Citrini says the real preclinical bottleneck is monkeys, which take four years to breed and are harder to scale than memory supply
“There’s a huge shortage of monkeys and the the you can’t really, that’s probably the most important thing for pre-clinical testing."
"And I know a lot of people are going to be like morally opposed to this, but I’ll just say one thing, which is for the, you know, the medicine is closer than ever before to a world where it really is, I say closer than ever before, that doesn’t mean this is going to happen tomorrow or within the next two years or what, but closer to a world where in silica or on on a computer you can simulate, say, like toxicology studies, right, and and reduce the need for animal testing."
"I know that sounds counterintuitive because it’s, okay, well, why are you like investing in this company that that does animal testing? Well, the reason for that is in order to get closer to that world, what you need is more data, right? Like you need, you need more experimental data from animal testing, and monkeys are irreplaceable, right?"
"Unless you want to do them in humans. If you want to get as close as possible to humans, obviously the answer is monkeys. And it’s it’s harder to expand the capacity of monkeys than it is to increase the supply of memory, right? Like the the the time it takes, I think it’s four years to to breed these these monkeys.”
A conversation w/ @RyanWatkins_ co-founder of Syncracy Capital, a thesis-driven crypto hedge fund.
We discuss what most people are still missing with Hyperliquid, perps coming to Wall Street, Stan Druckenmiller's bet, why categories don't matter anymore, revenues vs money, respecting the pump, social trading, whether Solana or _____ wins, and finding the next secular trends.
00:00 Intro
00:37 Hyperliquid hyperliquid:native
03:00 Finding Big Ideas
06:22 Hidden Alpha
09:16 Secret to Success
10:31 Beginner's Mindset
11:43 Writing & Conviction
13:31 Wall Street Discovers Hyperliquid
14:45 Druckenmiller's Bet
16:30 Perps Taking Over
19:06 Why Categories Don't Matter
20:13 All of Finance
20:35 Sponsored by Kraken
21:40 Assessing Risks
26:02 Comparative Analysis
30:30 Downstream Effects
34:40 Who wins? solana:So11111111111111111111111111111111111111112
37:30 Finding Next Secular Trends
40:09 Social Trading & Memes
46:51 Weak vs. Strong Form
48:40 How Syncracy Finds Big Ideas
52:00 Revenue and zcash:native
56:00 Respect the Pump
1:00:48 Frameworks & Timing
Really enjoy his interviews and style, gives anyone a shot and proves u can make it no matter ur background
Def check out his first odds on open https://t.co/ekjTLoATd4
The primary reason that people hate on David Orr is that he's been wildly successful with unconventional tactics. That's it. He blocked you because he doesn't think twice about blocking people, which is the optimal approach for making money. He's self aware enough to know that bad posters can throw off your game. The risk of not blocking is negatively skewed.
NOT A SINGLE BID ALLOWED. SPOT SELLING. CONSISTENTLY.
WE ARE NEARING SERIOUS NUKE LEVELS. BIG BIG BIG LIQUIDATION CASCADE. CRYPTO CIRCUIT BREAKERS INCOMING.
YOU ARE LOOKING TO KNIFE CATCH? WE ARE LOOKING TO DO THE KNIFE DROPPING.
Hyperliquid’s vision is to create a fair new financial system for all. All users are important, no matter their volume or account value.
Real users receive fewer points when large-scale sybil farms try to game the system to receive more than their fair share. Investigation by different research teams identified that over 27,000 addresses operated by approximately 100 individuals attempted to receive disproportionately more points through large-scale and systematic inorganic behavior. These addresses’ points were multiplied by 2% or 20% based on the scale of sybil activity. Affected addresses include a line on the Points page saying, “Sybil behavior detected.” The end result is a larger fraction of points going to real users.
In addition, 8M points were distributed for activity in May and 8.4M points for activity in October and early November. In sum, the final number of points is 57.9M.