thomas scaria

ceo @lorexyz

[thomas scaria @scaria]

@nikunj you’re welcome

[thomas scaria @scaria]

one end of the spectrum isn't superior to the other.

both extremes make good founders.

-- ego driven vs. lack of ego.

-- chips on shoulder vs. resilience to adversity.

-- cult leader vs. reclusive genius.

the best founders have high self-awareness and rally an early team/co-founders to drive what they cannot.

[hagaetc @hagaetc]

We’re restructuring Dune to sharpen our focus around the core data products thousands of customers across the crypto industry rely on. That unfortunately means we’ve let 25% of the team go this week. These are exceptional people I can wholeheartedly recommend — ping me if you’re hiring top crypto talent.

Going forward, Dune is all-in on two shifts: AI and institutions coming onchain.

All the way back in 2018 Dune pioneered crypto data accessibility, and we’re excited to accelerate that faster than ever with AI. We’re the only player who has done the hard work of building the end-to-end stack for crypto data: ingestion, QA, storage, cleaning, normalizing and querying. With Dune MCP, teams and agents can now build dashboards and workflows without needing to know anything about SQL nor data infrastructure (and associated bills).

Dune already serves virtually every leading crypto company, and now also the world’s most forward-leaning financial institutions. As currencies, stocks, bonds, commodities and more move onchain, we’re investing heavily in our data layer and white-glove service to power institutions.

For 8 years we've grown through multiple rollercoaster cycles while other data providers have come and gone. We remain well capitalized, excited about the future, and committed to our mission of making crypto data accessible.

The Data Must Flow.

[thomas scaria @scaria]

my pleasure ser enjoy.

if you're into fashion

Nice Weather Market
overall really fun, curated local-ish brands

Adidas near Dosan Park
adidas makes SKUs market by market and the koreans have great taste/style, so you can get some unique stuff on the cheap.

2nd street 세컨드 스트릿
lux vintage mens clothing -- they're a little pushy with foreigners to buy stuff.
pro tip - take photos while trying on and ask AI for fair valuations. you can negotiate with them. theres some great arb there.

[thomas scaria @scaria]

@cdixon "Founders consistently turn to Eddy for his input and involvement on their most complex challenges."

congrats @eddylazzarin

[thomas scaria @scaria]

both can be true.

AI is both a tool and a drug. Instant answers feel great, but they atrophy judgment.

I barbell it:

offline → notebook. thinking, planning, reflecting.
online → a bloomberg terminal like set up orchestrating my life — It’s Thomas OS

I built a system that ingests everything I read/write/say and live media and turns it into drafts, memos, email, decks in MD files.

every edit trains it. every loop gets faster.

still hooked—just outputting 10x more.

[thomas scaria @scaria]

back to square one

[thomas scaria @scaria]

@mewwts @abishek same brother. we were lucky to be a part of it. what an energy.

[Marry Evan @marryevan999]

I was woken up at 3:47 AM by OpenClaw

It sent just one message:
"Found 6 markets that will settle in the next 90 minutes. Americans are still asleep. Need approval to deploy $12K."
I replied with a yes and went back to sleep

Woke up in the morning, and my account had gained:
+$43,800
I've been running this agent for 9 days
It does one thing specifically:
Watch for timezone arbitrage

I fed OpenClaw a few types of real-time feeds from different time zones:
Japan government RSS
European Parliament schedule
Australian financial alerts
Middle East flight tracking
Asian central bank announcements

Then I gave it just one rule:
"Find markets that settle between 2 AM and 6 AM Eastern Time. If the edge exceeds 30%, wake me up."
And at 3:47 AM, it actually found 6 markets
All settling between 4 AM - 6 AM

These markets had one thing in common:
The market was still pricing on a "normal rhythm"
But when settlement happened, US traders were basically all asleep
The official signals from the relevant countries had actually come out early

The alerts it pushed to me at the time were:
"Japan rate decision - BOJ leak shows YES 68%, Polymarket still at 23¢"

"EU emergency vote - Live footage shows YES already leading, Polymarket still at 31¢"

"South Korea policy - Government RSS has confirmed, Polymarket still at 19¢"
"Australia trade deal - Minister stated publicly 2 hours ago, Polymarket still at 27¢"
"UAE production cut - OPEC meeting minutes already public, Polymarket still at 15¢"

"Singapore regulation - Parliament session still live-streaming, Polymarket still at 22¢"

Its summary was pretty straightforward:
Potential edge: $43K
Window: 90 minutes
Required capital: $12,000
I was half-asleep at the time, phone buzzed once

Opened Telegram and saw just one line:
"approve or miss"
I replied yes, then went back to sleep
By 7:30 AM when I woke up, all the notifications had come in

All 6 markets settled during morning hours in Asia / Europe
While US traders were waking up, the markets were already done

My entry prices were roughly:
15¢ - 31¢

Final settlements all hit:
95¢ - 100¢

Profit breakdown:
Japan: $8,200
EU: $6,900
Korea: $11,400
Australia: $7,100
UAE: $5,800
Singapore: $4,400

Total:
+$43,800

Later when I checked the logs, I realized this agent had been monitoring these markets for 8 to 14 hours
Constantly syncing official sources
Constantly waiting for US traders to go to sleep

Then it only struck in that instant:
Results overseas were basically confirmed
Prices on the US side hadn't updated yet
And settlement was already close

This edge boils down to something pretty simple:
Polymarket is 70% US traders
But events around the world never happen on EST time

While you're sleeping, the markets keep settling
This play of specifically exploiting info gaps during "when Americans are asleep" hours—do you think it's timezone arbitrage, or is it edging into the most basic form of insider advantage?

Giving This Free for 24 hours. To get it:

1. Comment the word 'Openclaw'
2. Like and Retweet this post
3. Follow me @marryevan999 (so i can DM you)

[thomas scaria @scaria]

@marryevan999 OpenClaw

[thomas scaria @scaria]

@Jason I’m in

[Zach Rynes | CLG @ChainLinkGod]

Look guys, it's actually really straightforward, a bunch of people staked their ETH on the Ethereum blockchain to earn yield, except they didn't want their capital to be locked up, so they actually staked with a liquid staking protocol called Lido who provided them a liquid staking receipt token called stETH, except they decided to juice their yield further by depositing their stETH receipt tokens into a restaking protocol called Eigenlayer, except they didn't want to lock up their capital, so they actually restaked with a liquid restaking protocol called KelpDAO who provided them with a liquid restaking receipt token called rsETH, except they decided to juice their yield further by depositing their rsETH tokens into a lending protocol called Aave so that they could open a leveraged looping position that borrows ETH against the rsETH collateral and restakes the ETH into rsETH which is then deposited as collateral, except it turns out rsETH used a cross-chain bridge called LayerZero that was hacked by north koreans causing rsETH to become undercollateralized and now these looping positions are stuck and unprofitable, and everyone is pointing fingers at each other, and also DeFi is a very serious industry

[thomas scaria @scaria]

@hosseeb not even taste you just don’t know how frontend primitives compose well together. taste still another later on top. this is structure imo that gets you to 90% of the illusion of taste

[thomas scaria @scaria]

@joshcrnls build business AI can’t. the new moats are like global entities, regulatory licenses, lobbying nation states, relationship heavy deals.

the parker conrad model is sorta it now imo.

go go go to some sorta flywheel effect business.

capital more important than ever.

[thomas scaria @scaria]

@joshcrnls build business AI can’t. the new moats are like global entities, regulatory licenses, lobbying nation states, relationship heavy deals.

the parker conrad model is sorta it now imo.

go go go to some sorta flywheel effect business.

capital more important than ever.

[thomas scaria @scaria]

been playing w claude design for a few hours. it’s unbelievably impressive.

—

the best design is what users already know.

the patterns they’re used to that don’t interrupt their train of thought.

well that’s 90% — it can be codified and hence AI is very good at it.

then there’s the 10% that bridges the familiar to someplace unfamiliar yet 10x better.

—

the best example in crypto imo is @_callil designing the swap pattern w @NoahZinsmeister executing. that shit is here to stay till we die.

—

robots cant replace the last 10%. it’s hard enough for humans. it requires taking risk, ingenuity, spark and simply put — being human.

[thomas scaria @scaria]

@worm_emoji @sama @jessewldn @lachygroom @tomhschmidt @adamludwin it was fun building/competing at points with you.

that’s all ancient history ;)

much respect @worm_emoji and to your team.

DM me if you want to share notes and talk about what’s exciting today.

think it’d be a fun convo.

wishing you the best on your founder journey.

[thomas scaria @scaria]

@context @zora it was fun building alongside you all.

and competing at points in ancient history ;)

much respect.

reflect, rest, keep building.

wishing the founder(s) and team the best.

[thomas scaria @scaria]

@thattallguy congrats jess, that’s beautiful