sanjay koharwal

alignment researcher. working on interpretability and mechanistic understanding at scale. NeurIPS/ICLR.

[John @CryptoGodJohn]

We are about to enter our winning season

[sanjay koharwal @SKoharwal]

@GeniusTerminal ACTUALLY SO CLEAN

[Jerry Pan @stambouli_o1]

We're hiring the best engineers/builders!

JD/hiring post: https://t.co/USxnGdl8PA

1. I'm personally a bit fan of @durov's hiring practice at @telegram by hosting hackathons so we will start hosting hackathons with some prizes.

I'm a competitive programmer back in college representing @UCBerkeley for ICPC, so we love to have more ICPC/IOI/IMO killer engs joining our team. Any codeforce profiles / screenshots in my X DM would be awesome!

- While we @o1_exchange appear to be a consumer crypto company, we've been planning around very hardcore infra projects, at hardware/infra/RPC level. The level of optimization and hardcore engineering problems that resemble operating system classes like building a Pintos (x86 multithreading architecture https://t.co/PhIwhy3HF8)

2. We welcome creative and hardcore problem solvers in general. My personal chess career peaked at 2290 ELO as National Master back in college freshman year. We'd love to have more killer problem solvers.

- Specifically, we're exploring a new direction in Quantum Computing + Crypto / Distributed Consensus Algos. Our team is very deep in AI + Crypto, and I just started to personally dabble a bit in quantum computing and some research in Error Correction Code. Got a few intriguing ideas that we can go deep tgt to build very cool projects in crypto with quantum and distributed system / consensus algorithm.

TLDR we're hiring the best engs!

In crypto, I think Hyperliquid and Lighter team have the most IOI/IMO/ICPC players right now.

@o1_exchange can be the 3rd dense camp of IOI/IMO/ICPC players. Let's see. Ref bonus is available upon successful referral.

[Bull Theory @BullTheoryio]

JAPAN IS TRAPPED AND EVERY OPTION MAKES IT EVEN WORSE

Japan spent roughly $88 billion in two days defending the yen. USD/JPY hit 155.2, and it is already back above 159.

That $88 Billion intervention bought them just three days.

Bond yields are making it even worse.

The 2-year and 5-year both hit 31-year Highs.

Weak currency + high bond yields is a problem no country can afford.

A weak yen makes every import more expensive, and Japan buys almost all its energy in dollars. Rising yields make borrowing more expensive for every Japanese business at the same time.

It gets worse for the financial system. Japan's four largest insurers are already sitting on ¥14.5 trillion in unrealised bond losses, roughly $91 billion.

Every rise in yields makes that number bigger.

Now the BOJ looks set to hike in September.

Reuters reported yesterday that at least three of nine board members argued for faster rate increases at the July meeting.

Sources say the intervention and pressure from Bessent have all but locked in a September move.

A hike pushes Japanese yields higher still, which deepens the losses on bonds already held and raises borrowing costs further.

And there is a second much worse effect.

Higher Japanese yields narrow the gap between US and Japanese rates. That gap is what makes the yen carry trade profitable.

Traders borrow yen cheaply and buy higher-yielding assets abroad.

Narrow the gap and the trade stops working. Positions get closed, and closing them means selling.

Every direction the BOJ turns creates a new problem somewhere else.

[John @CryptoGodJohn]

Over the next few weeks we will see a lot of coins graduate from low caps to mid caps

[STBL @stbl_official]

As financial institutions explore the next generation of digital money, STBL COO @stucturedfi joins leaders from BBVA, Deutsche Bank, and Qivalis at European Blockchain Convention for a panel discussion on: Stablecoins and FX Automation for a Multi-Currency World.

The conversation will explore how stablecoins and automated FX infrastructure can reshape global finance, enabling more efficient, transparent and programmable financial systems.

@EBlockchainCon

[Blockto @TheBlocktoApp]

$BTC - #Bitcoin spot ETFs recorded a total net outflow of $145 million on August 10.

[币到家 BDJ @B_daojia]

这是什么来头？朋友空投我的。

空投的时候可以卖350 现在刚刚可以卖800油。

ethereum:0x7987f03462200b3d8a072e02c89a8a41dcb124ee

[Jerry Pan @stambouli_o1]

Staking on @o1_exchange just finished the contract auditing: https://t.co/lDCzxh1OYC

Staking vaults on https://t.co/GQ283FXCoQ soon.

B20-native Staking

[John @CryptoGodJohn]

solana:4kjruqGHDsSqkMdFfCjV7Vb62HPFhtXyWc2t6JpQzDnz is going to be the biggest game of the decade

MLG went to $250M market cap on just hype around gaming

Now GTA will have every content creator in the world building content around GTA for the foreseeable future. GTA will have full mindshare

This can be way bigger than MLG ever was

The best part is you get exposure to the " stock meme meta " and get rewarded daily in Rockstar stocks $TTWO by holding solana:4kjruqGHDsSqkMdFfCjV7Vb62HPFhtXyWc2t6JpQzDnz

It is being heavily slept on but will gain momentum as the days pass

First full trailer release is in 2 weeks and game launch is in November

Expecting this to be one of the biggest plays of the coming months

[John @CryptoGodJohn]

It looks like people are starting to catch onto solana:4kjruqGHDsSqkMdFfCjV7Vb62HPFhtXyWc2t6JpQzDnz

I’ve already made $130+ in $TTWO stocks in less than 13 hours

Meme stock + GTA = big potential

I feel like GTA is currently being slept on heavily right now but soon it will have full mindshare of social media and all of the biggest content creators in the world

Adin Ross already spoke about making GTA servers fully functional so you can get paid to play

[John @CryptoGodJohn]

Who got my notifications on?

Giving $150 to somebody who replied with their SOL addy

[Ash Crypto @AshCrypto]

$XRP just hit its lowest weekly close in nearly 2 years at $1.029.

What happened here?

[Murtuza J Merchant @murtuza_merc]

Google Pixel 11 Pro, Breakthrough or Bust on August 12?

Google's Pixel 11 Pro is days away from its official August 12 reveal, with leaked specs pointing to the Tensor G6 chip, 120x zoom, and deeper Gemini AI integra

https://t.co/BFCdw19b9R

[John @CryptoGodJohn]

Looking to take my streaming & content to the next level

What equipment is a must have?

Need to upgrade my current streaming/ video content

I need editors and graphic designers if you can leave some recommendations

[John @CryptoGodJohn]

This next chapter I’m about to turn it up a few notches

[For Traders @fortraderscom]

August is the month of $9 Pay After Pass!

[John @CryptoGodJohn]

Somebody does not want price to go higher for Bitcoin

[Murtuza J Merchant @murtuza_merc]

Gartner says Chinese models hit 50% adoption in two years. That turns the Western strategy upside down: the companies that spent most on quality now enter a market where cost, not capability, decides who wins.

https://t.co/bL0BJo7O5q

[John @CryptoGodJohn]

what's everyone up to tonight