semaji.eth

Formerly HFT QT. Used to write at Quant trading, prediction markets, crypto.

[semaji.eth @semajeth]

https://t.co/CStnZNax2N

[semaji.eth @semajeth]

The only relevant part of the post was the on-chain activities. Why exactly it required 5 tweets about Zach's personal life solely for purposes of confirming the dox was never addressed. The dox, of course, is the point: make Zach's identity nice and public. Vermin.

[semaji.eth @semajeth]

Absolute cunt, you dox someone and then say you will "introduce" yourself and we get "a dude from an Eastern European country". Cannot even bring yourself to name the country. Happy to dox others but wouldn't dream of doxxing yourself, even though you are irrelevant.

[Matthew @matthewabides]

2/ Disclaimer.

If I'm exposing someone, it's only fair to introduce myself first.
Especially since @zachxbt tends to dismiss critics by where they're from.

I'm just a dude from a small Eastern European country. This is my first post on X -
I've only ever been a reader here, including following Zach for over a year.

For the last 6 months Zach changed. The paranoia, acting like he's a god,
a lot of strange things. That's what got me here.

I've never been affiliated with anyone.
I just honestly gamble my money on futures.

[semaji.eth @semajeth]

@mcp0x @binance @HyperliquidX Nice work man, some thoughtful posting!

[semaji.eth @semajeth]

@itseieio @tecchirp Fairly straightforward: it's slop-for-clicks. Honestly a bit hilarious that the slop denounces you as a vibe coder. A stochastic drive-by shooting.

[semaji.eth @semajeth]

@JaredKubin I am not sure there was ever a consensus that adoption and intelligence curves coincided. The models got better: that is clear both from benchmarks and from subjective user experience. The question of whether the capex is justified is totally live, even given the above advances.

[semaji.eth @semajeth]

@goldenpants013 Wow. Need to talk to Claude about that and have him help me understand what that is. Bullish for sure though.

[semaji.eth @semajeth]

If one is being honest, there have been zero interesting prediction market primitives introduced over the last 8 months. Not one. People have tried things ranging from cross-margining to leverage to borrowing against positions but then and now, none are resilient vs gap risk.

[semaji.eth @semajeth]

@kushal_mungee Suspect it has issues in terms of illiquidity of spot. Broadly speaking, I feel like options require a certain maturity (in the sense of development, not the technical expiration term) in the underlying, and PMs don't have that, at least for now.

[semaji.eth @semajeth]

@0xairtx @ProofMarkets @airtightfish Saw the announcement and looked intriguing: I would need to see concrete details, and trading conditionally (even thinking conditionally) would require a lot of work to onboard retail. But it does prevent a broad class of pickoffs and if nothing else is still a novel attempt.

[semaji.eth @semajeth]

@deanmachine @ridemarkets Frankly have not

[semaji.eth @semajeth]

@aradtski @lightconexyz Will keep a close eye!

[semaji.eth @semajeth]

"Actually, we're building-" respectfully, what were your daily users in Sept 2025 vs May 2026?

[semaji.eth @semajeth]

Without commenting on the post itself at all, it's just hilarious that the founder of DraftKings, who is now bagging on Kalshi, has a surname that is itself an anagram of Kalshi. Just hard to take him seriously on this when he's one letter movement away from being Matt Kalshi.

[Matt Kalish @mattkalish]

Idk what people are smoking, there’s not a single exchange product experience for normal people that is remotely close to the delivering the caliber of experience that regulated sportsbooks do. They are 2-3 years of development away (before regulatory touches the product at all)

[semaji.eth @semajeth]

@noahzender @buccocapital No-one is saying that early Anthropic employees were morons who stumbled into it by pure chance. You completely misunderstood the post.

[semaji.eth @semajeth]

Many market-esque configurations can be significantly enhanced for the average participant if everyone must justify their actions on a social basis. The speedbump was Hyperliquid's equivalent of nerfing short-stacking. The takers got smoked. But parasites live by the sword...

[semaji.eth @semajeth]

https://t.co/32pzqvFndN

An interesting article, less in the details than in the abstract lesson. The player was banned from the Hippodrome for constant hit and runs (leaving as soon as you win a little). This is technically allowed, but considered the lowest of poker etiquette.

[semaji.eth @semajeth]

For the average account, they will never interact with this condition, but their experience would be drastically enhanced, as makers could show 5x the liquidity and tighter spreads (ofc this would lead to perverse incentives where the taker multi-accounts, but the point stands).

[semaji.eth @semajeth]

@AgustinLebron3 @cryptotriv @flowidealism Realistically, these people did not acquire this viewpoint from philosophical reflection and then commit to it. Their personality deficits, solipsism, and general lack of care for others outside the cogito committed them to it: this lazy pseudo-philosophy was called in at the end