Okki

Rustacean 🦀
Kwant wannabe.

FORTUNE FAVORS THE BOLD

I'm yapping to myself, just ignore this account

[Okki @MuhammadOkki_]

Akhirnya bersih juga

[Probably Approximately Correct @PAClearning]

[TWIT KELAS PACMANN]
Pengumuman!🌟

Kelas baru, lebih cepat, lebih murah:
Quantitative Finance with LLM oleh @pacmannai

Anda dapat pelajari materi Quant dalam 12x pertemuan Offline dan Online di Jakarta, dalam 1 bulan. Harganya mulai dari Rp 2 jutaan!

Berikut kurikulumnya:

[Okki @MuhammadOkki_]

@lucaxyzz @Plasma iya dong

[Okki @MuhammadOkki_]

@lucaxyzz @Plasma Oh, w lewat apps sih, pilihannya ada 2 pas pesen kemarin, kalo gratis terima 15 sept, kalo bayar $30 terima 7 sept wkwk

[Okki @MuhammadOkki_]

@lucaxyzz @Plasma iya, ada yg free ongkir sama bayar $30 buat express

[Okki @MuhammadOkki_]

Too early 🤣

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Nvidia stock, $NVDA, falls -4% after reporting a record $96.2 billion in quarterly revenue.

The company beat both revenue and EPS expectations and provided stronger than expected guidance.

[Goshawk Trades @GoshawkTrades]

before jeff yan founded hyperliquid, he traded at hudson river and built one of the largest crypto market makers alive. this is his advice on where a small operation should actually be trading, and it's essentially the bell curve meme.

"you just don't want to be that guy in the middle."

the middle, in his framing, is exchanges ranked roughly two through seven:

"you have a lot less volume than binance, but about the same level of competitiveness and toxic flow. and the flow can be worse than binance, because at least at binance the reason volume is so high is they have complete stranglehold over retail volume."

"you don't get that padding, that nice mix of toxic and retail flow."

"the big HFT firms have onboarded the top 15. they're going to be trading full capacity taker strategies and you're not going to get much juice there."

so either compete at the top, or go where nobody's looking:

"there's no shame in finding a super small opportunity, something overlooked by the big players or that just doesn't have enough capacity to be worth their time."

"exchanges are written by people. the protocol designs can be just outright dumb. if you're the only one who has insight into how that works, then that can be a strategy."

"people undervalue just having something that works live. that should be everyone's number one priority, and it really shouldn't matter how small."

"you get the reps in for the full research loop. putting things into production, you learn so much. even just scrapping it and going for binance at that point will be orders of magnitude easier."

[Splash @SplashOS]

Welcome to Hyperliquid

[Okki @MuhammadOkki_]

wow, IDR diluted?

[Yudhistira Ismara @CiptaBuana_]

Kalo dilihat dari cara produksinya, ini mah sindikat UANG PALSU GRADE A...

Ada nomor seri, benang pengaman, dan Hologram.

Total uang yg ditemukan-> 36 Miliyar di Tangsel.

Peralatannya pun, super lengkap:

- Percetakan
- Printer
- Tinta
- Laptop

Gue takut...

Jangan-jangan, uang yg kita selama ini pegang, itu UANG PALSU.

Tapi kita gak SADAR aja karna sudah jadi satu dgn UANG ASLI.

Malah kasihan, kalo uang kita yg PALSU itu, dibuat beli dagangan UMKM...

Ditambah penjualnya adalah orang² tua/lansia, sedih🥲

[Okki @MuhammadOkki_]

@LeoAdberg @LorenzoARK Exactly

[Derive.xyz @DeriveXYZ]

Community member @derivativemonky ran the same $100 August BTC thesis through spot, a perp, and a 64K call.

• Spot: +22%
• Perp: +450%
• 64K Call: +582%

What's interesting is the option got there while carrying less directional exposure than the perp for the first half of the move.

[Okki @MuhammadOkki_]

Higherliquid, Happy 80 united states dollar per hyperliquid:native

[simp 4 satoshi @iamgingertrash]

This was meant for you

[Probably Approximately Correct @PAClearning]

Ditanyain PhD dimana nggak jawab. Flexing return pakai screenshot, cuma satu asset bukan portfolio. Pernah bilang dosen ane di FEUI paham Quant, padahal cuma ngajar Matematika Ekonomi. Struktur bahasanya tidak menunjukan berpendidikan.

Kok ya pada banyak yg percaya......

[Okki @MuhammadOkki_]

Kaget juga ternyata banyak yg baru sadar 😂

[gi @kucinghilang_]

Gila juga, seminggu berhasil membasmi 2 akun fakers. Btw jujur ini tu ga sengaja, kalo ga dicepuin sama orang X 🙂🙏🏻

[Okki @MuhammadOkki_]

HAHAHAHA HYPERLIQUID

[Hyperliquid Policy Center @HyperliquidPC]

Hyperliquid.

[Blonskr @Blonskr]

我在 BNB Chain 上做了历史上第一个真实的链上 4位处理器

一个 Token,就是一颗晶体管。
无数颗晶体管连起来，就是一个电路。
无数个电路连起来，就是一台真正的处理器。

2251 个全部由与非门和触发器组成的处理器，逐周期验证过。规格对标 1971 年的 Intel 4004。
它刚刚跑完了斐波那契:1、1、2、3、5、8、13。

它按 BNB Chain 的出块跳动——0.45 秒一拍，目前约等于2.22 Hz。可能这是全宇宙最慢的 CPU。但这是我的一小步，但，是 @BNBCHAIN 的一大步。未来是星辰大海啊！

全球唯一一台没有人能拔掉电源的处理器。我给他取名叫：巨兽 Behemoth

下周，我会发布完整协议发出来。让任何人可以使用这个协议创建自己的真实链上处理器，并且可以互相调用。像拼乐高一样，造出更高规格的链上CPU。
@youyou5202 @web4miko @0xsandy1913 @Cryptowushi @colinwu @heyibinance @cz_binance @BNBCHAINZH

[Okki @MuhammadOkki_]

Hynix bros

[Gogo | Dota for Toxicity @lwastuargo]

🚚 Jadi Gogo bikin 400+ commit per hari itu ngapain sih?
💩 And is that shit commits?
💾 Tiap save file di-commit?
📊 Emang ada hasilnya?

Awal 2025, semua orang masih pada pake Cursor/Windsurf. AI ngoding, kita review. Kita liatin itu kode satu-satu. Apapun yang masuk ke main branch kita perhatiin. Di sini kita kerja kaya mid level/senior engineer, jagain kerjaan intern dan junior engineer sambil kadang2 masih ngulik dikit2 untuk bagian2 yang kritikal yang kita ga terlalu percaya bisa dikerjain sama junior atau intern

Lalu akhir 2025, ketika Claude 4.5 rilis. Claude Code mulai mendapatkan traction yang signifikan. Di sini role kita berubah menjadi senior/staff engineer. Coding udah jadi kayak bernapas. We don't even think about it. Coding is just a means to an end. We start thinking in systems, not in code

Lalu awal 2026 muncul harness engineering, loop engineering, and eventually graph engineering. Di sini kita mulai kerja kaya TLM, engineering manager, then senior engineering manager. Ngurusin team of agents directly. Nyuruh mereka bikin fitur, nyuruh mereka refactor sampe beres, nyuruh mereka migrasi

Sekarang aku personally sedang kerja kaya Engineering Director

- We decide what metrics are important. Latency? Cost? Activation? User registration?
- Toolsnya apa aja? Ada feature flag? Boleh deploy terus2an atau sehari sekali? CI/CD?
- Kita bolehin gerakin metricsnya gmn? TDD cukup kah? Eksperimen ke end-user boleh ga?
- Guardrailnya apa? Apa yang ga boleh dilakukan? Testing ke user production boleh ga? Testing ke internal user boleh semua ga? Atau CEOnya bangsat jadi release ke semua internal user kecuali CEO?
- Kalo ada yang rusak policynya gmn? Revert? Kalo ada yang rusak, kita telen biar user experience enak atau kita bikin error merah gede-gede biar kita bisa cepet fix? Bagian produk mana yang error itu kritikal dan bagian mana yang kalo error yowis ae
- Gimana push product dari 80% jadi 99%? AI bisa bikin produk yang 80% bagus dengan cepat. UI-nya bagus. Bisa buat pamer, bagus buat demo, bikin orang pede "gw bisa 2 minggu u masa butuh 2 tahun?" Tapi bisnis butuh reliability, butuh hasil bagus yang konsisten, butuh governance. Dan kita ga bisa langsung dari 80% ke 99%. Butuh iterasi. Butuh beresin printilan edge cases kecil2 tapi buanyak yang baru ketahuan ketika produknya dah jalan di production. Butuh pikirin metrics2 baru yang mungkin sebelumnya ga kepikiran pas masih development. Butuh pikirin mana use case untuk semua orang, mana yang spesifik problem beberapa orang tertentu

Sehingga what matters now?
- Metrics understanding. Business metrics, product metrics, engineering metrics
- Figuring out levers and metrics that actually move the business. Just like in the Good to Great book
- Unblock Modern Engineering Practices. Observability, decouple deployment and release, feature flag, lead time to deployment, CI/CD
- Policies bergantung industri, organisasi, fase kumpeni lagi dmn, risk appetite dari management
- Be flexible on the approach and implementation. Be strict on results, metrics, verification

Kerja seperti Engineering Director

Apakah ada evolusinya? VP of Engineering dan CTO level?

Jujur, blom tau. VP + CTO itu set process, culture, hiring process, hiring bar, promotions, reward and punishment, technology standard, technology investment. Apakah AI butuh itu? So far sih ngga ya

Tapi mungkin nanti, eventually, tugas kita bukan bikin agent, tapi hire agent yang udah jadi dan sudah well-fine-tuned with strong domain expertise. Sehingga tugas kita set up organisasinya yang cocok dengan bisnis kita

Jadi jawabannya dari pertanyaan di awal:
🚚 400 commit per hari itu biasa, karena aku mengoperasikan AI-ku sebagai kumpulan product squad. I am the engineering director, not the manager, not the tech lead
💩 Ngga, tiap commit adalah satu full fitur atau eksperimen
💾 Ngga. Tiap hari aku biasanya punya 12 sesi. Per sesi spawn 1 agent, yang biasanya spawn 10-15 subagents. Masing2 subagents either dia riset, check grounding, menghasilkan sesuatu (coding, artifact), atau verifikasi (test result, screenshot, video)
📊 Iya semua sesi itu ada metricsnya ⬇️

- Cost saving (pindah dari Claude ke Deepseek. LLM cost dari $60k/month jadi $1500/month)
- Latency (dari 60sec jadi 3sec TTFT)
- Reliability (dari 60% jadi 99% delivered)
- Engagement (dari 20% jadi 50% user onboarded)
- Conversion (dari 0.8% jadi 2% converted jadi paying user)

Dan ini berlaku untuk fungsi di luar engineering juga. We can be our own marketing director, operations director, finance director. Tapi ga yakin apakah udah di level CMO, COO, CFO atau belum. I don't think so

[Loris @0xLoris]

.@tradexyz order book depth is 50-300% greater than the next best venue (binance) for top equity perps

hypertradexyzliquid

source: https://t.co/S8R2vUOoMv