Bordook

Backing innovative teams that challenge the status quo

[Pluralis Research @Pluralis]

Watershed moment.

[Alexander Long @AlexanderLong]

I would like to make a few brief points;
- Opensource ai is not the same thing as opensource software. The models cost tens to hundreds of millions to make. This is not gonna be a volunteer effort from people doing stuff after work for free.
- the second you release a weight set, you lose any ability to make money serving your own model and recoup the training cost. This very simple property means open-weights is unsustainable.
- the things you ACTUALLY want from opensource ai is: transparent behaviour, dispersed ownership and control, a guarantee of access, the ability to build on it/modify it, and privacy.

protocol learning gets you all 4 and is the only alternative to closed models that makes any kind of sense.

By protocol learning I mean a very specific, novel thing; collaborative training and development of the models without anyone ever being able to see the complete weight set.

[MLM @mlmabc]

Hyperliquid (Tradexyz) traders predicted the exact opening price of SpaceX.

The Hyperliquid SpaceX perp was trading at 171 just 1 minute before they announced the starting price of $171 per share.

https://t.co/qnBciEGvHf

[Bordook @Bordook]

@tulipking @kelxyz_ 🫡

[Hunter Biden @HunterBiden]

@gmoneyNFT Hyperliquid

[Illia (root.near) (🇺🇦, ⋈) @ilblackdragon]

Most crypto x AI takes are too small.

The real shift is from humans operating businesses through spreadsheets, dashboards, and SaaS to AI becoming the interface for computing and business.

But AI needs more than payments. It need identity, discovery, reputation, dispute resolution, escrow, insurance, forwards, and markets for work.

NEAR Intents are not just better crypto routing. It's the transaction layer for agentic business.

[nikshep @nikshepsvn]

$NEAR's short term bull-thesis is privacy for everyone

$NEAR's long term bull-thesis is the runtime and co-ordination layer for agents

$NEAR's unfair advantage is the team and tech that has been built out for years, w/ 100% uptime, dynamic sharding, NEAR AI cloud, chain abstraction, private shards and more

never seen a PvE play given to us in a gold platter like this, showing immense strength as BTC continues to dip

[Austin Barack @AustinBarack]

The most realistic short/medium driver of $ZEC in my opinion is that we see flows from OG BTC holders to ZEC because ZEC aligns more with their original cypherpunk ethos and they are frustrated with how much Saylor is setting the BTC narrative. Based on today's ZEC price action looks like that is playing out.

[Henrik @Henrik_on_HL]

THE CFTC JUST LEGALIZED PERPETUAL FUTURES IN THE US.

HYPERLIQUID

[kirbycrypto @kirbyongeo]

ICE's Jeff Sprecher (founder of @NYSE) on Hyperliquid
'It's bigger than NASDAQ. It's 11 people. You look at it, you're like, wow, that's pretty something.'"

On the founders:
"The people that have built that exchange are extremely smart... I salute these guys for doing it. I mean, these are some very, very smart people."

On ignoring it:
"I don't think you can ignore it."

On the competitive threat:
"It's attracted a lot of market makers and other market participants, early adopter market participants that would ordinarily be in our traditional markets are there exploring this technology."

On the weekend oil trading dynamic:
"They've been trading oil on the weekends when our traditional oil markets are closed. And it just so happens in this time of conflict in the Middle East, there have been a lot of activity that happens on the weekend. So it's gotten a lot of interest."

On institutional clients watching regardless:
"While most of our institutional clients are not trading on blockchain... they're all watching it, and they're watching the price discovery. Whether they admit it or not, it is being part of the zeitgeist."

On the SpaceX listing being a watershed moment:
"I think regulators and market participants are going to say either it was irrelevant or it was highly relevant."

On retail + 24/7 markets:
"We're just going to have to get used to the interplay of retail and professional trading 24/7, 365."

Full transcript here: https://t.co/Z8O7KFUEu5

Hyperliquid

[Bordook @Bordook]

Who controls your thoughts?

Most say it's programmed by data giants.

Enter Openai and Anthropic, the most powerful entities in the world.

People have now outsourced all levels of decision-making to these AI overlords.

Pluralis fixes this.

[kel. @kelxyz_]

https://t.co/h5qf2dS2pF

[GreenGeorge.hl @greengeo]

I think people severely underestimate how many more VCs will need to purchase $HYPE just so that they can say “we also own HYPE” while simultaneously shilling a perp dex they seeded, with zero understanding of HYPE’s supply structure

[Tulip King 🌷 @tulipking]

The sol strategy of attacking hl and shilling the 44th best perps dex is terrible. They can't beat hl's application specific design and nobody is left to right the ship

Toly got distracted by politics, Mert got zec pilled, Kyle got pushed out & insiders exited through DATs. Without any leadership left, everybody is following the old playbook "onchain nasdaq" & "internet capital markets". that's a path to failure, it's time to pivot

Deploy the treasury like its your last chance (because it is), pivot and refocus on businesses. You have to build a critical mass of clustering effects (think NYC & SF):
* Support Helium and the rest of DePiN
* Poach Venice and all the other AI projects from Base
* Connect the ORE guys with nockchain & pearl (useful proof of work but on solana)
* Poach Polymarket, Shuffle, Rollbit, and all the other markets

it's not enough to bridge tokens to solana, you need to bridge businesses to solana. until then, the bleeding continues

[Flood @ThinkingUSD]

I got into crypto because I was promised immutable capital that I could use to trade any asset, at any time, in a fully transparent manner on level playing field.

The right to transact is a fundamental, inalienable human right.

Hyperliquid is more than an asset.

[steven.hl @_stevenhl]

The last time HYPE was $50:

- BTC was $125K
- ETH was $4600
- SOL was $235
- HIP-3 didn’t exist
- HIP-4 didn’t exist
- PURR wasn’t bidding HYPE
- HYPE ETFs didn’t exist
- Circle wasn’t giving HL 90% of their USDC yield
- People assumed team unlocks was 10M HYPE tokens monthly

[s @sershokunin]

👀 @tradexyz @HyperliquidX

[jeff.hl @chameleon_jeff]

Excited to see everyone come together for this historic moment. AQAv2 brings the protocol-aligned stablecoin model that @Nativemarkets trail-blazed to USDC with @Coinbase and @Circle's commitment to Hyperliquid. The community no longer has to choose between liquidity and alignment.

Our industry will face adversity as we continue to grow. It gives me hope seeing titans of the industry come together to build for users and bring all of finance onchain.

[Bluntz @Bluntz_Capital]

liking this dip on $zec for a push into ath, one of the strongest trends in crypto right now

[battbot🛡️ @in4crypto]

zcash is the only asset in the entire world that allows you to be long crypto, ai, and quantum all at the same time

[Bordook @Bordook]

@toly @weretuna @Dupe_fi CS2 skin trading