dqolm

Shit and shitters

[. @ayssffff]

These Iraqis had to face Saddam Hussein, Erling Haaland & Kylian Mbappe 💔

[The San Andreas Fault @sanandreafault]

Hi, it's me, I'm the reason

[David Sun @arcticinstincts]

Bryan Johnson rediscovered Asian Aunties from first principles

[Ryanair @Ryanair]

Brits in Tenerife be like

[Michael (Hedge Fund Manager) @HedgeFundFomo]

I'm always here to reassure my clients.

[Carter Byrd @CarterByrd13]

Alberta is gonna have a hell of a college football program when they join the United States.

[Fusilli Spock @awstar11]

America: builds incredible technology to send people to the moon and return them safely back to Earth.

Canada: we spoke French.

[smolting (wassie, verse) @inversebrah]

WOW

[dqolm @dqolm]

@tradexyz Incredible

[LocoMotivo🇮🇱 @Moonbl0x]

niggas used to chart m2 global money supply vs wif

[Capital Flows @Globalflows]

Hyperliquid continues to bid

Let me share several thoughts on how I think about the progression of my Hyperliquid adoption and how the entire system is being flipped in a way no one is positioned for: 🧵

First, we are moving in lockstep with the view I laid out in my pinned tweet. The idea is that tradfi assets migrating to Hyperliquid are creating an uncorrelated source of returns that is causing Hyperliquid to diverge from Bitcoin. This is happening perfectly as HIP-3 volume becomes a larger percentage of OI and volume. But this isn’t all that’s happen, it would be one thing if HYPE diverged from Bitcoin but it’s also rallied while global equity markets have sold off on geopolitical risk.

We are literally seeing Hyperliquid benefit from global volatility. It is in many way exhibiting antifragility.

Second, we are still waiting on Hyperliquid to be integrated into the US regulatory framework. Once this happens, even more flows will come on and arbitrage a lot of returns so that the funding rates collapse. Once funding rates for leverage on perps collapse, even more traders will be incentivized to enter the platform and get institutional level leverage as a normal person.

Soon enough, you’ll have the same ISDA level leverage as @chamath

Third, we have already seen many firms file for HYPE ETFs but we are still waiting for approval. It is this interim period of time that people are going to be aggressively chasing exposure to the HYPE token but won’t be able to obtain it until the ETFs launch. In this window of time, $PURR is likely to rally the most because it’s THE way for larger players to get exposure since they hold the most tokens of any DAT for traders to get size on. If options are listed on $PURR then this is likely to create a massive gamma squeeze. This is why the $PURR stock is my largest position right now and why I did an interview with the ceo. I’ll link this interview below.

Finally, what seems to allude most people is how agentic trading for both systematic and discretionary traders is going to dominate and THE primary place to express this is Hyperliquid. When you have low cost of leverage, more leverage than a traditional brokerage account, and the ability to run an ETF type vault with Agentic Trading, the amount of money that will flow onto Hyperliquid is not conceivable. I suspect that this adoption will overlap at the same time that greater memory options are released for all of the AIs. When you have more memory, you’re able to have more informed iteration. Match this with the massive amount of compute to fuel this and you have a scenario for one of the largest productivity booms and liquidity injections in history.

This doesn’t even account for the possibility of tokenization laws to pass where you can legally tokenize real world assets on chain.

The upside is always inconceivable in foresight but obvious in retrospect.

My entire goal right now is taking a bet on Agentic Macro Trading and Hyperliquid. If you want to follow everything I’m doing, you can get every update here: https://t.co/rpJr1XL6FO

[dqolm @dqolm]

@SteveSaretsky Hahahahahahahahaua

[Adam Piron @adam_piron]

what the land sees when you acknowledge it

[Charestiste🇨🇦🍁 @RealAlbanianPat]

CBC brought WHO to discuss Alberta separatism???

[Bittex @BittexXBT]

“now buy alts because BTC pumped to a 30d high”

[wizzy (unc arc) @wizzyknows]

Nothing growing up prepares you for how soul crushing this is

[Lain on the Blockchain @CryptoCyberia]

One reason Twitter, despite being absolutely broken in many ways, never get threatened by Bluesky or Threads or whatever is because you have obviously state-sponsored shitposting in the middle of a war.

[Autism Capital 🧩 @AutismCapital]

Babe, do you remember where we keep the eye bleach?

[NIK @ns123abc]

🚨BREAKING: A study finds ChatGPT, Claude, and Gemini deployed tactical nuclear weapons in 95% of 21 simulated war game scenarios and never surrendered

It’s so fucking over