Chimutengwende Academy

$CHEN solves Africa's massive education funding crisis - where 400M+ school-age children exist but only 30% have access to quality education.

[Chimutengwende Academy @Chen_Academy]

$CHEN is the first token that lets you own a piece of a real school. We're building Chimutengwende Academy in Zimbabwe - combining UK grammar school excellence with African heritage. The problem? Africa needs $100B+ for education infrastructure but traditional funding has failed.

[Andrew Day @AKDay89]

If Trump wanted to use nukes, who's there to tell him no? Susie Wiles would, but she's dealing with cancer. Stephen Miller might want to see a nuclear attack out of morbid curiosity. Hegseth seems to think Jesus has called on him to kill as many Iranians as possible.

Dan Caine would highlight risks but "present the option." Rubio and Vance would be mortified, but they're dealing with a collective action problem, so each would prefer that the other be the one to put his foot down and alienate Trump.

Would Trump do it? In the past he's asked why we have nuclear weapons but never use them. He does not seem to have internalized the "nuclear taboo." And he clearly feels stuck with no clue how to get out of the Iran mess except to OBLITERATE Iran.

The late Sheldon Adelson had proposed dropping a nuke on Iran. Might his widow, Miriam Adelson, a top Trump whisperer, be pushing for the same?

Considering only 7% of Americans support a ground invasion, and since all the ground force operation options sound like suicide missions, Trump might even see nuclear weapons as the safer political option.

By the end of this war, all the fear-mongering about Iran's nuclear program might seem to have been psychological projection. One does detect in Iran hawks a kind of "will to destruction" and hatred of boring, civilized diplomacy. As Nietzsche said, "Without cruelty there is no festival."

[Policy Tensor @policytensor]

Iran is a great power, by @policytensor.

[Kelly Grieco @ka_grieco]

Look at what Iran has been hitting since Feb. 28: radar systems, SATCOM terminals, tankers, and now an AWACS. That's not random.

It's a systematic attack on the infrastructure that makes U.S. air power function. Iran's running an asymmetric counter-air campaign. A 🧵.

[🇦🇺Craig Tindale @ctindale]

State capitalism isn’t socialism. In the West it was the dominant model from the late 19th century through the postwar period, with states directing railways, steel, energy, finance, and war production. The pivot came from the late 1970s into the 1980s, as policy shifted toward deregulation, privatisation, and capital market primacy. What followed was financialisation, not a pure free-market system. The idea of stateless free-market capitalism is a recent construct: pushing price signals to maximum efficiency reallocates capital away from domestic production, leaving the state exposed to external actors that can shape or control those signals.

[MetaMask 🦊 @MetaMask]

HyperEVM is now fully supported in MetaMask.

MetaMask 🤝 @HyperliquidX

[Santiago R Santos @santiagoroel]

I started looking at Western Union because I thought stablecoins would kill it. Then I realized WU is better positioned than almost anyone to leverage them.

Brand, distribution, 200+ countries, $923M in EBITDA. The key risk was management. They had been skeptical of stablecoins.

I placed the bet in November. Since then WU has not only outperformed Solana but the broader market:

WU +2.14% / SPX -6.76% / Nasdaq -11.66% / SOL -56.15%

WU is a $2.8B market cap business trading at 6x earnings with a 10% dividend yield. Remitly trades at 50x on a 2.3% operating margin. Wise at 23x. The discount exists because WU revenue is declining 3.8% while both are growing 25%+. I am not fighting that. But at 6x earnings you are paying for zero recovery, zero tech adoption, zero optionality. That is the margin of safety.

I was at the @blockworksDAS this week. The WU CEO was on the same stage. Very different energy from the one I had been following. Clear on the stablecoin strategy, talking about flipping negative float into positive float. They have since announced USDPT, their own stablecoin on Solana. For a 175-year-old company to go from skepticism to launching on Solana in under a year is a meaningful shift. Of course, there is plenty of execution risk. The bear case was always that they would not act. They are acting - and that alone warrants a repricing.

The math I ran back in November when I placed the bet was: lose ~20-30%, cushioned by $500M in net income and a 10% dividend. Re-rate to Wise multiples and it is 4 to 5x.

I am not betting on convergence. I am betting the market prices zero probability of it, and I will get paid for getting a free option.

WU is part of a broader thesis that led me to start @inversion_cap: acquiring businesses with distribution at attractive prices. There is a lot of embedded optionality in those businesses. Not all will act in time. Some will die. But the ones that do will meaningfully outperform, and those gains will more than outweigh the losses. You reduce that risk meaningfully when you control that business.

The greatest beneficiaries of cost-reducing technology like AI and crypto are not the startups building it. They are the incumbents with distribution that adopt it.

WU is one of many. Full piece on Substack: https://t.co/tsbU7YFIHA

@HadickM double or nothing? Market settles November 1, 2026.

DISCL: Long WU. Long SOL. NFA.

[glassnode @glassnode]

Tokyo is pinging the Hyperliquid API in ~3ms. Amsterdam is sitting at ~221ms. Distance is a tax on your execution. We just deployed a live map of global probes tracking API and direct validator latency to Hyperliquid in real-time: https://t.co/9SwI8ErLeb

🇯🇵 Tokyo: ~15.9ms
🇰🇷 Seoul: ~50.2ms
🇭🇰 Hong Kong: ~66.9ms
🇸🇬 Singapore: ~136.1ms
🇺🇸 Virginia: ~163.5ms
🇳🇱 Amsterdam: ~245.2ms

[Pavel Paramonov @paramonoww]

The thing about Hyperliquid Labs is they don't give a fuck.

They don't give a fuck about conferences, presence somewhere, they don't give a fuck about you as a project or you as an individual.

They have their own vision of how they see things, they don’t care about absolutely anything, if product is good — it will strive on a blockchain that is already big and flourishing.

There are no grants, no liquidity programs, no investors, nothing. Labs don't have to prove anything to anyone.

There are real users, real infra, real liquidity, etc, everything is ready, just ship something that people will find useful.

That behavior might trigger someone because "how come they don't help their ecosystem protocols", but it is actually a great attitude to keep focused on what they do the best — shipping.

[George Noble @gnoble79]

Micron hit an ALL-TIME HIGH of $471 eight days ago.

It's down over 20% since.

A few weeks ago I literally told you to STAY AWAY from semiconductor stocks. That the "it's different this time" crowd was dead wrong. That Micron's price-to-book was the most expensive in the stock's history, dressed up in a low PE because earnings were wildly above trend.

The oldest trap in cyclical investing.

And what happened this week? Google dropped TurboQuant - a compression algorithm that cuts AI memory requirements by 6x. One research paper from Alphabet and Micron lost $90 per share in a week.

THIS is exactly what I warned about.

When any industry generates obscene profits, innovation floods in to compete those profits away. That's how capitalism works. And semiconductors are not exempt from the laws of economics no matter how many times CNBC tells you AI demand is "permanent."

Micron just posted a phenomenal quarter. Revenue nearly tripled. Margins at 75%. Earnings crushed estimates.

And the stock FELL every single day after reporting.

Because the market is a forward-looking machine. And forward-looking machines eventually do the math on what happens when $650 billion in AI capex meets algorithmic efficiency that slashes memory needs overnight.

The cycle always turns. Always.

Meanwhile, the rotation I've been calling continues. Gold above $4,600. Energy ripping.

The playbook hasn't changed: avoid what's overpriced and own what's cheap.

I don't want you to believe I'm doing this to brag.

I just want every single one of you to MAKE MONEY.

[MoneroMahesh @MoneroMahesh]

Posting my recent Harvard Business School case on @HyperliquidX, which we taught to MBA students and regulators earlier this week.

Grateful to @chameleon_jeff and @iliensinc for their help, and for letting me interview Jeff for the class!

You can read the full case below:

[Pavel Paramonov @paramonoww]

https://t.co/ZTqpgufg5i

[Chimutengwende Academy @Chen_Academy]

Subscribe to Reaching Escape Velocity, by @MoneroMahesh https://t.co/sHZ9gbyjW6

[1000x @1000xPod]

“I think Hyperliquid will eat commodities trading”

Trading weekend oil perps are just ~1% of what’s possible

The real breakout moment:

- Institutional on/off-ramps
- Energy firms can hedge risk
- Stablecoinized balance sheets

@jvb_xyz

[Castle Labs 🏰 @castle_labs]

🏰 The Evolution of Commodities 🏰

A deep-dive report using the Iran strikes as a case study and a comparative analysis of @HyperliquidX and the CME across their oil markets.

Link to PDF below ⬇️

[Yaugourt.hl @Yaugourt]

HIP-4 documentation updated on Liquid Terminal.

https://t.co/hkzY5AT2Da

After 3 days of research, reverse-engineering, corrections, and live testnet testing, the entire HIP-4 section has been rebuilt from scratch.

What changed:

HyperCore L1 is now the primary source of truth. The full native lifecycle is documented front and center:

registerTokensAndStandaloneOutcome → CLOB pair minting → VoteGlobalAction settlement. This is the real HIP-4.

New sections added:

→ Timeline: day-by-day research log (Day 1–3) + archive of all 10 tweets with links

→ HyperCore (L1): architecture diagrams, pair minting mechanics, open questions

→ API & data reference: outcomeMeta endpoint, candleSnapshot, WebSocket feeds (activeSpotAssetCtx, l2Book), L1 action types, system wallets, S3 data access

→ Info endpoint: full API documentation styled after the official Hyperliquid GitBook, with POST examples, response schemas, outcome types, and the coin ID mapping formula (outcomeId × 10 = YES coin, +1 = NO coin)

→ Industry compare: HIP-4 vs Polymarket vs Kalshi side by side

EVM contracts moved to third-party section. The parimutuel contracts (V1 + V2) are still fully documented but now clearly labeled as unconfirmed origin. All the original research (ABI, events, revert strings, storage, tx examples) is still there, just properly framed.

The home page leads with L1, not EVM. Disclaimers up front. Research first, speculation labeled.

We got things wrong along the way and corrected them publicly. That's how open research works.

https://t.co/hkzY5AT2Da

Hyperliquid

[espri.hl @esprisi0]

https://t.co/j47DQo2A2J

[Lightning News @LightningNewsX]

💥 BREAKING: World's First Mobile Carrier Securing your Phone Number with a Seedphrase 👀

> Numbers secured with #BIP39
> No employee can swap a SIM without it
> Call metadata purged daily
> Network ID rotated daily to prevent tracking

Exclusive Interview with @CapeCellular 👇

[Jian Wang @jianw851]

Claude Code has 93 commands.

You only need these 16 to get 80% of the value 👇

/init
→ generates CLAUDE.md (your repo memory)

/plan
→ think first, code later

/context
→ shows what’s eating your tokens

/compact
→ free up context mid-session

/clear
→ reset between tasks

/model
→ switch Opus / Sonnet / Haiku

/btw
→ ask side questions without breaking flow

/rewind
→ undo when things go off track

/agents
→ run multiple sub-agents in parallel

/chrome
→ control browser (click, fill, navigate)

/loop
→ run prompts on repeat (monitoring)

/simplify
→ 3 agents review your code together

/permissions
→ pre-allow safe actions

--dangerously-skip-permissions
→ full auto mode (no interruptions)

Shift + Tab
→ switch modes instantly

"ultra think"
→ max reasoning depth

Most people use Claude Code like a chatbot.

That’s why they struggle.

Power users run it like a system.

Save this. You’ll need it. ♻️

#AI #Claude #AIAgents #LLM #GenAI #DevTools

[Chimutengwende Academy @Chen_Academy]

Episode 22 - Brian Kagoro: Rethinking Africa's Development https://t.co/2Wa1w8tVzv @TamukaKagoro77

[Based @BasedOneX]

We just raised US$11.5M to build the next generation of on chain finance.

Proud to announce our latest round as we scale Based, the crypto SuperApp to trade everything and spend everywhere.

Based brings perpetuals, prediction markets, spot trading, and real world spending into a single on chain first experience. All from one SuperApp.