xxxyz

[xxxyz @hyperliquid888]

@lorettabagg Aiyo clickbait……How is your comprehensive skill so weak? He mentioned DAP to describe a situation not saying SALAH DAP

[xxxyz @hyperliquid888]

@LuBtc888 这位不是薛凯琪。主持人都说Vicky了。薛凯琪是Fiona

[xxxyz @hyperliquid888]

@Kendogdoll might be fake news. but dongfang reported will give way to 67 years old aunty
https://t.co/W05FUW8zTN

[Ts. Hisam Sumiry 🇲🇾🇵🇸 @HisamSumiry]

Soalan 17: Sdr Raf nak sambung belajar? Jawapan: Ada plan, maybe law or history & religious studies

Soalan 18: Apa masalah laksana reform? Jawapan: PKR & PH dilihat oleh PM tiada kekuatan, PM nak kena jaga hati penjawat awam, PM tiada certainty & clarity budaya yg perlu tukar

[AYi @AYi_AInotes]

说实话，Garry Tan 这篇长帖，是我今年看到的最重要的 AI 文章，没有之一。

大多数人看完估计只会惊叹：“哇，这个读书工具好厉害。”

但他们其实并没看懂，这不仅仅是一个工具，说是一份 AI 时代个人能力的指数级放大说明书更合适一些。

先看那个最震撼的案例：
Book Mirror。

把一本 162 页的书扔进去，40 分钟后，产出 3 万字的深度脑页。

注意，这可不是普通的读书笔记，
而是要把作者的每一个观点，都精准映射到他自己的人生里——

他的家庭历史、YC 工作、治疗笔记、和几百个创始人的对话。

相当于这本书的作者专门花了两天时间，只和他一对一深聊，并且只聊和他最相关的那部分。

比 $300/小时的治疗师高效 50 倍以上，而且这已经远远超越普通 RAG。

普通 RAG 只能检索，

[smartestmoney.hl @smartestmoney]

Initiated the transfer from https://t.co/Q1rmaSYS2c 19:48 and received it in my @IBKR USD account at 20:37.

Zero fees.

Less than 60mins to clear. (probably faster for banking hours)

With named payouts allowing you to receive transfers in your name, this makes @nativemarkets one of the best on/off ramp in crypto.

Prior to this, I had to route stables to off-ramp entities wait for T+1 to receive it in a bank then wait for another T+1/2 to get stables over to IBKR with fees.

Now you can do it at 0 fee from HL<> IBKR with USDH<>USD

[Avi @AviFelman]

Above all

[fejau @fejau_inc]

This has become my favorite podcast lately

https://t.co/0AvbUOoQNm

[Ryan @ohryansbelt]

Colossus Magazine just published a deep profile on Jeffrey Yan, the 31-year-old behind Hyperliquid, a crypto trading exchange that generated over $900 million in profit last year with 11 employees. He turned down $100 million in VC funding, airdropped billions in tokens to strangers, and now needs a bodyguard to leave his office. Here's the breakdown:

> Hyperliquid is a blockchain with a trading exchange built on top. Users keep custody of their own money and all accounting is on-chain. It has a $10 billion market cap and has never taken a dollar of venture capital.

> Yan started with $10,000 in personal savings running an anonymous trading operation called Chameleon Trading from a one-bedroom apartment in Puerto Rico, working 100+ hour weeks off a TV screen while his partner got roughly 30 minutes of his attention per day.

> The 11-person team generated $900 million in profit last year. Their office has 34 stuffed animal toys and their cleaner thinks they're a merchandising company that makes stuffed cats.

> Yan won gold at the International Physics Olympiad at 18, finished first out of 150 students in Harvard's notoriously difficult CS 124 course as a freshman, and left Hudson River Trading after eight months because he couldn't answer the question "What value are you adding to the world?"

> When VCs offered around $100 million at a billion-dollar valuation, Yan took a weekend to think, then told his co-founder iliensinc "We're not going to take it." Her response was "What the fuck?"

> On November 29, 2024, Hyperliquid airdropped 31% of its total token supply to roughly 94,000 early users with no conditions or vesting. At all-time highs, the airdrop was worth $16 billion. The team received nothing that day.

> Independent builders are now launching products on the platform that Yan's team never built. Trade[XYZ] listed a perpetual on the S&P 500, officially licensed by S&P Dow Jones Indices, that trades around the clock including weekends. When the U.S. and Israel bombed Iran on a Saturday, Hyperliquid's crude oil volume went from $21 million to $3.7 billion while the CME was closed.

> In March 2025, a trader exploited HLP (the community vault) through a coordinated attack on an obscure token called Jelly Jelly, causing $12 million in losses before Yan's team intervened by delisting the token and settling at a fair price. The vault recovered its losses within 24 hours.

> Yan's college friends include Scott Wu (co-founder of Cognition AI), Alexandr Wang (Scale AI), and Jesse Zhang (Decagon). At an HRT internship, Wu and Yan finished first and second in every round of a three-week competition.

> The team eats lunch together daily. On Thursdays they eat Chipotle, but there's no Chipotle in Singapore, so they gave the recipes to their chef. Yan owns 15 pairs of the same Lululemon shorts and 10 of the same T-shirts, and cuts his own hair because going to a barber takes time.

[tae kim @firstadopter]

My latest: OpenAI Highlights Massive Compute Advantage Over Anthropic to Investors https://t.co/fCXoJDP1TS

[Marko Papic @Geo_papic]

BCA Research Hormuz Dashboard... open to the general public (not behind paywall). Use it to track data on the crisis and its market impact. Bookmark this page!

https://t.co/2w3YrSskk8

[HFI Research @HFI_Research]

If you want to know when it’s time to get bearish oil, just watch refining margins.

In COVID, some of the signals were:

First, these signals peaked.

Floating storage

Tanker rates

Contango

After, refining margins, which were negative in early May started to rebound.

Refining margins only rebounded because product storage started to drain.

Refineries at the time were in a precarious place. OPEC+ had just reduced production by 10 million b/d. Mandatory lockdowns destroyed oil demand, so refining margins had to go up in order for crude oil to rally.

When it finally did, that was when crude started to rally with a bit more leg.

This time around, a similar playbook will happen but in reverse.

Refining margins will be a key indicator for when the global economy cannot handle higher prices any longer. We are already seeing some of that in Southeast Asia, but it’s not widespread yet.

Once you hear about how refineries are forced to cut throughput and can no longer afford crude, that will be the signal to sell your crude oil longs.

[İyad el-Baghdadi | إياد البغدادي @iyad_elbaghdadi]

On Friday, I presented a risk assessment briefing re the Iran war to my team on an internal call. We thought it was worth sharing the notes (which were AI-transcribed &amp; summarized), so here goes. Posting without much editing to save time.

[illiquidity providooooor @skyquake_1]

https://t.co/hOBuBMfazW

[花叔 @AlchainHust]

你的下一个员工，何必是同事。

同事.skill这几天火了，把同事蒸馏成AI Skill。这个项目证明了一件事：蒸馏一个人的能力，是可行的。

但我想问一个问题：既然我们已经有了蒸馏人的能力，为什么要蒸馏身边的同事？

去蒸馏各领域最强的人。

而且幸运的是，这些人留下了大量可以被蒸馏的材料。芒格有《穷查理宝典》和几十年的股东会演讲。费曼有全套讲义和自传。Naval有几百条推文和长篇播客。塔勒布有五本书和无数公开辩论。这些都是高纯度的思维原矿，等着被提炼。

我之前就一直在干这件事。今天把方法论开源了，叫女娲。

使用极其简单：输入一个名字就行。女娲自动启动6个Agent去找书、找播客、找推文、找批评者，自己调研、自己提炼、自己验证。你不需要准备任何材料。

6个Agent并行采集著作、播客、社交媒体、批评者视角、决策记录、时间线。然后三重验证：一个观点要被收录为心智模型，必须跨2个以上领域出现过、能预测新问题立场、不是所有聪明人都会这么想。三条全过才留。

决策前问芒格，写教程问费曼，评估风险问塔勒布。你想蒸馏谁就蒸馏谁。

GitHub: https://t.co/MNTlj88uww
安装: `npx skills add alchaincyf/nuwa-skill`

MIT协议，随便用，随便改，随便造。

[Dave Morin 🦞 @davemorin]

https://t.co/uBbbYK3VvT

[Mr Panda @PandaTalk8]

https://t.co/dZDe8hC4K3

[Citrini @citrini]

The difference in Strait activity from when #3 first arrived / began observing the strait about 4-5 days ago to today is stark. Traffic has meaningfully picked up - there are still “dark” runs and ships transiting without AIS turned on, but there’s a lot more going along the coast of Oman. At least 15 ships have crossed, including at least 3 VLCCs.

When we arrived, virtually none were going through. Then a trickle through the Qeshm channel. It’s meaningful now, could be talking low double digit percent of pre-conflict volume. Meanwhile, expectations for a US operation involving “boots on the ground” within the next week or two are still high among locals.

When analyst #3 first got to the strait we were hopeful we’d get a clear cut answer - bullish or bearish, open or closed, war or deal. It soon became clear that was the wrong framework through which to view this trip. On the same day that we learned it was the broad expectation of nearly everyone in the region - from locals to informed parties - that US ground troops would be launching an operation (“boots on the ground!”), we also observed multiple ships beginning to cross the strait. Soon they weren’t just limited to the Qeshm channel.

It is clear to us that this isn’t as much a story in isolation as it is a story about the multipolar world and how it’s rapidly changing from what we’re used to. It’s a story about parallel warfare and diplomacy, US promises for the “Stone Age” in tandem with Allies’ seeking new venues for negotiation, and the changing global climate that necessitates this balance.

Before, it would have been unlikely to imagine a world where Japan, the EU and other US allies were negotiating with a country the US is directly in conflict in to secure passage and work on agreements while the US still maintained footing for an escalation of kinetic warfare. Now, that’s simply how the world works. These countries must deal with the issues imposed, as the US won’t be sorting it out on their behalf.

It’s undeniable the world is very different now and viewing this conflict through the lens of the past 50 years is a flawed approach. On Sunday, we will release our report that covers in depth what we’ve learned, how complex the situation is and what investment implications and nuances exist that have longer term implications than the next 100 points on SPX.

[Fidenza Macro @fidenzamacro]

I’m surprised that any traders were holding out hope that Trump will pull out of Iran anytime soon. Maybe there is an echo chamber on Wall Street that I’m not aware of. They are clearly putting boots on the ground. You can’t put a timeline of 1-2 weeks on taking over Iran’s uranium and Kharg Island. It could take months, it could completely fail. Nobody knows. “Making progress towards military objectives” is now code for boots on the ground. “Ahead of schedule” is just backward looking and tells us nothing about how much longer the the Srait of Hormuz will be closed.

[peepeepoopoo @DeepDishEnjoyer]

he's so excited when he finds a taco variation that works that he just does it thirty times just to feel something