macroarb

[macroarb @macroarb]

@systematicls @JaredKubin 5.5 + 4.8 synthesis

[HL Global @HLglobal_]

HL Global is hosting the Hyperliquid Summit in NYC on July 16th, 2026.

The summit will bring together institutional participants and builders of the Hyperliquid ecosystem.

Invite only, all talks will be recorded.

[macroarb @macroarb]

@HLglobal_ Hyperliquid NYC

[kaledora @kaledora]

the biggest mistake people make in using ai is that they try to automate the hard stuff, when they should be automating the tedious stuff

[jayesh @0xjayeshyadav]

https://t.co/cRHlipOCXi

[zostaff @zostaff]

Dylan Patel, founder of SemiAnalysis:

"The upper bound on how much compute can be produced by 2030 is around 200 gigawatts a year."

The entire world has about 20 gigawatts of AI deployed right now. The ceiling is 10x what exists today, and it still isn't enough to feed what Sam, Elon, Dario and Demis are racing to build.

Everyone argues about which model wins. The real limit is a number measured in gigawatts, and it's already maxed out years in advance.

[shaunda devens @shaundadevens]

Even after sourcing the 500K HYPE bond, auction spend remains a major barrier for non-TradeXYZ deployers.

In our sample of 136 paid HIP-3 listings, only 44 have recovered their auction cost, with non-TradeXYZ markets having a median projected payback period of 4 years.

[macroarb @macroarb]

@moneyhippie Access to US listed instruments is exponentially more valuable outside the US. Most of the emerging market complex are completely excluded. The rest have to deal with fees and FX hoops.

HL/ trade also likely have an ace up their sleeve...

[Bloomberg @business]

Millennium Management portfolio manager Adam Grunfeld asked a New York judge to throw out a lawsuit filed against him by Schonfeld Strategic Advisors, saying the rival hedge fund group was essentially trying to pressure him to join https://t.co/q4Z7L0eyQh

[Finn Mallery @fin465]

everyone's sleeping on how absurdly good 2026 is to start a company (even compared to 2024)

one person can now:

- ship full apps without engineers (cursor, replit)
- design without being a designer (v0, Claude Design)
- turn one video into 10 clips (opus, descript)
- push those clips to millions (X, Linkedin, TikTok)
- replace a support team (chatbase, intercom)
- literally watch exactly what their users do (Posthog)
- find + target perfect leads on autopilot (origami)

This is such a rare window. I just can’t imagine it being this easy ever again

[McKenna @Crypto_McKenna]

This Hyperliquid rally has been driven by spot and derivatives have largely been used to hedge against underlying spot bags.

> 200M of net spot delta across 30D
> 155M in spot ETF inflows since inception
> HypeStrat now holds 23.7M HYPE trading at a 1.1x mNAV

Institutional flood gates opened to the most attractive asset on Wall St.

Your HYPE -> TradFi's Wallet

[Matter @Mattertrades]

Life is strange
You arrive with nothing
Spend your whole life
Chasing everything and
Still leave with nothing.
Make sure your soul
Gains more than your hands

[macroarb @macroarb]

@stalequant What BOM? And why 1.3 BTC when calculating ewsd?

[macroarb @macroarb]

@patrick_oshag @kevinsimler Miss your old blog Investors Field Guide. Read the Bhagvad Gita because of your suggestion, at a pivotal time that it was apt. And loved the reading list. Was disappointed to see it removed.

[macroarb @macroarb]

@davidyjeong One only finds depth in a person after they have overcome real adversity and come out the other side. Might be related.

[Omar @TheOneandOmsy]

Jeff Sprecher, founder and CEO of $ICE (owns the NYSE) on Hyperliquid:
"This Hyperliquid that we're talking -- if you haven't heard about it, it's bigger than NASDAQ, okay? It's 11 people. You look at it, you're like, wow, that's pretty something."

If it wasn't clear before, hyperliquid:native has grown far beyond crypto. The incumbents have noticed, are paying close attention, and even spending time with the team

Bernstein excerpt below and worth the read imo:

[Keisan.hl @Keisan_Crypto]

Grayscale $HYPE ETF registration filed! If we follow a similar pattern to 21Shares and Bitwise, the prospectus should come in ~2 days, with first day of trading the day after. My guess is by Monday or Tuesday the ETF will be live. 3rd source of ETF flows en route

Hyperliquid

[macroarb @macroarb]

@LONGCONVEXITY Was mcdonalds and nandos for me

[macroarb @macroarb]

@0xOmnia @B33Fbanks @Markets_xyz @HLglobal_ *I'll = irl

[macroarb @macroarb]

@0xOmnia @B33Fbanks @Markets_xyz If you swing by the @HLglobal_ event in Toronto, you might be able to touch this sign (and grass) I'll!