cyphera

just making sure you know who reply guys to you fam these are not artificially intelligently crafted replies this is genuine, pure, crystallized, human dumbassness. i will only provide that for you, i promies <3

that's how liquidity behaves under adverse selection environments. it's open and transparent in OBs, you guys just lock out people who win enough money often enough it's the same issue, one handles it transparently at a fundamental level (LPs make sure they earn money through spreads), the other straight up locks funds or ban accounts this comes from someone who fucking hates polymarket btw, you're just not being honest and think we're retarded

Why is it 93-1 if you bet $10 and 38-1 if you bet $1000 on something

@banteg they're going to cap our subsidized limits becaus of him 😭

that’s completely retarded, im sure this spending is not even close to 1% efficiency in terms of things being built. peter is a literal real world gas guzzler smart contract.

@Colasama let's move on from this dumbass, superficial takes into something more productive, with haste not knowing "housing global finance" means being in at least decent terms with the us is delusional

You tards realize that HL doesn't even operate in the U.S., right?

@zoomerfied we're winning omg

[ ZOOMER ] CME AND NYSE ARE PUSHING THE US TO REGULATE HYPERLIQUID, DUE TO CONCERNS ABOUT MARKET MANIPULATION AND SANCTIONS EVASION: BBG

@zoomerfied is loracle alright?

[ ZOOMER ] COINBASE ACQUIRES HYPERLIQUID'S USDH DEPLOYER, NATIVE MARKETS, TO SWITCH ALL USDH INTO USDC: BLOG

@veH0rny eth too!

Mega eth has more tps than users

@testinprodcap @severeengineer how big this time around? i saw some mistralai related stuff, is that it?

@cyphera___ @severeengineer More supply chain attacks.

is it safe to "npm install -g @openai/codex" given the supplychain stuff?

@severeengineer @testinprodcap wait what happened to npm exactly? i think i missed this one :/

@testinprodcap took a quick look around and I don't see anyone at oai screaming bloody murder so I figure you're probably alright maybe good to let the dust settle if you can afford to wait a little bit though

@dimenpsyonal they are one of the main worldwide oil producers tho

This is hilariously cheap btw

@notthreadguy what is murad doing bro

is this real

@0xsmac is this not measuring the same thing twice, basically? particularly with the increasing concentration of the s&p

"it's a bubble"

@based16z idk what app that is but holy claude design smell

@olivertraldi @mauddweeb @TIME isn't this completely wrong and the fact that in this formulation they are sick with symptoms coherent with what they're testing changes the entire bit? like it feels like they're superficially pattern matching the bayes theorem into the wrong situation?

@mauddweeb @TIME Very interesting paragraph lol

“And if a computer can grade a task, it can do that task.” Hey guys, @TIME says P=NP. Time to pack it up.

eulogy to a dying world

@0xMerp don't we all, relatable claude

boros just almost short circuited my claude

@GwartyGwart 😭

wait why doesn’t Saylor just sell equity to raise cash and then put that cash into STRC for 11.5%?

@arkham @404eq are you fr arkham

THIS GUY HAS 9 FOLLOWERS - HE JUST MADE A MILLION DOLLARS Nobody knows who trader @404eq is - but he bought $17.5K of ASTEROID at an average of $2.5M Market Cap. Since then, he’s up over $1 Million. How bullish is he on ASTEROID?

@0xMerp getting exposure to shitty grey market derivatives hits different than buying the real thing

And you’re telling me crypto no longer has a purpose

@_10delta_ he's become some sort of central banker for the non existent bitcoin standard lol

Saylor has now ecountered the 3 Body Problem. Solving for the MSTR & BTC dynamics was feasible. issue equity at a premium to NAV => buy BTC => NAV expands => the premium re-justifies itself => repeat the loop But now with STRC as a new variable in the equation.. The recurring dividend obligation adds a 3rd variable to the system, & the levers available for servicing that cash drain are mutually entangled (pulling on one immediately distorts the others). Saylor needs to deal with the complexity of delivering a dividend to STRC holders.. MSTR holders need to believe that the dividend won't be paid entirely out of their dilution, while at the same time signaling to the BTC base that any selling is tactical. He's now optimizing across 3 audiences whose interests don't fully align A delicate balance. Like the 3 body problem, the system has no closed form solution. Only trajectories that hold together for as long as the inputs cooperate. Funny how the mechanism to "solve" this is now Saylor adopting a form of Forward Guidance, while the Fed is planning to abandon it.

@Hazza_rust @serpinxbt well yes but i find it hard to believe that the market is that consistently skewed in liquid pairs

@cyphera___ @serpinxbt No, clamms depends where liquidity is and how much of it on either side.

> "it's cheaper to buy Eth on Solana" > shows a SELL of 100e to USDC > if you inverse it, it's the correct math (BUY) > this is actually indicating that it's cheaper to buy eth on Ethereum 😭😭😭 pls tell me I'm getting trolled