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student of the game | optimist

Joined December 2020
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2026 economy makes sense once you understand that a “business” is a marketing function to sell equity and debt, rather than a firm selling products and services to earn profits
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This should be a major wakeup call for all my conservative friends who think that the average American equates stock market performance to their quality of life. Americans care about the promises made that were not kept, we're in foreign wars which have lead to increased costs to their everyday lives. The technocratic ruling class has attempted to manufacture compliance and broad acceptance of AI while telling everyone they're going to lose their job or die. I'm optimistic for the future of this country and respect the majority of Americans voicing their opinion.
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can you feel it now the dissolution of faith onset of panic
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Massive pennant for $MU on the weekly
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lol
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Life after the binance hack
🤖 Made with AI
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Excited to bring responsible innovation to the US with you @sershokunin
trade[XYZ] launched its first market on Hyperliquid 381 days ago. Today, we are joining forces with ICE, parent company of the New York Stock Exchange, to bring perpetual futures on Hyperliquid to U.S. regulated markets. I don’t usually write long posts, but today merits reflection. For years, builders across this industry have worked to show that open, onchain markets could support price discovery, manage risk, and withstand stress to the standards of traditional market infrastructure, all while staying open when and where those markets aren’t. Our achievements stand on the shoulders of those builders. And today, the company that owns the New York Stock Exchange has chosen to build upon the work of every developer, trader, market maker, and user who took a chance on us and our markets. We share this moment with all of you. Markets are shaped by their participants. A new generation of investors trades from their phones, across asset classes, at any hour of any day. Until Hyperliquid, the right infrastructure for those markets didn’t exist. Building these markets was hard. It took novel approaches to pricing, funding, and risk, refined with real capital at stake, in markets that don’t close. It also meant earning the trust of the people trading on them. We’re honored that the community recognized that effort and responded in kind. That trust is what allowed us to grow our volumes to a ~$1 trillion annualized run rate in just over a year, to help pioneer new instruments like pre-IPO perps, and to earn the confidence of storied institutions like S&P Dow Jones Indices. That’s why ICE has chosen trade[XYZ] as its exclusive partner to bring 24/7 perps to the U.S. Shifts in technology have pushed markets toward greater transparency, better price discovery, and broader access: from the coffee house to the curb exchange, ticker tape to the telephone, the trading floor to digital exchanges. ICE helped write that last chapter. In 1997, Jeff Sprecher bought a small power-trading technology business for $1. ICE launched as an electronic energy marketplace in 2000, helped digitize major commodity markets, and acquired the NYSE in 2013. It has grown exponentially because of this appetite for innovation. That’s the partner we wanted: a partner that looks forward and embraces progress. Americans deserve access to the most innovative markets in the world, and the protections of U.S. regulation. With trade[XYZ] and ICE, subject to regulatory approvals, they’ll have both. The difference isn’t just access. Perps don’t expire, so traders never have to roll positions, and liquidity concentrates in a single deep market for each asset. Cross-margining enhances capital efficiency by letting one pool of collateral back positions across stocks, commodities, and crypto. Underpinning it all are atomic clearing and settlement, real-time risk management that enables continuous markets, and universally applied rules that anyone can verify. This is the next chapter we’ll write together. My responsibility, our responsibility, is to now build markets worthy of the confidence our partners and our users have placed in us. Our commitments will not waver: to fair and transparent markets, to diverse markets, to low costs of execution, and above all, to market integrity. All of this in pursuit of one thing: A universal exchange, open around the clock, coming to the United States. We’re proud to have deployed more than 100 markets on trade[XYZ]. But measured against the opportunity ahead, we’ve barely started. There is an enormous universe of assets we haven’t reached, alongside things people want to trade that have no established market at all. Wherever there is demand to trade an asset, we want trade[XYZ] to be where its price is discovered. Global stocks, commodities, bonds, pre-IPO companies, compute, new indices, digital assets, interest rates, equity baskets, volatility products, alt assets… Anything. Anytime. Anywhere. Ultimately, everything you own should work with everything you trade. Picture a headline breaking on Saturday night. You should be able to post tokenized shares as collateral, hedge your portfolio with an index perp, add exposure to oil, and take a view on a company that has not yet gone public. All in one account, all on one risk engine, before any traditional market opens. trade[XYZ] and Hyperliquid were built for this. I hope someone opens their first investment account years from now to find that trivial, and to wonder why their predecessors needed so many separate financial relationships. Getting there will take liquidity, reliability, trust, and prices people have reason to believe. It will take years. I’m prepared to spend them. Finally, a few thank yous. First to the XYZ team: For the tireless nights and for committing to this vision before it was obvious. To Jeff Sprecher and ICE, with special thanks to Michael Blaugrund and Trabue Bland who championed us throughout: You’re a world-class, technology-embracing team that proves innovation and scale are in fact not at odds. To Stan Druckenmiller: For your partnership and helping us turn the next page. To Hyperliquid Labs: For being the best partners we could ask for. You set an impossible standard, one we continually strive to meet. @chameleon_jeff, @iliensinc, @xulian_hl And most importantly, to our users: You traded these markets when no one thought it mattered. Guess what? It did.
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negative thinking destroys your brain being a silly goose and delusionally optimistic is the ultimate longevity hack
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If you’re above 110 IQ, silicone ear plugs are a certified performance enhancer. You have no idea how much constant background noise is frying the finer faculties of your brain. Life for most of history was eerily quiet. I’m talking 1/1000th the amount of sensory inputs. Your hunter gatherer brain is attuned pick up on the most minute disturbances. Footsteps, snapping twig, burrowing rabbit etc. Now it inundated with constant road noise, humming appliances, and 3-5 different languages being spoken at your local coffee shop. Tune it all out. It’s like a big hug for your nervous system
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A brutal year for Bitcoin is just getting started. Give me three minutes to explain why you should dump it now. Outflows from ETFs are signal and will continue. We will test the 57k low again in the next 12 months. Why? Because there are far too many dynamic places to put your money that are creating MUCH more value. Why put your resources into a dead network that offers nothing beyond a store of value? What's the point of place the BTC be if Bitcoin's Ponzi-scheme nature has gone away!?! The viral nature of bitcoin was it's power... if you didn't own you were MOCKED! Now? Completely reasonable, heck, SMARTER, to ignore bitcoin and place other bets! No one is trying to convince people to buy Bitcoin anymore... the memes and NFTs are gone. No one is saying $ BTC can change the world, because it won't — and BECAUSE AI HAS! Just sell and shift from Bitcoin to Super Intelligence because one provides little to no value, and the other provides unlimited upside for humanity. This should be obvious to everyone right now. Bitcoin will never break its all-time high again.
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All doom porn aside. BTC had a weekly and monthly bullish structure shift and is retesting what should be support. US500 and Nasdaq have yet to have any HTF (3D/Weekly) downside structure breaks. A ton of alts are also retesting weekly demand after HTF bullish structure breaks. Weird spot.
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Full page ad in WSJ against tokenized equities:
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not only am i not worried about the crypto community's ability to handle the upcoming ai/quantum threat, i will venture to say that in the next 2 yrs the world will realize crypto is far better prepared for it than the rest of the internet and finance. we've had a trillion dollar *irreversible* honey pot for a decade, producing a far more battletested system and adversarial security culture than pretty much anywhere else on earth.
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Today, as our first small public step, we're launching a preview of our storage network: storage.evospace.si. We invite you to try it and give us your feedback. Whilst building it, we identified a significant security and data-loss vulnerability in Autonomi, with the help of our agents (our project involves a fork of Autonomi's code, and we thank Autonomi for their contributions to the community). Autonomi is a decentralised storage network whose premise is permanent, secure data. This vulnerability could allow data stored on Autonomi to be deleted by attackers, undermining that core premise. Our storage network does not have this vulnerability. We notified Autonomi of this last week and are giving them time to fix it before releasing more details. Once we've tested our network, we're aiming to deploy several important (patent-pending) applications and technologies. We want a strong foundation and cornerstone for the rest of our applications, and we did not find any existing decentralised storage network or permaweb to be suitable, so we built one which we think is better for our use case, and potentially for many other use cases. Storage is only one small part of our broader project. We aim to release further parts towards our goals, including the preservation of data; adding a new way for agents to interact with other agents, humans and various other combinations, in a more formal, verifiable, efficient and traceable manner; and helping SI become more truth-preserving and accurate. We are aiming to launch four parts: PART 1: a decentralised storage network PART 2: a completely new interaction framework between agents, humans, and various combinations of actors, with very many emergent properties and applications PART 3: an inference layer PART 4: broader emergent properties and an alignment approach DARWIN, CA: 0x511f76a3de41f000ec11ea4fd212fb3587c6cef3 is the native token for our platform. Responding to speculation, we would also like to clarify that our lead devs are Victor Muraviev (@0xVM7) and Daniel Newton (@Daniel_Horizon_). Aligning.SI is headed by Victor Muraviev, and alongside Victor, Dan has been a core figure in engineering and implementing the broader visions outlined by Victor. Further engineering contributions may be credited with further releases later on. More to come soon. Thank you for your interest. EvoSpace.SI, built on research by Aligning.SI
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I don’t really understand this … THe traders who make real money are all at hedge funds etc. My friends at citadel Brendan Howard .. millennium etc make 40-50mm a year consistently for years … Very common knowledge that the traders at the big hedge funds make 100mm+ Not a single one of them wants to be w celebrity … even John Paulson etc who made billions as traders only became famous cuz movies were made about them It seems the only “celebrity traders” are the one who made some money deploying rugs on pump fun and posted vlogs spending cash … A top 10 hype airdrop recipient who made $110mm on hype and another 20-30 consistent year after year on his account just bought a 40mm dollar house in palm beach near me. He has like 70 followers on twitter. lol I think this trader celebrity thing is only for people who aren’t real traders. It’s for young kids who don’t know what a real trader is and for them to scam their way to to wealth cuz they couldn’t as traders When I made real money I literally left nyc and moved to middle of nowhere in Midwest and Palm beach house for winter. No real trader who can make money from actual trading has ever wanted to be a celebrity or a content creator lol Nothing wrong with the guys who do.,, but let’s not confuse ?
the rise of traders as celebrities makes a lot of sense to me most people can't realistically become the next LeBron, but they can learn how to trade from someone who started out just like them that relatability, combined with the potential to make money, creates a different kind of connection between traders and their audiences i expect that to become a bigger part of the social trading
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almost a year later, kinda wanna revisit this the title reads like a direct counter to long degeneracy, but that's not really what i was going for - i may or may not have clickbaited. long degen is more of an investment thesis about owning casinos (which i agree with, s/o jez), while short degen is from a trader / gambler pov about knowing when to leave the table i think it's fair to say gambling has been pretty -ev since the article. perps have gotten increasingly difficult and memecoins are becoming a more solved game with lower ceilings. there's been plenty of opportunities to compound wealth recently, but i haven't seen many newly minted gambling millionaires the framing i was going for was more of a call to return to long-term games, whether that's building something or developing better trading habits, rather than trying to gamble your way to millions. the glory days of that are behind us sadly, at least until there's a net new game and we get another pumpfun or hyperliquid moment definitely sucks, i enjoy nothing more than making a ton of money gambling in a new, inefficient market. still not really sure what the next game is or if we even get one. we've seen attempts at new games, but they've mostly been reframings of or things built on top of existing ones: stock pairs, 1000x lev, etc. cool things, but not quite the 0 -> 1 moment needed to create an entirely new game guess going forward the focus continues to be on thesis-driven trading/investing until there's something new where you can turn your brain off and gamble. can probably still long existing casinos and do well. don't think shorting casinos is ever a great trade, given how reflexive they can be in risk-on conditions. think the best way to express short degeneracy is just practicing better habits and playing better, longer-term games. more or less, un-fry yourself buy cool things that ppl use, made by good ppl. simple as
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just copied a $400m company in 5 minutes... asked @indeixcom to rebuild coinmarketcap rankings and data dashboards on the full port site this plus hundreds more dashboards and token pages all live in minutes
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Probably half of the stuff that still happens in crypto are nostalgic echoes of past euphorias It only makes sense if you look backwards and pattern match to what happened during previous cycles xitter.gq/RuneCrypto_/status/211…
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