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#국장#코스피#삼성전자
keep calling me crazy...but I will keep repeating this..
1. open Claude Cowork
2. paste these 20 prompts
3. dominate Google like a premium SEO agency
4. pay $20/month instead
5. make your first million dollars
🚨 INSTEAD OF WATCHING NETFLIX TONIGHT.
Spend 5 hours with this.
Claude AI FULL COURSE that teaches you how to BUILD and AUTOMATE anything.
The people who watch this tonight will wake up tomorrow with a new skill.
Watch it and Bookmark it now.
🚨 Anthropic's own team just showed how to actually use Claude Code properly.
30 minutes. free. the person who created Claude Code.
watch the workshop. bookmark it.
worth more than every $500 course you almost bought.
you've been using Claude without knowing 40 of its commands.
Then read the guide below.
The Based Master Plan, Part 2
The first master plan I wrote four months ago is now well into execution. Build the financial layer for trading and spending. Grow an ecosystem of developers on top of it. Turn trading into culture. Bridge on-chain and off-chain finance. Give people a reason to keep coming back.
The reason we started with a trading app is simple. That's where the users were, that's where we could prove the product worked, and that's where we could generate enough revenue to fund what comes next.
Now we're ready for the next part.
What changed
I should explain something that has shifted materially since we wrote that first piece.
AI is getting dramatically better, faster than most people expected. Eight months ago our engineers were using it because it typed faster than humans. That sounds almost quaint now. Today, frontier models produce work that is genuinely close to what strong developers produce themselves, and the iteration loops are getting tighter every few months.
The implication of this is straightforward. If any team can build any software product quickly and cheaply, then software is not a defensible business anymore. The value has to come from somewhere else. It comes from the users you have, the liquidity you sit on top of, and the rails that actual commerce flows through.
That is what Based has been building. And it is why the next phase looks the way it does.
The actual shift that is coming
Here is what we believe will happen over the next 6 months, and what we are positioning for:
1. The next wave of users won’t be human
Everyone will have at least one agent running alongside them handling tasks, making decisions, executing transactions. Companies will run fleets of agents working concurrently. The number of "users" on any financial platform will multiply, but most of them won't have names.
2. AI inference usage will increase dramatically from where it is today.
Right now, most AI inference usage is concentrated around chat apps and, more recently, coding workflows. That will change. We are going to start seeing collaborative agents automate more parts of work, consumption, finance, and personal decision-making. The amount of AI-inference spending required to support that world will rise materially.
3. Spending is the next pillar that gets disrupted
Programming was one of the first domains to get reshaped in a visible way. Spending is next. We believe AI agents will increasingly compute, compare, aggregate, and execute commerce decisions on behalf of users. Over time, AI will compress consumer decision-making itself; finding better prices, better routes, better timing, and more efficient actions.
The question worth asking is: where does all of that activity settle? Who owns the rails?
Here is what we are going to do
The goal is for Based to be the financial execution layer for both humans and agents. Not a wallet. Not a trading app. The system where economic intent, whether it comes from a person or an agent acting for that person, gets turned into action.
Here is how we get there.
Build the inference layer.
If agents are going to operate at scale, they need reliable access to intelligence. That means inference has to become easy to consume, easy to pay for, and easy to embed into workflows (it needs to flow like liquidity).
Based has already built AI inference infrastructure (https://t.co/1W4tkos9ch) that can be natively used by both agents and humans. More importantly, payments for this infrastructure have been designed to settle through Hyperliquid and Based Pay, our TradFi payment system.
We have already done this.
Drive real usage on top of it.
Infrastructure without usage is just overhead. We are releasing consumer products that sit on top of the inference layer and generate compounding demand. Product usage drives inference usage. Inference usage strengthens the infrastructure. That loop is what turns an infrastructure bet into a real business.
Own the commerce interface.
The long-term opportunity is not merely selling access to intelligence. It is owning the interface where intelligence meets action.
If AI becomes responsible for more decision-making, then the most valuable layer will not just be the model, or the app, or the wallet in isolation. It will be the system that can take an intent and translate it into execution across trading, payments, purchasing, and financial actions.
Expand what "Trade Everything, Spend Everywhere" actually means.
When we came up with that phrase, it described a product. Now it describes something larger.
Trading is not just perps and spot. It is any decision with an economic outcome that can be turned into an executable action. Spending is not just cards and checkout. It is any transfer of value, regardless of whether the entity initiating it is a human or an agent. Intelligence is not a chatbot bolted onto a wallet. It is the layer that sits inside the commerce stack and optimizes how capital moves through it.
When commerce becomes programmable, the companies that win will be the ones that already understand liquidity, settlement, incentives, and distribution as a single system. That is what we have been building.
Why BASED
We build around one of the most powerful ideas in crypto: that open financial rails enable faster experimentation and stronger alignment than closed systems do.
We are making a clear bet on two things.
First, that Hyperliquid becomes the dominant chain for AI commerce. The team is building toward housing all of finance on a single, fast, neutral chain. If they get there, it becomes the natural settlement layer for a world running on programmatic transactions. We have built most of our infrastructure there already. There is no comparable alternative.
Second, that agentic commerce is real and coming faster than most people think. OpenClaw gave an early glimpse of what it looks like when agents start replacing humans as the primary users of financial systems. That future is not theoretical for us. We have been building with agentic tooling for longer than it has been fashionable to talk about it.
We were early on Hyperliquid. We were early on agentic infrastructure. Being early is the only edge that consistently compounds.
Why this moment
Software is getting cheaper to build. Intelligence is getting cheaper to access. The window to build a defensible position around liquidity, users, and commerce rails is not permanent.
We have been in the right places early before. We intend to do it again.
The TGE is not just a financial event. It is the moment when the people who built this community with us get a real, structural stake in what comes next.
We do not just want to build products for our users. We want to build the future with them.
So in short, the Based Master Plan, Part 2:
Build the payment and settlement rails for AI inference
Release consumer products that drive compounding usage on top of them
Own the interface where intelligence meets financial execution
Make sure the people who built this with us share in what it becomes
The future is Based.
p.s: this article is also published on Based Page https://t.co/fkge2dfL2a.
I one-shotted it with Based AI by the way.
E159: @Hyperliquidx: Housing all of Finance
@chameleon_jeff came back on the When Shift Happens Podcast to talk about the Hyperliquid journey since the TGE and what the future holds for one of the most loved and prolific protocols in the space
Hyperliquid
Timestamps
0:00 Intro
2:01 Singapore
2:27 Reminiscing on the Token Launch
5:00 Was This Scale Of Wealth Expected?
6:28 Doing The Right Thing In Crypto
9:07 The Responsibility that comes with Billions of $
11:10 @JupiterExchange@KASTxyz
11:51 Bringing Hyperliquid to the masses
15:21 Pre TGE and Post TGE: Operational difference
20:13 Choices on what to build Internally vs Externally
22:05 How to build a reliable team
24:51 Did the Team celebrate the HYPE wealth Generation event?
26:45 How to test talents for High Integrity
28:31 How much does the Hyperliquid team sleep?
30:05 Employee Vesting Fears
31:41 Dealing with FUD
32:28 How Does Jeff Personally Handle FUD
35:02 Token "Buybacks" critics
37:20 Why Hyperliquid can't have Discretionary "Buybacks"
39:04 HyperEVM, explained Simply
40:00 @paradex@zodl_app
40:41 HyperEVM: Success so Far?
44:05 HIP-3, explained Simply
47:44 What makes Hyperliquid's approach different
48:19 Why Should People Care?
51:33 Bring All Finance On Chain
52:08 Why Is The Hyperliquid Approach Better?
53:47 Key Numbers showing that Hyperliquid Is Doing it right
59:01 What Has the @unitxyz team demonstrated with spot trading on Hyperliquid in 2025
1:03:29 HIP-4: Outcome Markets
1:08:01 @Trezor@bitwise@SuiNetwork
1:08:58 What does "Housing All Of Finance" mean?
1:10:51 Why Hyperliquid is not a crypto company
1:12:23 Why Does Hyperliquid have A Stablecoin USDH (@nativemarkets)
1:14:39 What Is @Kinetiq_xyz & Why Does It Matter?
1:16:15 Why Is What @Hyperlendx Is Building Important For HyperLiquid
1:23:39 Where did Fairness cost the most?
1:24:47 What should Hyperliquid be Remembered for?
1:25:24 Why should people stay in Crypto when there's an AI brain drain?
1:28:10 Closing Thoughts
Opus 4.6으로 9명짜리 퀀트 회사 만들어서 돌리는 중
최근 나온 4.6 모델이 금융공학관련 지식이 월등하게 발전되었다해서 사용을 해보았는데
클로드의 teamwork 기능은 생산성에 있어서 Claude Code 이후 또 하나의 혁신을 가져온듯 합니다
스캘핑 리서쳐 3명
리소스 모니터 1명
버그 헌터 1명
최적화 전문가 1명
전략 유용성 평가 1명
백테스팅 전문가 1명
데이터 파이프라인 1명
저는 총 9명의 에이전트를 사용중인데, 서로 상호보완하며 결과물을 가져다주는게 인상적입니다.
저는 LTF에서 거래빈도가 많으면서 수수료 지불 후 breakeven에 가깝거나 혹은 돈이 벌리는
즉 쉽게말해서 퍼프덱스 볼륨을 쉽게 비용 효율적이게 만들어 포인트 파밍하는 방법을 찾기 위해서 전략과 알파들을 찾으려고 노력중입니다.
🔖 Claude Code 완전 가이드: 해커톤 우승자의 70가지 파워 팁
https://t.co/XcRJfmeb0d
54 페이지 분량의 자료네요! Part 1~13 까지 정말 좋은 내용으로 채워져있네요.
> 이 책은 단순한 기능 나열식 가이드를 넘어, Anthropic 해커톤 우승자 ykdojo의 생생한 경험과 검증된 워크플로우, 그리고 Anthropic DevRel Ado Kukic의 "Advent of Claude" 챌린지에서 공개된 70가지가 넘는 실전 팁과 전략을 완전히 집대성한 결정판 가이드입니다.
팁들을 포함해서 개발 워크플로우를 어떻게 변화해야 할지에 대한 얘기도 있어서 도움이 되실거예요.
정리해주신 저자분께 감사드립니다..!