Pablo

product at @fence_finance | ex-student at @Columbia_biz (kind of dropped out) | Gallego de cuna

[Pablo @pablocebral]

@menektoni engagement farming? you dont watch ⚽️

[Fence @fence_finance]

Today we announced Fence’s $20M Series A, led by @GalaxyHQ and joined by @paraficapital & @crane_vc

We’re using it to rebuild the operating infrastructure for asset-backed finance: the systems that verify assets, enforce facility rules, calculate obligations, and move capital.

[Pablo @pablocebral]

@trq212 thx for sharing!
at https://t.co/YyryvkdJhW we built on this pattern but hit a gap: PreToolUse → Skill only fires for model-invoked skills

when a user commands directly it bypasses the Skill tool and the hook never fires. any plans for a native skill invocation hook event?

[Pablo @pablocebral]

@jeffpoulton @bcherny @ashutosh_270497 @claudeai please!!

[Pablo @pablocebral]

@menektoni @MrtnzAlvrz espero que no estés hablando así de Mr. Wambsgans

[Pablo @pablocebral]

no posteo mucho pero lo de la calidad de la red wifi "Browse and stream" de @Iberia es para no quedarse callado...

"and stream" a <2Mbps? de verdad?

[Grant Lannin @retirementkeys]

If you’re a smart guy you sadly have no other choice than to find a smart woman or you will just go clinically insane

[Patrick Collins @PatrickAlphaC]

Bonus 11. When you start to get depressed, ask yourself, "When did I work out last?"

When you don't feel like working out, the cure is to "just work out."
Tell yourself, "I will just show up," set the expectations low, get a good sweat, and the endorphins will 10x your mood.

[Pablo @pablocebral]

100% agree – challenge comes down to figuring out the E[x,y,z, …] functions

[Santiago R Santos @santiagoroel]

Think of risk in terms of units

You need [x] units of risk to get [y] payoff

How do you come up with x and y? Great question. There are different ways to calculate this.

The easiest is on a relative basis between two investments.

The relationship between x and y determines the asymmetry of the payoff.

Two potential investment examples:

Investment A requires you to risk 5 units to gain 10 (10/5 = 2)

Investment B requires you to risk 2 units to gain 5 (5/2 = 2.5)

Investment C requires you to risk 1 unit to gain 2 (2/1 = 2)

So which is better?

- most prefer A to B as the max payoff is higher but fail to see the expected value of B is higher

- C is the same as A but requires you to risk much less and should be preferred especially when you think about the total number of risk units you have in your portfolio. A may be better ultimately if your estimate of risk units is off but that’s an error of outcome not so much process

- when collectively the market prefers A over B, it means market is more risk-seeking and that creates bubbles. Low interest rates will do that. Study the past 15 years

- doing this analysis requires you to think in probabilities and expected payoffs

- there are market conditions when you need to risk more units to get the same payoff. A lot of that is macro driven and I think developing a framework to assess that is essential

It comes down to this basic question:

are you willing to go further out in the risk curve to get a marginally higher payoff but the downside is exponentially higher?

Today that may be the difference between at 8% and 15% return (and what is required to get there) or the difference between a crypto major and an alt coin

Focus on risk units

[Nick O'Brien @NickLovesSpain]

Today, Spain celebrates the region of Galicia.

One of the most soulful & enchanting pockets of the world.

It’s hard to do a place like this justice, but here’s my best shot:

(a 🧵)

[gnarski @lilgnar]

happy men’s mental health month ; truth is nobody really cares gang just stay locked in

[Pablo @pablocebral]

Lo de que todo es relativo es una barbaridad; después de 4 meses en NY me dan ganas de chupar las barandillas del @metro_madrid , qué gustazo

[Pablo @pablocebral]

Nada como el sentimiento de vacío al terminar una gran película.

[Pablo @pablocebral]

@ifernandezsa Quedaos en España que aquí no se os pierde nada 🫡

[Pablo @pablocebral]

Probably nothing \_/
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[BSCN @BSCNews]

🚨BREAKING: @Coinbase launches new feature allowing users to send #crypto via WhatsApp, Instagram, and TikTok.

#Coinbase #CryptoRegulation

[Pablo @pablocebral]

No 🧢

[Coinbase 🛡️ @coinbase]

⏪️ Accept that it will always be this way.
⏩️ Build something better.
#UpdateTheSystem

[Coinbase 🛡️ @coinbase]

⏪️ Accept that it will always be this way.
⏩️ Build something better.
#UpdateTheSystem

[Pablo @pablocebral]

@JasonYanowitz @santiagoroel – I enjoyed every one of the 299 minutes I spent with you in 2023. Let’s keep up the good stuff !!
#SpotifyWrapped https://t.co/0whkQJXCk7

[Pablo @pablocebral]

Qué come la gente en NY para no tener frío? Estamos 2° y hay mucha gente con los tobillos al aire o solo con una sudadera…

[Vicente Plata @xnt]

Cuando pones puro if-else porque te da amsiedá usar switch