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FEiKU

Following0Followers (X)5.33KPosts139Likes469
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Variational connects directly to TradFi. Liquidity Engineering and Tradfi Rails is the moat. " And when I say 'directly to TradFi,' I don't mean crypto-native dealers that are sitting on a little bit of TradFi liquidity through a retail broker. I mean directly to the largest dealers that underpin traditional markets. " - @variational_lvs

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If you were wondering why markets have recovered relatively well it’s because they actually re-bought a lot of the assets which actually buffer out the selling/shorts. Once withdrawals resume, we can see how the market responds if any since the shock factor would have subsided and most of the risk overhang have dissipated Stay safu 🫡

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Every speculative asset class eventually becomes a more solved game. The inefficiencies that initially created extraordinary opportunities are gradually arbitraged away. As more participants figure out how to play the game, the edge that once existed begins to disappear, and making money becomes increasingly difficult for the average trader. Most importantly, what’s next?! 🫡

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First they ignore you, then they laugh at you, then they fight at you, then they add you to their Long-Term Capital Markets Assumptions paper and predict you'll be the best-performing asset of the next decade.

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The alpha in this is not trying to find the opportunities in the market but what the LLMs think are opportunities in the market and frontrunning them

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Clude is building towards a world for specialised local models. This is only where DeAI can seriously compete against the trillion/billion dollar labs. 🫡

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Ledger exploit risk is from a small authorized reseller in SEA: CryptoBilis is a specialized authorized Ledger reseller focused on Southeast Asia (Malaysia, Philippines, Indonesia). Small firm founded around 2020 with roughly 10-50 employees, online stores plus limited physical spots. Keep calm and carry on 🫡

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Clude has: + invested +$100K to training our own SOTA memory model and now live exclusively on Tencent + bought back ~1000 SOL to date and relocked (17% of supply) + shipped our PMP as the first multi-chain Tokenized Memory infra live onchain + won various notable grants, partnerships and working with a few SG listed corporate clients