mod

[mod @wsbmod]

@ChairmanSelig @CFTC Hyperliquid

[Matt Loszak @MattLoszak]

Very excited to announce that at 12:20am on the 4th of July, Aalo achieved criticality on our first full-scale reactor.

We cut it close, but we pulled it off!!

Working towards this goal with such an incredible group of humans has been the most fulfilling period of my life. This moment has been three years in the making.

Last year, Executive Order 14301 called for at least three new reactors to go critical before July 4th, 2026.

As of late last Friday night, that goal has been surpassed!

When the EO was announced, we immediately sat down to figure out what the most ambitious scope would be, while still being potentially achievable by July 4th.

Some of the team proposed doing simplified designs with smaller fuel loads, or building in existing facilities.

One thing was clear: We wouldn't have time to integrate a full-scale sodium heat-removal loop to bring the reactor to its full 30 MWt.

So here’s where we landed:

➡️ We purchased the entire commercial-scale fuel load. This is enough fuel to operate at 30 MWt / 10 MWe for 3 years before refueling. To my knowledge, it’s the largest fuel load that’s been taken critical in the DOE pilot program, by far.

➡️ We built a full-scale reactor vessel in our factory, and loaded in our commercial graphite layout. All the dimensions, vessel thickness, and manufacturing techniques are essentially the same as we will use for the imminent commercial version. There will be a few minor tweaks for sodium flow and full-power, but nothing major.

➡️ We built an entirely new reactor facility at the Idaho National Lab. Building a building is easy. Building a new reactor facility comes with a mountain of paperwork, policies, operation and training procedures, security, instrumentation and control, and more.

Zero-power criticality might seem like a small step, but I can tell you, going through the exercise of building a reactor and taking it to criticality has been extremely valuable.

The learnings on regulatory, ops, manufacturing, supply chain, QA, economics, engineering, and design will accelerate our path through to the final iteration at full-power.

America is blessed to have a recent Cambrian explosion of startups in nuclear, all going after different markets, technologies, and strategies.

I’m excited that sodium, gas, salt, and new PWRs are all getting pushed forward once again. The best outcome for humanity is to have all these advance in parallel, as quickly as possible, while maintaining safety.

Thanks again to our amazing team, DOE, INL, BEA, and everyone else who helped us get to where we are today.

This could not have happened anywhere else. Happy birthday, America!! 🇺🇸🇺🇸🇺🇸

There has never been a better time for nuclear energy. The Second Atomic Age has begun, and this one will be here to stay.

[mod @wsbmod]

you're making a completely different argument now, but to address it, the vast majority of users clearly don't care that their data is being monetized in exchange for access to subsidized or free products and that's a choice they make.

regardless, everyone has essentially equal access to major technological innovations after enough time has passed such that economies of scale kicks it. this is practically a law of capitalism because there will always be more money to be made by continuing to go down market and reach a larger audience. the iphone is an excellent and obvious example of this.

also, billionaires get tracked and advertised to on the internet in just the same way as you or I. the tools to mitigate this are also available to us all equally as well, none of it is secretly controlled by some shadowy elites artificially preventing access for anyone else.

[mod @wsbmod]

everyone owns a car, has an internet connection, owns a smartphone. these are not devices of the rich to control the masses. there is no reason to believe ai or robotics will be any different.

millennia of history actually shows the opposite of your point. every useful technology has eventually become ubiquitous regardless of economic status.

[trade.xyz @tradexyz]

Trade[XYZ] and Hyperliquid data is now live on @tradingview. Putting this data where traders live has been a top priority for us.

Markets are increasingly shaped by events unfolding around the clock, and price discovery shouldn't stop when traditional venues close.

Users now have real-time visibility into 24/7 price discovery on the world's most-used charting platform.

[mod @wsbmod]

@0xBaseee @unitxyz it sounds like you had some connection to stolen funds or sanctioned addresses which is what would cause a compliance flag so maybe you should stop blaming others and explain why you are trying to withdraw tainted funds.

[mod @wsbmod]

@0xasrequired @praadict @D2_Finance google, facebook, amazon, stripe, airbnb, apple... literally all the best companies in the world?

[mod @wsbmod]

jfc man. you clearly have no experience with company building.

it is precisely the outcome you want. the alternative is you have a bunch of mediocre teams floundering around not building anything of use to users. this is the case across most chains and most of crypto. the reason is because none of those products provide much of anything of value.

however, the few that are actually useful are generally dominant players, but it also depends on the type of business. markets in particular are winner take most because of the network effects of liquidity. in general network effect businesses are winner take most or winner take all.

the thing ppl like you seem to not grasp is this is absolutely best case. you WANT to produce the dominant outcomes like xyz. all of the best businesses in the world are monopolies. read zero to one by peter thiel if you want to stop sounding like a retard on this subject.

having a team capable of outcompeting so well is precisely how you end up with elite world changing products. it would be nice if 1-2 more of these teams emerged on hyperliquid but by definition they are extremely rare and generally only emerge from intense competitive pressure, so it likely takes some time before we see the next one.

one thing i'm pretty sure about though is it won't be a team just chasing the opportunities xyz has carved out like basically all of the hip3 deployers did. if you have to rely on another team to show you were the opportunity lies, you are not the kind of elite team im talking about.

again, respectfully stfu when you have no idea what you're talking about.

[mod @wsbmod]

this is incredibly idiotic. you are wrong about almost everything. markets are winner take most by nature. using usdc as the quote asset was an option to all deployers and actually the obvious option given there was $5b of usdc liquidity and barely any of anything else.

the dreamcash team wash traded their markets and it was obvious to anyone with a brain that typical shady crypto tactics weren't going to work here (nor do they ever work for anything other than grifting).

you fundamentally misunderstand how building a business works, how competition works, and the network effects of markets.

respectfully, stfu.

[ness.hl @0xNessus]

I don't like when it's being said that TradeXYZ has "killed" other HIP-3 deployers. I think there just wasn't enough of a will to go the length they're going to in BD efforts, in scaling the markets, and in making sure liquidity is there.

And even with all the recent sunsets, this presents an opportunity for teams to come onboard and learn from the mistakes those teams made. It leaves a lot of room for talented, smart people to push the boundaries into areas that have yet to be explored.

[Spencer Applebaum @SpencerApplebau]

1/ Today, @multicoin publishes our HYPE analysis and valuation

HYPE is now one of our largest liquid fund positions and we've been accumulating aggressively since February

Full report and disclosures in link. Link here -

https://t.co/tA2kwWbG9Q

[trade.xyz @tradexyz]

ZHIPU is now live. 10x leverage, 24/7, 365.

[mod @wsbmod]

you are. you are missing approximately $200m in very durable (and growing) annual revenue (which is effectively net income) from the usdc yield share (what everyone is referring to as AQAv2) as well as priority fees and future revenue from hip-4. both of these are small today but you can probably underwrite a good amount of growth there. there are a few other revenue streams as well like hyperevm gas, ticker auctions, etc, but they are negligible and can reasonably be ignored for now.

[Hyperliquid Policy Center @HyperliquidPC]

For years, Americans were pushed offshore to trade perpetual futures while the rest of the world could trade them at home. This spring, U.S. regulators finally opened a compliant path to these markets here. Today, the largest U.S. exchange, CME, went to court to close it.

This is what happens when one company controls a market. By @BetterMarkets' count, CME runs about 92% of U.S. exchange-traded derivatives. When one venue holds that much volume, everyone else carries the cost. Less choice, higher prices.

Perpetual futures are the first genuinely new derivatives product to reach U.S.-regulated markets in over a decade. More competition among exchanges is best for the people who actually use these markets. These products deserve clear rules.

The real question is whether Americans get access to innovative new financial products, or whether one incumbent keeps them locked out. We think they deserve access. As CFTC @ChairmanSelig put it: "Incumbents will always fear the future." But none of us should fear the incumbents.

[s @sershokunin]

🇨🇳 🐅

[mod @wsbmod]

@FreddyLA7 @NASA @AstroAnnimal freddy for german ambassador to the us

[mod @wsbmod]

@_stevenhl i wouldn't say single-handedly. got to give @tradexyz some credit here!

[mod @wsbmod]

@greengeo only took four days lol

[mod @wsbmod]

@0xMerp

[mod @wsbmod]

@beaniemaxi update?

[mod @wsbmod]

@beaniemaxi i will take the other side of this at absolutely any size.