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danning
Pantera Capital
@sui414
Research Director @PanteraCapital. co-host @indexed_pod. previously data @ Flashbots ⚡️🤖 @0xProject @ConsenSys.
mainnet
panteraresearchlab.xyz
Joined August 2016
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  • user avatar
    danning
    Pantera Capital
    @sui414
    Aug 10
    San Francisco has amazing nature. Founders, remember to live a life and optimize happiness. Take care of your body and mind, so to build sustainably. Life is not a race or sprint but a marathon.
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  • user avatar
    danning
    Pantera Capital
    @sui414
    Aug 8
    Not Fable getting snarky at me on a Friday afternoon after my angry comment editing the article 😭
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  • user avatar
    danning
    Pantera Capital
    @sui414
    Aug 6
    What is the world betting on? H1 audited data via @Surfdeveloper MCP shows that Sports account for half of Polymarket International’s taker-leg volume. Crypto follows at ~30%, inflated by the controversial MicroStrategy market; while World/Geopolitics ranks third at ~15%.
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  • user avatar
    danning
    Pantera Capital
    @sui414
    Aug 5
    July snapshot (avg open interest / one-sided taker volume / daily turnover): Kalshi: $970M OI · $13.3B vol · ≈0.44×/day Polymarket Intl: $420M OI · $3.0B vol · ≈0.23×/day Polymarket US: $100M OI · $2.0B vol · ≈0.64×/day Two puzzles: 1) How did Kalshi do $10.3B more‼️ volume
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  • user avatar
    danning
    Pantera Capital
    @sui414
    Aug 5
    As every other Chinese kid— growing up being forced to learn tons of Classical Chinese literature in school, reading time-travel romance fantasy set in ancient dynasties under the covers, plus watching period dramas about jianghu (江湖) every summer— this is basically my world