Jerry @ Positive Research

HFT Quant Researcher/Trader | NYU | Founder at @dao_positiveV and @NYU_VVC | Market Maker @Binance @OKX

[Jerry @ Positive Research @ZR7Goat]

Committer Jerry is ready🙌🏻🙌🏻

[Positive Venture DAO (PVD) @dao_positiveV]

Here we are, POSITIVE VENTURE DAO. We aim to build a top investment DAO by leveraging cross-cultural, diverse experience background of members and decentralized governance.

Let’s all be “POSITIVE”! #Venture #DAO #Web3 #Crypto

[Ondo Finance @OndoFinance]

$1,000,000,000+ in tokenized stock TVL.

In less than 8 months, Ondo Global Markets became the first tokenized stock & ETF platform to reach $1 billion in TVL, one of the fastest climbs in the history of onchain finance.

Ondo Global Markets has established itself as the standard for tokenized stocks and ETFs:

→ Over 70% market share
→ Tens of thousands of holders
→ Over $18B in cumulative volume
→ Live across @solana, @BNBCHAIN & @ethereum

Since launch, the platform has scaled to 260+ tokenized stocks & ETFs, expanding access to the world's most in-demand sectors across AI, biotech, defense, energy, and more.

The pace of tokenization is accelerating with every new asset class. What took stablecoins and tokenized Treasuries years, Ondo tokenized stocks and ETFs achieved in under a year, faster than any asset class before them.

This milestone reflects a generational shift in how global investors access capital markets, one that is more transparent, more accessible, and more efficient than the legacy system.

One billion down. Trillions to go.

[Flow Traders @FlowTraders]

Flow Traders has published its 4Q and FY 2025 Results.

Read the full press release here: https://t.co/Py8LJIIpsy

[a16z crypto @a16zcrypto]

Here's what we covered in our latest newsletter edition.

🫡

[Wallchain Quacks @wallchain]

Wallchain Rule #1: Quack anywhere, anytime🦆

[Jerry @ Positive Research @ZR7Goat]

@kyparus 1 solid intro > > 1000 fake boosting bs

[Delphi Digital @Delphi_Digital]

Stablecoins have become one of the largest payment rails in the world and settled more than $18 trillion in 2025, surpassing both Visa and Mastercard.

@PlasmaFDN is building the infrastructure to make stablecoins the world's largest settlement layer.

🧵

[aPriori ⌘ @aPriori]

We’ve lived market microstructure and built trading infrastructure as quants and engineers at top companies like Jump Crypto, Coinbase & Citadel Securities.

We’re putting that craft to work on high-performance blockchains, starting with Monad. Read here:
https://t.co/2LMbqvEZv4

[Jerry @ Positive Research @ZR7Goat]

@thecatshidog1 @lilk1kopops 我也是做alpha的，从3亿美元股票多周期优化迁移过来的中频截面多空stat arb，年化也100%多，compound sharpe 7-9，容量几十个mil，最近也有一些资方在问，我们也正在研究怎么收carry

[Jerry @ Positive Research @ZR7Goat]

@lilk1kopops 也可以不募投资人而是去借贷配资，跟ltp配资是年化9-13%合月化1%，跟交易所谈能谈到年化6%月化0.5%以下

[Jerry @ Positive Research @ZR7Goat]

@thecatshidog1 @lilk1kopops 请教下bro，盈利10%以上就能收50% carry了吗，benchmark是啥，funding rate策略的10%吗

[Jerry @ Positive Research @ZR7Goat]

@lilk1kopops 管理费不应该收这么高，carry可以收高点，高sharpe低回撤高收益可以直接0管理费+50% carry，或者阶梯carry，某个数值比如说年化20%以下的部分只收30% carry，超过的部分收50%

[a16z crypto @a16zcrypto]

Stablecoin transaction volumes hit $1.82 trillion last month, a record high.

And organic, non-speculative uses appear to be growing, even as crypto trading volume fluctuates.

Still, it’s easy to underestimate the promise of stablecoins.

So we’ve rounded up a quickstart guide for understanding stablecoins — from what’s *not* a stablecoin to reimagining money from first principles.

Check out the guide: https://t.co/TQkQhyXUWW

⤵️

[Jerry @ Positive Research @ZR7Goat]

HF 101, Gappy’s version

[Gappy (Giuseppe Paleologo) @__paleologo]

Basic hedge fund economics 🧵. N.B.:
1. for educational purposes only and I will keep it super-simple
2. ofc, personal views
3. No soliciting! I am not coming to defend hedge funds, just to explain some basics. And I am not going to answer replies on the Current Thing.

1/

[Hyper Foundation @HyperFND]

The HyperEVM is live. This is a major step toward the vision of housing all finance by bringing general-purpose programmability to Hyperliquid’s performant financial system. The initial mainnet release of the HyperEVM includes:

1. HyperEVM blocks built as part of L1 execution, inheriting all security from HyperBFT consensus.
2. Spot transfers between native spot HYPE and HyperEVM HYPE. As a reminder, HYPE is the native gas token on the HyperEVM.
3. A canonical WHYPE system contract deployed at 0x555...5 for defi applications. The source code can be found at https://t.co/pXmVRNpqov

Effective immediately, the bug bounty program will pay mainnet bounty amounts for reports within the scope of the points above. See https://t.co/KamzgZAYWh for details.

For API and wallet users: the mainnet HyperEVM has chain ID 999. A JSON-RPC server for the mainnet HyperEVM is hosted at https://t.co/BB0W8L4cXp. Node operators and other builders are encouraged to host their own RPC servers.

Tooling and analytics around mainnet HyperEVM may not be polished on day one. However, there are many talented builders working to solve these developer pain points. To help with these efforts, raw HyperEVM block data is streamed realtime to S3 so that running a node is not required to index the HyperEVM. More technical details can be found here: https://t.co/h6GeFo8HIl

General ERC20 native transfers and precompiles will be enabled on a future network upgrade. Any ongoing feedback for these features on testnet is greatly appreciated. While these features are implemented on testnet, the mainnet releases are staggered for minimal disruption to existing users on the L1. The HyperEVM is composable with the L1 state while not affecting the low latency trading experience of existing users.

Thank you to all the builders and users who have shared feedback on testnet so far. It will be exciting to see new applications leveraging and building upon the existing onchain financial system of Hyperliquid.

[Chrizhuu 🦔🍩 @Chrizhuu]

For those who are doubting Solana, all you need to change your mind is to attend any of the events in HK, mtndao or NY in the last 2 weeks

Fervent energy, fervent devs

[Nick Tomaino @NTmoney]

Polymarket is the first mainstream crypto app tens of millions of people use without knowing its crypto.

$2.5B+ in volume not possible without Ethereum though. Study stablecoins, non-custodial wallets and L2s.

[Hyperliquid @HyperliquidX]

Hyperliquid now supports builder codes, which let anyone permissionlessly monetize applications on the L1.

Regional frontends, fiat onramps, mobile wallets, social trading -- all are one line of code away from earning upside proportional to their volume. This upside can be multiples of what the L1 itself charges.

Builder codes are trustless and entirely onchain. They bring together the best of both worlds from CEX broker programs and permissionless, self-custodial defi.

See API announcements on Discord for more details.

[Elon Musk @elonmusk]

POV: It’s 2030 in Europe and you’re being executed for liking a meme

[Jin Kang @TheJinKang]

If this is not a scam, what is this? @zkxprotocol @0xEduard @Starknet @StarknetFndn
1) Team shuts down after 6 weeks post TGE due to "runway"
2) Token vesting changed at TGE
3) More token supply circulating at TGE (vs. docs) led to price crash

cc: @zachxbt 🧵

[Jerry @ Positive Research @ZR7Goat]

Liked and Marked👍Super great tool indicating the most iconic firms and builders in crypto Right here in NYC

[Archetype @archetypevc]

NYC is a global crypto hub

It's home to some of the industry's most iconic companies and the destination for a constant inflow of builders

We wanted to make it simpler for everyone in this community to find and collaborate with each other

So we built https://t.co/ajgB5uupyq