# ![@0xEfficient Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1291701509718073349.png) @0xEfficient Efficient Meerkat

Efficient Meerkat posts on X about money, solana, ethereum, crypto the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1291701509718073349/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1291701509718073349/c:line/m:interactions.svg)

- [--] Week [-------] -97%
- [--] Month [----------] +2,452,618%
- [--] Months [----------] +335,544%
- [--] Year [----------] +19,437%

### Mentions: [--] [#](/creator/twitter::1291701509718073349/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1291701509718073349/c:line/m:posts_active.svg)


### Followers: [-----] [#](/creator/twitter::1291701509718073349/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1291701509718073349/c:line/m:followers.svg)

- [--] Week [---] +0.85%
- [--] Month [---] +0.56%
- [--] Months [---] -3.30%
- [--] Year [---] +13%

### CreatorRank: undefined [#](/creator/twitter::1291701509718073349/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1291701509718073349/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  [finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [celebrities](/list/celebrities)  [countries](/list/countries)  [currencies](/list/currencies)  [nfts](/list/nfts)  [automotive brands](/list/automotive-brands)  [social networks](/list/social-networks) 

**Social topic influence**
[money](/topic/money), [solana](/topic/solana), [ethereum](/topic/ethereum), [crypto](/topic/crypto), [bitcoin](/topic/bitcoin), [ai](/topic/ai), [inflation](/topic/inflation), [finance](/topic/finance), [quant](/topic/quant), [agents](/topic/agents)

**Top assets mentioned**
[Solana (SOL)](/topic/solana) [Ethereum (ETH)](/topic/ethereum) [Bitcoin (BTC)](/topic/bitcoin) [Quant (QNT)](/topic/quant) [USDC (USDC)](/topic/usdc) [Bored Ape Yacht Club (boredapeyachtclub)](/topic/bored-ape-yacht-club) [Numeraire (NMR)](/topic/$nmr) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Friend.tech (FRIEND)](/topic/friendtech) [dogwifhat (WIF)](/topic/dogwifhat)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@RaoulGMI Im surprised you havent covered the BIS unified ledger aka global central bank permissioned ethereum fork. Seems to me establishment strategy is make permissionless DeFi the black market and just have bitcoin etfs and central bank ethereum"  
[X Link](https://x.com/0xEfficient/status/1676356673840226304)  2023-07-04T22:25Z [---] followers, [--] engagements


"@PriapusIQ Why retail its most institutional money managers underperforming too"  
[X Link](https://x.com/0xEfficient/status/1699138947618857199)  2023-09-05T19:14Z [---] followers, [--] engagements


"@ASX1500 @Seasoner19 But they can still kick that can down the road another decade or two with stimulus and just let the FX rate take a hit"  
[X Link](https://x.com/0xEfficient/status/1699681237290602568)  2023-09-07T07:09Z [---] followers, [---] engagements


"@matt_barrie seems to be the only way this goes down. aussies need to get poorer. the FX rate is the path of least resistance which will mean stubborn inflation rate and higher than normal rates to defend it and properdee punters take the hit in real terms"  
[X Link](https://x.com/0xEfficient/status/1700439011012272288)  2023-09-09T09:20Z [---] followers, [---] engagements


"@AnyonCurve Or that trading FX teaches that for all markets you are implicitly bullish something and bearish something else. Benchmark is ultimately cashflow in your liability currency. You sell cash to buy S&P500. You are long the cash/equity exchange rate"  
[X Link](https://x.com/0xEfficient/status/1701450128161476706)  2023-09-12T04:18Z [---] followers, [--] engagements


"@matt_barrie Vegemite exchange rate fair value index says Aussie dollar overvalued vs sterling"  
[X Link](https://x.com/0xEfficient/status/1706277679799120064)  2023-09-25T12:01Z [---] followers, [--] engagements


"@PhilJBonello ser you obviously dont know anything about Australia this been sustained for decades"  
[X Link](https://x.com/0xEfficient/status/1706886084754563486)  2023-09-27T04:18Z [---] followers, [--] engagements


"@PhilJBonello agree. just making a flippant remark on the state of the australian property market. for over a decade people been saying its unsustainable even when measured relative to incomes or when measured relative to past average and it just keeps going relentlessly"  
[X Link](https://x.com/0xEfficient/status/1706894833212862935)  2023-09-27T04:53Z [---] followers, [--] engagements


"@DrCameronMurray Because it can plausibly claim to be investing in fintech rather than just outright encouraging irresponsible lending obviously"  
[X Link](https://x.com/0xEfficient/status/1709172529943007735)  2023-10-03T11:44Z [---] followers, [---] engagements


"@NorthRockLP ethbtc getting killed because no one expects btc etf to disappoint. what happens when bitcoin spot etf disappoints"  
[X Link](https://x.com/0xEfficient/status/1711906254606811493)  2023-10-11T00:47Z [---] followers, [---] engagements


"@RaoulGMI agree. everyone selling eth after seeing demand for futures etf isnt considering the possibility that this lack of demand may be generalised and the bitcoin spot etf will disappoint as well on launch"  
[X Link](https://x.com/0xEfficient/status/1712992520018538701)  2023-10-14T00:43Z [---] followers, [--] engagements


"@antiprosynth @AutismCapital wen ser feeling like down only ad infinitum"  
[X Link](https://x.com/0xEfficient/status/1715326795535561155)  2023-10-20T11:19Z [---] followers, [--] engagements


"@PhilJBonello @AlgodTrading conceptually similar idea to @numerai except more general distributed AI. numerai has distributed model building (miner) and model staking (implicit validator) functions as well. the customer (numerai) delegates the validation to the stake weight which determines best output"  
[X Link](https://x.com/0xEfficient/status/1717015481876701291)  2023-10-25T03:09Z [---] followers, [--] engagements


"@quant_arb sir"  
[X Link](https://x.com/0xEfficient/status/1728228613324263670)  2023-11-25T01:46Z [---] followers, [--] engagements


"@macrocephalopod @liquiditygoblin sir this looks a lot like a typical quant research group meeting at the sort of institutions managing our pension money"  
[X Link](https://x.com/0xEfficient/status/1730161484339236985)  2023-11-30T09:46Z [---] followers, [--] engagements


"@iamDCinvestor @sassal0x @l2beat or they just need to know that solana is roughly as decentralised and reliable as ethereum and then never have to think about the nerd stuff again"  
[X Link](https://x.com/0xEfficient/status/1730914886686040082)  2023-12-02T11:40Z [---] followers, [---] engagements


"@RyanSAdams you spend all this time basing your rebuttal to @santiagoroel on the fact that ethereum is a profitable chain & solana isnt (revenue expenses) whilst ignoring the fact that this was not the case for ethereum for many years 🤔"  
[X Link](https://x.com/0xEfficient/status/1732254943980159450)  2023-12-06T04:25Z [---] followers, [--] engagements


"@macrocephalopod also concave payoff profile strategies in equities since july [--] should not have that return profile unless youre unbelievably lucky"  
[X Link](https://x.com/0xEfficient/status/1733198684316450913)  2023-12-08T18:55Z [---] followers, [---] engagements


"@macrocephalopod @goodalexander sirisnt the boring case like almost the entire professional asset management industry"  
[X Link](https://x.com/0xEfficient/status/1733199030023569731)  2023-12-08T18:57Z [---] followers, [----] engagements


"@TrustlessState @BanklessHQ @jito_sol @tensor_hq @JupiterExchange bullish signal for eth"  
[X Link](https://x.com/0xEfficient/status/1737242976294965649)  2023-12-19T22:46Z [---] followers, [--] engagements


"@ChainLinkGod @QwQiao @VitalikButerin @iamDCinvestor this is it. how is the world of l1 chains different in complexity to the world of eth l2s in fact its probably more complex and bridging etc is harder. delusional to think everyone is just going to sit on solana forever and that network will provide for all their wants/needs"  
[X Link](https://x.com/0xEfficient/status/1743149980398030876)  2024-01-05T05:58Z [---] followers, [---] engagements


"@0xdoug players making themselves visible. its not just crypto vs tradfi. asset managers want to cut out banks / expensive inefficient intermediaries hence crypto (btc etf first step in plan). banks see threat so seek convenient (unholy) political alliance (warren et al) to ward it off"  
[X Link](https://x.com/0xEfficient/status/1746038859950116938)  2024-01-13T05:17Z [---] followers, [--] engagements


"@0xMert_ asset management with 20+% margins is the most obvious. but defi hasnt made a dent yet"  
[X Link](https://x.com/0xEfficient/status/1750328682215030841)  2024-01-25T01:24Z [---] followers, [---] engagements


"@AdrianoFeria @Rewkang sir etf whisperer @JSeyff himself said only 60% prob of eth etf approval"  
[X Link](https://x.com/0xEfficient/status/1752210299888025608)  2024-01-30T06:01Z [---] followers, [---] engagements


"@ASX1500 @bluewolfpack1 these numbers 🙃"  
[X Link](https://x.com/0xEfficient/status/1754766526044147877)  2024-02-06T07:18Z [---] followers, [--] engagements


"@ASX1500 @bluewolfpack1 hempton is playing you for a fool sir. just buy msci acwi etf"  
[X Link](https://x.com/0xEfficient/status/1754767295950496131)  2024-02-06T07:21Z [---] followers, [--] engagements


"@biancoresearch i dont understand why one ETF would be classified as degen and another as allocator. is there not another reason for this difference in flows most brokerages will allow a financial advisor doing a strategic asset allocation to trade any fund available on the exchange no"  
[X Link](https://x.com/0xEfficient/status/1759509291596439796)  2024-02-19T09:24Z [---] followers, [----] engagements


"@biancoresearch SPY has higher expense ratio & is generally more liquid with tighter bid/ask spreads. so the fact one is used by short term traders vs long term investors prob has less to do with Vanguard. its just a function of these hard (cost & liquidity) properties of each etf alone"  
[X Link](https://x.com/0xEfficient/status/1759511826252050790)  2024-02-19T09:34Z [---] followers, [--] engagements


"@dotkrueger there is no evidence to suggest that its the brand name variable like vanguard that is the predictor for allocator vs trader. its much more likely to do with expense ratio and liquidity of each etf in isolation"  
[X Link](https://x.com/0xEfficient/status/1759514426141724764)  2024-02-19T09:45Z [---] followers, [---] engagements


"@Chr333z @blknoiz06 @numerai is a data science game to develop AI for a hedge fund"  
[X Link](https://x.com/0xEfficient/status/1759705892847759687)  2024-02-19T22:25Z [---] followers, [---] engagements


"@parmarsuraj99 @xissaxknife @numerai @richardcraib yes sounds great. only problem is the tremendous power that comes with a monopoly on intelligence is a corrupting force. you end up never being willing to actually give up control"  
[X Link](https://x.com/0xEfficient/status/1760392340399886398)  2024-02-21T19:53Z [---] followers, [--] engagements


"@parmarsuraj99 @Prutyke @corr_lator @numerai see @TheBittensorHub for the generalisation of the conceptual structure"  
[X Link](https://x.com/0xEfficient/status/1760392743610994785)  2024-02-21T19:55Z [---] followers, [--] engagements


"@sassal0x is going lower against btc again"  
[X Link](https://x.com/0xEfficient/status/1764852242547699930)  2024-03-05T03:15Z [---] followers, [--] engagements


"@numerai the OG AI x Crypto My latest article on @BanklessHQ: "The AI x Crypto Cycle" Two adjacent industries come together in a perfect storm. Read👇 https://t.co/cxqUzpCNcS My latest article on @BanklessHQ: "The AI x Crypto Cycle" Two adjacent industries come together in a perfect storm. Read👇 https://t.co/cxqUzpCNcS"  
[X Link](https://x.com/0xEfficient/status/1765517032131584351)  2024-03-06T23:17Z [---] followers, [---] engagements


"@cburniske @numerai @richardcraib look at him thats my quant. my quantitative my math specialist. look at him you notice anything different about him look at his face"  
[X Link](https://x.com/0xEfficient/status/1766620380629029254)  2024-03-10T00:21Z [---] followers, 11.4K engagements


"@cburniske @numerai @richardcraib you dont bet against this quant. study the meta model. study a utility token used in a growing financial machine learning competition platform used by a hedge fund in a specialised instantiation of a general distributed AI concept to actually manage money in the real world"  
[X Link](https://x.com/0xEfficient/status/1766659221914091650)  2024-03-10T02:55Z [---] followers, [---] engagements


"@bluewolfpack1 sir dont you realise this is a sPecUlaTive aTtacK oN ThE dOllaR. bitcoin is going to be greater than golds market cap in [--] months and usher in a new world order. its over for usd hegemony and youre shorting it"  
[X Link](https://x.com/0xEfficient/status/1767893924268700113)  2024-03-13T12:42Z [---] followers, [--] engagements


"@econoar @AdrianoFeria you eth maxis keep talking about how eth isnt dead just because its price is up in a crypto bull market. my brothers in christ xrp is up 100% in [--] year as well. what matters is eth/btc and it has gone up like a lead balloon"  
[X Link](https://x.com/0xEfficient/status/1768763122515579343)  2024-03-15T22:16Z [---] followers, [---] engagements


"reaching point where there are no more eth sellers left. no more bankruptcy/miner sales. every left curve degen has rotated to alt-l1s every midwit has sold etf news and genz fear every right curver rotated big parts of port to alt-l1s at sol lows and played into the genz fear SEC lawsuit against coinbase was the pico bottom tick at $55 $COIN now trades at $240 $ETH is currently at $3100 so my math says $12k new all time highs by the time they lose this in court SEC lawsuit against coinbase was the pico bottom tick at $55 $COIN now trades at $240 $ETH is currently at $3100 so my math says"  
[X Link](https://x.com/0xEfficient/status/1770545771185889650)  2024-03-20T20:19Z [---] followers, [---] engagements


"eth sentiment cant get much worse. entities who need to sell have sold. more uses for eth as crypto money coming down the pike. eth getting clarity regarding commodity status & going to get an etf this year. unless eth is actually dead market giving us incredible opportunity"  
[X Link](https://x.com/0xEfficient/status/1770595841692373350)  2024-03-20T23:38Z [---] followers, [--] engagements


"@sassal0x grewal has already said they would. follow @econoar"  
[X Link](https://x.com/0xEfficient/status/1770597044794896774)  2024-03-20T23:43Z [---] followers, [---] engagements


"@sassal0x SECmiddle word elons"  
[X Link](https://x.com/0xEfficient/status/1770600505729069292)  2024-03-20T23:57Z [---] followers, [--] engagements


"@kamikaz_ETH get in here @NorthRockLP"  
[X Link](https://x.com/0xEfficient/status/1770651944757145694)  2024-03-21T03:21Z [---] followers, [---] engagements


"@econoar no not nation states. eth as commodity money like bitcoin is not direct threat to fiat it just imposes discipline on fiat tokenomics. otoh ethereum the network with stablecoins is a direct threat to financial system intermediaries like banks"  
[X Link](https://x.com/0xEfficient/status/1770716597352530370)  2024-03-21T07:38Z [---] followers, [--] engagements


"im so confused. if the eth etf is going to be denied and the genz is going to declare eth a security then why does number go up"  
[X Link](https://x.com/0xEfficient/status/1770740209245679698)  2024-03-21T09:12Z [---] followers, [--] engagements


"this is a classic mistake non-finance people make with @numerai. s&p500 benchmark for a market neutral fund makes no sense the benchmark is cash+ or a market neutral hedge fund index like Aurum quant equity since this is pure alpha and is uncorrelated to s&p500 by design Numerai is a crowd-sourced AI hedge fund. They paid $72002141 to data scientists to beat the market. Despite these efforts since [----] it has underperformed the S&P500. Why is trading the hardest problem in the world https://t.co/vx0X8NqFZz Numerai is a crowd-sourced AI hedge fund. They paid $72002141 to data scientists to"  
[X Link](https://x.com/0xEfficient/status/1770878859220865149)  2024-03-21T18:23Z [---] followers, [---] engagements


"@pedma7 s&p500 is not the benchmark for a market neutral quant equity fund. numerai has outperformed quant equity funds"  
[X Link](https://x.com/0xEfficient/status/1770879760803238108)  2024-03-21T18:26Z [---] followers, [---] engagements


"@sisSoftware are you saying numerai underperforming the s&p500 is evidence that stock market returns are random"  
[X Link](https://x.com/0xEfficient/status/1770986727886524546)  2024-03-22T01:31Z [---] followers, [---] engagements


"@PtrPomorski @pedma7 what do you mean: they had a good run though till some time. they are still doing at least as well as the average quant equity fund that thread is garbage written by a larp"  
[X Link](https://x.com/0xEfficient/status/1771067336642171307)  2024-03-22T06:52Z [---] followers, [--] engagements


"@therobotjames @jNi9a @pedma7 they legged into their full risk allocation (gross leverage) gradually and happened to get fully exposed just before the drawdown which makes the drawdown look relatively bigger than it does in simulation at full risk target. drawdown is apparently consistent with backtests too"  
[X Link](https://x.com/0xEfficient/status/1771073127872655743)  2024-03-22T07:15Z [---] followers, [--] engagements


"@therobotjames @jNi9a @pedma7 in spite of this they are still looking at least as good as an investment in any other quant equity fund but will be capable of producing this at a lower cost than traditional funds if the distributed model works"  
[X Link](https://x.com/0xEfficient/status/1771073849066479729)  2024-03-22T07:18Z [---] followers, [--] engagements


"Emad Mostaque busy creating an account @numerai as we speak Not going to beat centralized AI with more centralized AI. All in on #DecentralizedAI Lots more 🔜 Not going to beat centralized AI with more centralized AI. All in on #DecentralizedAI Lots more 🔜"  
[X Link](https://x.com/0xEfficient/status/1771616779988517364)  2024-03-23T19:15Z [---] followers, [---] engagements


"@iamDCinvestor why would most of the L2 activity be in eth and not eventually just usdc"  
[X Link](https://x.com/0xEfficient/status/1774195456119345295)  2024-03-30T22:02Z [---] followers, [--] engagements


"from brian brooks self-driving banks article in the @FT to trad-fi presentations like this saying blackrock can be biggest asset manager on most credibly neutral blockchain. banks see the writing on the wall which is why theyre getting the genz & warren to do their bidding Slowly then all at once https://t.co/haoFxEFewC Slowly then all at once https://t.co/haoFxEFewC"  
[X Link](https://x.com/0xEfficient/status/1777850367109419213)  2024-04-10T00:05Z [---] followers, [---] engagements


"@BanklessHQ @EMostaque @StabilityAI yo @EMostaque wen advisor role at @numerai"  
[X Link](https://x.com/0xEfficient/status/1778251255703622086)  2024-04-11T02:38Z [---] followers, [--] engagements


"@ScottPh77711570 @G0rilla117 for sure. [--] letter designations associated with formal education are worth something. mostly to create more convincing grifts rather than actually outperform (e.g. super smart respectable looking dude is saying super smart things which connect together in a compelling story)"  
[X Link](https://x.com/0xEfficient/status/1781475761049960670)  2024-04-20T00:11Z [---] followers, [--] engagements


"@RaoulGMI please stop saying you add growth in balance sheet to inflation rate to get 12% hurdle. it does not make sense to add them. you cant exchange more than 100% of your cash for either assets or goods"  
[X Link](https://x.com/0xEfficient/status/1781481886944264448)  2024-04-20T00:35Z [---] followers, [--] engagements


"@adamscochran coch likes the snx"  
[X Link](https://x.com/0xEfficient/status/1781863061797904741)  2024-04-21T01:50Z [---] followers, [----] engagements


"@LynAldenContact only thing that makes house attractive investment relative to other assets is that you can leverage 10x and not get liquidated by price volatility"  
[X Link](https://x.com/0xEfficient/status/1782894234711818329)  2024-04-23T22:08Z [---] followers, [--] engagements


"@SantiagoAuFund if you think of every position as a long vs short (like in fx) then it changes your perspective. is most of the variance explained by the short side or the long side e.g. in fx its the usd specific side of the exchange rate that usually explains most of variance"  
[X Link](https://x.com/0xEfficient/status/1784800839858819324)  2024-04-29T04:24Z [---] followers, [---] engagements


"@econoar but sir ansem said its not happening and that eth is just in a slow death spiral"  
[X Link](https://x.com/0xEfficient/status/1787675716928381134)  2024-05-07T02:47Z [---] followers, [----] engagements


"@richardcraib numerai is just a hobby what ya doin for work"  
[X Link](https://x.com/0xEfficient/status/1788665943197155825)  2024-05-09T20:22Z [---] followers, [---] engagements


"@EricBalchunas but there are other futures etfs that have been approved that someone on the end of spot denial could point to and sue. why would only the [--] act grayscale etf give cover to sue"  
[X Link](https://x.com/0xEfficient/status/1788680997703487890)  2024-05-09T21:22Z [---] followers, [---] engagements


"@laurashin @Grayscale @the_postman_ error in the article: "Grayscale Investments surprisingly withdrew its spot ether ETF application this week""  
[X Link](https://x.com/0xEfficient/status/1788713944129171656)  2024-05-09T23:33Z [---] followers, [--] engagements


"this is my quant Posted without comment. https://t.co/cBhPocdNzw Posted without comment. https://t.co/cBhPocdNzw"  
[X Link](https://x.com/0xEfficient/status/1788751674091405756)  2024-05-10T02:03Z [---] followers, [--] engagements


"ethereum has abandoned its users the users ethereum abandoned: disgusting levels of dick riding https://t.co/6g9aTgy4Ja disgusting levels of dick riding https://t.co/6g9aTgy4Ja"  
[X Link](https://x.com/0xEfficient/status/1789467358765170722)  2024-05-12T01:27Z [---] followers, [--] engagements


"ethereum has abandoned its users the users ethereum has abandoned: 1) what https://t.co/k0xdKijq2j 1) what https://t.co/k0xdKijq2j"  
[X Link](https://x.com/0xEfficient/status/1790556705736302823)  2024-05-15T01:36Z [---] followers, [---] engagements


"@NateGeraci most rational path for mr burns is to approve the eth etfs without staking and go after staking as security.m"  
[X Link](https://x.com/0xEfficient/status/1790557412304544248)  2024-05-15T01:38Z [---] followers, [----] engagements


"@Evan_ss6 solana community is the bored ape yacht club of this cycle. wen uv light party"  
[X Link](https://x.com/0xEfficient/status/1790593314972225611)  2024-05-15T04:01Z [---] followers, [---] engagements


"@econoar @friendtech are you just going to bull post all the way to eth/btc [----] with no shame at all"  
[X Link](https://x.com/0xEfficient/status/1790929783330922963)  2024-05-16T02:18Z [---] followers, [--] engagements


"@econoar @friendtech at least tell us who tf is selling so much eth can you have a word with lubin and tell him to chill tf out please"  
[X Link](https://x.com/0xEfficient/status/1790930250786087316)  2024-05-16T02:20Z [---] followers, [--] engagements


"@cburniske people been most bearish on eth/btc multiple times and it just keeps creating new bottoms"  
[X Link](https://x.com/0xEfficient/status/1790932746048770352)  2024-05-16T02:30Z [---] followers, [---] engagements


"@Evan_ss6 its because price. price up then everyone loves it. otherwise everyone hates it. sol is bored ape yacht club cringe but everyone loves it because its making people money"  
[X Link](https://x.com/0xEfficient/status/1790978152304652753)  2024-05-16T05:30Z [---] followers, [---] engagements


"@evan_van_ness thinking of @0xMert_ when you think of Solana isnt much better"  
[X Link](https://x.com/0xEfficient/status/1790988963395821640)  2024-05-16T06:13Z [---] followers, [---] engagements


"markets are a trip. [--]. ux of eth (current low fees & on l2s) just as good as solana. [--]. inflation btc [--]. solid defi & highest tvl [--]. ecosystem expanding rapidly (games etc) yet never seen it more hated. reached point market written it off just like sol after ftx. must study"  
[X Link](https://x.com/0xEfficient/status/1791222688771371329)  2024-05-16T21:42Z [---] followers, [--] engagements


"@parmarsuraj99 @PtrPomorski PhD is often preferred for quant roles but isnt necessary at all. it is super weak predictor of success. much better predictor is character assessment and proof of work"  
[X Link](https://x.com/0xEfficient/status/1791561372998009212)  2024-05-17T20:08Z [---] followers, [---] engagements


"guy who thinks bankless is negative for eth but thinks this clown is a hero. i will say it again: solana is just bored ape yacht club chain. wen party wif uv lights i am so on this bro i promise i am onboarding so many bad bitches to crypto twitter i am so on this bro i promise i am onboarding so many bad bitches to crypto twitter"  
[X Link](https://x.com/0xEfficient/status/1791678184980898078)  2024-05-18T03:52Z [---] followers, [--] engagements


"@0xMert_ solana is the bored ape yacht club chain. bored apes were also up vs eth. so what if you can produce useless garbage 100x faster than any other chain its still useless garbage"  
[X Link](https://x.com/0xEfficient/status/1791786560457003068)  2024-05-18T11:03Z [---] followers, [--] engagements


"@0xMert_ @AshleighMairs78 you ansem & other soylana heroes have zero class. youre like nerdy andrew tates leading a cult of degenerate incels. the whole culture & brand of soylana chain itself is one of degenerate nihilism (not elite engineering). bored ape yacht club chain. wen party wif uv lights"  
[X Link](https://x.com/0xEfficient/status/1791789122153337143)  2024-05-18T11:13Z [---] followers, [---] engagements


"@RaoulGMI @gavofyork solana is cheap low key quality blockspace fine for memes & gambling but not much else. it is the bored ape yacht club culture chain. will you switch back to eth before the uv light disco starts"  
[X Link](https://x.com/0xEfficient/status/1791798940884672650)  2024-05-18T11:52Z [---] followers, [---] engagements


"@RaoulGMI you finally pivoting from bored ape yacht club chain (solana) to eth"  
[X Link](https://x.com/0xEfficient/status/1792644517981560974)  2024-05-20T19:52Z [---] followers, [--] engagements


"@ScottPh77711570 thought the wedge lines he drew on fed balance sheet were bad but this is next level"  
[X Link](https://x.com/0xEfficient/status/1792787279112781982)  2024-05-21T05:19Z [---] followers, [--] engagements


"@ScottPh77711570 @DayNiteTrader @AnyonCurve hedge funds pay thousands of dollars a month for his global macro research which is pages of dual axis charts and dodgy technical analysis. i dont understand how. please make it all make sense"  
[X Link](https://x.com/0xEfficient/status/1792789470863143297)  2024-05-21T05:28Z [---] followers, [--] engagements


"time for the sol/eth longooors to feel some eth/btc pain"  
[X Link](https://x.com/0xEfficient/status/1792798540856783010)  2024-05-21T06:04Z [---] followers, [--] engagements


"@EvgenyGaevoy is it possible to modify these etfs to allow staking at a later date"  
[X Link](https://x.com/0xEfficient/status/1792882433529942040)  2024-05-21T11:37Z [---] followers, [---] engagements


"@NateGeraci @EricBalchunas @wrongplace_eth @ForTheWynn_ with geraci. approving non-staked etfs at last minute was always the plan. study occams razor my dudes. the simplest most rationale explanation given hester comments and the fact that futures etf was approved. couldnt risk a leak and turn into clown show again"  
[X Link](https://x.com/0xEfficient/status/1793096483052626233)  2024-05-22T01:48Z [---] followers, [---] engagements


"@JSeyff where is blackrock"  
[X Link](https://x.com/0xEfficient/status/1793195022852018396)  2024-05-22T08:19Z [---] followers, [--] engagements


"this is my quant @darioperkins NDX has a 97.5% R2 with Global Liquidity since [----] https://t.co/1P9LOl7iBO @darioperkins NDX has a 97.5% R2 with Global Liquidity since [----] https://t.co/1P9LOl7iBO"  
[X Link](https://x.com/0xEfficient/status/1793482803071660314)  2024-05-23T03:23Z [---] followers, [--] engagements


"@TheFlowHorse solana culture is bored ape yacht club. a problem if the social layer of blockchains is important. wen uv light party"  
[X Link](https://x.com/0xEfficient/status/1794123804412887128)  2024-05-24T21:50Z [---] followers, [--] engagements


"@Evan_ss6 can we speed the repricing up a bit pls sir i want to be drowned in btc maxi & soyboy tears as eth/btc moons and sol/eth crashes. just as nature intended"  
[X Link](https://x.com/0xEfficient/status/1794609231125152190)  2024-05-26T05:59Z [---] followers, [---] engagements


"guys are we seriously doing technical analysis on global money supply now fed needs to hike rates 1000bp"  
[X Link](https://x.com/0xEfficient/status/1795311784762691989)  2024-05-28T04:30Z [---] followers, [--] engagements


"@Evan_ss6 its bored ape yacht club chain. wen uv light party"  
[X Link](https://x.com/0xEfficient/status/1795803090903498925)  2024-05-29T13:03Z [---] followers, [--] engagements


"@Evan_ss6 soylana is bored ape yacht club chain"  
[X Link](https://x.com/0xEfficient/status/1797074640193605795)  2024-06-02T01:15Z [---] followers, [---] engagements


"@lookonchain @adamscochran taking the L"  
[X Link](https://x.com/0xEfficient/status/1797453699343933815)  2024-06-03T02:22Z [---] followers, [---] engagements


"@quant_arb he richer than you tho bro"  
[X Link](https://x.com/0xEfficient/status/1800493556571975917)  2024-06-11T11:41Z [---] followers, [--] engagements


"@AltcoinPsycho bored ape yacht club chain. wen uv light party"  
[X Link](https://x.com/0xEfficient/status/1801741022747312520)  2024-06-14T22:18Z [---] followers, [--] engagements


"@iamDCinvestor @NateGeraci programmable SoV not necessarily same as programmable money tho. eth could be programmable SoV but more likely USDC will be the programmable money"  
[X Link](https://x.com/0xEfficient/status/1801775846748770449)  2024-06-15T00:36Z [---] followers, [--] engagements


"@R89Capital it is relative to a $1.3T market cap coin"  
[X Link](https://x.com/0xEfficient/status/1802103572076912993)  2024-06-15T22:19Z [---] followers, [--] engagements


"lets go Introducing Numerai Crypto: The future of cryptocurrency market prediction. https://t.co/oXI0KyHcPF Read Medium post: https://t.co/ipHsLyiUdC https://t.co/f2gZu64fmV Introducing Numerai Crypto: The future of cryptocurrency market prediction. https://t.co/oXI0KyHcPF Read Medium post: https://t.co/ipHsLyiUdC https://t.co/f2gZu64fmV"  
[X Link](https://x.com/0xEfficient/status/1803136908068782558)  2024-06-18T18:45Z [---] followers, [---] engagements


"predicting this will eventually be a great success & great way to publicly prove out the numerai thesis in crypto markets. crypto data cheaper & easier to obtain for data scientists. look fwd to a future where traders buy $NMR to pay for access to numerai crypto meta-model feed why Im excited new Numerai Crypto launch 🌱 https://t.co/61kLiYD1vH why Im excited new Numerai Crypto launch 🌱 https://t.co/61kLiYD1vH"  
[X Link](https://x.com/0xEfficient/status/1803177442107945186)  2024-06-18T21:26Z [---] followers, [----] engagements


"@parmarsuraj99 unibot (telegram bot) but for numerai crypto meta model. who is building this"  
[X Link](https://x.com/0xEfficient/status/1803260040046170221)  2024-06-19T02:54Z [---] followers, [--] engagements


"@parmarsuraj99 yes crypto (open digitally native) is such a natural fit as a market for numerai to experiment with in relation to its master plan and stated missionand these types of markets are always going to be dominated by quant strategies once they reach a certain size/maturity"  
[X Link](https://x.com/0xEfficient/status/1803263701761335541)  2024-06-19T03:09Z [---] followers, [--] engagements


"@R89Capital meme coins on soylana are not this industry. in fact they were never even an industry they were a joke by design"  
[X Link](https://x.com/0xEfficient/status/1803286667911921903)  2024-06-19T04:40Z [---] followers, [---] engagements


"@NateGeraci yes. can see why van eck settled on the open source app store / platform as the one liner for ethereum"  
[X Link](https://x.com/0xEfficient/status/1803984559756730652)  2024-06-21T02:53Z [---] followers, [---] engagements


"@WifeyAlpha @dbggfbd some people seem to be mistaking this for a real or realistic track record. how many trials on this sample period did you do to establish the asset allocation and rebalancing rules"  
[X Link](https://x.com/0xEfficient/status/1804066894544277688)  2024-06-21T08:20Z [---] followers, [--] engagements


"@nope_its_lily @eliant_capital @calvinfroedge @Citrini7 south africa is toast. forget about it"  
[X Link](https://x.com/0xEfficient/status/1804221340334895539)  2024-06-21T18:34Z [---] followers, [--] engagements


"many an active fund manager has collected handsome fees and been hailed a hero for taking factor risk they didnt know they had in a multi-year environment where that factor happened to be working PSA: when pretty much everybody with a pulse exults that there is so much alpha its not alpha. Its beta to factors that you dont know you have. PSA: when pretty much everybody with a pulse exults that there is so much alpha its not alpha. Its beta to factors that you dont know you have"  
[X Link](https://x.com/0xEfficient/status/1807745877249056813)  2024-07-01T11:59Z [---] followers, [--] engagements


"@tunguz you dont need to commute into a soul destroying office to do quant finance in the @numerai tournaments you just need data and some $NMR"  
[X Link](https://x.com/0xEfficient/status/1810396645584154999)  2024-07-08T19:32Z [---] followers, [---] engagements


"@AdrianoFeria doesn't come close to matching the power of mert and kyle solami"  
[X Link](https://x.com/0xEfficient/status/1815176550792536374)  2024-07-22T00:06Z [---] followers, [---] engagements


"how does any self respecting quant pm still work at a regular fund you aren't saving the world you are doing useless duplicate work. you should join @numerai signals. the world only needs one hedge fund Not only were the 405B Llama weights released they also released a paper explaining how it was made. Nice How does any self respecting ML researcher still work at a closed lab You aren't saving the world from evil AI you are doing useless duplicate work. Not only were the 405B Llama weights released they also released a paper explaining how it was made. Nice How does any self respecting ML"  
[X Link](https://x.com/0xEfficient/status/1815832378507682057)  2024-07-23T19:32Z [---] followers, [----] engagements


"legit starting to wonder if the etf narrative was just an elaborate scam. maybe there wasn't really ever any net etf inflow after all it was just moving btc around"  
[X Link](https://x.com/0xEfficient/status/1815851513480372628)  2024-07-23T20:48Z [---] followers, [--] engagements


"legit starting to wonder if the etf narrative was just an elaborate scam. huge flows.check price.bad price. can larry twink do something"  
[X Link](https://x.com/0xEfficient/status/1815855156204036517)  2024-07-23T21:03Z [---] followers, [--] engagements


"@NateGeraci boatloads of etf demand but asset price not going up. maybe no demand meant no net asset demand"  
[X Link](https://x.com/0xEfficient/status/1815883439297716417)  2024-07-23T22:55Z [---] followers, [---] engagements


"@Husslin_ etf. regulatory clarity. layer [--] activity increasing. pristine defi collateral. blah blah blah"  
[X Link](https://x.com/0xEfficient/status/1816323002809868795)  2024-07-25T04:02Z [---] followers, [---] engagements


"still dont understand how you have a [--] day conference on bitcoin. aside from the political/regulatory stuff what is there to talk about that hasnt already been said fiat bad. sound money good. put it on corporate/state balance sheets. blah blah and round and round we go"  
[X Link](https://x.com/0xEfficient/status/1817328488518689010)  2024-07-27T22:37Z [---] followers, [--] engagements


"@R89Capital @econoar yes"  
[X Link](https://x.com/0xEfficient/status/1817365909050364163)  2024-07-28T01:06Z [---] followers, [--] engagements


"@R89Capital @econoar thats because majority of the hash power did not migrate to those chains. same thing would happen with ethereum if someone tried to switch to a different monetary policy and the majority of validators did not agree to it then there would be a fork. study ethereum classic"  
[X Link](https://x.com/0xEfficient/status/1817388144758804655)  2024-07-28T02:34Z [---] followers, [--] engagements


"numerai crypto meta-model has eth ranked higher than sol on return predictions with approx [--] day horizon 🤑💰 rank percentile: ETH [-----] SOL [-----] I don't want to cause a whole bunch of drama and I say this as a holder and avid enjoyer of both blockchains and ecosystems but it's becoming clear to me that Sol/Eth has topped this cycle Sol will continue to do very well but as people wake up from the hangover of its I don't want to cause a whole bunch of drama and I say this as a holder and avid enjoyer of both blockchains and ecosystems but it's becoming clear to me that Sol/Eth has topped"  
[X Link](https://x.com/0xEfficient/status/1817715202923884748)  2024-07-29T00:14Z [---] followers, [---] engagements


"@EconomPic @NateGeraci @EricBalchunas @daniilatcerulli then with blockchain rails you will be able to get it for fractions of a basis point"  
[X Link](https://x.com/0xEfficient/status/1818824113554850047)  2024-08-01T01:40Z [---] followers, [--] engagements


"@EconomPic @NateGeraci @EricBalchunas @daniilatcerulli it can for those comfortable with the risks and want to manage it themselves (assuming regulations dont shut that option down)"  
[X Link](https://x.com/0xEfficient/status/1818854633378640008)  2024-08-01T03:41Z [---] followers, [--] engagements


"hedge funds are now a race to gather as many portfolio manager inputs as possible & focus on engineering & execution. no firm will be able compete with an open portfolio manager platform. if @numerai can solve this it will be the only hedge fund the world needs. [--]. On that last point: it follows from the fundamental law of active management that larger firms will benefit from a diversity of portfolio managers. Redundant coverage actually improves the signal especially once 30%+ of the actual risk has been internalized instead of traded. [--]. On that last point: it follows from the fundamental"  
[X Link](https://x.com/0xEfficient/status/1818917712040738945)  2024-08-01T07:52Z [---] followers, [---] engagements


"@finkmoney_ @TheFlowHorse yen move is done for the short term"  
[X Link](https://x.com/0xEfficient/status/1819717690950357048)  2024-08-03T12:51Z [---] followers, [---] engagements


"@LukeGromen you guys need to chill. jpy funded carry trade is nothing compared to the global carry trade leading into the [----] crisis"  
[X Link](https://x.com/0xEfficient/status/1821370521629634954)  2024-08-08T02:19Z [---] followers, [---] engagements


"@econoar but what if this time is different solana is actually good tech not like eos or other ethereum killers"  
[X Link](https://x.com/0xEfficient/status/1821374326056141087)  2024-08-08T02:34Z [---] followers, [---] engagements


"have been using @coinbase smart wallet on @base and it is a far greater UX than solana. just need to abstract away from having to deal with selecting and moving assets on the underlying chains and it will be magical"  
[X Link](https://x.com/0xEfficient/status/1821774581243469909)  2024-08-09T05:04Z [---] followers, [---] engagements


"@DefiantNews nakamoto coefficient dis nakamoto coefficient dat how about you nakamoto deez nuts If Solana is decentralized how can a critical vulnerability become known and patched by 70% of the validator set within minutes"  
[X Link](https://x.com/0xEfficient/status/1822027406779253093)  2024-08-09T21:49Z [---] followers, [---] engagements


"@JohnBB40921542 @matt_barrie inflation is not the risk. central bank will print money & debase the currency to save the housing market without generating inflation as the massive deflationary force from AI starts hitting into next year & onwards. the A$ will take the hit (vs assets not other fiat currencies)"  
[X Link](https://x.com/0xEfficient/status/1822079019673870578)  2024-08-10T01:14Z [---] followers, [---] engagements


"@matt_barrie @JohnBB40921542 perhaps. main point is real estate prices will be prevented from falling too much as the money printer pumps to save the collateral underpinning the banking system. real estate will fall vs other assets especially as politics also starts to constrain upside but not vs A$"  
[X Link](https://x.com/0xEfficient/status/1822088444254019824)  2024-08-10T01:51Z [---] followers, [---] engagements


"@0xfdf non-quant CIO cannot manage a quant strategy. i have seen it many times over. it will fail. your CIO will inevitably become insecure and your best quants will leave rather than tolerate being instructed to do stuff they know is stupid. its oil and water. cannot mix"  
[X Link](https://x.com/0xEfficient/status/1823202598432002164)  2024-08-13T03:39Z [---] followers, [---] engagements


"@vladtenev @tokenterminal @numerai baby"  
[X Link](https://x.com/0xEfficient/status/1824553635147288718)  2024-08-16T21:07Z [---] followers, [---] engagements


"@tokenterminal @vladtenev @numerai not aware of public dashboards for high level summary stats like that cc. @matlabulous any suggestions"  
[X Link](https://x.com/0xEfficient/status/1824652604120633772)  2024-08-17T03:40Z [---] followers, [--] engagements


"@tokenterminal @vladtenev @numerai cc @NumeraiCoE"  
[X Link](https://x.com/0xEfficient/status/1824660379391373707)  2024-08-17T04:11Z [---] followers, [--] engagements


"@cobie @GwartyGwart getting kinda worried that drake might actually be an imposter. i have overinvested in eth. it is what it is. now i need the market to go up. can the other devs do something"  
[X Link](https://x.com/0xEfficient/status/1831893349613367519)  2024-09-06T03:13Z [---] followers, [--] engagements


"@xmgnr @ScottPh77711570 isn't this like the entire institutional asset management industry"  
[X Link](https://x.com/0xEfficient/status/1832196373611180450)  2024-09-06T23:17Z [---] followers, [---] engagements


"@antiprosynth unlesseth is ded. roadmap in shambles no value prop for eth besides vague internet money (stables) or gas token for l2 eco (also gonna be stables) or ultrasound money (its ultra soft and inflationary and likely to stay that way). just sell it all and become a sol maxi sir"  
[X Link](https://x.com/0xEfficient/status/1832326924150120738)  2024-09-07T07:55Z [---] followers, [---] engagements


"@fchollet highest *average* gdp per capita not *median*. that is why it feels like a poor country and everything is low quality and messy"  
[X Link](https://x.com/0xEfficient/status/1834326418010112509)  2024-09-12T20:21Z [---] followers, [---] engagements


"@daddysether your chart up but price only down 🤔😕"  
[X Link](https://x.com/0xEfficient/status/1834369736106541430)  2024-09-12T23:13Z [---] followers, [--] engagements


"@daddysether i assumed everyone understood that it makes no sense to talk about price in absolute terms. you have to account for general crypto market beta. even xrp has gone up and it is useless dogshit. talking about eth going up always has to be relative to other major cryptocurrencies"  
[X Link](https://x.com/0xEfficient/status/1834376723468825059)  2024-09-12T23:41Z [---] followers, [--] engagements


"@antiprosynth eth sentiment feels worse than depths of last bear. literally feels like its over for eth. like everyone agrees it made an existential mistake in its roadmap & design & there is no coming back now. consensus positioning is it just bleeds out from here into relative obscurity"  
[X Link](https://x.com/0xEfficient/status/1835245984991039790)  2024-09-15T09:15Z [---] followers, [---] engagements


"@Arthur_0x @MikeIppolito_ wen thesis on long eth most of aave tvl on eth after all"  
[X Link](https://x.com/0xEfficient/status/1835509999382171715)  2024-09-16T02:44Z [---] followers, [---] engagements


"@finkmoney_ best interview question if youre hiring: what do you think of elon musk. reveals so much"  
[X Link](https://x.com/0xEfficient/status/1836135779950842008)  2024-09-17T20:10Z [---] followers, [--] engagements


"what better portable alpha than global equity hedge funds that explicitly aim to be uncorrelated to existing betas (both market and factors) @numerai My @AQRCapital colleagues published a new paper on an approach that we think deserves reinvigorated consideration as an alternative to traditional long-only active management portable alpha. Read it here: https://t.co/e10DDa5SQU My @AQRCapital colleagues published a new paper on an approach that we think deserves reinvigorated consideration as an alternative to traditional long-only active management portable alpha. Read it here:"  
[X Link](https://x.com/0xEfficient/status/1837987958747738417)  2024-09-22T22:50Z [---] followers, [---] engagements


"if you're heading to Bangers for @EFDevcon don't miss the Superintelligence Summit with @NumeraiCoE @numerai and @oceanprotocol its going to be 🔥 @Eventbrite https://www.eventbrite.com/e/superintelligence-summit-tickets-978174735967aff=estw&utm-campaign=social&utm-content=attendeeshare&utm-medium=discovery&utm-source=tw&utm-term=listing https://www.eventbrite.com/e/superintelligence-summit-tickets-978174735967aff=estw&utm-campaign=social&utm-content=attendeeshare&utm-medium=discovery&utm-source=tw&utm-term=listing"  
[X Link](https://x.com/0xEfficient/status/1838365007651995779)  2024-09-23T23:49Z [---] followers, [--] engagements


"@MaxResnick1 these luxury beliefs are blockchain DEI"  
[X Link](https://x.com/0xEfficient/status/1839644165073940715)  2024-09-27T12:32Z [---] followers, [---] engagements


"@ylecun @elonmusk yann you are allowing your hurt feelings to cloud your better judgement. anyone who has been to any US city knows that it feels less safe than anywhere else in the developed world"  
[X Link](https://x.com/0xEfficient/status/1839836085188473014)  2024-09-28T01:14Z [---] followers, [----] engagements


"@ylecun @elonmusk Did you look at the data Because it looks like crime is up. [--]. [--]. https://www.nyc.gov/assets/nypd/downloads/pdf/analysis_and_planning/historical-crime-data/non-seven-major-felony-offenses-2000-2023.pdf https://www.nyc.gov/assets/nypd/downloads/pdf/analysis_and_planning/historical-crime-data/seven-major-felony-offenses-2000-2023.pdf https://www.nyc.gov/assets/nypd/downloads/pdf/analysis_and_planning/historical-crime-data/non-seven-major-felony-offenses-2000-2023.pdf"  
[X Link](https://x.com/0xEfficient/status/1839894323640578283)  2024-09-28T05:06Z [---] followers, [---] engagements


"@Evan_ss6 @deadeadsol @0xENAS I deem thou puttest too much heft on the flow of etfs as the steerers of worth sir"  
[X Link](https://x.com/0xEfficient/status/1840254915341627624)  2024-09-29T04:58Z [---] followers, [--] engagements


"@0xMert_ @sreeramkannan does it matter what words he used if the simple fact is that such an architecture (l1 Eigenlayer l2) simultaneously gets you all features you want and solana architecture makes trade offs to bundle everything into one"  
[X Link](https://x.com/0xEfficient/status/1840505237016355289)  2024-09-29T21:33Z [---] followers, [---] engagements


"@sreeramkannan @aeyakovenko @LordKishen @0x94305 @tarunchitra @MaxResnick1 if solana cannot be decentralised nasdaq then it has very little advantage over a super fast eth l2. the conclusion to this thread is critical"  
[X Link](https://x.com/0xEfficient/status/1840624402775601485)  2024-09-30T05:27Z [---] followers, [---] engagements


"@0xMert_ ethereum (polygon & arbitrum)"  
[X Link](https://x.com/0xEfficient/status/1840709671130439906)  2024-09-30T11:05Z [---] followers, [---] engagements


"@KyleSamani doesn't read like cope to me. its a fair response. key point is credible neutrality. you emphasise the fact that blockchains are for finance but in finance its the most credibly neutral blockchain that wins not the fastest"  
[X Link](https://x.com/0xEfficient/status/1841065049202606387)  2024-10-01T10:38Z [---] followers, [--] engagements


"@KyleSamani @MaxResnick1 is right. eth layer [--] needs to optimise for defi but doesnt need to be as fast as solana to compete"  
[X Link](https://x.com/0xEfficient/status/1841068296147517930)  2024-10-01T10:51Z [---] followers, [--] engagements


"@econoar just get rid of solo stakers that have bandwith from [----]. ethereum layer [--] needs to optimize for defi. doesn't need to be as fast as solana. credible neutrality still needs to be north star"  
[X Link](https://x.com/0xEfficient/status/1841249396669006157)  2024-10-01T22:50Z [---] followers, [---] engagements


"@rishistyping @varun_mathur @VitalikButerin @IngsParty @Polymarket @numerai prediction feeds for the win"  
[X Link](https://x.com/0xEfficient/status/1841972188611764668)  2024-10-03T22:42Z [---] followers, [--] engagements


"@cburniske Have you abandoned Ethereum despite supporting it in the past"  
[X Link](https://x.com/0xEfficient/status/1842755713418055721)  2024-10-06T02:36Z [---] followers, [---] engagements


""That requires an entirely different model. A more insightful one." one like @numerai perhaps Further morning thoughts. Forget the formulas. The main rationale for having n80 PM in platforms has almost nothing to do with the formula below. Platforms are talent-discovery devices. A cynical PM (and close friend) told me once "They didn't hire me. They just bought a cheap Further morning thoughts. Forget the formulas. The main rationale for having n80 PM in platforms has almost nothing to do with the formula below. Platforms are talent-discovery devices. A cynical PM (and close friend) told me"  
[X Link](https://x.com/0xEfficient/status/1843767361020784847)  2024-10-08T21:36Z [---] followers, [--] engagements


"@GeoffWilsonWAM @Telstra get starlink"  
[X Link](https://x.com/0xEfficient/status/1844464069656654134)  2024-10-10T19:44Z [---] followers, [--] engagements


"@hedge__x i dont want the future of ethereum to be coinbase"  
[X Link](https://x.com/0xEfficient/status/1844897132672843944)  2024-10-12T00:25Z [---] followers, [--] engagements


"@KrisAbdelmessih does getting giga long dogwifhat at inception count"  
[X Link](https://x.com/0xEfficient/status/1845223944934260982)  2024-10-12T22:04Z [---] followers, [---] engagements


"@ryanberckmans @antiprosynth if its aLl aBouT uSeRs then Solana should also have fees payable in USDC if thats apparently what users want. but when that happens they will argue that this is good for SOL"  
[X Link](https://x.com/0xEfficient/status/1845373724234744081)  2024-10-13T07:59Z [---] followers, [--] engagements


"@KTmBoyle @shaunmmaguire best interview question when hiring: what do you think of elon musk. it reveals so much"  
[X Link](https://x.com/0xEfficient/status/1845413706626216418)  2024-10-13T10:38Z [---] followers, [--] engagements


"@Evan_ss6 stETH"  
[X Link](https://x.com/0xEfficient/status/1845650501503013229)  2024-10-14T02:19Z [---] followers, [--] engagements


"@richardcraib only to the extent theyre harvesting risk premia. properties of markets & political economy makes it difficult (likely impossible) to fully automate true alpha - will always need humans pointing computational intelligence in general direction within this high dimensional space"  
[X Link](https://x.com/0xEfficient/status/1846314494047273461)  2024-10-15T22:17Z [---] followers, [--] engagements


"@richardcraib that human direction currently takes the form of priors constraining the search space for feature / model selection like the craib machines of numerai. 👽"  
[X Link](https://x.com/0xEfficient/status/1846316940173709656)  2024-10-15T22:27Z [---] followers, [--] engagements


"@milesdeutscher $NMR for real world application of collective AI"  
[X Link](https://x.com/0xEfficient/status/1846815656877920541)  2024-10-17T07:28Z [---] followers, [---] engagements


"@aeyakovenko @adamscochran this is an accurate take. the lax border policies have been mirrored in other countries like uk and australia as well. its a policy called quantitative peopling"  
[X Link](https://x.com/0xEfficient/status/1847036270566166955)  2024-10-17T22:05Z [---] followers, [--] engagements


"@Picolas_Caged @avocado_toast2 of course not. its ai twitter bots launching memecoins"  
[X Link](https://x.com/0xEfficient/status/1847401589931381054)  2024-10-18T22:17Z [---] followers, [--] engagements


"After AI agents get their own crypto wallets they will need a source of market intelligence. Thats where @numerai crypto comes in: https://crypto.numer.ai/cnwmm 🤖 How would the market react if AI could trade on its own @0xPrismatic talks about the potential financial impact of AI agents having their own crypto wallets. Is this the future of AI in crypto https://t.co/zgCxBrjzrc https://crypto.numer.ai/cnwmm 🤖 How would the market react if AI could trade on its own @0xPrismatic talks about the potential financial impact of AI agents having their own crypto wallets. Is this the future of AI in"  
[X Link](https://x.com/0xEfficient/status/1849911272172814716)  2024-10-25T20:29Z [---] followers, [---] engagements


"@intocryptoast @numerai collective machine intelligence for AI agents trading crypto: https://crypto.numer.ai/cnwmm https://crypto.numer.ai/cnwmm"  
[X Link](https://x.com/0xEfficient/status/1849912028699443573)  2024-10-25T20:32Z [---] followers, [--] engagements


"@TardFiWhale perhaps reasoning using the trad-fi analogy is a mistake though. what if solana can actually innovate such that all of global finance can run on a single shared state"  
[X Link](https://x.com/0xEfficient/status/1849963370998530102)  2024-10-25T23:56Z [---] followers, [--] engagements


"altseason start confirmed Bitcoin Dominance is gunning for the 60% mark. With BTC.D up only since the collapse of FTX will we ever get an altseason https://t.co/ctMVh0TNAu https://t.co/BIvgw2mt7n Bitcoin Dominance is gunning for the 60% mark. With BTC.D up only since the collapse of FTX will we ever get an altseason https://t.co/ctMVh0TNAu https://t.co/BIvgw2mt7n"  
[X Link](https://x.com/0xEfficient/status/1850047225063477500)  2024-10-26T05:30Z [---] followers, [--] engagements


"@ScottPh77711570 @HangukQuant trend is basically same thing as tail hedging. for same average strike diff is just realised vol vs implied and then immaterial diffs in functional form of greeks"  
[X Link](https://x.com/0xEfficient/status/1850117068357779678)  2024-10-26T10:07Z [---] followers, [---] engagements


"@BlackSwan_ptf @ScottPh77711570 @HangukQuant when I say you can solve for parameters sets of each implementation that are the same i mean with respect to the average (ignoring random path dependence of any particular instance). dynamic properties of specific instances will be different because greeks"  
[X Link](https://x.com/0xEfficient/status/1850121824505643275)  2024-10-26T10:26Z [---] followers, [--] engagements


"@BlackSwan_ptf @ScottPh77711570 @HangukQuant eg. cppi where floor is dynamic & not fixed makes it much more like options or delta hedging trend implementations & can then make ma crossover periods dynamic function as well to give something similar to both &so on. hard to explain in tweets but hopefully get the gist"  
[X Link](https://x.com/0xEfficient/status/1850123182042497161)  2024-10-26T10:31Z [---] followers, [--] engagements


"@TardFiWhale @ryanberckmans bad analogy. tardfi has some of the worst technology. trying to innovate in the morass that is tardfi is a kafkaesque nightmare. we should not be using current tardfi network structure as the example of how things should be. it is an example of what you want to replace"  
[X Link](https://x.com/0xEfficient/status/1850349492027183291)  2024-10-27T01:31Z [---] followers, [--] engagements


"@ScottPh77711570 @HangukQuant i think thats mostly about the difference in average moneyness of the optionality in each case. trend is essentially just tail hedging run closer to at the money"  
[X Link](https://x.com/0xEfficient/status/1850361323512840452)  2024-10-27T02:18Z [---] followers, [--] engagements


"@ScottPh77711570 @HangukQuant i think you're getting confused by the semantics. trend is not special its the same thing as tail hedging just run with a different parameter set and sometimes implemented using different market instruments"  
[X Link](https://x.com/0xEfficient/status/1850367466951815289)  2024-10-27T02:42Z [---] followers, [--] engagements


"Simplified: 1) Trump wins by landslide - ETH down only 2) Harris wins by landslide - ETH down only 3) Close race that leads to uncertainty and no clear winner - ETH down only Simplified: 1) Trump wins by landslide - good for all risk markets & crypto especially 2) Harris wins by landslide - short knee-jerk reaction lower in crypto but will be higher by YE anyway 3) Close race that leads to uncertainty and no clear winner - bad for all markets Simplified: 1) Trump wins by landslide - good for all risk markets & crypto especially 2) Harris wins by landslide - short knee-jerk reaction lower in"  
[X Link](https://x.com/0xEfficient/status/1852159975168315664)  2024-11-01T01:25Z [---] followers, [--] engagements


"@RyanSAdams @antiprosynth please no more with the absolute numbers what is the ratio if eth gets to 10k btc will be at 10million"  
[X Link](https://x.com/0xEfficient/status/1852583622580334701)  2024-11-02T05:28Z [---] followers, [--] engagements


"@joshua_j_lim @chiefingza lol. they not telling you anything the eth/btc isnt"  
[X Link](https://x.com/0xEfficient/status/1854693845805760683)  2024-11-08T01:14Z [---] followers, [----] engagements


"@cryptomanran sir you told everyone to sell their eth at the lows"  
[X Link](https://x.com/0xEfficient/status/1855529666876256557)  2024-11-10T08:35Z [---] followers, [--] engagements


"$NMR @numerai 💯 Love this post on info finance. Prediction markets are an early special case of info finance - the use of markets to create distillations of more expensive mechanisms (eg predictions of voting outcomes). Multiple generalizations. At scale a possible revenue stream for AIs. 💯 Love this post on info finance. Prediction markets are an early special case of info finance - the use of markets to create distillations of more expensive mechanisms (eg predictions of voting outcomes). Multiple generalizations. At scale a possible revenue stream for AIs"  
[X Link](https://x.com/0xEfficient/status/1855709072294859113)  2024-11-10T20:28Z [---] followers, [---] engagements


"@alxfazio @karpathy not yet. political economy is a different beast. financial market prediction feeds will first be a revenue stream for data-scientists building ML models & then evolve to be a revenue stream for data-scientists building & high-level directing AI agents. see @numerai"  
[X Link](https://x.com/0xEfficient/status/1855710705703682053)  2024-11-10T20:34Z [---] followers, [--] engagements


"@parmarsuraj99 @numerai"  
[X Link](https://x.com/0xEfficient/status/1855711636411371595)  2024-11-10T20:38Z [---] followers, [--] engagements


"@Jai_Bhavnani thought all the builders were at breakpoint building on solana tho"  
[X Link](https://x.com/0xEfficient/status/1856241318613209560)  2024-11-12T07:43Z [---] followers, [--] engagements


"@santiagoroel Ethereum is 23% of Bitcoin's market cap and I can't think of a compelling reason why it shouldn't be worth at least 100%"  
[X Link](https://x.com/0xEfficient/status/1856267263378371025)  2024-11-12T09:26Z [---] followers, [---] engagements


"@DTAPCAP @Blockworks_ ethbtc still looking super heavy tho"  
[X Link](https://x.com/0xEfficient/status/1857143319014592934)  2024-11-14T19:27Z [---] followers, [---] engagements


"@Old_Samster Numerai is also DeSci but you guys arent ready for that conversation yet Financial market prediction research"  
[X Link](https://x.com/0xEfficient/status/1858251117819199964)  2024-11-17T20:49Z [---] followers, [---] engagements


"@hedge__x @antiprosynth you say this at every new low in eth/btc. maybe eth is actually dying and you should sell"  
[X Link](https://x.com/0xEfficient/status/1858941749772812342)  2024-11-19T18:33Z [---] followers, [---] engagements


"wartime richard activated. numerai is so back baby something feels off about this thing @crunchDAO. its like this [----] and late gimcrack burlesque imitation vibe you see all too often. something feels off about this thing @crunchDAO. its like this [----] and late gimcrack burlesque imitation vibe you see all too often"  
[X Link](https://x.com/0xEfficient/status/1859024033607807438)  2024-11-20T00:00Z [---] followers, [---] engagements


"@richardcraib @rivatez @numerai and the UX in tardfi is shit. operating hours settlement wait times generally crap interfaces too many middlemen clipping the ticket etc etc. crypto wallets hands down beat a brokerage account that looks and operates like its 1990"  
[X Link](https://x.com/0xEfficient/status/1859051263037428176)  2024-11-20T01:48Z [---] followers, [--] engagements


"@richardcraib @rivatez @numerai i mean interactive brokers is one of the biggest and most sophisticated retail brokerages and its garbage"  
[X Link](https://x.com/0xEfficient/status/1859051511093096471)  2024-11-20T01:49Z [---] followers, [--] engagements


"@numerai what is based @kaggle what is based @kaggle"  
[X Link](https://x.com/0xEfficient/status/1859127904774615403)  2024-11-20T06:53Z [---] followers, [--] engagements


"@corr_lator @richardcraib @crunchDAO except that theyre just copying numerai and they have a patent on this mechanism. in any case numerai just needs to switch to publishing the signals predictions and its game over for anyone trying to copy"  
[X Link](https://x.com/0xEfficient/status/1859306278427951348)  2024-11-20T18:42Z [---] followers, [--] engagements


"@evan_van_ness he was right. wish I had abandoned ethereum then as well"  
[X Link](https://x.com/0xEfficient/status/1859480405726105978)  2024-11-21T06:14Z [---] followers, [---] engagements


"@evan_van_ness @dcfgod lol. you guys aren't even annoying me with this baseless hopium anymore. now its just sad"  
[X Link](https://x.com/0xEfficient/status/1859494023599357983)  2024-11-21T07:08Z [---] followers, [--] engagements


"@thomasrice_au @AlboMP sir dutton is just as bad. australia needs the doge"  
[X Link](https://x.com/0xEfficient/status/1859514507200168182)  2024-11-21T08:29Z [---] followers, [--] engagements


"@richardcraib @numerai"  
[X Link](https://x.com/0xEfficient/status/1860032510610276797)  2024-11-22T18:48Z [---] followers, [--] engagements


"@Picolas_Caged the 💩 pumps last. eth/btc up as well. must mean the market is about to dump"  
[X Link](https://x.com/0xEfficient/status/1860457606541644051)  2024-11-23T22:57Z [---] followers, [--] engagements


"@ScottPh77711570 @bluewolfpack1 he like strayas jim cramer innit"  
[X Link](https://x.com/0xEfficient/status/1861662979139449249)  2024-11-27T06:46Z [---] followers, [--] engagements

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