Daniel Stafford

So according to FIFA grabbing Haaland is “physical football,” but the second he pushes back it’s a foul? Makes sense. 👍

Call me old-fashioned, but I think the President of the United States should be able to remember the name of a nation he’s been bombing the shit out of for five months.

@LitProtocol yes

Something new is coming, powered by Lit. Think Replit for money: build, test, and deploy automations that work across DeFi and CEXs all without handing control to a black-box custodian. Programmable money is about to get a lot more real. Reply with "yes" for early access!

I am officially nominating Donald J. Trump (@realDonaldTrump) for the Nobel Peace Prize. No President in History has ended the same war so many times. Our Dear Leader has ended the war with Iran at least 38 times by CNN’s count. No President has ever done this before. And he is nowhere near finished ending it. It’s a record worthy of the Nobel committee’s recognition. Thank you for your attention to this matter!

@rektfencer OK boomer

🩸 ABSOLUTE BLOODBATH EVERYTHING IS SELLING OFF AT ONCE. GOLD. STOCKS. CRYPTO. OIL. HEDGES ARE FAILING. RISK ASSETS ARE FAILING. THE MARKET IS LIQUIDATING EVERYTHING.

@INArteCarloDoss Woah there’s still adults left in the admin?

We did get a regime change, only not in Iran. Pretty obvious the ax Trump-Rubio-Hegseth got sidelined and the adults pulling the strings have already placed JD at the helm.

@donnelly_brent Is the correct answer to sell tech vol to leverage bid qqq. If we can go 4SD we can also do 8SD!!

Imagine you’re playing a trading simulation game. There’s a parabolic rally in technology on an exciting new technology. The market is 3SD overweight infotech, and semis just did a 4SD rally, bigger than any semis rally in history. Now, a megatech company issues stock (after buying back stock for years), the largest IPO in history is on deck, momentum stalls, the Fed is going to hike (oops, we thought they were cutting), companies are worried about token costs, the biggest bitcoin and crypto bulls in the world are all selling, and a new Fed Chair is about to sit down and the market consensus is that he will be dovish despite roaring inflation and a strong U.S. jobs market. Do you go long or short the tech momentum basket?

@ScottPh77711570 I confirm this and remember being suprised when I started my career.

In finance, arguably the most competitive field on earth, the absolute elite traders I know are mostly alcoholics and drug addicts or the work addicted These are guys on 3-10m total comp Imagine thinking that podcasting was hard

@sama Providing unbiased, fact-based non-clickbait journalism and news reporting that is not driven by ad revenues and/or political agendas.

what problem do you most hope AI will solve in the future? maybe we can help!

@mariluukkainen Hi Mari! Would you mind sharing a bit more on the backbone for building and implementing this? Looking to add a similar flow to ekta.digital for our open beta.

I enabled a feature and bug flow from Herizon portal into our operating system. So far community has posted over 20 bugs and over 10 feature requests! Very easy way to activate people and get a signal of what makes sense in your roadmap. I also reflect these items in server logs for prioritization, but for instance Karl's suggestion here was a no brainer I should've done earlier, but prioritized it as it surfaced like this. This has been so good system as I'm also building my own edgelord hq, which basically is the same feedback loop, but for the rest of my portfolio.

Biggest IPO in modern finance about to get 24/7 price discovery before the S-1 even goes public. SpaceX targeting $1.75t, $75b raise. that's 2.5x saudi aramco's book, the current record holder. $cbrs was just the test. Tradexyz's pre-ipo perp predicted $270-$350. cerebras ipo'd at $185, opened at $350 day one, peaked at $386. the top of the perp's range was literally the open tick. $280m in 24h volume, 9th most traded asset on the venue. that was a chip company. Now apply the same mechanism to the most followed private company on earth. Every starship launch, every starlink milestone, every elon tweet now has a tradable instrument with deep liquidity that doesn't gate on accredited status. funding rate becomes the default sentiment indicator for a $1.75t asset that public markets can't trade yet. Everyone is going to discover hyperliquid by accident. Ventuals trades on valuation in billions. tradexyz trades on share price with auto-conversion to a standard perp at listing and twap settlement if the listing slips. structurally cleaner for the ipo arc, which is exactly the arc spacex is on. This is the listing that turns hyperliquid into the default pre-ipo price discovery venue. Hyperliquid

The more I think about this Coinbase partnership, the more I believe it is Hyperliquid’s biggest announcement all year. Stablecoin yield is the largest revenue source in the industry next to trading fees and Hyperliquid is now the first blockchain to internalize both. This is a fundamental transformation of Hyperliquid as a business. Yield sharing enables Hyperliquid’s revenue to scale more directly with deposits, rather than just trading volume. And because deposits tend to be stickier than volumes in downturns, this could make Hyperliquid’s buybacks more resilient across cycles. For example Hyperliquid stablecoin deposits are currently only down 15% from ATHs compared to monthly volumes down 55%. Zooming out, there’s currently ~$80B in stablecoins deposits on Binance, Okx, and Bybit compared to ~$5B on Hyperliquid. It doesn’t take crazy share gains or sector wide growth for the revenue numbers from yield sharing to get crazy for $HYPE. Think $300M - $500M in incremental run-rate revenue from yield sharing is achievable within next 12 months, and billions in the years beyond as the cryptoeconomy reaccelerates. Hyperliquid.

@emilelo pls henkilökuva Taukista ja missä Taukki on nyt!

Selvisikö koskaan, kuka IRC-Gallerian T_A_U_K_K_I oli ja mistä se oli saanut rahansa?

2Y SARON swap rates, same shit. So as an oil trader living in Geneva, owning real estate in town can be a hedge ;) This is all related to inflation expectations. Many banks hedge inflation risk through oil futures, in case you didn't know. That is because headline inflation change is mostly driven by energy and food price change.

Coinbase Q1 earnings are in Coinbase: $394m loss Hyperliquid: $192m profit Same business. 11 people vs 4,250 Hyperliquid

I hope all you EU rates traders are having fun.

@businessbarista AI-native

I want to start an AI community for executives. This will be a space for people to share killer use cases, agentic workflows/agents, post-AI org structure, AI governance, AI training/enablement, change management, and more. Comment “AI-native” if you want to join.

Fucking legend