mathieu k 🥐 👑 🌭

@EverygameSports Mercedes...

#McLaren has dominated the first two races of the 2026 #Formula1 season. Will anyone be able to keep pace with #Russell and #Antonelli this year? ow.ly/FNn950YviEa #F1 #Leclerc #Verstappen #Hamilton #Piastri #Norris #Hadjar

@chamath Are you dumb?

In a democracy, it’s absolutely ok to define who can use the things you make and how. But it’s also absolutely ok for the Government to lose trust in you, tell you to fuck off and find an alternative. It’s also absolutely ok for you to nuke your own company in the process. The timing of this is not good for Anthropic and could be a potential boon to every other model that is exceeding expectations in their upcoming version (Grok, OAI, Gemini). More generally, I don’t see how this isn’t a slippery slope. What if a model maker updates their ToS that would block a use case that is legal but subjective? Agreeable in some states but not in others? What about in different countries with different governance or religions? It’s a huge can of worms. How can a government or company rely on a model that could have an ever-changing definition of what’s allowed without taking on major business/governance risk? They won’t. My hunch is that the company that embraces the “no holds barred” ToS will win because it’s the least risky to adopt wrt long term risk of getting rug-pulled.

Going to open some big longs on $BTC with tight stops if I see a bounce after we cross under $85k. Hopefully the bottom is near. Shorts stay open until we hit $87k.

@solsticefi How does this help the project in any way?

Solstice looks good on them.

@Vaultkaofficial Please put the $SOL Arbitrum lending pool back on the front end so we can close out our positions. Thanks!

## Vaultka’s Cease of Operation ## Closing This Chapter: Vaultka’s Journey It is with sincere regret that we announce the winding down of Vaultka, which once served as a central liquidity hub for perpetual DEXs on Arbitrum. Vaultka began with a clear purpose — to bring together two distinct groups: risk-averse lenders seeking stable yields, and risk-taking LPs looking to amplify their positions. Over time, this model became an integral part of the Perp DEX ecosystem on Arbitrum, fueling liquidity growth and supporting the development of emerging protocols. What We’ve Built Together Throughout its journey, Vaultka introduced innovative lending and LP vault strategies, formed meaningful partnerships, and reached tens of millions in TVL at its peak. None of this would have been possible without the belief, effort, and support of our community, investors, and partners. It has been a remarkable chapter — and one we will always be proud of. Challenges We Faced Declining Activity on Arbitrum Although Vaultka had expanded to support multiple chains, our foundation and strongest presence had always been on Arbitrum, with most of our strategies built around perpetual DEXs there. However, as competition among Ethereum L2s intensified, general interest in Arbitrum — especially its Perp DEX ecosystem — began to fade. Liquidity and trading activity have steadily shifted to other environments, such as Base and app-specific chains like Hyperliquid. In this winner-take-all environment, the declining activity on Arbitrum significantly reduced our opportunities to grow and made it increasingly difficult to maintain sustainable revenue. The Decline of Ecosystem Partners Vaultka was deeply rooted in the Arbitrum Perp DEX ecosystem, with strong ties to partners like GMX, HMX, Vela Exchange etc. But over time, several of these platforms experienced hacks, shrinking user bases, or declining activity. As our partner ecosystem weakened, our products lost their competitiveness and struggled to attract meaningful traction and new users — which in turn eroded the protocol’s revenue base and our ability to sustain operations. Shifts in the Perp DEX Landscape The structure of the Perp DEX space has also evolved significantly. Increasingly, leading platforms are launching on their own app chains rather than on general-purpose L2s. This shift has made integration and expansion far more complex, as each app chain brings its own infrastructure, requirements, and development overhead. What was once a relatively unified landscape has fragmented, raising the barrier for Vaultka to adapt and continue expanding. Why We Decided to Sunset The challenges above gradually eroded the foundation that Vaultka was built on. Our model depended heavily on healthy trading activity and liquidity demand — but as interest in Arbitrum and its Perp DEX ecosystem declined, the flow of users and volume on Vaultka slowed to a fraction of its former peak. With fewer users, our revenue base contracted, yet maintaining the platform still required meaningful incentives for lenders to keep liquidity available. For a long period, our team continued funding these incentives from the protocol’s treasury, operating at a deficit in hopes that activity would recover. However, this approach was ultimately unsustainable. As market interest continued to shift elsewhere, the gap between the cost of maintaining the platform and the revenue it generated only widened. Eventually, this exhausted the treasury and left the team without the resources to continue development or operations at a meaningful scale. After careful consideration, we concluded that the responsible path forward is to sunset Vaultka. This was not an easy decision, but given the circumstances, we believe it is the most honest and fair choice for our community and stakeholders. What Happens Next As we begin winding down Vaultka, we want to ensure that all users have clarity on how this process will unfold. The following outlines the next steps for each group of stakeholders: For Leverage Users All open leverage positions must be closed within the next 1 month, in line with our existing position maturity schedule. No new leverage deposits or position openings will be allowed from the announcement date onward. Users must manually close their positions before 22 October. Any positions that remain open after 22 October will be automatically closed by the protocol under the position maturity mechanism. Please note: once a position is closed, both the borrowed funds and any collateral margin will be returned to the user’s wallet as usual. After all positions are closed, the leverage interface on the app will be disabled, and no new leverage positions can be created. We strongly encourage all leverage users to unwind their positions well ahead of the deadline to avoid forced closure and ensure a smooth exit process. For Lenders As leverage users close their positions and no new leverage positions are opened, the repaid borrowed capital will gradually free up liquidity for lenders to withdraw. No new lending deposits will be accepted from this point onward. Lending interest will be stopped. Withdrawals will remain open for at least 3 months, and we strongly recommend lenders withdraw their funds as soon as possible. After the 3-month withdrawal period, if there are any remaining idle (“dead”) funds in the pools, we will initiate a manual return of those funds to the users’ deposit addresses. Please note this recovery process will be more time-consuming and may take several months to complete. Once all withdrawals are complete, the lending pools will be deprecated and removed from the front end. GMX Compensation For users holding GLP Compound Vault positions impacted by the GMX hack, compensation will be distributed once we receive the funds from the GMX team. A dedicated airdrop contract will be deployed on our airdrop page for all eligible users. We will share a separate announcement as soon as the tokens are released and available for claiming. For Token Holders A snapshot (as of 15 September) has been taken of all veVKA and esVKA balances, including locked and vesting amounts. A claim contract will be available at vaultka.com/app/airdrop to allow veVKA and esVKA holders to redeem their locked or vesting tokens back as $VKA. veVKA will be redeemable at a 1:1 rate, while esVKA will be redeemable based on the vesting period each user originally locked into. These tokens will be sourced from the team treasury, and all locking and vesting contracts will be deprecated once claims are completed. The protocol-owned liquidity pool on Uniswap will remain active until all holders have completed their desired actions, after which any remaining team-owned tokens will be burned. Miscellaneous All bribe distributions and governance voting will cease as of the announcement date. Our official Telegram channel will transition to announcement-only mode, while users with inquiries can continue to open support tickets on our Discord server. Vaultka’s social media channels and website will remain active until all user actions are completed, and will be gradually phased out afterward. A Note of Gratitude As we close this chapter of Vaultka, we want to sincerely thank everyone who has been part of this journey. To our community, partners, and investors — your support and belief gave Vaultka the chance to grow, innovate, and contribute to the ecosystem. While this marks the end of Vaultka’s path, the lessons and experiences we shared will always remain with us. Thank you for being part of our story.

@DraculaPresley Congrats man!

@MattGlantz They definitely did this is the dumbest way possible and made it obvious but wsop has to prove intent if they don't plan on paying out. They need to ban going all in blind or terrible players from playing below a certain level if they rule against these guys.

Two of the biggest names in poker, WSOP and WPT Global, put a couple of young players in a nearly impossible situation. Jesse and James battled through a 12,000-player Milly Maker field and found themselves heads-up for a WSOP title. At that stage in a tournament, any reasonable observer would agree: if the final two players reach a mutual agreement, the prize pool should be theirs to divide however they choose. But WSOP maintains a strict policy against facilitating deals at the end of its tournaments, and that inflexibility played a significant role in creating the current controversy. Here’s the issue: WPT Global offered a $1 million bonus, but it was structured in a unique way, only one of the two players qualified, and only if he won the tournament outright. If the other player won, neither would receive the bonus. So what were they supposed to do? You have two seasoned professionals, each respected by peers, each with nearly two decades of experience grinding tournaments, facing a no-win situation. The brands involved essentially forced the players to strike a private deal: one imposed the financial pressure, the other refused to give them the freedom to resolve it openly and fairly. Expecting these players to ignore those stakes and avoid any workaround isn’t just unrealistic. It’s unfair! That said, I do wish the players had handled it more strategically. After the break, James could’ve simply folded the first hand, said “Congrats, bro,” and walked away, conceding in a way by blinding out that broke no rules and forced the WSOP or its commentators to explain why a player might feel the need to do that. Instead, the route they chose has placed WSOP in an awkward position and left both players unnecessarily exposed. Let’s hope WSOP and WPT Global make this right: pay both players what they’ve earned, then update their policies and promotions to protect any players from being put in this position again.

@scott_seiver She's clearly never had cave pho.

This could be the strongest rage bait I’ve ever seen in my entire life and I’m going to have to willingly fall for it. Just the worst take I’ve ever seen a single person ever make on here. Absolutely embarrassing

@DefiDividends @coinbase If you've been getting incessant phishing texts and emails for a few months then you were.

is there any way to confirm if you were a part of the coinbase leak? @coinbase

@GovKemp From the bottom of my heart, go fuck yourself.

@chamath Did Trump do this to you?

I’ve observed a few hi stakes negotiations over the years and one tactic I’ve seen work well over and over is when you find the leverage to bring your opponent to the edge of the cliff, hold them over the cliff so they see the abyss and threaten to push them off. Turns out when you then don’t push them, but back off, they often develop Stockholm syndrome and give you more than you would have otherwise because they are thankful for the reprieve. I don’t know that this is the plan here but the conditions for that are the same. 75 countries are on a 90 day shot clock to get a grand bargain done. Based on what I’ve heard from some of them, they are thankful for a chance to egress off the tariff highway and find a new normal - even if that’s much worse for them than what it was previously.

@blknoiz06 I would not want to be in Taiwan right now

wonder what china does next

@AllenKessler @ManOfTheLibrary Yes, so he put in 1bb on the flop and 2bb on the turn. Your sense of hyperbole when you lose is astounding.

@mathieupoker @ManOfTheLibrary Limits were huge. Late stages of a limit event the pots are critical

Yes, this is how that @ManOfTheLibrary character "outplayed" me. Game is limit O8. He put in massive bets on multiple streets with only A3 and no high hand vs my A2KK and somehow hit a 3 outer on the river to scoop. He was actually probably the worst player at the table. @shellzskillz @edenrockscorp

@TrustlessState @crypto_bobby Those are pure short squeezes.

@crypto_bobby TIA KAITO MKR

wtf is this market rn Crazy strength and crazy weakness

@chamath Straight to the end game without developing his pieces... hard to tell if this is stupid or evil.

Using a chess analogy, Trump has decided to go straight to the end game with Ukraine. This is my interpretation of the just-announced potential tariffs on autos, semis and pharma starting on April2 as well as today’s post about Zelensky. In the last 24 hours, he has put tremendous pressure on both Ukraine and Europe to play ball on a 6 week shot clock.

@TheBrownGentYT It's our reward for being early...

Started off telling me about our anniversary and how many Txs I did, and then showed me what I hope is a buggy screen.

@MELANIATRUMP This cost you $50 billion.

The Official Melania Meme is live! You can buy $MELANIA now.   melaniameme.com FUAfBo2jgks6gB4Z4LfZkqSZgzNucisEHqnNebaRxM1P

@unusual_whales Last time I checked, USA had an Atlantic and Pacific coast.

Senator Tommy Tuberville: "We've gotta take the Panama Canal back. We've gotta do something because if we were to happen to go to war with China over Taiwan and they were to shut the Panama Canal down, we'd have to go 8 to 10,000 miles just to get things back to the war zone."