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Abtin

@Sqruw

Katılım Temmuz 2013
869 Takip Edilen705 Takipçiler
Abdul
Abdul@0x_Abdul·
imagine you're an early stage employee at openai or anthropic with a fat equity payout coming at IPO this year you've already scrolled zillow to buy a house for your parents, and bookmarked a sportscar for yourself things are great. but there's one worry: what if markets turn before IPO and your stock actually tanks on day one then you hear about a revolutionary new pre-IPO product on hyperliquid you can hedge by shorting a synthetic version of your equity and locking in a sale price before the actual IPO sounds too good to be true but you do your research and convince yourself it's a great idea. it's a permissionless product, so there's no way you can get caught insider trading the trade is simple: short your company's stock in the pre-IPO perp to lock in a sale price now. when the IPO actually happens, close your short and sell the real stock to settle the trade only catch: you need to put up a lot of margin to open the short safely so you take out a 7 fig bank loan and move it through three crypto exchanges to cover your tracks you open the short, officially "lock in" your sale proceeds, and voila.. you just outsmarted and frontran 99% of your coworkers things are great. now all you need is patience until IPO day, when you can close the trade the price actually starts dropping in the weeks leading up to IPO all the more validation that you made the smart move. you can only feel bad for your coworkers who'll get a worse selling price at IPO than you things are going great and you start sketching out your post-IPO retirement phase 5 days before the IPO, you wake up and can't seem to find your position on hyperliquid weird.. maybe it's a UI bug? you check the hyperliquid discord for support. the channels are buzzing with people complaining about a scam wick on a pre-IPO market you ask, naively, what happened to your short and where the margin went that's when someone drops a news article on you: "at 4am EST today, a wallet started aggressively market buying pre-IPO stock on hyperliquid, pumping its price by 271% in 38 minutes and liquidated every short position on the market. the wallet walked away with $47m in profits from liquidating shorts" what? your short got closed? but where did the margin go? that can't be true. you did your research. you asked opus 4.7 to plan this trade out for a hypothetical scenario. this has to be a fake headline you open twitter. that's all anyone is talking about. everyone mocking the people who shorted the pre-IPO stock confused about what this means for you, you start frantically googling: "wtf is a scam wick?" "what is a liquidation in perps?" "how can i get my money back after getting liquidated on hyperliquid?" then it hits. you've lost the entire loan by getting liquidated. the same loan you were going to repay with your IPO sale proceeds and now the stock price is down and your pre-IPO short is liquidated. selling all your real equity at IPO won't even cover what you owe the bank from a 7 figure payday at IPO to a 7 figure debt situation. it took you years to pay off your student loan. this hole is orders of magnitude deeper you call in sick to work. tell your gf there's a family emergency at home and you need to be back home for a week you can only see one way out of this mess
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Abtin retweetledi
Flood
Flood@ThinkingUSD·
You get paid for understanding things better than other people
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@jason
@jason@Jason·
Who are the best experts on Iran?
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Abtin
Abtin@Sqruw·
gg khamenei
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Aggr News
Aggr News@AggrNews·
BLACKROCK MAKES DEBUT IN DEFI TRADING, ACQUIRES UNISWAP TOKENS: FORTUNE
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Abtin
Abtin@Sqruw·
This is insane. Wonder how much this dump has to do with the quantum threat
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Echelon
Echelon@EchelonMarket·
Feb 2, 2026. $ELON
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Abtin
Abtin@Sqruw·
Happy new year! Wishing everyone a 2026 filled with love, happiness, and health
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Avi
Avi@AviFelman·
Supporting regime change today… Marg bar khomeini 🙏🏽
Avi tweet media
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mrboson
mrboson@mrdotboson·
its been a good year for moar: 1) launched on mainnet 2) $0→$5M+ TVL 3) $0 revenue → top 10 highest revenue app on @aptos some of the things I’ve learned: 1) the first version created surface area for users to react to we launched the basic primitive first, and compounded the product publicly later. when we first deployed moar, it was only the core composable leverage protocol. we didn’t launch with our core offering (leverage CLMM), and knew it would be a tame launch, but we weren’t afraid to have a small, contained launch and release the core application later. 2 weeks post-launch, we released leveraged concentrated liquidity on top of hyperion. this is where the surface area appeared to which users could react to. it was the basic primitive, without a lot of the features you see live today. 2) features were prioritized to improve user outcomes as soon as we released leverage clmm, our observed usage began to determine our roadmap. over the next few months, we shipped a heavy load of features that make the product what it is today. collateral farming rebalance multi-positions debt mix slider single asset exit PnL liquidation prices telegram bot for notifications about your positions LP simulator debt management SDK for those running bots dual collateral support and most recently auto-compounding auto-rebalancing. these features solved real constraints users were facing. 3) building products is a search for insights we've been very honest to ourselves as product builders and we understand that we dont have all the answers, we've treated building this product as a search for insights. insights emerge from data points and data points emerge from giving your users surface area to interact with. we've tried to be as low-ego as possible and let data points shape the roadmap. this has led to a process oriented approach for surfacing insights, and i think it has led us closer to the truth. we shipped the core primitive, iterated publicly later through feedback cycles with users and on-chain outcomes. we gave many users direct access to us. people DM’d me. a lot. we made groups with many of our power users. asked them questions, much of what they said often translated into what we built next. power users do know what they want. more often than not, they’ll tell you, but only if the product has surface area for them to react to in parallel, we analyzed a lot of on-chain data, we treated each user outcome as a case study. looking at both user data + user feedback together was important. the overlap between the two is where we found the highest signals. we relentlessly laser focussed on improving user outcomes, which led to many of the features we built. these features compounded overtime and through that compounding outcomes materially improved building this product over the last 1.5 years has been a very important learning experience for me from both a product and protocol ops perspective. excited about what we build next.
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Abtin
Abtin@Sqruw·
Coinbase trying to the take over the entire industry lol Honestly props to them on their new offerings Stablecoin, crypto exchange, stock exchange, perps, prediction markets, money market, launchpad, credit card Everything
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Abtin
Abtin@Sqruw·
ct energy has been off lately think we need a new ponzi style project like @OlympusDAO to get everyone riled up again
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Abtin
Abtin@Sqruw·
@JW100x remember you shilling $XPL hard, sad to see it play out like every other overly hyped chain launch
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Abtin
Abtin@Sqruw·
Was watching @santiagoroel debate whether Ethereum's 100-200x P/S multiple makes sense. Pretty interesting to look at it from that perspective (pretty insane tbh). The L1 premium keeps shrinking year after year. Hard to see these valuations holding up when revenues aren't scaling proportionally.
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