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@sato__yusuke

AI会社のPM | AI駆動開発| Web3

東京 Katılım Haziran 2010
1.1K Takip Edilen1.4K Takipçiler
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Polymarket
Polymarket@Polymarket·
JUST IN: Hyperliquid flips Solana in fully diluted valuation.
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Bankless
Bankless@Bankless·
Coinbase and Circle’s Hyperliquid deal is more than PR. USDC has post-GENIUS momentum, but supply share has barely moved. Hyperliquid gives it the missing piece: a globally accessible trading venue where stablecoin distribution can actually compound. In April 2025, USDT held 67% of stablecoin supply while USDC held 27.6%. A year later, USDT sits at 67.3% and USDC at 28.1%. USDC transaction volume is accelerating, but the structural picture is basically unchanged That is the problem. USDC is strongest in the U.S., but that is exactly where competition is now concentrating. Stripe has Tempo. Major financial institutions are launching their own GENIUS-compliant stables. Tether even introduced USAT to attack USDC inside the U.S. regulatory perimeter. Abroad, USDT is still the default dollar for saving, investing, and trading. So Coinbase and Circle need distribution, and perpetuals are the obvious venue. Stablecoins are the quote asset perps are built around. On Binance, that means USDT. Anyone trading Binance’s biggest markets is mostly trading against USDT, which reinforces USDT’s supply, liquidity, deposits, withdrawals, and onchain activity. Hyperliquid gives USDC a way to fight that dynamic. > Hyperliquid holds 30% of onchain perp market share > It commands 46% of onchain open interest > It runs at ~50% of Bybit’s volume, ~30% of OKX’s, ~79% of Coinbase International’s, and ~13% of Binance’s Still smaller than Binance, but clearly moving in one direction. Sure, Coinbase could try to build this distribution itself, but they wouldn't get far. Regulation limits its reach. Coinbase is available in roughly 100 countries, while Binance reaches around 180. Hyperliquid’s more permissive structure gives it global reach Coinbase cannot easily replicate. So Coinbase and Circle let Hyperliquid carry the reach while USDC rides underneath. Tether sees the same battlefield. After Drift’s exploit, it committed up to $147.5M to help relaunch the Solana perp DEX with USDT at the center. Both sides understand the same thing: perpetuals are where stablecoin distribution gets locked in. David Christopher’s read: Hyperliquid gives USDC a chance to become the base currency for the most important onchain trading venue in crypto, in one of the fastest-growing categories in the entire market.
David Christopher@davewardonline

x.com/i/article/2057…

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ClaudeDevs
ClaudeDevs@ClaudeDevs·
What are best practices for running Claude Code at scale? New blog post on what we've learned from teams running it across multi-million-line monorepos, decades-old legacy systems, and distributed microservices: claude.com/blog/how-claud…
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Claude
Claude@claudeai·
You can now create more with Claude Design. We've doubled token limits across every plan.
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jeff.hl
jeff.hl@chameleon_jeff·
I spent the past few days in Washington with @hyperliquidpc meeting with policymakers during the historic advancement of the Clarity Act. We discussed Hyperliquid, the benefits that it offers to American consumers, and the regulatory path to bring onchain derivatives markets into the United States. Some conversations were technical with an impressive baseline understanding of Hyperliquid. Discussions included how onchain trading is a financial innovation that has clear global user demand. Other conversations focused more on a first principles introduction to defi and the promise of onchain markets. It was encouraging to see bipartisan support for thoughtful regulation of crypto. I look forward to continuing discussions in DC and working hard to make American access to Hyperliquid a reality.
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sato
sato@sato__yusuke·
hyperliquid:native チャンス 10年前くらいのビットコインに思えてきた
ZachXBT@zachxbt

@zoomerfied @SilvXBT Interesting how NYSE only has issue with HL but not Polymarket. Never mind it all makes sense now.

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ZachXBT
ZachXBT@zachxbt·
@zoomerfied @SilvXBT Interesting how NYSE only has issue with HL but not Polymarket. Never mind it all makes sense now.
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ClaudeDevs
ClaudeDevs@ClaudeDevs·
We're introducing the Claude Platform on AWS. This gives developers access to the same models and features as our native API, including Claude Managed Agents! Workloads, billing, and IAM stay inside AWS. Learn more: claude.com/blog/claude-pl…
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Claude@claudeai

Build and deploy agents at scale with Claude Managed Agents, or use features like the advisor strategy, code execution, web search, and more. Anthropic operates the service, and all new features ship the same day they go live on the native Claude API.

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sato
sato@sato__yusuke·
Triaカードで使うだけで$423のUSDTを受け取りました。 暗号通貨を使い、本物のリワードを獲得し、150以上の国でTriaカードを利用しよう。 #MyTriaCashback 今すぐTriaカードを手に入れよう: app.tria.so/?accessCode=M3…
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松本 勇気 (Yuki Matsumoto) | LayerX CTO
子供と遊びながら片手間でも一日1億tokensくらいは利用してしまうし、LLMの今後のコスト推移はシビアな問題だなー…フルタイムで開発する開発者が今のClaude Max等のプラン無くなったり制限厳しくなったら、福利厚生というか生産設備としてのトークン費を出せる企業かそうでないかで大きな差になる。
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jason
jason@jxnlco·
新しいリアルタイム翻訳モデルを発表できることをうれしく思います。ぜひ本日よりAPIでお試しください。
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Claude
Claude@claudeai·
Live from Code with Claude: we're launching dreaming in Claude Managed Agents as a research preview. Outcomes, multiagent orchestration, and webhooks are now in public beta.
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ClaudeDevs
ClaudeDevs@ClaudeDevs·
Managing API keys is one of the top security concerns we hear from customers. Today we’re introducing keyless auth for Claude Platform: authenticate via browser with the CLI, or let workloads use their existing cloud identity (AWS, GCP, Azure, or any OIDC token provider).
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Claude
Claude@claudeai·
New for financial services: ready-to-run Claude agent templates for building pitches, conducting valuation reviews, closing the books at month-end, and more. Install them as plugins in Cowork and Claude Code, or use our cookbooks to run them in production as Managed Agents.
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