Andrea

@0xfarmed @dcfgod Hip-4 is for binary options

@dcfgod not worried that HL is going to enter the options market?

Derive is doing in 2 weeks what used to take them 4 years Note: dcf cap holds drv

Just shy of 2 billion for the month of April. It took us 4 years to get to our first billion. Let's see what May brings.

Eyes on $HYPE Puts HYPE 39 Put (May 29 expiry) gaining traction. Mark up from $1.27 → $1.58 today. OI now 202K. IV at 62.7%. Demand for downside protection at 39 building into month-end. Analysis by @derivativemonky

Worth looking at $ZEC ~2000% from last year's low to the November ATH, now sitting at #18 by mcap. The price action since the top has been violent in both directions, but the tape tells the more interesting story: spot and perp volume haven't faded. RSI just crossed back above 70, the last time it sat there retail interest went vertical. Most narrative-driven runs this cycle eventually gave shorts a somewhat clean entry. Privacy as a thesis keeps refusing to roll over, and the $XMR chart is showing the same. Remains to be seen whether it can sustain interest from retail and investors over the coming months. Could options on Derive be next? Text and Analysis by: @moritzpike

So if I bet $100 on basically the same market, I pay the following fees: - Hyperliquid: ~$0.015 - Polymarket: $3.82 That's a difference of up to 250x

That's a wrap on April. • Crossed $25B total notional. Took 4 years to do the first $1B. • $1B+ in HYPE derivatives traded, much of it collateralized with HYPE. • Integrated Laevitas: institutional-grade analytics on Derive's onchain options flows. • Integrated TrueNorth: Options Intelligence now builds scenario-based trading plans from Derive data. • Integrated Optivi private beta live: a perp-DEX UX for options, powered by Derive. • Integrated Octav: track your options, perps, spot, and staking in one place. • Launched funding rate comparison page. • Launched ADA options on RFQ.

Tune in! @ksett13 will be on @MCGlive at 1:15pm EDT covering growth, integrators, and where Derive is headed. x.com/i/broadcasts/1…

New guest-research on @deriveinsights by @itscorrekt👇 A deep dive into why $HYPE options trade at a structural premium. x.com/deriveinsights…

The governance proposal DIP: Update DRV Buybacks, Staking Emissions and Unstake Period has passed. The follow changes will take effect next trading epoch: • Increased Buybacks: 25% → 35% of protocol fees • Decreased Staking emissions: 250,000 → 100,000 DRV/week • Decreased Unstake period: 28 → 7 days Full details: snapshot.box/#/s:derivexyz.…

Excited to share that @laevitas1 is now tracking Derive’s onchain options data. You can track charts for individual instruments, monitor positioning, and access institutional-grade analytics on real-time options flows. 🔥

Looking like this will pass ~12 hours from now. Our trader base has diversified and grown in April, with volumes consolidating after a breakout March + maintaining 90% market share. Survive and compound, Derive abides. Vote here: snapshot.box/#/s:derivexyz.…

Another under the radar coin is $DRV Don't have any position on it but it was heavily shilled before. IMO the potential advantages: -hard to buy and sell, liquidity onchain is pretty horrid for anything reasonably sized...so buyers are probably more looking to hold vs. trade it on lower tfs -Options are a pretty old narrative but somewhat relevant still in terms of potential usage -Looks like some decent holders on it Just depends if we actually see some bigger flows towards options or if it's just going to be a perps eat the world situation like many say. IMO options will still be useful for people to help w. execution risk but to be determined if it's going to a relevant narrative going forward.

Hype Covered Call with cash settlement A HYPE holder on Derive pocketed $14,425 USDC in yield today without selling a single HYPE token. They sold cash-settled covered calls, meaning they posted HYPE as collateral, and because HYPE did not go past $45, they collected the premiums.

Big Sunday on Derive with the flow skewing bearish - particularly on $ETH with some upside selling (May $2,500/$2,800 call spreads), put buying ($2,500 Apr 26 expiry) and $BTC put spread buying (68k / 62k April 26)

most retail traders don’t lose because they can’t read a chart, they lose because they force trades, accept weak setups, size badly, and then panic after entry that’s where a trading companion matters STAY OUT sometimes the real edge is trading less, not more

@AIRewardrop @pacifica_fi Great 🚀

🔥 we’ve now submitted the final product for the @pacifica_fi hackathon 📹 this is the full public video, pitch deck + live demo ! 👀 live product demo starts around 2:50 if you are from the tiktok era and want to skip the Pitch Deck ✔️ this is the clearest public look so far at where the stack is going: AIRifica + AIRTrading, Pacifica execution flow, companion layer, Telegram integration, and the custom Pacifica-themed version 📑 AIRTrading closed alpha is already open for top holders above 19M $AIR3 and selected social-active users 💵 let's wait for the product gets traction and also brings value back into the ecosystem through treasury growth and AIR3 buyback 🗣 watch it, roast it, tell me what you think

My favourite thing about Derive's growth over the last 6 months is that it took place in a brutal bear market Let's see what happens if we get a bull market

Derive = best liquidity and pricing for permissionless options trading. Trades like this are proof - traders often compare quotes across OTC desks and CEXs, then execute on Derive. • Only liquid venue for $HYPE options • Getting competitive with Deribit on top of book, often better via RFQ, and depth improving as well. • Use LSTs as collateral, stack yield on yield