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20?? Math ain’t mathing for many lol just realized I used to love combinatorics .
For anyone with more such problems @hamptonism try out 102 combinatorial problems by titu andreescu and get ur brain blown away
PDF:
rainymathboy.wordpress.com/w…
Tradfi gets the price they deserve for @HyperliquidX i.e, 3 digit minimum for all CT if haven’t had any exposure to $hype until now it’s better to search for other jobs.
Damn never in my timeline today I could’ve predicted that Elon would quote tweet @tradexyz @HyperliquidX to 100$ today
Few people realise what’s happening in bio tech and it’s breakthrough.
Check out bio/acc or follow @m_goes_distance to get an infra of the flow state in pharma/bio happening right now at the wet labs.
Anthropic at 25-30x current run-rate looks expensive on the surface but the reality is different here’s why:
On the compute side: previous market repricing (spot GPU/cloud prices moving, contract resets) is real and already priced into these deals. Anthropic’s edge is they contracted ahead of the curve, improved inference efficiency fast, and turned a fixed cost base into a scaling advantage. If utilization stays high, the math works the leverage is exponential.
Compute costs already collapsed from 251% of revenue → 48% in ~12 months revenue per compute dollar from $0.40 to $2+. They’re locking in massive multi year capacity now via take or pay and minimum spend contracts with the hyperscalers and others.
As that capacity gets utilized and revenue scales toward the $190-200B 2028 numbers they’re underwriting, the multiple compresses hard while the absolute valuation can still climb which is a Classic leverage.
At last all you need to be right before keeping your funds is to regularly calculate intelligence per watt ,intelligence per $ and how the previous compute contracts are gonna reprice.
$ANT
BREAKING: Anthropic officially files its S-1 registration statement for an IPO, seeking to list on the Nasdaq under the ticker symbol $ANT.
FULL SUMMARY OF ANTHROPIC'S S-1 FILING:
1. Anthropic posted H1 2026 revenue of $16.3 billion with a net loss of $80.7 billion
2. Anthropic says it does not expect to pay a dividend "in the foreseeable future"
3. Expects to spend up to $120.5 billion on SpaceXAI and Nvidia compute
4. Expects to spend up to $114.5 billion with Google through 2033
5. Revenue growth rate "may not be sustainable" and "may decrease"
6. May be required to seek additional financing "sooner than expected"
7. 5% of Anthropic's shares will go to the "Anthropic Public Benefit Fund"
8. S-1 includes warnings of AI's "catastrophic existential risks to humanity"
Markets currently expect Anthropic to raise as much as $100 billion at a valuation of ~$2 trillion.
The company is reportedly targeting an IPO in the week of November 16th.
If you think of it in a way @TxFlow_L1 has took a different route and made the barrier to liquidity a whole lot easier for their traders while they used a portion of Hyperliquid API.
Team said that API is 3% which makes it the pure compatibility layer so every bot, MM, and tool already built for HL can point at txflow with almost zero rewrite this drops the barrier to liquidity to near zero.
core is 80%. consensus + matching engine built in-house from scratch. HL’s is closed source anyway so there was nothing to fork.
Time to be bullish ig!!!
DYOR NFA!!!
Seen a few posts claiming TXFlow is a Hyperliquid fork. Here’s exactly what we did and didn’t do:
Bridge(10%): Yes. We use Hyperliquid’s bridge contract. It’s held billions in user funds and has been battle-tested in production for years. We weren’t going to re-invent custody code when a proven contract already exists.
API(3%): Yes, by design. Our API mirrors Hyperliquid’s so builders already integrated there can plug into TXFlow with minimal changes. That’s a compatibility decision, not a copy of their system.
Core(80%): No. Hyperliquid’s consensus and matching engine are closed-source. There is nothing to fork. Our consensus layer and trading engine are built in-house from the ground up.
Happy to go deeper on any of this.
“XTEN will TENX and reach TEN Dollars in 2027”
What a coincidence:
@extendedapp ticker is $XTEN
Pre-market price and polymarket odds are currently near $250M which gives an approx $1 per point
TENX(10x) from here is $2.5B with $TEN dollars again.
will comeback to this
“XTEN will TENX and reach TEN Dollars in 2027”
Looks like universe made this framing happen 😅🤫
@derteil00 and panda land accepts it.
A new IQ test ANONS!!!
CT is so pissed that S0 of @TxFlow_L1 rewarded much more than they expected for early alpha users and spreading fud .
Don’t forget when CT is pissed on vlad during lighter high volumes before TGE.
Don’t forget CT trashing variational before points season calling it with high spreads.
The best time to farm it is now whether it succeeds or fails the loss is going to be the most minimal of all time.
Make your choices with this info.
Everyone who leaves @TxFlow_L1 will comeback at the end of q1 when they realise the following updates:
The validators currently being trusted will migrate to trustless just like hyperliquid did near to TGE.
The bridge gets closed and they issue native USDC as they mentioned in the docs I’m fine even if they don’t.
The same thing happened with variational with slippages during inception.
Those who keep farming in the first few months will win at least that’s my view.
TxFlowがHyperliquidのナラティブを踏襲していることは彼ら自身最初から明言しており、そのうえで良い部分を取り入れるのはごく当たり前の話。
引用元にもあるように、ブリッジとAPIを流用してるのは本人たちも公言してるし、セキュリティ的にむしろ妥当。そしてその互換性はweb3の良さそのもの。
またHyperliquidのコアはオープンソースじゃないのでフォークしようがないし、そもそもL1からPerpまでまるごと作るってのはAMM DEXのようにフォークでどうにかなるレベルの話ではない。
TxFlowを触ればUXの良さは一目瞭然だし、プロダクトの完成度の高さやマーケの上手さはCEXの知見があるからこそだとも思う。
中央集権的だという指摘も、TxFlow自身が現在は「trustlessではなくtrusted operator」だと認めてる。
最終的にはUSDCをネイティブ発行してブリッジ自体をなくす構想だと、以前の記事にも書いてる。
また初期にバリデータが分散してないのはTxFlowに限った話じゃない。なんならHyperliquidも2024年まで、ブリッジは4バリデータの3/4マルチシグだったはず。
TxFlowが成功するかどうかは別として、中途半端な理解で批判を引用して知ったかしてる人たちには正直モヤっとする。
俺は応援してるよ。
anon_x🕯️ retweeted
Seen a few posts claiming TXFlow is a Hyperliquid fork. Here’s exactly what we did and didn’t do:
Bridge(10%): Yes. We use Hyperliquid’s bridge contract. It’s held billions in user funds and has been battle-tested in production for years. We weren’t going to re-invent custody code when a proven contract already exists.
API(3%): Yes, by design. Our API mirrors Hyperliquid’s so builders already integrated there can plug into TXFlow with minimal changes. That’s a compatibility decision, not a copy of their system.
Core(80%): No. Hyperliquid’s consensus and matching engine are closed-source. There is nothing to fork. Our consensus layer and trading engine are built in-house from the ground up.
Happy to go deeper on any of this.
For everyone that feels @TxFlow_L1 is just a @HyperliquidX fork here’s the answer.
The team has responded quickly and it’s pretty legit to show what exactly happened.
Anyone would’ve used the battle-tested best metrics for some of the features if they are meant to be more composability for the builders .
TBH this is slightly bullish in my view.
This tweet is all I need to keep farming @TxFlow_L1 .
Seen a few posts claiming TXFlow is a Hyperliquid fork. Here’s exactly what we did and didn’t do:
Bridge(10%): Yes. We use Hyperliquid’s bridge contract. It’s held billions in user funds and has been battle-tested in production for years. We weren’t going to re-invent custody code when a proven contract already exists.
API(3%): Yes, by design. Our API mirrors Hyperliquid’s so builders already integrated there can plug into TXFlow with minimal changes. That’s a compatibility decision, not a copy of their system.
Core(80%): No. Hyperliquid’s consensus and matching engine are closed-source. There is nothing to fork. Our consensus layer and trading engine are built in-house from the ground up.
Happy to go deeper on any of this.
Time to get a free @ProprXYZ account ANONS!!!
Possibly upto a $200k challenge account
My capsule #10191 on @DRAWUPxyz was empty. 84 in 100 are, refills 00:00 UTC.
34 pulls left today, 4 prizes in them.
pull on my link: your capsule is 2x likelier to hold a prize.
0.5% hold a $200,000 account. every rate onchain.
drawup.xyz/c/bosxnw
The second worst decision @Quantzilla34 might take after heavily farming hotstuff,grvt and @extendedapp is to sell at TGE before getting EU license.
Anyways he is one of the great quants I look upto and I hope he succeeds well .
Damn this is pretty sleek
The IDE era is dead.
Introducing Reason, the AI Teammate for work and code
We made Reason manage customers, build itself and also make this video.
Pareto-frontier on Terminal Bench 4.0 and DeepSWE
Now you can try it for free -> reasonmachines.com
WTF What kinds of pivot is this🤷
BREAKING: 🇮🇳 Raymond is set to become Raymond Aerospace, Defence & Engineering Limited, as the company shifts its focus towards aerospace, defence and precision manufacturing.
The company is expanding its manufacturing base in Andhra Pradesh, with around ₹1,000 crore planned for aerospace and automotive projects and thousands of potential jobs.
The Raymond most Indians know for its suits is building a very different industrial future in India.
To all the perp dex farmers it’s time to act and fight together:
@extendedapp and @variational_io have been releasing in the next two months.
To be honest 2026 perp dexes from q1-q3 have been failed utterly if you have seen cascade, hotstuff, grvt, standX, based, edgex, paradex etc etc
While the best ones like @Lighter_xyz and @HyperliquidX are doing very well.
For upcoming 2027 we are still farming many points from various worthy perpdexes like @arcus_xyz , @TxFlow_L1 and @risextrade
To be honest these are comparable to @extendedapp and far less than @variational_io so in order for them to succeed the community giving a fair value for @extendedapp and bullish sentiment for @variational_io is more necessary for the future.
My fair valuation for @extendedapp q4 would be upward of 400M fdv because of the EU dominance and first mover advantage with killer partnerships and upcoming micd license.
For @variational_io it’s much harder to decide at time of TGE personally I’m tending upwards of $55+ given the api launch and strategic partnerships announcement.
NFA DYOR
WHhat are your views ANONS??
Excited for this kick ass live experiment to copy from @hufhaus9
Study @hufhaus9 - one of (if not?) the most profitable pair trader of a platform with 2BN+ historical volume.
...ran $25K to $100K up live and in real-time on a challenge account this year, and soon you'll be able to copy trade him in 1-click, all on @pear_protocol.
Looks like Bayesian probability for crypto bull trap is popping up stay safe ANONS!!!
This may be my last tweet before shit goes down. I’m an AI researcher whistleblower. I work for one of the biggest labs in the world. There is currently a major cyber attack going on for days attacking US electrical grids. They are hiding this from the public. We are on the verge of a potential disaster that will make Covid look like a playground. Prepare for the worst
Readers added context they thought people might want to know
No reports from CISA, DOE, NERC or major outlets confirm a major ongoing cyber attack on US electrical grids being hidden. Outages are at routine low levels (~30k customers). Real threats exist but not this claimed disaster.
poweroutage.us
cisa.gov