sam -- notional.xyz

Traders’ margin is fragmented across exchanges. Notional is the first application specific blockchain to trustlessly unify margin across exchanges with extremely low latency. A single account to trade across Hyperliquid, Polymarket and more soon, with cross exchange margin.

All meaningful price discovery will move to 24/7 global exchanges It's inevitable

I extended my research and mapped every @Polymarket wallet to @HyperliquidX Out of 3 million PM users, 100,693 are also active on Hyperliquid. That’s only 3.3% of users. But those 100k wallets generate ~12% of all Polymarket volume, $6.1 billion in trades. From the other side: 1 in 8 Hyperliquid users has a Polymarket account. Bottom line: the most active capital in prediction markets and the most active capital in on-chain perps is basically the same money.

S&P Dow Jones Indices and trade[XYZ] have joined forces to launch the first official S&P 500 perpetual contract, available exclusively on Hyperliquid. For 69 years, the S&P 500 has been a defining reference point for global finance. Until now, access to that benchmark has been shaped by market hours, intermediaries, and geography. Today, that changes. The S&P 500 perp is now available 24/7/365, anchored by the official index data required for deep liquidity and institutional confidence at scale.  SPDJI helped define modern indexing. They are stewards of an iconic benchmark, the standard against which portfolios across the globe are measured. We are honored to bring that legacy on-chain. Trade[XYZ] is bringing the world's most iconic assets towards a future of global, continuous markets — a future powered by Hyperliquid.

We initially thought GLP-1s like Ozempic, Tirzapeptide and Retatutride just reduced food cravings. Now, we know they work for alcohol, cocaine, gambling and other addictions too But do you know what runs on exactly the same circuit? Falling in love GLP-1 receptors sit in the exact same brain regions that light up when you’re in love The insane thing about them is that they don’t just suppress appetite. They suppress wanting in general, including romantic craving another person Something like 60M+ people are now on anti-desire drugs and it happened in the blink of an eye I predict in the coming years, we will see people on these drugs be less able to fall in love. We will also see them fall out of love, or be unable to feel it, in relationships that were previously great If your girlfriend or boyfriend started taking GLP1s and your relationship started failing, there’s a good chance that’s why

I spent 100 hours over the past week researching, writing and editing the piece we just put out. It’s a scenario, not a prediction like most of our work. But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get expensive. And we’ve released it for free. Hopefully you enjoy it. citriniresearch.com/p/2028gi…

Really incredible how many people recognize its late cycle and plan to sell the top this time. Surely everyone will be right.