ArSideKick

@DubClayton @Tendaloin Hopefully we don’t fall out of bottom 4. Can’t risk losing this year pick

@Tendaloin He heard the plan and he’s on board. We’re keeping that pick.

Before: After:

@washedwiz Please tell me we are not losing this pick to the Knicks….

Whenever I’m trying to tank in 2k I play my worst C at PG and my shortest PG at C. Just a thought Keefe

@bballApologist @DubClayton 2027 class is kind of ass imo. 2026-2027 season is a good opportunity for young Wizards to finally play meaningful minutes alongside with High-level players like Trae and AD. The vision is clear, building a solid foundation with flexibility.

@DubClayton Yeah im sure we get a good player regardless of position but if it’s a nice piece and not a cornerstone our floor with Trae and AD is too high for a full tank. Just seems like we put the cart before the horse. Also not tied to Trae but we are extending him so we are a bit tied

Bring me Darryn Peterson 🙏🏻

@DanBesbris Just traded Vassell and Keldon Johnson for Ky George , what do you think ?

The MOST ADDED players list today has quite a few sexy names! #fantasybasketball

@redrock_bball @NeighborhudPoet You have Maxey ranked top 10 ? I watched your video and you said he is like a late second rounder

@NeighborhudPoet yes. basketballmonster.com

We are not quite there yet, but a big THANK YOU to everyone who has watched, listened or read stuff I’ve done in the lead up to this NBA season. The people playing fantasy are passionate and curious and I think we are constantly trying to elevate the discussion and the game and I wouldn’t be able to do that without support that I get. In season, we do just as much if not more, so I’m looking forward to having you all with me all through the year And hopefully Jalen Suggs doesn’t get to 28% usage iykyk

@WizardsMuse1 Did they announce his number ?

tre johnson the next tom brady

@BitBlairQi Hahah

同时持有tsla和mstr 冰火两重天

@OnlyGainzzz Check out the Usual Boosted USDC vault, Currently, due to strong borrowing demand (the demand for cyclical borrowing), this vault still has a USD Supply APY of over 20% even without MORPHO token subsidies.

A peak to trough correction of almost 20%, right after hitting ATH again. Personally think it’s worthy to further add exposure for the upside $MORPHO

@DanBesbris Hey Dan, what do you think about this team, 12T 9 cats

👍👍 #FantasyBasketball RATE MY TEAM Mega-Thread 👎👎 🏀 Post your team (preferably in the order drafted with league type) and I'll give you a thumbs up or down and my 1 biggest takeaway! 🏀 Screenshots encouraged, but typing it out is also fine! Can we do 100+? READY? GO!

@DanBesbris Hi @DanBesbris, we playing all the cats ahha

@DanBesbris 16 teams 12 Cats, currently in discussion to trade brown for Dame. What do you think sir

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@ASvanevik @token2049 Fr

this year’s @token2049 is going to be absolutely insane

@leslienomad @0xAlexon @berachain 可以，Leslie 我們見過✌️

@ArcaneIntern @0xAlexon @berachain 聊聊？

最近陆续见了一些网友，大部分时候都提不起兴趣，唯独 @leslienomad 我们聊完后决定认真在 @berachain 看看做点什么。约了再见，我特意翻了个礼物送给他。 大部分聊的人从赚钱角度来说都比leslie‘段位’更高，但是从【闻味道】来说，大部分都是没有自下而上叛逆的那个味道，多是被金钱腐蚀了的中青年。 赚钱很好，但是欲望会腐蚀人，会让你发胖，会让你双眼充满贪婪的秽浊。管理好身体，管理好欲望。 怎么说呢，就像当年张楚在台上转头跟吉他手说：“这个音不对，离社会远一点。”

@0xAlexon @leslienomad @berachain 熊市去熊鏈嗎？

@ArcaneIntern @leslienomad @berachain 给 @berachain 一些btc吧。给我们嫖一点。互联网乞讨。

@0xAlexon 哥，你好強

Hyperliquid的今天，高频DEX/链们的明天。 Hyperliquid Today, High-Frequency DEX/Chain of Tomorrow 我们讨论问题，不是Fud。毫无疑问，我们是最希望链上交易繁荣的簇拥。 We are here to discuss issues, not to spread FUD. Undoubtedly, we are ardent supporters of the prosperity of on-chain transactions. 一.@HyperliquidX 是什么 -赛道：Perp DEX/高性能EVM链 -部署： @arbitrum -TVL：700M ，包含500M USDC 浏览器查验： arbiscan.io/address/0x2df1… 1. What is @HyperliquidX? Sector: Perp DEX/High-performance EVM Chain Deployment: @arbitrum TVL: 700M, including 500M USDC Browser Verification: arbiscan.io/address/0x2df1… 争议：中心化 1）节点和资金安全： -Deposit动作：本质是Bridge到自己的L1。已经完成审计，可目前没开源； -节点中心化：2/3的验证者节点可以控制整条链 ，而节点没有外来人员。 节点文档：github.com/hyperliquid-de… -仲裁问题：仲裁问题一直是链当中非常被大家关注的问题，文档中定义的仲裁者为‘Finalizer’，用来最后解决dispute，可并未公开Finializer是谁，我们暂定这是中心化的。 猜想：如果我是hl team，我也会前期这么设置以防bug被偷钱走。但确实存在如果作恶，故意引起dispute，用Finalizer挪走钱，是可以实现的。 Controversies: Centralization Node and Fund Security: Deposit Action: Essentially bridges to its own L1. It has undergone audits, but the code is not yet open source. Node Centralization: 2/3 of the validator nodes can control the entire chain, and there are no external participants in the nodes.Node Documentation: github.com/hyperliquid-de… Arbitration Issues: Arbitration is a highly scrutinized issue within chains. The arbitrator defined in the documentation is referred to as the 'Finalizer,' meant to resolve disputes, but the identity of the Finalizer is not disclosed, leading us to assume it's centralized.Hypothesis: If I were part of the Hyperliquid team, I might set it up this way initially to prevent bugs from being exploited. However, if there were malicious intent, disputes could be intentionally triggered to move funds using the Finalizer. 2）交易量真假： -资金费率上（图1）： 大部分时间下，大部分token资金费率并未偏移，都是默认费率0.01%，通常情况下我们认为这是没有仓位的表现，无对冲压力。 -订单簿上（图2）： 大部分交易是间歇性有交易量且小金额。通常情况下，我们认为这样的盘口不是由真实散户自发组成。2023年冬， @HashKeyExchange 冷启动阶段，我们也看到了同样的盘口。当时我们制造了Hashkey HK约50%左右(大约600M/month)的交易量为了获取低价 $hsk 。 结局是Hashkey第二个月就修改了规则，ban掉了我们。后研究发现，我们的对手盘就是Hashkey自己。 如果有兴趣的可以回看当时的吐槽： x.com/0xAlexon/statu… Genuine Trading Volume: Funding Rates (Figure 1): For most of the time, the funding rates for most tokens do not deviate and remain at the default rate of 0.01%. Generally, we interpret this as a lack of positions, indicating no hedging pressure. Order Book (Figure 2): Most trades occur intermittently and involve small amounts. Typically, we believe such an order book is not organically formed by retail traders. During the cold start of @HashKeyExchange in the winter of 2023, we observed similar order book behavior. At that time, we generated about 50% (approximately 600M/month) of Hashkey HK’s trading volume to acquire low-cost $hsk. The outcome was that Hashkey modified its rules in the second month and banned us. Further research revealed that our counterparty was Hashkey itself. If interested, you can revisit the complaints from that time: x.com/0xAlexon/statu… -用户反馈上（图3）： Follewers反馈在Hyperliquid运行策略的止损单平不掉，基本符合它目前订单簿上的情况。另外，其公开的盈利30M 盈利口径上应是5-6M。 其中，根据曲线猜想存在Delta并不等于0的盈利部分。 User Feedback (Figure 3): Followers reported that stop-loss orders in Hyperliquid's strategies could not be executed, which aligns with the current state of its order book. Moreover, the publicly stated profit of 30M is estimated to be between 5-6M in actual terms. Based on the curve, there is speculation that there exists a non-zero Delta in the profit calculation. -------------------------------- 二.高频DEX的一些思考 -Pool形态（以Uniswap为代表） 天然适合冷启动，用户的边际体验和网络效应关联度不大，只和Pool的深度以及链当下的使用人次有关。甚至100人并发使用和1人单独使用还体验更差。 -Orderbook形态 天然不适合冷启动，依赖网络效应，更像Web2的平台级产品，用户的边际体验和网络效应关联度指数上升。人用的越多体验越好，交易深度越深。 Some Thoughts on High-Frequency DEX Pool Model (e.g., Uniswap): Inherently suitable for cold starts, with marginal user experience and network effects being less correlated, depending mainly on pool depth and current user activity on the chain. Interestingly, the experience might be worse with 100 concurrent users than with one user alone. Orderbook Model: Inherently unsuitable for cold starts, relying heavily on network effects, resembling a Web2 platform product where marginal user experience and network effects increase exponentially. The more users, the better the experience and the deeper the trading depth. 说到这里，其实应该讨论一下 @ChainUpOfficial ，这也是为什么它可以获取数百家CEX客户。如果今天Hyperliquid可以像Cefi一样搬运Binance流动性，也就没有了今天的讨论。 每次革命都需要更新一代的人来完成。今天Hyperliquid面临的问题，也是 @monad_xyz @megaeth @0xSonicLabs 发布后即将面临的问题。infra迫切需要证实而不是延缓证伪，继续融资。 我并没有任何Fud hyperliquid的意思，相反，我非常尊敬他们的勇气和执行力，创业过程里面少画饼，小步快跑才是创业者的姿态。我很惭愧现在指手画脚，也帮不上什么，但希望你们看到的话，我是善意的。 比起并未发产品的几个决赛圈选手，hyperliquid不停迭代是一条非常正确和值得尊敬的路径。（前提是他们是心怀理想的） This brings us to discuss @ChainUpOfficial, which explains why it can secure hundreds of CEX clients. If Hyperliquid today could leverage Binance's liquidity like CeFi, there would be no need for today's discussion. Every revolution needs a new generation to complete it. The issues Hyperliquid faces today will soon confront @monad_xyz, @megaeth, and @0xSonicLabs after their release. The infrastructure urgently needs to prove itself rather than delay disproving itself, continuing to raise funds. I mean no FUD towards Hyperliquid; on the contrary, I greatly respect their courage and execution. In the startup process, minimizing grandiose promises and making quick, iterative progress is the true stance of an entrepreneur. I am embarrassed to be offering critiques and can do little to help, but if you see this, my intentions are sincere. -希望回归 $ftm 的 @AndreCronjeTech 能够带来一些这个领域新的范式 -希望 @hotpot_dao 的加入mega eth 和 @VitalikButerin 的投资背书 能让华人在链上有一席之地。 I hope the return of @AndreCronjeTech to $ftm can bring new paradigms to this field. I hope the involvement of @hotpot_dao in megaeth and @VitalikButerin's endorsement can help the Chinese community find its place on the chain.

@JackMcG130 Wiz still resigning Tristan Vukcevic ?

Oh shit!

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