maff.hl #全財産$HYPE

GAMESTOP $GME CEO RYAN COHEN JUST WENT ON CNBC TO ANNOUNCE A $56 BILLION OFFER FOR EBAY $EBAY AND COULD NOT EXPLAIN HOW HE WOULD FUND IT The exchange with CNBC anchors Andrew Ross Sorkin and Melissa Lee: Sorkin: "The market cap of GameStop is, call it $11 billion. You have $9 billion on your balance sheet. You have this letter from TD, that's another $20 billion. We're now at $40 billion, but we're still off by call it $16 billion." Cohen: "Half cash, half stock." Sorkin: "I hear you, I'm just saying that math doesn't get you to the price that you're offering. Where is the rest of the money coming from?" Cohen: "I don't understand your question. We're offering half cash, half stock and we have the ability to issue stock in order to get the deal done." The structure of the offer: • Total deal value: $56 billion • 50% cash, 50% stock • Confirmed financing: ~$40 billion ($11B GameStop market cap + $9B GameStop balance sheet cash + $20B TD "highly confident" letter, which is not locked financing) • Funding gap: ~$16 billion, to be covered by issuing additional GameStop stock Cohen's vision for the combined entity: "There's an opportunity to build a much larger business, to make the business much more efficient, and to accelerate revenue growth. eBay is a very strong business, but it could be in a much stronger position. It could be a much larger business than what it currently is."

HyperliquidなどのDEXが規模をを拡大するにあたって、気になる点はオーダーフローが透明すぎる点。 オーダーフローが透明だと短期の情報量が増えるMMに取って有利に働くため一般的な不透明な取引所より流動性の面で有利になるような設計。 一方で大口のユーザーにとって不利な点が多いためTradifiの領域へ拡大するには大きなハードルがあると思う。 今後のアップデートでなんらかの形でフローの秘匿化機能が加わると面白い。フロー情報を公開する代わりに安い手数料、latencyなどのトレードオフがない方法で秘匿化できれば、フローを非公開とする代わりにやや高い手数料を取るようにして収益化ポイントにもなりそう。silhouette はHyperCore上の単一のアカウントにユーザーの資金を集めオーダーをミキシングしているようだけどセキュリティ上やや不安な設計な気がする。

mm挑戦してみるかぁ

holy fuck, a hair dryer at a Paris airport broke Polymarket weather markets & made someone $34,000 richer - polymarket was settling Paris temperature bets on a single Météo France sensor sitting near the Charles de Gaulle runway perimeter - basically unguarded - the guy bought the long-shot outcome (like "22°C" when everyone expected 18°C) for pennies, since nobody thought it'd hit - then he walked up to the probe and briefly heated the air around it with a portable heat source, spiking the reading just long enough to register as the daily max - temperature snapped back to normal in minutes, the market resolved in his favor, and he cashed out - twice, on April 6 and April 15, before Météo France caught on and filed charges hyperstitions.

The biggest upgrade to HyperEVM just went live and nobody noticed. HIP-3 support added to Precompiles!

10年前にLightningを作り、当時は世界一の流動性のプロダクトでした なぜ10年間UIが全く変わってないと思いますか？ それは、顧客保護に全力投資してるからです この間に膨大な数の社内規定を作成しました おそらくメガバンクよりも多いのではないかと自負しています ※これは皮肉です

日本の交換業者がDEXを運営することは禁じられています HyperLiquidに技術的な革新性はなく、その利便性の多くは法令を遵守しないところによると認識しています 巨額の投資が必要なガバナンスやセキュリティどころか、本人確認やマネロン対策さえ行われていません もしHyperLiquidが合法であると言ってもらえるなら、私は今すぐDEXを開発します それとも違法業者を称賛されているのでしょうか？