@TangTrades
Account based inSingapore!
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Trading and Investments. Ex Getco, Heavy-Autumn-Wolf (#1 trader on Bitmex). angel @usdai_official, @monad, @zellic_io, @ethena, @crusoeai. NFA
Joined June 2011
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Tang retweeted
So many people have DM’d me about this trailer and I’ll be honest, watching it made me physically throw up.
I was COO from before FTX even had a name, it was my baby, and I was the last one out of the Bahamas after Sam got extradited. I lost everything I had on it and it took me a long time to get over, so I have zero interest in defending the people who caused this.
The media loves the story that FTX blew up because we were all partying in the Bahamas, but the place I worked looked nothing like that.
We had under 200 people in the core company at its peak, not counting subsidiaries, when other exchanges our size had thousands, so a lot of us were doing 16 to 18 hour days for over three years and barely had time to sleep, and whenever we walked in, day or night, Sam was at his desk.
I worked with Caroline and never once saw her get aggressive like she does in this trailer. She’s quiet and mild, and often lost in her own thoughts.
Most of us didn’t even know she and Sam were dating until we read about it after the bankruptcy, and I never saw him so much as put an arm around anyone.
FTX’s collapse ruined so many people’s lives, including ours, and Netflix decided to make it a love story.
Shame on you @netflix.
Tang retweeted
Introducing GLX, USDAI’s GPU Loan Exchange.
Launching with a $98.1M season-and-sell transaction for Duos Edge AI's facility.
GLX unlocks and entirely new method of capital recycling to the sUSDai vault to scale originations into the billions.
The borrower behind USDAI’s latest $98.1M loan:
@duosEdgeAI, a subsidiary of Nasdaq-listed @duostech.
@get_hydrahost will manage GPU-as-a-Service distribution and operations.
Pricing the interest rate of intelligence, one loan at a time.
Tang retweeted
It paid out 1000 to one for a bet where if you and I each picked an atom at random on the earth, we'd be about 100 sextillion times more likely to pick the same one than that parlay was to hit.
Tang retweeted
Borrow with sUSDai, now available on @jupiter_earn.
New Loop Alert:
sUSDai, the $600M+ yield-bearing dollar from @USDai_Official, makes its Solana debut with 3 new vaults.
Borrow against your sUSDai while you keep earning its GPU-backed yield
Or currently multiply it up to 35% APY.
Tang retweeted
Thanks for having me @andrewrsorkin!!
Data center developer Crusoe is raising $3.9 billion, bringing its valuation to ~$31 billion dollars. @ChaseLochmiller outlines the details: cnb.cx/4cQzN2a
Tang retweeted
If we do not slow down, we will face catastrophic consequences in the immediate future.
I don’t normally tweet about this, but I sincerely believe this is the most important and serious problem of our time.
This is not a joke
Tang retweeted
Cognition founder and 3x Olympiad gold medalist @scottwu46 on the Navier-Stokes solution:
"It's actually insane...guys, we just solved Navier-Stokes with AI. That is absurd. And I don't think it's going to stop."
"All of this stuff is just going to get done. It's hard to put into words if you're not familiar with the scale of it. But Navier-Stokes is a very fundamental problem about fluid dynamics and such. It's been around forever, basically. And lots of people have sunk lots and lots of time into it."
"The fact that this can even just be done in like a week — it's insane."
Tang retweeted
>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
The vibe at crypto-only HFT firms
We mapped Jump Trading's entire Hyperliquid operation.
Since onboarding in December 2025, they have traded nearly $150bn and account for almost 8% of all exchange activity and 20% of all XYZ market activity.
Full report below.
Tang retweeted
Congratulations to our friends at @OpenAI! I guess this makes Abilene the birthplace of AGI!
Tang retweeted
Liquid got got?
Liquid Pegout tx 4000/4200 BTC
8db751a650ae2f12006b7e8c69a75e4df360e8afd6b9e05ae0b9fa6458a7b140
Hacker message: "we are whitehats. contact us on chain"
c103de95817b43f2df635ec6f35ff126ca26a7c6d20570c4b01866b2b3e69a19
It'll be interesting to see the dynamics between depth at @entropyIO (singular focus on pre-IPO stocks) and breadth (@sershokunin is working on spot bridge, equities, commodities, and prediction markets). While other specific ventures have launched with less traction (@ventuals folded,@trasiaxyz is still very early stage), the biggest questions will be how they overtake @tradexyz in market share, how they hedge and handle risk after that because they now are the hedge market, and where they can ship fast and hit the edges (long-tailed early pre-IPO stocks / tokens). Having $100 mm usd/day volume of pre-IPO @AnthropicAI is not interesting. Having $1 mm usd/day of every hot pre-IPO pre-ICO stock and token that's super consensus is. The liquidity begets price discovery and vice versa, just like @Polymarket created the market. I also think that @wintermute_t doing their market making isn't a good nor a bad sign. Market Makers need skin in the game to deploy capital (because all day 1 ventures like this are loss-making relative to cost of capital), and for them to commit to this means they think the venture has a shot to succeed. Are they predatory? Maybe like a 2004 Shaq on the Lakers, they're better than retail but still much smaller footprint than Jump and Cyantarb which are the top 2 firms in market share in crypto (~50% and ~10%, Wintermute around 1%).
Interesting to see Anthropic open at $1.96T market cap.
Rumors are roughly around $2T, expect to see this deviate quite a bit as we get closer to IPO.
Only place in the world to speculate on Anthropic today, all on @HyperliquidX with markets operated by @entropyIO
The top 10 podcats of the ~2400 on bidclub.ai:
1. Ryan Greenblatt — What Happens Once AI Can Automate AI Research? — 95/100
dwarkesh.com/p/ryan-greenbla…
2. Matthew Smith — Why Natural Gas Will Be AI’s Next Great Shortage — 93/100
colossus.com/episode/america…
3. Travis Kalanick — Excellence Is the Capacity to Take Pain — 92/100
youtu.be/QVnU5lGlKE8
4. Inside AppLovin’s $100B Ad Engine — 91/100
bidclub.ai/e/inside-applovin…
5. Lulu Cheng Meservey — Communications Strategist Behind Anduril, Shopify & Cognition — 91/100
youtu.be/DFImJfJGXl0
6. Sam Altman — Building OpenAI & Betting on the Impossible — 90/100
youtu.be/kG8AoExkX40
7. Ben Thompson — Big Tech, China & the AI Boom Running Out of Money — 90/100
bidclub.ai/e/ben-thompson-bi…
8. Etched — Two Harvard Dropouts Who Raised $800M to Take on NVIDIA — 89/100
colossus.com/episode/the-fut…
9. Eric Vishria — Everyone Is Still Undersizing the AI Market — 89/100
colossus.com/episode/sandcas…
10. Lila Sciences — RL with Verifiable Rewards, but the Verifier Is a Lab — 88/100
bidclub.ai/e/lab-future-shou…
bidclub.ai 重新搞了一下。
自己做二级要听一堆podcast，每次用AI扒拉还是有点慢，索性聚合了一下+统一下载下来，每次直接读或者用AI总结就快多了。
目前覆盖了20多个中美播客，2000多集内容。全开放直接可爬可下载。有用的话直接给我提建议：）
Tang retweeted
Interesting disclosure from Ken Griffin via @CNBC that they have shed 80% of the SALP portfolio.
Super high confidence that this was $45b levered more than 4 to 1 so at least $180b gross. Unwinding that $180b would absolutely have had an impact.
Have felt it in the market.