wayne_kombat
2.9K posts
@0x26_dev
Born to be an optimist, forced to be a skeptic. Building https://t.co/69BxLg6KWs
kalshi ($22b valuation, CFTC-regulated, backed by coatue) just launched perpetual futures on hyperliquid infrastructure. $100b annualized volume trajectory running through $HYPE's order book. a regulated US exchange with ICE and FIS partnerships chose hyperliquid over building in-house. polymarket launched perps 2 hours later on acquired brahmaFi tech. the prediction market perps war is now a proxy war for settlement layer dominance and hyperliquid is the arms dealer to both sides of tradfi
my full conversation today with @cobie 01:04 offering to work at Coinbase for free 06:05 the K-shape crypto thesis 10:33 thoughts on Saylor 14:39 why UpOnly hasn't come back 22:37 the last 10 years of Crypto 44:52 trillion dollar IPOs 57:02 Cobie's legendary buy wall 1:02:57 top 5 Crypto traders of all time 1:21:20 reasons to be optimistic on Crypto
Jeff Yan: Why Hyperliquid Stays Lean Jeff Yan @chameleon_jeff, founder of Hyperliquid, explains that the core team remains strictly technical to strip away corporate bureaucracy. He argues that Labs should not interfere in areas the community is capable of building, as market-driven outcomes are far superior to top-down mandates. By keeping core financial primitives fully open, the protocol aims to attract top-tier builders to co-develop the ecosystem on top of its infrastructure.
Drift is a better product for many users And it has a far better financial foundation. See Spencer and David talks from MCC summit Our vision of a derivatives DEX is one massive collateral pool that supports all forms of risk transfer to maximize capital efficiency. No one else is even building that Meanwhile HL is a CEX and you’re comping it to a DEX. They haven’t even begun to address the hard engineering problems that come with making a system permissionless
Shorting hype because polymarket and kalshi are adding perps to the menu is like shorting chik-filA because dairy queen and starbucks are adding a chicken sandwich
Now we can long $HYPE with 6seconds latency, have Schrödinger’s inventory, profitable trades rolled back and receive an oracle 3 hours late 🤣
polymarket trader made $500k on 15m crypto markets in just a 25 days exclusively trade 15-minute and hourly "up or down" intervals on btc, eth, sol, and xrp absorbing the newly introduced platform fees without breaking a sweat that’s roughly $20,700 in pure profit per day visually, everything points to an hft bot, the profile shows nearly 24,000 predictions we can only theorize about the exact logic under the hood, but if this is a fully autonomous script, the creator should be proud of the flawless execution looks like we are witnessing classic quantitative trading, likely smart money systematically capturing a micro-edge on sheer volume, completely void of emotion or speculative bias algorithms like this are the backbone of a scaling platform, they tighten the spreads and provide the constant liquidity you can track the execution yourself: @0xe1d6b51521bd4365769199f392f9818661bd907?via=tengen" target="_blank" rel="nofollow noopener">polymarket.com/@0xe1d6b51521b…
ultimately, the market is just math, while some try to guess the future, others methodically exploit the present
HAPPY SPUD WEEK
