H100

end of April update - in May, may we all print 🖨️ : (re)entered spot: * $DRV - same on-chain options narrative * $KNTQ - @FourPillarsFP thesis + @koolkrypto223's posts (follow that guy, he's very smart) * $HPL - super low mc, good product coin, small bet * $LFMD - peptides stock, very small gamble from @notthreadguy's stream --- @saturn_credit stablecoin Curve LP (STRC-based yield + good and early points; agree with @TaikiMaeda2's thoughts on $STRC) --- @tenorxyz / @tread_fi MM'ing: * @risextrade - got a day-1 invite, so seems +ev to push vol early, especially with @tread_fi having no fees for now * @Kinetiq_xyz - lots of assumptions needed, but 52-week campaign, 800k points/week, 5% airdrop at current prices seems like a very good bet. hopefully, their new app won't dilute the points too much * @tradeparagon - very early, useful markets, founder confirmed a retroactive airdrop in two under-the-radar X spaces * tried MM'ing @Dreamcash - $9 cashback on $1.6M vol. do NOT do this lol * looking into MM'ing @Polymarket tomorrow with v2 rewards, didn't realize Tread had Polymarket available --- set up an @IBKR account for long-term profit taking (VWCE & chill)

@onchainmonk oh so just manually?

@H100Trader Close Limit orders

Full ported HIP-4 Prediction market launch by Hyperliquid Oh sorry I mean House of all onchain finance Trying with MMing to earn $$$$ as we are too early. No matter whether you farmed or remained sidelined, S3 Airdrop will can make us crazy in either way.

@koolkrypto223 @trevor_flipper @HyperliquidX @Kalshi their mobile app feels good but the web UI is horrendous

@H100Trader @trevor_flipper @HyperliquidX @Kalshi Definitely this, but more so because the Markets mobile app has a very good chance of winning on distribution and UI/UX for predictions.

HIP-4 is live and I see people saying it's over for Kalshi and Polymarket. If @HyperliquidX takes 100% of @Kalshi crypto binary volume, it'll take a whopping...8% of global Kalshi volume. Kalshi is a sports betting platform with crypto binaries. Hyperliquid will be a perps platform with crypto binaries. The instrument will be an afterthought to both core businesses in terms of actual revenue. The YTD bet volume of BTC binaries is a middling day of RWA perps. Hyperliquid taking over all of their crypto volume is table stakes and likely worse than what is priced in. Needs to win on sports, elections, etc to really move the needle. Nobody cares about crypto right now, they want to bet on the Lakers. The question isn't if HIP-4 is bullish for Hyperliquid (it obviously is in absolute terms), the question is it more bullish than Kalshi and Polymarket perps launches are bearish and more bullish than what's currently priced in. For the same reason I'm not bullish incremental tech improvement perps dexes dethroning Hyperliquid, I'm not so sure incremental tech improvements dethrone the prediction market incumbents. It's all about distribution and UI/UX. Sidenote, the $KNTQ bull case just got way more asymmetric 👀

@trevor_flipper @koolkrypto223 @HyperliquidX @Kalshi through USDH adoption => growing Markets' volumes/revenue?

@koolkrypto223 @HyperliquidX @Kalshi kntq bull case just got a lot more asymmetric ^ but fr - I think there is a decent chance that the growth of usdh and the yield associated with that and the 50% that goes to the AF could be pretty decent. will share data soon

@tenorxyz Really hope this conviction in HL S3 and Unit airdrops pays off. Already have a lot of indirect $HYPE exposure, which makes it hard to justify buying spot, but if neither of them happens, I’d feel pretty naked.

@tenorxyz Same with XYZ pre-IPO ($CBRS) and Paragon indices, but to a lesser degree

HIP-4 outcome markets are live on mainnet. MM’ing this early could be massively +EV, just like HIP-3 potentially was when XYZ first launched. Really hoping @tenorxyz cooks something up ASAP - I know they can. If not, at least push some manual volume. House of all finance.

@Markets_xyz H100

Random XP drop for the upcoming World Cup draw for Brazil vs Scotland in Miami. 1 hour only. Download the Markets app and drop your username below.

as mentioned, I've pushed ~$1.5m vol on @risextrade through @tread_fi (no builder fees yet) only ~15m daily vol on the exchange rn, so might be worth pushing while it's early have a few invite codes - if you're planning to push 1m+, dm me

@DidiTrading do you have a plan on how you're gonna use the apps? or just gamba gamba? x.com/H100Trader/sta…

Day 497: I’m farming the MegaETH airdrop. Season 1 runs from April 28 to June 23 (8 weeks), with 2.5% of supply allocated. > Go to terminal.megaeth.com > Create an account and connect X > Unlock apps and complete tasks > Boost the apps you use the most At current premarket prices, that’s around $42.5M in rewards & most of these dApps have barely ~250 users right now. Putting in some decent effort here could easily turn into a 5-figure airdrop imo.

megaeth's speed is truly unmatched never have i lost $100 so fast

@x256xx @ThinkingUSD Has Cbb himself ever done an interview? He's undoxxed, right?

@ThinkingUSD Cbbs brother

Who is someone you admire that you'd like to see be interviewed in Crypto?

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.…

@DidiTrading Lowkey Snorlax

Day 489: 🎁 ASCENDED HEROES GIVEAWAY 🎁 3 winners will each receive a booster bundle. How to enter: ✅ Follow @DidiTrading ✅ Comment your favorite Pokémon A lot of you have been supporting my daily journal, so I wanted to give something back as appreciation ❤️ Winners will be drawn in 48h.

everyone's sidequesting nowadays... but what's your main quest? 📜

some products i've been eyeing / enjoying recently: trying out @DefiLlama LlamaAI - not super active in the market right now, so I don't have a particular use case yet, but the technicalities behind it and how it's better than generic AIs are very promising. definitely keeping this tool in mind for when I need it x.com/0xngmi/status/… filed my taxes with @AwakenTax - was procrastinating A LOT before finally getting to it because it felt so overwhelming. turns out I just needed to lock in one day and start from scratch, reimport all wallets, mark airdrops, and that's it. 2hrs, bam, done. I have a feeling I would've been absolutely cooked trying to use any other software apart from Awaken, they really made it easy and convenient. awaken.tax/signup?ref=h100 keeping in touch with the @tenorxyz (farmer(.)tools rebranded) team. the current average costs look to be around $80/M for both tradexyz and the newly launched KM market-making. really hoping they improve it to the envisioned $30/M, in that case it might become VERY +ev to farm Kinetiq/xyz. with the current costs, it's a gamble, and I don't like gambles. tenor.xyz/r/H100

@koolkrypto223 @DefiLlama how is it better than just normal Claude pointed to defillama data?

@DefiLlama LlamaAI is so hilariously good for the price. $50/month gets you the performance of a intern or junior analyst who yearns for nothing but your approval and is putting in 120hr weeks to get it. Giving money to a project I've used for free for years doesn't feel bad either.

@JohnTS99 @farmer_tools Hey, try one of these: KQ1I3Z96 V1VCPGH2 EHTQ4D7A if they also get taken, I'll dm

@H100Trader @farmer_tools Could you perphaps dm me ref code.Tried above but they are not valid anymore

been trying out the @farmer_tools HIP-3 market-making bot. team is very helpful (direct tg contact) and working hard to minimize costs. recent week was below average due to sp500 volatility, but i would've lost way more doing it manually... if you're still optimistic about a hl s3 or $UNIT, worth checking out FT. significantly cheaper than Tread and should only get better. ref codes if you wanna join: EDY8AG3S DYCJJGAW