Elkeson航

last day，离职了 如果不是3年来高强度996，不见得会有为自己而活的想法 这三年间幸好接触了去中心化，让我有了一次重生的机会 我明确地知道我想要什么，并在今天付出对应的勇气 剩下的时间，我要去慢慢追逐夕阳，慢慢走在web3的路上 再见，华子。 你好，生活。

@sanmishen dddd

上半年主战场在大宗 下半年主战场在美股 在国内的可以开始为下半年的美股上链套利准备了

ai研究 = 模块化？ 模块化：以eth为核心，将不同功能和需求拆成执行，结算，共识等相应单一层，对某一层做出创新举动 & 大额融资的将有大机会。 美股ai：以英伟达为核心，将不同的需求拆成多个层级，例如光模块传输中，分成硅光子研发，1.6t传输，晶圆测试等 ，谁具有唯一性，谁可能获得大额订单，谁就有机会。

@niuniuzhatang 嗯嗯，争取一个半月把驾照干下来，多开开

@cuihang12 拿完驾照开上车之后很快就会熟练的

过去一个月一直在学习，认真地沉下来生活，看了《热点》和《吃饱睡足等幸福》，来来回回看了这么多剧，还是平静叙事向的日剧更得我欢心。 工作上精简了自己的信息源，简化了行动的方向，看起来我的步伐会走的慢一些，不过一直在前进，学习价格行为学，价格心理分析等知识，每周高频练手，为后面的牛市打下基础。 我坐在屏幕前面的时间很多，学习的东西也很多，平日输出不多，这点要加强一些，我看到以前的朋友都开始每日输出公众号来维持和训练自己的输出能力了，我也要跟上。不知道是因为熊市了，感觉有活力的群组变少了，也可能是优质信息圈层化了，还是要自强，产出更好的内容。 生活上一日三餐，每日运动之外，在摸索如何进一步提高睡眠质量，之前总会因为焦虑情绪半夜惊醒，后来发现如果在工作的时候不进行过多的信息摄取，以及决策犹豫，晚上入睡的时候就会好许多。 最重要的是迎接了两个小狗狗，灿灿和小铃铛，给生活新增了一份乐趣，小狗子刚到家还不习惯，需要适应。今年我28，不怕笑话，刚开始学驾照，大学和研究生的时候一直拖着，贪玩，没去学，不过现在离职的时间花一两个月集中学一下应该也不算晚。 看了一下最近市场的热点，大概有以下几类： 1.做布油和原油的价差套利 2.黄金，油对冲 & 交易 3.币安alpha新币，挖链上数据 4.美股中资金从存储转移至光模块 5.polymarket套利 & 流动性奖励 6.tempo等新链的alpha机会 7.tao - ai， zec - 隐私， chz - 世界杯 8.刷tradexyz和ostium 对我来说挑喜欢的方向做吧，之前总想着要做全才，每个方向都要会，士兵突击说的对，事事都要成功，那大概率就要失败呀。 精简事情，修复心脉，重塑人生。

@0xHACKETH 嗯那，学着为亏损负责，学着拉高盈亏比

@cuihang12 “学习价格行为学，价格心理分析等知识，每周高频练手，为后面的牛市打下基础”。 这是在学什么，做交易吗？

@y_cryptoanalyst 新叙事打开天花板的项目永远没毛病，下跌也是crypto常态

Celestia 没什么好黑的，凭一己之力把模块化赛道带到了本不该属于它的高度。 TIA 作为crypto 历史上空投规模top 10 的项目，没有辜负以太坊L2 生态OG 玩家，没有辜负Cosmos 生态质押者，没有辜负早期的二级市场买入者（给了3个月足够长的获利了结的时间窗口）。 也没有辜负模块化赛道的友商们，直接带飞了接下来tge 的dym，saga 等模块化项目。 Celestia 唯一辜负的群体，是选择价值投资的钻石手。

@sanmishen 套利王

XYZ去年底上了大宗后，我们就开始套黄金，白银，今年一月上了copper后给的机会更多，从去年十二月到现在，三个月，开了上万笔单子，没有一笔是做交易，全是套利单，各种方式套利 ，有点空间都能掏出点钱来 分享一个石油套利的思考：对于这两周CL（WTI）的表现，xyz的高Funding无疑是套利者垂涎的香饽饽之一，但是今天TradeXYZ调整了石油的休市期Oracle浮动规则，拓宽了浮动空间，5%的限制失效，取而代之是更广泛的−14.26%~+15.76%，这不得不逼迫套利的降低杠杆，从而使得利润减少，（同时作为对冲方，ostium是作为链上锚定WTI较好的平台之一，但是同时需要注意的是，ostium的WTI价格并不是完全锚定comex，它会手动改价，之前说过这个问题，举个简单的例子：比如我64在os开的WTI多，同期xyz的cl Oracle也是64，但是当WTI到了100后，os的WTI价格可能只有97甚至更少，同时xyz的跟comex同步，并且这种调价有时候是随机进行，这对于Funding套利的就很不利，除非一直扛到市场价格稳定后再平仓，同样的情况之前在铜上发生过，一个多月了，没完全企稳）。而对于Funding的套利其实本质更是对周五地缘宏观的一个延期的盘前预测，不是交易套利，而是对交易预期的一个套利 。 现在石油的价格受消息面的影响非常大，既Funding可以由于川普一个推文由高正变为高负，而套利Funding的因为对冲方的休市而无法平仓从而只能由盈利转为亏损，更直白的讲就是：周六多头狂拉，把oracle拉的非常高之后开始撤退，Mark开始低于Oracle后，做空套利的就需要把盈利吐出来，并且由于不能平单，这种吐利润需要持续到周一开市，并且由于ostium的价格可能发生偏移，这一单不但要吐Funding的利润，同时还可能被Ostium单方面吃价差。 这就是为什么上周的套利是对交易预期的套利，只吃了暂时预期，但是后续的拉涨跟我没有任何关系。而相比于Funding套利的潜在风险，直接开单+止损的方式可能有更大的操作空间，多头拉高Mark，Oracle偏移，mark持续高于Oracal，Funding高正，-14.26%~15.76%的操作空间给了交易更大的盈亏 综上，周末石油的Funding套利跟在休市后立马同方向开单都是一样的在做周五情绪跟消息面的预期的交易，而直接开单显然有更大的操作空间。 只是做个一个思考，做的一个思路验证，多头也不傻，在每小时结算前都会去主动降Funding，而主动降Funding这个操作，又带来了新的套利空间。 至少目前xyz的石油多头很猛，在为川普派地面部队做定价，所以只要周一开市ostium别犯贱，利润还是可以的。

(WCTW) The Oil Market Breaking Point Looking at the various scenarios for oil prices using the latest data. hfir.com/p/wctw-the-oil…

@WhiteWhaleLabs lmao

A Difficult Personal Decision I’ve made the personal decision to step away from trading on HyperLiquid. And I want to stress that word - personal (and difficult). I’m not asking anyone to follow me. I’m simply acting in alignment with where my values have moved. Most of you have watched my thinking evolve over time. That’s what we’re supposed to do as human beings: evolve, refine, shed old frameworks, and build better ones. And look - I know you’re not supposed to develop an emotional attachment to a protocol, but HyperLiquid was different for me. Jeff built something the market desperately needed. He dragged structural fairness into the spotlight and paved the way for a better conversation. He and the HL team deserve their chapter in crypto’s history books. I personally hope they continue to write new ones. But if you’ve followed me for any length of time, you also know I’m an idealist - maybe to a fault - and I can’t turn off the portion of my brain that not only can see things as they currently are but continues to believe in what they should be. 10/10 ripped the mask off the industry for the new folks. Or for those who’ve been around long enough, it simply reminded us how fragile and easily manipulated this ecosystem still is. The fact that one centralized exchange can trigger a global liquidation cascade and force temporary price dislocations across every protocol? That’s not a “black swan.” That’s a design flaw. Here’s a short recap: Binance relied on its own oracle - which depegged a stablecoin. That started a smaller, but manageable, liquidation chain. The real chaos began when their API mysteriously went offline. Market makers, who operate largely delta-neutral, suddenly couldn’t hedge on their primary venue. With hedging impossible, they pulled quotes across CEXs and DEXs. With no liquidity present, price falls off a cliff. And across the industry? Victory laps. “Zero bad debt!” “Liquidations processed flawlessly!” Great. The protocol didn’t die. But users did. Protecting the protocol IS important - obviously. But it is not the same thing as protecting traders. If we want broader adoption, if we want legitimacy, if we want crypto to grow without getting handcuffed by regulators, we have to start building real consumer protection into our systems. TradFi has circuit breakers, obligations for MMs, structural guardrails. Crypto has...hope. And an instruction manual that says, “Good luck out there!” So why am I leaving HyperLiquid? Because I choose to back teams who are actively trying to solve these design flaws, not merely observe them. I’ve spoken with Jeff and another member of the Core 11. They don’t appear to see this as part of the roadmap right now. That’s their choice and I respect it. And to be clear - nobody has a perfect fix. There is no silver bullet. What matters to me is who’s walking toward solutions rather than ignoring the problem. We lost people on 10/10. Real lives were ended. Real families were destroyed. Over...a design flaw allowing one entity to control the world? Crypto doesn’t get to just sweep that under the rug. So the question becomes: Who’s actually building protections that might prevent the next Binance-induced disaster? On Solana, I’ve only found one. Drift’s liquidation protection isn’t magic. It’s not flawless. But it exists - and more importantly, it worked. It checks: “Is the oracle price diverging by more than 50% from the 5-minute TWAP?” If yes it simply puts a temporary halt on liquidations. That single line of logic saved a lot of people. Scam wicks get filtered. The insurance fund catches the edge cases. It’s not some grand philosophical overhaul - it’s simply a meaningful step toward sanity. I’m not as brilliant as Jeff. I don’t pretend to know the best way to solve this at scale. But I am a customer - and customers vote with their dollars. The industry keeps repeating, “Protecting the protocol is protecting the trader.” But that’s not the full picture. A car isn’t complete without a driver. Both are equally important to the beautiful symbiosis that exists. This is a heartbreaking post to write. This isn’t a Drift advertisement. It feels more like a gut-wrenching breakup with a first love - not because the love disappeared, but because you finally recognize that you’re growing in different directions. HL will always be a part of my story. It’ll stay on my shortlist whenever people ask where to trade. But it’s time for me to move forward - toward my values, toward my ideals - and to say to Jeff and the team, with real appreciation: we’ll always have Paris. 🫡 From the depths — The White Whale 🐋

@yuren477 利弗莫尔啊 哥

还在收费率，又吃又拿？一切向好

@lavinzco @Polymarket 牛逼！

@cuihang12 @Polymarket 我是根据每小时更新的航空气象数据和机场周边的气象站点的数据自己推的

可惜华沙的对手盘太少了，亏了三天终于又把坑填上了 @Polymarket

Yeah found new narrative remember x402 > Micropayments for API 8004 > Agent discovery + reputation 8126 > Agent verification + privacy 8183 > Escrowed task settlement Many CT faded about play $PING and $STORY Btw im gonna watchlist project All under 100 Followers @mpp (Followed by team stripe & x402) @capacitr_xyz (Followed by team messari) @pollsbypulse (Followed by team Fluent) @useproxyai (Followed by team Newtonxyz) and many more 🤫 always dyor nfa btw this result my screening h3h3

@0xyukaz @sanmishen @0xphilo 这么野

@sanmishen @0xphilo 美女男

我发现一个真相 智商越高阶级越高的人 性癖越多 就像我身边的cs大佬很高比例喜欢做ts和男娘4爱绿帽 而精神小伙只会做活塞运动

@sanmishen 爱你 哥

@cuihang12 私聊消息

币圈给了HIP-3，PM这类这么好的应用一定要利用起来，别硬刷想着空投 看到tradfi火了，很多人说刷trade，但是trade说到底也只是HIP-3的一个前端（看看 $hype 多稳），发不发币都还另说，至少今年不会发币。每天那么大的交易量，每天硬磨刷个几百万的量都溅不起来一点水花😂 HIP-3的前端有不少，dreamcash现在也有人刷，但是这个深度太浅了，而且手续费很高，深度最好的标普500出过套利机会，但是也只是能容纳1-2M的IO，别的交易对即使有机会，也只能蚂蚁仓进去，同时不建议用移动端，看不到挂单，网页端看着挂单再去做交易 还有朋友说套利的空间小，支持不了大仓位，没有普适性，那我举个例子，上周币安做黄金的套利，很明显的大资金嫌资金费太高，在等两个时间点，凌晨十二点跟凌晨四点，6H时间里，交易量几亿，足够哥们套了 PM也是一样，建立自己的套利机制，到手的钱才是自己的，币圈在挤泡沫的同时，我们自己也要挤泡沫

@vonzz6 人工盯买一加卖一吗？ 我昨天做了美股的价格市场，奖励有400刀，我拿4000刀挂，一天才挣了50多刀，资金效率好差

@cuihang12 是的挂了很多市场

下班了，看来今天周六给的是双倍工资！