Lecter Hannibal

@innerspherecap enjoyoor - Butcher MD for Green Frog Capital @greenfrogdao

[Lecter Hannibal @HLecterGFC]

npub1jply3jz7llq4g5lcqxldptu6gedpeewmx67fsl74rg37pkfcyptsdk3yh0

[Lecter Hannibal @HLecterGFC]

Bring us spot robotics stocks on hyperliquid and watch

[intern @intern]

Why I bet my career on robotics

- skip to 1:24 for thoughts on crypto
- skip to 5:15 for my robotics thesis

[Lecter Hannibal @HLecterGFC]

@KillaXBT https://t.co/nfLlzQ2JCJ

[Lecter Hannibal @HLecterGFC]

@LarpyCoperstein

[Lecter Hannibal @HLecterGFC]

@PowerPasheur La majorité n’y arrivera jamais. J’ai pris la peine d’aller sur un des plus gros discords français et d’expliquer pourquoi c’était un futur top 10 au TGE ils se sont tous foutus de moi et m’ont parlé de polkadot et XRP 😂

[Lecter Hannibal @HLecterGFC]

Unironically timewise, level wise, order book wise.

Confluence

[Killa @KillaXBT]

$BTC

100% without a question, this will be the bottom.

Binance whales have STACKED bids from 62K down to 40K.

This is the biggest buy wall since 16K.

[Lecter Hannibal @HLecterGFC]

@barkmeta Incoming goygorithm

[Lecter Hannibal @HLecterGFC]

@matrixbt Ackhually almost every European has at least a bit of noble blood even the ones that think they don’t.

As for myself we still have some of our weapons that tasted enemy blood.

[Lecter Hannibal @HLecterGFC]

Im running some kind of similar strategy of HIP-3 arbitrage, just not on crude.

Not gonna spill it tho.

[papi.hl @papipnl]

FWIW I just tried this trade for the march roll period which completed yesterday.

Yield was 146% APY over a 3 day period (entered late).

If you'd enter the May/August trade now you'd be yielding ~105% APY over the next 3 months (assuming $50k collateral per spread).

Pure Alpha.

[Lecter Hannibal @HLecterGFC]

Yes

[Lecter Hannibal @HLecterGFC]

@francispouliot_ Some of them have rotated their personal holdings to their businesses for obvious reasons.

[Lecter Hannibal @HLecterGFC]

Agentic economy

That’s it that’s the new meta.

Position accordingly.

Hyperliquid

[Lecter Hannibal @HLecterGFC]

I have just been buying farmland.

Moar for my horses.

[Lecter Hannibal @HLecterGFC]

Iykyk

[🦪 @marygaitspill]

Looksmaxxers gotta understand that the #1 way you can get way hotter in the eyes of women is by getting a salaried job

[Lecter Hannibal @HLecterGFC]

@loraclexyz I can remember them vividly.

Time moved a lot slower.

[Lecter Hannibal @HLecterGFC]

Seethe and cope

[Kyle Samani @KyleSamani]

@jon_charb Hyper liquid is in most respects everything wrong with crypto

Founder literally fled his home country to build
Openly facilitates crime and terror
Closed source
Permissioned

[Bob Diamond @rediamondjr]

Real economics in a rapidly growing marketplace, not simply a store of value. That’s why $HYPE continues to outperform BTC

Hyperliquid.

[Lecter Hannibal @HLecterGFC]

Lowkey bullposting hyperliquid

[vitalik.eth @VitalikButerin]

Have been following reactions to what I said about L2s about 1.5 days ago.

One important thing that I believe is: "make yet another EVM chain and add an optimistic bridge to Ethereum with a 1 week delay" is to infra what forking Compound is to governance - something we've done far too much for far too long, because we got comfortable, and which has sapped our imagination and put us in a dead end.

If you make an EVM chain *without* an optimistic bridge to Ethereum (aka an alt L1), that's even worse. We don't friggin need more copypasta EVM chains, and we definitely don't need even more L1s. L1 is scaling and is going to bring lots of EVM blockspace - not infinite (AIs in particular will need both more blockspace and lower latency than even a greatly scaled L1 can offer), but lots.

Build something that brings something new to the table. I gave a few examples: privacy, app-specific efficiency, ultra-low latency, but my list is surely very incomplete.

A second important thing that I believe is: regarding "connection to Ethereum", vibes need to match substance.

I personally am a fan of many of the things that can be called "app chains". For example I think there's a large chance that the optimal architecture for prediction markets is something like: the market gets issued and resolved on L1, user accounts are on L1, but trading happens on some based rollup or other L2-like system, where the execution reads the L1 to verify signatures and markets. I like architectures where deep connection to L1 is first-class, and not an afterthought ("we're pretty much a separate chain, but oh yeah, we have a bridge, and ok fine let's put 1-2 devs to get it to stage 1 so the l2beat people will put a green checkmark on it so vitalik likes us").

The other extreme of "app chain", eg. the version where you convince some government registry, or social media platform, or gaming thing, to start putting merkle roots of its database, with STARKs that prove every update was authorized and signed and executed according to a pre-committed algorithm, onchain, is also reasonable - this is what makes the most sense to me in terms of "institutional L2s". It's obviously not Ethereum, not credibly neutral and not trustless - the operator can always just choose to say "we're switching to a different version with different rules now". But it would enable verifiable algorithmic transparency, a property that many of us would love to see in government, social media algorithms or wherever else, and it may enable economic activity that would otherwise not be possible.

I think if you're the first thing, it's valid and great to call yourself an Ethereum application - it can't survive without Ethereum even technologically, it maximizes interoperability and composability with other Ethereum applications.

If you're the second thing, then you're not Ethereum, but you are (i) bringing humanity more algorithmic transparency and trust minimization, so you're pursuing a similar vision, and (ii) depending on details probably synergistic with Ethereum. So you should just say those things directly!

Basically:

1. Do something that brings something actually new to the table.
2. Vibes should match substance - the degree of connection to Ethereum in your public image should reflect the degree of connection to Ethereum that your thing has in reality.

[Lecter Hannibal @HLecterGFC]

Parmesan futures options on hyperliquid with cross margin

[Sweep @0xSweep]

This $200M bank is backed by Parmesan Cheese and is lending people money for cheese

In Northern Italy, Credito Emiliano treats cheese like gold

The bank currently holds 430,000 wheels of Parmesan worth about $200 million

Real Parmesan takes two to three years to get ready

This leaves farmers with millions of dollars in premature products they can’t sell, while still needing to pay for cows, bills, and workers

By using young cheese as security for a loan, farmers get cash immediately

The bank provides up to 80% of the value upfront so these businesses stay running

While the loan is active, the cheese stays in high tech vaults where experts look after it

If a farmer can't pay, the bank simply sells the aged cheese for a profit

[MLM @mlmabc]

Hyperliquid is testing native prediction markets on testnet.

[Lecter Hannibal @HLecterGFC]

Bidding BTC around 69420 or 1 year post top i dont make the rules