Joy (turn back the clock to 2021 & defi summer)

Obsessed about DeFi

[Daan Crypto Trades @DaanCrypto]

$BTC Liquidity/Liquidation levels to watch:

Below, $74.8K & $75.5K got a few decent clusters.

Above, the entire $78K-$80K is pretty filled due to the slow grind down before. Another big area sits at $82K.

[𝗰𝘆𝗰𝗹𝗼𝗽 @nobrainflip]

This is Leopold Aschenbrenner.

He turned $220M into $13.67B in 15 months. 62x.

All by trading AI stocks as ex-OpenAI employee.

Today his Q1 13F dropped - SEC filing of every position he holds.

Here's the book of the most profitable AI trader alive 🧵👇

[CyrilXBT @cyrilXBT]

ANTHROPIC JUST DROPPED 13 FREE CLAUDE CERTIFICATIONS AND ALMOST NOBODY IS TALKING ABOUT IT.

Not a YouTube playlist.

Not a third-party course.

Official certifications from the team that built Claude.

Free. Forever.

Here is the full list with links:

START HERE

01. Claude 101 — Learn Claude for everyday work
https://t.co/7y3hN0bL8Q

02. AI Fluency: Frameworks and Foundations
https://t.co/juausxFh7O

03. Introduction to Agent Skills
https://t.co/11ZlK1OaVC

FOR DEVELOPERS

04. Building with the Claude API
https://t.co/aJAciAEw3y

05. Claude Code in Action
https://t.co/c0norD7CU0

06. Intro to Model Context Protocol
https://t.co/iywBhaZn8Z

07. MCP Advanced Topics
https://t.co/y2XQ1snBl9

FOR EDUCATION AND NONPROFITS

08. AI Fluency for Students
09. AI Fluency for Educators
10. Teaching AI Fluency
11. AI Fluency for Nonprofits

FOR ENTERPRISE

12. Claude with Amazon Bedrock
13. Claude with Google Cloud Vertex AI

13 courses. 6 skill levels. 5 audiences. 100% free forever.

The engineers getting hired at $150,000 to $300,000 to work with Claude at the highest level are learning exactly this material.

Anthropic's team just made it available to everyone.

Pro tip: Start with Claude 101 then go straight to Claude Code in Action. That is the fastest path from beginner to builder.

Bookmark this before you pay for another AI course.

Follow @cyrilXBT for every Anthropic resource that compounds your skills the moment it drops.

[Ihtesham Ali @ihtesham2005]

RIP Bloomberg Terminal.

Someone just open-sourced a desktop app that does most of what a $24,000-a-year Bloomberg seat does, and it runs on Windows, macOS, and Linux.

Fincept Terminal ships with:

→ Full CFA Level 1, 2, 3 analytics implemented in Python
→ 20+ investor AI agents (Buffett, Dalio, Graham, Soros, Lynch, Klarman)
→ Hedge fund presets: Bridgewater All-Weather, Citadel multi-strat, Renaissance stat models
→ 100+ data connectors including Polygon, Kraken, DBnomics (100M+ series), World Bank, IMF, OECD
→ Visual node editor to wire data sources to Python agents to MCP tools
→ 3D globe with live AIS ship tracking, aircraft paths, and satellite orbits
→ Local LLM support so your positions never leave your machine

2.6K stars. AGPL-3.0. 100% Opensource.

https://t.co/2D2lqijhY5

[CoinDesk @CoinDesk]

LATEST: $BTC funding rates have hit their most negative levels since 2023, per @Glassnode.

Historically, deeply negative funding rates have coincided with local bottoms, including March 2020, mid-2021 and the FTX collapse in 2022.

[Hanako @hanakoxbt]

a Citadel intern told me something at a party he probably shouldn't have

it was on a rooftop in brooklyn. i mentioned i trade prediction markets. he got quiet for a second.

"we have a model for that. it scores every contract on four factors. when all four align we enter. when any breaks we exit. that's it"

i asked what the four factors are.

he looked around. then said it fast like he was confessing.

"cross-market divergence. disposition coefficient. capital velocity. pair network correlation"

I didn't know what half of that meant. but i memorized it.

went home. 11pm. opened Claude.

"here are four scoring factors from a quant fund. build a terminal that runs all four on prediction markets"

Claude asked one question: "Where's the data?"

I sent him one repo: https://t.co/bDfn7TyVhG

86 million trades. every wallet. every entry. every outcome

three weeks later i'm sitting in my apartment watching a screen i barely understand print money.

the disposition meter alone changed everything. it measures how you exit - not how you enter.

top wallets capture 86% of winner value and cut losers at 12%.

everyone else captures 58% and holds losers to 41%.

same exact entries. the exits make it a completely different game.

capital velocity: 49x. every dollar gets recycled 49 times before the average trader recycles once.

the terminal found 42 pair correlations across 11 markets. when MSFT beats Q3 is priced at 80c but the model reads 93% - it enters. when the gap closes 2 hours later - it exits.

no opinions. no news. just four numbers that either align or don't.

his fund runs this with a floor of PhDs and $800M AUM.

my setup:
> Claude - $20/month
> VPS - $5/month
> poly_data repo - free
> Polymarket API - free

$25/month. no team. no office. no Bloomberg.

280 trades so far. 70% win rate. $800 seed.

four bots splitting the work:
pulse_alpha +$299.
arb_hunter +$558.
trend_rider +$337.
cal_engine +$719.

+$11,514 total.

copytrade here: https://t.co/PTZuvewZE6

he texted me last week.

"delete everything i told you"

too late.

[illiquidity providooooor @skyquake_1]

https://t.co/hOBuBMfazW

[CyrilXBT @cyrilXBT]

INSTEAD OF WATCHING NETFLIX TONIGHT.
Spend 1 hour with this.

Claude AI FULL COURSE that teaches you how to BUILD and AUTOMATE anything.

The people who watch this tonight will wake up tomorrow with a skill that most people will not have in 2 years.

The people who skip it will still be watching Netflix next year wondering why nothing in their life has changed.

Your call.

[Merlijn The Trader @MerlijnTrader]

MASSIVE:

🇺🇸 The CLARITY Act is done. Lummis confirmed it.

Text dropping next week.
DeFi protected. Stablecoin yield unlocked. Institutional barriers gone.

Years of regulatory uncertainty.
Ended. Next week.

The countdown is no longer months.
It's days.

[Matt Shumer @mattshumer_]

https://t.co/ivXRKXJvQg

[Joy (turn back the clock to 2021 & defi summer) @_Joytay]

@Aster_DEX Just burn them already why keep airdrop & drive price dump @Leonard_Aster

[Nansen 🧭 @nansen_ai]

7/ Narrative Flywheel

- Yield-bearing collateral
- Multi-chain infra
- Meme-fueled drama (“Machi Mode”)

ASTER isn’t just a token, it’s becoming a character

[Joy (turn back the clock to 2021 & defi summer) @_Joytay]

@trader1sz @tradingview Yes please

[The White Whale @WhiteWhaleLabs]

A Difficult Personal Decision

I’ve made the personal decision to step away from trading on HyperLiquid. And I want to stress that word - personal (and difficult). I’m not asking anyone to follow me. I’m simply acting in alignment with where my values have moved.

Most of you have watched my thinking evolve over time. That’s what we’re supposed to do as human beings: evolve, refine, shed old frameworks, and build better ones.

And look - I know you’re not supposed to develop an emotional attachment to a protocol, but HyperLiquid was different for me. Jeff built something the market desperately needed. He dragged structural fairness into the spotlight and paved the way for a better conversation. He and the HL team deserve their chapter in crypto’s history books. I personally hope they continue to write new ones.

But if you’ve followed me for any length of time, you also know I’m an idealist - maybe to a fault - and I can’t turn off the portion of my brain that not only can see things as they currently are but continues to believe in what they should be.

10/10 ripped the mask off the industry for the new folks. Or for those who’ve been around long enough, it simply reminded us how fragile and easily manipulated this ecosystem still is. The fact that one centralized exchange can trigger a global liquidation cascade and force temporary price dislocations across every protocol? That’s not a “black swan.” That’s a design flaw.

Here’s a short recap:

Binance relied on its own oracle - which depegged a stablecoin.

That started a smaller, but manageable, liquidation chain.

The real chaos began when their API mysteriously went offline.

Market makers, who operate largely delta-neutral, suddenly couldn’t hedge on their primary venue.

With hedging impossible, they pulled quotes across CEXs and DEXs.

With no liquidity present, price falls off a cliff.

And across the industry?
Victory laps.

“Zero bad debt!”
“Liquidations processed flawlessly!”

Great. The protocol didn’t die.
But users did.

Protecting the protocol IS important - obviously.
But it is not the same thing as protecting traders.

If we want broader adoption, if we want legitimacy, if we want crypto to grow without getting handcuffed by regulators, we have to start building real consumer protection into our systems.

TradFi has circuit breakers, obligations for MMs, structural guardrails. Crypto has...hope. And an instruction manual that says, “Good luck out there!”

So why am I leaving HyperLiquid?

Because I choose to back teams who are actively trying to solve these design flaws, not merely observe them.

I’ve spoken with Jeff and another member of the Core 11. They don’t appear to see this as part of the roadmap right now. That’s their choice and I respect it.

And to be clear - nobody has a perfect fix. There is no silver bullet. What matters to me is who’s walking toward solutions rather than ignoring the problem.

We lost people on 10/10.
Real lives were ended.
Real families were destroyed.
Over...a design flaw allowing one entity to control the world?

Crypto doesn’t get to just sweep that under the rug.

So the question becomes:

Who’s actually building protections that might prevent the next Binance-induced disaster?

On Solana, I’ve only found one.

Drift’s liquidation protection isn’t magic. It’s not flawless. But it exists - and more importantly, it worked.

It checks:

“Is the oracle price diverging by more than 50% from the 5-minute TWAP?”

If yes it simply puts a temporary halt on liquidations.

That single line of logic saved a lot of people. Scam wicks get filtered. The insurance fund catches the edge cases. It’s not some grand philosophical overhaul - it’s simply a meaningful step toward sanity.

I’m not as brilliant as Jeff. I don’t pretend to know the best way to solve this at scale. But I am a customer - and customers vote with their dollars.

The industry keeps repeating, “Protecting the protocol is protecting the trader.”

But that’s not the full picture.

A car isn’t complete without a driver. Both are equally important to the beautiful symbiosis that exists.

This is a heartbreaking post to write.
This isn’t a Drift advertisement.

It feels more like a gut-wrenching breakup with a first love - not because the love disappeared, but because you finally recognize that you’re growing in different directions.

HL will always be a part of my story. It’ll stay on my shortlist whenever people ask where to trade. But it’s time for me to move forward - toward my values, toward my ideals - and to say to Jeff and the team, with real appreciation: we’ll always have Paris.

🫡 From the depths —
The White Whale 🐋

[Joy (turn back the clock to 2021 & defi summer) @_Joytay]

@Leonard_Aster Burn them ALL, not allocate to airdrop seriously you are doing it wrong

[Joy (turn back the clock to 2021 & defi summer) @_Joytay]

@Aster_DEX You should improve your burn tokenomics - make it less inflationary. Reward $aster holder not your traders @Leonard_Aster

[Joy (turn back the clock to 2021 & defi summer) @_Joytay]

@TheBlock__ @Leonard_Aster @imyoungsparks @Aster_DEX @BNBCHAIN Usual pump & dump you’re a piece of shit 💩 @Leonard_Aster

[Joy (turn back the clock to 2021 & defi summer) @_Joytay]

@Aster_DEX Never seen a shitty buyback & no burn. Team just keep ignoring @Leonard_Aster keep dumping you guys are max extractors wth

[Joy (turn back the clock to 2021 & defi summer) @_Joytay]

@shilllin Dumpster @Leonard_Aster your team sucks

[Joy (turn back the clock to 2021 & defi summer) @_Joytay]

@shilllin Just keep dumping despite your buyback