

bpinnyc 🌍☮️🧩
26.3K posts

@bp__
Beer snob, O.P.I.U.M., pups, sogs in that order. praying to the light machine.



@cocktailpeanut The total volume of code shipped in Hermes we shipped in less than 1 release. Just sayin.







honest review of @tempo. its legit. not another L2. its the future was hacking a quick game @tempaitown. expected the usual Metamask connect wallet sheningans. but no. blew my mind you create a wallet with passkey. one click. was lowkey bracing for the Privy upsell. never came fund it w/ USD from any chain. done. fiat/CC is inevitable bc it's Stripe best is you can create unlimited delegated keys for agents/apps, "$10/day limit". it's configurable like API keys. @gakonst and their engs actually cooked no more smart wallet, paymasters, sponsored gas, all the EVM junk SV undefeated while NY gooning to Vanify Fair. i'm all in












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: capitalflowsresearch.com/subscribe


Tried to use Uniswap on ETH L1 for the first time in a couple years. I think I might prefer chewing glass to this.


if ethereum didn’t have a token that people wanted to go up the new ef mandate wouldn’t be controversial at all, it would unanimously be celebrated