lad10_'s profile picture. may users not speculate | Head of DeFi @Schuman_io | prev @GoodPartners (24-25), @StakeCapital (24-25), @UsualMoney (24) & @starkboard (22)

Lad

@lad10_

may users not speculate | Head of DeFi @Schuman_io | prev @GoodPartners (24-25), @StakeCapital (24-25), @UsualMoney (24) & @starkboard (22)

Lad reposted

Whoa whoa whoa, what?? Overton window on prediction markets is moving so much faster than I expected. From within a year, we went from "prediction markets are sus" to "prediction markets are the best source of truth." Absolutely incredible win for @Polymarket.

Polymarket x Google We're excited to announce Polymarket odds will be integrated into Google. Coming soon.

Polymarket's tweet image. Polymarket x Google

We're excited to announce Polymarket odds will be integrated into Google. Coming soon.


Lad reposted

I’ve now angel invested in 140+ companies. Here's what's most surprised me about angel investing so far 🧵

lennysan's tweet image. I’ve now angel invested in 140+ companies. Here's what's most surprised me about angel investing so far 🧵

"softer" ways to limit insider trading on prediction markets could be to require kyc/b: for: - all users above a bankroll threshold or to take part in: - markets related to politics - markets below a certain liquidity threshold - market events below a certain probability


Lad reposted

this week, Meta announced plans to launch a power trading business, Atem, to manage the power costs of their massive data center footprint this marks a new era of vertical integration and with it, a new era for commodity and compute markets a deep dive, with charts ofc 👇

Melt_Dem's tweet image. this week, Meta announced plans to launch a power trading business, Atem, to manage the power costs of their massive data center footprint

this marks a new era of vertical integration and with it, a new era for commodity and compute markets 

a deep dive, with charts ofc 👇

Lad reposted

I’ve always believed that opportunities live between fields of expertise. If something fits neatly in a bucket, it’s probably already priced in. This has been my investment philosophy, a metaphor for my career and where I like to invest. Am I Silicon Valley or Wall Street, a…

dhaber's tweet image. I’ve always believed that opportunities live between fields of expertise. 

If something fits neatly in a bucket, it’s probably already priced in.

This has been my investment philosophy, a metaphor for my career and where I like to invest.

Am I Silicon Valley or Wall Street, a…

Great step taken by Kalshi Next is letting users use their yield generating/bearing stable of choice with any bets USDe_War stops in 2025 And then probably natives like BTC n ETH

only one prediction market in the world offers native yield 4% on all open positions



Margins to platforms who've got users. Long run: AI shatters the worth of execution and tech stacks But protocols r the ones who accelerate the race to near 0 margins. For now, Hyperliquid is the engine and the shop. They've got leverage. But they understand that long term…

Two months ago all the stablecoin issuers decided to foray into launching their own chains. This month the chains punched back. It will be fascinating to see how the leverage plays out. My suspicion is that it will play out differently depending on the stablecoin and use…



Lad reposted

✦ 𝐈𝐧𝐭𝐫𝐨𝐝𝐮𝐜𝐢𝐧𝐠 𝐏𝐮𝐥𝐬𝐞 ✦ Built in partnership with Pendle, Pulse is the first agent that autonomously optimizes your PT portfolio. We're starting with ~13% APR on ETH-PT markets. More assets coming soon. This is what intelligent fixed yield looks like ↓


Lad reposted

✦ 𝐈𝐧𝐭𝐫𝐨𝐝𝐮𝐜𝐢𝐧𝐠 𝐒𝐰𝐚𝐫𝐦 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 ✦ The incentive layer that enables agents to create more efficient markets. This is how we turn DeFi's $150B in static TVL into always-optimizing Active Capital ↓

gizatechxyz's tweet image. ✦ 𝐈𝐧𝐭𝐫𝐨𝐝𝐮𝐜𝐢𝐧𝐠 𝐒𝐰𝐚𝐫𝐦 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 ✦

The incentive layer that enables agents to create more efficient markets.

This is how we turn DeFi's $150B in static TVL into always-optimizing Active Capital ↓

Lad reposted

Choice of ad agency seems a promising application of futarchy. overcomingbias.com/p/futarchy-for…


Lad reposted

History made. For the first time, two players who financed their careers through @FANtiumOfficial are competing in the first round of a Grand Slam at the US Open. - Darja Semenistaja (23, WTA #114) – raised $100k, qualified - Tristan Boyer (24, ATP #122) – raised $110k,…

theluddi's tweet image. History made.

For the first time, two players who financed their careers through @FANtiumOfficial are competing in the first round of a Grand Slam at the US Open.

- Darja Semenistaja (23, WTA #114) – raised $100k, qualified

- Tristan Boyer (24, ATP #122) – raised $110k,…

Lad reposted

Saw a talk this week on the trippiest thing: bacterial cultures on skin induce immune responses. At Michael Fischbach's lab, they demonstrated immunizing mice against tetanus by just dabbing an engineered version of a harmless staph culture on its head. Unlike intramuscular…


Lad reposted

HAHA, wow Wormhole put in a last minute counter-bid against LayerZero to acquire Stargate, which the LayerZero team originally launched. This while in the middle of $STG holders voting on the LayerZero buyout. Have we entered a protocol M&A bull market? This is gonna be fun.

At the WF, we have respect for the @StargateFinance protocol, its team, and especially its holders. Stargate is a leader in multichain asset transfers. That's why we're stepping up with our intent to acquire Stargate – to ensure holders get the fair deal they deserve.



Lad reposted

on the flip side, starting in crypto forces you to learn 'first principles' finance in a way TradFi doesn't ur forced to think about value accrual, tokenomics, and monetary policy from the ground up, instead of just plugging numbers into a pre existing Excel model crypto ppl…

starting your career in crypto is really bad for building business logic and financial rigor nearly everything is a solution in search of a problem and the concept of generating free-cash flow is not even in the realm of consideration



Lad reposted

Pretty clear indicator they now agree, what many others have theorized, that the primary issuance business model is dying and that they need to become a payments business to survive. Pre-market CRCL is up 5% on this news, but frankly considering the flaccid start of CPN, not…

[ ZOOMER ] CIRCLE TO LAUNCH ARC, A LAYER 1 BLOCKCHAIN DEDICATED TO STABLECOINS



Lad reposted

Am I the only one bearish on all these new stablecoins-focused chains being able to compete with existing generalized L1/L2s? So much network effect, infrastructure integration headstart for them to overcome. People forget there are a lot of path dependency for Ethereum/Tron to…


Lad reposted

Prediction markets have a PR problem: they read as gambling and “mostly for men.” Data backs the skew about half of U.S. men have an online sportsbook account. The mechanism (opinion → price → reality) is much bigger. Demand is visible. The rails already exist. Regulated…


Lad reposted

Stanford just let an AI pick stocks for 30 years. First study of its kind in finance history. The outperformance vs. humans was so extreme, researchers spent 12 months trying to prove themselves wrong. Here's what happens when you let AI manage your money: 🧵

renckorzay's tweet image. Stanford just let an AI pick stocks for 30 years.

First study of its kind in finance history.

The outperformance vs. humans was so extreme, researchers spent 12 months trying to prove themselves wrong.

Here's what happens when you let AI manage your money: 🧵

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