V3sh
256 posts

V3sh
@MidCool3r
dev of a gud coin | ex-FAANG | Hyperliquid
Katılım Aralık 2014
54 Takip Edilen53 Takipçiler

@DougieDeLuca Anyone who can deploy Polymarket markets with similar liquidity
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@hydromancerxyz Yeah this team is one of the most based teams in the ecosystem. Rivals HL in terms of speed and competency
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We think that everyone should be able to verify market data on Hyperliquid. That's why we are making complete historical data available, free, forever💧🔮
Including all HIP-3 trades, candles, and all trader positions from launch of each DEX. No paywall.
reservoir.hydromancer.xyz
Hydromancer@hydromancerxyz
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$HYPE is almost at $42, making it 39 Billion dollar FDV. Sorry to pop your bubble, but that is overpriced.
To compare, $FRIEND (FriendTech) is the largest socialfi platform that already has stuff built on it & is backed by Paradigm, the #1 investment firm in the world.
It has a massive treasury & is currently valued at $90k FDV. $HYPE is high on too much hype.... I believe it is overvalued. The team and product is great, but it is what it is.
Do with that information what you will. I'm expecting this to PND back down to a realistic valuation while we send $FRIEND to $10
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V3sh retweetledi

traders would be more attractive to women than pro athletes if they could properly articulate what they do
it’s easier to get drafted to the nfl than get hired at jane street out of college
there was an oil trade this past week more impressive than bam adebayo scoring 83 points
the general public doesn’t understand how difficult and cool trading actually is. not course selling slop but real PVP in the orderbooks
communication is the only barrier. a profitable trader is obviously the dream job
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yeah can't remember the last time i've met a cocky dev now. we've lost it boys
Mo@atmoio
I was a 10x engineer. Now I'm useless.
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@NicolasZu I feel like this happens with all LLMs. They all deteriorate to uselessness after 2 months. Then the new one release and everyone things it’s the shit. Same cycle
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i won't lie this is one hell of an article; @AnthropicAI put it in your docs please
sysls@systematicls
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V3sh retweetledi

Citrini:
Guys, this is a scenario, not a prediction. The sole intent of this piece is modeling a scenario that’s been relatively underexplored. Hopefully, reading this leaves you more prepared for potential left tail risks.
Twitter:
So this is your base case? This is what you are predicting? Man, you're such a doomer.
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the market likes symmetry in structure
this gives you ample time to choose projects on a fundamental level for the next cycle
last cycle early on it was solana and injective and a few others
a few options already for this cycle but looking for more
- defi (cdps like morpho)
- dexes (mostly perp dexes)
- high performant l1s (layerzero)
for this cycle the baseline fundamental case will probably revolve around tokenomics + revenue focus

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