ketis

FULL-TIME DEGEN | AMATEUR DREAMER | Memecoin填线师 | Farmer

[ketis @BTC_JOBI]

@world_xyz @RobinhoodCrypto you switch too fast lmao

[ketis @BTC_JOBI]

Robinhood Chain 今天在 X 上最有意思的点，不是 RWA。

反而是 meme。

CASHCAT 因为 Vlad 相关动作被炒到很高讨论度。

这条线如果能继续发酵，Robinhood 的优势可能不是链上股票

而是它本来就有 GME、DOGE、散户、meme stock 这套文化资产。

crypto 很多时候不是技术先赢，是注意力先找到新赌场。

[ketis @BTC_JOBI]

@colmugx 我把学历租给你，你去

[DiscusFish @bitfish]

做投资要有常识：合同是可以违约的，债务是可以协商的，公司是可以破产的。你当成基石的东西，往往只是概率

[ketis @BTC_JOBI]

@brucexu_eth opencli了解一下

[ketis @BTC_JOBI]

能赚钱的全球瞩目的生意，这能留给 web3 的公民吗？😂

[poof @poof_eth]

Had a Jane Street interview in 2013 that still bothers me.

It was my 6th round. Final interview. The guy walks in carrying no laptop, no notebook, just a cold brew and what I later realized was a single IKEA tea candle.

He writes on the whiteboard:

food: $200
rent: $800
utilities: $150
candles: $3,600
family: dying

Then he turns around and says, “Optimize.”
I laughed because I thought it was a culture-fit bit. He did not laugh.
So I said, “Well, obviously you spend less on candles.”
He says, “Assume candles are non-discretionary.”
Okay.

I start building a model. Basic constraint satisfaction. Family survival as a soft penalty. Candles as a state variable. Maybe there’s an arbitrage where you buy wholesale paraffin and convert the $3,600 line item into inventory.

He stops me.

“You’re thinking like a consultant.”

That’s when I knew I was in trouble.

He says, “Give me a bid-ask on family dying.”

I say, “What?”

He says, “You’re long candles, short family. Where do you make markets?”

I try to recover. I say the real issue is liquidity: rent and utilities are fixed, food is elastic, candles are emotionally inelastic. Therefore the optimal strategy is to securitize future candle enjoyment and borrow against it.

He nods for the first time.

Then he asks, “What time do you sell the candles?”

I say, “Whenever the market is liquid?”

He says, “Be more specific.”

I say, “Uh… 10 a.m. Eastern?”

For the first time, he smiles.

He goes, “Every day?”

I say, “Every day.”

He says, “In size?”

I say, “In size.”

He says, “And what do we call that?”

I say, “Market manipulation?”

The room gets very quiet.

He looks disappointed and writes something down.

“No. We call it providing liquidity to candle ETFs during the U.S. cash open.��

I try to save it. “Right. Of course. The family isn’t dying because we underfunded them. They’re just experiencing temporary price discovery.”

He nods again.

Then he points back at the board.

I had missed it. The utility bill was $150, but candles provide light. You can zero out utilities.

I update the budget:

food: $200
rent: $800
utilities: $0
candles: $3,750
family: still dying, but now in a more capital-efficient way

He says, “How confident are you?”

I say, “0.95.”

He smiles and circles candles.

“0.95 huh?”

Then he asks me to estimate how many leveraged longs get liquidated if we dump $3,750 of candles at 10:00:01 every morning for 90 consecutive trading days.
Needless to say I did not get the offer.

[ketis @BTC_JOBI]

@0xTykoo 这波做ai的大部分都是技术出身，没那么多心眼的，大家互相欣赏，一起做事

[ketis @BTC_JOBI]

@alyonitabtc181 现在不是好的正反馈周期的进入节点

[ketis @BTC_JOBI]

@0xPickleCati 猫姐是不是经常玩四爱

[ketis @BTC_JOBI]

@0xyukaz 是buidl哈哈

[ray 🐂 @moonbag]

finance

[ketis @BTC_JOBI]

@connectfarm1 全球流动性通口打开还不性感？

[Him @himgajria]

Stop thinking in bull and bear.
Start asking who the marginal buyer is.

[ketis @BTC_JOBI]

@MINHxDYNASTY as to what pumpfun did to memecoins

[ketis @BTC_JOBI]

@hsingxxx 哈哈对，好奇就问

[ketis @BTC_JOBI]

@hsingxxx gs这种high finance一般还是得美本才好进，而且target school是最好的那几所，不过也要看你同学在里面做什么岗位了

[ketis @BTC_JOBI]

@hsingxxx 啥路径啊，有点离谱