batonrage

@muarmemuar @variational_io @01Exchange @tread_fi @extendedapp @nadoHQ @pacifica_fi @etherealdex @DecibelTrade @tradehotstuff @grvt_io @hibachi_xyz hi

If you've got: 200+ points in @variational_io or 1k+ in @01Exchange or 750+ in @tread_fi or 1k+ in @extendedapp or 2k+ in @nadoHQ or 20k+ in @pacifica_fi or 1m+ in @etherealdex or 500+ in @DecibelTrade or 20k+ in @tradehotstuff or 300+ in @grvt_io or 150k+ in @hibachi_xyz or 2k+ in @OstiumLabs or 750+ in @CarbonTerminal or 50k+ in @Dreamcash Drop a comment with proofs and I'll follow you Because you're an OG perp dex degen muar.app

Crypto Bullmarket but it's only 1 guy making money and everyone else losing

@boros_fi @Hyperliquid well, this is misleading, because you lose if the floating on average goes above the fixed rate

Probably the best trade everyone is sleeping on now 💤 31% FIXED APR DELTA-NEUTRAL strategy with Crude Oil. 📝 The Setup You need 3 things: a long position on WTOIL perps on @Hyperliquid, a short on WTI crude futures (CL) on a traditional broker, and Boros to lock in the funding rate Step 1: Go long WTOIL on Hyperliquid Open a long position on WTOIL (Hyperliquid's WTI crude oil perpetual). This is your funding rate receiver leg. Oil perp funding is deeply negative now, so longs get paid. Step 2: Hedge with a short on CL futures Short an equivalent notional on CL via a broker that offers CME futures access (Robinhood, IBKR, etc.). One /CL contract = 1,000 barrels, so size this to match your WTOIL long. This makes you delta-neutral, so oil price moves don't affect your PnL. Step 3: Lock the funding rate on Boros Head to Boros and lock in the current WTOILUSDC Implied APR (currently 31%) as fixed yield. Instead of riding a floating rate that can flip, you crystallize your carry for the duration. 🎯 The Result A delta neutral position collecting a fixed annualized yield equivalent to the WTOILUSDC Implied APR on Boros, with any basis difference between your entry prices on each leg as additional upside. Zero directional exposure. Alternative setup - combine Step 1 + Step 3 to lock in a FIXED funding receivable for your WTOIL long. Note this won't be delta-neutral though.

@trylimitless lessgo

reply and i'll rate your pfp 1-10

Tweets about the «OpenClaw bot for Polymarket» are the biggest parasite in the prediction market space If you see posts like that just hit two buttons: «Not interested» and «block user» We need to clean this trash out of the feed

@bestplayeratlas @Gallpett do you know anything about this?

mfers fill this and call themselves a dev 💀

Creative rug. Whole dev team got drafted into the Iranian military. Account deleted shortly after. Bold strategy.

I'm done with crypto

@jack @blocks the remaining 6k people could do the funniest thing now

we're making @blocks smaller today. here's my note to the company. #### today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are being asked to leave or entering into consultation. i'll be straight about what's happening, why, and what it means for everyone. first off, if you're one of the people affected, you'll receive your salary for 20 weeks + 1 week per year of tenure, equity vested through the end of may, 6 months of health care, your corporate devices, and $5,000 to put toward whatever you need to help you in this transition (if you’re outside the U.S. you’ll receive similar support but exact details are going to vary based on local requirements). i want you to know that before anything else. everyone will be notified today, whether you're being asked to leave, entering consultation, or asked to stay. we're not making this decision because we're in trouble. our business is strong. gross profit continues to grow, we continue to serve more and more customers, and profitability is improving. but something has changed. we're already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company. and that's accelerating rapidly. i had two options: cut gradually over months or years as this shift plays out, or be honest about where we are and act on it now. i chose the latter. repeated rounds of cuts are destructive to morale, to focus, and to the trust that customers and shareholders place in our ability to lead. i'd rather take a hard, clear action now and build from a position we believe in than manage a slow reduction of people toward the same outcome. a smaller company also gives us the space to grow our business the right way, on our own terms, instead of constantly reacting to market pressures. a decision at this scale carries risk. but so does standing still. we've done a full review to determine the roles and people we require to reliably grow the business from here, and we've pressure-tested those decisions from multiple angles. i accept that we may have gotten some of them wrong, and we've built in flexibility to account for that, and do the right thing for our customers. we're not going to just disappear people from slack and email and pretend they were never here. communication channels will stay open through thursday evening (pacific) so everyone can say goodbye properly, and share whatever you wish. i'll also be hosting a live video session to thank everyone at 3:35pm pacific. i know doing it this way might feel awkward. i'd rather it feel awkward and human than efficient and cold. to those of you leaving…i’m grateful for you, and i’m sorry to put you through this. you built what this company is today. that's a fact that i'll honor forever. this decision is not a reflection of what you contributed. you will be a great contributor to any organization going forward. to those staying…i made this decision, and i'll own it. what i'm asking of you is to build with me. we're going to build this company with intelligence at the core of everything we do. how we work, how we create, how we serve our customers. our customers will feel this shift too, and we're going to help them navigate it: towards a future where they can build their own features directly, composed of our capabilities and served through our interfaces. that's what i'm focused on now. expect a note from me tomorrow. jack

@Kalshi I wanna bet on if he's going to be happy on a given day

JUST IN: Elon Musk says he’s not often happy

@dunik_7 @Polymarket These are not 6-10 second lags. Polymarket only lags by a fraction of a second

after seeing this post, I decided to build a small tool that shows the price on @Polymarket and Chainlink side by side on 5-minute BTC Up or Down markets, Polymarket lags behind by around 6–10 seconds on average, which creates an inefficiency you can take advantage of in the future, I want to improve this tool and add the ability to place trades directly from it

@Nostroah @Polymarket I get the controversy, but this could be a life insurance for the crew

There is a crew of four HUMANS that will be on Artemis II. @Polymarket clarifies, “an explosion is defined as a violent and catastrophic event resulting in the destruction of all or part of the vehicle.” Prediction markets should not be about death.

It’s crazy that after 200 mil pledged, you can now track you portfolio @trylimitless

@Gallpett @Keisan_Crypto @0xlykt @Gallpett is spitting alpha again

I would go with the 10-Q report which is more up to date: -Common Shares: 127 025 563 -Prefs if converted into common: 26 587 647 -Advisor Warrants if converted into common: 27 394 800 -Company Warrants if converted into common: 2 809 001 So right now the issued commons: 127 025 563 But the diluted shares are more like: 183 817 011 Also there are additional shares which could be issued on top of that: -Equity incentive: 6 351 278 -Rorschack Advisors LLC compensation: For every equity or equity-linked financing Hyperliquid Strategies completes during the term of the agreement (5 years), the Advisor (Rorschach Advisors LLC) is entitled to receive: Shares equal to 5% of the number of shares issued in that financing, and Warrants equal to 15% of the number of shares issued in that financing sec.gov/ix?doc=/Archiv…

Some rough math / estimates for $PURR The real fun begins when we start tapping the ATM. 1.22x mNAV should do the trick Hyperliquid

@number12coffee @fiddybps1 @tread_fi @davidyjeong We'll see. If it's a legit project, then it won't be a problem. Retail market making could absolutely make sense. I'm a bit sceptical tho.

@fiddybps1 @EgonBarta @tread_fi @davidyjeong But what happens when incentives run out?

I don't want to hate on @tread_fi but if the median performance is -10% and even the best 5% is losing 7%, I don't see how this could get retail in the market making game. Am I missing something? @davidyjeong

@davidyjeong @fiddybps1 @tread_fi I see, however I assumed that's total daily volume, timeframe was not specified. Anyways, thanks for the answers . I'll check the dashboard with the corrected data.

@EgonBarta @fiddybps1 @tread_fi we traded $6B to date, not $71M, so that should have been a sign

@fiddybps1 @tread_fi @davidyjeong I get the airdrop angle. From my experience though, simple random trading (long or short with 1% TP/SL) tends to outperform “retail market making.” If the current data is inaccurate, as @davidyjeong pointed out, I’m happy to wait for corrected data and reassess my view.

@EgonBarta @tread_fi @davidyjeong Still positive EV after u factor in the air drops. No one cares about the actual market making lol Evryeone wants the airdrop (and that's rational)

@davidyjeong @tread_fi big if true

@EgonBarta @tread_fi intern posted the dummy data, this is not real data lol

@Pasta_Capital @OTCExtended @Gallpett then you buy me a lembo. I’m getting sick of my little apple car

I'm gonna write an article or a thread later about this, just wanted to say it before I share my thesis 50$ per Extended point Side note for clarification: Being part of @OTCExtended team, I always tried to hide my predictions about points valuations in order to avoid possible conflicts of interest But Given that this prediction is so much higher than current OTC prices and overall people's expectations, I feel safer as this bull case certainly cannot be fulfilled pre-TGE, but will need a lot of time after TGE for the prices to reach the target Sincerely, Pasta ❤️