Backing innovative teams that challenge the status quo

Joined August 2017
Bordook retweeted
we doin this again but on papertrade
8/3/2024 imajin not being bullish early on hyperliquid
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Papertrade generated $50M in revenue in its first week. Never seen anything like this, in DeFi or elsewhere. For context, Hyperliquid generated $7.7M in its first week. Back in 2021-22, Geist Finance and Looksrare earned $6.9M and $6.3M in their first weeks respectively.
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The world will be watching. Hyperliquid
Looks like it’s showtime. If Trump tries to bottom mkts this weekend watch action on tradexyz. If Leopold stocks hit discovery bound floors over the weekend, it will be a bloody Monday.
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God I can't wait for @papertrade_xyz to increase OI
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Was AI just a psyop?
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Hyperliquid was doing 1-2M a day in revenue this summer. Since mid-August, it's been running at 2-4M on most days. 38.8% of supply is still set aside for future rewards. BE MORE BULLISH. hyperliquid:native
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Citrini's biggest Crypto x Wallstreet bag is Derive ?
[ ZOOMER ] CITRINI RESEARCH PUBLISHES ARTICLE ON INTERSECTION BETWEEN AGENTIC AI AND CRYPTO, ALONGSIDE THEIR INVESTMENT BASKET: BLOG
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Hyperliquid
LOL. CME announced at 5pm Friday that it’s dropping plans for 24/7 oil trading over concerns about… staffing. Thought nobody would notice.
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This is insane. This team has been at the frontier of defi options for years. Great to see them have their breakout.
Exciting weekend flows: $450M+ notional in 24 hours. 92.4% of all onchain options premium volume. Open interest back above $4.58B. Cumulative volume crossed $40B all time. 🏆 V3 is coming, migration 6 OCT📝
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Bordook retweeted
Derive just had its biggest notional week ever. And onchain options are just getting started.
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This is huge $ZEC
🛡️🛡️🛡️Shielded Zcash transactions are now available in Ledger Wallet desktop 🛡️🛡️🛡️ I personally committed to this one. It took far longer than I expected, but it is now delivered, and that is what matters. Privacy here is not a server setting. To keep your shielded balance private, the scanning and the transaction building happen on your machine: your unified viewing key is stored locally and is never shared with anyone, including us. That is exactly what made the integration trickier. When it comes to signing the TX, the ZKP is computed on your machine (it's much faster with Ironwood now 🚀), and then the transaction is signed on your device, on a screen you can trust. Make sure your Ledger Wallet Desktop and Zcash app are up-to-date, and you're good to interact with Ironwood! Privacy is normal ✊ Stay safe.
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Bordook retweeted
yeah so basically trump got cocky after succeeding with venezuela and had a hot hand and decided to double down and strike iran in february thinking they could take over the country in a couple of weeks despite everyone telling him it was a bad idea and would drag on nothing really happened and then Iran learned that they can actually close the strait of hormuz and were unsure if it would even work but now its become obvious they can do it and feel empowered. the iranians have a longer history as a culture and are slow walking trump as much as possible as they know that higher oil prices are going to ruin his odds in the midterms and weaken him not only that but now higher energy prices are putting upward pressure on inflation and bond yields which has made the job of his new fed chair warsh who came in under a premise of potential rate cute but because of the iran war were entering a rate hiking cycle the only person in the room who was trying to juggle all of this was scott bessent but after trying to juggle everything for so long he decided he was going to try and fight the bond vigilantes to lower bond yields and declared himself as the house. but he showed up to the bond fight with hardly any ammunition and now the bond market is calling his bluff and now the bond auctions are going terrible and he looks like a fool now so now bond yields are surging export bans on diesel are being put in place as an act of desparation midterms are a total write off and the trump admin is about to spend the next two years probably fighting impeachment hearings while things continue to detoriorate and the funny thing about all of this is he won the presidency off the idea of no more foreign wars but its his own foreign war with iran that started this whole mess and now the free market is testing them all
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Bordook retweeted
Hyperliquid has not only regained all the OI since the washout on 10/10 but is even making new ATHs! This is even more impressive when you look at where other exchanges are at relative to their 10/10 level. Binance is ~20% under while Bybit ~50%.
Open interest reached an all-time high of $18B on Hyperliquid
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Zcash is the most exciting and undiscovered opportunity in crypto. It is encrypted bitcoin. It is pioneering privacy technology, quantum resistance, and AI-hardening. There is nothing out there even close to it and it's just beginning. Bookmark this tweet.
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Feel like people are underestimating what happens if btc breaks 83k. $ZEC to $1600, $HYPE to $100 with haste, name your alt 3x. Not sure how much it will take to get there, but usually these types of moves come out of nowhere.
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Bordook retweeted
$ZCSH 🤝
$ZCSH, the world's first Zcash fund, is now available for options trading on @NYSE.
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Bordook retweeted
People starting to realize that Zcash is AI-proof private money
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Bordook retweeted
Modern markets only need a short window for spectacular price action to fly: XRP post-Trump: 30b to 195b in 3 weeks Memory post-Mythos: MU ~300b to 1.2T in 2 months ZEC is at $14b with socialism rising and long term us bonds struggling. Dreamlike setup for a private scarce asset. 5-10% of BTC's value would bring it to 80-160b. The US is probably not headed for imminent debasement. Nor do I hope that fate comes. But a 1-2 month period of bubbling concern to that end could be enough nitrous to really send this thing to new heights. Even if not, I still view it as fundamentally sounder compared to BTC. Dynamism in the BTC context remains low probability --- in contrast, Zec is formally verified by Claude Mythos. The gap there is still far too wide.
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