‘27 BU Ms Mathematical Finance and Financial Tech Student | Structured Products | 24 🇰🇷 Delusional optimist. R65 chall peak
EST
Joined November 2013
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danielshin retweeted
Honest post: the Polymarket DeFi CLOB is full of tech debt. It grew fast, got hacked together, and most of the team inherited it that way. Since joining and building out the team, we have scaled it 10x and made it 3x faster, but it’s not enough; the core foundations of how it’s been built are wrong in almost every way. You try to fix one thing, and another thing goes wrong; the conclusion now is that the codebase can’t be saved long-term.
The exchange is the heart of Polymarket; everything runs through it. If we want to be the best exchange in the world, it must be fast, stable, and scalable. We can’t keep patching the old one, where these core foundations are generally missing throughout, so we’re rewriting it from scratch in Rust.
Early numbers: 10-20x faster on p99 than today, 200,000 orders per second (15x what we have now, with room to reach 400,000+), and stability under load. This will put us faster than most exchanges, including CEXs.
Building it in Rust gives us memory safety with no garbage collector. No GC means no random pauses and no random latency spikes; the tail latency in the benchmarks is the tail latency you get in production, alongside a strict compiler that enforces correctness up front. Data races and memory corruption (the bugs that take exchanges down) can’t exist in the first place.
Polymarket has to take it seriously that we are an exchange; this is people’s money, not a joke. To succeed, we have to fix this; otherwise, we will fail. It’s as simple as that. I joined to build the best software in the world, not to maintain some of the worst, and I will do everything I can to make Polymarket a serious exchange.
We are aiming to have the exchange ready sometime in Q4 (mid to end). I'll communicate progress as we go so you all know the status. Breaking changes will be minimal for all integrators and will be communicated in advance. We will maintain the existing CLOB and keep trying to improve it as we build this side by side. We can’t wait to throw away the existing CLOB; we dislike it as much as you all do.
Make Polymarket fast, finally.
danielshin retweeted
Jump Trading has doubled its prediction markets team this year to about 20 and plans to keep hiring
Head of PM Simon Johansen tells me and @iboudway at this rate Super Bowl 2027 looks due for another 10x in volumes
“It’s probably the most AI-resistant industry that exists. People are always going to want to watch sports.”
the goodnotes whiteboard feature they released last fall is really nice but infinite canvas is bs when u can only load 5000 objects and cant even check how many u have until its too late
pls add obj counter or option to consolidate some objects (they already have ocr anyways)
danielshin retweeted
every so often a human being does something that rewires how the rest of the world think about what's possible
> neil armstrong stepped onto the moon
> usain bolt ran 100m in 9.58s
> hathor bjornsson deadlifted 501kg
before these moments, the achievement existed only as a fairy tale, ambitious but delusional
after? it became a target
4 minute mile, someone broke it, dozen followed. the ceiling wasn't physical, it was psychological. someone just had to go first
but all these breakthroughs share underlying logic. push harder, grind, better outcome. peak human performance has always been measured by results. the blood, sweat and tears are just the admission ticket
but alysa liu broke a different kind of ceiling. what she showed was not a new record. she showed that the highest form of human potential is enjoying the process. the courage to say if the pursuit of winning kills the joy of doing, you've already lost the thing that actually mattered
we live in the age of AI. doomers are afraid of getting replaced. you tie your identity to your output. if you are programmer, claude code writes better lines faster. if you are an analyst, claude crunches numbers in seconds. what's left of you is a shell of nothingness
alysa liu shows us that we have been asking the wrong question
a machine can eventually land a triple axel triple lutz triple toe with perfection. but that doesn't compare to what alysa liu did. the falls, the morning ice, the moment your body finally understands the rotation. the meaning was never in the landing but the learning and act of doing it
people who struggle most in this age are the ones who were already disconnected from the experience. the ones who were every only in there for the output, the status, the paycheck. blame AI all you want, but it did not create the emptiness. it just made it impossible to ignore
the ones who would thrive are the ones who were already doing things because the doing itself was the point. the programmer who loves the puzzle. the filmmaker who writes because it's a story she wants to express. the violinist who finds something close to nirvana in the music. for them AI is just another tool in a practice that was always about something deeper than the outcome
what alysa showed the world, with or without the medal is: decouple your worth from your output. the outcome was never the point. the act of doing, fully, happy, on your own teams, that was always the real feat. just like every other paradigm-breaking achievements before it, now someone has shown us it's possible, and the rest of us can follow
danielshin retweeted
JUNE 2028.
The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation.
What happened?
citriniresearch.com/p/2028gi…
danielshin retweeted
guys will pay $20/mo for onlyfans but not claude. brother you’re subscribing to the wrong model
danielshin retweeted
DefiLlama data is now one pip install away.
Introducing the DefiLlama SDK for Python.
This brings our APIs together in one library, making it easier than ever to integrate DeFi data into your workflow.
probably should start building a few of these models out next year
maybe change the pace of tweets and post abt it more often too
otherwise
HNY everyone🎊
oh and maybe hit 1.2k+ lp or something when i have the time..
i fear midlane is too broken for tempo in s16
danielshin retweeted
I wrote a new post on the Stack: "Information Coefficient, Transfer Coefficient And All That". Some background below. Unlike the old days, I am not going to write a tortured tweetstorm of half-assed sentences and formula snapshots. That was the whole point using the Stack.
danielshin retweeted
if there are no chinese baddies at your work, I don't know how to break it to you, but you're not working on anything important
