MercedHees

New Essay: Loot and Rape! On Oil Futures, Medicare, and why Amjad Masad makes Billionaire status embarrassing epilepsywarning.com/loot-and-rape.…

Never seen anything like this in all my 5 days of trading oil.

Hyperliquid's HIP-3 markets have seen $4.4B in weekend-traded volume so far in February while the CME and Nasdaq are closed.

This is my Blockchain, Macro, and AI Thesis: 🧵 We are going to have a lot of volume get run through Hyperliquid this weekend Periods of time like this show how valuable on-chain trading of tradfi assets is. Volatility has always been suppressed by the traditional financial system, where Hyperliquid is in the business of making markets for traders to warehouse risk What do you think is going to happen when markets go limit down? Volume will get run through Hyperliquid Geopolitical risk over the weekend? Hyperliquid Betting markets without centralized entities manipulating the spreads and fees? Hyperliquid Soon we will have valuts on Hyperliquid that function as an ETF wrapper similar to actively managed ETFs. This financial shift will overlap with changes in AI and tokenization. My thesis on this is very straightforward: - In the next 12 months, we are going to see the convergence of software, compute, and robotics. This will cause a massive rotation in the labor market and shift global trade. Watch this video on it: x.com/Globalflows/st… - As this convergence takes place, AI agents and robots will operate around the clock to execute the tasks of creative people, bring efficiency and take friction out of the system. - This will take place as tokenization laws change and allow real-world assets to be transacted on chain. This will be the greatest financialization unlock in histroy. There will be massive gains, massive fraud, and a ton of liquidity created. On net, it will be positive. During this time, we will see a winner-take-all effect across every major industry. Wealth will concentrate in the top 1% of risk takers and people who have decided to be average will get their incomes squeezed. As these changes develop, those who understand how to merge the man and machine elements of financial decision-making with agentic trading will be the top AUM managers via Hyperliquid vaults. When you can own real world assets, leveraged perps, and contracts in betting markets all in the same portfolio, you can begin to build an ETF type of fund that holds private equity that provides cash flow, venture bets that provides asymmetric payouts, and take macro bets via perps across every major asset class 24/7. This is where the world is moving and you can see the small signals along the way. I will be publishing the next report on how I am mapping these changes here. if you want to join me for the journey, the Capital Flows community is just getting started. Join here: capitalflowsresearch.com/subscribe

Hyperliquid will soon become indispensable for fund managers because of 24/7 trading. If you aren’t able to trade when others are, you’re at a massive disadvantage. Seeing this play out right now

if you read citrinis piece and found yourself nodding along, may i introduce you to , as seen in 2028 bitcoin - if you agree in both nominal gdp up on productivity gains yet 0 discretionary spend, that money has to go somewhere, usually into assets. global attn schelling pt asset that ai can self custody stablecoins (sky) - directly mentioned as ais transaction method of choice decentralized exchanges (hl & lit) - again gdp up but discretionary down = more investment and speculation, as has been happening for the last 10 years. decentralized exchanges are also the most credible way for ai agents to express views, since speculation is by far the most efficient expression of intelligence to resources

@TheFlowHorse based 🤣

Guess which parent drew the short straw? Guess which one is sitting on the lounge chair?

JUNE 2028. The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation. What happened?​​​​​​​​​​​​​​​​ citriniresearch.com/p/2028gic

USA USA USA USA USA 🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🦅🦅🦅🦅🦅🇺🇸🇺🇸🇺🇸🦅🦅🦅🦅🇺🇸🇺🇸🇺🇸🦅🦅🦅🦅🇺🇸

“Enabling privacy is a must. Tooling for it pretty much doesnt matter as long as it is achieved” Without privacy we are simply prey to an inevitable evolution of Surveillance Capitalism. Privacy is paramount

@jongall45 @JoshuaKushner Invest like the best 🤌🏽

"If you have to pick between the most educated person, the most experienced person, or the person who wants it the most. You always pick the person who wants it the most." - @JoshuaKushner

We are Hyperliquid Policy Center. HPC is a research and advocacy nonprofit focused on advancing a clear path for decentralized finance to thrive in the USA. We will introduce policymakers to @HyperliquidX and bridge the gap between law and next-generation market infrastructure.

Yannik gives his opinion on how we are experiencing "a shift away from technical surveillance to strategic surveillance." (~17:30) What we are seeing is simply a product of capitalism, and it will continue to accelerate. As long as there is money to be made harvesting your personal information, companies and policies will continue to encroach (PI honeypots, Chat Control, taxes on paper gains). As PI erosion continues more people will seek ways to protect themselves. Crypto will be there waiting. I'm grateful for @Arcium (and @UmbraPrivacy) for creating technology that enables this on Solana. privacy is the last 1000x, and its inevitable due to the circumstances

Every project in crypto should hire a crypto native onchain trader to actually tell them what's wrong w their product based on public market feed back

Today, you really cannot focus on climbing the corporate ladder, relying on a monthly salary, or even building a traditional cash-flow business. These are all dangerous. You need to be invested, deeply invested, in the assets that have the most to gain from a rapidly changing world and environment. It is unlikely that you will be able to outpace the current winners when it comes to AI, robotics. Simultaneously, we are navigating a massive restructuring of the geopolitical order. The era of easy globalization is ending. Central banks are trapped in a cycle where they must devalue currency to service debt. In this environment, holding cash or relying on fixed income is a guaranteed way to lose purchasing power. The financial currents are moving too fast. If you are not invested you are immediately behind. The only true hedge against this dual tsunami of AI deflation and monetary inflation is ownership. We are moving into an era where the divide will not be between the "rich and poor," but between those who own the infrastructure of the future and those who are just users of it. The vast majority of future wealth will accrue to the assets that benefit from these shifts: Do not labor to compete with the machine, own the machine. Put every last dollar in the machine. Or be left behind.

@getmoni_io 🔥

Moni Browser Extension Release is LIVE 🔥 Google Store approved. - How to get access? - About permissions - What's working right now? - What's next? Here's everything you need to know👇 Dear Monians, today we rolled out an update to our Browser Extension and you might have already noticed it. Yes, we’ve added something to the extension that will make life much better for on-chain traders. We talked about it in yesterday’s post 🤫 x.com/getmoni_io/sta… How to get access: At this stage, new features are available to beta testers via invite codes. We’re letting people into the closed beta Telegram group in batches. You can request access to the group via our Discord or by DM. We want to make sure only closed beta people can get in right now. No one else sees the new screens. No leaks. We want to make the product truly juicy by building it together with a small inner circle of Moni’s core believers. About permissions All Moni Social Metrics are still there and available to everyone who has the extension installed, not just the beta testers of the new section. Because of the beta update, some of you might see that the Moni Extension got disabled or is asking you to re-enable it. *Don't worry – nothing's wrong* Chrome automatically disables extensions when updates happen until you manually approve. Just re-enable it and you're good. Why new permissions? We covered it in the previous post – it's for Google auth (wallet creation through Turnkey) and Axiom integration (so we can display our UI on top of the terminal). We don't touch your data. We just add tools. And if you want full transparency – we're open-sourcing the extension soon. Anyone can check the code, verify everything, make sure it's safe. Nothing to hide. If you have any questions – ask here or in Discord. What's working right now for beta testers? – Axiom buying/selling in (Discover page, Pulse page, token pages) – Trading assets directly from the extension, when you bought it What's next, coming weeks? – Open-sourcing the extension so anyone can check the code and verify everything is safe; – Padre Terminal support; – Buying and selling directly in X; – Accounts/wallets tags in Terminals; – Social layer data inside Axiom (our juicy stuff like Smarts, Smart Mentions, Mindshare, Moni Score, etc.); – Mirroring social features in extension and X If you still don’t have our extension, now is the perfect time to install it. Even if you can’t join the beta just yet, the extension already gives you powerful Social Metrics on projects and personal accounts, making your CT experience way better. 🔗 Details & download link: extension.getmoni.io Last thing for beta testers! Test it. Break it. Come back with ideas. That's exactly what we need right now. Love y'all 💜

@0xKyrie_Eleison lol banger

Buy umbra Shield it Dagestan 2-3 years and forget UODL