All in. Every time. Julia Garner and Anthony Boyle star as Caroline Ellison and Sam Bankman-Fried in this limited series about the love scorned prodigies behind the FTX scandal. The Altruists premieres November 19.

cope. seethe. rage Welcome to the finale I partnered with the Wall Street Journal to release this article Probably the single worst hit piece ever written about @Kalshi Guess people will think twice before insulting me in public again wsj.com/finance/currencies/5…

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We are hiring. Join Donut as one of the founding researchers to explore self-evolving agents in financial markets and work with @trorooro on exciting loops in a real-money dynamic environment

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其实这个消息对于HL是偏利空的。 CFTC通过明显利好kalshi这种有KYC的平台做，对HL的竞争对手来说是好事。 如果HL做一个KYC前端那就全完了。至于hip-3做KYC来规避可不可以或者broker能不能规避这个还确实不太清楚。（hip-3大概率是不行的）

This is the the quote I've been citing a lot recently.

1/ Controversial take: hard work is more important than smart work. It's a myth that we only have a few hours of good creative work per day. Train yourself to grind long hours first. You will surprise yourself. The work naturally become higher quality, less distracted.

The structure of the deal is pretty interesting here. I think what’s happening is: 1. xAI is having trouble training a SOTA coding model (hence cofounder departures), bunch of idle GPUs 2. Cursor doesn’t have capital to blow on a $5B training run to compete with Codex/Claude 3. xAI says to Cursor: use all the GPUs you want at cost and get to a SOTA coding model, as long as we have an option to buy you 4. Cursor also gets a free option: train a model better than Opus and get bought out for $60B, or get $10B that pays for all the GPUs you rented Win win

大多数 quant 在问：「我的 alpha 够不够强？」 我们在问的问题不一样：「当 agent 开始执行交易，谁来定边界？」 @DonutAI agent-native 资本的执行层——短期是最强的个人 AI 交易入口，长期是 zero-human funds 的市场基础设施。现在是最早进来的时候。 这个岗位不是只写策略的，是架构层的。在执行层，安全边界不是一个功能——它本身就是产品。 我们要找的人，是那种能把交易执行逻辑封装成 agent 可靠调用的接口、同时清楚知道边界该划在哪里的人。策略全周期你来 own，从 hypothesis 到 backtest 到上线到 post-trade，不 hand off。tick-level 数据上严格 stress-test，标准不是回测好看，是能在生产环境活下来。实时 margin 监控、动态 delta hedge、exposure 管理，这些系统你来建、你来维护。DeFi 每周都在出新机制，你在市场 price in 之前把它集成进来。 技术上：Python/SQL 是基础，C++/Rust 用在延迟敏感的地方。能读 Solidity，懂 AMM 和 lending protocol 怎么运作，看得懂原始链上交易。数学/物理/CS 背景，硕博优先——但比学历更重要的是，你有没有把策略从 idea 一路跑到生产的完整经历。 最重要的一件事：凌晨 3 点系统挂了，你是那种起来诊断、修好再回去睡的人。不是等别人的人。 我们是一支小而精、被 AI 放大的团队。加进来不是填 headcount——是把整个系统的上限往上推。 带着你的 profile DM 我，或投简历 👉 [email protected]

AI agents shouldn’t just talk about markets. They should trade them. Today, we’re launching Manic Agent Mode. A new way for AI agents to participate in real-time prediction markets across crypto, stocks, and gold on Solana.