Jeroen van der Hulst

retweet ≠ I agree
+EV -BS

[𝐓𝐗𝐌𝐂 @TXMCtrades]

How the fuck is this man still in business?

[Jeroen van der Hulst @JroenvdH]

verrassend

[Jeroen van der Hulst @JroenvdH]

Dat was het dan #nedmar

[Cryptarbitrage @cryptarbitrage]

It seems @LorisTools has added option data. Quite handy since AmberData went behind a paywall.

I've been using the Loris Tools website for months to track funding rates across venues (which it is awesome for, nice job @0xLoris !) and somehow I didn't notice the option addition until a colleague pointed it out 😅

Lot's of cool funding rate tools on there as well, including a current arb scanner, historical funding charts, and a backtester. You can even execute trades through there if you want to hook it up to your exchange accounts (the trading part has a fee, but most of the site is free).

[Tyler Whittle @Dr_DAO_]

https://t.co/7aB0ShhqhN

[Mehdi (e/λ) @BetterCallMedhi]

I genuinely think this might be the most important story I’ve read this year and I need to talk about it

a guy in australia just designed a custom mRNA cancer vaccine for his dying dog using chatGPT and alphafold, he has 0 background in biology and it worked, the tumor shrunk by half, the genomics researchers are absolutely stunned & I genuinely think this story is way bigger than people realize

here’s what he actually did, he paid 3000 bucks to get the tumor DNA sequenced, fed the data to chatGPT to identify mutations of interest then used alphafold to predictt the 3D structure of the mutated proteins & find therapeutic targets, then he designed a custom mRNA vaccine targeting the specific neoantigens of his dog’s tumor, all of this from his laptop & the genomics professor who received the sequencing request initially thought it was a joke

few months later this same professor is looking at the results saying if we can do this for a dog why are we we rolling this out to all humanswith cancer

and this is where I need you to understand what alphafold actually represents because I’m convinced most people have heard the name without grasping what’s hapening underneath:

for decades figuring out the 3D structure of a single protein required months sometimes years of X-ray crystallography /cryoelectron microscopy, entire labs dedicated to one molecule, alphafold2 solved this by predicting the structure of virtually every known protein thats ovr 200 million structures which earned it the Nobel prize in chemistry in 2024
but here’s the thing, alphafold 3 released in 2024 went even further where alphafold 2 predicted the structure of an isolated protein alphafold 3 predicts interactions between proteins DNA RNA small molecules & ligands in a unified system

basically it models how a drug molecule will bind to a protein target with 50% better accuracy than the best existing tools & it does it in hours instead of years and thats exactly what this guy exploited for his dog, he used alphafold to see the 3D shape of of the mutated tumor proteins & figure out how an mRNA vaccine could teach the immune system to recognize & destroy them specifically

and look what fascinates me personally is what this signals for whats coming next

isomorphic Labs the deepmind subsidiary dedicated to drug discovery already signed multibillion dollar partnerships with Eli Lilly & Novartis and the first drugs entirely designed by AI through alphafold3 are expected to enter human clinical trials by end of 2026

we’re talking oncology & immunology candidates that were designed through rational design meaning the AI literally drew the molecule to fit perfectly onto the target instead of screening millions of random compounds like we’ve been doing for 50y

by the way the movement is accelerating way faster than people think, deepmind open sourced alphafold 3 in late 2024 the scientific community immediately built on top of it, models like OpenFold3 backed by amazon & Novo Nordisk, startups like recursion developing specialized versions…

I’m telling you we’re entering the era of the autonomous lab where AI designs a molecule robots synthesize it & high-throughput platforms test it with 0 human intervention

I believe the next frontier is temporal modeling, today alphafold predicts the static shape of a molecule tomorrow we’ll predict how it moves & vibrates over time inside a living cell & after that come patient digital twins simulations that predict how your specific genetic variations will affect your response to a given drug, truly personalized medicine at the atomic level

traditionally it takes 15 years & roughly billion dollars to bring a drug from discovery to market, AI is compressing that cycle at a pace that should terrify every incumbent & what this australian guy just proved is that the entire pipeline tumor sequencing target identification structure prediction custom vaccine design can be executed by 1 person with a laptop for a few thousand $$

[matthew sigel, recovering CFA @matthew_sigel]

Brutal November for crypto app downloads.

Tough y/y comps to be sure but m/m also down.

[Steakhouse Financial @SteakhouseFi]

Taking advantage of uneventful slow news days, we analyzed different stablecoin business models, comparing full vs fractional reserve balance sheets

[nic carter @nic_carter]

blockchain would have fixed the autopen scandal

[Mr_Fireside 🔥 @Mr_Fireside]

While everyone’s focused on Trump, Microsoft created a new state of matter.

It's going to change everything.

Here's what you need to know about Microsoft's Majorana 1 Quantum Chip:🧵

[Jameson Lopp @lopp]

"It's low because we're HODLing."

Sure. But it doesn't appear that people who are buying are withdrawing to self custody. Total # of UTXOs has been dropping like a rock for over a month.

https://t.co/yWGRBAz35I

[WhalePanda @WhalePanda]

Fuck off scammer.

Go dump some more billions of your 100% premined crap on clueless retail.

You're not even crypto. Crypto projects use a blockchain. XRP is missing 30k blocks.

You have been anti Bitcoin since the start.

You tried to change PoW.

https://t.co/ibkL7kAwvz

[Austin Campbell @austincampbell]

0/ So people are upset with me for opposing the Bitcoin Strategic Reserve and saying Coinbase should not buy #BTC for their treasury, have incorrectly assumed this means somehow I don't like Bitcoin.

If you think that is what I think, you are wrong and should feel bad.

[hagaetc @hagaetc]

I’m born and raised in Norway. I think it’s a beautiful country that I would love to live/build in but right now that’s not possible. Sadly Europe as a whole is falling behind due to innovation hostile policies/culture. If you all help calling it out it might improve eventually🙏

[Alex Alexakis @alexalexakis]

Europe needs techno-optimism now more than ever

It's time to build in Europe

[Jameson Lopp @lopp]

As long as the average transaction fee rate remains above ~250 sat/vB, we should expect miners to be earning more from fees than from newly issued BTC. Will be interesting to see how long this level is sustained.

[Stat Arb @quant_arb]

Options & Volatility Resources.

A thread 🧵

...

[Agustin Lebron @AgustinLebron3]

Alpha leak of the day: improving beta models is alpha.

Finding signal (alpha) is really hard because it's buried under tons of noise. Beta models are a de-noising technique. A way of saying "this stuff doesn't matter".

Better betas = a better lens to view markets.

[Farside Investors @FarsideUK]

Tough day for the Bitcoin miners, as investors appear to realize that the halving is shortly approaching

We have updated our miner MCap page to include:

1. Miner MCap (US$)
2. BTC Holdings (US$)
3. Montly BTC Mined
4. Sources

https://t.co/xfqxgV0bmV

[WhalePanda @WhalePanda]

If we assume the $400 million extra in the last week is Genesis then they should be done in 3 more weeks. Well before halving.