Marzio

daily clips and funny moments from streams

[Marzio @0xMarzio]

clavicular sat down next to her on the boat and within 30 seconds she was playing with her hair 😭

she keeps laughing at whatever he says and has her hand on his chest like they've known each other for years

[Marzio @0xMarzio]

POV: you finally get on clavicular's yacht and lose to an iphone

she leans in and puts her arm around him and he still won't look up from the screen

bro fixed his hair more times than he looked at her and that's crazy ↓

[Marzio @0xMarzio]

all Clavicular wanted was a Big Mac and McDonald's turned into a whole meet and greet 😭🍟

he walked out with his food and celebrity treatment he never asked for 💀

[Marzio @0xMarzio]

DEENTHEGREAT REALLY TURNED THE JACUZZI INTO A DATE NIGHT 😭

bro is living a completely different life after dark

[Marzio @0xMarzio]

as someone who spends way too much time around physics, conservation laws are one of those things that look like separate rules until you realize they’re all coming from the same idea

Noether’s theorem is a perfect example, energy, momentum and angular momentum look like completely different quantities until you see the symmetry underneath each one

space not caring where you move gives momentum, space not caring which direction you rotate gives angular momentum, time not caring when you run the experiment gives energy

the deeper you go into physics the less useful it becomes to memorize what is conserved, you need to understand what symmetry is forcing it to stay conserved and what happens when that symmetry is broken

that’s exactly where Noether’s theorem starts to matter, the difference between knowing that energy is conserved and actually understanding why nature has to keep the books balanced

[Stefan. @paradeevic]

https://t.co/fJgVOFIBhG

[Marzio @0xMarzio]

as someone who spends way too much time around math, equations are one of those things that look impossible until you realize the symbols are hiding the actual idea

Maxwell’s equations are a perfect example, four equations that look completely abstract until you start seeing fields as shapes moving through space and asking where they begin and how they change

the deeper you go into math the less useful it becomes to just memorize formulas, you need to understand the structure underneath them and see how one change creates another

that’s exactly where mathematical intuition starts to matter, the difference between knowing what an equation says and actually understanding what it means

5 minutes, bookmark this and watch it later, this is a great example of why the hardest math is often about seeing the structure instead of just solving the symbols

[Marzio @0xMarzio]

as someone who spends way too much time around math, equations are one of those things that look impossible until you realize the symbols are hiding the actual idea

Maxwell’s equations are a perfect example, four equations that look completely abstract until you start seeing fields as shapes moving through space and asking where they begin and how they change

the deeper you go into math the less useful it becomes to just memorize formulas, you need to understand the structure underneath them and see how one change creates another

that’s exactly where mathematical intuition starts to matter, the difference between knowing what an equation says and actually understanding what it means

5 minutes, bookmark this and watch it later, this is a great example of why the hardest math is often about seeing the structure instead of just solving the symbols

[Vorzio @0xVorzio]

https://t.co/vAkVjzh4Qb

[Marzio @0xMarzio]

as someone who spends way too much time around AI, optimization is one of those things that sounds painfully boring until you realize your entire model is basically trying to find the bottom of a mathematical landscape

convex functions make this almost stupidly simple, every direction downhill eventually leads to the same global minimum, so where you start barely matters

non convex functions are where things get ugly, the landscape fills up with hills valleys and local minima, so your model can get trapped in a solution that looks good without being anywhere close to the best one

the video uses simple animations to show exactly what these landscapes look like and why gradient descent behaves completely differently depending on the geometry of the function

25 minutes, bookmark this and watch it later, once you see optimization as a landscape instead of a pile of equations the whole thing becomes much easier to understand

[Vorzio @0xVorzio]

https://t.co/vAkVjzh4Qb

[Marzio @0xMarzio]

Kepler found an equation that could tell you where a planet should be, but he could not actually solve it, and mathematicians kept working on the same problem for the next 250 years

trying to solve it led to Newtons method, infinite series, Bessel functions and Cauchys theory of convergence, and in some cases adding more terms to a solution actually makes the answer worse

the video follows this problem from Mercury and Halleys comet through centuries of mathematics, showing how one equation that looked simple ended up creating tools that are still used today

23 minutes, bookmark this and watch it later, this is what happens when one equation refuses to go away

[Marzio @0xMarzio]

As someone who spends way too much time around AI, scaling laws are one of those things that sound boring until you realize how insane they actually are

you keep adding data, parameters and compute, and the model’s error keeps falling along a predictable power law instead of just randomly getting better

OpenAI used this behavior to predict how much better much larger models should perform, and GPT 3 ended up following the curve remarkably closely

the video goes from simple scaling curves to the deeper question, is there actually a limit to how far we can push AI or can we just keep throwing more compute at it

24 minutes. bookmark & watch today, this makes the "bigger model = better AI" story way more interesting

[Codard @0xcodard]

https://t.co/SA9hyIZ7Wb

[Marzio @0xMarzio]

As someone who spends way too much time around AI and math, this video is the closest thing to a «math just broke reality» explanation I’ve seen for free

everyone thinks exponential functions are about numbers getting bigger, but once you move into complex numbers, growth turns into rotation, exponentials turn into waves, and everything starts moving around a circle

the video shows how a few simple rules connect exponentials, sine, cosine and logarithms into one insanely elegant system, including why logarithms can have infinitely many answers

bookmark this 27 minute video and watch it tonight, it makes some of the weirdest math on the planet feel ridiculously simple

[Roan @RohOnChain]

https://t.co/8HHG7saiut

[Marzio @0xMarzio]

Wall Street keeps looking for the perfect trading strategy while missing one brutal fact: the market can f*cking change the rules on you

08:00 - almost nobody in the room believes markets are perfectly efficient, yet traders still build their entire game around models that assume people behave rationally
09:42 - people panic, get greedy, copy each other and overreact all the f*cking time. Real traders don't behave like the robots in finance textbooks
17:34 - Lo's point is simple: a strategy can work in one environment and completely f*cking fail when the environment changes
45:13 - the “smart” strategy wins again and again until one bad shift hits. Then it gets wiped out while the diversified players are still standing
46:16 - there is no strategy that wins forever. What works depends on the f*cking environment

This is exactly why a trading edge can't stop at finding a good signal

Markets change. If your system can't change with them, eventually the f*cking market kills it

[Veles @velesxbt]

https://t.co/oHZTyjGo7u

[Marzio @0xMarzio]

Wall Street spent decades building increasingly complicated machines to predict the f*cking market, until Mandelbrot showed them the foundation was wrong

32:59 - Bachelier modeled price movements as a random walk, then an entire industry built theories around the idea that markets could be treated like clean Gaussian noise
34:08 - real markets looked nothing like that, huge moves cluster together, volatility explodes, then disappears, and the distribution refuses to behave nicely
37:20 - Mandelbrot points out the 10 sigma events, moves that should be practically impossible under a Gaussian model, yet markets produce them all the f*cking time
39:08 - look at a decade of market history and a tiny handful of days can account for most of the fortunes made and most of the f*cking money destroyed

Traders keep optimizing prediction models while the f*cking tail decides who survives
You can build a smarter model, but one move your model says shouldn't happen can still f*cking wipe you out

[Veles @velesxbt]

https://t.co/oHZTyjGo7u

[Marzio @0xMarzio]

You were taught to work for money, while people building real wealth are making money work f*cking overtime

Most people spend their entire lives trying to increase the size of one paycheck, get a raise, switch jobs, work longer hours and convince themselves they are getting ahead. But if your income disappears the second you stop working, you are not building wealth. You are selling your f*cking time

There are only four engines: labor, capital, arbitrage and insurance. Labor pays you for showing up. Capital keeps producing after you leave. Arbitrage lets you get paid for spotting gaps other people are too fucking blind to see. Insurance pays you for taking on uncertainty that someone else is desperate to get rid of

And most people never turn on a second engine. They earn money, spend it, go back to work and do the same shit for another twenty years. Meanwhile, someone else takes that labor income, turns it into capital, uses expertise to find opportunities and builds income streams that do not give a f*ck whether they showed up to work that morning

One engine keeps you dependent. Two gives you protection. Three or four lets them feed each other until you are no longer trying to squeeze another 5% out of your salary, you are building a fucking machine that can keep producing without you

Four ways to make money. Everything else is a story

[Superior @andreysuperior]

https://t.co/rUN1cPDY65

[Marzio @0xMarzio]

Wall Street taught you how to chase returns, Buffett taught you why that can get you f*cking destroyed

Most investors obsess over finding the stock that makes them rich, while Buffett keeps coming back to something much less exciting, understand the business, know what you’re paying and don’t take risks you don’t fucking need to take

Compounding can turn a small edge into a fortune, but the same math works against you when fees, inflation, leverage and stupid decisions keep eating your capital

Buffett watched some of the smartest people in finance, with hundreds of years of combined experience, nearly blow themselves up because they risked what they had and needed to make money they didn’t need

Most people chase returns, the pros obsess over not getting wiped out

That’s how you win the f*cking game

[Marzio @0xMarzio]

Wall Street taught you how to chase returns, Buffett taught you why that can get you f*cking destroyed

Most investors obsess over finding the stock that makes them rich, while Buffett keeps coming back to something much less exciting, understand the business, know what you’re paying and don’t take risks you don’t fucking need to take

Compounding can turn a small edge into a fortune, but the same math works against you when fees, inflation, leverage and stupid decisions keep eating your capital

Buffett watched some of the smartest people in finance, with hundreds of years of combined experience, nearly blow themselves up because they risked what they had and needed to make money they didn’t need

Most people chase returns, the pros obsess over not getting wiped out

That’s how you win the f*cking game

[Lumen @lumenxbt]

https://t.co/3hWKMIBJcw

[Marzio @0xMarzio]

Wall Street taught you how to get rich, it forgot to teach you how not to get fucking destroyed

Most investors don’t get destroyed because they picked the wrong stock, they get destroyed because they let one mistake get big enough to fucking matter

Seth Klarman built his entire philosophy around avoiding exactly that, a 50% drawdown doesn’t just cut your money in half, it fucks with your head, you panic, pull cash, lose conviction and start making even worse decisions

That’s why the best investors obsess over things that look boring from the outside, position size, hedges, stops, liquidity, flexible capital and knowing what can go wrong before they put money at risk

Most people want the trade that makes them rich, the pros want to make sure one fucking trade can’t make them poor

That’s the difference between gambling and surviving long enough to compound

Bookmark this, one day it might save you a fucking fortune

[Marzio @0xMarzio]

Wall Street taught you how to get rich, it forgot to teach you how not to get fucking destroyed

Most investors don’t get destroyed because they picked the wrong stock, they get destroyed because they let one mistake get big enough to fucking matter

Seth Klarman built his entire philosophy around avoiding exactly that, a 50% drawdown doesn’t just cut your money in half, it fucks with your head, you panic, pull cash, lose conviction and start making even worse decisions

That’s why the best investors obsess over things that look boring from the outside, position size, hedges, stops, liquidity, flexible capital and knowing what can go wrong before they put money at risk

Most people want the trade that makes them rich, the pros want to make sure one fucking trade can’t make them poor

That’s the difference between gambling and surviving long enough to compound

Bookmark this, one day it might save you a fucking fortune

[Сarm1ne @carm1nee]

https://t.co/AEvpm1M5Sd

[Marzio @0xMarzio]

Wall Street spent 70 years building increasingly complicated machines to predict the f*cking market. Peter Lynch basically told them to stop wasting their time

He didn't need a trillion-dollar data stack to find an edge

Know what you own. Follow the facts. Find the story before the crowd does. Then have the f*cking stomach to hold when the market starts bleeding

Meanwhile, an entire industry keeps paying geniuses millions to guess where rates, GDP and stocks will be six months from now

Lynch already gave them the answer decades ago

You don't need to predict the market. You need to stop being stupid about it

[Marzio @0xMarzio]

Wall Street spent 70 years building increasingly complicated machines to predict the f*cking market. Peter Lynch basically told them to stop wasting their time

He didn't need a trillion-dollar data stack to find an edge

Know what you own. Follow the facts. Find the story before the crowd does. Then have the f*cking stomach to hold when the market starts bleeding

Meanwhile, an entire industry keeps paying geniuses millions to guess where rates, GDP and stocks will be six months from now

Lynch already gave them the answer decades ago

You don't need to predict the market. You need to stop being stupid about it

[Veles @velesxbt]

https://t.co/oHZTyjGo7u