Perpsy

All things Perps Dexes, Prediction Markets, Neo-banking & Airdrops

[Perpsy @DevAfri]

Last year was by all means a Brutal Bear Market for me, but I'm so glad to have stumbled into this @unchained podcast by @laurashin with core Gems💎 by @cburniske & @cobie. Plus the timing was f*cking perfect. I highly recommend for those navigating the #cryptomarket

[The Kobeissi Letter @KobeissiLetter]

Jensen Huang has now had the most expensive affair in history.

Between the revelation of both affairs, Nvidia stock, $NVDA, has erased -$700 billion in market cap.

This means Nvidia has lost -$2.1 trillion in market cap since October 6th, in just 26 trading days.

That’s -$81 billion per day for 26 days straight.

[alexei @alexeixbt]

i will say this one more f*cking time, tattoo this to your brain:

[AleXandra Merz @TeslaBoomerMama]

This will make Nvidia's Board think twice.
Or even three times.

Elon probably saved Jensen.
That's what friends are for.

[Anthony Pompliano 🌪 @APompliano]

Charlie Munger once said liquor, leverage, and ladies are the downfall of men.

Everyone thought AI would blow up over leverage, but no one was prepared for it to be women.

[*Walter Bloomberg @DeItaone]

$NVDA - NVIDIA BOARD MEETING WEDNESDAY TO DECIDE WHETHER TO OUST CEO JENSEN HUANG - SOURCE

[Perpsy @DevAfri]

@seyong @blknoiz06 Absolutely. Hyperliquid Coded.
@QFEX also gives 24/7 access to markets

[Perpsy @DevAfri]

提早布局 QFEX 将对你的净值大有裨益。QFEX 是今年上线的一款高性能 RWA 永续合约去中心化交易所（Perp DEX），大概率会成为 2027 年规模最大的空投，早期用户都有望赚得盆满钵满。如果你错过了 Hyperliquid，请务必不要再错过 QFEX。使用我的邀请码可享受 10% 的手续费折扣！
https://t.co/yHb8EIKkk5

[Barchart @Barchart]

BREAKING 🚨: Nvidia $NVDA

New York Times reports that CEO Jensen Huang apparently had another affair with Kimberly Powell, Nvidia's vice president of health care 👀

[Tor00_1 @cryptoo_tor]

Everyone is fighting over Hyperliquid and Lighter while sleeping on QFEX, which honestly feels like Variational back in December 2025

Nobody is aggressively shilling it yet, there are zero crypto pairs, and the official points program hasn't even launched

Yet it's already sitting in the top 10 perp DEXs by RWA open interest with $500M+ in daily volume

Why I am ultra-bullish on QFEX right now:

-> This isn't some random vibe-coded fork. The team has the exact same quant pedigree that built the current market giants: Cambridge grads from Citadel, HRT, Jane Street, and Tower Research, backed by $9.5M from General Catalyst and YC

-> They are following the exact Variational playbook - loss refunds, heavy RWA focus, and rewarding early users. Variational dropped 32% of their supply to early farmers, so imagine the upside if QFEX pulls a similar move (plus they already hinted at points for X contributors)

-> Unlike Variational's RFQ model, which faces massive regulatory hurdles entering the US, QFEX runs a classic CLOB. That’s the exact reason Lighter is applying for a US license this month and Wall Street giants are backing trade xyz

-> Right now, nobody cares about pure crypto pairs, everyone is hunting RWA liquidity. QFEX has the largest selection of 24/7 RWA markets on-chain (230+ stocks, indices, oil, gold), and it's a dream setup for delta-neutral farming alongside Variational and trade xyz

I am 100% convinced that every single dollar of volume you print right now is being tracked retroactively for Season 0 points

If you're not completely broke and actually want to position yourself early before the points program goes live and the crowd rushes in, pushing a couple million in volume here is a no-brainer. Plus, you can farm their Daily Auction along the way

Dropped my ref link in the replies below for a discount on trading fees while you farm

[Perpsy @DevAfri]

@cryptoo_tor Well said champ🙌🏻

[Perpsy @DevAfri]

HIP-4 Coded!!!
Hyperliquid will inevitably dominate the Prediction Markets segment by this time next year.
Anyone sleeping on @Outcomexyz🤝@sharexyz is doing so at their risk.

[Perpsy @DevAfri]

For those who still haven't experienced the best of what Prediction markets has to offer, why wait any longer.
Join @sharexyz & get 10% off fees+points+@Outcomexyz rewards.
https://t.co/CnX87YGtuI
https://t.co/CnX87YGtuI

[Perpsy @DevAfri]

HIP-4 Coded!!!
Hyperliquid will inevitably dominate the Prediction Markets segment by this time next year.
Anyone sleeping on @Outcomexyz🤝@sharexyz is doing so at their risk.

[no @sumsof1]

Polymarket quietly increased fees again without any update on their changelog or Discord.

The fees are now higher than Kalshi.

[Perpsy @DevAfri]

@Ianbtc777 @Outcomexyz @sharexyz Lately, @sharexyz built an incredible social graph interface for Prediction markets powered by Polymarket & Hyperliquid that I have thoroughly enjoyed lately. @Scott_eth is the founder & is always open to feedback from Market Makers like you.
https://t.co/CnX87YGtuI

[Perpsy @DevAfri]

@Ianbtc777 @Outcomexyz @sharexyz Personally, I have been an early Hyperliquid user since inception & it is one of the most battle-tested Perp DEXES (although nothing is 100% risk free).
Trading Prediction Markets via Hyperliquid is significantly more efficient (cost-wise) than either Kalshi or Polymarket.

[Bankless @Bankless]

After studying Hyperliquid’s top traders, @koolkrypto223 highlights what the P&L leaderboards don't show:

“You just don’t know what’s going on across the board. I might be long 50,000 HYPE on there, but I might be short somewhere else.”

“A lot of guys will whale watch and see the biggest P&L of today. That guy was just farming funding rate, essentially.”

“There’s some signal, but you definitely have to contextualize it. Is this actually delta-neutral? Are they actually taking directional trades?”

[Param @Param_eth]

The story of Omnia π (co-founder of Elysium):

> trains to become a hotelier

> works at several high end hotels

> discovers crypto in 2017

2020:

> COVID hits, gets laid off from hospitality

> goes deep into economics, markets and digital assets

> receives the $UNI airdrop

> takes it as a sign and goes full time crypto

Later:

> joins a digital asset hedge fund

> trades liquid markets and helps write the fund's first venture checks

> meets Magnus while investing in another ecosystem

> becomes co-head of BD at Redacted Cartel

> starts an NFT market making firm with Magnus, among the first wallets to use sudoswap

2023:

> finds Hyperliquid with Magnus

> hears Jeff Yan's early interview on Flirting with Models

> gets hooked on one idea, a custom chain built only for perps

> joins the closed alpha while almost nobody cares

2024:

> sees what HyperBFT, HyperEVM and HIP-1/HIP-2 can unlock

> end of summer: starts Kinetiq with Magnus and Greenz
> builds completely blind

> no HYPE token announced yet, no HyperEVM date

What they built:

> kHYPE: stake HYPE, get a liquid token you can use across DeFi

> $1B in deposits within 3 weeks

> $2B shortly after, capped at nearly $2.5B

> Markets. xyz: a HIP-3 deployer and trading front end for Hyperliquid markets

> Elysium: an Arbitrum L2 that settles on HyperEVM and uses HYPE as gas, live on mainnet since Nov 9

[Eric Liu @ericliujt]

https://t.co/nfcgQSFoyZ

[FEAR GOD @FEARGODMINDSET]

Michael Bloomberg on outworking everyone

[twig @twig64]

Most people don’t understand how early we are to Hyperliquid