Jacob Firek

blockchain dev @ether_fi

[Jacob Firek @jt_developer]

@lord_fed @_OH_71 Are you raising cash now though?

https://t.co/Uq1iHH02xc

[Skewga.hl @skewga_capital]

We are in a 2022 environment for a while now, the difference this time around is that the bear market is not happening at the index level, it’s happening to multiples…

Liquidity should be in it’s last big leg down. Expecting a bottom to multiples (nvda, software, etc) over the next few months, alongside a BTC durable bottom.

[Jacob Firek @jt_developer]

@masterzorgon how your girlfriend looks at you when you tell her you sold hype at 38 before the ETFs launched

[Jacob Firek @jt_developer]

@degennQuant @FWDind low effort, high narrative, instant repricing

these guys running the dats are just here to profit anyways so I wouldn't be surprised if one of them do this

not kyle though bc he hates profit

[Jacob Firek @jt_developer]

@LoganJastremski hyperliquid

[Jacob Firek @jt_developer]

@LoganJastremski would be pretty wild if some who has dedicated their career into building a fund around internet capital markets has 0 exposure to the one project with PMF here

[Jacob Firek @jt_developer]

@LoganJastremski how much exposure do you have to global internet capital markets ie $HYPE?

[Jacob Firek @jt_developer]

@aaalexhl https://t.co/ZO0s1npMuY

https://t.co/QpPiZ6k9CJ

[Jacob Firek @jt_developer]

@Austin_Federa @camelagainagain I think buybacks make sense for hyperliquid. It makes it clear where the value is accruing. Doesn't leave any questions as to if the someone/something is in the supply chain extracting value

What is a concrete example of a better use of the funds?

[Jacob Firek @jt_developer]

@jchervinsky @MikeSilagadze can you change my job title to ‘the hyperliquid guy’

[Jacob Firek @jt_developer]

@KyleSamani @degennQuant @coinbase @brian_armstrong doesn't even matter, MMs will end up hedging on Hyperliquid regardless because that's where all the liquidity is

[Jacob Firek @jt_developer]

@KyleSamani @degennQuant @coinbase @brian_armstrong @degennQuant @KyleSamani y'all should do the HYPE/SOL ratio bet, cleaner

If HYPE is really just reg arb with no innovation like you say @KyleSamani, this should be free money for you. Size it!

[Jacob Firek @jt_developer]

@TheBrazenSeeker @KyleSamani @defi_monk monitoring

[Jacob Firek @jt_developer]

@KyleSamani @defi_monk this guy can't stop himself from losing money bc of hyperliquid lolol

https://t.co/XEa2ivAAbT

[Jacob Firek @jt_developer]

hey, could anyone help me get in touch with @KyleSamani? Trying to get paid out here

[Jacob Firek @jt_developer]

lol you with a finance degree have the audacity to talk technical innovation? jeff is an ipho gold medalist and ex hrt quant who built the first hft grade fully onchain order book: verifiable fills, onchain settlement, self custody. you took intro to corporate finance. since when does binance have any of that?

[Jacob Firek @jt_developer]

@KyleSamani the concentration of the token supply with jeff and team is the biggest hang up here...

curious to see if they just burn some of their allo to become compliant or do another airdrop to dilute their ownership share

[Jacob Firek @jt_developer]

@jacobwitt6 best harness x frontier model

[Jacob Firek @jt_developer]

@KyleSamani @Austin_Federa Hyperliquid

[Jacob Firek @jt_developer]

@aye_aye_kaplan

[Jacob Firek @jt_developer]

@Nic_Wenzel_1 @xulian_hl

[Jacob Firek @jt_developer]

@bubbleboi Yes buy BHYP bc it’s going to billions in volume for the pre IPO spaceX perp

[Jacob Firek @jt_developer]

@bubbleboi best way to express this trade is to go long on hyperliquid