Clouted

@farokh happy nowruz

HAR ROUZETAN NOWRUZ, NOWRUZETAN PIROUZ!!! 🇮🇷 Nowruz starts on the Spring Equinox, and is a 3,000 year old tradition. Iranians prepare a ceremonial table called "Haft Seen", which means "the cloth of seven dishes". The seven items all symbolize a concept of Persian culture and start with the letter Sin.⁣⁣ 1. Sabzeh: wheat sprouts that symbolizes REBIRTH.⁣⁣ 2. Samanu: sweet pudding made from wheat germ that symbolizes AFFLUENCE.⁣⁣ 3. Senjed: dried wild olive fruit that symbolizes LOVE.⁣ ⁣ 4. Seer: garlic that symbolizes MEDICINE.⁣⁣ 5. Seeb: Apple that symbolizes HEALTH.⁣⁣ 6. Somāq: sumac fruit that symbolizes the SUNRISE.⁣⁣ 7. Serkeh: vinegar that symbolizes MATURITY & PATIENCE.⁣⁣ ⁣ Today represents all of the above and is one of the most important celebrations of the year for us. We let all of the negative energy go, and welcome the Spring, filled with love and light! 🧿 This year, we pray for the freedom of our people. 🦁

نوروز مبارک🥳 Happy Nowruz, May this new year be the year of freedom for Iran

they want to make the next covid 19 lockdown to be because of energy supply collapse

i cannot believe dirty sprite 2 was 11 years ago

might down a few nice cups of scotch and write my thoughts on the current geopolitical situation around the war or might not who knows what happens

@farokh congratulations farokh

This is the most challenging thing I've ever done as an entrepreneur. It is both the most gratifying and ego shattering experience. You think you got something great going on until you get grilled and/or get told what you are building is never going to work. Then you get back to it with a chip on your shoulder and build so that you can prove these people wrong. We got told no a lot, but we also got told yes by a group of people who truly believe in our vision and who want to see MYRIAD win. I am eternally grateful for the funds and angel investors who decided to take the leap of faith with us. Every single one of them, on the graphic or not, understand that we are building to compete and that will stop at nothing to win. Now it's time to accelerate.

@SolarEtherPunk this a very thoughtful repsonse thank you sir

No, I would not be comfortable using Hyperliquid as my primary core brokerage for a 100 million to 1 billion portfolio. I would treat it as a powerful satellite venue for derivatives, hedging, crypto spot, and yield maybe 20 to 40 percent allocation with institutional prime wrappers but never the main hub. Here is my honest breakdown, based on the exact concerns in the tweet you linked (security, access risk, TradFi guarantees, and liquidity at that scale). 1. Security of Funds and Access Reliability Hyperliquid is self custodial on its own performant L1 (HyperBFT consensus plus onchain CLOB). You control the keys via wallet no CEX counterparty risk, full transparency, sub second finality. That is a huge plus. But: Past incidents (2025) include price manipulation on POPCAT (approximately 4.9 million bad debt absorbed by the community vault), a JellyJelly liquidation exploit (approximately 12 million), and a private key compromise (approximately 21 million). These were not core L1 breaks but show oracle liquidation and ecosystem risks remain. No FDIC, SIPC, or TradFi style insurance. One wallet compromise, phishing, or bridge hiccup and funds are gone forever. For 100 million plus, the operational burden of secure key management (MPC via partners like Fordefi helps, but still) is nontrivial. L1 is audited (Zellic, Certora), but it is not Ethereum battle tested for a decade. I would lose sleep over chances of losing access at this size. 2. TradFi Offerings and Guarantees Stocks available on the platform are mostly HIP 3 permissionless perpetuals synthetic exposure to NVDA, TSLA, oil, gold, and now the official S and P 500 perp (launched March 2026 via S and P Dow Jones Indices plus trade.xyz partnership). It is 24/7, oracle backed, and getting real institutional traction. This is groundbreaking for hedging and 24/7 price discovery but: No actual share ownership. No dividends, voting rights, or corporate actions. It is derivatives, not holding stocks. No TradFi guarantees (clearinghouse backing, settlement finality in the legal sense). Even the licensed S and P index is still onchain perpetual risk. Yield on USDC/T via HLP vault, staking, or lending (Kinetiq, HyperLend) is attractive (historically 6 to 10 percent plus from fees/PnL), but again, DeFi yields come with smart contract and liquidation risk. 3. Liquidity at 100 Million to 1 Billion Scale Current stats (March 2026): approximately 6 to 9 billion plus total perp OI, 1.2 billion plus in HIP 3 tokenized equity/commodity markets alone, 6.7 billion plus daily perp volume, HLP vault providing community depth (approximately 350 to 500 million historically). Portfolio margin upgrade is live for bigger accounts. It dominates DeFi perps (approximately 60 to 70 percent share). For retail or even 10 to 50 million? Excellent tight spreads, minimal slippage. For 100 million to 1 billion core portfolio (especially concentrated positions or large rebalances)? Risky. Depth is good but not prime broker level. One big move in a thinner HIP 3 market and you eat slippage or move the book. Institutional primes (FalconX, Ripple) help with better execution/custody, but you are still on a DeFi L1. Bottom Line Hyperliquid is legitimately one of the most impressive onchain trading platforms in 2026 sub ms execution, shared margin across spot/perps/tokenized assets, capital efficiency, and now real TradFi partnerships. It is built exactly for the future the tweet envisions. But for primary brokerage at eight to nine figures? The combination of synthetic only TradFi exposure, zero regulatory insurance, residual exploit history, self custody ops risk, and unproven depth at true institutional scale makes it a hell no as the sole home. I would diversify: traditional prime brokers/custodians (Fidelity, Interactive Brokers, etc.) for the bulk of equities and insured cash, plus Hyperliquid (via prime wrappers) for the high octane, 24/7, onchain derivatives/yield sleeve.

genuinely curious can people please give their honest thoughts would you be comfortable holding a 8-9 figure portofolio in hyperliquid, treating it as core brokerage including holding range of stocks available on the platform + crypto spot + USDC/T etc earning yield mainly taking into consideration, security of funds, chances of losing access, gurantee of the tradfi offerings, and liquidity for that level of portfolio management lemme know thoughts ty

@0xMerp lets assume you are comfortable with self custody, i was referring more to security of hyperliquid chain etc

@CloutedMind Many such cases, obviously you have to be very comfortable with self custody

if energy prices go through the roof bitcoin goes...?

@dytfin x.com/SECGov/status/…

@CloutedMind Just curious. Why is it more likely to pass now. Havent heard anything new.

if clarity act is approved (which is very likely now) i find it hard to believe ETH is not going to be the biggest winner from it all?

@FigoETH x.com/SECGov/status/…

@CloutedMind Why likely? What changed vs. 2 days ago?

tempo is just another regulatory arbitrage by a corporate entity to give themselves the amazing privledge of being a bank why anyone gives a fuck is beyond me go buy stripe equity if youre bullish on that tbh

@donnoh_eth lmfao

we knew powell wouldnt cut just bounce the coins when new fed chair comes in he will samurai sword the fk out of the rates down to 1%

it just feels like BTC chart should start taking off like the gold chart did and like ETH should outperform it

the potential biggest loser after Iran situation is successfully behind us is europe USA about to leave NATO and show the "allies" that youre "alliabilities"

@SolarEtherPunk @TrustlessState 😹

@CloutedMind @TrustlessState Based take. Clouted takes are better when ETH is going up.

The most bearish thing about society atm is that too many people think we are losing We are, in fact, winning bigly

im getting tired of the people that are the faces of this industry