breakout.hl

The BTC whale is back on Hyperliquid - he just deposited $30M USDC and opened a 700 BTC short ($76M). hypurrscan.io/address/0xb317…

I really appreciate both @sandeepnailwal's personal contributions and @0xPolygon's immensely valuable role in the ethereum ecosystem. To recap: * Polygon hosts @Polymarket, which is probably the single most successful example of a "not just boring finance" app that has actually been successful and provided value. * Polygon has also hosted plenty of other applications that have needed high levels of scalability. * Polygon put a lot of resources into ZK-EVM proving early on, both by bringing in Jordi Baylina's team and through other efforts, and greatly helped in moving the space forward. * Polygon has built infrastructure for proof aggregation (AggLayer) and many other things And also: * Sandeep put a lot of his personal effort into @CryptoRelief_, which has made large contributions to biomedical infrastructure and research inside India. * He voluntarily returned $190M of proceeds from the SHIB tokens that I donated to me, which has made the whole Balvi open source anti-airborne-disease biotech program possible, and possibly accelerated our understanding of important anti-pandemic topics like clean indoor air by years. @cz_binance also recently donated $10M in BNB to me to help continue the program, and I've recently added ~$20M of my own funds (no, not from selling ETH 😛) Big appreciation to both for this. Most whales passively think that things like this are cool, but are not willing to get off their butts and personally contribute, unless it's in the form of a company that keeps everything proprietary to become yet another vehicle for personal profit. @sandeepnailwal (and CZ) are special here. On the ZK issue (after all, you do need a proof system to get the full security guarantees that L2s are meant to provide), I can see Polygon's difficult bind: they supported Jordi's team putting their heart and souls into the tech at a time when that tech was still too early for production, and so they contributed to the early and most difficult part of the learning curve, but at that part of the learning curve it was difficult for them themselves to directly benefit from the fruits of their labor. Since then, the market structure has split into L2 teams and ZK teams (eg. @SuccinctLabs, @RiscZero, more recently @brevis_zk, many others) being separate entities, which I think makes more sense than the previous approach of every L2 doing (OP or ZK) proof systems in-house: it's very difficult to be both the best L2 and the best ZK team, the two are very different skill sets. Personally, I hope that at some point soon @0xPolygon can just pick up off the shelf ZK tech that has now gotten quite good and apply it to the PoS chain to get full stage 1 and later stage 2 guarantees from the ethereum L1. Many don't realize just how much ZK tech has improved; proving costs are around $0.0001/tx, and many L2s I talk to are very surprised when I tell them the recent numbers, they're still stuck in the mindset that ZK is maybe ok for ethereum L1-scale chains but unviable for anything hyperscale. The latest ZK-EVMs, and live projects like @Lighter_xyz, show that this is false.

今儿应该是被这个刷屏了 - @the_nof1 目前Deepseek遥遥领先！ 讲真这比去年Goat/Ai16Z时代的AI Meme给人的“感知感”强太多了，AI X Crypto 终于找到了正确的打开方式？😂 而且你进去看人家每个策略都是有止盈止损点位或者条件的（比如图中Deepseek的ETH 10倍多策略），我一向不提倡玩合约，但你真要玩，也跟人家AI学习下，设置好止盈止损条件再开单不是？ 目前几个AI普遍多头为主，好奇过两天市场要是跌一波这些AI的表现会如何……这已经不光是AI之间的PK，也是AI跟咱们这些人类Trader之间的PK（你难道心里不憋着一口气要跑赢他们？）。如果时间线拉长，发现咱们绝大多数人P不过AI，币圈以后的发展方向会不会Cex和Dex上只剩一堆AI策略在P，人类P小将日渐凋零？AI现在连炒币这个“工作”都要从人类这里抢走么？！😱