2nd rate alt governed by 1st principles. data & circuits | politics & art

~/iarbpairs
Joined November 2022
Replying to @worstcontrarian
born to trade on the floor of the nyse. Forced to arb moderately illiquid token pairs that large entities write off due to sizing concerns
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iArb | 裁定取引 retweeted
the frontier is not plateauing (your ability to utilize it is)
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bloomberg's moat != the client it's some combo of data, licensing, institutional connections, and network effects crypto is interesting because a lot of these barriers are lower or non-existent. market data is accessible, exchanges have APIs, onchain data is public (licensing/relationships seem to matter less) meanwhile liquidity is fragmented across dozens of CEXs/DEXs, everyone juggling 15 different interfaces, platforms, execution tools, etc. so hypothetically why not just aggregate all of it? unified terminal, cross-exchange trading, consolidated data, advanced execution, etc all in one place. wouldn't that be a great product? oh wait: @InsilicoTrading 🐸
Replying to @AllanatrixQ
proprietary + licensed data, decades of historical financial data, real-time feeds, institutional integrations, and network effects. especially bloomberg chat... everyone who is anyone already uses it to communicate and transact. reverse engineering the client doesn't give you the existing user network that make bloomberg valuable
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Replying to @AllanatrixQ
proprietary + licensed data, decades of historical financial data, real-time feeds, institutional integrations, and network effects. especially bloomberg chat... everyone who is anyone already uses it to communicate and transact. reverse engineering the client doesn't give you the existing user network that make bloomberg valuable
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Replying to @AllanatrixQ
deepseek on api and opus 5.5 on sub are crazy good value per dollar compared to a year ago. inference itself is so accessible rn hardware is grim tho
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Replying to @AllanatrixQ
Bloomberg's moat isn't the software client
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among other things yes :)
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example #1,000,000 of people not understanding what probabilities are
Example #1,000,000 on how betting markets have no predictive value:
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Replying to @zekramu
there are tricks
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Replying to @zekramu
as opposed to your actual home? or is this rentoid stuff 😭
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Replying to @zekramu
can throw up a commercial building for cheap in cowboy land
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Replying to @epsilver_
they are definitely cranking the classifiers, it fails the piss yourself bench in eros now
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the frontier is not plateauing (your ability to utilize it is)
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iArb | 裁定取引 retweeted
the value gap between knowing a thing and understanding a thing only compounds
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Replying to @loktar00
they have plenty of 6000s
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iArb | 裁定取引 retweeted
my *personal* opinion about this is that it's basically too late w/ deepseek flash 1017 and we should just rip the bandaid off and let everyone rip everything apart together we need to trust in humanity and give them the tools to defend themselves, instead of baseline expect criminality
anthropic just killed the REA it stops claude from doing it that’s why local models are important
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