good tldr of citrini's latest piece (paid)
https://x.com/labubu_trader/status/2040858024827666816?s=20
https://x.com/labubu_trader/status/2040858024827666816?s=20
X (formerly Twitter)
3X Long Labubu (@labubu_trader) on X
A great read on the flight.
The news media simplifies things and makes us to view the straits in a binary state.
But this article moves beyond the simplistic "open or closed" narratives surrounding the straits, offering a much more comprehensive and systematic…
The news media simplifies things and makes us to view the straits in a binary state.
But this article moves beyond the simplistic "open or closed" narratives surrounding the straits, offering a much more comprehensive and systematic…
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Crypto Mumbles
good tldr of citrini's latest piece (paid) https://x.com/labubu_trader/status/2040858024827666816?s=20
its not binary, open/close
market pricing a blockade, but its more of a toll road
tankers that comply to iran's rules still get to pass
traffic has been creeping up, but still far from pre-conflict days
most conversations at investment desks and funds are not in touch w the situation on the ground
multipolar world moving forward
market pricing a blockade, but its more of a toll road
tankers that comply to iran's rules still get to pass
traffic has been creeping up, but still far from pre-conflict days
most conversations at investment desks and funds are not in touch w the situation on the ground
multipolar world moving forward
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Forwarded from tradfi
*IRAN HAS CONVEYED RESPONSE TO U.S. PROPOSAL TO PAKISTAN - IRNA
*IRAN REJECTS A CEAESFIRE IN REPLY TO US VIA PAKISTAN: IRNA
*IRAN REJECTS A CEAESFIRE IN REPLY TO US VIA PAKISTAN: IRNA
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Forwarded from tradfi
*ASKED HOW STRIKING IRANIAN INFRASTRUCTURE WOULD NOT BE A WAR CRIME, TRUMP SAYS: BECAUSE THEY'RE ANIMALS
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Forwarded from Zoomer News
Polymarket To Change Collateral Token To Polymarket USD, Which Is Currently Backed By 100% USDC: Press Release
🔗 velo.xyz
🔗 velo.xyz
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Forwarded from Kirby Crypto
Aave x Chaos Labs Drama
1. Chaos announces leaving Aave
https://x.com/omeragoldberg/status/2041185313163276302
2. Stani Responds
https://x.com/StaniKulechov/status/2041219266972926195
Other tweets
• Zach (Chainlink) comments that it's "not the first time Chaos has attempted to rewrite history (risk oracle misconfig resulting in $25M in false liquidations)"
https://x.com/chainlinkgod/status/2041238382018506780
• Emilio (VP of Engineering @ Aave) takes a dig at prev ACI contributor
https://x.com/Nandy_ba/status/2041291635493871961
TLDR
Chaos was pushing for
1. Becoming the sole risk manager, removing LlamaRisk
2. Replacing chainlink oracles with their own stack.
3. Increasing compensation from $5M to $8M alongside these changes.
As of now - ACI, TokenLogic, BGD Labs, and now Chaos Labs, have left Aave.
1. Chaos announces leaving Aave
https://x.com/omeragoldberg/status/2041185313163276302
2. Stani Responds
https://x.com/StaniKulechov/status/2041219266972926195
Other tweets
• Zach (Chainlink) comments that it's "not the first time Chaos has attempted to rewrite history (risk oracle misconfig resulting in $25M in false liquidations)"
https://x.com/chainlinkgod/status/2041238382018506780
• Emilio (VP of Engineering @ Aave) takes a dig at prev ACI contributor
https://x.com/Nandy_ba/status/2041291635493871961
TLDR
Chaos was pushing for
1. Becoming the sole risk manager, removing LlamaRisk
2. Replacing chainlink oracles with their own stack.
3. Increasing compensation from $5M to $8M alongside these changes.
As of now - ACI, TokenLogic, BGD Labs, and now Chaos Labs, have left Aave.
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Crypto Mumbles
https://x.com/lennysan/status/2040827067126907113?s=20
X (formerly Twitter)
Lenny Rachitsky (@lennysan) on X
My biggest takeaways from @AnthropicAI's Head of Growth Amol Avasare:
1. Engineering is getting the most AI leverage—and it’s squeezing PMs and designers. With Claude Code, a five-engineer team now produces the output of 15 to 20 engineers. But PM and design…
1. Engineering is getting the most AI leverage—and it’s squeezing PMs and designers. With Claude Code, a five-engineer team now produces the output of 15 to 20 engineers. But PM and design…
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