{SIMØN}

Europe is in serious trouble again

hyperliquid:native seems a bit overvalued. In June there was a period when revenues contracted while the price still went up, then only revenues followed, so maybe the market is pricing in either HIP-4 or something else we don’t know about yet

@Henrik_on_HL no s3 would be the best for everyone imo

If we see a s3 of Hyperliquid, how are they even going the measure everything lol. During the first two season we basically just had crypto perps, spot coins and HLP. Now there’s in addition: > HIP-3 markets by different deployers > HIP-4 markets > HyperEVM > Borrowing, Lending and looping protocols > NFTs > Earn Page > Liquid Staking and normal staking > Builder Code apps > Portfolio Margin > Priority Fee structure > Fee rebates through staking And so much more data. How are they going to take everything into account lol.

first HIP-4 binary market is live. Some details: - BTC 1d price binary - strike price 78213 - trading around 0.40 - already a few trades have been made HIP-4 is officially live!

Introducing Pre-IPO Perpetuals (IPOP). The weeks before an IPO are some of the most consequential in a company’s price history, and historically, the least observable. Private market quotes are stale and gated and Public markets haven’t started trading yet. Peak interest coincides with an absence of prices. We’re introducing IPOP markets on XYZ to change that.

@Henrik_on_HL Just use the product, airdrop is just a bonus

What if neither TradeXYZ nor Hyperliquid will ever do another airdrop

This level is pulling interesting buyer demand on (just above April 21 weekly low)

hyperliquid:native is still overvalued compared to the current revenues This may change with hip-4

Sell pressure seems to be getting absorbed on $HYPE, buy-side demand is still present

Have mixed feelings about the app, sometimes it feels too noisy with social stuff and extra info (option to modify the widgets would be great), and other times it’s not detailed enough, especially considering the price charts. I’m not a fan of the smoothed line chart style, I get that it’s meant to be more beginner-friendly, but having a candlestick option with smaller timeframes would also be a big improvement.

Markets app is live for iOS. Give it a try and earn points markets.xyz/mobile-app/u/c…

@Capetlevrai Que conseilles-tu entre Claude + Codex et Claude + OpenCode ? D'un côté les modèles open-source m'attirent vrmt, de l'autre j'ai besoin d'un modèle assez solide focus sur les tâches plus ponctuelles. J'hésite ahah

Profitez de quelques semaines / mois qu’il vous reste d’abo pas cher sur GPT / Claude / OpenCode On va prier pour que le local devienne meilleur soon : les factures vont gonfler c’est SUR

@josedonato__ Impressive and very useful, thanks!

wild how much data you can see from hyperliquid stops, TPs, fills, top positions, liquidation profiles, cohort sentiment, builder revenue, ... click on any price level and see the wallets behind it, add them to watchlist view and track them layout below

@seth_fin @grok x.com/sdhg111/status…

Hey @Grok why is the $BTC Funding Rate negative all the sudden? Bitcoin just reclaimed the 100D for the first time since October 2025. It hasn't been able to reclaim this line ever since the 10/10 when organized crime made a $28,000,000,000 liquidation happen in a single day.

@MylesGinvest Negative funding does not automatically mean the market is heavily short. It can also mean spot takers are outpacing perp buyers. Seems more like spot-driven accumulation than heavy shorting imo (either way it's bullish)

BTC funding rate is EXTREMELY negative Not sure if we have ever seen funding so negative before If BTC starts to pump with all these leveraged short positions we could see a massive short squeeze to 100k quickly

Meet Kimi K2.6: Advancing Open-Source Coding 🔹Open-source SOTA on HLE w/ tools (54.0), SWE-Bench Pro (58.6), SWE-bench Multilingual (76.7), BrowseComp (83.2), Toolathlon (50.0), Charxiv w/ python(86.7), Math Vision w/ python (93.2) What's new: 🔹Long-horizon coding - 4,000+ tool calls, over 12 hours of continuous execution, with generalization across languages (Rust, Go, Python) and tasks (frontend, devops, perf optimization). 🔹Motion-rich frontend - Videos in hero sections, WebGL shaders, GSAP + Framer Motion, Three.js 3D. 🔹Agent Swarms, elevated - 300 parallel sub-agents × 4,000 steps per run (up from K2.5's 100 / 1,500). One prompt, 100+ files. 🔹Proactive Agents - K2.6 model powers OpenClaw, Hermes Agent, etc for 24/7 autonomous ops. 🔹Claw Groups (research preview) - bring your own agents, command your friends', bots & humans in the loop. - K2.6 is now live on kimi.com in chat mode and agent mode. For production-grade coding, pair K2.6 with Kimi Code: kimi.com/code - 🔗 API: platform.moonshot.ai 🔗 Tech blog: kimi.com/blog/kimi-k2-6 🔗 Weights & code: huggingface.co/moonshotai/Kim…

@PowerPasheur Vraie question : l’institutionnalisation ça ne force pas (indirectement) les big protocoles (là où y a le plus à hack) a être plus matures et plus solides justement ?

Le cycle dernier les crash se sont chiffrés en milliards de perte hein mdr Luna c'était environ $50B, FTX un bon $10B (avec Celsius & 3AC) Quand j'ai commencé les cryptos en 2023 je voyais passer des messages "RETIREZ VOS FONDS DES CEX" ça parlait du prix de liquidation du BNB et de faillite de Binance mdrrr On a encore rien vu

Europe is in a full-blown energy crisis. In fact, Europe's energy crisis has gotten so bad that the European Commission is now recommending Europeans to work from home. They are also recommending using public transportation to cut fossil fuel use. Meanwhile, new IEA data shows that Europe has just 6 weeks worth of jet fuel remaining as the Iran War shortage worsens. As a result, many flights are expected to be cancelled on non-essential routes. Between the Russia-Ukraine War and the Strait of Hormuz closure, Europe's vulnerability to energy supply shocks has been exposed. We expect another wave of inflation in Europe.