littlelitteshing

34才 1.84米 習慣游水 fit身形 倒三角

[Commentary Donald J. Trump Truth Social Posts On X @TrumpTruthOnX]

The Deal with the Islamic Republic of Iran is now complete. Congratulations to all! I hereby fully authorize the toll free opening of the Strait of Hormuz, and, simultaneously herewith, authorize the immediate removal of the United States Naval blockade. Ships of the World, start your engines. Let the oil flow! President DONALD J. TRUMP

( TS: Jun 14 2026, 5:29 PM ET )​​​‍​​‌‍​​‌‍​​​​​​​‌‍​​​​​​​​‌‍​​​​​​��‍​‌‍​​​​​​‌‍​​​​​​​​​‌‍​​​​​​​​‌‍​​​​​​‌‍​​​​​​​‌‍​​​​​​​​​​‌‍​​​​​​​​​​‌‍​​‌‍​​​​​‌‍​​​​​​​​​​‌‍​​​​​​​​​‌‍

[Kai @kai_xbt]

Threadguy reveals Hyperliquid was the only venue on earth that didn't break during the SpaceX IPO

"What Hyperliquid pulled off on the SpaceX pre-IPO was absolutely incredible. So much volume, so much OI, the market was so liquid, and it predicted the price almost perfectly. The last quote that came out was 150, and within 10 minutes of the IPO it was at 175. It was wild how accurate it was."

"And here's the crazy part. The moment the IPO went live, Robinhood was down, Coinbase was down, Bybit had to refund everybody that participated, Binance had to refund everybody that participated, and Hyperliquid was the only venue on the planet with absolutely no problems. Very impressive tech performance on the biggest IPO in history."

[littlelitteshing @AloneWithMoon]

@Cointelegraph 乖乖地喺二級市場買貨喇🤣🤣🤣🤣國安大法好

[Elon Musk @elonmusk]

🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

[Elon Musk @elonmusk]

🚀 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

[0x_Miko @Mikocrypto11]

Anthropic CEO Dario Amodei 在一段 47 分钟访谈里，讲了很多平时很少被放到台面上的东西

他说，早期一些拿到 Mythos 的公司反馈是：
“这是一个 super weapon，请不要发布它。”

他也谈到当年离开 OpenAI 的原因：
当你觉得自己无法信任某个人
当你觉得他们的价值观和他们嘴上说的不一样
那继续一起做事就会变得非常困难
这段对话里，最值得看的不只是 Dario
还有 Daniela 和 Boris

Boris Cherny，Head of Claude Code，也提到一个很夸张的现状：
Anthropic 90% 的代码都是 Claude 写的
而 Claude Code 里很多代码，也是 Claude Code 自己写的

这句话背后其实很重要：
Anthropic 已经不是在“用 AI 辅助写代码”
而是在把 AI 放进真实工程系统里，让它参与生产、迭代和自我构建

更沉重的是，Dario 还给出了一个判断：
他认为 AI 导致 civilizational collapse 的概率在 10–25% 之间
所以这 47 分钟不是普通的 AI 宣传访谈
更像是一次从 Anthropic 内部视角出发，对能力、风险、工程实践和组织价值观的集中展示

Dario
Daniela
Boris
47 分钟
免费
可能是目前最值得看的 Anthropic 内部访谈之一

[*Walter Bloomberg @DeItaone]

$SPCX: OPPENHEIMER INITIATES SPACEX AT OUTPERFORM - PT $190

[才谷 | 哪吒商业评论 @realCaigu]

麻省理工资助南希·坎威舍的研究几十年，只为了证明一件事：你的大脑在不断欺骗你，并让你看到它构建的你期望的现实。

从脑科学的原理出发，她给出了七条终身受用的建议。

[Whale Factor @WhaleFactor]

🐋 WHALE WATCH: Hyperliquid is quietly becoming a major powerhouse in the market.

New data shows they handled nearly half of all crypto token buybacks in 2025. This massive buy pressure makes $HYPE look like a very compelling hold for this cycle.

When a project generates this much real revenue it becomes hard to ignore.

Have you started building a position in $HYPE yet ?

[trade.xyz 中文社區 @tradexyz_cn]

Trade [XYZ] 中文 TG 社群正式啟動！

先聊聊這個社群的意義 ✅

過去半年，有個愈發凸顯問題：幣圈人的交易能力
其實比大多數人想像的還要強得多 —— 懂槓桿、懂倉
位管理、對市場嗅覺敏銳、能在高波動環境下保持
冷靜...

但這些能力幾乎全部被鎖在一個愈來愈小的
市場裡 —— 山寨季不會再來了，但沒有多少人願意正視這件事

這不是週期問題，是結構性問題 —— 流動性的架構已經徹底改變，過去十年，crypto 的財富效應來自於資訊不對稱和流動性溢價，散戶比機構更早進場

CEX 上幣效應消失，機構已入場，鏈上的 alpha 愈來愈難在原生 crypto 資產誕生

「舊的時代視窗正在關閉」

與此同時，新的財富效益在別處發生 —— 美股、
大宗、AI 板塊輪動，這些市場的體量和波動性遠超
現在的 crypto 山寨...

兄弟聊 HBM / CoWos / 光刻機 / 液冷 / 光通訊，監控黃仁勳喊單，帳戶吃成巨人觀，而你在幣圈躲牛市？

「接下來是 RWA perp 的時代」

@tradexyz 讓這件事變得可能，定價已經在鏈上發生，
7*24h 不休市，PreIPO perp，Bloomberg
多次報導，華爾街交易員用 XYZ 尋找開盤價線
索，這是定價權的遷移...

「Trade [XYZ] 已是傳統金融房間裡的大���」

你比華爾街更懂鏈上，比傳統散戶更懂合約，
這是一個真實存在的優勢視窗

這個社群就是為這群人建的。我們會在這裡追蹤 AI
板塊輪動、PreIPO 動態、鏈上巨鯨動向，把中英文
區最有價值的資訊第一時間帶進來

救贖之道，就在其中！

Trade [XYZ] 炒股養家 ✅
速速進群 👉 [ https://t.co/yByPiG22yf ]

[DEGEN NEWS @DegenerateNews]

NEW: @HyperliquidX HYPEREVM $USDC SUPPLY SURPASSES $5 BILLION

SOURCE: https://t.co/7MkZxo6lD3

[Hunter Horsley @HHorsley]

Fun to see Hyperliquid and $BHYP in @citrini's memo today —

"State of the Themes: June 2026"

Full piece here: https://t.co/uikKcaFCVA

[Austin Barack @AustinBarack]

I wouldn't underestimate @citrini's impact

From the State of the Themes: June 2026 post published today, $HYPE one of the top new ideas

[Aggr News @AggrNews]

CITRINI PROMOTES HYPERLIQUID IN LATEST POST, CALLING IT THE ANTIDOTE TO FTX'S FAILURE: SUBSTACK

[littlelitteshing @AloneWithMoon]

@dongdongRobin 黑柴又再一次食言了，把粉絲當流動性，賣粉絲

[Derek Edws @derekedws]

hyperliquid is a killer product

meanwhile, there are pressures that may constrain the project’s viability within US borders

including:

- hyperliquid’s product layer (via CFTC’s kalshi approval, coinbase/deribit no action, and policy statement)
- hyperliquid’s network and token layer (via clarity act)
- hyperliquid’s collateral layer (via USDC, managed by circle/coinbase, two US regulated entities)

haven’t seen a thorough discussion on these impacts, so below is a brief summary of the current paths forward, and the rationale behind each:

(1) hyperliquid can ignore US market, go offshore only
(2) hyperliquid can build a US regulated wrapper
(3) hyperliquid can decentralize under ‘clarity act’
(4) hyperliquid can centralize the project, turn $HYPE into a security
(5) hyperliquid can lobby for a change

these are the five, i'll start with the first

(1) hyperliquid can ignore US market, go offshore only

last week the CFTC approved kalshi’s BTCPERP as a futures contract on a DCM

the CFTC separately confirmed certain deribit perps may be treated as foreign futures through the coinbase FCM path

the implication is that regulated distributors for perps in the US may need a fully regulated venue, compliant customer funds path, approved product scope, surveillance, disclosures, and accountable corporate counterparties

without these in place

distributing hyperliquid liquidity, or offering hyperliquid perps, could look like routing US customers into an unapproved offshore venue

so the first option for hyperliquid is that they ignore the US market entirely

this approach would be similar to binance main exchange, which was ultimately forced to more aggressively block american customers after years of light effort

like binance, doing so would preserve hyperliquid’s product offshore, but cede US institutional access for the time being

(2) hyperliquid can build a US regulated wrapper

the second path is to find a way to build or partner with a US regulated wrapper to offer perps

under this path, offshore hyperliquid would remain a global crypto native venue, while a separate US affiliate or partner offers regulated perps through an FCM/DCM/DCO/FBOT style wrapper

you can think about this separate venue like Hyperliquid US™

in a perfect world, this is the ideal outcome for hyperliquid to target US users

however, this approach would likely require hyperliquid to ring fence (1) customer funds, (2) products, and (3) $HYPE value capture separate from the main network

the ongoing separation of Binance US™ from Binance’s main exchange is instructive here as a case study

- customer funds may be ring fenced because US regulated futures infrastructure cannot commingle US customer collateral with offshore protocol margin

- products may be ring fenced because the US venue will likely require approved, deep, liquid digital commodity perps, not the entire hyperliquid long tail universe of assets

- revenue and $HYPE value capture may be ring fenced because profits from a regulated corporate venue flowing into buybacks, burns, or assistance fund mechanics starts looking like token holders are economically participating in the profits of a corporate operating business, which could implicate US securities laws

net net, this model would likely require a significant rewrite of how the hyperliquid network works for US participation

(3) hyperliquid can decentralize under ‘clarity act’

the clarity act drafts offer a groundbreaking path for a lot of protocols to ‘progressively decentralize’ a network

i'll be writing more on this down the road

but for now

under clarity, progressive decentralization means reducing the role of the originator / related parties until the network and token are no longer under ‘coordinated control’

in exchange, a token may exist to capture *automatic* revenue flows originating out of the decentralized network, as long as the token value is primarily driven by the distributed ledger system rather than entrepreneurial or managerial efforts by a control group

in a vacuum, a token powering a decentralized network may support shifting the token’s classification from “security” to “commodity”

which is a big deal for many protocols and networks in the US

however, there are tradeoffs for projects optimizing for the ‘decentralization’ route

for hyperliquid, decentralization under clarity would likely mean the project would need to aggressively broaden validators, decentralize the listing process, decentralize oracle/risk controls, reduce controlled ownership, reduce emergency discretion decisions, make upgrades slower and more governance driven, among offloading other day to day product decisions

this would be a meaningful change, as a large part of the hyperliquid thesis has been underwriting the core team’s ability to make fast product decisions, in a manner they see best

ceding managerial control over the protocol to satisfy decentralization changes the trajectory of the project, and shouldn’t be taken lightly

this also coincides with a separate issue

the clarity act’s decentralization framework is not a DCM/DCO workaround. even if the hyperliquid network could eventually satisfy clarity’s decentralized governance framework, this would still not automatically permit hyperliquid to offer perps directly to US users

notably, both clarity and the ag committee text for clarity preserve the existing commodity exchange act (CEA) regime for futures, swaps, options, and leverage transactions

this is important for understanding clarity's intent, as the ag committee writes the CFTC/CEA side of market-structure legislation and this text signals that clarity act legislation is not a workaround for the existing CEA derivatives regime

simply put

this likely means any decentralization for hyperliquid will *not* erase the need to follow regulated derivatives market infrastructure without a regulated wrapper, which would require a significant rewrite of how hyperliquid works for US participation

(4) hyperliquid can centralize the company, turn $HYPE into a security

this is probably the weakest option game theoretically, but worth mentioning

hyperliquid could become a corporate exchange, register or restructure $HYPE into a security, build a regulated wrapper, and shift value capture away from token buybacks/burns and toward equity, licensing, or regulated-entity revenue

this is the cleanest for compliance because the entity, venue, governance, customer funds, disclosures, and revenue flows become legible to US regulators *today*

but it is the most damaging to the network value prop, which relies on the idea that protocol activity, incentives, and economics are all aligned around $HYPE as a digital commodity, not a tokenized security

(5) hyperliquid can lobby for a change

there is a fifth option, which is to lobby for a change

here, related organizations could work hard to lobby the agencies to eventually create a bespoke framework for crypto-native perp venues like hyperliquid to directly target US audiences and capital

the work being done here by @HyperliquidPC is instructive

there is some evidence this approach could work in part

the CFTC is clearly moving in a more innovative direction, and the kalshi / coinbase-deribit path may be the first conservative step before more liberal steps to include more unique design architectures

important to consider, however

even if the CFTC further opens up on perps to tailor approvals for decentralized networks

this wouldn’t solve a $HYPE securities classification under the clarity act, which is a separate issue that may require network changes before US participation

without these changes

and under a current reading of clarity

i do find it impractical to think there will be a special token exemption for one project, while other projects are required to satisfy clarity act’s decentralization / network token framework

ok

in closing

these are the five US options as i currently see it, i'd be curious if folks in the legal / policy community are seeing others

there is also one final wrinkle, which is USDC now serving as hyperliquid’s ‘aligned quote asset’, with coinbase/circle tied into the broader treasury and routing strategy

a final point on this

if hyperliquid’s core settlement asset is USDC, then the system unquestionably inherits some degree of US regulatory control at the asset layer

but it also opens up a unique opportunity for significant policy shifts to support extending USD dominance, as flagged by @blknoiz06

its an interesting dynamic worth keeping an eye on for policy reasons

i hope some of this discussion is useful for further dialog

as of today

whether you are bullish or bearish on hyperliquid’s US efforts from here probably depends on two things:

(1) what probability you assign to each of these paths; and

(2) hyperliquid’s ability to compete once they end up on one of these paths

disclosure: my fund @collab_currency currently has exposure to $HYPE and projects building in the hyperliquid ecosystem

[Derive.xyz @DeriveXYZ]

The trade tape is all $HYPE right now.

After today's move, traders are selling June 60 puts and 60 calls, while Sep flow is centered around 65 calls with 55/75s sold against it.

People are positioning for HYPE to hold this range with some upside.

[MONK @defi_monk]

While I was hoping that $HYPE could pull away, the move to $75 was very vertical in a short period of time. Ultimately the floor collapsing on $BTC was too much to overcome.

There are no safe havens in crypto, but the difference when you hold $HYPE vs. any other alt in crypto is that you’re buying a token that has a flourishing idio growth story which continues whether the token goes up or down.

Couple that with willing long-term bidders and early innings of TradFi accumulation and you get one of the only tokens that gives you a fighting chance against unrelenting downside beta.

I have no idea what the potential short term downside is, you can do the TA if you want, but when shit hits the fan there’s no other cryptoasset I’d rather bet on.

Perhaps the worst coin to overtrade.

[Henrik @Henrik_on_HL]

Arthur Hayes called for $150 per $HYPE and sold for $75 LMAO

[The Wolf Of All Streets @scottmelker]

UPDATE: HYPERLIQUID $HYPE REACHES RECORD SHARE OF GLOBAL PERPS MARKET AS HIP-3 EXCEEDS $62B MONTHLY VOLUME