Leigh Drogen

GP/CIO @StarkillerCap a quant driven digital assets investment firm, Founder @Estimize (acq), even I don’t agree today with everything I’ve tweeted

[Leigh Drogen @LDrogen]

Do people really not know Saylor can just end STRC dividends whenever he wants and fuck STRC holders

Who do you think he'd rather fuck,the MSTR holders by selling BTC in a doom loop or the ponzi scheme buyers

Can't believe you people fell for this

(I can absolutely believe it)

[Leigh Drogen @LDrogen]

@floki_web3 tokens with an actual business behind them that accrues value to to the token in a direct way

Maybe a SOV or two, but that seems dubious right now

[Leigh Drogen @LDrogen]

I've always believed that the crypto casino was the boot program for bringing all real world assets on chain

But it might also be the case that the vast majority of our crypto native tokens we used in that boot program, even the non shitcoin ones, are worthless

[Leigh Drogen @LDrogen]

I'm not sure you want to "stress test" your ponzi scheme, that usually doesn't go well

[VIKTOR @thedefivillain]

Paradoxically, one should want to see $STRC have regular drawdowns (of at least 5%) to stress test the system, as well as stress test the DeFi wrappers

That's btw one of the things I don't really like about the design of STRC: theoretically, it's a better product with lower volatility, but the longer it trades at very low vol, and the higher the risk of a "larger" crash on the first signs of panic...

So you want to find an equilibrium where it generally trades close to par, but regularly has deeper (but limited) drawdowns. Does such an equilibrium even exist though

[Leigh Drogen @LDrogen]

Ok that’s a legit funny line because it’s true

[Vera Bergengruen @VeraMBergen]

Reporter: "How do you define ceasefire?"

Trump: “In that part of the world, ceasefire is when you’re shooting in a more moderate manner”

[Leigh Drogen @LDrogen]

OMFG 🤦‍♂️🤦‍♂️🤦‍♂️🤦‍♂️🤦‍♂️🤦‍♂️

[zoomer @zoomerfied]

[ ZOOMER ]

BITMINE FILES FOR PREFERRED STOCK OFFERING OFFERING A YIELD OF 9.5%: FILING

[Leigh Drogen @LDrogen]

What?

Maybe the traditional franchises should evolve for the 21st century like these teams have instead of hiring brain damaged good old hockey boys to run their teams

[alex brasky @alexbrasky]

The NHL completely ruined the league with expansion teams

Hurricanes and Golden Knights: two teams whose history began in 1997 and 2017 have made 6 Stanley Cup Finals with 2 wins between them and another coming this year

The league has failed its traditional franchises

[Leigh Drogen @LDrogen]

Did none of you seriously take 10 minutes and try to explain where the underlying yield comes from in Saylor’s ponzi?

[Sindermann @0xSindermann]

Regarding apxUSD, I think in situations like these, it's less about the objective backing and more about timing/sentiment.

It doesn't matter if the "stable" is technically overcollateralised; if you are sitting in a PT-apyUSD market on Morpho, leveraged up to the tits and paying 25% on your borrows, you aren't too inclined to wait and find out, just because the dashboard on the internet tells you it's all fine.

There are many others like you with tens of millions in this cool new revolutionary, totally safe, stable asset, but there is now only $10M left in the Curve LP and even though you are 300% certain in Saylor's ability to pull through and cook all the haters, in a couple of days, all the yield you've been earning for the past two months will be wiped out, even if the depeg reverts.

So you withdraw and sell.

[Leigh Drogen @LDrogen]

It’s not the sexting scandal, it’s that they might be finding out he’s a downwardly mobile rich kid who faked a working class narrative after getting a Nazi tattoo and saying a whole bunch of crazy shit online leading to being a DSA tankie

[Ryan James Girdusky @RyanGirdusky]

Graham Platner leads Susan Collins by 4 points in an internal...

Independent polls had him up 9 points before the sexting scandal.

Big drop in support.

If you think people don't care about character... you're wrong.

[Leigh Drogen @LDrogen]

@cmsholdings @0x_Abdul And for good reason….

[Leigh Drogen @LDrogen]

Shows how uneducated this generation is

[Kevin Gordon @KevRGordon]

Per a March-April Harvard Youth Poll, Americans between 18 and 29 years old said rising prices and inflation ranked as both as the top crisis requiring action and issue posing the largest risk to their personal lives

[Steve McGuire @sfmcguire79]

UChicago President on AI:

“The University has a duty of care to ensure that the education offered to you is responsive to these technological developments by teaching you how to think with machines, how to think without them, and how to think about them.”

Sounds right to me.

[Leigh Drogen @LDrogen]

Dems about to throw themselves off an islamo-leftist cliff

[InteractivePolls @IAPolls2022]

📊 Michigan Senate Democratic Primary (Abdul El-Sayed internal)

🟦 Abdul El-Sayed: 34%
🟦 Haley Stevens: 31%
🟦 Mallory McMorrow: 19%
——
Net Favs
El-Sayed: (+44)
Stevens: (+32)
McMorrow: (+27)

Lake Research | 5/26-28 | 600 LV
https://t.co/1dRFDw7FME

[Garry Tan @garrytan]

Model routing is an important thing

Controversial idea: the frontier labs will want their AI harness to be the moat, but ultimately the best case for consumers is that model capabilities flatten and commodify

Preview of the AI Harness Wars of 2027

[Leigh Drogen @LDrogen]

Been waiting for something like this that actually works

[Factory @FactoryAI]

Introducing model routing to Factory.

Factory Router picks the right model for every task, automatically.

Maintain frontier performance while cutting costs by 25%.

[Leigh Drogen @LDrogen]

Dude, just take the L and go back to 1-8, no one is buying this garbage, so few of these series were even close

[NHL News @PuckReportNHL]

Gary Bettman on the current playoff format: “Statistically: Closer games, more games, more competitive games, and more entertaining games.”

[DonAlt @DonAlt]

Why is crypto not going up while everything is?

Because a large majority of you cunts spent the last cycle promoting garbage negative sum meme coins to newcomers
Now those people hate crypto and your meme coin is worth zero regardless while some scamming cunt drives a new lambo

[Leigh Drogen @LDrogen]

This is what happens when you hire real people to be the GM of your hockey team instead of just good old boy hockey players

Hockey is one of the last sports to evolve in terms of who gets to run teams and how they run them

[Trung Phan @TrungTPhan]

Interesting storyline for NHL Finals: Carolina Hurricanes GM Eric Tulsky has a PhD in Chemistry from Berkeley.

Before joining them in 2014, he was offered a job with Apple to work on battery tech (but turned it down).

Started in the analytics department and since hired neuroscientists and mechanical engineers for the NHL team.

The Athletic profile has this anecdote:

➡️ “In 2021, Tulsky was the Carolina Hurricanes assistant GM and had built a small analytics department in the organization, with a web developer, a data engineer and a neuroscientist helping him lead the team’s push into new frontiers for the sport.

But because of what he saw in the tracking data, Tulsky believed his next addition needed to be someone who was working on autonomous vehicles — perhaps “a robot submarine,” he says now — and had an advanced mechanical engineering background.

“I knew that that was the kind of problem that put people thinking about the kinds of data that we had and the kinds of problems we faced,” Tulsky explained.

It goes without saying that there aren’t many robot submarine engineers working in NHL front offices. So Tulsky began a deep search through universities’ mechanical engineering departments.

He would scour the faculty listing and professors’ research interests to see if they might align with what he was looking for, then reach out to learn more about their work. He started with the top schools in Canada, reasoning that there was a greater chance he would find someone interested in working on a hockey problem.

And that was how an NHL team came to fund the PhD research of a young engineering student named Jonathan Arsenault at McGill University in Montreal.

His thesis, the first to be backed by a professional hockey team? “Quantitative Analysis of Hockey Using Spatiotemporal Tracking Data.” ⬅️

***

NYT/The Athletic: https://t.co/EgO3Qoo6Wq

[Leigh Drogen @LDrogen]

Progressive education policy might be one of the worst failures of public policy ever

[Josh Kraushaar @JoshKraushaar]

“At UC San Diego, the number of freshmen failing to meet high-school math standards grew nearly 30-fold between 2020 and 2025. By fall 2025, 1 of 12 entering students was placed into remedial math to learn material taught in elementary and middle school” https://t.co/4EWHnALJVM

[Leigh Drogen @LDrogen]

This is the prompt for a horror movie

[Open Source Intel @Osint613]

Freedom Cruise International has unveiled plans for a $16 billion floating city designed to house 80,000 people.

The mile long, nuclear powered vessel would feature schools, parks, museums, a 15,000 seat stadium, and permanent residences while continuously sailing international waters.