0xHalfMoonKid
@0x_HalfMoonKid
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🌓 halfmoonkid | from TradFi to trustless. Crypto, AI, infra. @ritualfnd NFA. DYOR. Lurk responsibly.
Mempool
Joined April 2023
We've spent the last 10 months analyzing EVERY single tariff development: Here's the EXACT playbook for investors. 1. Trump puts out cryptic post on tariffs coming for a specific country or sector, markets drift lower 2. Trump announces large tariff rate (50%+) and markets
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Once again, it appears this is NOT heading to an April 2025-like escalation. China appears to be willing to cooperate to avoid global supply chain disruptions. Now we await a statement from President Trump. Follow us @KobeissiLetter for real time analysis as this develops.
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it’s been a long weekend come hear me + @WClementeIII and the rest of Liminal break it down tomorrow
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in tradfi settlement is done post session so instant temp wicks are just noise, but that’s why risk limits and leverage is much tighter. CEXs want degens to degen while not nuking the casino, so ADL was born: this all makes sense, but any profits the liquidation engine makes
When the market turns like this, there’s usually a pretty straightforward playbook for the aftermath. 1) Market bleeds out and MMs are offline and start refilling by first taking out big spot and perp arbs on assets. 2) Once exchanges and API feeds are back online, market
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@CL207 When I was at Jump, one team held their gold futures until expiry and had to take physical delivery of 10 tons of gold to their office The cofounder Bill shut down their desk until they physically carried every bar to sell at a pawn shop, took a whole week, true story
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when’s the last time one of your cofounders led the seed for a $9B company spotting and helping create massive outcomes is in @ritualnet’s DNA
Grateful to have led the seed for @Polymarket back in 2020. @shayne_coplan went through a true hero’s journey turning prediction markets from a theoretical ideaspace into consensus reality. The world is beginning to mirror the markets…
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🇻🇳 Vietnam, it’s time to get Ritualized. We’ve teamed up with @OrochiNetwork + @GoogleCloud for an intimate fireside chat on the next era for AI, ZK, and crypto. ❖ You can expect ❖ 👾 Snacks, exclusive merch & POAPs 🔥 Testnet alpha + community builder grants Seats are
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When people ask me why they should use Ritual precompiles
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looking at 26th options close to see what’s good but yeah cautiously optimistic starting this week cc @0x_HalfMoonKid
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Ritual is heading to APAC. We’re bringing the community roadshow across Asia—events, meetups, and a few surprises. First up: 🇰🇷🇻🇳 ❖ Are you Ritualized? ❖
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Crypto x AI mindshare has completely evaporated. Most projects are bullshit, and it's not clear where we go from here. Yet, I remain convicted its the biggest underexplored sector in the space. GENESIS is my series on where we are and where we're going. PT. I out now.
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"our market maker fucked us" been meaning to write about this for a while but reality is most founders in the space are retarded at expressing & pricing risk. given the strong experimentation / tinkering culture, naturally makes sense that founders think they have to "innovate"
One area of crypto mkt structure that seems very opaque and weird to me still is market maker <> token issuer / foundation relationships. I would guess this is responsible for a lot more issues than it gets credit for. Feels like in the last year there have been several "our
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🧙 Ritual is headed to ICML 2025! Catch our poster presentation, "Hidden No More: Attacking and Defending Private Third-Party LLM Inference" 📆 July 16 at 4:30pm PST 📍East Exhibition Hall A–B, Room E-2612, Vancouver Convention Centre 🔗 https://t.co/h0iKT42dBB Come say hi
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âť– Become a Ritual Fellow âť– We are launching the Ritual Fellowship, a program for ambitious, intentional young talent at the intersection of crypto and artificial intelligence. Join us for a 2-day retreat in NYC packed with immersive workshops, hands-on sessions, and direct
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hey guys just letting you know i'm hearing that people are hearing that people are hearing things, no idea what the things are or even who the people hearing that people are hearing things are, but i am very certain that i am hearing that people are hearing that people are
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programmable, verifiable, and composable. Real infra unlock.
Smart contracts have been trapped in reactive mode. The infrastructure endgame needs more. ❖ Introducing Scheduled Transactions ❖ Smart contracts that proactively execute on your behalf—truly autonomous *actually* smart contracts that live onchain.
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We’ve heard and received your feedback that @ritualnet is sometimes hard to understand. So today, we’re launching Ritual Simplifed, which makes it easy for anyone to understand Ritual’s core primitives and why it’ll be the endgame for on-chain computation. Let the Ritual Begin.
Smart contracts have been trapped in reactive mode. The infrastructure endgame needs more. ❖ Introducing Scheduled Transactions ❖ Smart contracts that proactively execute on your behalf—truly autonomous *actually* smart contracts that live onchain.
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Smart contracts have been trapped in reactive mode. The infrastructure endgame needs more. ❖ Introducing Scheduled Transactions ❖ Smart contracts that proactively execute on your behalf—truly autonomous *actually* smart contracts that live onchain.
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