Solarflare

researcher, trader and builder | @Columbia alum | ex tradfi quant

[Solarflare @sol_flair]

@primo_data @Polymarket respect the principled stance on this, great work as always!

[Solarflare @sol_flair]

1. The invincibility on spawn is great, but can the spawn locations be calculated to be further away from other players? Had issues with basically spawning into encircled points.

2. Can all 3 of the high value players be marked on the minimap? Love the hunting that it incentivizes.

3. The % splits for top players is great, how about doing another 5-10% split across any player that's streaming on twitch/X?

[Solarflare @sol_flair]

@llamaonthebrink take care, all the best millie!

[Solarflare @sol_flair]

@WazzCrypto For mid-frequency hold times, I’ve always wondered if it could be internal bots run by the dev teams for the popular trading bots.

Not saying it’s happening but photon/bullx/etc could trade if they see traffic to /token spike, before people actually submit through the UI.

[Solarflare @sol_flair]

Good write up. The “user identity” section reminds me a bit of what @clustersxyz is going for.

On the actual smart selection of which EOA to use at any given time, having the selection just be consistent is important too.

Eg regardless of where the ETH sits, someone who buys NFTs a few times a year would probably prefer those all be visible from the same OpenSea/blur page, not spread out because it saved a few wei in the wallet selection optimization.

[Solarflare @sol_flair]

@RyskyGeronimo Good idea, worth checking out. I know that you have limited history, but calculating your cov, SR, and allocations on a rolling basis would help create a more out of sample look (assuming this one used the full sample sharpe and covariance matrix?).

[Solarflare @sol_flair]

@_gval Congrats, that's sick to see so much adoption!

[Solarflare @sol_flair]

@SEMB_xD @KaitoAI lol I bet.

they haven't released full tokenomics schedule, so if they're doing like partial drops to NFT holders each season they could store more value than if it were a one-and-done airdrop

[Solarflare @sol_flair]

@beautiful_nfts_ this is neat! Instead of threshold vs floor, doing something like 5% lower than top collection bid may be better.

On blur there's a 14% spread between bid and floor, so if someone genuinely bids 90% of the floor value that's legit liquidity (but gets canceled in your example).

[Solarflare @sol_flair]

@StochasticStrat @beeple @Mathooss @ProofOfDuck @Kowala24731 @opusnyx @mori_art_museum nice, looks like you guys got really close! did you try brute forcing the missing words?

[Solarflare @sol_flair]

@speedbird_00 @beeple nice find @speedbird_00, I see it now -- I'm inclined to agree with you on the text haha!

[Solarflare @sol_flair]

nice find @jamesmakan and nice ideas @plotchy. Tried running it through an upscaler to clean up though not much better, and could be making things more confusing.

setup/upset are clean, that B/S looks terrible lol.

More out there: TEB-RU, suggesting TEB in Russian --> translates to "you"

[Solarflare @sol_flair]

@eblis @beeple I just downloaded the video from the dropbox beeple linked to. Wasn't high res enough for me to scan QRs, but was good enough for reading text.

[Ash @ahboyash]

they said AI was the future

dynamic Tao? yea my portfolio dynamically going down

virtuals? i have virtually nothing left

grass the future of AI? yea thats all i am eating now

near the blockchain for AI? yeah nearing my death bed soon

zerebro? yea its all going to zero bro

[Solarflare @sol_flair]

@SwizzyOnChain @waleswoosh while you won't be able to get the arb manually, you can check if PENGU is claimed on the pudgypenguins website.

menu -> pengu lore -> scroll to bottom -> enter the token id

[Solarflare @sol_flair]

@primo_data @Polymarket @shayne_coplan congratulations, well deserved -- polymarket analytics has been great to use and you're always making it better and better!

Great to see @Polymarket recognize and support builders too.

[Solarflare @sol_flair]

@boredsharky @tribedotrun excellent work!