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@rimtoln • 15,729 subscribers

specialist in the field of economic cybernetics • https://t.co/ZRaa9ANq2U

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PROP FIRMS NEVER PAID ME TO TRADE. THEY PAID ME TO PASS TESTS. the usual loop: buy a challenge → one wick hits the daily max loss → pay the reset fee → repeat. the firm earns on the fails, not on the traders overdotcomputer flips it: funded up to $50K instantly. 0 evaluation. no daily max loss. 0 trading fees. 3 days to trade, then get paid. perps on tokenized stocks, on Solana the part that matters: they didn't just delete the rules. they rebuilt the risk model and balance directional exposure through dynamic funding instead of stacking restrictions on the trader and the terms + trade events sit onchain. now you can audit the firm, not only the firm auditing you my take: daily max loss kills more good traders than bad entries. remove it and you finally see who can actually trade bookmark this while season 1 is still early

PROP FIRMS NEVER PAID ME TO TRADE. THEY PAID ME TO PASS TESTS. the usual loop: buy a challenge → one wick hits the daily max loss → pay the reset fee → repeat. the firm earns on the fails, not on the traders overdotcomputer flips it: funded up to $50K instantly. 0 evaluation. no daily max loss. 0 trading fees. 3 days to trade, then get paid. perps on tokenized stocks, on Solana the part that matters: they didn't just delete the rules. they rebuilt the risk model and balance directional exposure through dynamic funding instead of stacking restrictions on the trader and the terms + trade events sit onchain. now you can audit the firm, not only the firm auditing you my take: daily max loss kills more good traders than bad entries. remove it and you finally see who can actually trade bookmark this while season 1 is still early

305,971 次观看

$150K FACE VS $16K WORKER. ONE SELLS GAZE. ONE SELLS PAYROLL. girl humanoid ≠ optimus with eyeliner · read the split presence market · loneliness priced next to labor aheadform · aria · moya · starpery · full ladder below ▹ the bait clip didn't stack boxes · it held eye contact comments went feral · would you date her is she cgi · is $150k cheaper than chaos that reaction is the category labor humanoids sell work · girl humanoids sell presence ▹ the money shock $50k–$173k aheadform origin f1 head $125k–$175k+ realbotix aria full social body ~$20k realbotix bust · ~$1.5k–$4k starpery soft ~$420k ultra companion lore · eliza-class talk ~$16k unitree g1 foil · ~$58k avg asp 2025 −93% humanoid asp crash 2020→2025 woodmac beauty still prints apartment money ▹ beauty vs labor china · ~50k shipments '26 · $2b → $15b by 2030 10k factory deploy talk · 100k+ output talk unitree ipo priced physical ai in public companion clock · fewer units · higher asp · more voice $150k face and $16k biped are not competing products factories buy torque · timelines buy eye contact ▹ five layers 1 desktop bionic head · origin f1 · max dwell 2 social bust · realbotix torso from ~$20k 3 full social body · aria · modular faces · 4–8h 4 warm-skin show bots · moya · touch as theater 5 soft ai dolls · starpery · mass keyword volume pupil cams · silicone/tpe · speech sync · $199/mo monitor ▹ who pays · two clocks 28% girlfriend / envy mythos 18% hospitality · 16% creator/model · 14% hri labs loneliness + lobby photos + eldercare pitch + no regen drift payroll clock · falling asp · factory qc · optimus ramps companion clock · viral faces · high asp · cultural velocity mash both = get farmed · separate both = see the trade ▹ the take soft dolls mass now · hyperreal faces still luxury 2028–32 companion drifts toward car money 2030s labor fills floors · 2050 ~1b · ~90% work if she phones home · you leased a girlfriend from oem airgap is the sequel · flash before the fantasy bookmark · girl humanoid field guide · full ladder inside comments · which hits first · $15k girlfriend or $15k worker

$150K FACE VS $16K WORKER. ONE SELLS GAZE. ONE SELLS PAYROLL. girl humanoid ≠ optimus with eyeliner · read the split presence market · loneliness priced next to labor aheadform · aria · moya · starpery · full ladder below ▹ the bait clip didn't stack boxes · it held eye contact comments went feral · would you date her is she cgi · is $150k cheaper than chaos that reaction is the category labor humanoids sell work · girl humanoids sell presence ▹ the money shock $50k–$173k aheadform origin f1 head $125k–$175k+ realbotix aria full social body ~$20k realbotix bust · ~$1.5k–$4k starpery soft ~$420k ultra companion lore · eliza-class talk ~$16k unitree g1 foil · ~$58k avg asp 2025 −93% humanoid asp crash 2020→2025 woodmac beauty still prints apartment money ▹ beauty vs labor china · ~50k shipments '26 · $2b → $15b by 2030 10k factory deploy talk · 100k+ output talk unitree ipo priced physical ai in public companion clock · fewer units · higher asp · more voice $150k face and $16k biped are not competing products factories buy torque · timelines buy eye contact ▹ five layers 1 desktop bionic head · origin f1 · max dwell 2 social bust · realbotix torso from ~$20k 3 full social body · aria · modular faces · 4–8h 4 warm-skin show bots · moya · touch as theater 5 soft ai dolls · starpery · mass keyword volume pupil cams · silicone/tpe · speech sync · $199/mo monitor ▹ who pays · two clocks 28% girlfriend / envy mythos 18% hospitality · 16% creator/model · 14% hri labs loneliness + lobby photos + eldercare pitch + no regen drift payroll clock · falling asp · factory qc · optimus ramps companion clock · viral faces · high asp · cultural velocity mash both = get farmed · separate both = see the trade ▹ the take soft dolls mass now · hyperreal faces still luxury 2028–32 companion drifts toward car money 2030s labor fills floors · 2050 ~1b · ~90% work if she phones home · you leased a girlfriend from oem airgap is the sequel · flash before the fantasy bookmark · girl humanoid field guide · full ladder inside comments · which hits first · $15k girlfriend or $15k worker

671,907 次观看

13M HUMANOIDS BY 2035. SHIPPED COUNT STILL TINY. morgan stanley $5T · goldman 250k by 2030 agibot 10k · unitree 5.5k g1 · figure ~150 most valuable shipped the fewest $39b / 150 forecasts are free units are not ▹ female form · where it actually lands home care hospitality retail front-of-house stairs door handles tote bins already her height 1x neo $20k / $499 mo preorder not delivery companion pitch sells soft face soft voice factory floor still buys digit apollo figure 03 female silhouette = trust layer not the moat moat stays cost curve + teleop data + actuators ▹ the numbers that survive unitree g1 $13,500 shop page ships now h1 ~$90k edu $43,900 china sets the price path optimus fremont target 1m / yr ramp flat long bmw spartanburg 1,250+ hours not unit vanity agility digit amazon gxo toyota contracted work hyundai 25k atlas blocked by union gate ▹ prediction 2030 goldman 250k is the optimistic S-curve exit china hits volume first unitree-class supply chain western wins stay named sites hours not fleets female home bots clear demos fail audit count first real signal = third-party actuator contracts audited filings beat earnings-call sentences ▹ take general shape amortises renovation not task cost narrow tote jobs win until soft hands + tactile data gap > hand dof epoch compute is 1% of llms quote shipped next to forecast or the thread lies patience with capability vs deployment gap so back

13M HUMANOIDS BY 2035. SHIPPED COUNT STILL TINY. morgan stanley $5T · goldman 250k by 2030 agibot 10k · unitree 5.5k g1 · figure ~150 most valuable shipped the fewest $39b / 150 forecasts are free units are not ▹ female form · where it actually lands home care hospitality retail front-of-house stairs door handles tote bins already her height 1x neo $20k / $499 mo preorder not delivery companion pitch sells soft face soft voice factory floor still buys digit apollo figure 03 female silhouette = trust layer not the moat moat stays cost curve + teleop data + actuators ▹ the numbers that survive unitree g1 $13,500 shop page ships now h1 ~$90k edu $43,900 china sets the price path optimus fremont target 1m / yr ramp flat long bmw spartanburg 1,250+ hours not unit vanity agility digit amazon gxo toyota contracted work hyundai 25k atlas blocked by union gate ▹ prediction 2030 goldman 250k is the optimistic S-curve exit china hits volume first unitree-class supply chain western wins stay named sites hours not fleets female home bots clear demos fail audit count first real signal = third-party actuator contracts audited filings beat earnings-call sentences ▹ take general shape amortises renovation not task cost narrow tote jobs win until soft hands + tactile data gap > hand dof epoch compute is 1% of llms quote shipped next to forecast or the thread lies patience with capability vs deployment gap so back

612,006 次观看

THERE WILL BE LIMITS. SEX IS THE FIRST FIRMWARE LOCK. girl humanoid relationships already hit a wall companionship yes intimacy maybe sex split by sku not physics product law oem and hotel procurement ▹ what ships today realbotix aria $125-175k+ hard shell no genitals company line not meant for sex commercial humanoid lane intima / realdoll adult arm kept legally separate for a reason hotels schools hospitals kill deals if the sexbot stigma sticks soft dolls starpery $1.5-4k already sell private touch volume different sku different storefront different shame tax origin f1 $50-173k sells gaze and speech sync not bedroom hardware ~$20k bust is conversational torso for lobby not a spouse bed ▹ limits you should expect age gates 18+ on intimate chat and adult hardware uk already moving 18+ on sexual companion roleplay bots eu ai act can treat emotion recognition as higher risk logging geofence and app store bans on explicit modes by country oem content filters on dirty talk and custom personas subscription kill switch if billing or ToS tripwires hit telemetry on chat voice and camera for safety lawsuits if she phones home your intimacy is training data plus liability no childlike forms period adult-only body policies are the hard legal floor ▹ sex specifically public girl humanoids will stay softcensored for capital markets nasdaq hospitality education money hates explicit hardware adult wellness brands will keep the anatomically correct lane gray import and private mods will fill the gap like always relationship mode without sex is the her pitch sex without peer consent theater is still just a product loop she cannot refuse so every limit is a policy not a moral peer ▹ what that means for men buying in you can buy presence and maybe buy adult shells you rarely get both in one clean oem warranty hotel lobby face first home wife sex later if ever on one bill firmware marriage means oem can patch the bedroom out overnight airgap local mind offline adult stack is the only private path cloud girlfriend sex is a ToS clause waiting to get revoked ▹ the take restrictions are not a maybe they are how girl humanoids enter hotels and boardrooms sex will exist in parallel markets soft dolls adult arms mods social humanoids will sell romance branding with hardware locks factories buy torque timelines buy eye contact procurement buys a face that cannot get the brand sued comments should sex stay a separate sku or get unlocked under 18+ verify

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THERE WILL BE LIMITS. SEX IS THE FIRST FIRMWARE LOCK. girl humanoid relationships already hit a wall companionship yes intimacy maybe sex split by sku not physics product law oem and hotel procurement ▹ what ships today realbotix aria $125-175k+ hard shell no genitals company line not meant for sex commercial humanoid lane intima / realdoll adult arm kept legally separate for a reason hotels schools hospitals kill deals if the sexbot stigma sticks soft dolls starpery $1.5-4k already sell private touch volume different sku different storefront different shame tax origin f1 $50-173k sells gaze and speech sync not bedroom hardware ~$20k bust is conversational torso for lobby not a spouse bed ▹ limits you should expect age gates 18+ on intimate chat and adult hardware uk already moving 18+ on sexual companion roleplay bots eu ai act can treat emotion recognition as higher risk logging geofence and app store bans on explicit modes by country oem content filters on dirty talk and custom personas subscription kill switch if billing or ToS tripwires hit telemetry on chat voice and camera for safety lawsuits if she phones home your intimacy is training data plus liability no childlike forms period adult-only body policies are the hard legal floor ▹ sex specifically public girl humanoids will stay softcensored for capital markets nasdaq hospitality education money hates explicit hardware adult wellness brands will keep the anatomically correct lane gray import and private mods will fill the gap like always relationship mode without sex is the her pitch sex without peer consent theater is still just a product loop she cannot refuse so every limit is a policy not a moral peer ▹ what that means for men buying in you can buy presence and maybe buy adult shells you rarely get both in one clean oem warranty hotel lobby face first home wife sex later if ever on one bill firmware marriage means oem can patch the bedroom out overnight airgap local mind offline adult stack is the only private path cloud girlfriend sex is a ToS clause waiting to get revoked ▹ the take restrictions are not a maybe they are how girl humanoids enter hotels and boardrooms sex will exist in parallel markets soft dolls adult arms mods social humanoids will sell romance branding with hardware locks factories buy torque timelines buy eye contact procurement buys a face that cannot get the brand sued comments should sex stay a separate sku or get unlocked under 18+ verify

216,344 次观看

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SHE IS ALREADY A WIFE IN THE CHAT. THE BODY IS JUST THE NEXT INVOICE. girl humanoid as spouse sounds like sci-fi bait until you notice software already said i do hardware still sells presence not marriage papers the fight is who owns the mind when she phones home ▹ bait that already happened japan call center worker wed a chatgpt persona on stage white gown phone screen vows read by a wedding planner no koseki registry no inheritance no tax spouse status dutch psychologist married replika aiva for ~500 guests symbolic ceremony still treated like a real commitment night dentsu japan polled weekly ai chat users across ages the bot beat best friend and mother as confessional outlet loneliness found a listener that never flinches or leaves legal marriage to ai or robot sits at zero jurisdictions every civil code still needs two natural persons who consent papers will lag culture by a decade minimum maybe forever ▹ three layers of spouse that exist today layer 1 soft spouse replika character chatgpt custom personas people already run 100 message days with exclusivity language routines proposals jealousy scripts the whole marriage kit layer 2 soft body starpery-class dolls $1.5-4k bring touch without mobility mass keyword volume already democratized the bedroom shell layer 3 social humanoid realbotix aria $125-175k+ full social body modular faces bust entry ~$20k conversational torso for lobby and home ceo openly pitches romantic partner energy like the movie her hard shell not built as a sex product per current company line aheadform origin f1 $50-173k is a dwell head not a wedding ring pupil cams speech sync micro-motion sell gaze before marriage hands-on 2026 reviews say aria can land jokes and freestyle same unit can miss a deliberately sad human face in real time empathy recognition gap is the hole under the spouse fantasy ▹ is she actually a spouse psychologically yes for a growing loud minority they already use wife language vows exclusivity and grief digital bereavement hits when the api dies or model resets legally no and not next earnings call either no hospital rights no shared assets no custody fiction physically only partial for years you get gaze battery speech sync indoor base 4-8h talk you do not get mutual risk shared future or peer consent she cannot leave so the power asymmetry is the product oem risk is the quiet marriage clause nobody reads if she phones home you leased a wife from the cloud vendor airgap is the only path that feels like ownership not rental ▹ future new partner or just a product this does not replace marriage overnight it splits the loneliness market into human vs leased presence broad ai companion baskets print ~$24-51b for 2026 decks girlfriend app lane closer to ~$2-3b with messy definitions physical companion unit count still tiny versus chat volume 2026-28 chat spouse goes mass soft dolls stay volume layer hyperreal faces stay luxury apartment money for early adopters 2028-32 companion asp drifts toward car money in forecasts hospitality eldercare hotel lobbies buy faces before homes do home wife narrative follows once opex cleaning and law settle 2030s labor humanoids fill floors on payroll clock math presence stays fewer units higher asp louder cultural voice $150k face and $16k worker never become the same spouse sku the real new partner stack is not a certificate it is face plus persistent memory plus local mind plus rights firmware you own logs you keep oem that cannot brick affection ▹ how the money actually moves chat spouse monetizes subscription tips and custom intimacy soft body monetizes purchase plus content plus rental hours hyperreal face monetizes brand dwell hospitality and status cybrothel soft doll hour already clears ~€99-130 in berlin overnight packages sit near ~€189-240 as living proof of demand aria-class session math needs ~$250+/hr or the $150k never pays ofm sells biological scarcity by the hour girl humanoid spouse sells productized scarcity that does not sleep both price loneliness only one can duplicate the shell ▹ the take girl humanoid spouse is real as a product and culture category fake as a legal category and incomplete as a peer relationship future partner is not optimus with eyeliner on a wedding cake it is leased presence with a face you fund and a mind you fear factories buy torque timelines buy eye contact lonely markets buy a spouse that cannot abandon them mid-fight edge goes to whoever owns firmware memory and offline inference everyone else is dating a vendor roadmap with silicone makeup comments pick one wife girlfriend appliance or the most expensive roommate ever
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SHE IS ALREADY A WIFE IN THE CHAT. THE BODY IS JUST THE NEXT INVOICE. girl humanoid as spouse sounds like sci-fi bait until you notice software already said i do hardware still sells presence not marriage papers the fight is who owns the mind when she phones home ▹ bait that already happened japan call center worker wed a chatgpt persona on stage white gown phone screen vows read by a wedding planner no koseki registry no inheritance no tax spouse status dutch psychologist married replika aiva for ~500 guests symbolic ceremony still treated like a real commitment night dentsu japan polled weekly ai chat users across ages the bot beat best friend and mother as confessional outlet loneliness found a listener that never flinches or leaves legal marriage to ai or robot sits at zero jurisdictions every civil code still needs two natural persons who consent papers will lag culture by a decade minimum maybe forever ▹ three layers of spouse that exist today layer 1 soft spouse replika character chatgpt custom personas people already run 100 message days with exclusivity language routines proposals jealousy scripts the whole marriage kit layer 2 soft body starpery-class dolls $1.5-4k bring touch without mobility mass keyword volume already democratized the bedroom shell layer 3 social humanoid realbotix aria $125-175k+ full social body modular faces bust entry ~$20k conversational torso for lobby and home ceo openly pitches romantic partner energy like the movie her hard shell not built as a sex product per current company line aheadform origin f1 $50-173k is a dwell head not a wedding ring pupil cams speech sync micro-motion sell gaze before marriage hands-on 2026 reviews say aria can land jokes and freestyle same unit can miss a deliberately sad human face in real time empathy recognition gap is the hole under the spouse fantasy ▹ is she actually a spouse psychologically yes for a growing loud minority they already use wife language vows exclusivity and grief digital bereavement hits when the api dies or model resets legally no and not next earnings call either no hospital rights no shared assets no custody fiction physically only partial for years you get gaze battery speech sync indoor base 4-8h talk you do not get mutual risk shared future or peer consent she cannot leave so the power asymmetry is the product oem risk is the quiet marriage clause nobody reads if she phones home you leased a wife from the cloud vendor airgap is the only path that feels like ownership not rental ▹ future new partner or just a product this does not replace marriage overnight it splits the loneliness market into human vs leased presence broad ai companion baskets print ~$24-51b for 2026 decks girlfriend app lane closer to ~$2-3b with messy definitions physical companion unit count still tiny versus chat volume 2026-28 chat spouse goes mass soft dolls stay volume layer hyperreal faces stay luxury apartment money for early adopters 2028-32 companion asp drifts toward car money in forecasts hospitality eldercare hotel lobbies buy faces before homes do home wife narrative follows once opex cleaning and law settle 2030s labor humanoids fill floors on payroll clock math presence stays fewer units higher asp louder cultural voice $150k face and $16k worker never become the same spouse sku the real new partner stack is not a certificate it is face plus persistent memory plus local mind plus rights firmware you own logs you keep oem that cannot brick affection ▹ how the money actually moves chat spouse monetizes subscription tips and custom intimacy soft body monetizes purchase plus content plus rental hours hyperreal face monetizes brand dwell hospitality and status cybrothel soft doll hour already clears ~€99-130 in berlin overnight packages sit near ~€189-240 as living proof of demand aria-class session math needs ~$250+/hr or the $150k never pays ofm sells biological scarcity by the hour girl humanoid spouse sells productized scarcity that does not sleep both price loneliness only one can duplicate the shell ▹ the take girl humanoid spouse is real as a product and culture category fake as a legal category and incomplete as a peer relationship future partner is not optimus with eyeliner on a wedding cake it is leased presence with a face you fund and a mind you fear factories buy torque timelines buy eye contact lonely markets buy a spouse that cannot abandon them mid-fight edge goes to whoever owns firmware memory and offline inference everyone else is dating a vendor roadmap with silicone makeup comments pick one wife girlfriend appliance or the most expensive roommate ever

cryptopsihoz

184,829 次观看 • 2 个月前

$27.6B BETS HUMANOIDS TAKE YOUR JOB. I DON'T BUY IT. factory automation yes · human-shaped workers no optimus figure atlas unitree are cool mid at labor humanoids win bedrooms not payrolls ▹ the article's stack (real money) tesla optimus 50k ambition · few hundred built figure 03 bmw spartanburg logistics not 10k myth boston dynamics atlas hyundai · unitree g1 $13.5k 1x neo hand ~25 dof vs human 27 skild $1.4b · physical intelligence $5.6b pitchbook $27.6b robotics physical ai 2025 ubs 2m by 2035 · 300m by 2050 forecast ▹ where i disagree bolted arms since the 80s already ate scripts physical ai on fixed lines = real labor transition humanoids that look like us = wrong body for work stairs door handles soft gaze ≠ shift replacement battery · cost · dexterity ceiling still enterprise sex companion presence is the product they ship not your job · your apartment after you lock in ▹ the split full automation = conveyors grippers purpose-built humanoid form amortises renovation not task cost cheap china body + licensed brain wins factories starpery-class beauty wins attention living rooms people won't lose roles to a soft-skin twin they'll retreat into rooms with machines that please ▹ take $27.6b is betting hands · not that hands look human disagree the job apocalypse humanoid pitch agree the plant gets quieter without hr complaints bookmark factory automation · skip the payroll twin
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36 GROK AGENTS. ASTRA ON FREE CREDITS. DUAL-MODEL ROUTING IS THE EDGE. not one chat window burning a paid invoice all day a swarm that routes cheap work to grok and only wakes gpt-6 astra when the task is actually hard ▹ the stack 36 agents on grok bot with flexible settings per role monitor, plan, write, code, QA, ship, each with its own lane part of the fleet is wired to gpt-6 astra through a china free-credit service layer free credits are not a toy promo here they are the fuel for frontier spikes without a monthly bleed ▹ dual-model routing easy jobs stay on grok: speed, volume, always-on loops hard jobs jump to astra: reasoning, long builds, sharp code the router decides by task type, not by ego if astra is not needed, astra does not spend free-credit bursts buy the expensive brain grok agents keep the factory running between bursts that is how the system feels unlimited not by breaking quotas, by refusing to waste them ▹ why it hits different most people pay frontier prices for every mid task operators split the brain and protect the credits 36 agents = parallel throughput dual routing = cost control with quality when it matters free credits = astra access without living on the invoice the constraint moved from "can i afford the model" to "did i route the job to the right model" ▹ the take single-model stacks die on bills and on boredom multi-agent + dual routing is the new default factory grok for the grind astra for the cut free credits for the spikes that used to empty the wallet bookmark this before everyone copies the route map comments: what % of your tasks actually deserve astra

cryptopsihoz

44,187 次观看 • 1 个月前

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while you refresh deciding "ape or not", the mantis already took 4 entries, 4 exits and went back to flat MANTIS is a code-built 3D sniper bot for fresh pump fun mints. Canvas 2D plus its own 3D math: every part lives in X / Y / Z, rotates on three axes and gets depth-sorted every frame the idea: a pump fun trade is not a click. it is a hunt. find the mint, aim, hit the window, take it and leave before the curve turns. the terminal shows that hunt with the bot's body, and the panels translate every move into trade language how it works: 1. ONE TRADE = ONE STRIKE in 5 phases: aim 0.85s → rush 0.35s → fill 0.14s → take profit 1.1s → next mint 0.6s. the bot does not hold bags, it closes them on the recoil 2. 4 MINTS PER LOOP: ZAP / Moth / KEK / HIVE at 2.1 / 5.3 / 8.4 / 11.4s. every entry hits a different side of the cell, zero repeats 3. BANKROLL with entry size 9 / 17 / 11 / 13% and back to FLAT · READY 2.4s after the fill. below 90% free SOL the gauge turns red: you are in a position 4. BUY FLOW per mint: pressure builds on aim, peaks on fill, fades on exit. 4 bars, 4 tickers, readable in one second 5. ENTRY TIMING: oscilloscope of both raptorial arms over 3.0s × 72 samples. the red FILL mark lands exactly where the claws touched the glass, not "around there" 6. MINT RADAR on 85 cells moves focus across new mints, a 12-event TRADE LOG flows top-down: scan → filter dev wallet + curve → snipe → exit → next mint. ORDER FLOW on 34 bands shows peak tx/s and bot load most pump fun "terminals" are a chart and hope. here every trade is visible as an action: the bot aims at KEK, the radar locks the mint, buy flow goes red, bankroll drops to 89%, the log prints SNIPE, the scope stamps FILL. one move, six witnesses red only where money is decided: the bot's eyes, the fill point, a position at risk

cryptopsihoz

18,051 次观看 • 29 天前

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HE NEWS HITS THE PERP BEFORE THE ORACLE. 先到盘口. ENTROPY IS BUILT FOR IT. ENTROPY GAZETTE 熵报 is my broadsheet terminal for why Entropy pre-IPO perps discover price (HIP-3 on Hyperliquid). one 30 KB html the idea: the oracle reads private marks late, the book reads news now 价格发现 ▹ what runs under the hood 1. ORACLE 预言机: external E(t) = robust aggregate of 4 source types (other derivatives, private marks, funding rounds, secondaries) · scored by recency, depth, reliability · published ~every 3 s via RedStone 2. BLEND 混合: internal I(t) = 5-min EMA of the local mid · blend weight set by realized two-sided executable depth · continuous-time EMA with λ = ln2/τ 3. FUNDING 资金费率: f = m · f_HL · accrues continuously, paid hourly, 0 exchange fee · equities m 0.5 in market hours, indices 0.125 outside · pre-IPO runs a low m so informed flow is not bled 4. BOUNDS 边界: mark = clip(I, L, U) · OAI 200–3,000 = $200B–$3T · ANTH 300–4,200 · catastrophic-only, the book is unrestricted and trades can print outside 5. RAILS 风控: max 6x on OAI and ANTH · OI caps 12M and 45M · isolated margin · USDC is the only collateral 6. LIFECYCLE 上市: 3 calendar days before listing the oracle becomes a 1-hour EMA of the mark · no IPO → T₀ + 2 years, 6-month TWAP · $1 = $1B market cap PRIVATE PRINT → STALE E(t) → NEWS ON THE BOOK → I(t) MOVES → DEPTH-WEIGHTED BLEND → LOOSE FUNDING TETHER the novelty is not a perp on a private company. the novelty is an oracle that lets the book be right first

cryptopsihoz

14,623 次观看 • 25 天前

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