2nd rate alt governed by 1st principles. trading & tech | politics & art
Joined November 2022
- Tweets 3,518
- Following 1,072
- Followers 1,759
- Likes 214,627
852 Photos and videos
Pinned Tweet
12 Dec 2024
born to trade on the floor of the nyse. Forced to arb moderately illiquid token pairs that large entities write off due to sizing concerns
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That's the beauty of it bro, we study the source material, page after page, book after book... They won't even know we're actually larping...
And when the questions roll in, we use that knowledge to our advantage and we can keep posing like nothing even happened...
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iarbpairs.hl | 裁定取引 retweeted
The same people who routinely said that their product was going to destroy white collar employment as we know it are now saying that half their company can't do any meaningful work due to export controls. Possibly this will give them all a chance to reflect.
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iarbpairs.hl | 裁定取引 retweeted
22h
opus 4.8 with the fable context is some real flowers for algernon shit
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iarbpairs.hl | 裁定取引 retweeted
“We made this huge new AI, but we’re out of compute to serve it with. Ideally the public can use it for ~3 days to see how good it is before we revoke their access, but we can’t think of a good narrative to explain doing that”
“Say less, you fat bastard. America is on your side”
Jun 13
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: anthropic.com/news/fable-myt…
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iarbpairs.hl | 裁定取引 retweeted
Jun 12
“Did you receive the $10 test transaction?”
“Yes”
“Ok sending the other $4.4B”
Jun 12
The largest USDC transfer in history.
~$4.4B sent to the Coinbase Hyperliquid deployer.
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Jun 10
should I write an article ab hyperscalers and ai
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yes macroslop
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no macroslop
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10 votes • Final results
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iarbpairs.hl | 裁定取引 retweeted
Jun 9
I should be able to build a bioweapon on the $200 a month plan. For $20, yeah, it seems reasonable to ban it
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iarbpairs.hl | 裁定取引 retweeted
Jun 10
Perps are actually goated for this, in and out, no decay
Jun 10
and there it is:
ORACLE SAYS IN FY 2027 IT EXPECTS TO RAISE APPROXIMATELY $40BN THROUGH A COMBINATION OF DEBT AND EQUITY FINANCING
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iarbpairs.hl | 裁定取引 retweeted
if you are a market microstructure pervert like yours truly, here is a fun one:
$0194T0 (candlestick) is a 2x lev etf of $000660(orange line) which tends to behave pretty nicely, most of the time...
Jun 10
Trouble in leveraged single-stock ETF land, with one of the SK Hynix ETFs falling 27% as the underlying stock jumps 16%.
This is (just) one of the smaller ones.
bloomberg.com/news/articles/… by @sangmi_cha
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iarbpairs.hl | 裁定取引 retweeted
u gon find out by end of day
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iarbpairs.hl | 裁定取引 retweeted
Jun 9
This could be us
if you’d just stop trading perps and go to your local supermarket instead
ALT https://x.com/dino_illus/status/2064363947625701629
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Oh cool. You like Hyperliquid because of a token or an airdrop? You like Hyperliquid because of some cult around Jeff and the team? Or that it's the first truly successful on chain business? K.
I like Hyperliquid because it taught me so many things about trading that I wouldn't have been able to learn elsewhere.
I think one of the most underappreciated things about Hyperliquid is that you can access every trade and see the entire history of winners and losers because the order matching is all on chain.
You want to see edge? You want to see profitable strategies? How about the market insights that can be derived only from this level of transparency? How about being able to see and identify every cohort that's operating as part of the broader market structure?
Where the hell else are you going to be able to see this? Where else are you going to be able to learn all of this stuff and how it works at scale?
You can take your token, you can take your airdrop and get fucked. Sure free money is nice. Want to know what's better though? Learning how to take that free money for yourself.
HYPERLIQUID
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iarbpairs.hl | 裁定取引 retweeted
Jun 8
Many saw in BTC a new low, others saw the cheapest BTC in 1.5 years
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make sure to call both bottom and top (then delete the wrong one)
delta neutral
gm
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