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馃摚 Announcement 馃摚
After months of development, I'm excited to announce that, Dexu, our all-in-one web3 data analytics platform powered by AI, is officially live.
Find alpha on the latest trends and narratives with our comprehensive insights into the crypto markets.
Here's what makes Dexu a game-changer 馃У馃憞馃徎
on september 6th, the very day fomo revenue topped, i installed the app and bought few memecoins.
didn't do any other trades. 2 months of hodling and today my small fomo portfolio is down 92%.
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call claude straight from anthropic and you get claude.
but more and more, inference doesn't go direct. it goes through routers, clouds, and pools reselling the model, or open weights osted by 20 different providers. and they are not equal.
same open weights, different provider: 37% on one, 93% on another. same benchmark.
some serve a quantized version at full price. some break your tool calls. some quietly halve your context. the
response still comes back looking fine every time. it's hard for you to measure
one group tracked 189 api endpoints for 4 months. 37 silent changes. nobody checks this across providers, and it's hard to get reliable numbers.
that's imo one of the most underrated problems in ai rn.
@miranetwork just launched sterling to fix exactly that. tests every provider behind every model every 2 hours,
scores on a public page, routes you only to the ones that pass.
verified inference. claude, gpt, gemini live today. up to 50% off, pay in usdc or mira.
Introducing Sterling: Inference from verified providers.
The model you鈥檙e paying for might not be the one answering you. Every API model is served by a provider. Some serve a smaller version. Some break tool calls.
Sterling tests all providers and routes to the verified ones.
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consider yourself smart money if you use rabby as your main wallet.
We tracked 400,000 traders through six retail apps on Hyperliquid. They bring traders, volume and fees every month, but users are down $280M all-time.
Over half of what they lost through the apps went to fees, and one in seven is active after 3 months.
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sentiment around ledger has never been that negative.
can they survive this and remain leader in their sector?
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highly recommend the new stacy brain newsletter for anyone looking for original insights on web3 marketing
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$arb has outperformed all L2 and even L1 coins in the last 90 days.
it benefitted from robinhood szn via the arbitrum expansion program (revenue sharing). what else?
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bitget and magic eden exploits both happening in 24h is brutal.
if very well funded protocols and web3 companies are not safe, makes you wonder if that extra yield on a new defi protocol is really worth the risk.
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absolutely tragic.
pls retweet the tweet below to amplify.
our industry can't just mature in terms of tech. it should mature also human-wise. and professionally.
really can't imagine this to happen to a web2 employee.
The day after she made this post, she was found dead
Hsin-Ju was one of the nicest people I met and made this industry feel inclusive
May you rest in peace @hsinju 馃挏
few years ago Near was known to be an unused L1. then they moved to ai.
but they didn't stop there. they have been pushing relentlessly in the last 2 years. confidential intents/perps, supports perps on hyperliquid, and tokenized equities, and more.
not surprising their token is doing better than all other ai alts, including tao.
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those who internalize this chart and position themselves accordingly will be much more likely to be successfull in the next years.
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If you can't stand the heat, stay out of the kitchen.
eventually as ppl get liquidated for the nth time, the easiest thing would be to delete the easy trigger. which right now is deleting Fomo from your phone.
perfect example of why it's critical to have frontier open source llm models.
imagine paying $$ for tokens AND have your work stolen by the llm provider company. which can always throw 1000x more compute and has lawyers to ensure you can't do anything about it.
entire verticals being destroyed as these companies seeing all the alpha and making a killing products out of it.
this is ftx+alameda situation on ai industry.
>math professor spends a year on one of the hardest unsolved problems in math
>"Navier-Stokes"
>his drafts for the whole project went through codex sessions
>openai had his logs in codex
>suddenly rumor leaks AI solved it
>he emails openai to ask what's going on
>openai calls within days
>"funny story, our model also solved it"
>using his exact approach
>asks openai: did you train on my sessions?
>no answer
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mentions of 'equities' on ct have been in up only trend since q4 2024.
tokenized equities. this is the new crypto. the ultimate pmf.
best businesses in crypto are quiet b2b services. for a while, it was audit companies like certik.
now in the age of ai things have changed. integrations and who are your clients matter the most.
with the exponential growth of tokenized stocks while players like xstocks (kraken), ondo, coinbase b20, binance bstocks are competing, they are all using @AlpacaHQ as custodian.
it's the best biz because nobody is expecting a token, or an incentive program from alpaca. you've even probably never heard of them. yet the biggest crypto companies rely on their services.
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as much as i would like to see this rally continue, it's hard to ignore all the exploits, halted/rollebacked chains, governance takeovers, oracle manipulations etc. these are all fundamental to the crypto tech. and by that i conclude that we are not yet ready for a bull market.
i see this rally mainly as macro traders rotating their portfolios for more risk-on exposure, resulting in increased etf inflows, and a much needed relief bounce.
