SiuMai

Frontier Tech Reserch | Codeaholic | Permissionless matters |

(Opinions are my own,not financial advice.)

[Ansem 🐂🀄️ @blknoiz06]

@GalleonCrypto i dont understand why you all's targets are so low, this is going to be the most popular crypto cycle that we have ever had with more participants than any other cycle

your targets should be way way higher

[SiuMai @siumai_tech]

im about to walk into the most abundant balanced wealthy and successful period of my life. i naturally attract good fortune, and i am wealthy in more ways than one

i give myself permission to prosper, and i have the power to build the life that i desire

[Ansem 🐂🀄️ @blknoiz06]

im about to walk into the most abundant balanced wealthy and successful period of my life. i naturally attract good fortune, and i am wealthy in more ways than one

i give myself permission to prosper, and i have the power to build the life that i desire

[Delphi Digital @Delphi_Digital]

A new episode of Hivemind is out now!

In this special in-person episode, the team discusses crypto’s move from experimentation to adoption, the rise of tokenization, and why onchain options could be the next major opportunity.

Timestamps:
00:00 Intro & Market Surprises
06:00 Tokenization, Zcash & Crypto’s Winners
20:51 Onchain Options: The Next Big Opportunity?
32:52 Is Crypto Still the Frontier?
46:40 AI Labs, Infrastructure & Bubble Risks
1:08:00 What We’re Avoiding
1:20:34 Biggest Risks & What Comes Next

[SiuMai @siumai_tech]

Long Korea.

[Frank Chaparro 🇰🇷 @fintechfrank]

A few takeaways from a very active Korea Blockchain Week:

• KBW is apparently Korea’s largest tech conference, and there’s a real push to expand it and bring more foreign capital and attention into the market
• Korea’s crypto market feels set for significant growth. Retail participation is already massive, but the institutional infrastructure is still relatively undeveloped
• The biggest gap is market structure. There aren’t many institutional market makers or custodians, and there isn’t a meaningful OTC market like we have in the U.S. I expect that to change significantly over the next few years
• As that infrastructure gets built, one likely outcome is large Korean conglomerates adding crypto to their balance sheets, potentially allocating up to 10% as a diversification play
• Upbit is the kingpin. Everyone wants to meet with them, but they’re extremely elusive and protective of their position in the market
• Major U.S. investors were out in force, including a16z, signaling serious interest in backing Korean founders
• Korea is incredibly clean, the food is amazing, people are very polite, and there’s a coffee shop on seemingly every corner
• They love iced coffee. We’re aligned.

[SiuMai @siumai_tech]

@notdecu gm.

[SiuMai @siumai_tech]

Absolutely

[Frank Chaparro 🇰🇷 @fintechfrank]

Really enjoyed this conversation with @blknoiz06 and @seyong at KBW.

We covered:

- How nearly every asset is memetic today
- Why younger generations trade the way they consume information: constantly scrolling, discovering, moving to the next thing
- Why top traders could become the next generation of celebrities. LeBron can't teach you to play like LeBron, but great traders can teach you how they think
- How AI will be an enabler for people to engage more deeply with markets, even as attention spans get shorter
- Why crypto isn't leaving its speculative phase. Instead, every market may be entering a more hyper-speculative era

[SiuMai @siumai_tech]

😂😂😂

[Frontier Traders @joinfrontier]

Jadoodoo may not have won the Seoul Showdown but she definitely won the crowd

Best of Jadoodoo in Seoul:

[SiuMai @siumai_tech]

飞飞飞～～～

[Ansem 🐂🀄️ @blknoiz06]

🎒🎒🎒

[Ansem 🐂🀄️ @blknoiz06]

my advice to my onchain brethren is to not forget that the cex alts also can give 5-10x returns, you all are gambling on lowcap shitters all day you might as well also sling some of your port on perps

& cex alts typically have more size buyers behind them when they do have a real fundamental narrative

uptrends can last several months during bull, some started about two weeks ago, best of luck

[Andy @andyyy]

FULL INTERVIEW: Pons Meteoric Rise On Robinhood Chain and The Tokenization Supercycle with Founder @MEADGod

I sat down with Pons founder Ozzy an hour ago at the HOOD summit here in Houston to discuss his view on where the launchpad business he's built is headed.

We covered the rise of Robinhood chain, how he thinks about scaling revenue & buybacks, and what the future of onchain finance may look like.

Be more bullish.

@therollupco @ponsdotfamily @RobinhoodCrypto

Timestamps:
00:00 Intro
01:23 Ozzy Has Never Seen Anything Like This Since 2021
03:25 Launchpad Success Tied To Token Success
05:08 Robinhood Chain Launch Was “Just A Test Pump”
07:59 80% Of All Revenue Goes To Pons Buybacks
09:03 $200K To $300K Daily Revenue In The Lull
10:14 Ozzy Picks $ZEC Over $BTC For 2027

[SiuMai @siumai_tech]

If I had to give an example: this year’s "中国人能飞" is the equivalent of last October’s "币安人生"; this year’s "GM" corresponds to last October’s "4"; and this year’s "GSTOCK" is the equivalent of last October’s "GIGGLE".
#BSC #BNBCHAIN

[CZ 🔶 BNB @cz_binance]

source: https://t.co/TEXpFTbwj8

[SiuMai @siumai_tech]

The new meme offering the best holding experience this year... bears a striking resemblance to the "4" from last October.

[SiuMai @siumai_tech]

Something will happen NEXT WEEK.

[Binance @binance]

01101110 01100101 01111000 01110100 00100000 01110111 01100101 01100101 01101011

[SiuMai @siumai_tech]

🏖️

[VIEW @viewsoff]

Punta Cana

[SiuMai @siumai_tech]

...

[Dr. 67. Pump @real_dr_pump]

前两天闹的沸沸扬扬的 fomo 夹子调查结果出来了，果然是 @RelayProtocol 自己的 API 泄露了订单流的信息。

这和几年前 @arbitrum 上 sequencer 泄露交易信息的 vector 一样，都是各种奇奇怪怪的 infra 层面的 side channel。

赏金才给 50k 这是不是有点 。。。

[Crypto Bitlord @crypto_bitlord7]

I’m 100% sure this is the very start of a 2017 / 2020 styled mind melting bull run.

All the global catalysts are there.

This time it’s going to be bigger, better, longer and smoother.

[SiuMai @siumai_tech]

let's see what will happen.😆

[Tibo @thsottiaux]

Hi,

Tomorrow we are re-opening the Pro $200 subscriptions to new subscribers, but together with it we are also changing how we calculate the usage for it. In effect, if you do the math, it will net out at half the dollar in API spend compared to the old Pro $200 plan.

Now that it's said, let me explain why this is happening and why you will still get more work done than if you were on the Pro $200 subscription one month ago.

(a) We didn't want to compromise in other ways and are committing to not reintroducing the 5h limit, so that you can fully use the weekly usage when you want.
(b) On the subscription, we guarantee that over time you always get more work done and with an increasing level of quality. This means that you will continue to get more value per dollar spent as a result of models getting more efficient and us passing down the improvements in the form of API price reductions.
(c) We don't want to put an incentive on ourselves to artificially inflate the API list prices to make it look like you are getting a lot (and workaround it through discounts, etc). Instead we want to continue to both rapidly reduce prices and increase capabilities of models on the API. This week we introduced GPT-6 Sol and GPT-6 Luna at 50% of their previous price. Over time, we see prices go low enough that it makes sense for most to buy usage as needed without there being a significant gap between what you get in a subscription and what you get in the API for a dollar spent.
(d) Tomorrow, we are adding more things to the subscription that won't draw on the usage, I won't reveal what that is yet.

I wanted to be transparent before all the big announcements tomorrow. Lots of new exciting things are coming to the subscriptions that will make it super compelling, but I wanted to make sure to share this change ahead of time so you can all understand it before we shower you with good news.

Codexingly,
Tibo

[SiuMai @siumai_tech]

😂

[liquidated.hl @liquidated_hl]

Jeff gives beginner playbook for hft trading in crypto

[SiuMai @siumai_tech]

💯

[Yifan Xu @yifanxu_ephai]

就像计算机科学一样，真正的核心应该是算法，数据结构，架构设计以及操作系统。

然而前AI时代，缺需要花费超级大量时间学习编程语言和框架。学习了python还不够，还要java，c, c++, ts, rust 。学习了springboot，还得学习c# .net。学习了react，还有vue，angular等着。

Vibe Coding 让coding回归本质，进入只需要理解pseudo code时代即可的时代。可以腾出精力深入数据结构和算法的优化。