lcm_in_pangea's profile picture. ❤💻💵 | CTO/Founder @in_pangea

James

@lcm_in_pangea

❤💻💵 | CTO/Founder @in_pangea

Pinned

This is the culmination of a lot of work across our platform, where we can now produce research in a few days from thesis to proof. LLMs + our framework make mincemeat of millions of Aave data points.

Have we reached the end of the bull run? Mega thread incomming. Our DeFi Heat Index 🔥 may offer some hopium! Read our blog post to find out more about this new indicator of market risk and what it suggests about the current market cycle... 👇

in_pangea's tweet image. Have we reached the end of the bull run?

Mega thread incomming.

Our DeFi Heat Index 🔥 may offer some hopium! Read our blog post to find out more about this new indicator of market risk and what it suggests about the current market cycle... 👇


Generated data from Pangea Studio

In a single 4-hour window yesterday, Aave experienced a liquidation cascade: $111M wiped out. 787 positions liquidated.



I get to listen to Joe everyday and I still learnt something from his deep dive into his research supporting the 300M USD decisions @yieldbasis and @CurveFinance.

Leviathan Livestream: Llama Party feat. JoeWait of Pangaea x.com/i/broadcasts/1…



James reposted

Refueling is live on @yieldbasis and coming soon to @CurveFinance. But what is it? The new Twocrypto pool implementation automates the adjustment of concentrated liquidity - but rebalancing has a cost. Refueling covers this cost to optimise liquidity depth and lower slippage🧵

in_pangea's tweet image. Refueling is live on @yieldbasis and coming soon to @CurveFinance. But what is it?

The new Twocrypto pool implementation automates the adjustment of concentrated liquidity - but rebalancing has a cost. Refueling covers this cost to optimise liquidity depth and lower slippage🧵

James reposted

Due to its relatively high 1% pool fee, @yieldbasis receives low volume when BTC volatility is low. Trades cluster in vertical bands along big price moves. "Market volatility is your yield"

in_pangea's tweet image. Due to its relatively high 1% pool fee, @yieldbasis receives low volume when BTC volatility is low. Trades cluster in vertical bands along big price moves.

"Market volatility is your yield"

James reposted

Very interesting article from our friends at @in_pangea . @yieldbasis generating ~8% incremental volume for @CurveFinance . Some thoughts: One key point is that YB has focused on providing extremely deep liqudity in a specific pair (crvUSD and BTC through 3 wrappers). This…

We investigated how much volume YieldBasis generates for Curve. We found: - Every $1 traded on YieldBasis generates at least $1.089 volume on Curve - >88% of this volume was due to crvUSD swaps - YieldBasis has a disproportionate impact in increasing Curve’s market share

in_pangea's tweet image. We investigated how much volume YieldBasis generates for Curve.

We found:
- Every $1 traded on YieldBasis generates at least $1.089 volume on Curve
- >88% of this volume was due to crvUSD swaps
- YieldBasis has a disproportionate impact in increasing Curve’s market share


James reposted

We investigated how much volume YieldBasis generates for Curve. We found: - Every $1 traded on YieldBasis generates at least $1.089 volume on Curve - >88% of this volume was due to crvUSD swaps - YieldBasis has a disproportionate impact in increasing Curve’s market share

in_pangea's tweet image. We investigated how much volume YieldBasis generates for Curve.

We found:
- Every $1 traded on YieldBasis generates at least $1.089 volume on Curve
- >88% of this volume was due to crvUSD swaps
- YieldBasis has a disproportionate impact in increasing Curve’s market share

James reposted

👀

After lifting pool caps to $10m and BTC sending to ATH @yieldbasis pools are going brrrrrrrr

in_pangea's tweet image. After lifting pool caps to $10m and BTC sending to ATH  @yieldbasis pools are going brrrrrrrr


What's this!?

lcm_in_pangea's tweet image. What's this!?

Yield Basis and Legion Capital Raise Detailed Analysis by Pangea generated  Oct 1 2025 | Data source: Ethereum mainnet (Sept 29‑Oct 1) @yieldbasis @legiondotcc Learn what's happened on chain and what to expect next 🧵👇



James reposted

Caps raised on @yieldbasis pools, $10m filled up real fast. They can't keep getting away with this.

in_pangea's tweet image. Caps raised on @yieldbasis pools, $10m filled up real fast.

They can't keep getting away with this.

James reposted

There is a special place in hell reserved for devs who needlessly omit crucial data from their smart contract events.


Have to say for me it’s actually staying on task

Claude 4.5 Sonnet just refactored my entire codebase in one call. 25 tool invocations. 3,000+ new lines. 12 brand new files. It modularized everything. Broke up monoliths. Cleaned up spaghetti. None of it worked. But boy was it beautiful.

vasumanmoza's tweet image. Claude 4.5 Sonnet just refactored my entire codebase in one call.

25 tool invocations. 3,000+ new lines. 12 brand new files.

It modularized everything. Broke up monoliths. Cleaned up spaghetti.

None of it worked.
But boy was it beautiful.


People still discovering that logs block in nodejs 14 years later

Node.js event loop utilization for one our services went from about 80% to 20% just by removing logs 🤦‍♂️

maverickdotdev's tweet image. Node.js event loop utilization for one our services went from about 80% to 20% just by removing logs 🤦‍♂️


Has anyone looked at github.com/zml/zml it implies it can do sharding over normal network with a mix of gpu and arch. Could be great considering the limited pcie slots on consumer machines


Understanding failure. Bitcoin miners have power contracts and data centres.

BREAKING: $2 TRILLION SEARCH GIANT GOOGLE TO BUY STAKE IN PUBLIC #BITCOIN MINER CIPHER MINING BIG TECH BACKING BTC. THIS IS HUGE 🚀

pete_rizzo_'s tweet image. BREAKING: $2 TRILLION SEARCH GIANT GOOGLE TO BUY STAKE IN PUBLIC #BITCOIN MINER CIPHER MINING  

BIG TECH BACKING BTC. THIS IS HUGE 🚀
pete_rizzo_'s tweet image. BREAKING: $2 TRILLION SEARCH GIANT GOOGLE TO BUY STAKE IN PUBLIC #BITCOIN MINER CIPHER MINING  

BIG TECH BACKING BTC. THIS IS HUGE 🚀


new YB pools not yet integrated by bots, already @in_pangea though :)

Arbitrage on @yieldbasis for anyone who wants to take it.

in_pangea's tweet image. Arbitrage on @yieldbasis for anyone who wants to take it.


Can’t wait for this, splitting work across cheap and easy dram and expensive gpu memory

Paving the way for unlimited context windows. Introducing @zml_ai /attnd: sparse logarithmic attention, on CPU, over UDP, faster than GPU.



All tokens are equal, but some tokens are more equal than others

we're working on the new landing page for zen and want to mention speed but showing tokens per second doesn't work because 1. hard to understand 2. some companies have confused the metric by claiming 2000 tps - but in practice is slower/low quality have to get creative



The original agent. Clippy.

This is my quant.

in_pangea's tweet image. This is my quant.


James reposted

Next week with @leviathan_news @JoeWaitOfficial @512M_AG @OpenStableIndex @CurveCap Save the date. Whats on the menu? 2nd tweet 👇 x.com/i/spaces/1YpKk…


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