Monteluna

@monteluna

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Sharing my thoughts so far here as I'm currently going through the Orbital paper: - Would it be reasonable to assume we just have a single large orbital pool for all USD stable pairs? - Still somewhat confused with this measure of efficiency. Maybe I missed this particular equation. In practice efficiency is usually a measure of liquidity vs. volume, and volume is highly determined by fees. - I want to do a quick comparison analysis of Orbitals and concentrated liquidity. One thing that seems mathematically clear is the efficiency might not be perfectly better compared to all CL positions. I want to figure out a way to convert an Orbital position to an equivalent CL position. I believe the paper but I want to verify this myself. https://www.paradigm.xyz/2025/06/orbital

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If the devs are so cracked and this protocol deserves a $10M market cap why is the website broken? Why aren't they doing computer simulation to embed data in lower dimensional spaces and optimize prediction and make billions in the options market? Why haven't they solved P vs. NP?

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gm to those who bet on the diamond only

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@bracky big dawg 500 shares of PSG please.

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The stablecoins are coming.

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On capitalism. https://open.spotify.com/episode/3fs6Zdaudo5imtc03z0zfE?si=TNwYyF9fS7uSWvliYNJ9Rg

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To talk about this a bit more. I used @envio to pull the Deployer contract data that Robinhood used during the stock token demo and fetch all newly minted ERC20s from that address. I then had to do a bit of a side script to pull the ERC20 symbols. Since then, it appears it has deployed this large list of US stocks on Arbitrum. Some interesting stocks are things like the Qs, Apple, DJT, Microsoft, and Netflix. Many people within the finance community brought up how Musk had an issue with SpaceX trading off public orderbooks, but it looks like Robinhood is planning to expand into public stocks and even ETFs. The funny part is no one appears to be mentioning this but the data is completely wide open on Arbitrum for anyone to see.

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wat the @blumes and Robinhood doin?

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The question is will this kick off a clause for Vers to go as well. Hear me out: We will get a love story like no other in drive to survive seeing Russell and Vers driving up the Italian coasts drinking wine, and it will be TV of a lifetime.

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Highly recommend people understand the technological stack involved with Arbitrum Orbit and listen to why it was chosen by Robinhood. There are key points in the blockchain data and engineering mentioned here on why Orbit was chosen to service Robinhood's core business as they grow. As @bfresh mentioned in his video: blockspace is soon going to be extremely opinionated as more teams want to build their own experiences from the bottom up. https://youtu.be/lSibUTs6Fh0?si=EMdCKu5DmYZ2UYRG

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@bracky can you run a P/L analysis again big dawg

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@bracky can you give me a quick analysis of my portfolio big dawg

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Damn she got me in 4K

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The strange thing about the Polymarket debate is at this point there is a way to scale a solution to finding ambiguous prediction markets: Use more AI. A system that could help supply the team with broad conversation across channels, as well as an AI to help identify ambiguous markets, would clearly win here. It makes me think that there's an entire class of unknown defi + AI products that can scale and make sense of the information about the product. At the moment much of the AI infrastructure is product specific (Bracky) or too broad (BrianAI) to really make a dent.

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Big Dawgs: @aviationdoctor.eth @ruminations @tldr @thief @polluterofminds @moo @adlonymous @nicki @geoffgolberg @garrett @ignas @kaloh @javabu.eth @jordansaping @kazi @langchain @mattimost.eth @chukwukaosakwe @pichi @samuellhuber.eth Not really creatives but love banging around ideas and hearing yours. $noice

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https://www.youtube.com/shorts/oggmkiGl1hg

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Occasionally I bounce over to LinkedIn and see an old coworker doing crazy stuff. This one was from Kuijjer who was a postdoc in the old Bioinformatics lab I worked for. tl;dr - Scientists have been trying to crack genetic regulatory networks for years to understand disease. The idea is that the genes themselves have evolved for thousands of years to express and repress genes, but they work in a network where one gene can form this network of interactions in many steps. This creates lots of analytical difficulties with targeting specific expressions since it's computationally hard to decipher how the genes interact. We had evidence of this when scientists realized Sickle Cell disease is exclusive to people of African origin. What's wild is they have assumed for years that many more networks are actually unique to individuals and groups of people, but now we can prove that is far more true than realized in cancer data. https://academic.oup.com/bib/article/26/4/bbaf315/8188241

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The next few years in the crypto industry are going to be great. For builders, more and more teams are going to be pushing to integrate. If you're motivated and capable, don't fumble your bag! (Also please don't associate yourself with securities fraud. Nuking yourself out of orbit is not a great strategy.)

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I actually really enjoyed ETHCC. There are times when I personally need a break to just refresh ideas and relax. The trip was a good mix of watching talks and new crypto entrepreneurs build new organizations, and plenty of R&R. Definitely ready to get back into building.

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Hala Berachain.

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