Marikmaca

On chain degenerate

[Ansem 🐂🀄️ @blknoiz06]

Ethena gets a lot more interesting when crypto leverage starts heating up

USDe is built around delta-neutral hedging, with short derivatives positions helping offset exposure to its backing assets

when traders aggressively bid longs and funding turns positive, those short positions can generate additional yield

that makes Ethena one of the protocols i’m watching as leverage and risk appetite come back into the market

[Ansem 🐂🀄️ @blknoiz06]

THE MATURATION OF CRYPTO AS AN INDUSTRY IS NOT YET PRICED IN

THERE ARE REAL BUSINESSES AT THE FOREFRONT OF A WEALTH TRANSFER OF TRILLIONS OF DOLLARS FROM ANTIQUATED TRADFI SYSTEMS ONTO BLOCKCHAINS

[Cointelegraph @Cointelegraph]

🇺🇸 TODAY: CFTC updates its crypto guidance to let registered firms invest customer funds in tokenized assets and use blockchain for recordkeeping, just days after the Senate's failed CLARITY Act vote.

https://t.co/O45Z5zO4Hu

[Lu Puro Team Botitas Alv 🇲🇽 @limalumonada]

Oigan tengo una duda 100% REAL y no quiero que la ataquen ni nada.

Si recuerdo que Brianda empezó desde hace mucho en redes pero ¿cual fue su viralidad para tener tantos seguidores? No me acuerdo si tuvo un despegue o algo.

Ni Dorys Jocelyn tiene la mitad de sus seguidores y ella si tuvo varios momentos virales, ni Aaron Mercury que pues ajá es Aaron Mercury, y Brianda literal ya tenía 12 M desde antes de la casa

#LaCasaDeLosFamososMéxico

[JackTheRippler ©️ @RippleXrpie]

💥BOOM!

🚨IT'S OFFICIAL: 🇺🇸 The Federal Reserve is enabling cross-border transaction support through its FedNow instant payment system.

IT'S HAPPENING!

[Sawyer Merritt @SawyerMerritt]

Grok Bot has just officially launched in @Tesla vehicles.

I got early access a couple weeks ago. You can order stuff on online (such as Amazon), manage your email, calendar, finances, or other tasks through Grok @Bot using just your voice in your Tesla.

There is no separate app, everything just lives within the existing Grok Voice interface in your Tesla (as shown in my Model Y below).

One good use case for Grok Bot in your Tesla: You get in, tell Grok Bot to order coffee at a location of your choice, and while your Tesla drives you to the coffee shop using FSD (Supervised), Grok places the order so it’s ready when you arrive.

Grok Bot in Tesla vehicles is currently only available to SuperGrok Heavy users, but will expand to more owners later. Connectors are available to all users.

[Shay Boloor @StockSavvyShay]

JPMorgan says $META Muse could become the most-used consumer AI app since ChatGPT after reaching #1 on the U.S. App Store and reiterated its $820 price target.

Distribution is everything in the new AI economy.

[The Bitcoin Historian @pete_rizzo_]

JUST IN: BILLIONAIRE GRANT CARDONE JUST BOUGHT OVER $69,000,000 MORE #BITCOIN

THE WORLD'S RICHEST PEOPLE ARE TELLING YOU

NEW BULL RUN IS HERE 🚀

[Entertainment Tonight @etnow]

From custom-made accessories to being painted head to toe in gold, the stars are sharing the secrets behind their show-stopping Emmys looks.

[The Bitcoin Historian @pete_rizzo_]

JUST IN: #BITCOIN JUST OFFICIALLY PASSED $1.3 TRILLION SAMSUNG TO BECOME THE 11TH-LARGEST ASSET IN THE WORLD

BTC IS NOW EATING THE BIG TECH GIANTS

WE ARE GOING PARABOLIC 🚀

[Ash Crypto @AshCrypto]

BREAKING: 🇺🇸 Tom Lee's BitMine bought $75 million of $ETH.

He says Q4 starts one of the biggest market rallies of our lifetime.

[JackTheRippler ©️ @RippleXrpie]

🔥MASSIVE: 🇺🇸 The US SEC goes ALL IN on CRYPTO!

🗣️ SEC Chair Atkins: "You [Trump] have committed to making the UNITED STATES the CRYPTO CAPITAL of the WORLD.

OUR crypto rules would provide for ALL AMERICAN ENTREPRENEURS, here in this room, the certainty to RAISE CAPITAL in the United States USING DIGITAL ASSETS."

$30,000,000,000,000 TRILLION will be UNLOCKED! 🔓

[Watcher.Guru @WatcherGuru]

JUST IN: Anthropic considers launching new Claude AI model to counter OpenAI's GPT-6 Astra.

• This comes after Anthropic CEO Dario Amodei called to slowdown AI development, citing safety concerns.

• Anthropic is expected to go public in November at an estimated $2 trillion valuation, making it one of the largest IPOs in history.

[The Bitcoin Historian @pete_rizzo_]

JUST IN: BILLIONAIRE MICHAEL SAYLOR'S STRATEGY IS NOW LARGER THAN THE LONDON STOCK EXCHANGE BY MARKET CAP

THE #BITCOIN EFFECT 🔥

[The Bitcoin Historian @pete_rizzo_]

BILLIONAIRE JACK DORSEY ONBOARDED OVER 4,000,000 MERCHANTS TO #BITCOIN THIS YEAR

THE LARGEST INCREASE IN BTC ACCEPTANCE EVER

WHAT A LEGEND 🔥🔥

[jeff.hl @chameleon_jeff]

Most tech giants in the 2000s built their infrastructure and product as one entangled unit. Amazon had the foresight to separate out AWS as an API layer, of which Amazon retail was the first of many users. Today, AWS generates more profit than all of Amazon's other business lines combined.

Hyperliquid is built with the same philosophy. Housing all of finance requires thoughtfully designed, open financial primitives. Each primitive should obey the Unix principle of "Do one thing and do it well." Talented builders then have the foundation to chain these together to create magical applications.

HyperCore borrowing is an example to highlight this philosophy in action.

Most other platforms implement portfolio margin by marking an account's collateral to market value with an LTV haircut, creating borrowed assets without an explicit lender. This system is simpler to implement, but misses a golden opportunity for composability.

Hyperliquid instead begins with a borrow/lend protocol on HyperCore. Every borrowed asset is sourced from a supplier, so risk is isolated within the borrow/lend primitive instead of platform-wide. HyperCore's portfolio margin system is implemented as an orchestration layer that composes borrow/lend, with other primitives such as perps, spot, and outcome trading.

This decomposition has several nice corollaries:
1. Today's announcement of manual borrowing is not a new feature, but simply an extension of the underlying primitive. Borrowers on day one have access to 400M and growing of supplied liquidity.
2. Portfolio margin users earn interest on their idle stablecoin collateral. This is not a new feature, but a natural byproduct of composing trading with lending.
3. System safety is easier to reason about when perp and borrow/lend margining are independent.

In the same way that math theorems almost prove themselves when the right abstractions are defined, composable designs just feel right.

[unusual_whales @unusual_whales]

Nvidia CEO Jensen Huang says he expects chip sales to double next year, saying AI is contributing "so much" to different industries

[CNN @CNN]

A diminutive wild cat that inhabits Bolivia’s cloud forest has been identified as a previously unknown species, marking the first time a new living cat species has been formally named and described in more than a century. https://t.co/sRXumUk081

[Coach JV @Coach_JV747]

🚨🇺🇸💥 BOOOOOOOOOOOOOOM 💥🇺🇸🚨

Nasdaq just gave XRP TREASURY the GREEN LIGHT. 💪🇺🇸

WALL STREET is opening the door for $XRP. 👀

[Ash Crypto @AshCrypto]

BREAKING: 🇺🇸 President Trump says the Iran war is ending soon and oil prices will fall fast.

Bullish for markets 🚀