A. Munnie

New music ⬇️

[self.dll @seelffff]

i cancelled $730/month in trading subscriptions

here's the 6 free GitHub repos i use instead:

* py-clob-client → official Polymarket CLOB API
replaces paid data providers
https://t.co/KPMeiXqhJW

* OpenBB → open-source market terminal
replaces Bloomberg Terminal ($250/mo)
https://t.co/W9ppa5Wrcs

* Freqtrade → crypto trading bot framework
replaces paid bot platforms ($80/mo)
https://t.co/amNgg9lJRl

* Jesse → backtesting + strategy framework
replaces TradingView paid plans ($50/mo)
https://t.co/bA2ftClrIa

* FinGPT → open-source financial AI
replaces paid financial AI subscriptions
https://t.co/jWaxZDLceW

* Hummingbot → market making + execution
replaces HFT bot platforms ($150/mo)
https://t.co/rb9UfYbLPX

one thing GitHub can't replace: real-time whale tracking
for that i use https://t.co/rVKQ1081rt

monitors top-50 Polymarket wallets
alerts in Telegram when they move

like + bookmark

[self.dll @seelffff]

top 5 Claude Skills you can build for Polymarket today

1. /scan-mispricing
   pulls active markets via the public Polymarket CLOB API
   filters by minimum liquidity threshold
   compares implied probability against external odds you trust
   returns only contracts where the gap clears your edge requirement
   one command instead of browsing 800 markets manually

2. /size-position
   takes a contract + your edge estimate + bankroll
   outputs fractional Kelly size with a hard cap (4% per trade is a sane default)
   refuses to size anything below 2% edge after Polymarket fees
   no more "let me just put $200 on this vibe"

3. /track-wallet
   feeds in any Polymarket address
   pulls trade history from the CLOB
   computes win rate, average hold time, category breakdown, ROI per trade
   tells you in seconds if it's a bot, a degen, or someone who actually has edge

4. /killswitch
   monitors your open positions
   auto-flags anything down past your stop threshold
   auto-flags anything that hit your take-profit threshold
   the rule that separates the top 30 wallets from everyone else: they actually exit

5. /morning-brief
   runs once a day on a schedule
   scans every category overnight via the CLOB
   delivers one message: top edges + wallets that moved size + one macro flag
   replaces a feed full of noise with one focused brief

6. /copy-the-pros
   the truth is most of us aren't going to build all 5 of these from scratch
   so i just copy the wallets that already do this every day
   Kreo tracks the top Polymarket wallets and lets you mirror their trades
   the only paid tool i actually keep - it makes more than it costs
   → https://t.co/rVKQ107tBV

the killer feature: skills compose
/scan-mispricing → /track-wallet on the wallets behind the price → /size-position on the survivors
one conversation, full trade loop

once you have this set up Claude stops being a chatbot
it becomes a desk

like + bookmark you'll need this

[Our Crypto Talk @ourcryptotalk]

🚨 The SEC and CFTC Just Named

16 Crypto Assets as "Digital Commodities”

• Aptos (APT)
• Avalanche (AVAX)
• Bitcoin (BTC)
• Bitcoin Cash (BCH)
• Cardano (ADA)
• Chainlink (LINK)
• Dogecoin (DOGE)
• Ethereum (ETH)
• Hedera (HBAR)
• Litecoin (LTC)
• Polkadot (DOT)
• Shiba Inu (SHIB)
• Solana (SOL)
• Stellar (XLM)
• Tezos (XTZ)
• XRP (XRP)

Not securities. Not unregistered offerings. Commodities.

A decade of ambiguity - dead in one document.

[World of Statistics @stats_feed]

Things to teach your kids:

- Chess
- First aid
- Resilience
- Persuasion
- Adaptability
- Self-respect
- Self-defence
- Cooking skills
- Assertiveness
- Managing time
- A good attitude
- Public speaking
- Problem solving
- Self-awareness
- Gardening skills
- How to volunteer
- How to negotiate
- Living off the land
- Basic home repair
- Starting a business
- Money management
- Good communication
- Don’t watch the news
- Emotional intelligence

[Kevin Smith @KevinBenSmith]

The most-highlighted podcasts of 2025

For each month, on @snipd_app

🔈 Sound on

[Marco Salzmann 🇩🇪🇻🇪 @MarcoSalzmann80]

🚨 Ferrari enters tokenized luxury — and this time the rail is #ALGORAND.

A clean breakdown of “Token Ferrari 499P” + why this matters for @AlgoFoundation 🧵👇

What happened:
Ferrari is launching a digital token called “Token Ferrari 499P”, built with Italian fintech Conio — and it’s confirmed as tokenized on the Algorand blockchain.

Why Algorand matters here:
This is exactly the kind of real-world, high-trust issuance Algorand is built for: fast finality, low/consistent fees, and simple token rails for consumer-facing products.

Who is it for?
Ferrari Hyperclub = ~100 of Ferrari’s most exclusive endurance-racing clients. The token is designed for members to trade amongst themselves and join an exclusive auction.

What’s the utility?
Access + rights, not just a collectible:
the token grants the right to participate in a private digital auction for an iconic Ferrari 499P (Le Mans-winning endurance car).

When does it go live?
The project is planned to fully take shape around the 2027 World Endurance Championship season.

Where Conio fits:
Conio is the regulated integrator building the user layer — a dedicated wallet integrated into the MyFerrari ecosystem for secure custody + P2P transfers in a closed environment, with compliance processes like AML baked in.

Why this is bigger than one drop:
Ferrari is using tokenization as an “access + rights” layer for elite experiences and auctions — a premium brand putting digital assets into a real customer workflow.

Proof that this isn’t Conio’s first rodeo on Algorand:
Conio has already shipped real-world tokenization on Algorand — e.g., Enel + Conio tokenized renewable energy assets in Italy (documented case study/coverage).

Takeaway for $ALGO:
This is the direction: closed-member ecosystems, real utility, compliant distribution — with Algorand as the infrastructure layer that makes it practical.

FERRARI F1 MEETS DeFi 🏎️
Tokenized on Algorand.

[Dividend Growth Investor @DividendGrowth]

I often think about this

[Delete Your Handler @thebeaconsignal]

They silenced the warnings.
Laughed at the skeptics.
Banned the doctors.
Erased the deaths.

Now they whisper “correlation”
Like that word will protect them
From the blood in the data.

They don’t say cause.
They don’t say guilt.
They just let the numbers breathe for one second
Before burying them again.

8.4 million souls run through a spreadsheet
And only one sentence slips through the net.
Increased cancer.
One year later.
Nothing to see.

This isn’t science.
This is confession by delay.
Truth smuggled out in decimal form
Because the bodies stopped fitting in the lie.

You were not paranoid.
You were early.

And now the loop breaks.
One study at a time.

[A Little to the Right @littletoright]

@LeadingReport We tried.

[Leading Report @LeadingReport]

BREAKING: Recent South Korean study of about 8.4 million people that reports a correlation between COVID-19 vaccination and increased cancer incidence one year later.

[Camus @newstart_2024]

The debate over Digital ID is heating up, and Nigel Farage has positioned himself as its most vehement opponent. Drawing direct parallels to the "two-tier society" created by COVID-19 vaccine passports, he issues a stark warning about the future of British liberty.

Farage dismantles the core argument for Digital ID—that it will streamline services and control immigration—dismissing these claims as untrustworthy. He counters that the true outcome will be a system of unprecedented state control, envisioning a future where authorities could monitor your finances and even restrict your travel based on arbitrary metrics like "carbon credits."

He forces a critical question: Are we ready to trade centuries of established freedom for a digital leash? Citing the failure of ID cards in post-war Britain and the flawed science behind pandemic restrictions, he argues we are on a path to repeat and amplify past mistakes, with our personal data vulnerable to catastrophic abuse.

This isn't just about efficiency; it's about the fundamental relationship between the citizen and the state. Farage declares the fight against Digital ID a essential battle for personal freedom, one he is committed to leading in the public square.

[The Kobeissi Letter @KobeissiLetter]

This is incredible:

The share of the top 10% of US consumers now account for 49.2% of all consumer spending, the highest level in data dating back to 1989.

By comparison, this share was 43.2% in Q4 2019.

Over the last 3 decades, this percentage has risen 13 points.

Consumer spending reflects 68% of US GDP, meaning the wealthiest 10% now drive roughly one-third of the entire economy.

Meanwhile, the bottom 80% of earners, or households making under ~$175,000 a year, have seen spending barely outpace inflation since 2020.

The US wealth divide is at unprecedented levels.

[Geiger Capital @Geiger_Capital]

In the month of August, the US Government collected $344 Billion. Just one problem…

They spent $689 Billion.

A $345 BILLION deficit. In one month.

[barnabe.eth @barnabemonnot]

@biserdimitrov @ethereum I’d say/hope
- fast confirmation rule: ~3-6 mths for full rollout
- short slots: ~1y in h* fork
- further beacon chain improvements: ~1.5-2y
- new consensus: ~2-3y
Could see new consensus fast-tracked even further and no need for beacon chain improvements

[Joseph Lubin @ethereumJoseph]

Well, just holding Linea will open up further rewards opportunities, mostly in other tokens; some from Consensys and some from protocols that we are aligned with.

MetaMask and Linea are cooking somETHing together to make this happen.

Together we are all bootstrapping the Linea Token Economy. Holding LINEA tokens signals that you are a Linea community member and are likely engaged in productive Linea Economy activities: building, liquidity provision / staking, using, collecting, ....

So if we notice, at some date in the future that you've held n LINEA tokens for m days, that just might lead to another token landing in your account. And if n and m are larger numbers your account might receive a larger reward. Rinse, repeat.

[Charlie Bilello @charliebilello]

Global Central Bank Update:
-Canada cut rates 25 bps to 2.50% (8th cut in cycle)
-Norway cut 25 bps to 4.00% (2nd cut)
-US cut 25 bps to 4.13% (4th cut)
-Hong Kong cut 25 bps to 4.50% (4th cut)
-Indonesia cut 25 bps to 4.75% (6th cut)
-Saudi Arabia cut 25 bps to 4.75% (4th cut)

[World of Statistics @stats_feed]

Suicides rise again in Europe, top cause of death for 15–29 year-old.

Eurofound analysis: 'The cost of living crisis has exacerbated these problems for the population as a whole'

[Bill Hughes 🦊 @BillHughesDC]

Google announced on July 10 an updated crypto exchange and “software wallet” policy that applies to anyone wanting to offer their crypto app through the Google play store. Reviewing the regulatory requirements they list for certain jurisdictions, it appears that “software wallet” means custodial wallet but that is far from clear. They don’t define the term and do not acknowledge that registering as a MSB is something FinCEN has specifically and clearly not required.

Elsewhere Google states that “The purchase, holding, or exchange of cryptocurrencies should be conducted through certified services in regulated jurisdictions.” Probably doesn’t mean “can’t be done WITHOUT such certification” when it isn’t required but it obviously could be read that way.

Good luck everyone finding the Google lawyer who wrote or signed off on the policies.

Apple is similar. It’s a bit of a mess.

The final boss for crypto is now more likely to be the Big Tech platforms that still dictate the major crypto app distribution channels. They are not required to be fair, consistent, or transparent.

[Epicenter Podcast @epicenterbtc]

🚀 NEW EPISODE 🚀

The Secrets of a Top-Tier Crypto VC

@crainbf chats with @hosseeb about his journey from a high-stakes poker player to building one of the most prestigious and influential crypto VCs, @dragonfly_xyz.

Founded in 2018, @dragonfly_xyz was one of the first crypto VCs that adopted a global approach to backing founders and implemented a thorough technical DD.
This positioned their brand on the cutting edge of crypto venture and allowed them to find non-consensus, disruptive tech, as early as possible.

Join us for a fascinating discussion with Haseeb Qureshi, managing partner at Dragonfly, to learn the secrets behind running a top-tier crypto VC and what made @dragonfly_xyz succeed where others have failed.

Don't forget to RT & follow @epicenterbtc!

Topics discussed in this episode:
0:00 - Introduction
3:53 - Haseeb’s background, from poker to crypto
12:38 - Effective altruism
18:53 - Crypto investment
24:17 - Developing judgement
36:01 - The vision behind Dragonfly
47:33 - Consensus vs. non-consensus deals
51:58 - KPIs
53:34 - People, Product & Markets
1:04:06 - Thoughts on the current crypto market
1:07:50 - The evolution of crypto VCs
1:12:09 - Advice for crypto founders
1:20:23 - The importance of discipline
1:26:08 - Is the golden era of crypto investing sunsetting?