Monteluna

@monteluna

817 Following

850 Followers

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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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My portfolio. My portfolio accounting for lost profits selling airdrops.

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I think I messed up the cheese to beef ratio.

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Corn to $200K by Sunday.

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If you’re 35 and don’t bet on bald every time you see bald I would re-evaluate your life *very* seriously

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Study Jevons Paradox.

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@bracky big dawg please send 15000 $bracky to @nicocavero

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Remember when I said Bitcoin is going to $200K by Sunday?

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This is actually a great discussion with technology in general. When I first got in I was excited about solutions and innovation. Today, everyone is making toll booths. The cutting edge? We are sorry but if you can't prove revenue before it's built, we can't do it. We ran out of visionaries, and are stuck with bean counting up and down the business stack.

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@vrypan.eth hey have you thought about using some tf-idf metrics when generating casts for wdim? Because I'm using "$tipn" in my casts a lot, the algorithm seemed to bias towards casts about "$tipn". Maybe filtering cash tags would be good? Could be a one off error but it basically didn't generate a lot of casts I would find interesting.

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Life is about managing your own ego, while navigating the egos of others.

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Crypto has a long way to go before we even come close to the biggest grift in town: Real Estate. https://youtu.be/Dp5CMfoh5gA?si=efA7RVV9Bf-kP1ok

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The Bald App CEO that's got the entire bankroll of the Iron Bank of Braavos is about to launch the memecoin Facebook onto planet Earth, is demanding more ponzinomics and you're bearish anon?

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https://farcaster.xyz/emo.eth/0x5fa4abe4

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Idk why anyone hates anyone in crypto. Just have fun and relax. I check up on my friends after coding and most are working dead end jobs, getting laid off, are miserable because team sizes are shrinking and they have to navigate large corporate re-orgs. We need much less aggression with everything. Everyone here is winning and early, even if its not perfect. Make crypto chill again.

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One of the most bizarre job applications I have been denied for was the team saying I wasn't motivated enough to work for the team. The team was brand new, and just released the product in the last week I was interviewing. I had experience doing the tasks using a competitors product, of course because there's only around 3 products that solve that problem and they had the best solution at the time. Basically I was told I'm not motivated to use a product I previously couldn't use, even though I'm a domain expert in that space, and have been doing it for a while, and can literally point to work delivering competitors' solution for some pretty top teams in the space, that I also spent 4 weeks in the interview process for. Position was open for months and is still open btw. 😑

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I've had enough.

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