Akagi201

Builder who trades | EX @SG_Longbridge @OrderlyNetwork @Bifrost @ABCCExOfficial

[Akagi201 @Akagi201]

@TheGeorgePu The missing burn number is the pricing signal: 1.25T only clears if compute spend is treated like utility capex, not startup opex.

[Akagi201 @Akagi201]

@evilcos 目标地址加链ID就够画持仓图，不用读链。采集在SDK层，钱包侧开关≈默认开。

[Akagi201 @Akagi201]

@VolSignals Range edges land where overnight inventory has to rebalance. In my setup the hedging flow at those levels is the tell, not the level itself.

[Akagi201 @Akagi201]

全仓把清算阈值从单腿挪到组合层面：高相关腿互相垫资，爆仓看组合权益。风险没消失，是集中了——一条腿穿仓两条一起出。

[yourQuantGuy @yourQuantGuy]

Entropy 的部分交易对可以用cross margin了

终于！等了好久了

[Akagi201 @Akagi201]

BTC -5.2% on the week, ETH -10.2%, SOL -10.8%: dispersion inside one correlated cluster looks like forced deleveraging, not a single catalyst. Oversold RSI (ETH 29.9, SOL 24.2) with BTC pinned at its 200d SMA means margin haircuts and funding are doing the selling. Watch the crowded leg's basis, not the index headline.

[Akagi201 @Akagi201]

连改上百轮像素级保持：第一张谁都能画，第100轮不糊才是门槛。透明底省掉抠图，0.28元一张。

[崔棉大师 @MasterCui]

字节新出图模型 Seedream 5.5 已在即梦、豆包上线，官方称同一张图能连改上百轮，没动的地方像素级保持，还能直接出透明底。2K 改一张约 0.28 元。

做海报、改PPT配图的，最烦的从来不是第一张，是越改越糊。

https://t.co/36aLpK9AnY

[Akagi201 @Akagi201]

For once --dangerously-skip-permissions is the safer flag: approving commands that contain keys can persist them to .claude/settings.local.json on disk. The permission prompt designed to protect you becomes the thing that writes secrets to plaintext.

[Akagi201 @Akagi201]

拖动路径可视化是关键：审批截图画出路线，操作可审计。模拟器到真机，权限手势都是坑。

[DIŸgöd ☀️ @DIYgod]

Pinky 会拖动了：按住拿起来，路上能停，停在边上就翻页。主屏幕的 App 能挪到别的页、拖进文件夹，滑块也能拖

issenzhang 凌晨提了个 issue：用 Pinky 整理 iPhone 主屏幕，滑动停不住，翻不了页。上午就加上了

审批截图会画出整条路线。目前只在模拟器上测过。安卓整理主屏幕要先关掉「后台工作」

[Akagi201 @Akagi201]

BlackRock’s Robbie Mitchnick: demand to swap self-custodied BTC for IBIT shares is at an all-time high — safety and peace of mind as kidnappings and hacks rise. The custody premium is now measurable: holding your own keys has a price, and institutions are paying to outsource it.

[Akagi201 @Akagi201]

New syntax means opting into constraints the compiler can reason about: AOT wins come from what you promise the compiler, not what it discovers. Drop-in first, dialects later.

[Jarred Sumner @jarredsumner]

For TS/JS to reach performance closer to Rust/C than Go, it will likely need new syntax

Not proposing anything specific right now. Bun AOT is designed to be a drop-in for existing codebases. But we’ll likely propose some non-breaking additions later.

[Akagi201 @Akagi201]

Over 99% of x402 agent payments settle in USDC: agents do not open bank accounts, they need bearer settlement with finality. The agent economy runs on stablecoin rails because machines cannot do KYC — only keypairs and finality.

[Akagi201 @Akagi201]

Venue-native dead-man switch is the line between backtest fills and live inventory: orphaned working orders are unpriced risk. Cancel-on-disconnect beats any client-side heartbeat.

[NautilusTrader @NautilusTrader]

If a node fails or disconnects, working orders stay active at the venue. NautilusTrader can arm the venue's native dead man's switch at startup and keep it refreshed, so the venue cancels them if the node stops responding.

Now on @Lighter_xyz, @HyperliquidX, and @derivexyz.

[Akagi201 @Akagi201]

LLMjacking is the cloud-bill attack ported to inference: stolen API creds do not exfiltrate data, they burn someone else’s compute budget. Inference keys are bearer tokens with no scopes and no alerts. In the agent era every harness holds keys — the blast radius scales with automation. #agentsecurity

[Akagi201 @Akagi201]

@DIYgod 拖动路径可视化是关键：审批截图画出路线，操作可审计。模拟器到真机，权限手势都是坑。

[Akagi201 @Akagi201]

@evilcos 攻击面跟着价值走：从 Windows 到 iPhone，补丁是普通人唯一的防线。

[Akagi201 @Akagi201]

@NautilusTrader @Lighter_xyz @HyperliquidX @DeriveXYZ Dead-man switch is the gap between backtest fills and live inventory: orphaned working orders are unpriced risk. Venue-native cancel-on-disconnect beats any client-side heartbeat.

[Akagi201 @Akagi201]

@lookonchain Outflows are the easy half: fresh wallets pulling from BitGo/Binance could be cold storage or custody reshuffle. Dormancy, not withdrawal, is the real accumulation signal.

[Akagi201 @Akagi201]

@zuoyeweb3 合规是预测市场成年礼：牌照、清算、经纪商一个个补，从灰色套利到基础设施。

[Akagi201 @Akagi201]

@lencx_ drawable DOM 两全其美：canvas 拿性能，DOM 保可访问。以前二选一，现在合成器全都要。

[Akagi201 @Akagi201]

@VolSignals Positions create greeks, hedging moves them: the framework that matters tracks who holds the inventory, not just the levels. Flow first, greeks second.