NeuraX
136 posts


Price dump 10% on the @zoomerfied tweet, but the article is a real goldmine. Bullish.
"Michael Selig, chairman of the CFTC, said at a conference in early May that Hyperliquid could “end up influencing the spot market price or the futures market price on our registered platforms.”
"Several traders told Bloomberg they watch weekend trading on Hyperliquid for cues on where prices may open"
"Don Wilson, the founder of DRW, a Chicago-based high-speed trading firm with more than 2,000 employees, said in an interview that his firm transacts on Hyperliquid through employees based abroad. He said that its growth will likely force the exchanges to change their business models."
"While the traditional exchanges have been raising concerns about Hyperliquid, US officials are also investigating suspicious activity on their platforms. The CFTC is probing well-timed trades in oil futures on CME and ICE’s platforms,"
Hyperliquid.
zoomer@zoomerfied
[ ZOOMER ] CME AND NYSE ARE PUSHING THE US TO REGULATE HYPERLIQUID, DUE TO CONCERNS ABOUT MARKET MANIPULATION AND SANCTIONS EVASION: BBG
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DeFi TVL has been stagnant for years even with all the infrastructure
Lending, borrowing, leverage, stablecoins, yield markets.
TradFi faced the same scaling ceiling decades ago and solved one critical problem: capital could HEDGE its exposure.
Markets don’t scale because infrastructure exists.
They scale when risk becomes hedgeable.

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Excellent podcast yesterday on @notthreadguy pod with @rleshner
"Perps are a better form factor, honestly better than monthly and quarterly expirable futures".
Funding rate perpetuals coming soon on @NeuraMarkets
Hyperliquid

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Launch by @Kinetiq_xyz is going to power a multitude of products that are only possible to ship most efficiently on HIP-3
Very, very interesting
NeuraX@NeuraMarkets
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NeuraX retweetledi

crypto built the best yield engines in history and forgot to build the hedges
perpetual funding markets, lending protocols, stablecoin carry, structured products. trillions in floating rate exposure. zero dominant venue to trade the volatility of the rates themselves
in tradfi, interest rate derivatives became the largest derivatives market on earth, not equities, not commodities, rates, because controlling your financing cost is the whole game
@NeuraMarkets is building the first perp exchange for funding rate and on-chain interest rate exposure, on hyperliquid HIP-3, powered by @kinetiq_xyz launch
500,000 $knHYPE minimum to participate, 750,000 cap
NeuraX@NeuraMarkets
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@jay_drainjr time to hedge the funding payments -> stickier OI and volumes -> more fees
Hyperliquid
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I'm proposing a BTC Funding Rate Perp on
@novadotmarkets - spinning up a thesis on this now
Support it through Nova and you'll get a lifetime revenue share from the fees app.nova.markets/thesis/150
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NeuraX retweetledi

@0xOmnia @Kinetiq_xyz Launch by @Kinetiq_xyz is going to power the future of interest rate products @NeuraMarkets that are only possible to ship most efficiently on HIP-3
Very, very interesting
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You’re in a directional perp trade.
Price moves in your favor - but funding suddenly spikes and wipes out most of the PnL you just made.
Carry traders face the opposite problem: they think they’re running delta-neutral strategies, but they’re actually long floating funding rates.
When funding regimes shift violently, returns become unpredictable and strategies stop being deterministic.
How do you hedge this ? Stay tuned !

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NeuraX retweetledi


@simononchain that spread exists because there's no instrument to arb it systematically and lock in the carry
coming soon on HIP3
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