Bid your way out of the machine
rm -rf /consensus_reality
Joined March 2021
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-where is my focus best applied today
-where can i make the most money
-am i sizing big enough
that's really it
Be happy with what you made this cycle
WTF is a SOTA Wife?
SOTA Wives is a podcast exploring the unfiltered side of Silicon Valley.
We built it as an antidote to the performative polish of tech Twitter.
Brought to you by @MilksandMatcha x @vivianmshen.
Episode 1 goes live on Monday, 12th October at 9 AM PT on everywhere you get your podcasts 💙
The decay on these is going to create a new caste
JUST IN: 🇺🇸 SEC approves first-ever 3x leveraged Bitcoin and Ethereum ETFs.
• The SEC approved Cboe BZX to list six new Volatility Shares ETFs, including 3x Bitcoin and Ether ETFs, along with 3x gold, silver, crude oil, and natural gas ETFs.
• This is the first US approval of 3x leveraged $BTC and $ETH exchange-traded products.
• These are based on CME futures contracts, not spot Bitcoin or Ethereum holdings.
Can you get a VAR shock with these yield moves if everyone already derisked in August/early September?
Privacy coded
I think as agents become increasingly sophisticated, it will become much easier to reverse engineer the footprints of specific market participants.
Beyond the broader trading opportunities this creates, I think you’ll start to see firms with real, differentiated alpha become more reluctant to operate through SMA structures, despite the industry’s significant push toward SMAs over the last decade.
The same dynamic could change how PMs approach pod platforms. If your trading activity can increasingly be analyzed and your IP inferred, PMs with genuine alpha will likely place a greater premium on longer-term agreements, stronger capital commitments, and greater protection around their strategies.
The broader point is simple: transparency around proprietary IP will likely become more limited at precisely the same time that the tools available to uncover that IP are becoming dramatically more sophisticated.
You see moves like $ARM and are reminded everything becomes crypto at the end of the day
Months of downward and chop PA erased in a couple candles
this is a chatgpt moment, i havent loved it for the use cases i have with chat/claude for past couple years, but it's thinking ahead and sending you push notifs to get engaged. you don't really have to push it to do anything, it anticipates very well. This is a differentiator imo..it's going to explode
Just In: SEC Approves Innovation Exemption for Tokenized U.S. Stocks to Trade via Onchain AMMs
The U.S. Securities and Exchange Commission (SEC) announced that it has officially approved a temporary, conditional exemptive framework (the "Innovation Exemption") to allow limited pilot trading of tokenized National Market System (NMS) stocks on specific onchain platforms known as Tokenized Securities Venues (TSVs). The exemption provides temporary regulatory relief to TSVs, ensuring they are not immediately classified as "exchanges" under the Securities Exchange Act of 1934 when offering tokenized equities through permissioned automated market makers (AMMs) and liquidity pools, while also establishing clear guidelines for liquidity providers deploying proprietary capital for market-making support.
