Pinned Tweet
BTC 4H
Price holding ~$78k
Funding positive but not extreme
OI still elevated and recovering
Classic setup where everyone is waiting for a catalyst while the data just says “fine.”
I’m not gonna overcomplicate this. Long your longs.
Great pod with @chairmanlee_ . Inference is already trading like a commodity. every request on liquidinference clears in a live auction, with the price capped before the first token!
Gate Ventures Podcast | Episode 19
Compute as the Next Commodity: From GPU Futures to Inference Markets
Join Gate Ventures as we sit down with Andrew Lee, Chief Technology Officer at @Architect_Fi, Welcome to our live show! xitter.gq/i/broadcasts/2LPXbgMML…
Rambo retweeted
I’m honored to speak at the @CFTC’s first Frontier Forum in DC next week. Looking forward to discussing the role of SI in US futures markets. Thank you to Chairman Selig and the Innovation Task Force.
Super intelligence is poised to transform our financial markets.
Through the @CFTC's inaugural Frontier Forum, we are bringing together leaders at the intersection of technology and finance to explore the opportunities and risks of super intelligence and help shape the next frontier of American financial innovation.
Read more about our first Frontier Forum on October 28:
cftc.gov/PressRoom/PressRele…
Architect made AI usage cheaper. Liquid Inference runs a live auction on every prompt so providers compete!
inference.ai.exchange/sign-u…
Pretty good listen if you're interested in compute markets
The Compute Markets pod.
> why do we need compute markets
> 2017 crypto markets = 2026 compute markets (?)
> why finding GPUs takes so long
> what’s really bottlenecking AI
> what should Instinct do
> GPU lending
with @BrettHarrison + @andrawesbahou
The @Architect_Fi account is compromised and we’re working with X to regain access.
Disregard any posts from the account until further notice.
Rambo retweeted
We're in limited release for individual accts. We are thinking of continuing no auto-liquidation for individuals 🤔
Is this compelling to a pro-tail RWA traders?
Imagine funding rate arbs on weekends and being able to top up vs liquidation after a bad funding print.
Architect’s traditional perpetuals exchange AX, one of the fastest-growing regulated derivatives exchanges in history, is opening trading to individuals and omnibus brokers. With $3B notional in <6 months in institutional trading, we’re excited to welcome a new investor class.
We launched AX in February with the conviction that building the largest global regulated exchange for traditional asset perpetuals starts with addressing the needs of institutions and professional market participants: robust risk controls, institutional-grade infrastructure, responsible leverage, wash-trading and market manipulation prevention, no internal market maker, and a clear tier-1 regulatory framework.
Our GTM strategy was a risk we took based on ambition, industry experience, intuition, and discipline. Our team is now ready to win the opportunities that risk has yielded, in expanding our markets internationally and building what’s needed here in US derivatives markets.
AX offers individual traders the same benefits that have enabled our institutional customers to grow the exchange this large this quickly: a market-defining UX, infrastructure built by elite industry experts, superior book liquidity, low fees and open incentive programs, high-throughput and full-featured APIs, competitive margin, 24/7 one-on-one support, no auto-liquidation or ADL.
Join us for the next stage of AX and Architect.
Rambo retweeted
Ever since the announcement, there's been some interesting ideas shared about how Nvidia is functioning like a central bank of the AI industrial/infra build out. One main criticism is that there's increasing concentration risk. A liquid and robust derivatives market would do a lot to mitigate concentration risk.
It's fascinating to see in real time because similar stories were prominent case studies from my formal education. The GPU residual value floor reminds me of similar terms that are common in the airline industry, big ag heavy machinery, and the auto industry.
There are fair criticisms of circular financing, concentration risk. This is ultimately why a third party exchange like The AI Exchange would be a more sustainable way to legitimize chips and make AI infra an investible asset class. It would also give Nvidia an opportunity to offset these types of risks.
Equities at ATHs while crypto chops. It's just market structure.
Look at the session returns. We bleed out overnight and through the weekends. Then the US opens, we get the daily Trump taco headline, and spot buyers spend the rest of the day absorbing the dip.
Listen, I don’t argue with the chart.
Half of CT is still asking what the "catalyst" for this bounce was. Did the Middle East calm down? Did Jane Street turn the 10am slam back off?
No. You just handed cheap liquidity to spot buyers.
Look at the chart. You guys spent the last 48 hours aggressively shorting into macro support. Funding goes deep negative, OI builds, and then—bam. Those liquidation spikes right in the middle are your underwater shorts getting forcefully wiped out.
Forced buybacks = instant green candles.
I'm not gonna overcomplicate this. Stop trading headlines, grab your nuts, and long your longs.
I think CT has gone too far into overanalyzing again.
Half the timeline is trading Middle East headlines, and the other half is wondering where the "Jane Street 10am slam" went. Spoiler: the 10am boogeyman was never real, you were just overleveraged during standard US open volatility.
While everyone is looking for ghosts and panicking over geopolitics, the data is actually incredibly simple right now. OI just got nuked, and funding is sitting negative while price holds macro support.
Historically, panic selling into negative funding is exactly what accumulation looks like. Stop overcomplicating it. Long your longs.
Listen, I don’t argue with the chart. We get 1 or 2 opportunities a year this easy.
Grind down to retest previous cycle highs, gold and silver clearly blowoff topped + full moon last night.
All thats left to do is fill whatever bids you missed and wait to see how much Saylor bought this weekend
Historically these longterm grinds haven’t favored the bears, atleast not right away.
Funding is low, skew is up, there'll be a big pop up soon.
At minimum to clean out hedges above 100k and at most we get to the top of 2025 range for ATH retest.
