Recent well liked threads

Jan 5, 2024
Finally completed my EDC toolkit for work which hangs on my waistband. Consists of a Knipex tool pouch holding a Leatherman Surge with the flat screwdriver bits, bit extender and ratchet, Gerber Armbar Trade and Knipex pliers wrench and cobras both in XS Image
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Read 2 tweets
Mar 7
남한의 , 특히 보수세력들이 속고 있는 게, 공산 중국과 미국이 원래부터 대립적이었고, 남한이 반공을 유지하고 있는 한, 미국은 우리의 영원한 혈맹이라고 믿는 것이다.

그러나 미국은 애초에 국공 내전 때부터, 모택동과 거래를 했으며, 중국 공산화 후에도 마찬가지다.
미국은 중국 공산화가 된 후에도, 국공내전 중에는 물론이고, 중국이 공산화 된 후에도, 모택동과 거래를 시도했다.

소련도 마찬가지다. 소련은 만주 이권을 위해, 기꺼이 국민당과 손 잡았으며, 국민당의 중국과 소련은 우호조약까지 맺는다.

심지어 장개석의 아들도 소련에서 군사교육을 받았다.
냉정히 이야기하면, 소련이나 미국은 아시안들이 공산주의 이념같은 것을 이해한다고 생각하지 않은 것이다.

소련이나 미국에게, 장개석이나 모택동은 권력을 두고 다투는 같은 민족주의자로 보였고, 양 측의 싸움에서 어부지리를 얻으려 한 것이다.

모택동은 그것을 거부했고, 미국에 맞선 것이다.
Read 15 tweets
Apr 26
미국도 그지 이민자들 많은 동네 가면 집앞에 잔디가 아니라 이지랄 함
아 좀 그럴수도 있지?

뚝 한번 터지면 온사방 동남아니 광주 대구 달서구 처럼 처럼 노점상 된다
Read 2 tweets
Jun 22
웹앱 개발에서 퍼블리싱 쪽이나 API 개발을 JSON 상하차라고 비하하는데, 그것도 자주 안하면 개발 속도 안난다. AI가 찍어내도 검열속도가 다르다.

하찮고 반복적인 일같아도 뭐든 장인 정신에 입각해서 최선을 다하는게 좋다.
왜 이런말을 하냐면 최근에 내가 둘다 겁나하고 있는데, 예전에 사이드라도 가끔 안했으면 참 개발 속도 안나겠구나 싶더라고 ㅋㅋ
지겨워부러잉~ 하지만 해야만혀~
Read 4 tweets
Oct 7
Reading has always been a core escape/hobby of mine.

When I was young, my main entertainment was burned CDs, my handheld Gameboy Advanced SP I got on my 5th Christmas from a relative and sports.

At first, I wasn't very interested in reading or school as my main passion was soccer, outside activities, or raising my dog with the one childhood series being "Magic Tree House" by Mary Pope Osborn.

Around the third grade was my first introduction to reading on my own. Around this time, I had just moved long distance and had to leave my Border Collie, I was raising with someone, and after that year of soccer. Originally, my main interests in education were always animals related. I loved natural wildlife, especially wolves, and this would be my first introduction to fiction through Kathryn Lasky's "Wolves of The Beyond" and "Guardians of Ga'Hool". I can't really recall other specific titles but between 3rd-5th I was really into any fiction/fantasy series that involved cryptology or mystery.

Shortly afterward, I started to get really into Rick Riordan through "Percy Jackson," which coincided with my increasing draw for mythology. I also loved reading his "Kane Chronicles" series and "The Heros of Olympus" continuation. This time span between 4th grade and early high school, I got incredibly into mythology. Reading independently on Norse Mythology, Grimm Mythology, Roman/Greek Mythology, Egyptian Mythology, and the Mythology around the Knights of Camelot.

Around 10 is when I first started my adult novel series which was "The Incarnations of Immortality" by Piers Anthony, which I l loved for its depth and overlap into mythology.

Around 12, I also fell in love with "The Wolf Gift Saga" by Anne Rice. Again, this title's primary draw was the descriptive imagery used. I also grew up on horror movies and more mature shows like Supernatural and Sons of Anarchy (one of my little siblings is literally named after the show), so I was already desensitized to the graphic imagery involved, especially with already tackling Piers Anthony.

Around 10, I also really enjoyed more traditional titles like "Hatchet" or "The River" by Gary Paulsen along with "White Fang" by Jack London.

Between 10-14, I also read and fell in love with Harry Potter after it was already a core movie title in my family. Around 13, I also found and fell in love with "Warriors" by Erin Hunter, which kind of reflected the earlier animal focused readings by Kathryn Lasky.

4 novels that I started because of school circululum and loved would be: "The Giver" by Lois Lowry (6th grade), "The Hunger Games" by Suzanne Collins (6th Grade), "The Outsiders" by S. E. Hinton (7th Grade) and "Animal Farm" by George Orwell (8th grade).

These 4 titles, in turn, became my core draw to fiction, where I went deeply into Dystopian and Apocalyptic titles. I read countless standalone titles and series around zombie, one of which comes to mind distinctly is "The Outlands" by Tyler Edward's.

Around 16 is when I got introduced to "The Wheel Of Time" by Robert Jordan, which is my all-time favorite fiction series from just an author and inagery standpoint. I also got introduced to "Throne of Glass" and "A Court of Thorns and Roses" by Sarah J. Maas, who is a current favorite of mine.

My top two favorite poets are Edgar Allan Poe and Robert Frost.
Books and the occasional TV shows such as, "Hannibal", and "The Final Kingdom" are my primary form of Western media consumption, I primarily watch movies only with family and friends. I attribute this mainly due to my early passion to reading, leaving most movies (besides like DC/Marvel titles) to feel underwhelming in depth.

Generally, I stick to Eastern Asian media for casual entertainment via: Manwah, Manga, and Anime.
"Royal Pains," "Sons of Anarchy," and "Supernatural" were three Western Series I exclusively enjoyed through quality time spending with my Mother, so these will always have a central place to me.
Read 6 tweets
Oct 12
Pakistan is about to serve POJK on platter to India.

Modi-Shah-Doval had pressed panic button back in 2019.
Dont forget Doval's work in China.

Pahalgam Attack and Op Sindoor made it worse.

Read this thread to understand how Greed, Power and Religion making Pakistan explode👇Image
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Pakistan is breaking from within.

Economic collapse, militant violence, and political greed have torn apart what once held it together.

Religion no longer unites, the army no longer commands respect, and foreign powers are pulling its strings.

The fall began in 2019 when India revoked Article 370. That single act shattered Pakistan’s Kashmir dream and stripped its ideological core.

Since then, every desperate move to regain relevance has only dragged it deeper into isolation and internal decay.Image
The 2019 abrogation of Article 370 ended Pakistan’s moral claim over Kashmir.

Decades of propaganda collapsed overnight. The country that built its identity on “Kashmir Banega Pakistan” was left speechless.

Even Muslim nations like the UAE and Saudi Arabia chose trade with India over solidarity with Pakistan.

That humiliation cracked the myth that Islam alone could sustain national unity.

From that moment, Pakistan began its slow implosion. It was no longer the voice of the Muslim world, just another struggling state seeking attention in global politics.Image
Read 16 tweets
Oct 12
Oct 10 Crypto Massacre: Binance Edition

The most important microstructure fact from the October 10th crypto massacre isn’t just “volatility was high and we had chain congestion,” it’s that the reference/pricing/quotes many desks and DEXs lean on became unreliable, exactly when everyone needed it most.

As it stands today, I am cautious to make acquisitions on what the root cause was. It is easy to point fingers at Binance right now but I don’t think that is justifiable, yet. The timing of depegs and initial cascade is still being looked into.

This is subject to change with more info.

However, for us onchain users, the main issue was that Binance prices their wrapped assets at spot market price and not underlying value price. This is a known flaw that many borrow/lend protocols have identified, such as Solend and Aave, and is the reason many loopers were largely okay.

Using secondary market pricing as an oracle for a token backed by real dollars (or SOL with an LST) makes no sense -> given the market price != the real price.

Crypto has too many venues, so why should the Binance market for USDe be the bearer of truth when in reality USDe is always backed by real value. The mint/redeem price should be the bearer of truth not Binance.

Binance’s unified-margin stack was marking key collateral (USDe, BNSOL, wBETH) off its own spot order books. In the dislocation, those local markets detached from underlying value, WBETH printed in the $400s at one point while ETH itself traded multiples higher, and USDE/BNSOL also plunged on Binance versus external venues. Quoting for USDE was terrible and essentially caused anyone who was long an asset with usde as the collateral to get liquidated.

Okay, so if Binance was a big contributor to the mass liquidations onchain, how did Binance cause me to get liquidated on other perp DEXs?

Because in crypto perps, fair value is synthesized from a small set of anchors, and Binance is still the heaviest anchor. Most perps, CEXs and DEXs, blend top-venue spot feeds and many DEX oracles ultimately reference those same feeds.

When the largest venue’s API stalls, Binance, and its local spot marks misprice wrapped collateral, two things happen in the market maker (MM) stack: (1) inventory and margin models start screaming false signals (your collateral is supposedly worth 40–80% less when it is not), and (2) the external “mid” used to place quotes, skew sizes, and choose venues no longer feels trustworthy.

With no defensible mid, MMs do the only rational thing: pull size, push their quotes way back, or go dark entirely until they can recompute risk.

This is why some perp DEXs, those that held up better than others, still couldn’t fill some users’ bids. There were no market makers willing to quote. That gap shows up to end users as “spreads went crazy” and “can’t get filled,” even on DEXs that did remain online. It’s not that no one wanted to make markets; it’s that you can’t price what you can’t mark.

In a unified-margin regime, collateral marks flow straight into the math for liquidation thresholds. If WBETH is valued off a thin, dislocated spot print rather than its redeemable ETH value, your cross-portfolio buffer can vanish in seconds, even if your directional book is fine.

This is why many basis (delta neutral) traders still got wrecked, especially those with high leverage as they quickly learned about ADL.Forced liquidations then hit books already thin on the bid, pushing prints further from fair and propagating the error into everyone else’s “index” via cross-venue references, which sounds good in theory, but as explained above, is flawed when the leader goes bust.

From a market maker’s (MM) point of view, the decision tree was brutal but quite an easy decision. Try to make a market but risk going bust or pull liquidity?

When your collateral present value (PV) and cross-venue mid diverge from reality, value at risk (VaR) explodes and your kill-switches trip.

This compounded with API/chain congestion, wallet throttles, and venue halts. MMs often couldn’t move collateral or lay off basis even if they noted the mispricing and wanted to get out. This is why some MMs fared better than others.

Lastly on MMs, contrary to CT, market making in that type of environment is massively -ev for these market makers. That’s why many desks yanked liquidity late, widening spreads further, and lived to re-enter once feeds normalized and collateral marks were patched.

On venue performance: it’s fair to note @HyperliquidX remained up (users are still hot about ADL), @Lighter_xyz was down for ~4.5 hours, @tradeparadex was down for ~1 hour, and several centralized venues had intermittent issues amid the cascade.

But uptime really isn’t the primary point here. It is reference/pricing/quote integrity and microstructure flaws on Binance’s side and other venues over-indexing on Binance’s prices. How is a team, Binance, that has been in the industry for 8 years still mispricing assets?

They price their wrapped assets at spot market price and not underlying value price. Marking them to thin spot prints instead of underlying redemption value is a first-principles error.

If the system’s “price of record” is wrong, the rational market-maker response is to just pull all liquidity, which is smart for them, and even the best-engineered matching engine can’t conjure fills out of risk-model uncertainty.

Zooming out: could a big Binance-focused MM have gone belly-up? I think so. The combination of (a) collateral PV shock from mis-marked wrapped assets, (b) inability to mobilize margin, and (c) stale/broken APIs is exactly the recipe that flips well-behaved delta books into forced-liquidation machines.

We’ll know more when desks publish their post-mortems; for now, my opinion is that this largely stems from Binance.

Last, on near-term flow and the macro overlay: Monday and Tuesday pose serious mark-to-market risk for traditional funds, as dealers who manage margin will need to crystallize losses. A surprise détente headline can always rip risk higher and, perversely, with a large cohort of six- to eight-figure crypto traders now structurally sidelined, the pain trade may indeed be up.

However, I also see the other side: “Hey, the market puked; I’m piling all my cash in for the meteoric rise and a resumption of ‘up-only season,’” only to watch the wick get filled in the direction no one wants to see.

Either way, I think in order to step into the market with bids in a meaningful way you need to assume Trump and Xi laugh it off and shake hands, which who knows, might already be happening.Image
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full report here: delphi.link/BlackFriday
Read 2 tweets
Oct 13
"The Yogi Who Could Stop His Heart"- A Thread That Modern Science Still Can’t Explain.
In the 1930s, a group of doctors were left speechless.
An Indian Yogi- calm, silent, and deeply meditative had just done something that defied every medical textbook.
He stopped his heart, voluntarily.
Yes, you read that right.
🧵 A #Thread..... 👇Image
2. The Yogi’s name was Shri Krishnamacharya, often called the Father of Modern Yoga.
During deep meditation, his ECG readings went flat no heartbeat, no pulse.
Yet minutes later, he came out of meditation alive, alert, glowing.
3. This wasn’t magic.
It was mastery of inner science.
Ancient Yogis knew how to access states of consciousness that could alter body functions from heartbeat to breath to brain waves.
They called it Pranayama and Samadhi.
Modern labs call it unbelievable.
Read 9 tweets
Oct 13
Holy shit. MIT just built an AI that can rewrite its own code to get smarter 🤯

It’s called SEAL (Self-Adapting Language Models).

Instead of humans fine-tuning it, SEAL reads new info, rewrites it in its own words, and runs gradient updates on itself literally performing self-directed learning.

The results?

✅ +40% boost in factual recall
✅ Outperforms GPT-4.1 using data it generated *itself*
✅ Learns new tasks without any human in the loop

LLMs that finetune themselves are no longer sci-fi.

We just entered the age of self-evolving models.

Paper: jyopari. github. io/posts/sealImage
Today, most AI models are static once trained, they can’t update themselves.

SEAL flips that.

It runs a reinforcement loop where the model:

1. Generates a “self-edit” (instructions on how to update itself)
2. Tests the result
3. Reinforces only what improves performance

It’s basically RL for self-improvement.Image
Here’s what self-editing looks like in action 👇

SEAL reads a new passage (say, about the Apollo Program) and rewrites it into logical “implications” like condensed study notes.

Then it finetunes itself on those notes.

The result?

+13.5% factual accuracy without external data.

This is how models start to teach themselves knowledge.Image
Read 7 tweets
Oct 13
Many Americans thinks that they can replicate China entire rare earth (RE) ecosystem, from mining to refining overnight, like in 5-10 years 🤭. In this 🧵 I will explain the three obstacles the US must overcome to build their own RE ecosystem. First one is EDUCATION, due to...🧵
2. Decades of mass industrial offshoring has led to the loss of entire categories of industrial skillsets. This includes RE. The US made first Samarium magnets decades ago. But it hasn't been making any for decades. How many people in the US even know what it will take to...
3. re-establish the industry? All of the said people are retired now. Even if they remember, they are now hopelessly behind in refining technologies. Furthermore it will take thousands (most likely ten of thousands) personnel skilled in rare earth engineering and chemistry to...
Read 14 tweets