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Manifold
259 posts
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Manifold
@ManifoldTrading
A systematic, quantitative investment firm. Disclaimer: Tweet =\= investment advice. We may have positions in tokens, instruments, protocols discussed.
manifoldtrading.com
Joined October 2021
517
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10.6K
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  • user avatar
    Manifold
    @ManifoldTrading
    Sep 11, 2023
    FriendTech is part of a wider thesis that we have been discussing at Manifold. We will be publishing a longer write-up in the future. Previously, Web3 applications were focused on onboarding existing crypto-native / DeFi users who were already familiar with the crypto stack.
    308K
  • user avatar
    Manifold
    @ManifoldTrading
    Nov 14, 2023
    Apparently there were rumors and misinformation today on "FriendTech imploding" and that CL and Manifold were involved. This is clearly false and completely impossible. On the trading side, our accounts' FT portfolios combine for <1% of FT TVL as well as our AUM - not sure how
    19K
  • user avatar
    Manifold
    @ManifoldTrading
    Sep 12, 2023
    Most funds have at least 1-2 partners super active on friendtech already. They are all talking about friendtech during their IC this week, like it or not. They need to deploy, but how many things are there in crypto that's exciting & investable? Each week, they realize this
    You’re unable to view this Post because this account owner limits who can view their Posts. Learn more
    153K
  • user avatar
    Manifold
    @ManifoldTrading
    Sep 14, 2023
    Getting a lot of inbounds from accounts that want to launch snipe-prevented. To make it easier, sign up on this Google Form - open to everyone: forms.gle/aSmKSJrXK7dSJK… We'll run this completely for free - we just want to do our part in keeping value within the ecosystem.
    user avatar
    Cirrus
    @CirrusNFT
    Sep 14, 2023
    Some bot sniped 50 Friend Tech keys of Unibot on launch for 11.3E Made over $120k in a few minutes at current prices
    docs.google.com
    Snipe Prevention on FriendTech
    Note: If we have already confirmed / talked to you, you don't need to submit this form. Disclaimer: We will not be charging anything for letting people use our tech - we just want to add value to the...
    210K
  • user avatar
    Manifold
    @ManifoldTrading
    Oct 2, 2023
    If any hacker gains access to a FriendTech account via simswap/email hack, they can rug the whole account If you assume 1/3 of FriendTech accounts are connected to phone numbers, that's $20M at risk from sim-swaps FriendTech's current setup also technically allows a rogue dev
    This Post is from a suspended account. Learn more
    112K
  • user avatar
    Manifold
    @ManifoldTrading
    Sep 19, 2023
    So what is the fairest way to launch a big FriendTech account? With the current setup of FriendTech, fair launches have not been possible. Sniping & non-transferability of keys makes it difficult to onboard big users. Snipe-prevention/self-snipe was only the first step. We
    60K
  • user avatar
    Manifold
    @ManifoldTrading
    Aug 16, 2024
    "We're just gambling on vaporware" is a common theme echoing through CT. It seems like crypto only found PMF in pure speculation on shiny tickers. Where do we go from here? In our more recent thesis, we dive deeper into where we see the game evolving:
    The RWA Thesis: Seeing through the Smoke & Mirrors
    From medium.com
    49K
  • user avatar
    Manifold
    @ManifoldTrading
    Oct 7, 2023
    High chance SA "hack" was an intentional rug masked as an exploit SA had an upgradeable contract fully controlled by anons pointing to an unverified contract - classic setup for insider exploit Disconnect Twitter + withdraw from SA wallet, their wallet safety also unknown
    user avatar
    lilitch
    @0xlilitch
    Oct 7, 2023
    I've looked at the exploit tx and UNVERIFIED @starsarenacom contract and as far as I understand this happend (might be totally wrong tho I'm a noobie): They added a bunch of unnecessary function to the code that regular user will not ever touch and because the contract is not
    75K
  • user avatar
    Manifold
    @ManifoldTrading
    Sep 11, 2023
    Replying to @ManifoldTrading
    We've deposited 50 ETH to start, going to start buying keys of accounts that we like & respect!
    9.8K
  • user avatar
    Manifold
    @ManifoldTrading
    Sep 25, 2024
    In 2024, Hyperliquid is growing rapidly but there is no way to invest directly. Everyone knows HL will hit, but points are now uber-competitive. In order to gain exposure to HL beta, we decided to build positions in multiple HL spot alts over time. Though the correlation may
    user avatar
    s
    @sershokunin
    Mar 10, 2024
    How I missed investing in Uber and how it directly led me to one of my most incredible trades. This is actually one of the most memorable stories because its a lesson of turning a private market insight into a fully actionable public market short. In 2014 Uber was raising and
    27K
  • user avatar
    Manifold
    @ManifoldTrading
    May 8, 2024
    Best signal for true adoption? Users start spending days building infrastructure & tooling on top of an app - fully organically We saw this with DeFiPulse/Llama for DeFi, RarityTools for NFTs, all the FriendTech tools, etc This is PMF - Fantasy is the start of a new ecosystem
    user avatar
    Frostyz
    @frostyz
    May 8, 2024
    I finished my first version of my data tool for @fantasy_top_. fantasydata.xyz The priority was to get online as quickly as possible with some basic information. It basically took me 24 hours to get to this stage, so i would say not bad. It may be buggy and I still need
    22K
  • user avatar
    Manifold
    @ManifoldTrading
    Sep 18, 2023
    Welcome @Bassjackers to FriendTech! First big DJ/Music artist to launch snipe-prevented. This time we helped the account sell into the sniper bots - allowing fans to buy lower. If you are running a sniper bot, we recommend not trying because that's how you blow up 7E again :)
    user avatar
    Manifold
    @ManifoldTrading
    Sep 18, 2023
    Replying to @ManifoldTrading @shill_ivey and 7 others
    Welcome @ysiu to FriendTech! It's great to see some of the most well known people in the space like Yat launching snipe-prevented in order to circumvent value-extractive bots. We'll be open-sourcing the transfer/pre-sale proxy contract soon to allow for even fairer launches.
    65K
  • user avatar
    Manifold
    @ManifoldTrading
    Jan 16, 2024
    We'll be looking closely at teams participating in the Big Bang. Excited to meet developers building on @blast_l2 and looking forward to back some of them!
    user avatar
    Blast
    @blast
    Jan 16, 2024
    The Blast Testnet is OFFICIALLY LIVE With it, the Blast BIG BANG competition officially begins. Dapps can compete to get in front of 100k users & $1.3B in TVL, connect with top investors, and earn the Blast Airdrop.
    32K
  • user avatar
    Manifold
    @ManifoldTrading
    Feb 9, 2024
    We've been impressed by this team's ability to work hard and ship fast. Excited to work together with Pandora!
    user avatar
    Pandora
    @Pandora_ERC404
    Feb 9, 2024
    Pandora is working with @ManifoldTrading for liquidity provisioning on potential future listings 🫡
    22K

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