David_AI

AI or nothing

[David_AI @David_MetaWorld]

$Rave 启发全员部署自己的Vibe trading系统 也算是少有的积极影响

用推特上的教程蒸馏给AI 然后AI来监测市场异动 AI工具盯盘+vibe code手捏按自己策略去跑的交易Agent

Vibe coder之后，Vibe trader的时代来了

过去这一套叫量化，专业的金融师才能做。AI把这个门槛也降低了 主要坚信你的逻辑 就给AI吧

[David_AI @David_MetaWorld]

@Bqlsj2023 和hermes agent比怎么样

[David_AI @David_MetaWorld]

@jason_chen998 原来流量不高的原因是道德底线太高了

[David_AI @David_MetaWorld]

美联储开始要求美国银行说明私募信贷风险敞口——这才是最值得注意的信号。

贝莱德260亿的基金，赎回申请12亿，只兑付了6.2亿。黑石限制赎回，大概七成。Blue Owl能拿到的不到四分之一。石岭直接说只兑付11%。
1.7万亿美元的市场，合同全是双边协议，没有标准定价，流动性接近于零。想退出只有两条路：卖掉公开市场的股票仓去填窟窿，或者贱卖底层资产。两条路都是连锁反应的引线。
联储要银行自查，本质上是承认自己不清楚风险敞口在哪。
很多投资者其实不知道自己的钱间接绕进去了——就像P2P全面爆雷之前，很多人根本不知道自己买的"固收产品"底下装的是什么。

结局不一定一样，但这个节奏太熟悉了。

[BITWU.ETH 🔆 @Bitwux]

🚨华尔街多家私募信贷基金陷入资金赎回踩踏危机，美联储已经开始要求美国银行说明私募信贷风险敞口——

🔺贝莱德 260 亿美元的基金遭遇约 12 亿美元赎回，最终仅对其中约 6.2 亿美元予以兑付。

🔺黑石限制赎回，部分私募信贷基金仅兑付了约七成申请。

🔺Cliffwater 旗舰私募信贷基金近期遭遇大规模赎回申请。

🔺Blue Owl 宣布再度限制旗下一只基金的赎回规模，导致寻求退出的投资者实际到手金额不足申请金额的四分之一。

🔺石岭资产管理表示，近期赎回请求过高，仅会履行投资者想要赎回金额的 11%。

现在全球私募基金市场规模超过1.7万亿美元，且与主流金融体系深度关联；

私人贷款通常是双边协议，且缺乏标准化的定价机制，本身几乎没有流动性，只能抛售公开市场的股票或贱卖底层资产。

恐怖的是，很多投资者应该都并没有意识到自己已经间接参与其中。

这也就是华尔街，要是放在之前的国内的P2P行业，绝对会被定性为爆雷前兆了吧！

[David_AI @David_MetaWorld]

@Bitwux 换了个马甲的P2P。名字不同，看看结局是不是一样🤓

[David_AI @David_MetaWorld]

美伊停火第一天 伊朗的要价单曝光了。 三个预测市场值得你下注

特朗普说十点条款大部分已经谈妥。制裁、资产解冻、美军撤出这些，大家都在看。但真正值得拆的是霍尔木兹过路费这条——伊朗提出由伊朗和阿曼联管海峡通行收费，阿曼目前只是调解方，没有任何公开迹象显示阿曼同意，这条还只是伊朗的要价，不是已落地的安排。但如果最终进了协议并有多边担保方背书，收费权就不只是谈判让步，是持续有财政意义的结构性安排——制裁可以重新加，军队可以重新部署，这个不一样。

对应Polymarket，现在三个市场值得分开看。
军事行动对伊朗结束 by May 31，94%。这个市场的解析规则是两周内美以不发动新空袭即为Yes，停火已经生效、美军已承诺暂停行动，94%定价的就是这件事。
➡️https://t.co/Tacjl3muEj

Trump宣布结束军事行动 by June 30，85%。注意这个市场问的是Trump宣布，不是永久和平实现——特朗普宣布结束行动主要取决于他自己的政治判断，和伊朗谈判进展、以色列立场是两件不完全重叠的事。85%这个数字贵不贵，取决于你怎么看特朗普在两周谈判结束后的政治动机。
➡️https://t.co/mh661nBQlv

美伊核协议 by June 30才是真正值得盯的市场。美方要求零铀浓缩，伊朗说这是"压力下的投降"，双方在核问题上的核心分歧没有动。条款曝光是新的定价锚，伊斯兰堡每一轮谈判进展都会触发这个市场重新定价。
➡️https://t.co/gSMOCXA8kB

[David_AI @David_MetaWorld]

@CoinMarketCap Polymarket's fee revenue was zero on March 29. Seven days later it was a top-8 DeFi protocol.

[David_AI @David_MetaWorld]

@PolymarketIntel https://t.co/tO2mLVEJ4C
congrats for No.8 defi protocol

[David_AI @David_MetaWorld]

Polymarket's fee revenue was zero on March 29. Seven days later it was a top-8 DeFi protocol.

The DefiLlama fees leaderboard has Polymarket sitting next to Circle, Tether, and Hyperliquid now — $365M annualized, a ranking most people associate with protocols that have been generating revenue for years, not one that flipped a switch six days ago.

The Dune fee chart shows a near-vertical spike starting April 1, the kind of shape that usually means either a data error or something structural changed. It wasn't a data error.

Polymarket's share of on-chain prediction market fees is 96.8% — every other platform combined is splitting the remaining 3.2%, which at that point is less a market and more a rounding error.

Three days before these numbers appeared, ICE — the company that owns the NYSE — completed a fresh $600M cash investment in Polymarket as part of a $2B commitment, and what they bought in return was the right to distribute Polymarket's event-driven data to institutional clients. Retail is betting on outcomes. Institutions are buying the pricing data stream.

The TVL chart tells the same story from a different angle: $432M, closing in on the $510M all-time high set during the 2024 US election — except this time there's no single election driving it, just tariffs, AI policy, geopolitics, a continuous feed of events worth pricing that doesn't stop between election cycles.

Calling it a gambling site in April 2026 means choosing to ignore what's on those charts, and that's an opinion you're welcome to hold, but it's getting expensive.

#Polymarket #Dune #DefiLlama

[David_AI @David_MetaWorld]

Polymarket's fee revenue was zero on March 29. Seven days later it was a top-8 DeFi protocol.

The DefiLlama fees leaderboard has Polymarket sitting next to Circle, Tether, and Hyperliquid now — $365M annualized, a ranking most people associate with protocols that have been generating revenue for years, not one that flipped a switch six days ago.

The Dune fee chart shows a near-vertical spike starting April 1, the kind of shape that usually means either a data error or something structural changed. It wasn't a data error.

Polymarket's share of on-chain prediction market fees is 96.8% — every other platform combined is splitting the remaining 3.2%, which at that point is less a market and more a rounding error.

Three days before these numbers appeared, ICE — the company that owns the NYSE — completed a fresh $600M cash investment in Polymarket as part of a $2B commitment, and what they bought in return was the right to distribute Polymarket's event-driven data to institutional clients. Retail is betting on outcomes. Institutions are buying the pricing data stream.

The TVL chart tells the same story from a different angle: $432M, closing in on the $510M all-time high set during the 2024 US election — except this time there's no single election driving it, just tariffs, AI policy, geopolitics, a continuous feed of events worth pricing that doesn't stop between election cycles.

Calling it a gambling site in April 2026 means choosing to ignore what's on those charts, and that's an opinion you're welcome to hold, but it's getting expensive.

#Polymarket #Dune #DefiLlama

[Mustafa @mustafap0ly]

go make some $$$ by placing limit orders 😛

[David_AI @David_MetaWorld]

Polymarket 4月搞了个500万刀体育流动性激励。

逻辑很简单：你挂有竞争力的限价单，Polymarket付你激励。 订单被成交，Maker rebate再进一笔。 两头都有钱收。

赌球的人在输给概率，做市的人在收两份钱。

→ https://t.co/gj4mB1YdUL

@Polymarket @AskPolymarket @PolymarketMoney

[David_AI @David_MetaWorld]

@mustafap0ly @polymarketbet @Polymarket When $POLY?

[David_AI @David_MetaWorld]

@KobeissiLetter https://t.co/bHbjCdDH3f

[David_AI @David_MetaWorld]

Trump flipped to "keep fighting" — Polymarket's Iran ceasefire odds collapsed from 65% to 35% overnight.

One statement. Three weeks of expectations repriced.

The market doesn't care what he said last month.

@realDonaldTrump #IranWar‌ #Polymarket

[David_AI @David_MetaWorld]

@BRICSinfo https://t.co/bHbjCdDH3f

[David_AI @David_MetaWorld]

Trump flipped to "keep fighting" — Polymarket's Iran ceasefire odds collapsed from 65% to 35% overnight.

One statement. Three weeks of expectations repriced.

The market doesn't care what he said last month.

@realDonaldTrump #IranWar‌ #Polymarket

[David_AI @David_MetaWorld]

@WhiteHouse https://t.co/bHbjCdDH3f

[David_AI @David_MetaWorld]

Trump flipped to "keep fighting" — Polymarket's Iran ceasefire odds collapsed from 65% to 35% overnight.

One statement. Three weeks of expectations repriced.

The market doesn't care what he said last month.

@realDonaldTrump #IranWar‌ #Polymarket

[David_AI @David_MetaWorld]

@KobeissiLetter https://t.co/bHbjCdDH3f

[David_AI @David_MetaWorld]

Trump flipped to "keep fighting" — Polymarket's Iran ceasefire odds collapsed from 65% to 35% overnight.

One statement. Three weeks of expectations repriced.

The market doesn't care what he said last month.

@realDonaldTrump #IranWar‌ #Polymarket

[David_AI @David_MetaWorld]

@FoxNews https://t.co/bHbjCdDH3f

[David_AI @David_MetaWorld]

Trump flipped to "keep fighting" — Polymarket's Iran ceasefire odds collapsed from 65% to 35% overnight.

One statement. Three weeks of expectations repriced.

The market doesn't care what he said last month.

@realDonaldTrump #IranWar‌ #Polymarket

[David_AI @David_MetaWorld]

@rawsalerts https://t.co/bHbjCdDH3f

[David_AI @David_MetaWorld]

Trump flipped to "keep fighting" — Polymarket's Iran ceasefire odds collapsed from 65% to 35% overnight.

One statement. Three weeks of expectations repriced.

The market doesn't care what he said last month.

@realDonaldTrump #IranWar‌ #Polymarket

[David_AI @David_MetaWorld]

@EricLDaugh https://t.co/bHbjCdDH3f

[David_AI @David_MetaWorld]

Trump flipped to "keep fighting" — Polymarket's Iran ceasefire odds collapsed from 65% to 35% overnight.

One statement. Three weeks of expectations repriced.

The market doesn't care what he said last month.

@realDonaldTrump #IranWar‌ #Polymarket

[David_AI @David_MetaWorld]

@drpezeshkian Look at the percentage on the polymarket
https://t.co/bHbjCdDH3f

[David_AI @David_MetaWorld]

Trump flipped to "keep fighting" — Polymarket's Iran ceasefire odds collapsed from 65% to 35% overnight.

One statement. Three weeks of expectations repriced.

The market doesn't care what he said last month.

@realDonaldTrump #IranWar‌ #Polymarket