0xWizard

seeking employement | prev. listing @okx, research @tokenterminal

[0xWizard @0xsubwizard]

im about to make some moves in silence 👀👀 again just letting yall know im about to be moving silently 👀👀 and to clarify what i mean by that is that i am giving you guys a heads up that i am about to make big moves but with little to no sound 👀👀

[0xWizard @0xsubwizard]

@0xcarnation thanks for linking ser, great resource!

just checked the redstone oev numbers and wow you're right about aave x chainlink

[0xWizard @0xsubwizard]

is there a dashboard out there that shows oracles by OEV revenue?

[0xWizard @0xsubwizard]

a fren linked a post today on "the next leg of ai will be expansion of knowledge over increase of productivity... markets will start pricing in companies which benefit from frontier models getting smarter"

to this end, i think long us/china, short europe pair trade might be a good position

once frontier models become sufficiently powerful, us/china will start to hold back new model releases to domestic users only (i.e. mythos and project glasswing but will happen for every new release in the future), then grant international access once domestic firms have patched vulnerabilities/milked enough juice out of being frontier

tldr: long eli lilly, wuxi apptec / short novo nordisk, or other pairs in research-heavy sectors

h/t my fren @fenomenocap

[0xWizard @0xsubwizard]

@Anutar0 jiak sai la knn ccb

[0xWizard @0xsubwizard]

authentic toronto street food btw

[0xWizard @0xsubwizard]

one week in vancouver: “wow canada is kinda nice”

two days in toronto: “this place is shit canada is over”

[0xWizard @0xsubwizard]

feels like robinhood will eventually also push into crypto side businesses like staking-as-a-service for US institutions/ETFs, then run their own rhETH LST on their L2 as well

what reason is there to still be bullish on $COIN?

[Zack Guzmán @zGuz]

This Coinbase earnings call may be the toughest I have ever listened to. (It's also the 3rd consecutive quarter that Coinbase has missed on the top and bottom lines.)

Why $COIN is off 7%:

- Transaction revenue dropped 21% to $599 ​million during the quarter vs. $764 million a year earlier

- Revenue was $1.2 billion vs. $1.3 billion expected ($1.5 billion a year ago)

- Subscription & Services Revenue missed ($555 million vs. $565-$645 million guide)

The quarter is what the quarter is — missing in a crypto winter (even three times in a row) is forgivable.

What is less forgivable is squandering the opportunity to actually deliver on becoming the "everything exchange" the company supposedly wants to be.

Asked about increasing competition from Robinhood's own L2 and Hyperliquid, there was really no good answer for any moat Coinbase now has.

As a customer, founder who has built on Base, and a shareholder since the IPO days, it's sad to see Coinbase shrink into a corner. Hopefully there's still appetite to lean into something more than just tokenizing the existing parts of TradFi + growing $USDC

That said, it seems like @brian_armstrong knows how important this moment is as a make-or-break to apply the learnings and shift course. (I'm happy to be proven wrong — but the invite is always there to join us on @coinage_media as the first tokenized media outlet built onchain)

[0xWizard @0xsubwizard]

one week in vancouver: “wow canada is kinda nice”

two days in toronto: “this place is shit canada is over”

[0xWizard @0xsubwizard]

“The facilities will combine advanced AI processors, software, cloud technology, high-speed connectivity and data centres.”

only €10B and it’s not even just for data centres oof

[Reuters @Reuters]

EU aims for seven AI gigafactories with €10 billion plan in race with US, China https://t.co/6JTBhkz63Y https://t.co/6JTBhkz63Y

[0xWizard @0xsubwizard]

@mert

[0xWizard @0xsubwizard]

@cocoahomology i bet all of these people farmed $PI and are way richer than me now

[0xWizard @0xsubwizard]

buying $UNI here so uniswap foundation employees can earn 7 figures instead of a measly $800k when including token comp

[0xWizard @0xsubwizard]

blocking everyone who does TA with log scale y axis

[0xWizard @0xsubwizard]

“one enormous trade”, or in crypto circles, better known as the full stack hitler

[Flood @ThinkingUSD]

Wanna bet Jane street hit this?

Yoink

[0xWizard @0xsubwizard]

as oil and gas nerds, today we pay pilgrimage to @ericnuttall’s office in downtown toronto

[0xWizard @0xsubwizard]

@adcv_ tldr:

[0xWizard @0xsubwizard]

@0xGuzzla @PikuFinance @MoriniCapital and leveraged FX risk for borrowooors

we pray for them 🙏

[0xWizard @0xsubwizard]

uhhhh @PikuFinance and @MoriniCapital anyone?

[BRIX @brix_money]

Introducing the first onchain FX carry market: wiTRY-USDM.

Starting today, use wiTRY as collateral to borrow USDM through the @Morpho market deployed by @Featherlend, powered by @megaeth.

wiTRY is a Turkish Lira yield-bearing coin that enables access to the carry trade.

The wiTRY-USDM lending market unlocks leveraging the carry trade; previously only accessible to institutions.

[0xWizard @0xsubwizard]

@saintniko someone needs to run bunniswap back but this time rebalance less often and set looser ranges

[0xWizard @0xsubwizard]

@TokenBrice i’ve been getting a lot of this as well, @nikitabier pls fix ser

[0xWizard @0xsubwizard]

@litocoen @saintniko @miguelweb3 ser do i need to buy a milady to get merch?