tarunchitra

OH (market maker): “VCs copy trading into perps exchanges because they have hyperliquid fomo is fine; the hardest part is them pretending to know how derivatives work while also screaming about their incompetence on the timeline. Makes me want to leave crypto forever for AI”

Never had to deal with more irony than my tradfi friends asking me how to trade crude right now while ignoring the substrate (crypto) that solves their issue with a lack of 24/7 stuff

I think even @CliffordAsness might realize the value of not closing weekends now 😂

OH (TradFi persona, kas zaudēja naudu vairāku uzlaušanu dēļ):

Kriptovalūta 2021. gadā bija 'Nākotne darbam', bet 2025. gadā tā ir 'Nākotne bezdarba'

OH: "People will only verify cryptographic proofs via failed tool calls"

I've been meh on RWA perps beyond indices + commodities (which make sense given existing demand)

BUT

My switching between Nebius, Lambda, Prime Intellect, etc. to minimize my GPU cost has made me really want a price per token or energy per token perp to lower cost volatility

Galvenā ekonomiskā mācība, ko AI apgūst no kriptovalūtām, ir tā, ka ir tikai viens līdzsvars
- Birkin soma (augsta decentralizācija, naudas funkcionalitāte utt.)
- Izmaksu efektivitāte (zemākās maksas, MEV utt.)

OpenAI + Google: Birkin somas
DeepSeek + Qwen: izmaksu efektīvas

Viss pārējais ir dārgs slikts Android

OH (Cryptographer): "There will be a unabomber for reasoning models before there is one for ZK, an ironic fact given history"

Kripto cilvēkiem ir jāiemācās no @vllm_project & @DeepSpeedAI devex; es reti esmu izmantojis OSS, kas var tik viegli pāriet no 0 uz 1 izplatītā HPC lietām

Puse no HPC C++ lietām, ko es darīju 2016. gadā, tagad ir 5 Python rindiņas 🤯

AI ir atņēmis manu veco darbu (bet radījis jaunus, domāju)