Huu

Don't dump for cai png, hold for condo |
Zero IQ shitposts about crypto and other irrelevant things. NFA.

[Huu @0xHuu]

Based x Ethena = HyENA.

HyENA uses USDe as collaterals, which means you can earn interest on your USDe on your idle cash AND long positions!

On top of that, you'll earn Based Gold + Ethena Points.

All on Hyperliquid's strong liquidity.

Come join me on HyENA with my refcode HUU

https://t.co/we3SgsCmfh

[Based @BasedOneX]

HyENA is now live and it is here to redefine Perpetuals trading from the ground up.

Brought to you by Based, powered by @ethena, and built entirely on @Hyperliquidx HIP-3.

HyENA introduces a new standard for on-chain trading: an internet trading engine with native yield.

With HyENA, you can trade any asset on earth 24/7, all while your collateral continues to work for you in the background. No idle capital. No stale liquidity. Just a seamless, hyper-efficient trading experience.

HyENA is not just an upgrade. We are presenting a new model for how global markets can operate.

Hyperliquid

[Huu @0xHuu]

@zampulu92728 @DRTnky Just see us as "merchant guild" type. Make money through the inefficiencies between businesses and countries.

[Huu @0xHuu]

@KingPinInvestor I deposited my dSOL in their vault (or lending pools) so those are definitely drained

[Huu @0xHuu]

@DRTnky The best bak chor mee is the one you had with your family on a Sunday when you were a kid.

The one you had after school, with your best mates. The one near your house.

I feel the "best hawker food" is the one you're most familiar with.

[Huu @0xHuu]

@opencode Thats a strong boi

[Huu @0xHuu]

@ChrissGPT How much API cost did you blow on this?

[Huu @0xHuu]

@abigbluebird Our president's wife being ethnically japanese must be so triggering

[Huu @0xHuu]

Feel like Anthropic peaked with Opus 4.6. The newer models were really just marginally better than the previous one but at a bigger step up in cost.

Fable being so lobotomised while 2x the cost of Opus is really not a good deal. I wonder which enterprise teams will truly use it for real work.

Every frontier model release is just marginally better than the previous model while open source models are really catching up.

[Huu @0xHuu]

@DRTnky Alderic should receive an honorary PhD in local food scene once he finish covering every dish.

[Huu @0xHuu]

I went the boomer route of housing loan maxxing. I know it's "dumb" but it will work because HDB BTO upgraders are aplenty. It is the meta and it will be here to stay as long as the govt remain in power. The ponzi CANNOT be stopped, so just ride along.

Ideologically, I also do not support RE as investment (sucks to see the younguns' struggling to stay within the mid-class due to excessive property speculation) because there are better options out there. I'm just too lazy and RE is just simpler.

[Huu @0xHuu]

@ahchoen Why did it create a corpo version of you lol

[Huu @0xHuu]

@The__Solstice How much volume and what tickers did you trade for 65 points?

[Huu @0xHuu]

@starigade @pulldotfun Never stop clicking

[Huu @0xHuu]

The future is opensource.

Coding plans are too subsidised to be sustainable for the AI labs (frontier or not). API costs are evidently increasing as labs upgrades their models every few months.

I don't think chinese labs will fully close source their models yet so we still can hope. But we are seeing labs (Qwen) branching opensource and proprietary versions of their models.

Ultimately, either we own some GPUs or we learn to use (and settle) with cheaper models for less complex tasks.

[Tommy @Shaughnessy119]

The most basic way AI could blow up imo. I'm not saying it does but this is the most obvious way I can see it happening

- Per seat subscriptions are massively subsidized. The flat fee was priced way below what heavy usage actually costs

- For real business use you have to move to the API anyway. Data protections, work integrations and compliance officer approval

- On the API you pay metered rates, and businesses are burning credits way faster than the per seat pricing ever led them to expect

- This is everywhere right now. Internally for us, Codex users, Uber torching its entire 2026 AI budget in 4 months, the Microsoft comments. Just go try an API

I shared more on this here: https://t.co/iZrqrCAIRW

- And I don't think most businesses have the money to keep paying increasing API rates without a real change to how they operate (caps needed)

- Because they have a cheap alternative. They can reach open source models through any aggregator (OpenRouter, Venice, Baseten, Together) and still get strong privacy. Venice private data centers, or E2EE/TEE serving GLM 5.1.

More on open source inference provider raises here: https://t.co/7kf56P44yQ

- And the discount is enormous. DeepSeek V4 codes within a hair of Opus on SWE bench at roughly 1/30th the price, and the cheapest open models run closer to 1/100th

- Chinese labs open source frontier grade models. The model is the single biggest cost an inference provider has, and they get it for free

- This idea dies if China goes closed source. That is actually bullish web2 AI labs, because if everyone is closed you pay up for the best intelligence. China goes closed source if they are tired of giving away an asset and they want the revenue and data flow to train new models

- Is this showing up in web2 AI lab revenue yet? No. Revenue is off the charts. Anthropic went from 9B to 47B run rate in five months

- So go forward, what happens?

- I think revenue slowly starts leaking to the open source inference providers (see Venice usage, OpenRouter's $113M raise, Baseten is raising at $11B or triple its valuation in three months, on revenue that went from $200M to $600M annualized in a single quarter)

- It doesnt move overnight, but it caps the labs ability to raise prices, and margins are already deeply negative. OpenAI is reportedly running near negative 122%

- With margins that bad there is no cash flow, so the labs are fully dependent on outside capital to buy GPUs, train models, and keep subsidizing usage (I.e. see Google tapping $80b equity sale, granted 30b for employee RSU taxes. Clearly they think Equity is overvalued or you wouldn't sell it)

- The break comes when that capital stops. Pricing is capped so margins cant improve, and the moment investors lose conviction on payback, the whole flow reverses

- Why would they lose conviction on payback? Back to the start - the inability to improve margins or get businesses to pay more

- This is also limiting, if we start making new drugs with AI or create entirely new businesses, you better believe people will pay up to the max for AI usage

[Huu @0xHuu]

@0xjay You can consider bridging back to Hyperliquid

[Huu @0xHuu]

@edison0xyz @opencode $2 free right? Would be great if there's free models but I might be asking for too much haha!

[Huu @0xHuu]

Trying to achieve the cheapest viable AI Agent stack and I think @opencode Zen is the answer.

Hardware: any mini-pc that runs Intel N150 CPU and boot Linux.

Hermes' LLM API: OpenCode Zen free models. Mimo V2.5 free for now. There's always a free promotion model too.

[Huu @0xHuu]

@bowtiedcrake Capable of digging up your entire past and grill you on every single moment of your life

[Huu @0xHuu]

@yh_0x OIL UP

[Huu @0xHuu]

@hoeflatoor Govt commanded us to make more babies but we sinkies now slowly become tHinKinG soldiers!

We question back: "you want us make babies but you make house so small, then keep on stress us to be more productive at home, how to do both?"

Govt: *shocked pikachu face*

[Huu @0xHuu]

@CaII0fTheVoid White guy lost the fight without being physically hurt. Emotionally KO