wuji.hl

515 posts

wuji.hl

wuji.hl

@flyertsa

alpha / 套利 /@hyperliquidx 狂热分子

free Sumali Şubat 2020
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Vega Hao
Vega Hao@Vegahao·
如果你能够在Crypto赚美金 在中国大陆花RMB 体感在当前版本是无敌的
Kay Capital@keyahayek

全文 RT:生活水平上,中国人的下限已经比绝大部分国家要高 ——大西洋鳗鱼 昨天的文章全球化确实走上了一个十字路口,资本主义要求利润尽大成本最小,中国的商品已经能够供应得起全世界 评论区有巨大的反响和讨论,虽然80%已经被和谐了。 我以为我这些年的见闻和观点其实是共识,没想到很多读者其实是不知道的,因为我其实一直在知识星球上发这些年我长居西方的见闻。 首先我想声明,这和政治,是非和其它无关,我只说事实,而且只要久居国外的人都会有这个共识。我不想又卷入无穷的是非对错黑白这样的纠缠之中。 我先说论点:中国的中下层百姓,购买力和生活水平其实是高于世界绝大部分国家的,甚至是很多名义上的发达国家。 前提是你不能即要又要。 —————— 我这次回国,发现小城市的小区和路上也都挤满了小汽车,我爸妈的小区是没有地下停车场的,所以导致现在车占道很严重,而这离我上次回国,仅仅一年时间。 我想跟大家说的是,疫情后这几年,世界上大部分地方物价都涨了一倍甚至更多,一般是离中国越近的地方通胀越好些,所以大家去东南亚的最多,虽然也感受到物价上涨严重(比如我看到有人感叹曼谷和吉隆坡现在物价已经比上海高了),但其实远远还没有更遥远的西方比如欧洲,美洲大陆严重。 大家可以看昨天文章的评论区,我列举的一些现象 在拉丁美洲,即使是墨西哥,巴西这种人均和中国差不多的国家,路上的无家可归的流浪汉是越来越多的,是遍地的,即使是所谓“模范高贵”的白人国,在布宜诺斯艾丽斯,我也看到大量的年轻白人男性在冬天裹着床单睡在大街上。他们一无所有。也没有了未来。活着已经等于死去。 5年以来,全世界只有中国的物价没有涨,甚至还在降,我在星球也举过无数的例子,每年我回国都会下单的一些日用品,调味奶,海鲜,等等,每年我买的价格甚至比前一年还要低,是相同的网站相同的品类。 在巴西,随便吃个公斤饭是50人民币以上,如果进餐馆,单点个main course分分钟是150人民币以上,哥伦比亚同样如此。大家如果搜小红书,应该知道这个描述是正确的。 在很多国家,正规的餐馆本身的定位就不是给所有人开放的,默认只有上层阶级吃得起,而不是上海北京各种正规餐馆,普通人,大学生都可以进去搓一顿,所以拉丁美洲的餐厅,平均价格是上海的两倍 酒店,大家如果有万豪,雅高这些app,可以自己对比的,不管是欧洲,还是美洲,同样的品牌,硬件是中国的一半,服务是中国的一半,但价格就是中国的两倍。 巴西同样地大国巨,但你如果从圣保罗飞到北边,飞机票不到1000是拿不下来的(除非提前一两个月去预定),甚至很多时候很近的城市,都要1000块钱,大部分人是一辈子坐不起飞机的。加上又没有高铁,所以很多外地人去首都和圣保罗,要坐几天几夜的汽车。 而我刚刚从武汉飞北京,提前一天买的票,400块钱。 在拉丁美洲,很多年轻人确实不知道明天的三餐在哪里的,我有时候在餐厅门外的桌子上吃饭,有些乞丐找我,要我剩下的饮料,我还不好意思给,觉得我吃过的脏,有一次我把我喝了一半的饮料给对方,对方一饮而尽,而且非常感谢的对我说mucho gracias(非常感谢),我把剩下的饭给他,他当宝一样拿走了。 后来我就习惯了,吃不完的会主动给一些路边的人。在绝对的饥饿面前,尊严算什么?尊严啥都不是。 昨天说到的问题,由于中国的制造业已经把绝大部分国家的制造业摧毁了,所以大部分国家其实没有什么正经上班岗位的,大部分年轻人就是做的服务员,商场销售员,外卖这种工作,工作流动性也极强,哪有什么有正式合同的办公室工作呢? 所以国内前几年第一次说到灵活就业这个概念,统计失业率的口径改变,大家一致讽刺和反对时,我不以为然。这在国外太常见了,灵活就业本就是大多数国家的常态啊。 大部分人都有正式的固定工作不管是工厂还是办公室,这并不是世界的常态啊,我们习惯了经济高速增长这些年,把非常罕见的状态当常态了。外卖就是工作啊,为什么不能统计在内呢?国外很多年轻人都是一人打几分零工的,也经常换。坐办公室的占比极少极少。 现在国外通胀,加上人民币对一篮子货币贬值,所以人民币的国外购买力其实越来越低了,中国人以后出国的数量和消费力都会降低。就像前几十年的国外日本人旅客慢慢绝迹一样。 相反,外国人进来中国消费旅游,对他们可是进了天堂,因为太划算了。美国1000+块钱一晚住如家类似的酒店太常见了。在中国,除了顶奢,五星级酒店是随便住的。所以我大力支持进一步放开外国人免签进入中国,这对中国人的就业,多余产能与服务的销售,都是大好事。对外国人也是好事(相比自己国家购买力大涨)。同时也增加了彼此的了解与互信。 我是2022年底,开始在美洲大陆长居的,中间也去过其它发达国家住过。我深刻的感知到疫情后,全世界现在其实都过得越来越不好。 严重的通胀,加上国外人又不积蓄不理财,这些年已经让大部分的中产阶级跌落到了贫民。这几年是中产阶级消亡的过程,全民返贫。 所以我才说各种礼仪廉耻也越来越少,服务态度越来越差,人们越来越只看着钱,毕竟生存都成问题了,谁会想到更人性和道德的事情呢? 很多人在中国也觉得痛苦,我觉得最大的关键是你即要还要,你不买房,不买车,乃至不鸡娃呢?在国外,绝大部分人一辈子都不买车不买房的啊,很多年轻人一辈子都和父母挤在一起住。你如果不做这些大件消费,现在外卖甚至几块十几块一顿饭,你的生活成本到底有多高?必要消费的生活成本,全世界肯定最低的。毕竟我们是世界工厂啊 昨天的评论区我还提到,很多年轻人都拿着那种碎屏彻底的手机,因为即使是红米在当地也很贵,更不用说iphone,大家搜搜哥伦比亚和巴西iPhone的价格?而你在中国买个新手机呢?我前不久回国咸鱼卖我成色很好的iphone 15pro,才卖了2800. 在拉美随便一个破手机都分分钟他们一两个月工资。 这个世界的本质就是有大量的供养者的,不可能人人都住浦江大平层的。我觉得很多问题就是我们中国人,很多人都把欲望和期望放在过高,但很多东西并不是人人就一定得有的。我之前才写过,在拉美的正式餐厅,本来就不是面对所有人的,他们会在价格上做筛选,因为人家富人照样很多。人家开着就是面对这些富人的。很多人一辈子都没进过正式的餐厅的。 而我们喜欢打价格战,自己不赚钱,把所有人都吸引进来消费,图一个热闹,最后呢?服务员很累,由于企业利润低最后他们工资也压低,消费者客群多了还容易出抱怨出投诉容易出错。最后所有人都很疲惫和愤怒。 ———— 再插入一句其它的,在美洲,我经常说中国体制的好话。为什么?因为贫富差距如此大,路有冻死骨,富人又极富的拉丁美洲,刚好就是需要左派政府,只不过拉美被不好的案例搞砸了,比如委内瑞拉,古巴。大量的难民流入拉美各国,所以大家都谈共产主义色变,谈左翼色变,甚至对中国有根深蒂固的误解。特别是一些受教育水平差的中下层百姓。 我经常不直接说中国,我拿越南和印度给他们作对比 我说最近6,7年,全世界gdp增长率最高的是这两个国家。但你知道吗,当你去胡志明,你会发现深夜12点都无数人出来逛街,消费,所有人都消费得起一些东西,各种欣欣向荣,也很安全。也就是越南的经济发展,是绝大部分人获了益的。 印度呢?孟买,德里,虽然我很多年没去了,但我上次去也记忆犹新。 他们和拉美一样,贫富差距巨大,路上巨量的无家可归者,拉着你找你要钱。越南是没有这个现象的。 这是不是同样是经济的发展,但左翼的越南的普通百姓,活的明显比印度好呢? 印度当然不缺有钱人,在我这几天住的阿塞拜疆的各个五星级酒店,都有大量的印度高净值游客入住,在东南亚大家相信也遇到了越来越多的印度中产阶级旅客。 印度的发展确实带来了越来越多的印度有钱人和中产阶级,但印度仍然有大量赤贫,过得人不像人的群体,这就是它和越南的区别。 —————— 有人说我为什么不回国? 我在星球也说,我从来不否认中国的物质条件,物质享受已经是世界第一。但我个人确实也同时追求一些其它方面的东西。我每年都会回国两三个月,看望爸妈,吃喝消费。 我想说的是,事物都有双面。但中国在脱贫的成就,中国的物质生活水平,中国国内中下层,普通百姓的购买力,这些是没必要也是完全没有论据去黑的。 我们不能陷入总是是非黑白的互相说服中,一个人在某一件事上做得差,那其它事情都很差。一个人在某一件事上高尚,那他所有事情都完美。不是这样的。 —————— 我还没有说发达国家。 其实大家如果有欧洲的朋友,去对比一下当地的工资和物价也就心里一清二楚了。你不信的话自己也可以去欧美旅游一下,自己感受他们夸张的物价。 我再次强调一下,关键的是你不要即要还要。在现在和未来都是乱世的情况下,像我上一篇所说的,专注自己,过好自己,能花多少钱? 你要攀比,你觉得别人有你也必须要拥有,陷入了对不属于自己的物质的无穷的追求中,那你注定过得痛苦。举个例子,普通阶层烧钱鸡娃即使鸡出了985又有什么用?未来985的就业能好到哪去?99%概率不如现在你的工资。学历不等于好工作和上层阶级,这在早发展一代两代人的西方,已经是确定的事实。 总之,每个人有自己的消费的位置,但在同样的阶层里,中国人是购买力最好的。这篇文章只讲物质,讲购买力,这方面,中国不应该被黑。就是这样。

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wuji.hl
wuji.hl@flyertsa·
@superbridge When will the native bridge upgrade be completed?
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Superbridge
Superbridge@superbridge·
Recently we crossed $10B in volume bridged! With loads more in the pipeline, here's to the next 10 🥂
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Pacifica
Pacifica@pacifica_fi·
Pacifica is at HCM City 🌊 Anybody around for Conviction 2025, let us know and we’d love to meet 🙌 DM’s are open… Keep Swimming!
Pacifica tweet media
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Rui
Rui@YeruiZhang·
21年Dydx开盘即巅峰之后,21-22年很多交易所“高管“创业的VC币都说要对标Dydx,干死Dydx,结果最后跑出来了个Gmx… 这一波一堆“背景深厚”的链上Dex说要超越Hyperliquid,那么问题来了,会跑出来个啥样的稀奇古怪的东西呢? 说实话做Perp Dex机构背书和大哥支持是相对没用的,Hyperliquid同期的Drift和Aevo都是顶级投资人+大所支持,后面的Paradex更是做市商+大量Pro trader的网络,该下班的还是下班。 做Perp Dex是个需要非常多技能点的生意,自身不硬其他都白搭。流动性,盘口深度,用户体验等等一个都不能少。体验了现在热门的这几个,目前看都还差得远。
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Biko168
Biko168@weirdoqaq·
@YeruiZhang 这么说吧,hyperliquid用起来,两个字,舒服,是真的舒服,而且每次开单感觉都很顺手很对。aster开单😅,都要再三确认一下盘口价格,平仓体验更是烂的懒得吐槽了
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Justin
Justin@perpv2·
Over $150 billion worth of crypto tokens are being locked today. In 2025, we’re seeing a sharp rise in liquid funds and retail participants buying locked tokens. But these tokens come with two primary issues: 1. they’re hard to hedge and 2. they offer no capital efficiency. Hedging typically requires complex OTC deals or forward contracts, and usable margin that most funds don’t have, or would rather deploy elsewhere. At the same time, 2025 is shaping up to be the year of the unlock. Nearly $5 billion worth of tokens unlock each month as investors from the 2021–2022 cycle are seeing their tokens vest. Many want to hold - but without viable collateral and derivative markets, they’re forced to sell. Historically, 90% of unlocks lead to negative price pressure. In traditional finance, locked assets like RSUs can be used to secure credit. In crypto, that hasn’t been possible - until now. By enabling locked tokens as collateral, we’re introducing a new layer of capital efficiency - one that reduces forced selling and protects long-term holders, retail, and communities. This is a foundational step toward a more complete financial system and unlocks a whole new world of capital that could not be used elsewhere.
Vest@VestExchange

Introducing: Locked Collateral Margin on Vest Vest is more than just a perpetuals DEX, it’s a novel approach to building a more capital efficient, trustless, composable financial ecosystem. From perpetual DEXs to borrow lend markets, Vest’s goal is to make risk composable and transparent across an entire system of financial products, allowing participants to better price risk and optimally manage their capital. Today Vest is launching Locked Collateral Margin, allowing users to access margin collateral on Vest Exchange using their locked assets. To request access to Locked Collateral Margin on Vest, navigate to the PORTFOLIO page on Vest Exchange and click “Locked Collateral Margin” to provide information about the locked assets you wish to use to access margin. Locked Collateral Margin is the first step towards providing additional collateral flexibility on Vest Exchange - part of Vest’s commitment towards unlocking capital efficiency for traders and institutions. Have questions? Contact the Vest team in Discord or reach out through the Vest platform.

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wuji.hl
wuji.hl@flyertsa·
出来说话,脸是不是烂了
Gracy Chen @Bitget@GracyBitget

#Hyperliquid may be on track to become #FTX 2.0. The way it handled the $JELLY incident was immature, unethical, and unprofessional, triggering user losses and casting serious doubts over its integrity. Despite presenting itself as an innovative decentralized exchange with a bold vision, Hyperliquid operates more like an offshore CEX with no KYC/AML, enabling illicit flows and bad actors. The decision to close the $JELLY market and force settlement of positions at a favorable price sets a dangerous precedent. Trust—not capital—is the foundation of any exchange (CEX and DEX alike), and once lost, it’s almost impossible to recover. Moreover, the platform's product design reveals alarming flaws: mixed vaults that expose users to systemic risk, and unrestricted position sizes that open the door to manipulation. Unless these issues are addressed, more altcoins may be weaponized against Hyperliquid—putting it at risk of becoming the next catastrophic failure in crypto.

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CryptoMaid加密女仆お嬢様 .edge🦭
一个所有香港大会,打狗开发者都在偷偷聊和拆解的打狗工具。 @maid" target="_blank" rel="nofollow noopener">axiom.trade/@maid 生产力革命工具,只用了三周。就实现了业务量超过gmgn+bullx+ photon 三巨头的总和 WEB2孵化国外校园里跑出来的项目 目前不支持中文,没做中文市场,大家还有机会。 异鬼来袭了
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DW 中文- 德国之声
DW 中文- 德国之声@dw_chinese·
特朗普:“这些国家正在拍我的马屁” 尽管周二(4月8日)美国主要股指再次暴跌,特朗普依然态度强硬。当晚他在共和党国会委员会(NRCC)筹款晚宴上发表讲话时,甚至使用十分不雅的词汇声称很多国家都在“拍他的马屁”。
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wuji.hl nag-retweet
jeff.hl
jeff.hl@chameleon_jeff·
Debunking Hyperliquid FUD (Part 1: HLP, liquidations, and platform guarantees) It's sad to see coordinated misinformation campaigns targeting Hyperliquid, which have led to widespread misunderstanding of what we are all working so hard to build. In response, this series of posts provides detailed, factual explanations of how Hyperliquid works. As a community, we must actively fight FUD by spreading the truth. The tone with which we do this also matters: the best way to grow as a protocol and ultimately house all finance is to remain humble and welcome more users into the ecosystem. -- The first post focuses on HLP and liquidations on Hyperliquid. High level summary The FUD is that the Hyperliquid protocol is subject to large losses stemming from manipulation. On the contrary, Hyperliquid's margining design mathematically guarantees platform solvency. Note that HLP’s losses are isolated to the vault itself, and Hyperliquid does not depend on HLP’s operation to exist. This was true even before the JELLY incident. After the JELLY incident, there is an additional change to protect HLP from losses during backstop liquidations. The fundamental changes are to HLP, not the platform itself. HLP background HLP is a permissionless protocol vault pioneered by Hyperliquid. HLP does not collect fees from depositors, and historically has returned 60M USDC in pnl to its depositors. On CEXs, this profit typically goes to the internal market making desks instead of users. HLP plays two roles: market making and backstop liquidations. In terms of market making, HLP runs a passive strategy that accounts for less than 2% of Hyperliquid's total volume. The vast majority of volume on Hyperliquid is between two non-HLP users. Liquidations On Hyperliquid, liquidations are first sent to the book as a market order. This allows any user to participate in providing liquidity to liquidations, which is profitable flow on average. On other exchanges, this flow is internalized by the exchange as a revenue source. HLP only performs backstop liquidations, which involves taking over positions that are unable to be market liquidated. When account values go negative, the last resort for platform solvency is auto-deleveraging (ADL). ADL closes underwater positions against the most profitable and highly leveraged positions on the other side, ensuring the protocol's solvency. ADL is extremely rare but importantly targets the attacker's position on both sides during manipulation attempts as described below. JELLY incident An attacker recently attempted to exploit HLP by opening a large long and short against themself. Open interest caps allowed a position worth 4M USDC at the time of trade, but the logical issue was that HLP collateralized the liquidation with its full balance. It is false that the platform itself had solvency risks, but HLP was indeed overexposed to the manipulation. Changes made Now the liquidator component vault of HLP has capped collateral, limiting its potential loss by backstop liquidations. A historical analysis was conducted based on this new system. Apart from the JELLY incident, this change would not have caused additional ADLs in the past, even during extreme volatility. However, it would have minimized HLP’s losses during the JELLY incident to low six figures, which is far less than the attacker spent on market manipulation. In particular, ADL would have closed the attacker’s momentarily profitable long position, leaving other JELLY positions untouched. Validators now actively discuss delistings in an open governance forum on Discord. Several interesting dashboards have been created by users and validators: stalequant.github.io/hyperliquid_re…, data.asxn.xyz/dashboard/hl-r…. Market cap of the underlying spot assets will likely be an important input into delisting considerations. While delistings are important to ensure that users on the platform do not suffer from potential price manipulation, they are not required for platform solvency. New state of margining system and HLP Hyperliquid still functions as before, handling under-collateralized positions in the order of 1) market liquidations 2) backstop liquidations 3) ADL. Backstop liquidations on HLP now have additional protections to cap the total losses, making mark price manipulation attacks more expensive than the limited available gain from HLP. HLP's role continues to shrink as Hyperliquid grows, and at this point is nonessential to the protocol's operation. HLP still exists as a source of protocol yield through backstop liquidations and providing consistent background liquidity.
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wuji.hl
wuji.hl@flyertsa·
@Jskybowen Hi,josh,The USDC bridge to Noble is not working. Can you check and fix it?
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Josh
Josh@Jskybowen·
Made a working USDC intent bridge which takes orders on Base, Optimism, and Arbitrum and fills them on Flame. Took ~2 hours. Claude 3.7 is cracked.
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wuji.hl
wuji.hl@flyertsa·
so wen hypurr nft,cant wait
Hyper Foundation@HyperFND

The HyperEVM is live. This is a major step toward the vision of housing all finance by bringing general-purpose programmability to Hyperliquid’s performant financial system. The initial mainnet release of the HyperEVM includes: 1. HyperEVM blocks built as part of L1 execution, inheriting all security from HyperBFT consensus. 2. Spot transfers between native spot HYPE and HyperEVM HYPE. As a reminder, HYPE is the native gas token on the HyperEVM. 3. A canonical WHYPE system contract deployed at 0x555...5 for defi applications. The source code can be found at hyperliquid.gitbook.io/hyperliquid-do… Effective immediately, the bug bounty program will pay mainnet bounty amounts for reports within the scope of the points above. See hyperliquid.gitbook.io/hyperliquid-do… for details. For API and wallet users: the mainnet HyperEVM has chain ID 999. A JSON-RPC server for the mainnet HyperEVM is hosted at rpc.hyperliquid.xyz/evm. Node operators and other builders are encouraged to host their own RPC servers. Tooling and analytics around mainnet HyperEVM may not be polished on day one. However, there are many talented builders working to solve these developer pain points. To help with these efforts, raw HyperEVM block data is streamed realtime to S3 so that running a node is not required to index the HyperEVM. More technical details can be found here: hyperliquid.gitbook.io/hyperliquid-do… General ERC20 native transfers and precompiles will be enabled on a future network upgrade. Any ongoing feedback for these features on testnet is greatly appreciated. While these features are implemented on testnet, the mainnet releases are staggered for minimal disruption to existing users on the L1. The HyperEVM is composable with the L1 state while not affecting the low latency trading experience of existing users. Thank you to all the builders and users who have shared feedback on testnet so far. It will be exciting to see new applications leveraging and building upon the existing onchain financial system of Hyperliquid.

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wuji.hl
wuji.hl@flyertsa·
真正的社区项目:token,nft全部空投 虚假的社区项目:vc一轮,平台募资一轮,nft再割一轮
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wuji.hl
wuji.hl@flyertsa·
What I’m curious about, though, is whether that $26 million has mostly been burned through after two-plus years of operations and NFTPort’s shutdown, or if VCs pulled their funding. If possible, I’d love for @johannestknd to shed some light on this.🤭
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wuji.hl
wuji.hl@flyertsa·
In my downtime, I did some digging into @Galadriel_AI . If I’m not mistaken, Galadriel is a pivot from @nftport_xyz . With the decline of the NFT market, NFTPort had to shut down operations last May. Before that, they raised $26M from VCs, which lines up with what the founder。
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