funemployed at home and curious about (@Lighter_xyz ) LLP's performance so I did up a lil something to visualise how it has been doing (monthly, daily, etc.) ππ»ππ»
https://t.co/JbMvy7AGI5
am still figuring out how to gauge the APR more accurately as I only have access to the daily returns since inception and am not very sure how they calculate the APR on the official pool page.
any other feedback would be nice,,, just playing around for now and testing out new things :)
Hyperliquid (Tradexyz) traders predicted the exact opening price of SpaceX.
The Hyperliquid SpaceX perp was trading at 171 just 1 minute before they announced the starting price of $171 per share.
https://t.co/qnBciEGvHf
there is real exploitable edge on polymarket
and no it isnt in any of those polymarket slop X posts/articles/threads
will probably do a good breakdown when it eventually stops being so profitable
π£ Launching today: @Kalshi and @Polymarket data, unified on Dune β for macro and equity research.
How this dataset is different:
β Hourly candles β not daily snapshots. Kalshi back to June 2021, Polymarket back to November 2022.
β One schema across Polymarket and Kalshi β not five integrations to maintain.
β Per-fill trades on both venues. Polymarket fills traceable onchain to the wallet.
Access via SQL on Dune, Datashare into Snowflake, BigQuery, or Databricks, or MCP.
Explore the data collection: https://t.co/YkpvYOalpU
Had a Jane Street interview in 2014
Round 7. Interviewer says 'meet me at Washington Square Park, southwest corner, 2 PM.'
I show up. He's playing chess with a guy who's clearly hustling tourists. Interviewer's losing badly.
Without looking up he says, 'Take my position.'
I sit down. The chess hustler looks at me and grins. 'Your boy owes me $40. You covering his position?'
I look at the interviewer. He nods.
'Assume the debt,' he says. 'Now optimize.'
I study the board. I'm down a queen and two rooks. Completely hopeless.
'This position is unwinnable,' I say.
'Correct. Now make it profitable.'
'What?'
The chess hustler is getting impatient. 'You playing or what, kid?'
The interviewer slides me a $20. 'Market make this game.'
I'm confused. 'How do I market make chess?'
'Bid-ask on the number of moves until checkmate. Hustler takes the under, you take the over. Spread is your edge.'
I look at the position again. Maybe 8 moves max until I'm mated.
'I bid 12 moves, offer 15,' I announce.
The hustler laughs. 'I'll take the under on 12 all day.'
'Done,' says the interviewer. 'You're now short volatility on a deterministic outcome.'
Three moves later I'm checkmated. I owe the hustler $40 plus my $20 bet.
'How confident were you in that 12-move bid?' the interviewer asks.
'0.95,' I say, because that's what you always say.
'0.95 huh?' He chuckles. 'You just sold insurance on the Titanic.'
He stands up. 'The real trade was shorting your confidence and going long on the hustler's experience. You missed the obvious hedge: offering chess lessons to tourists at $25/hour while the game played out.'
'But I don't know how to play chess well enough to teach.'
'Exactly. That's called selling vol you don't have. Very Jane Street.'
Offer rescinded. Reason: 'Failed to recognize that the park itself was the market and the pigeons were the only rational actors.'"
definitely not crazy new tech but am surprised it has not been done earlier industry-wide
this is moat for a "stablecoin/payments" chain
https://t.co/qbKn1a3pAx