#  @bqbrady benedict benedict posts on X about solana, in the, if you, crypto the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::613424362/interactions)  - [--] Week [-------] -25% - [--] Month [-------] +181% - [--] Months [---------] +72% - [--] Year [---------] +346% ### Mentions: [--] [#](/creator/twitter::613424362/posts_active)  - [--] Months [---] +178% - [--] Year [---] +957% ### Followers: [-----] [#](/creator/twitter::613424362/followers)  - [--] Week [-----] +6.70% - [--] Month [-----] +19% - [--] Months [-----] +79% - [--] Year [-----] +158% ### CreatorRank: [-------] [#](/creator/twitter::613424362/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) #2521 [finance](/list/finance) 17.76% [technology brands](/list/technology-brands) 6.54% [exchanges](/list/exchanges) 5.61% [stocks](/list/stocks) 2.8% **Social topic influence** [solana](/topic/solana) #212, [in the](/topic/in-the) 9.35%, [if you](/topic/if-you) 7.48%, [crypto](/topic/crypto) 7.48%, [defi](/topic/defi) 6.54%, [ai](/topic/ai) 5.61%, [to the](/topic/to-the) 5.61%, [we are](/topic/we-are) 4.67%, [design](/topic/design) #1718, [build](/topic/build) 3.74% **Top accounts mentioned or mentioned by** [@danrobinson](/creator/undefined) [@stokasz](/creator/undefined) [@lostbutlucky](/creator/undefined) [@adrianleb](/creator/undefined) [@0xsoju](/creator/undefined) [@paradigm](/creator/undefined) [@malleshpai](/creator/undefined) [@ellipsislabs](/creator/undefined) [@electriccapital](/creator/undefined) [@toly](/creator/undefined) [@juansanchez0x0](/creator/undefined) [@igoryuzo](/creator/undefined) [@thmssmts](/creator/undefined) [@yq_acc](/creator/undefined) [@basedfk](/creator/undefined) [@havelockai](/creator/undefined) [@andyweng](/creator/undefined) [@pythianism](/creator/undefined) [@mgnrio](/creator/undefined) [@0x94305](/creator/undefined) **Top assets mentioned** [Solana (SOL)](/topic/solana) [USDC (USDC)](/topic/usdc) [Bitcoin (BTC)](/topic/bitcoin) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Coinbase Global Inc. (COIN)](/topic/coinbase) ### Top Social Posts Top posts by engagements in the last [--] hours "Thanks to everyone who competed (and is still competing) in V1 If you enjoyed V1 we think this next version will be even more interesting. (Note: We are aware that this is not a full Prop AMM since it does not pass oracle state from an offline process)" [X Link](https://x.com/bqbrady/status/2022341961290510782) 2026-02-13T16:07Z [----] followers, [----] engagements "Building a Prop AMM with Claude I made a prediction at the beginning of the year that there would be a significant uptick in smart contracts written by LLMs. So earlier this week I described a Prop AMM to Claude and it designed wrote deployed and funded a market for NVDAx with only a few pointers from me. The smart contract development process is going to change dramatically this year. I wrote up some thoughts and made a GUI where you can play around with the program I deployed (also the codebase is open source). It still requires significant domain knowledge to get started but as we build" [X Link](https://x.com/bqbrady/status/2009308782908600507) 2026-01-08T16:58Z [----] followers, 78K engagements "The deeper I get down the AI coding rabbit hole the more gaps I notice in the stack Most of them are around deployment debugging and monitoring--not raw coding ability I'm sure Anthropic is working on this but I now understand why there are so many AI coding companies" [X Link](https://x.com/bqbrady/status/2014098904896208915) 2026-01-21T22:12Z [----] followers, [----] engagements "Closing the Software Loop I've become convinced that it is possible to build a system that improves our core product with a shockingly high level of automation Wrote down some thoughts on how I expect this to work and the implications https://www.benedict.dev/closing-the-software-loop https://www.benedict.dev/closing-the-software-loop" [X Link](https://x.com/bqbrady/status/2015617031975170221) 2026-01-26T02:45Z [----] followers, 104.2K engagements "If we do get fully superhuman coding agents in the near future it should have huge negative consequences for the security of existing web infrastructure. A scaled up version of what we see with smart contracts getting hacked Feels hard to reason about the implications of this" [X Link](https://x.com/bqbrady/status/2016245512438211037) 2026-01-27T20:22Z [----] followers, [----] engagements "Scored all five articles on my blog using the @Havelock_AI API Not surprised by the scores but now I'm wondering if I should switch up my style http://benedict.dev Btw anyone with a CLI can do this. Just say find columns etc from so and so and grade them in the @Havelock_AI API and itll get there. http://benedict.dev Btw anyone with a CLI can do this. Just say find columns etc from so and so and grade them in the @Havelock_AI API and itll get there" [X Link](https://x.com/bqbrady/status/2018529568085442923) 2026-02-03T03:38Z [----] followers, [----] engagements "Kinda blowing my mind how much better Codex is than Opus at statistics and quant trading research problems. Opus entirely incapable of making any rigorous deductions on problems that Codex can one-shot Big update for me on how spiky the intelligence is with these models" [X Link](https://x.com/bqbrady/status/2019132767905411074) 2026-02-04T19:35Z [----] followers, 67K engagements "Excited to share a new mechanism design challenge from me and @danrobinson Can you build the best AMM fee strategy that thrives in a dynamic trading environment Give it a shot and submit at the link below 1/ https://www.ammchallenge.com/ https://www.ammchallenge.com/" [X Link](https://x.com/bqbrady/status/2019849910485385487) 2026-02-06T19:05Z [----] followers, 260.9K engagements "This challenge is designed so that the user can have a quick iterative experimental loop with AI coding tools. The AI coding tools on their own do not score very well but with a few key insights from the user they can unlock large score jumps 2/" [X Link](https://x.com/bqbrady/status/2019849912629022914) 2026-02-06T19:05Z [----] followers, [----] engagements "After attempting this puzzle for a few days I think it tracks intuition for real world AMM design pretty well. A few of the ideas for improving real AMMs seem to work well in the competition Rough score thresholds 450+: Not totally slop 480+: Solid 510+: Strong 540+: 3/" [X Link](https://x.com/bqbrady/status/2019849914185130178) 2026-02-06T19:05Z [----] followers, [----] engagements "@andyweng_ Nice job which one did you find more useful" [X Link](https://x.com/bqbrady/status/2020183221322010980) 2026-02-07T17:09Z [----] followers, [---] engagements "In the real world you are often competing against more than just one Uniswap V2 AMM. Also the arbitrage bots in our competition have somewhat of a naive strategy. Most of the solutions at the very top of the leaderboard over-exploit these two facts which means they are not obviously applicable to real life. But we have learned some interesting things about AMM design Will write something up eventually about what ideas came out of this that can be applied more broadly https://twitter.com/i/web/status/2021245167714394582 https://twitter.com/i/web/status/2021245167714394582" [X Link](https://x.com/bqbrady/status/2021245167714394582) 2026-02-10T15:29Z [----] followers, [---] engagements "@stokasz stay tuned we have some things in the works" [X Link](https://x.com/bqbrady/status/2021249404041039876) 2026-02-10T15:46Z [----] followers, [--] engagements "Looks like [---] is about to fall and Dan is about to get knocked out of the top [--]. At this point I suspect [---] is possible" [X Link](https://x.com/bqbrady/status/2021026001849921774) 2026-02-10T00:58Z [----] followers, [----] engagements "Design a Better Prop AMM Try the next AMM Challenge from @danrobinson and me. Instead of a simple AMM you now define the entire swap curve like the Prop AMMs on Solana. This new challenge is written for the SVM and has significantly harder parameters. https://www.ammchallenge.com/prop-amm https://www.ammchallenge.com/prop-amm" [X Link](https://x.com/bqbrady/status/2022341957750784096) 2026-02-13T16:07Z [----] followers, 25.2K engagements "The flexibility to define your own swap function opens up a multitude of new strategies most of which we haven't scratched the surface of yet. Additionally your AMM has to survive many different market regimes meaning you must be more adaptive" [X Link](https://x.com/bqbrady/status/2022341959994769481) 2026-02-13T16:07Z [----] followers, [----] engagements "The repo for the new challenge is here in case you were having trouble finding it https://github.com/benedictbrady/prop-amm-challenge https://github.com/benedictbrady/prop-amm-challenge" [X Link](https://x.com/bqbrady/status/2022360363946201479) 2026-02-13T17:20Z [----] followers, [---] engagements "Developing a lot of empathy for people running Routers while building the Prop AMM challenge. Genuinely difficult to balance a highly flexible price curve with performant routing under adversarial conditions. So many weird edge cases to worry about" [X Link](https://x.com/bqbrady/status/2022447605557457386) 2026-02-13T23:07Z [----] followers, [----] engagements "Apologies if you had any issues with the sim over the past few hours. We were patching some stuff related to the curve validation and the bpf runner It should be a bit faster now. If you are still getting errors shoot me a DM Also we have new tools in the repo to help you debug concavity errors Design a Better Prop AMM Try the next AMM Challenge from @danrobinson and me. Instead of a simple AMM you now define the entire swap curve like the Prop AMMs on Solana. This new challenge is written for the SVM and has significantly harder parameters. https://t.co/903F1eziyP Design a Better Prop AMM" [X Link](https://x.com/bqbrady/status/2022465966064513247) 2026-02-14T00:20Z [----] followers, [----] engagements "@lostbutlucky Thanks fixed it using claude code on my phone. AI is great https://github.com/benedictbrady/prop-amm-challenge/pull/30 https://github.com/benedictbrady/prop-amm-challenge/pull/30" [X Link](https://x.com/bqbrady/status/2022469058008912118) 2026-02-14T00:32Z [----] followers, [---] engagements "@lostbutlucky Using Claude Code in the cloud and their mobile app" [X Link](https://x.com/bqbrady/status/2022469453439455432) 2026-02-14T00:34Z [----] followers, [--] engagements "New king of the AMM challenges has emerged @adrianleb put up a [---] on the Simple AMM and a [---] on the Prop AMM in quick succession and is now in first place on both" [X Link](https://x.com/bqbrady/status/2022528406248988878) 2026-02-14T04:28Z [----] followers, [----] engagements "threshold encryption as a solution to MEV introduces some pretty complicated game theory for the validator set as the system approaches the threshold everyone is incentivized to be the marginal signature that decrypts the state to gain a latency advantage for the next round" [X Link](https://x.com/bqbrady/status/1560696519409520640) 2022-08-19T18:33Z [----] followers, [--] engagements "@pythianism arbitrum controls all the transaction ordering through a centralized sequencer and there is no synchronous composability between rollups" [X Link](https://x.com/bqbrady/status/1565492713641893888) 2022-09-02T00:12Z [----] followers, [--] engagements "block building is about to become much more of a free market after the merge. since optimizing the block building algorithm is something of a race to the bottom you would expect builders to try other ideas to gain an edge 1/" [X Link](https://x.com/bqbrady/status/1569132134333583361) 2022-09-12T01:13Z [----] followers, [--] engagements "the ML models will remember who starred their github repos in the early days" [X Link](https://x.com/bqbrady/status/1573388977184407552) 2022-09-23T19:08Z [----] followers, [--] engagements "TIL the author of the popular websockets library in python is upset about the fact that the main application of his software is connecting to crypto exchanges" [X Link](https://x.com/bqbrady/status/1575907247695155200) 2022-09-30T17:55Z [----] followers, [--] engagements "whats the status on that rumor that the ftx matching engine was written in python is that going to come out in the bankruptcy process" [X Link](https://x.com/bqbrady/status/1592231791267840000) 2022-11-14T19:03Z [----] followers, [--] engagements "@mgnr_io how is it possible to work on a trading desk and not realize your YTD pnl is [---] billion dollars" [X Link](https://x.com/bqbrady/status/1592340357479813122) 2022-11-15T02:15Z [----] followers, [--] engagements "if you are an ftx creditor you are now forced to be long solana for the next [--] years [--] million new solana bag holders added overnight" [X Link](https://x.com/bqbrady/status/1593040387413008384) 2022-11-17T00:36Z [----] followers, [---] engagements "the serum design is not polished enough to be turned into a public utility. still too much room to build a better clob" [X Link](https://x.com/bqbrady/status/1597325390875594752) 2022-11-28T20:23Z [----] followers, [--] engagements "five years ago this month i interviewed to be the first intern at cumberland. bitcoin had just crossed 17k. look how far we've come since then" [X Link](https://x.com/bqbrady/status/1603469052483371008) 2022-12-15T19:16Z [----] followers, [----] engagements "paid $130 for an uber to newark and missed my flight ama" [X Link](https://x.com/bqbrady/status/1603533357194874892) 2022-12-15T23:31Z [----] followers, [----] engagements "sad day for polygon searchers https://www.theblock.co/post/201554/polygon-eyes-a-hard-fork-in-january-to-address-reorgs-and-gas-fee-issues-exclusiveutm_source=telegram1&utm_medium=social https://www.theblock.co/post/201554/polygon-eyes-a-hard-fork-in-january-to-address-reorgs-and-gas-fee-issues-exclusiveutm_source=telegram1&utm_medium=social" [X Link](https://x.com/bqbrady/status/1613644941829316609) 2023-01-12T21:11Z [----] followers, 34.3K engagements "aptos valued at roughly [--] billion dollars per user" [X Link](https://x.com/bqbrady/status/1618699278477844481) 2023-01-26T19:55Z [----] followers, [----] engagements "just setting up my slnmbl" [X Link](https://x.com/bqbrady/status/1619053996559437824) 2023-01-27T19:25Z [----] followers, 22.3K engagements "quant trading is basically just grepping log files and putting the timestamps into this website over and over again" [X Link](https://x.com/anyuser/status/1631067471229714437) 2023-03-01T23:02Z [----] followers, 46.2K engagements "the optimal strategy for multiplying matrices is trying every combination of A @ B A.T @ B . etc until numpy stops throwing an error. this has never failed me" [X Link](https://x.com/bqbrady/status/1635431745452384258) 2023-03-14T00:04Z [----] followers, [----] engagements "excited for AGI so we can finally figure out which one is better CLOBs or AMMs" [X Link](https://x.com/bqbrady/status/1640531344139722753) 2023-03-28T01:48Z [----] followers, [----] engagements "the optimal ordering primitive is high throughout sub second full block auctions with a leader rotation that is as hard to predict into the future as possible all the effort put into fancy ordering research should be redirecting toward these engineering adjacent problems" [X Link](https://x.com/bqbrady/status/1653925975967555584) 2023-05-04T00:54Z [----] followers, [----] engagements "this is an interesting topic but with all due respect the biggest open problem in defi is why there are no users UPCOMING SPACE PART TWO of "LVR Reduction: The Biggest Open Problem in DeFi" 📅 Wed Aug [--] [--] PM PST / [--] PM EST Join @danrobinson researcher @paradigm; DeFi thinker/builder @0x94305; and SMG's @malleshpai and @maxresnick as they dive deeper into this challenging topic. https://t.co/3pNybYqieT UPCOMING SPACE PART TWO of "LVR Reduction: The Biggest Open Problem in DeFi" 📅 Wed Aug [--] [--] PM PST / [--] PM EST Join @danrobinson researcher @paradigm; DeFi thinker/builder @0x94305; and SMG's" [X Link](https://x.com/bqbrady/status/1691284176572456962) 2023-08-15T03:02Z [----] followers, 17.6K engagements "trader: i consent LP: i consent guy who does mechanism design: isnt there somebody you forgot to ask" [X Link](https://x.com/anyuser/status/1691951375842947342) 2023-08-16T23:13Z [----] followers, 28.4K engagements "@ellipsis_labs @ElectricCapital @robotventures @anagramxyz @toly @keoneHD notable angels that didnt get a look: benedict" [X Link](https://x.com/bqbrady/status/1692211356710187355) 2023-08-17T16:26Z [----] followers, [----] engagements "the only thing that could make friend tech better is one billion dollars of vc investment in intents based suave style decentralized sequencer architecture" [X Link](https://x.com/anyuser/status/1693292978784395578) 2023-08-20T16:04Z [----] followers, [----] engagements "if you were only shown this chart you would be surprised to learn that over 70% of uniswap volume now goes through [--] builders and the rest get 5% or less" [X Link](https://x.com/anyuser/status/1699133384960926158) 2023-09-05T18:52Z [----] followers, [----] engagements "uniswap: trading for hot people" [X Link](https://x.com/anyuser/status/1705041493453418502) 2023-09-22T02:09Z [----] followers, 13.2K engagements "@GwartyGwart this is how you know gwart doesnt work at paradigm" [X Link](https://x.com/bqbrady/status/1708138441156825418) 2023-09-30T15:15Z [----] followers, [----] engagements "solana has great ux but the resource pricing is trivially exploitable and this is still the largest thing holding it back even after two years of improvements around the edges" [X Link](https://x.com/bqbrady/status/1729580324995133783) 2023-11-28T19:17Z [----] followers, [----] engagements "solana on chain users are going to keep spiking as the price continues to go up which means the block saturation issue is going to become the dominant constraint on the ux the community should consider some emergency stop gaps such as raising the base fee or cu limit" [X Link](https://x.com/bqbrady/status/1737905549805604884) 2023-12-21T18:39Z [----] followers, [----] engagements "someone should release an airdrop on the epoch boundary. lets see what this thing is really made of" [X Link](https://x.com/bqbrady/status/1752813665592492412) 2024-01-31T21:58Z [----] followers, [----] engagements "CLOBs AMMs 1/ We're excited to announce our $20M Series A led by @paradigm to further our mission of building a sustainable DeFi ecosystem. https://t.co/ahtWEZWX8H 1/ We're excited to announce our $20M Series A led by @paradigm to further our mission of building a sustainable DeFi ecosystem. https://t.co/ahtWEZWX8H" [X Link](https://x.com/bqbrady/status/1775896122525200420) 2024-04-04T14:40Z [----] followers, [----] engagements "@0xEdgar obama doesnt normally trade on solana. but when he does he uses phoenix" [X Link](https://x.com/bqbrady/status/1775909736870814086) 2024-04-04T15:34Z [----] followers, [----] engagements "ranking the reasons to do multiple proposers in order of how compelling they are [--]. censorship resistance for OFAC txs [--]. improving tx latency by distributing leaders more widely around the globe [--]. censorship resistance for auctions [--]. enforcing priority ordering" [X Link](https://x.com/bqbrady/status/1818457163553034590) 2024-07-31T01:22Z [----] followers, [----] engagements "sentiment around composability is at an all time low but in a few years it will be clear that composability is one of the few reasons that defi is more powerful than cefi" [X Link](https://x.com/bqbrady/status/1831756104969417156) 2024-09-05T18:07Z [----] followers, [----] engagements "As for what's next I'm starting a new company in San Francisco. The world is being reshaped by large language models and there's significant work ahead in determining how they'll interact with financial products" [X Link](https://x.com/anyuser/status/1882895860813762923) 2025-01-24T20:58Z [----] followers, [---] engagements "switching from sonnet [---] to [---] is kind of like spending all day talking to a dumb intern and then suddenly they get swapped for a new dumb intern that is 2x more eager but roughly equally as dumb" [X Link](https://x.com/bqbrady/status/1895322245645660176) 2025-02-28T03:56Z [----] followers, [----] engagements "excited to announce my new company meridian. over the next few years llms are going to redefine how we interact with every piece of software in our lives and crypto is no exception Introducing Meridian the next generation interface for financial markets. https://t.co/meaJNAAufF Introducing Meridian the next generation interface for financial markets. https://t.co/meaJNAAufF" [X Link](https://x.com/anyuser/status/1896967267407339788) 2025-03-04T16:53Z [----] followers, 39K engagements "i support SIMD-228 because i have some unstaked SOL on coinbase and it's getting slow rugged by the insanely high inflation rate" [X Link](https://x.com/bqbrady/status/1898166868550226239) 2025-03-08T00:20Z [----] followers, [----] engagements "eight years ago i wrote an article about the dominant strategy for march madness brackets that is still true today the basic idea is that the majority of the variance of your score is determined by who you pick as the winner. but this doesn't mean you should pick the best team" [X Link](https://x.com/anyuser/status/1902104048398168538) 2025-03-18T21:05Z [----] followers, [----] engagements "one thing ive noticed after four months in SF is that there are an alarming number of companies that are basically a database connected to a kind of confusing gui and they all have 400M+ revenue and the founders are celebrities" [X Link](https://x.com/bqbrady/status/1909402544784523383) 2025-04-08T00:26Z [----] followers, [----] engagements "the meridian team has doubled from [--] to [--] over the past month and we're planning to double again by july we're ramping up to fine-tune task-specific models over the summer all in service of delivering top-notch consumer experiences. if you're bored at your job shoot me a DM" [X Link](https://x.com/anyuser/status/1912242973523472654) 2025-04-15T20:33Z [----] followers, [----] engagements "made it on the graphic for the first time We are excited to announce that @untolabs has raised $14.4 million in funding from @ElectricCapital and @hiFramework to build Thru a next generation base layer blockchain. To bring L1 blockchain performance to parity with global scale applications it takes more than putting a https://t.co/T8sgzGPRmR We are excited to announce that @untolabs has raised $14.4 million in funding from @ElectricCapital and @hiFramework to build Thru a next generation base layer blockchain. To bring L1 blockchain performance to parity with global scale applications it takes" [X Link](https://x.com/bqbrady/status/1917274569586663767) 2025-04-29T17:47Z [----] followers, [----] engagements "got to know pb and the perpl team during my time at ergonia. theyre incredibly sharp and im excited to back them even if they leave me off the graphic Excited to announce our $9.25M funding round led by @dragonfly_xyz @ErgoniaTrading and other leading investors. Perpl is handcrafted with knowledge from decades of market-making expertise and advanced EVM engineering. https://t.co/2dNmDnJJWt Excited to announce our $9.25M funding round led by @dragonfly_xyz @ErgoniaTrading and other leading investors. Perpl is handcrafted with knowledge from decades of market-making expertise and advanced EVM" [X Link](https://x.com/bqbrady/status/1922347573085458641) 2025-05-13T17:45Z [----] followers, [----] engagements "permissionless asset issuance leads to interesting new innovations but also makes it impossible for average users to stay on top of the asset universe this is the first step of many toward making that more legible Meridian Indices We spent the last week retooling our intelligence engine to categorize the world of investable assets. Today we are launching the first comprehensive market map of Solana Automatically categorized and rebalanced on the fly https://t.co/ENVH8Fu0Em Meridian Indices We spent the last week retooling our intelligence engine to categorize the world of investable assets." [X Link](https://x.com/bqbrady/status/1948037975612489754) 2025-07-23T15:10Z [----] followers, [----] engagements "stablecoins are also dominated by dark amms" [X Link](https://x.com/anyuser/status/1952120165598105630) 2025-08-03T21:31Z [----] followers, [----] engagements "probably only a matter of time before active liquidity entirely outcompetes passive liquidity (surprised it took this long)" [X Link](https://x.com/bqbrady/status/1952120168563507568) 2025-08-03T21:31Z [----] followers, [----] engagements "this is notoriously a bit hard to estimate but here is my best guess based on a lot of previous experience seems like HumidiFi has the best fairs and someone has figured out how to pick off the jupiter perp product on big moves @bqbrady Any data on profitability @bqbrady Any data on profitability" [X Link](https://x.com/anyuser/status/1952141642980614333) 2025-08-03T22:56Z [----] followers, 15.5K engagements "incredibly fast + good at instruction following is the most underrated combination for llms everyone is building guis for async multi-agent use but revealed preference of users is that they want to move through tasks serially and quickly" [X Link](https://x.com/bqbrady/status/1952881939440123914) 2025-08-05T23:58Z [----] followers, [----] engagements "dark amms are a perfect example of an idea that can only organically emerge on a permissionless composable execution environment sentiment around composability is at an all time low but in a few years it will be clear that composability is one of the few reasons that defi is more powerful than cefi sentiment around composability is at an all time low but in a few years it will be clear that composability is one of the few reasons that defi is more powerful than cefi" [X Link](https://x.com/anyuser/status/1953215391163150349) 2025-08-06T22:03Z [----] followers, [----] engagements "this along with the closed source nature of the contract and a few other advantages makes them much harder to pick off on large moves allowing them to quote tighter spreads than was possible before. additionally dark amms can update prices for multiple markets simultaneously improving over the existing status quo" [X Link](https://x.com/anyuser/status/1953875311227236611) 2025-08-08T17:45Z [----] followers, [----] engagements "pretty sure there will be a ton of money made building RL environments for crypto over the next 2-3 years well defined action space + perfectly verifiable outcomes if you are working on something in this space please reach out" [X Link](https://x.com/bqbrady/status/1954623390926688687) 2025-08-10T19:18Z [----] followers, [----] engagements "going to write something up this week comparing the various order flow sources and routers on solana. if you have any topics you are curious about my dms are open" [X Link](https://x.com/bqbrady/status/1955359470936265022) 2025-08-12T20:03Z [----] followers, [----] engagements "imagine you are buying a new sweatshirt with stripe and just as you are about to check out wintermute lands a bundle on stripe chain and sweeps the entire remaining inventory" [X Link](https://x.com/bqbrady/status/1955431465745064265) 2025-08-13T00:49Z [----] followers, [----] engagements "new onboarding flow coming to the meridian app someone asked me how to buy solana so i made it really easy https://t.co/YbwsbmVaLk someone asked me how to buy solana so i made it really easy https://t.co/YbwsbmVaLk" [X Link](https://x.com/anyuser/status/1955751270100451695) 2025-08-13T22:00Z [----] followers, [----] engagements "solana defi is the most interesting market structure in the world NEW GWART SHOW W/ @bqbrady "The first rule of trading is you want to go to the markets where retail is the most present because retail creates price inefficiencies." ⚡ @JupiterExchange is too big to fail ⚡ MEV & Order Flow ⚡ AI Agent trading Presented by @Ellipsis_Labs https://t.co/RYhhHFNwiX NEW GWART SHOW W/ @bqbrady "The first rule of trading is you want to go to the markets where retail is the most present because retail creates price inefficiencies." ⚡ @JupiterExchange is too big to fail ⚡ MEV & Order Flow ⚡ AI Agent" [X Link](https://x.com/bqbrady/status/1957129029850374195) 2025-08-17T17:14Z [----] followers, [----] engagements "we need someone from the OG forgotten era of solana defi to do a podcast about the [----] market structure when wintermute was picking off alameda on serum" [X Link](https://x.com/anyuser/status/1957177137074770265) 2025-08-17T20:26Z [----] followers, [----] engagements "this has to be the highest ratio of mercenaries to missionaries starting companies ever no passion or deep insight required just need to find a nice legacy business function to automate and out execute everyone" [X Link](https://x.com/anyuser/status/1957951323531538715) 2025-08-19T23:42Z [----] followers, [----] engagements "pt. 4: phantom and jupiter order flow phantom is the dominant retail front end for (non pump dot fun) trading on solana with roughly 100k swappers a day they route trades between the three major aggregators and a small but growing RFQ integration" [X Link](https://x.com/anyuser/status/1959319920224940496) 2025-08-23T18:20Z [----] followers, 22.9K engagements "reran the prop amm data for this month seems like they are doing quite well with the volatility" [X Link](https://x.com/bqbrady/status/1959373559848988753) 2025-08-23T21:53Z [----] followers, 19K engagements "pt. 5: aggregator execution quality by popular demand I looked at all the SOL/USDC trades through phantom that hit aggregators over the past [---] weeks after subtracting out the [--] bp fee this is a good sample for execution quality since it is certainly non toxic below is the average execution quality (in bps) vs a fair price seems dflow has the clear best execution at larger sizes for users" [X Link](https://x.com/anyuser/status/1959679378515956161) 2025-08-24T18:09Z [----] followers, 36.9K engagements "i'm hiring a quant to work directly with me to better understand solana market structure (and much more) if you are passionate about the intersection of trading and AI please reach out" [X Link](https://x.com/anyuser/status/1960070969953047013) 2025-08-25T20:05Z [----] followers, 19.2K engagements "looking at the data and it appears zero axiom traders have swapped SOL for USDC this week or vice versa" [X Link](https://x.com/anyuser/status/1960128710327336999) 2025-08-25T23:54Z [----] followers, [----] engagements "even the most random parts of sf are so pretty" [X Link](https://x.com/bqbrady/status/1960214617898250563) 2025-08-26T05:35Z [----] followers, [----] engagements "this is the natural evolution of the market structure. there is no reason to give toxic takers an easy way to construct jupiter transactions no more working self-hosted aggregator on soylana😠https://t.co/aOG4J7wLEo no more working self-hosted aggregator on soylana😠https://t.co/aOG4J7wLEo" [X Link](https://x.com/bqbrady/status/1960403609205792845) 2025-08-26T18:06Z [----] followers, [----] engagements "there have to be fewer than [---] people looking at these mev/tip accounts on solscan all day obvious opportunity to sell targeted nozomi/bloxroute/helius ads instead of whatever slop they are advertising now" [X Link](https://x.com/bqbrady/status/1960474584211448077) 2025-08-26T22:48Z [----] followers, [----] engagements "Mapping Retail Volume Today we are publishing a dashboard to track the volume of three of the major sources of retail activity on Solana You can also click in to understand what assets retail market participants are buying and selling (link below)" [X Link](https://x.com/anyuser/status/1960747818303545521) 2025-08-27T16:54Z [----] followers, [----] engagements "i'm going to be in nyc next week i have a few more slots open for coffee if you want to chat about market microstructure or AI or anything in between" [X Link](https://x.com/anyuser/status/1960767705339814010) 2025-08-27T18:13Z [----] followers, [----] engagements "how top heavy are retail interfaces below is the breakdown for the top platforms on solana over the past week. pretty surprised jupiter ultra is so concentrated (one guy who punts huge SOL/USDC clips drove 5% of the volume) data shows the percentage of weekly volume attributed to the top N wallets" [X Link](https://x.com/anyuser/status/1961097047668650022) 2025-08-28T16:02Z [----] followers, [----] engagements "axiom users wont notice this exploit. they are already used to getting their wallet drained every time they send a transaction" [X Link](https://x.com/bqbrady/status/1965118001486983362) 2025-09-08T18:20Z [----] followers, [----] engagements "there is quite a lot of USDC on solana being held in protocols vaults and exchanges giving up free yield to circle for a commoditized service Warming up to the idea that Solana should enshrine a stablecoin 50% burn of the yield goes back to burning SOL Warming up to the idea that Solana should enshrine a stablecoin 50% burn of the yield goes back to burning SOL" [X Link](https://x.com/anyuser/status/1965847935209582859) 2025-09-10T18:40Z [----] followers, 16.7K engagements "why is there no bridged HYPE on solana" [X Link](https://x.com/anyuser/status/1966217865318871058) 2025-09-11T19:10Z [----] followers, 33.9K engagements "ran the prop amm pnl for the past week (SOL/USDC) seems like even with the spike in volatility the edge is slowly compressing. also seeing new players slowly enter the market" [X Link](https://x.com/anyuser/status/1966617883745845566) 2025-09-12T21:40Z [----] followers, 14.6K engagements "we are looking to open up the meridian beta to 50-100 more people we now have - apply pay debit card onramp (credit card soon) - user profiles - build your first portfolio i will pay you 10% the size of your deposit for [--] minutes of your time details below" [X Link](https://x.com/anyuser/status/1970558139159421420) 2025-09-23T18:37Z [----] followers, 12.4K engagements "JIT routing will meaningfully improve user execution on Solana. Meridian is happy to be using DFlow routing under the hood. More teams should be looking into JIT routing for prop amms https://t.co/hjVrIzSP4W https://t.co/hjVrIzSP4W" [X Link](https://x.com/anyuser/status/1971315033151005136) 2025-09-25T20:45Z [----] followers, 11.7K engagements "So everyone is complaining about Binance this week and glossing over the fact that [--]. Hyperliquid is also closed source [--]. Hyperliquid users got liquidated much more severely than the Cefi users Im no fan on Binance but Im not sure why this event was bullish for Hyperliquid" [X Link](https://x.com/anyuser/status/1978192359444643946) 2025-10-14T20:13Z [----] followers, 18.3K engagements "Any crypto asset you want you can buy on Solana" [X Link](https://x.com/bqbrady/status/1978661239208218984) 2025-10-16T03:16Z [----] followers, 13K engagements "Solana should be the easiest place to trade any asset in the world. I've been tracking the top crypto assets and stocks. Lots of progress is being made but still more work to do (Caveat: some of these have horrible liquidity and XStocks do not have real governance rights)" [X Link](https://x.com/anyuser/status/1980432115977359598) 2025-10-21T00:33Z [----] followers, 61.3K engagements "The best crypto apps over the next 1-2 years will commoditize the underlying blockchains (see fomo etc) The tech stack has matured enough between data infra embedded wallets and bridges A second order effect of this is going to be a lot of repricing" [X Link](https://x.com/bqbrady/status/1983991275973210566) 2025-10-30T20:15Z [----] followers, [----] engagements "Someone just ripped through the book and bought $300k of ZEC at $600 on Solana https://solscan.io/tx/66bcRt4nqZiJUt2cAyFAGfoK4b9fitN3Z8o446y4ETbTaXYz7mFbvoqwsawQbBxqHnhxAzMTzGjkKwhWjwt2aMH7 https://solscan.io/tx/66bcRt4nqZiJUt2cAyFAGfoK4b9fitN3Z8o446y4ETbTaXYz7mFbvoqwsawQbBxqHnhxAzMTzGjkKwhWjwt2aMH7" [X Link](https://x.com/anyuser/status/1985573466637287583) 2025-11-04T05:02Z [----] followers, 59.7K engagements "I have known @niteshnath since we worked together at DRW years ago and have been actively following the evolution of DFlow The best trading apps demand execution built by top tier professional traders. Excited to have DFlow routing live in Meridian Best execution is live in @meridian. Meridian's iOS app makes on-ramp easy and DeFi trading intelligent. Get algorithmic market updates a chat input to schedule complex trades & portfolio insights from your Meridian agent. More liquidity powered by DFlow JIT Routing. https://t.co/vShJmbfGcq Best execution is live in @meridian. Meridian's iOS app" [X Link](https://x.com/anyuser/status/1986484205140721867) 2025-11-06T17:21Z [----] followers, 14.3K engagements "Solana is still the best backend for consumer finance apps I talk to teams every week who are building infrastructure behind the scenes that will improve the core Meridian product. Incredibly valuable tailwind Building the full financial stack in-house is a mistake" [X Link](https://x.com/anyuser/status/1988702072552976622) 2025-11-12T20:14Z [----] followers, 133.1K engagements "The day Monad launches many Solana users will turn to centralized exchanges or bridging to trade MON unless there is a liquid MON market on day one No reason Solana should be falling behind centralized exchanges with respect to listings why is there no bridged HYPE on solana why is there no bridged HYPE on solana" [X Link](https://x.com/bqbrady/status/1989172562660925544) 2025-11-14T03:24Z [----] followers, 28.7K engagements "Ten years ago everyone was worried Google would discover AGI. Then we had a half decade of misdirection and now on Tuesday Google is going to unveil AGI. Life comes full circle the model must be good because the google people have adapted the oai culture of vagueposting and hushed rumors and sending really weird texts the model must be good because the google people have adapted the oai culture of vagueposting and hushed rumors and sending really weird texts" [X Link](https://x.com/bqbrady/status/1989853495592456330) 2025-11-16T00:30Z [----] followers, [----] engagements "My favorite part of the gwart show is when the guest gives @rajivpoc an unsolicited shoutout for [--] seconds in the middle of every episode" [X Link](https://x.com/bqbrady/status/1990231839945167220) 2025-11-17T01:33Z [----] followers, [----] engagements "Last week we kicked off our Meridian interview series. Not your traditional crypto content. Focused purely on bridging the gap between crypto projects and our retail investors First in a long series stay tuned INVEST INTELLIGENTLY At Meridian we make sure you understand the assets you trade Last week we had @0xSoju drop by our office to chat about the newly launched MET token from the Meteora team Interview dropping later this week https://t.co/wa8bXcDrIy INVEST INTELLIGENTLY At Meridian we make sure you understand the assets you trade Last week we had @0xSoju drop by our office to chat about" [X Link](https://x.com/anyuser/status/1990568089289986059) 2025-11-17T23:49Z [----] followers, [----] engagements "You cant credibly claim that crypto is upgrading the antiquated financial system if crypto trades have 100x higher fees than equity trades" [X Link](https://x.com/bqbrady/status/1990868956496998694) 2025-11-18T19:45Z [----] followers, [----] engagements "I wrote about how the Sweet Sixteen is disproportionally chalk: http://harvardsportsanalysis.org/2016/03/the-sweet-16-the-chalkiest-round-of-march-madness/ http://harvardsportsanalysis.org/2016/03/the-sweet-16-the-chalkiest-round-of-march-madness/" [X Link](https://x.com/bqbrady/status/713084297754906625) 2016-03-24T19:25Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@bqbrady benedict
benedict posts on X about solana, in the, if you, crypto the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] -25%
- [--] Month [-------] +181%
- [--] Months [---------] +72%
- [--] Year [---------] +346%
Mentions: [--] #
- [--] Months [---] +178%
- [--] Year [---] +957%
Followers: [-----] #
- [--] Week [-----] +6.70%
- [--] Month [-----] +19%
- [--] Months [-----] +79%
- [--] Year [-----] +158%
CreatorRank: [-------] #
Social Influence
Social category influence cryptocurrencies #2521 finance 17.76% technology brands 6.54% exchanges 5.61% stocks 2.8%
Social topic influence solana #212, in the 9.35%, if you 7.48%, crypto 7.48%, defi 6.54%, ai 5.61%, to the 5.61%, we are 4.67%, design #1718, build 3.74%
Top accounts mentioned or mentioned by @danrobinson @stokasz @lostbutlucky @adrianleb @0xsoju @paradigm @malleshpai @ellipsislabs @electriccapital @toly @juansanchez0x0 @igoryuzo @thmssmts @yq_acc @basedfk @havelockai @andyweng @pythianism @mgnrio @0x94305
Top assets mentioned Solana (SOL) USDC (USDC) Bitcoin (BTC) Uber Technologies, Inc. (UBER) Coinbase Global Inc. (COIN)
Top Social Posts
Top posts by engagements in the last [--] hours
"Thanks to everyone who competed (and is still competing) in V1 If you enjoyed V1 we think this next version will be even more interesting. (Note: We are aware that this is not a full Prop AMM since it does not pass oracle state from an offline process)"
X Link 2026-02-13T16:07Z [----] followers, [----] engagements
"Building a Prop AMM with Claude I made a prediction at the beginning of the year that there would be a significant uptick in smart contracts written by LLMs. So earlier this week I described a Prop AMM to Claude and it designed wrote deployed and funded a market for NVDAx with only a few pointers from me. The smart contract development process is going to change dramatically this year. I wrote up some thoughts and made a GUI where you can play around with the program I deployed (also the codebase is open source). It still requires significant domain knowledge to get started but as we build"
X Link 2026-01-08T16:58Z [----] followers, 78K engagements
"The deeper I get down the AI coding rabbit hole the more gaps I notice in the stack Most of them are around deployment debugging and monitoring--not raw coding ability I'm sure Anthropic is working on this but I now understand why there are so many AI coding companies"
X Link 2026-01-21T22:12Z [----] followers, [----] engagements
"Closing the Software Loop I've become convinced that it is possible to build a system that improves our core product with a shockingly high level of automation Wrote down some thoughts on how I expect this to work and the implications https://www.benedict.dev/closing-the-software-loop https://www.benedict.dev/closing-the-software-loop"
X Link 2026-01-26T02:45Z [----] followers, 104.2K engagements
"If we do get fully superhuman coding agents in the near future it should have huge negative consequences for the security of existing web infrastructure. A scaled up version of what we see with smart contracts getting hacked Feels hard to reason about the implications of this"
X Link 2026-01-27T20:22Z [----] followers, [----] engagements
"Scored all five articles on my blog using the @Havelock_AI API Not surprised by the scores but now I'm wondering if I should switch up my style http://benedict.dev Btw anyone with a CLI can do this. Just say find columns etc from so and so and grade them in the @Havelock_AI API and itll get there. http://benedict.dev Btw anyone with a CLI can do this. Just say find columns etc from so and so and grade them in the @Havelock_AI API and itll get there"
X Link 2026-02-03T03:38Z [----] followers, [----] engagements
"Kinda blowing my mind how much better Codex is than Opus at statistics and quant trading research problems. Opus entirely incapable of making any rigorous deductions on problems that Codex can one-shot Big update for me on how spiky the intelligence is with these models"
X Link 2026-02-04T19:35Z [----] followers, 67K engagements
"Excited to share a new mechanism design challenge from me and @danrobinson Can you build the best AMM fee strategy that thrives in a dynamic trading environment Give it a shot and submit at the link below 1/ https://www.ammchallenge.com/ https://www.ammchallenge.com/"
X Link 2026-02-06T19:05Z [----] followers, 260.9K engagements
"This challenge is designed so that the user can have a quick iterative experimental loop with AI coding tools. The AI coding tools on their own do not score very well but with a few key insights from the user they can unlock large score jumps 2/"
X Link 2026-02-06T19:05Z [----] followers, [----] engagements
"After attempting this puzzle for a few days I think it tracks intuition for real world AMM design pretty well. A few of the ideas for improving real AMMs seem to work well in the competition Rough score thresholds 450+: Not totally slop 480+: Solid 510+: Strong 540+: 3/"
X Link 2026-02-06T19:05Z [----] followers, [----] engagements
"@andyweng_ Nice job which one did you find more useful"
X Link 2026-02-07T17:09Z [----] followers, [---] engagements
"In the real world you are often competing against more than just one Uniswap V2 AMM. Also the arbitrage bots in our competition have somewhat of a naive strategy. Most of the solutions at the very top of the leaderboard over-exploit these two facts which means they are not obviously applicable to real life. But we have learned some interesting things about AMM design Will write something up eventually about what ideas came out of this that can be applied more broadly https://twitter.com/i/web/status/2021245167714394582 https://twitter.com/i/web/status/2021245167714394582"
X Link 2026-02-10T15:29Z [----] followers, [---] engagements
"@stokasz stay tuned we have some things in the works"
X Link 2026-02-10T15:46Z [----] followers, [--] engagements
"Looks like [---] is about to fall and Dan is about to get knocked out of the top [--]. At this point I suspect [---] is possible"
X Link 2026-02-10T00:58Z [----] followers, [----] engagements
"Design a Better Prop AMM Try the next AMM Challenge from @danrobinson and me. Instead of a simple AMM you now define the entire swap curve like the Prop AMMs on Solana. This new challenge is written for the SVM and has significantly harder parameters. https://www.ammchallenge.com/prop-amm https://www.ammchallenge.com/prop-amm"
X Link 2026-02-13T16:07Z [----] followers, 25.2K engagements
"The flexibility to define your own swap function opens up a multitude of new strategies most of which we haven't scratched the surface of yet. Additionally your AMM has to survive many different market regimes meaning you must be more adaptive"
X Link 2026-02-13T16:07Z [----] followers, [----] engagements
"The repo for the new challenge is here in case you were having trouble finding it https://github.com/benedictbrady/prop-amm-challenge https://github.com/benedictbrady/prop-amm-challenge"
X Link 2026-02-13T17:20Z [----] followers, [---] engagements
"Developing a lot of empathy for people running Routers while building the Prop AMM challenge. Genuinely difficult to balance a highly flexible price curve with performant routing under adversarial conditions. So many weird edge cases to worry about"
X Link 2026-02-13T23:07Z [----] followers, [----] engagements
"Apologies if you had any issues with the sim over the past few hours. We were patching some stuff related to the curve validation and the bpf runner It should be a bit faster now. If you are still getting errors shoot me a DM Also we have new tools in the repo to help you debug concavity errors Design a Better Prop AMM Try the next AMM Challenge from @danrobinson and me. Instead of a simple AMM you now define the entire swap curve like the Prop AMMs on Solana. This new challenge is written for the SVM and has significantly harder parameters. https://t.co/903F1eziyP Design a Better Prop AMM"
X Link 2026-02-14T00:20Z [----] followers, [----] engagements
"@lostbutlucky Thanks fixed it using claude code on my phone. AI is great https://github.com/benedictbrady/prop-amm-challenge/pull/30 https://github.com/benedictbrady/prop-amm-challenge/pull/30"
X Link 2026-02-14T00:32Z [----] followers, [---] engagements
"@lostbutlucky Using Claude Code in the cloud and their mobile app"
X Link 2026-02-14T00:34Z [----] followers, [--] engagements
"New king of the AMM challenges has emerged @adrianleb put up a [---] on the Simple AMM and a [---] on the Prop AMM in quick succession and is now in first place on both"
X Link 2026-02-14T04:28Z [----] followers, [----] engagements
"threshold encryption as a solution to MEV introduces some pretty complicated game theory for the validator set as the system approaches the threshold everyone is incentivized to be the marginal signature that decrypts the state to gain a latency advantage for the next round"
X Link 2022-08-19T18:33Z [----] followers, [--] engagements
"@pythianism arbitrum controls all the transaction ordering through a centralized sequencer and there is no synchronous composability between rollups"
X Link 2022-09-02T00:12Z [----] followers, [--] engagements
"block building is about to become much more of a free market after the merge. since optimizing the block building algorithm is something of a race to the bottom you would expect builders to try other ideas to gain an edge 1/"
X Link 2022-09-12T01:13Z [----] followers, [--] engagements
"the ML models will remember who starred their github repos in the early days"
X Link 2022-09-23T19:08Z [----] followers, [--] engagements
"TIL the author of the popular websockets library in python is upset about the fact that the main application of his software is connecting to crypto exchanges"
X Link 2022-09-30T17:55Z [----] followers, [--] engagements
"whats the status on that rumor that the ftx matching engine was written in python is that going to come out in the bankruptcy process"
X Link 2022-11-14T19:03Z [----] followers, [--] engagements
"@mgnr_io how is it possible to work on a trading desk and not realize your YTD pnl is [---] billion dollars"
X Link 2022-11-15T02:15Z [----] followers, [--] engagements
"if you are an ftx creditor you are now forced to be long solana for the next [--] years [--] million new solana bag holders added overnight"
X Link 2022-11-17T00:36Z [----] followers, [---] engagements
"the serum design is not polished enough to be turned into a public utility. still too much room to build a better clob"
X Link 2022-11-28T20:23Z [----] followers, [--] engagements
"five years ago this month i interviewed to be the first intern at cumberland. bitcoin had just crossed 17k. look how far we've come since then"
X Link 2022-12-15T19:16Z [----] followers, [----] engagements
"paid $130 for an uber to newark and missed my flight ama"
X Link 2022-12-15T23:31Z [----] followers, [----] engagements
"sad day for polygon searchers https://www.theblock.co/post/201554/polygon-eyes-a-hard-fork-in-january-to-address-reorgs-and-gas-fee-issues-exclusiveutm_source=telegram1&utm_medium=social https://www.theblock.co/post/201554/polygon-eyes-a-hard-fork-in-january-to-address-reorgs-and-gas-fee-issues-exclusiveutm_source=telegram1&utm_medium=social"
X Link 2023-01-12T21:11Z [----] followers, 34.3K engagements
"aptos valued at roughly [--] billion dollars per user"
X Link 2023-01-26T19:55Z [----] followers, [----] engagements
"just setting up my slnmbl"
X Link 2023-01-27T19:25Z [----] followers, 22.3K engagements
"quant trading is basically just grepping log files and putting the timestamps into this website over and over again"
X Link 2023-03-01T23:02Z [----] followers, 46.2K engagements
"the optimal strategy for multiplying matrices is trying every combination of A @ B A.T @ B . etc until numpy stops throwing an error. this has never failed me"
X Link 2023-03-14T00:04Z [----] followers, [----] engagements
"excited for AGI so we can finally figure out which one is better CLOBs or AMMs"
X Link 2023-03-28T01:48Z [----] followers, [----] engagements
"the optimal ordering primitive is high throughout sub second full block auctions with a leader rotation that is as hard to predict into the future as possible all the effort put into fancy ordering research should be redirecting toward these engineering adjacent problems"
X Link 2023-05-04T00:54Z [----] followers, [----] engagements
"this is an interesting topic but with all due respect the biggest open problem in defi is why there are no users UPCOMING SPACE PART TWO of "LVR Reduction: The Biggest Open Problem in DeFi" 📅 Wed Aug [--] [--] PM PST / [--] PM EST Join @danrobinson researcher @paradigm; DeFi thinker/builder @0x94305; and SMG's @malleshpai and @maxresnick as they dive deeper into this challenging topic. https://t.co/3pNybYqieT UPCOMING SPACE PART TWO of "LVR Reduction: The Biggest Open Problem in DeFi" 📅 Wed Aug [--] [--] PM PST / [--] PM EST Join @danrobinson researcher @paradigm; DeFi thinker/builder @0x94305; and SMG's"
X Link 2023-08-15T03:02Z [----] followers, 17.6K engagements
"trader: i consent LP: i consent guy who does mechanism design: isnt there somebody you forgot to ask"
X Link 2023-08-16T23:13Z [----] followers, 28.4K engagements
"@ellipsis_labs @ElectricCapital @robotventures @anagramxyz @toly @keoneHD notable angels that didnt get a look: benedict"
X Link 2023-08-17T16:26Z [----] followers, [----] engagements
"the only thing that could make friend tech better is one billion dollars of vc investment in intents based suave style decentralized sequencer architecture"
X Link 2023-08-20T16:04Z [----] followers, [----] engagements
"if you were only shown this chart you would be surprised to learn that over 70% of uniswap volume now goes through [--] builders and the rest get 5% or less"
X Link 2023-09-05T18:52Z [----] followers, [----] engagements
"uniswap: trading for hot people"
X Link 2023-09-22T02:09Z [----] followers, 13.2K engagements
"@GwartyGwart this is how you know gwart doesnt work at paradigm"
X Link 2023-09-30T15:15Z [----] followers, [----] engagements
"solana has great ux but the resource pricing is trivially exploitable and this is still the largest thing holding it back even after two years of improvements around the edges"
X Link 2023-11-28T19:17Z [----] followers, [----] engagements
"solana on chain users are going to keep spiking as the price continues to go up which means the block saturation issue is going to become the dominant constraint on the ux the community should consider some emergency stop gaps such as raising the base fee or cu limit"
X Link 2023-12-21T18:39Z [----] followers, [----] engagements
"someone should release an airdrop on the epoch boundary. lets see what this thing is really made of"
X Link 2024-01-31T21:58Z [----] followers, [----] engagements
"CLOBs AMMs 1/ We're excited to announce our $20M Series A led by @paradigm to further our mission of building a sustainable DeFi ecosystem. https://t.co/ahtWEZWX8H 1/ We're excited to announce our $20M Series A led by @paradigm to further our mission of building a sustainable DeFi ecosystem. https://t.co/ahtWEZWX8H"
X Link 2024-04-04T14:40Z [----] followers, [----] engagements
"@0xEdgar obama doesnt normally trade on solana. but when he does he uses phoenix"
X Link 2024-04-04T15:34Z [----] followers, [----] engagements
"ranking the reasons to do multiple proposers in order of how compelling they are [--]. censorship resistance for OFAC txs [--]. improving tx latency by distributing leaders more widely around the globe [--]. censorship resistance for auctions [--]. enforcing priority ordering"
X Link 2024-07-31T01:22Z [----] followers, [----] engagements
"sentiment around composability is at an all time low but in a few years it will be clear that composability is one of the few reasons that defi is more powerful than cefi"
X Link 2024-09-05T18:07Z [----] followers, [----] engagements
"As for what's next I'm starting a new company in San Francisco. The world is being reshaped by large language models and there's significant work ahead in determining how they'll interact with financial products"
X Link 2025-01-24T20:58Z [----] followers, [---] engagements
"switching from sonnet [---] to [---] is kind of like spending all day talking to a dumb intern and then suddenly they get swapped for a new dumb intern that is 2x more eager but roughly equally as dumb"
X Link 2025-02-28T03:56Z [----] followers, [----] engagements
"excited to announce my new company meridian. over the next few years llms are going to redefine how we interact with every piece of software in our lives and crypto is no exception Introducing Meridian the next generation interface for financial markets. https://t.co/meaJNAAufF Introducing Meridian the next generation interface for financial markets. https://t.co/meaJNAAufF"
X Link 2025-03-04T16:53Z [----] followers, 39K engagements
"i support SIMD-228 because i have some unstaked SOL on coinbase and it's getting slow rugged by the insanely high inflation rate"
X Link 2025-03-08T00:20Z [----] followers, [----] engagements
"eight years ago i wrote an article about the dominant strategy for march madness brackets that is still true today the basic idea is that the majority of the variance of your score is determined by who you pick as the winner. but this doesn't mean you should pick the best team"
X Link 2025-03-18T21:05Z [----] followers, [----] engagements
"one thing ive noticed after four months in SF is that there are an alarming number of companies that are basically a database connected to a kind of confusing gui and they all have 400M+ revenue and the founders are celebrities"
X Link 2025-04-08T00:26Z [----] followers, [----] engagements
"the meridian team has doubled from [--] to [--] over the past month and we're planning to double again by july we're ramping up to fine-tune task-specific models over the summer all in service of delivering top-notch consumer experiences. if you're bored at your job shoot me a DM"
X Link 2025-04-15T20:33Z [----] followers, [----] engagements
"made it on the graphic for the first time We are excited to announce that @untolabs has raised $14.4 million in funding from @ElectricCapital and @hiFramework to build Thru a next generation base layer blockchain. To bring L1 blockchain performance to parity with global scale applications it takes more than putting a https://t.co/T8sgzGPRmR We are excited to announce that @untolabs has raised $14.4 million in funding from @ElectricCapital and @hiFramework to build Thru a next generation base layer blockchain. To bring L1 blockchain performance to parity with global scale applications it takes"
X Link 2025-04-29T17:47Z [----] followers, [----] engagements
"got to know pb and the perpl team during my time at ergonia. theyre incredibly sharp and im excited to back them even if they leave me off the graphic Excited to announce our $9.25M funding round led by @dragonfly_xyz @ErgoniaTrading and other leading investors. Perpl is handcrafted with knowledge from decades of market-making expertise and advanced EVM engineering. https://t.co/2dNmDnJJWt Excited to announce our $9.25M funding round led by @dragonfly_xyz @ErgoniaTrading and other leading investors. Perpl is handcrafted with knowledge from decades of market-making expertise and advanced EVM"
X Link 2025-05-13T17:45Z [----] followers, [----] engagements
"permissionless asset issuance leads to interesting new innovations but also makes it impossible for average users to stay on top of the asset universe this is the first step of many toward making that more legible Meridian Indices We spent the last week retooling our intelligence engine to categorize the world of investable assets. Today we are launching the first comprehensive market map of Solana Automatically categorized and rebalanced on the fly https://t.co/ENVH8Fu0Em Meridian Indices We spent the last week retooling our intelligence engine to categorize the world of investable assets."
X Link 2025-07-23T15:10Z [----] followers, [----] engagements
"stablecoins are also dominated by dark amms"
X Link 2025-08-03T21:31Z [----] followers, [----] engagements
"probably only a matter of time before active liquidity entirely outcompetes passive liquidity (surprised it took this long)"
X Link 2025-08-03T21:31Z [----] followers, [----] engagements
"this is notoriously a bit hard to estimate but here is my best guess based on a lot of previous experience seems like HumidiFi has the best fairs and someone has figured out how to pick off the jupiter perp product on big moves @bqbrady Any data on profitability @bqbrady Any data on profitability"
X Link 2025-08-03T22:56Z [----] followers, 15.5K engagements
"incredibly fast + good at instruction following is the most underrated combination for llms everyone is building guis for async multi-agent use but revealed preference of users is that they want to move through tasks serially and quickly"
X Link 2025-08-05T23:58Z [----] followers, [----] engagements
"dark amms are a perfect example of an idea that can only organically emerge on a permissionless composable execution environment sentiment around composability is at an all time low but in a few years it will be clear that composability is one of the few reasons that defi is more powerful than cefi sentiment around composability is at an all time low but in a few years it will be clear that composability is one of the few reasons that defi is more powerful than cefi"
X Link 2025-08-06T22:03Z [----] followers, [----] engagements
"this along with the closed source nature of the contract and a few other advantages makes them much harder to pick off on large moves allowing them to quote tighter spreads than was possible before. additionally dark amms can update prices for multiple markets simultaneously improving over the existing status quo"
X Link 2025-08-08T17:45Z [----] followers, [----] engagements
"pretty sure there will be a ton of money made building RL environments for crypto over the next 2-3 years well defined action space + perfectly verifiable outcomes if you are working on something in this space please reach out"
X Link 2025-08-10T19:18Z [----] followers, [----] engagements
"going to write something up this week comparing the various order flow sources and routers on solana. if you have any topics you are curious about my dms are open"
X Link 2025-08-12T20:03Z [----] followers, [----] engagements
"imagine you are buying a new sweatshirt with stripe and just as you are about to check out wintermute lands a bundle on stripe chain and sweeps the entire remaining inventory"
X Link 2025-08-13T00:49Z [----] followers, [----] engagements
"new onboarding flow coming to the meridian app someone asked me how to buy solana so i made it really easy https://t.co/YbwsbmVaLk someone asked me how to buy solana so i made it really easy https://t.co/YbwsbmVaLk"
X Link 2025-08-13T22:00Z [----] followers, [----] engagements
"solana defi is the most interesting market structure in the world NEW GWART SHOW W/ @bqbrady "The first rule of trading is you want to go to the markets where retail is the most present because retail creates price inefficiencies." âš¡ @JupiterExchange is too big to fail âš¡ MEV & Order Flow âš¡ AI Agent trading Presented by @Ellipsis_Labs https://t.co/RYhhHFNwiX NEW GWART SHOW W/ @bqbrady "The first rule of trading is you want to go to the markets where retail is the most present because retail creates price inefficiencies." âš¡ @JupiterExchange is too big to fail âš¡ MEV & Order Flow âš¡ AI Agent"
X Link 2025-08-17T17:14Z [----] followers, [----] engagements
"we need someone from the OG forgotten era of solana defi to do a podcast about the [----] market structure when wintermute was picking off alameda on serum"
X Link 2025-08-17T20:26Z [----] followers, [----] engagements
"this has to be the highest ratio of mercenaries to missionaries starting companies ever no passion or deep insight required just need to find a nice legacy business function to automate and out execute everyone"
X Link 2025-08-19T23:42Z [----] followers, [----] engagements
"pt. 4: phantom and jupiter order flow phantom is the dominant retail front end for (non pump dot fun) trading on solana with roughly 100k swappers a day they route trades between the three major aggregators and a small but growing RFQ integration"
X Link 2025-08-23T18:20Z [----] followers, 22.9K engagements
"reran the prop amm data for this month seems like they are doing quite well with the volatility"
X Link 2025-08-23T21:53Z [----] followers, 19K engagements
"pt. 5: aggregator execution quality by popular demand I looked at all the SOL/USDC trades through phantom that hit aggregators over the past [---] weeks after subtracting out the [--] bp fee this is a good sample for execution quality since it is certainly non toxic below is the average execution quality (in bps) vs a fair price seems dflow has the clear best execution at larger sizes for users"
X Link 2025-08-24T18:09Z [----] followers, 36.9K engagements
"i'm hiring a quant to work directly with me to better understand solana market structure (and much more) if you are passionate about the intersection of trading and AI please reach out"
X Link 2025-08-25T20:05Z [----] followers, 19.2K engagements
"looking at the data and it appears zero axiom traders have swapped SOL for USDC this week or vice versa"
X Link 2025-08-25T23:54Z [----] followers, [----] engagements
"even the most random parts of sf are so pretty"
X Link 2025-08-26T05:35Z [----] followers, [----] engagements
"this is the natural evolution of the market structure. there is no reason to give toxic takers an easy way to construct jupiter transactions no more working self-hosted aggregator on soylana😠https://t.co/aOG4J7wLEo no more working self-hosted aggregator on soylana😠https://t.co/aOG4J7wLEo"
X Link 2025-08-26T18:06Z [----] followers, [----] engagements
"there have to be fewer than [---] people looking at these mev/tip accounts on solscan all day obvious opportunity to sell targeted nozomi/bloxroute/helius ads instead of whatever slop they are advertising now"
X Link 2025-08-26T22:48Z [----] followers, [----] engagements
"Mapping Retail Volume Today we are publishing a dashboard to track the volume of three of the major sources of retail activity on Solana You can also click in to understand what assets retail market participants are buying and selling (link below)"
X Link 2025-08-27T16:54Z [----] followers, [----] engagements
"i'm going to be in nyc next week i have a few more slots open for coffee if you want to chat about market microstructure or AI or anything in between"
X Link 2025-08-27T18:13Z [----] followers, [----] engagements
"how top heavy are retail interfaces below is the breakdown for the top platforms on solana over the past week. pretty surprised jupiter ultra is so concentrated (one guy who punts huge SOL/USDC clips drove 5% of the volume) data shows the percentage of weekly volume attributed to the top N wallets"
X Link 2025-08-28T16:02Z [----] followers, [----] engagements
"axiom users wont notice this exploit. they are already used to getting their wallet drained every time they send a transaction"
X Link 2025-09-08T18:20Z [----] followers, [----] engagements
"there is quite a lot of USDC on solana being held in protocols vaults and exchanges giving up free yield to circle for a commoditized service Warming up to the idea that Solana should enshrine a stablecoin 50% burn of the yield goes back to burning SOL Warming up to the idea that Solana should enshrine a stablecoin 50% burn of the yield goes back to burning SOL"
X Link 2025-09-10T18:40Z [----] followers, 16.7K engagements
"why is there no bridged HYPE on solana"
X Link 2025-09-11T19:10Z [----] followers, 33.9K engagements
"ran the prop amm pnl for the past week (SOL/USDC) seems like even with the spike in volatility the edge is slowly compressing. also seeing new players slowly enter the market"
X Link 2025-09-12T21:40Z [----] followers, 14.6K engagements
"we are looking to open up the meridian beta to 50-100 more people we now have - apply pay debit card onramp (credit card soon) - user profiles - build your first portfolio i will pay you 10% the size of your deposit for [--] minutes of your time details below"
X Link 2025-09-23T18:37Z [----] followers, 12.4K engagements
"JIT routing will meaningfully improve user execution on Solana. Meridian is happy to be using DFlow routing under the hood. More teams should be looking into JIT routing for prop amms https://t.co/hjVrIzSP4W https://t.co/hjVrIzSP4W"
X Link 2025-09-25T20:45Z [----] followers, 11.7K engagements
"So everyone is complaining about Binance this week and glossing over the fact that [--]. Hyperliquid is also closed source [--]. Hyperliquid users got liquidated much more severely than the Cefi users Im no fan on Binance but Im not sure why this event was bullish for Hyperliquid"
X Link 2025-10-14T20:13Z [----] followers, 18.3K engagements
"Any crypto asset you want you can buy on Solana"
X Link 2025-10-16T03:16Z [----] followers, 13K engagements
"Solana should be the easiest place to trade any asset in the world. I've been tracking the top crypto assets and stocks. Lots of progress is being made but still more work to do (Caveat: some of these have horrible liquidity and XStocks do not have real governance rights)"
X Link 2025-10-21T00:33Z [----] followers, 61.3K engagements
"The best crypto apps over the next 1-2 years will commoditize the underlying blockchains (see fomo etc) The tech stack has matured enough between data infra embedded wallets and bridges A second order effect of this is going to be a lot of repricing"
X Link 2025-10-30T20:15Z [----] followers, [----] engagements
"Someone just ripped through the book and bought $300k of ZEC at $600 on Solana https://solscan.io/tx/66bcRt4nqZiJUt2cAyFAGfoK4b9fitN3Z8o446y4ETbTaXYz7mFbvoqwsawQbBxqHnhxAzMTzGjkKwhWjwt2aMH7 https://solscan.io/tx/66bcRt4nqZiJUt2cAyFAGfoK4b9fitN3Z8o446y4ETbTaXYz7mFbvoqwsawQbBxqHnhxAzMTzGjkKwhWjwt2aMH7"
X Link 2025-11-04T05:02Z [----] followers, 59.7K engagements
"I have known @niteshnath since we worked together at DRW years ago and have been actively following the evolution of DFlow The best trading apps demand execution built by top tier professional traders. Excited to have DFlow routing live in Meridian Best execution is live in @meridian. Meridian's iOS app makes on-ramp easy and DeFi trading intelligent. Get algorithmic market updates a chat input to schedule complex trades & portfolio insights from your Meridian agent. More liquidity powered by DFlow JIT Routing. https://t.co/vShJmbfGcq Best execution is live in @meridian. Meridian's iOS app"
X Link 2025-11-06T17:21Z [----] followers, 14.3K engagements
"Solana is still the best backend for consumer finance apps I talk to teams every week who are building infrastructure behind the scenes that will improve the core Meridian product. Incredibly valuable tailwind Building the full financial stack in-house is a mistake"
X Link 2025-11-12T20:14Z [----] followers, 133.1K engagements
"The day Monad launches many Solana users will turn to centralized exchanges or bridging to trade MON unless there is a liquid MON market on day one No reason Solana should be falling behind centralized exchanges with respect to listings why is there no bridged HYPE on solana why is there no bridged HYPE on solana"
X Link 2025-11-14T03:24Z [----] followers, 28.7K engagements
"Ten years ago everyone was worried Google would discover AGI. Then we had a half decade of misdirection and now on Tuesday Google is going to unveil AGI. Life comes full circle the model must be good because the google people have adapted the oai culture of vagueposting and hushed rumors and sending really weird texts the model must be good because the google people have adapted the oai culture of vagueposting and hushed rumors and sending really weird texts"
X Link 2025-11-16T00:30Z [----] followers, [----] engagements
"My favorite part of the gwart show is when the guest gives @rajivpoc an unsolicited shoutout for [--] seconds in the middle of every episode"
X Link 2025-11-17T01:33Z [----] followers, [----] engagements
"Last week we kicked off our Meridian interview series. Not your traditional crypto content. Focused purely on bridging the gap between crypto projects and our retail investors First in a long series stay tuned INVEST INTELLIGENTLY At Meridian we make sure you understand the assets you trade Last week we had @0xSoju drop by our office to chat about the newly launched MET token from the Meteora team Interview dropping later this week https://t.co/wa8bXcDrIy INVEST INTELLIGENTLY At Meridian we make sure you understand the assets you trade Last week we had @0xSoju drop by our office to chat about"
X Link 2025-11-17T23:49Z [----] followers, [----] engagements
"You cant credibly claim that crypto is upgrading the antiquated financial system if crypto trades have 100x higher fees than equity trades"
X Link 2025-11-18T19:45Z [----] followers, [----] engagements
"I wrote about how the Sweet Sixteen is disproportionally chalk: http://harvardsportsanalysis.org/2016/03/the-sweet-16-the-chalkiest-round-of-march-madness/ http://harvardsportsanalysis.org/2016/03/the-sweet-16-the-chalkiest-round-of-march-madness/"
X Link 2016-03-24T19:25Z [----] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing