Forwarded from Cryptic thoughts
https://telegra.ph/Imagine-a-future-where-crypto-is-the-present-of-finance-How-did-it-happen-05-24
Wrote a longpost inspired by this tweet, also kept thinking of the meme attached whilst writing.
AI disclosure: fully written by me, then proofread by gpt5.5xh
Wrote a longpost inspired by this tweet, also kept thinking of the meme attached whilst writing.
AI disclosure: fully written by me, then proofread by gpt5.5xh
https://x.com/cremieuxrecueil/status/2058647983231561938
Crazy that we witnessed the fattest humanity will ever be
Crazy that we witnessed the fattest humanity will ever be
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Forwarded from Cryptic thoughts
Watching extremely high quality intro to perpetual futures, very well done so far
https://x.com/jacobrobinsonjd/status/2061553371836793056
https://youtu.be/9jN5bUk4ewI
https://x.com/jacobrobinsonjd/status/2061553371836793056
https://youtu.be/9jN5bUk4ewI
X (formerly Twitter)
Jacob Robinson (@JacobRobinsonJD) on X
Over a trillion dollars worth of perps are traded every month, yet 99% people have never heard of them.
This @LawofCodeFM episode is a multi-hour deep dive on perps, starting from the history of grain futures in Chicago to Friday's historic @CFTC announcements.…
This @LawofCodeFM episode is a multi-hour deep dive on perps, starting from the history of grain futures in Chicago to Friday's historic @CFTC announcements.…
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Off-reading
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NL has ~11.7 GW installed wind, about 40% offshore — roughly 4.7 GW offshore plus ~7 GW onshore across ~2,550 turbines .
Given what you’re standing in — sustained onshore Force 5–6 at the coast — the offshore farms (Borssele, Hollandse Kust, Gemini) are almost certainly at or near rated power. Turbines hit full output around 12–13 m/s, and they run at full vermogen from windkracht 6 , which is exactly today’s marine conditions. Onshore is windier-than-average too but inland speeds drop off, so figure 50–70% capacity factor there.
Back-of-envelope: ~4.5 GW offshore + ~4 GW onshore ≈ 8–9 GW of wind right now, against typical Dutch midday demand of ~15–18 GW. So yes — pumping. Probably north of half the country’s electricity is coming off that wind you’re getting sandblasted by, and day-ahead power prices are likely near zero or negative this afternoon. If you want the exact figure, energieopwek.nl or the ENTSO-E transparency platform will show it live.
Given what you’re standing in — sustained onshore Force 5–6 at the coast — the offshore farms (Borssele, Hollandse Kust, Gemini) are almost certainly at or near rated power. Turbines hit full output around 12–13 m/s, and they run at full vermogen from windkracht 6 , which is exactly today’s marine conditions. Onshore is windier-than-average too but inland speeds drop off, so figure 50–70% capacity factor there.
Back-of-envelope: ~4.5 GW offshore + ~4 GW onshore ≈ 8–9 GW of wind right now, against typical Dutch midday demand of ~15–18 GW. So yes — pumping. Probably north of half the country’s electricity is coming off that wind you’re getting sandblasted by, and day-ahead power prices are likely near zero or negative this afternoon. If you want the exact figure, energieopwek.nl or the ENTSO-E transparency platform will show it live.
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Off-reading
NL has ~11.7 GW installed wind, about 40% offshore — roughly 4.7 GW offshore plus ~7 GW onshore across ~2,550 turbines . Given what you’re standing in — sustained onshore Force 5–6 at the coast — the offshore farms (Borssele, Hollandse Kust, Gemini) are…
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They’re flying!
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Forwarded from Cryptic thoughts
The most successful MEV bot jaredfromsubway.eth was exploited in extremely sophisticated attack for $15M. Claude estimates lifetime $60-80M PnL so not the end of the world for the team behind it, they will be vary of these new attack vectors now for sure.
Dark Forest comparison is very apt:
"It’s no secret that the Ethereum blockchain is a highly adversarial environment. If a smart contract can be exploited for profit, it eventually will be. The frequency of new hacks indicates that some very smart people spend a lot of time examining contracts for vulnerabilities.
But this unforgiving environment pales in comparison to the mempool (the set of pending, unconfirmed transactions). If the chain itself is a battleground, the mempool is something worse: a dark forest."
Dark Forest comparison is very apt:
"It’s no secret that the Ethereum blockchain is a highly adversarial environment. If a smart contract can be exploited for profit, it eventually will be. The frequency of new hacks indicates that some very smart people spend a lot of time examining contracts for vulnerabilities.
But this unforgiving environment pales in comparison to the mempool (the set of pending, unconfirmed transactions). If the chain itself is a battleground, the mempool is something worse: a dark forest."
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"How it works: A global network of tiny seismometers
The accelerometer in an Android phone, the same sensor that flips the screen when it’s turned sideways, can also detect the ground shaking from an earthquake. If a stationary phone detects the initial, faster-moving P-wave of an earthquake, it sends a signal to our earthquake detection server, along with a coarse location of where the shaking occurred.
The system then quickly analyzes data from many phones to confirm that an earthquake is happening and estimate its location and magnitude. The goal is to warn as many people as possible before the slower, more damaging S-wave of an earthquake reaches them."
Google’s earthquake early warning system notifies users before the first seismic waves!
https://research.google/blog/android-earthquake-alerts-a-global-system-for-early-warning/
The accelerometer in an Android phone, the same sensor that flips the screen when it’s turned sideways, can also detect the ground shaking from an earthquake. If a stationary phone detects the initial, faster-moving P-wave of an earthquake, it sends a signal to our earthquake detection server, along with a coarse location of where the shaking occurred.
The system then quickly analyzes data from many phones to confirm that an earthquake is happening and estimate its location and magnitude. The goal is to warn as many people as possible before the slower, more damaging S-wave of an earthquake reaches them."
Google’s earthquake early warning system notifies users before the first seismic waves!
https://research.google/blog/android-earthquake-alerts-a-global-system-for-early-warning/