0xDariusPR ₿ Ξ⚡️ᚱ ⚔ zkΞVM 🤖 🦀 📡 ⛵️ 🏴

Helmsman & Tactician, Decentralization Regatta, Conway, DeFi, Perps, AMMs, zkΞVM, MEV, Derivatives, Global/Crypto Macro, Quant Finance, Risk, Radars, CFA, CQF

[Spike 1% @SpikeCalls]

https://t.co/iZG4HDFeOx

[Will Price @will__price]

Some perp DEX latency benchmarks 🧵

Post-only order averages:
- Hyperliquid: 400ms
- Aster: 130ms
- Extended: 15ms
- Lighter: 10ms

(doesn't touch matching engine)

[Lighter @Lighter_xyz]

AI agents can now trade on Lighter!

Test your strategies against live order books and monitor their performance with the new paper trading engine.

Compatible with Claude Code, Codex, and all Agent Skills-compatible frameworks.

Install in one line!
https://t.co/m0JLC3zh29

[Cointelegraph @Cointelegraph]

⚡️ UPDATE: Ethereum smart contract deployments reached a record 9.1 million in Q4 2025, surpassing the previous 6 million peak set in Q2 2021.

[Citrini @citrini]

JUNE 2028.

The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation.

What happened?​​​​​​​​​​​​​​​​

https://t.co/JzzwCrbJgS

[Spencer Bogart @CremeDeLaCrypto]

https://t.co/g3i0xnQNxX

[Token Terminal 📊 @tokenterminal]

BREAKING: @ethereum's staking ratio surpassed 30%, marking an all-time high.

[0xDariusPR ₿ Ξ⚡️ᚱ ⚔ zkΞVM 🤖 🦀 📡 ⛵️ 🏴 @0xDariusPR]

Another mmasterpiece ...

https://t.co/XroUsz6yd7

[0xDariusPR ₿ Ξ⚡️ᚱ ⚔ zkΞVM 🤖 🦀 📡 ⛵️ 🏴 @0xDariusPR]

Another mmasterpiece ...

https://t.co/XroUsz60nz

[cogsec @affaan]

https://t.co/NscRA7sqBt

[yieldbasis @yieldbasis]

https://t.co/RvWGKXJWg9

[Derive.xyz @DeriveXYZ]

@gainzy222 Doing it for 5 years now, set the record for the largest onchain trade and broke it 1 month later

Core team has stayed the same, only added more people over time

Top 10 OI in all of crypto, recently deployed on HyperEVM

[cryptohuntz @cryptohuntz]

the Great Migration is over 📉➡️📈

the Ethereum staking entry queue is officially larger than the exit queue

🟢 entry: 537,828 $eth

🔴 exit: 450,189 $eth

the last time the entry queue was greater than the exit queue was September 9, 2025

finally, the selling pressure from the last 3 months is drying up

the demand to enter $eth staking is back in the driver's seat

nature is healing

watch the flows 👀

the ticker is $eth

[Nick Forster | Derive @nickforster]

https://t.co/4IXpzfLd4V

[0xDariusPR ₿ Ξ⚡️ᚱ ⚔ zkΞVM 🤖 🦀 📡 ⛵️ 🏴 @0xDariusPR]

This report is a great step forward in explaining the numerous complex cases for #Ethereum, as compared with the simple Digital Gold narrative.
Def worth a read.

[Etherealize @Etherealize_io]

New Report 🚀 The Future of Financial Infrastructure: Ethereum’s Layer 2 Landscape

Today we’re releasing a comprehensive analysis of how Ethereum L2s will transform institutional finance: From scalability and privacy to compliance, settlement, and global market structure.

Cowritten with @Nethermind and @l2beat.

https://t.co/lGFOvu92uU

[RareSkills @RareSkills_io]

On the evening of November 20th, RareSkills will launch...

Ultimate Security Games

Live in Argentina.

Smart contract hacking + esports = Ultimate Security Games

The hackers will share their screens live, so you'll see their thought process and strategy as they break the contracts. If the terminal looks a little scary, no worries, @Jeyffre will explain what is happening in understandable terms.

The contracts will be hosted on @monad (which-net? can't say yet!).

We'd also like to thank @sigp_io and @immunefi for making the event possible.

Over the next few days we'll more details about the rules, teams and more. Watch this space...

Sign up in the Luma next!

[Doug Colkitt @0xdoug]

21/ ADL is kind of like reaching the end of the Truman Show. Perps markets build this very beautiful simulation of the underlying spot

But at the of the day it’s all imaginary. Most of the time we don’t have to think about it… but sometimes we hit the edge of the simulation

[Skew Δ @52kskew]

$BTC
Two most interesting charts to me currently
- Hyperliquid BTC Perps
- Binance BTC Perps

$BTC Hyperliquid Perps

$BTC Binance Perps

In summary its abundantly clear when the liquidity crunch started to rampantly hit liquidations & margins of likely very large crypto MMs, dramatic measures were taken to backstop the wider market from a perpetual crash but also this was not enough to prevent a widespread inventory loss

Between both exchanges & charts it's pretty clear a very large liquidity provider & probably many other MMs, were wiped out yesterday

Certain bids which concerns me are the two
- $200M bid & $144M bid quoted around $100K on HL
~ unusually large before & after spreads blew out

Typically these are final options when it comes to exchange & MM operations around sufficient liquidity

All of this tells me either MMs got too comfortable with current conditions & risk or not enough was planned out to backstop a freefalling market

Entire industry narrowly escaped disaster once again, as for exchanges plenty to learn from yesterday around needed mitigations for future flash crashes

[Omer Goldberg @omeragoldberg]

This is why a price oracle ** is ** a risk oracle.

Secondary market price of @ethena's USDe temporarily hit 0.65 on secondary markets like @binance due to the market sell-off, following Trump's China tariff news.

All of this is while USDE was overcollateralized, continuing to function with no downtime, and processed mints and burns.

The @chaoslabs price methodology saved 4.5 billion worth of positions on @aave, and saving users ~180m in liquidation penalties, and cascades thereafter.

This pricing methodology was developed following a lively debate within the DAO. We advocated for it due to the existence of the Ethena Proof of Reserve oracle and our deep analysis of the protocol.

https://t.co/2K1TGi3EcO

Will do a full summary of market happenings and oracle performance soon, but TLDR @aave and user funds are safe!

[Derive.xyz @DeriveXYZ]

Derive welcomes @FalconXGlobal as a market maker to help tighten spreads and deepen liquidity across our options markets.

We’re building the best onchain options markets anywhere; now with institutional-grade participation starting to take shape.