silverhair

"Now is the winter of our discontent Made glorious summer by this sun of York;" - Richard III

[silverhair @WintrOfDiscntnt]

1/x. Time for a mega-thread about portfolio allocation. Inspired by @TedTalksMacro’s detailed thread on “risk on, risk off” days before the flash crash. That piece saved people a lot of money. Today we're going to look at TradFi portfolio construction and apply to crypto.

[Andrew Côté @Andercot]

Superconducting magnet engineer chiming in.

This result could be very big news, and overnight revolutionize all of electronics and energy. It might not.

Here's a mental model for the non-expert to understand what's going on.

RTAPS: The good, the bad, and the ugly: 🧵

[Prakash @8teAPi]

What a drama

Lee and Kim has been disciples Korea University Dept of Chemistry head TS Chair.

TS Chair comes up with a one-dimensional room temperature superconductor (SC) theory and publishes in 1994.

Lee, the theoretician, takes up the mantle, publishes his Masters thesis on “Explanation of Superconductivity by the ISB Theory” in 1995.

Meets Kim 1996. Kim is the experimental chemist and synthesis specialist. Lee and Kim discover a trace of the SC material in 1999.

Lee finished his PhD in 2004, after a 9 year slog with the thesis “Theoretical Proposal and Synthesis of New Polymer Superconductors”. Kim graduates with his PhD in the same year (maybe same PhD shared between the two?)

Both need to make money. Kim joins a battery materials company. Lee becomes a adjunct professor. Neither publishes at all.

4 years later, in 2008, Lee sets up Qcenter, which works on superconductivity while also doing consulting work for the big chaebols. Kim splits his time between the battery materials firm and Qcenter.

Somewhere along the way, TS Chair passes, and his dying wish is that the students find the room temperature superconductor and prove his theory.

In 2017, they start work on the final ramp. They have enough results to raise money. They go scrounge for dollars. I don’t think they get funded well. They get funding from some SME type industrial businesses, one in skincare and the other in auto parts.

YH Kwon, a physics professor, joins in early 2018 joins the team as CTO but continues to hold his university appointment.

By 2019 they’ve confirmed it’s a room temp SC and file a Korean patent for “production of low resistance ceramic compound”.

2020 Covid hits, and the team goes into monk mode. They finally isolate the SC, obtain its crystal and analyze its structure.

They make a Nature submission and get rejected because of the Ranga Dias controversy. They’re asked to publish locally and get it peer reviewed. They bring onboard HT Kim from the US at this point (guessing on timeline).

2021 - they print another patent => mfg superconducting material at normal temp and pressures. They start work on chemical vapor deposition and are successful. They file an additional patent

CVD is how you add this to our current manufacturing stacks.

YK Kwon takes a sabbatical and goes off to Seoul National University at in Sept. Was he still part of the team after this ?
Kim later posts an anti-physicist rant on LinkedIn.

March 2023 - international patent filed.

At the same time, Ranga Dias story comes out. JH Kim posts a comment to the story on LinkedIn “A retracted paper and an article in controversy immediately upon publication. It’s bittersweet. I really hope it’s findings are true”.

In the 6 author paper, they very carefully lay out which of the authors did what planning, coding etc and what share of credit they deserve (equal, lead, support etc)

It’s replicate or bust. They know no one will believe them otherwise.

[silverhair @WintrOfDiscntnt]

@MausIncognito Enjoy the Antarctic trip. Amazing experience. 👊

[silverhair @WintrOfDiscntnt]

@MausIncognito Guilty. But somehow not banned.

[silverhair @WintrOfDiscntnt]

@CryptoBoole @MausIncognito See the full thread with way more examples.

[silverhair @WintrOfDiscntnt]

@CryptoBoole @MausIncognito https://t.co/PF1SjZxHLq

[memo akten @memoakten]

I don't wanna be known as the tiktok filter guy, but ICYMI after attacking GenX w teenage filter, tiktok just dropped a new filter to take out Millennials & GenZ. "Beauty filters" are not new, but the precision on this is beyond uncanny. This is psychological warfare & pure evil.

[Defi_Mochi @defi_mochi]

To make outsized 100x godlike returns 📈 you need to spot narratives before they appear on CT, you need godlike alpha.

Here's one tool NO ONE is talking about 😯 to give you that edge 🤯 to spot narratives and tokens WAY before they blow-up! Psssst it's entirely FREE!

👇
0/5

[silverhair @WintrOfDiscntnt]

@Calvinn_Hobbes Google

[silverhair @WintrOfDiscntnt]

@MausIncognito Fuck yeah

[Sergio Gallardo @sgallardo_9]

I think being organised in crypto is super important if you want to be more efficient.

I want to share how I organise the bookmarks in my browser and the main tools I use to do my research and keep up with the markets.

🧵

[silverhair @WintrOfDiscntnt]

@AlpacaAurelius Randomised clinical trial showing superiority vs placebo in patients with MDD or it didn’t happen.

[silverhair @WintrOfDiscntnt]

@CryptoBoole Ok boomer

[Ignas @DefiIgnas]

1/ How to get rich in crypto without getting lucky.

[silverhair @WintrOfDiscntnt]

@MausIncognito Congrats CV. Lucky lady. :)

[PyQuant News 🐍 @pyquantnews]

12 Python libraries for free market data everyone should know:

[silverhair @WintrOfDiscntnt]

@TraderSkew Except for the TS OG NFTs that you are currently shilling. Right? Right?

[silverhair @WintrOfDiscntnt]

@MausIncognito I seek your approval

[Edgy - The DeFi Edge 🗡️ @thedefiedge]

The 10 must-have Crypto research tools I use every day:

(most are free)

[LilMoonLambo @LilMoonLambo]

This teacher will forever be known as Stephanie Curry