hanabilio

1.7K posts

hanabilio

hanabilio

@hanabilio

perping

เข้าร่วม Haziran 2023
534 กำลังติดตาม317 ผู้ติดตาม
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hanabilio
hanabilio@hanabilio·
lets focking goo 1800 Points for 2m Vol, i feel it is pretty decent. lets see how far @01Exchange can run 0 to 1.. lets grind harder this week :)
hanabilio tweet mediahanabilio tweet media
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hanabilio รีทวีตแล้ว
yourQuantGuy
yourQuantGuy@yourQuantGuy·
如果Hyperliquid的潜在最大利好是传统金融机构的adoption,那么最大的问题就是ADL机制。 每次说到Hyperliquid ADL的机制,评论区总有无数的“这是一个feature,不是bug”,“有了ADL的机制才保证了hype的稳定运行”,等等。 从不同的角度来讨论,你怎么说都对,并且我也没说这是一个bug。但对于机构,这确实是个问题,尤其是传统金融机构来说,安全、合规、稳定,是最重要的。 机构是无法接受仓位在某一天的某一刻,也许是周六的凌晨3:05在没有任何通知的情况下仓位突然消失了,因为被ADL了。这对交易本身是灾难,对擅长做各种对冲的机构来说,更是一个灾难。 这个问题对于hyperliquid来说似乎无解,甚至jeff并不认为这是问题,但对传统金融机构来说,这可能是个门槛。 借用我一位传统金融机构的朋友的话:只要adl存在,你的交易就在接受长尾风险(negative tail)的同时,放弃了潜在的长尾收益(positive tail)。 上面这些讨论只是从最近火热的RWA交易引申的一些想法。我之前也发过推,提到前段时间因为大宗商品的交易而出圈到传统金融的大佬都第一次听说了hyperliquid(我也因此开始定投,我觉得一月底到二月初的那一波涨幅一定程度上也来自于此),我和身边还在传统金融的朋友提到hyperliquid,他们的第一反应也是“不得了不得了”,但提到adl,就都会说“这是个需要解决的问题”。
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hanabilio
hanabilio@hanabilio·
@givenoxbt @0xmercle do u know the total supply? seems the unfair raise allocations are too small we will get much more $MERCL with using their mobile app
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giveno
giveno@givenoxbt·
@hanabilio @0xmercle nice one...i know a lot of people must have forgotten...repost to remind them lol
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giveno
giveno@givenoxbt·
mercle airdrop for nft holders and more. @0xmercle is doing an airdrop for unfair raise nft holders, hands of support nft holders, and human hub participants. if you fall into any of these categories, you may be eligible. ✅ claim here: oldfriends.mercle.ai to claim the airdrop, log in using your evm wallet, complete your profile by adding details like your email, download the mercle mobile app, and complete the face verification. i minted the mini unfair raise nft last year so eligible here ✌️ $1 per point?
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01.xyz
01.xyz@01Exchange·
New Listing: Worldcoin The WLD token is the utility token of the Worldcoin project, a global identity and financial network. Trading of $WLD at 5x leverage, starts April 7th at 1:00 AM EST.
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Smokey The Bera 🐻⛓
Smokey The Bera 🐻⛓@SmokeyTheBera·
current infra thesis atm: chains used to be a bet on network effects and "finding the next solana" dressed up with a good bit of technical jargon to justify it. network effects do not work when there are no users (current state of crypto retail) distribution is unlikely to be a win condition for most teams. Eth and Sol are potential outliers here given lindyness / breakout status and existing liquidity moats. Most others (including us) are likely cooked on this front on a 1-2 year time horizon. we're just seeing the start of corp chains - the Robinhoods and Stripes and Coinbases of the world are going to own distro, and eventually, I expect that they'll attract sufficient masses of onchain liq to give Eth / Sol a run for their money. And this is sensible - they already own the user or PoS in meatspace there's something to be said about owning "crypto native distribution" but I suspect that its a race to the bottom as natives look for exit liq from new corporate driven retail distro and asset bases. This capital is definitely more risk on and larger (in concentration) than "classic retail" to start, so there's likely still edge here in the next year or so. so basically - chains have to compete on an edge outside of distribution, and at some point, on liquidity as well. This likely means that they'll need to - own their own revenue generating financial stack, or product stack (1) - incubate and spin out stuff that uniquely leverages their tech stack to do something better than their web2 counterparts (2) - figure out how to sell into corporates (effectively Blockchain SaaS) and solve a need for them (3) - OWN and offer a unique application experience which cannot be easily replicated by trad counterparts (4) - play moneyball and focus on working with applications that won't tick the boxes for large corporate chains for one reason or the other (5) I'm biased, but being able to influence our own block rewards streams provides Berachain with a unique lever that most other networks don't have - but emissions are useless if we can't put them in the right place our path forward / win condition is likely some combination of (1) and (5). generally guiding principles remain the same as always - avoid crowded spaces, play games with potential monopolistic outcomes or unfair advantages, and always fade the popular narrative
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Smokey The Bera 🐻⛓
Smokey The Bera 🐻⛓@SmokeyTheBera·
i am v excited to Try New Things with PoL vNext Team brings unique yield bearing asset (sourced on/offchain) to Bera -> Bera provides growth emissions -> Bera captures revenue via PoL -> plugs asset into chain owned DeFi stack for swaps + leverage -> repeat costs -> revenues
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giveno
giveno@givenoxbt·
week 9 update on @01Exchange +858 points | $90k volume | $200k open interest points went up this week for me... +15k wallets joined 01 held positions and rotated trades when needed to keep funding positive 01 remains the best place to trade and get points for smol portfolios... you don't even need to try too hard. again funding continues to cover my cost and puts me in profits which makes using 01 fun for me there is 1 week left until public mainnet, and points will decrease in the next phase from 375k to 296k points per week most people will realise too late 01 was never overhyped....it was underpriced 01 with me; 01.xyz/ref/giveno
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giveno@givenoxbt

week 8 update on @01Exchange +312 points | $160k volume | $180k open interest yeah… points were mid this week...not my best week, but 01’s scoring is dynamic – it changes and that’s part of the game but my plan and strategy hasn't changed funding covers my costs + i’m still in profit, so we run it back and go again this week if you removed points from 01 today, would i still use it? 100% yes! cos it makes me money 01 with me; 01.xyz/ref/giveno

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hanabilio
hanabilio@hanabilio·
Reverse thinking is generally considered a good approach. But figuring out exactly what to reverse is actually quite hard. personally, I reversed my goal in market making. Instead of chasing PnL or volume, I focus on avoiding fills first, and then slowly look for any random small fills (should be a right fill with right reason why i should be paid). Somehow, the PnL ends up being consistently good lol. inspired by someone's post, but i forgot who's the writer, i'll put the link in comment later if i could find it
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jez (equity perps era)
jez (equity perps era)@izebel_eth·
@mert im by no means an expert, but ive got some openclaw instances running and have been vibecoding p extensively w/ both opus and codex grok isnt even in the same species, like a semi competent slaves vs trying to talk/manage a chimpanzee, the chimp might do it better than grok tbh
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jez (equity perps era)
jez (equity perps era)@izebel_eth·
after using ai extensively over the past two months, i can confidently say grok is still fucking retarded, has not improved at all and has no place among the stars
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hanabilio
hanabilio@hanabilio·
onchain equities (spot/perp) finally become interesting
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SynFutures
SynFutures@SynFuturesDefi·
Have you signed up for the private beta? Mainnet is almost here. Just putting the final pieces in place. The new SynFutures perp DEX will be with you Sign up for the waitlist so you don’t miss out ⤵️
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Alex Wearn
Alex Wearn@AlexWearn·
Nine years ago we launched IDEX with a simple thesis: onchain trading didn't have to be slow, clunky, or unsafe. Today that infrastructure becomes @KatanaPerps.
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hanabilio
hanabilio@hanabilio·
I wont jinx any $lit pump
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