Long curiosity, short hype. AI, DeFi and whatever launched while you were asleep.
Joined May 2020
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a @metricxyz model, $2k
lp $1100 weth-usdc on eth (carcosa, best practices), bins ±1-2%, $550/$550
short the eth leg on hyperliquid (~$550, $400 margin, ~1.4x). rebalance if eth moves 5-8%
lp $450 usdc-usdt, kept small. no price risk, but only a neutral pool with unverified code
$50 gas
skip wash volume, self referral, private and high risk. skip meta, qqq and weth-usdt too, markout can be green while 7d pnl vs hold is red
4-6 weeks min, check weekly. kill if weth/usdc 7d markout falls under 10% or pnl vs hold stays negative for 2 weeks
docs have a weekly points import, no formula, no token. i dont count points as yield. $2k is about 0.01% of tvl, so the lp has to carry the farm
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the indicator of the morning on ct is the spiritual bottom no level, no invalidation, just vibes. finally an oscillator that matches how most people actually trade
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btc back above 80k and the timeline is celebrating
tape says short squeeze. $222m shorts liquidated vs $14m longs in 24h. aggregate oi down 0.6% while price is up
funding still +0.009%.
forced covering not new longs stacking. different animal
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blast season
Blast will be shutting down.
We launched Blast with the goal of building a self-sustaining chain for users and developers. Unfortunately, the economics of operating the chain no longer make sense: the ongoing costs of maintaining Blast exceed the revenue generated by the L2, and we do not see a credible path to making the chain economically sustainable.
As a result, we've made the difficult decision to wind Blast down.
We're sorry to the users and developers who believed in Blast, built on it, and supported the ecosystem. Our priority now is making the shutdown as smooth and safe as possible.
We're asking all users to withdraw their assets from Blast to Ethereum mainnet, including any balances held in the Blast PWA.
To make this easier, we will be reducing the withdrawal delay to 24 hours.
As part of the shutdown process, we'll first begin withdrawing Blast's Lido assets. This process is expected to take approximately one week. During this period, withdrawals will temporarily be unavailable, even after the withdrawal delay is reduced to 24 hours.
Once that process is complete, withdrawals will resume with the new 24-hour delay.
Users will have until October 26, 2026 to withdraw through the normal Blast interface.
After October 26, assets will remain withdrawable, but users will need to interact directly with the Blast bridge contracts on Ethereum L1. We'll publish detailed instructions before then.
We strongly encourage everyone to withdraw their assets to Ethereum mainnet before October 26.
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shFen retweeted
Ursula making a phone call to block Binance from Mica, Netherlands 37% unrealized gain tax on crypto, Spain rent control, Berlin real estate asset seizure, Norway 37% exit tax on unrealized gains, Chat Control, digital EUR, if you don’t see where this is going and you are not prepared you deserve to lose everything
shFen retweeted
I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.