frank

frank

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Coinbase seems to have bricked Arbitrum USDC withdrawals and is routing them through Ethereum instead. Some @liquidtrading users flagged deposit issues today. We checked the tx hashes, and the funds were showing up on Ethereum, not Arbitrum. I tried it myself. Same thing. Good reminder: sometimes the bug is not your startup. It’s the multi-billion dollar company.

codex is way better at code than claude but claude has so much aura

Adding "macro econ expert" and geopolitical expert" to my bio right now.

This is a huge step forward in the development of finance. The most important equity index in the world is now tradable 24/7, on @liquidtrading!

S&P Dow Jones Indices and trade[XYZ] have joined forces to launch the first official S&P 500 perpetual contract, available exclusively on Hyperliquid. For 69 years, the S&P 500 has been a defining reference point for global finance. Until now, access to that benchmark has been

Trade oil with leverage No 100k minimum, no market closures, no bullshit Trade like the 1%

One of the underrated advantages of trading hip3 markets for things like CL is no min size requirements like on brokerage & the ability to be more precise with positioning. The micros are pretty illiquid & not every retail trader wants to scale a position in ~100k lots

If this is true, the war is essentially over. Very few of the ships going through the Strait of Hormuz are going to either the US or Israel -- they are mostly going from the Persian Gulf to Asia and the Europe.

The Kobeissi Letter

@KobeissiLetter

BREAKING: Iran's Foreign Minister says any country except for the US and Israel is allowed to pass through the Strait of Hormuz, per NY Post.

Is AI making people dumber? I am worried that as AI replaces most human thinking, people won’t exercise their minds as much and their minds will atrophy. Apparently, people can no longer count to 5. twitter.com/frank_liquid/statu...

Monitoring the situation. Perhaps these share prices tell us who wins, who loses? twitter.com/frank_liquid/statu...

I don’t want to come off as too much of a fanboy, but even if you don’t want to read it, remember that everyone else has.

JUNE 2028. The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation. What happened? https://citriniresearch.com/p/2028gic

My thoughts on #1stProof Problem 6 (closely related to areas I've worked in): OpenAI’s solution is essentially correct, and the difficulty feels consistent with AI capabilities over the past several months. More detail in the thread.

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