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sera ★

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11,627 views • 8 months ago •via X (Twitter)

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last year we closed down isc. the final nail in the coffin. my third failed venture. a clear sign from god that my inner voice was correct: loser. worthless. vapid. loud. obnoxious. shitty boss. poor decision maker. someone who can talk the talk, but can’t walk the walk. finally time to give up being a founder. but i couldn’t stop thinking about stablecoins. i had spent the last two years traveling the world learning how stablecoins will fundamentally rewire money movement and unlock yield. once you see it, you can’t unsee it. one of my favorite quotes, “democracy is not self-executing, it must be fought for” the same can be said for building the future. solana as the #1 chain for stablecoins is not a foregone conclusion. far from it. we must outcompete all others and bring regulators onside. that’s why we need Solana Stable Future. i’m back to building something new. to FIGHT FOR THE FUTURE we want to see. stable future is where protocols, institutions, and capital allocators come to build lasting friendships. where we execute our wildest ambitions. where we outcompete all chains for solana dominance. see at the next one! love you, eno

Eno | DAT growth strategist

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🚨Zlatan Ibrahimovic on Barcola + Mbaye to Liverpool for close to €200m: “Premier League inflated the market… now pay the price.” 🗣️“PSG asking close to 200 million for Barcola and Mbaye together is not crazy. It is the market you created. Elliot Anderson goes for 135 million. Morgan Rogers for almost 140. English clubs are throwing ridiculous money at players who have never won a Champions League, never carried a nation at a World Cup, never been the difference in the biggest games. Then they look at Barcola — two-time Champions League winner, France international, proven at the highest level — and suddenly 170 is ‘too much’? Please. Barcola is not some Premier League product hyped by Sky Sports. He is a real footballer who already has European titles. Mbaye is young, hungry, and has the kind of upside that clubs pay fortunes for later when it is too late. Together near 200 is high, yes. A bit high. But egregious? No. Not when the Premier League has completely inflated and ruined the transfer market with their own spending. I know value. I have been the most expensive player, the difference-maker, the one who made clubs rich by existing. PSG are not stupid. They built a machine that wins. They know what their players are worth in this market. If Liverpool want both, stop crying and pay. Or sit down like men and negotiate a serious number that respects the asking price. You cannot complain about the bill after you ordered the most expensive menu on the table for years. The Premier League spent like drunk tourists and now acts shocked when someone else asks for real money for real quality. That is not PSG being greedy. That is the market catching up to the mess English clubs made. If Liverpool want Barcola and Mbaye, they pay what the market demands or they leave them in Paris. Simple. Lions do not negotiate with feelings. They take what is theirs… or they pay the price.”
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🚨Zlatan Ibrahimovic on Barcola + Mbaye to Liverpool for close to €200m: “Premier League inflated the market… now pay the price.” 🗣️“PSG asking close to 200 million for Barcola and Mbaye together is not crazy. It is the market you created. Elliot Anderson goes for 135 million. Morgan Rogers for almost 140. English clubs are throwing ridiculous money at players who have never won a Champions League, never carried a nation at a World Cup, never been the difference in the biggest games. Then they look at Barcola — two-time Champions League winner, France international, proven at the highest level — and suddenly 170 is ‘too much’? Please. Barcola is not some Premier League product hyped by Sky Sports. He is a real footballer who already has European titles. Mbaye is young, hungry, and has the kind of upside that clubs pay fortunes for later when it is too late. Together near 200 is high, yes. A bit high. But egregious? No. Not when the Premier League has completely inflated and ruined the transfer market with their own spending. I know value. I have been the most expensive player, the difference-maker, the one who made clubs rich by existing. PSG are not stupid. They built a machine that wins. They know what their players are worth in this market. If Liverpool want both, stop crying and pay. Or sit down like men and negotiate a serious number that respects the asking price. You cannot complain about the bill after you ordered the most expensive menu on the table for years. The Premier League spent like drunk tourists and now acts shocked when someone else asks for real money for real quality. That is not PSG being greedy. That is the market catching up to the mess English clubs made. If Liverpool want Barcola and Mbaye, they pay what the market demands or they leave them in Paris. Simple. Lions do not negotiate with feelings. They take what is theirs… or they pay the price.”

Vfynn_🥷🏼 𐙚

876,080 views • 23 days ago

🚨Jamie Carragher on Bruno Guimarães’ £75m move from Newcastle to Arsenal: I’ve got no problem with Bruno Guimarães as a Premier League player. He’s solid, he’s got energy, he can dictate a midfield on a good day. But let’s not pretend this is some transformative signing for Arsenal. They’re handing Newcastle £75 million for a 28-year-old who has never lifted a major trophy and has never been the difference-maker at the absolute highest level. That’s not elite business. That’s Arsenal doing what Arsenal do — overthinking, overpaying, and stacking another ‘good’ player on top of a midfield that already has depth instead of solving the real problems. And the irony is beautiful, isn’t it? Remember when Bruno literally laughed at Arsenal’s interest in that Newcastle unveiling video? He sat there smirking while the whole thing was filmed. Now the same club is transferring £75m of their own money straight into Newcastle’s bank account for him. That’s not a transfer. That’s poetic justice. Newcastle win twice: they get the cash and they get the last laugh. This doesn’t elevate Arsenal. It just adds another body. Classic Arsenal. They already have enough midfielders who can control games against mid-table sides. What they still don’t have is that proven winner who flips the biggest matches. Guimarães is very good. He’s not that player. And at that price, with that age profile, it’s a soft, expensive way of papering over the cracks instead of fixing them.”
0:14

🚨Jamie Carragher on Bruno Guimarães’ £75m move from Newcastle to Arsenal: I’ve got no problem with Bruno Guimarães as a Premier League player. He’s solid, he’s got energy, he can dictate a midfield on a good day. But let’s not pretend this is some transformative signing for Arsenal. They’re handing Newcastle £75 million for a 28-year-old who has never lifted a major trophy and has never been the difference-maker at the absolute highest level. That’s not elite business. That’s Arsenal doing what Arsenal do — overthinking, overpaying, and stacking another ‘good’ player on top of a midfield that already has depth instead of solving the real problems. And the irony is beautiful, isn’t it? Remember when Bruno literally laughed at Arsenal’s interest in that Newcastle unveiling video? He sat there smirking while the whole thing was filmed. Now the same club is transferring £75m of their own money straight into Newcastle’s bank account for him. That’s not a transfer. That’s poetic justice. Newcastle win twice: they get the cash and they get the last laugh. This doesn’t elevate Arsenal. It just adds another body. Classic Arsenal. They already have enough midfielders who can control games against mid-table sides. What they still don’t have is that proven winner who flips the biggest matches. Guimarães is very good. He’s not that player. And at that price, with that age profile, it’s a soft, expensive way of papering over the cracks instead of fixing them.”

Vfynn_🥷🏼 𐙚

452,548 views • 1 month ago

A lesson for every Polymarket bot developer: I built a strategy that looked perfect on paper. Backtested it. Looked like a winner. Almost went live. Then i actually measured real costs. Strategy was dead before the first trade. And this is what bot building on Polymarket actually looks like. Here is what happened (and what you MUST know): Backtested mean reversion on crypto dips. SOL came back at +44% return and 70.5% win rate. Beautiful clean curve. Looked ready to ship. Then i measured real round-trip costs on SOL flash dips. Backtest assumed 0.45% in fees and slippage. Reality was 1.44%. Strategy stops working at 0.70%. Starting again. But the lesson was worth more than any profit the strategy could have made. Here is what i actually learned: Taking a dip with a market order means you eat the spread the dip just created. The volatility making your signal is the same volatility destroying your fill. You see the opportunity. You enter. You already lost. But resting a limit order below market and letting the dip come to you? You collect the maker rebate instead. Same thesis. Completely opposite execution. One bleeds money, one prints it. That one realization changed how i think about bot strategy entirely. 180 strategies tested to get there. 179 dead. That is not failure. That is how you find the 5 that actually work. Building a bot on Polymarket is not about finding a magic strategy. It is about eliminating every wrong answer until only the right one is left.
0:11

A lesson for every Polymarket bot developer: I built a strategy that looked perfect on paper. Backtested it. Looked like a winner. Almost went live. Then i actually measured real costs. Strategy was dead before the first trade. And this is what bot building on Polymarket actually looks like. Here is what happened (and what you MUST know): Backtested mean reversion on crypto dips. SOL came back at +44% return and 70.5% win rate. Beautiful clean curve. Looked ready to ship. Then i measured real round-trip costs on SOL flash dips. Backtest assumed 0.45% in fees and slippage. Reality was 1.44%. Strategy stops working at 0.70%. Starting again. But the lesson was worth more than any profit the strategy could have made. Here is what i actually learned: Taking a dip with a market order means you eat the spread the dip just created. The volatility making your signal is the same volatility destroying your fill. You see the opportunity. You enter. You already lost. But resting a limit order below market and letting the dip come to you? You collect the maker rebate instead. Same thesis. Completely opposite execution. One bleeds money, one prints it. That one realization changed how i think about bot strategy entirely. 180 strategies tested to get there. 179 dead. That is not failure. That is how you find the 5 that actually work. Building a bot on Polymarket is not about finding a magic strategy. It is about eliminating every wrong answer until only the right one is left.

Oracle Boar

14,379 views • 4 months ago

RHP Jacob Mayers (LSU Baseball) is an interesting arm in this year's Draft class. Was outstanding as a true Freshman and pitched his way to a 2.02 ERA with 105 Ks to 58 BB across 75.2 innings en route to taking home Southland Conference Pitcher of the Year honors and being named a First Team Freshman All-American. Took a bit of a step back in 2024 and compiled a 4.58 ERA with an SLC-leading 106 Ks to go along with 76 BB in 70.2 IP. Mayers has a projectable, high-waisted frame at 6'5" and 205-pounds. He doesn't have the cleanest or simplest delivery and he'll struggle to repeat it at times. Mayers has a somewhat abbreviated arm stroke and attacks from an over-the-top slot with present arm speed. Front side will sometimes fly open which has led to command issues, but there's some pretty low hanging fruit to clean up in his operation going forward (Ex: getting more into his lower-half, refining it to become more repeatable). Adding strength and explosiveness will be key. Mayers' fastball is his bread-and-butter pitch. It sits in the 92-95 range, but has been up to 97 out of an outlandish 7-foot release height. His release height is certainly a contributing factor here, but the pitch also averaged an eye-popping 24.3" of ride and nearly 2,400 rpm. Mayers threw his heater a whopping 91% of the time and was still able to generate a 35% whiff rate, including a 30% (!) IZ whiff rate, on it. There are plenty of outlier traits, but his command is below-average. If he can up his competitive pitch % and stay in and around the zone on a more consistent basis, it will make it that much more effective. While his FB is the money-maker of his arsenal, Mayers will occasionally mix in a gyro SL in the low-80s that lacks teeth right now. He's still gaining a feel for the pitch and there is work to be done on it going forward, but it could be a potentially above-average offering in the future. 40/45 currently. One of the biggest question marks with Mayers is the development of a third pitch. He mixed in a handful of mid-to-upper-80s and a couple piqued my interest; one showed some fade to the arm side and another flashed late tumbling life. It's clear he isn't comfortable throwing it yet, but this could be the pitch to develop at least to the point where it's serviceable. Mayers right now is very much a work in progress and all signs right now point to him ending up in a relief role long term. However, he's a very fun, moldable ball of clay to try and develop and get the most out of. As the low hanging fruit continues to get cleaned up—whether it be at LSU or in pro ball—polish will hopefully follow. 5th-8th round pick right now. (📽️: Nicholls Baseball)
0:15

RHP Jacob Mayers (LSU Baseball) is an interesting arm in this year's Draft class. Was outstanding as a true Freshman and pitched his way to a 2.02 ERA with 105 Ks to 58 BB across 75.2 innings en route to taking home Southland Conference Pitcher of the Year honors and being named a First Team Freshman All-American. Took a bit of a step back in 2024 and compiled a 4.58 ERA with an SLC-leading 106 Ks to go along with 76 BB in 70.2 IP. Mayers has a projectable, high-waisted frame at 6'5" and 205-pounds. He doesn't have the cleanest or simplest delivery and he'll struggle to repeat it at times. Mayers has a somewhat abbreviated arm stroke and attacks from an over-the-top slot with present arm speed. Front side will sometimes fly open which has led to command issues, but there's some pretty low hanging fruit to clean up in his operation going forward (Ex: getting more into his lower-half, refining it to become more repeatable). Adding strength and explosiveness will be key. Mayers' fastball is his bread-and-butter pitch. It sits in the 92-95 range, but has been up to 97 out of an outlandish 7-foot release height. His release height is certainly a contributing factor here, but the pitch also averaged an eye-popping 24.3" of ride and nearly 2,400 rpm. Mayers threw his heater a whopping 91% of the time and was still able to generate a 35% whiff rate, including a 30% (!) IZ whiff rate, on it. There are plenty of outlier traits, but his command is below-average. If he can up his competitive pitch % and stay in and around the zone on a more consistent basis, it will make it that much more effective. While his FB is the money-maker of his arsenal, Mayers will occasionally mix in a gyro SL in the low-80s that lacks teeth right now. He's still gaining a feel for the pitch and there is work to be done on it going forward, but it could be a potentially above-average offering in the future. 40/45 currently. One of the biggest question marks with Mayers is the development of a third pitch. He mixed in a handful of mid-to-upper-80s and a couple piqued my interest; one showed some fade to the arm side and another flashed late tumbling life. It's clear he isn't comfortable throwing it yet, but this could be the pitch to develop at least to the point where it's serviceable. Mayers right now is very much a work in progress and all signs right now point to him ending up in a relief role long term. However, he's a very fun, moldable ball of clay to try and develop and get the most out of. As the low hanging fruit continues to get cleaned up—whether it be at LSU or in pro ball—polish will hopefully follow. 5th-8th round pick right now. (📽️: Nicholls Baseball)

Peter Flaherty III

43,312 views • 1 year ago