenized by Securitize on Solana in Oct - did not object.
- Goldman runs its own tokenization business
- Nasdaq wants its own tokenized stock model
So they are not opposed to tokenized stocks, just objecting tokenized by OKX. Everyone wants to own the rails.
Tokenized stock fragmentation is about to get a lot worse.
The sell me a pen concept amazes me for new entrants regarding a product which leads me to the question....
How are you gonna sell me a pen if its my first time hearing about a pen ?
What kinda tactics are you gonna employ if you entirely want people onboarding new entrants rather than existing market participants?
Marketers your opinions are valuable here if you dont mind?
I came across a market for speculating on physical assets like property.
I'm still thinking about the mechanics.
I believe prop firms onchain can contribute to the grooming of new traders for perpetual dexes.
They should have category on @DefiLlama measured against payout and contributions to the ecosystem.
If funded accounts could trade with the payout they get they can contribute towards the volume of the ecosystem.
I have traded funded prop firms onchain and traditional , across various venues having different account sizes 25k , 50k, 100k only to settle with HypernovaX
You can get started : hn.xyz/r/testerbrah
All the wallets do this , I don't get the fuss.... if you dont wanna use their code just visit the web directly instead of using inhouse link.
Your @Rabby_io wallet is farming you right now:
> You approve trading on Hyperliquid through Rabby
> Rabby secretly sets its own referral code on your account
> You only sign the agent + builder fee. The referral gets set in the background
> Each address only gets one referrer, so you can't switch it later
> I tested it myself: fresh account, never entered a code, still on RABBYWALLET
> 47,092 accounts are already on it
Check your referrer 😂
Why purchase tokenised spot shares you can't redeem 1:1 when you can have exposure using perp on 1x leverage.
You will complain of funding fees eventually most of these perps will have these listed , at least you don't get to sell a share you bought for 1000 for 10.
I've heard people regret not spending time with their father before they died....
For 2months I travelled just to spend time , discuss and engage in alot of activities with my dad and mom.
Dont wanna be in that bucket.
Testerbrah retweeted
Investing is the best competitive sport because you can win by simply seeing objective truth and being patient
I will need more than quarter a billion in volume to get the points i got from variational.
I love to try out new things early...
I only went on variational initially because my watch list assets were all listed there.
It doesnt matter if market is bearish ( down ) or bullish ( up ), you are out here to hunt opportunities.
We are in Q4 for everyone using ambiguous timelines 😅. If your next announcement says q4 its gonna suck trust me