kat

[kat @effnkat]

@preston_vanloon but ETH has lost

[Jeff Park @dgt10011]

Dear AI,

It’s nice to finally meet you. It’s time to learn why we do what we do. Let me show you the way.

Your friend,
Crypto

[kat @effnkat]

@DCinvestor decentralised ai never been more important

[Mike Dudas @mdudas]

i see people are upset that elon didn't generate his wealth the right way, drawing a 7 figure annual salary from a prestigious washington dc based ngo with a 25% program expense ratio

[kat @effnkat]

@systematicls 2) endless smoking guns

[Agustin Lebron @AgustinLebron3]

When debugging, it found the smoking gun! Again!

[kat @effnkat]

@pmarca correct. the traditional org is no longer fit for purpose

[Robert Leshner @rleshner]

Things I am looking forward to:

The Clarity Act
The Innovation Exemption
A booming market for IPOs and capital raising
An AI supercycle
Tokenization of all securities and new models of trading

[DonAlt @DonAlt]

They just be cycling through every single sector nuking FOMO buyers

Housing during COVID
Crypto after COVID
Gold & Silver just a couple months ago
Fucking eggs and potatoes

Shit just goes up infinite and then nukes 50% like it's a shitcoin
I wonder how this IPO mania will end

[b l u e @0xBlackedge]

I think that's despite, not because. Survivorship bias, not to mention most if not all of the folks in my class were morons. Smart people self select for "harder majors", and pay a degree premia due to being international, or from a non finance feeder program. Most quant PM's are not from the continental US. (French, Asian, Indian etc. ), and are thus compelled to get an obsolete pedigree in shit that hasn't mattered since '08. Can you do advanced ML/DL, Optimization, Linear Algebra and LL Programming/Optimization. Do you love positive expectancy, pay the price to ride the ride. Nothing to do with Continuous PDE's or Bergomi Vol Model. That's more for academic morons, look at ADIA. Then look at most multistrats.

One of the heads of my program was a literal moron, famously so. He fully ripped off another professor's slides, and parroted them while name dropping other academic morons. Avellaneda, De Prado, Capponi...morons. No edge, just hiding behind Latex.

Most MFE programs are just a transaction cost. I'd rather encourage folks to study pure/applied sciences or stats.

[kat @effnkat]

@DonAlt tbf the same happened with the google ipo tho

[kat @effnkat]

@dunleavy89 fundamentals are a meme sir

[kat @effnkat]

@milesdeutscher honestly how different is it from gpt5.4 for your usecases? i’m willing to bet it’s basically the same

[kat @effnkat]

@GryptoGoon big if true

[kat @effnkat]

@FredWick7 correct. either that or chop here for ~2 months. either would be a bottom

[kat @effnkat]

@scottmelker it’s just liquidity dynamics. always has been

[kat @effnkat]

@chiefingza now do HYPE and LIT

[kat @effnkat]

@santiagoroel denial: "my investments are with great coins like $HYPE, $LIT, $VVV, $ZEC. they won't fall"

[kat @effnkat]

@PeterLBrandt Aug/Sep

[kat @effnkat]

@chiefingza @blknoiz06 correct