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you have to onramp to HL by buying on CB or binance so this is a bit tonedeaf until we have direct HL onramp
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Overfit a classifier on top of your trades and take the exact opposite of what it says is immense alpha. The real value of de prado
@quant_arb
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Secret undercover deal between Alameda and Jeff to create attention for hyperliquid.
SBF wants revenge on the other exchanges/CZ for driving him to insolvency when they were equally hand-in-cookie jar.
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I don’t think the same capital is chasing crypto and Chinese internet stocks. Everyone that’s selling crypto went to cash. Almost everyone that would have bought crypto did not buy Chinese stocks.
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My friend fucked up the entire tsla assembly line bottleneck with a bug when he was an intern and cost them a ton of money.
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what you are describing in terms of working on the economics after expansion makes sense if we held stock, but we don't - there's zero obligation to transfer any financial success to the token. Hence it is imperative to implement the mechanisms algorithmically from the get-go
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Not really. Stop larping as a marketmaker.
Yes I like therobotjames too, he helped me make a lot of money.
Holding spy (or AI). Buying hype or trump on launch. Chillguy, etc etc etc
Small accounts simply getting ahead of bubbles is the easiest way to make money in this market.
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got a sortino of 21 backtesting my new daily strategy
*sighs in annoyance*
WHERES THE BUG
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literally better than solana in every way as an L1 while also being better than binance as an exchange and the first ever community provided orderbook liquidity protocol completely different from any LP shit, which no non-elite marketmakers will ever be able to recreate
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>Anyone who thinks about this will admit that a guy who does that is actually in the wrong, and weak. He wasn't straight up about his feelings to her at the start.
No. It's disrespectful to be 'straight up' about feelings with someone that is in a relationship.
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>the way college admissions works is awful and horrible
you: well here is how they work
We already know how they work, and we think it’s morally wrong and ineffective. Your either giving a value judgment that the process is good (which is what it seems like reading the thread below your post where you judge the essay and describe how they are looking for ‘a positive impact on the world’) or your not adding anything.
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first the comprehensive 'guide' which was like a selection of random definitions of basic terms and now this. wtf
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My point wasn't about fee. bank->CB -> arb ->hype ->arb->CB->bank
vs.
bank->CB->bank
is worth a $600+ fee premium for normal people.
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thank god im still trapped in a short on drift from months ago because theres zero liquidity and ive written off the money because support was not helpful
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On a cruise ship, if most people jump off they would successfully start a colony on an island and nobody dies. If minority jump off for no reason they die and the ship continues. Which do you choose?
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Code it in python. start risk scaling vol. Integrate with the API, improve with some more signals and combine with regression. some port opt w factor cov matrix estimation and adjust/shrink. Improve execution/microstructure, etc. better infra.
Mfw eventually your a market maker
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he went after all the legit companies and left the worst alone.
he clarified no workable regulatory framework and ruled through bad enforcement.
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Even better, they should integrate with hyperliquid on their backend and their crypto features should just be simplified to a hyperliquid wrapper with a blacklist/whitelist.
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the real edge is to print 500 million with a sharpe of 0.6 because your sales could talk about football. few
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anyone else shilling = pathetic
based Remilio shilling = contributor to immaculate cultural lore
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hyperliquid is more similar to solana than it is to drift so these sort of comps are nonsensical. undervalued and has a lower multiple
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I've published like 50 pages of graph theory research. Theres zero chance anyone has ever made money with anything even slightly related to graph theory.
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+for a network supposedly deriving security from the value of the token - the value has to grow in tendem with network growth or your security is non-existant. This is the reason they don't open the pools. Somebody could literally market buy all the link and break everything.
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piped.video/watch?v=1f6N2UrC…
wish I watched this before college
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On Solana the validator is free to reorder, delay, or sandwich before the user-level matching routine runs. ‘Solutions’ to this are not scalable. Every market is a giant mutable account. A limit order takes a write-lock on that account, meaning only one order per market can be processed per banking thread at a time. Locks are capped at 12 M CU per block per account and 48 M CU per block in total.
Hyperliquid matching is hard-coded into the kernel; each order is just an 8-byte write in the validator’s mem-buffer before the next HyperBFT round.
Limit-order flow is the heaviest, most latency-sensitive workload in crypto, yet on Solana it fights every other program for CU, account locks, and fee-market priority.
Hyperliquid is CEX-level throughput, deterministic fairness, and a single pool of liquidity that every EVM contract can tap in one atomic call.
Solutions to this involve moving off Solana or other bullshittery which defeats the entire point.
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MMs can simply buy hype... What about this are you not understanding.
How do you think tradfi MMs build up inventory? Calling the CEO of nvidia and asking them to give them shares? lol
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200k election financing? Are you serious?
It’s like if someone misrespresented a snickers bar in todays economy.
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The truth is medallion fund etc are all engaged in state sponsored market manipulation /inflation.
I mean come on, hiring these esoteric mathematicians and music majors and crazy equations. It’s all a bunch of obfuscation for plausible explanation for the return. Oh no it’s not fraud it’s our super magic genius math you’re just too dumb to understand.
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LSTs benefit hype. precompile-based applications benefit hype and are the future of finance.
I agree farmers are in the wrong places but I disagree.
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I just gave a series of real world hypotheticals that illustrate actual human social behavior and the absurdity of ‘blue pill’ in practice.
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this might make sense if you ignore that modernity has massively destroyed skin, general health, and teeth.
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@KyleSamani @multicoin statements are in complete contradiction to every prior thesis and statement ever made, simply because they own one horse and not the other. And then imply encouraging lawfair to stifle the industry.
Without pivoting to hyperliquid, your firms supposed thought leadership in this space will simply be over for good. Just a few receipts for the road:
nitter.app/KyleSamani/status/1418…
nitter.app/KyleSamani/status/1418…
nitter.app/KyleSamani/status/1418…
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Only 40%? Tbh that’s an endorsement. I thought it would be closer to 90%
Research shows more than 40% of master’s degrees aren’t financially worth obtaining trib.al/MIBWiLY
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if by having the proper setup you mean spending over 200 million dollars before making 1 additional penny then sure
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Until you realize LFT is really all about collecting fees and you might as well sack most of the research team to hire sales
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It’s so everyone has equal quantitative measures and they can go off pure discrimination for admissions without anyone saying anything.
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they did an internship as a sophomore working on some random infra and didn’t get a return offer
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Wdym? If you get hired at Jane, etc you’ll learn everything you need there anyway.
What’s the alternative? trade your own measly capital or attempt to raise w/ no real experience?
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What about deporting the illegal immigrants working in construction so it requires 30x more labor cost to build the house and constricting the rate at which houses are built?
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Wait until you find out they gave me millions of dollars for free (initial capital under 20k)
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