Cyberphunk BD LEAD @pear_protocol CONTRIBUT000R @Castle_labs my opinion is my own, no link with PEAR\CASTLE
Budapest
Joined February 2022
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C-l 🏰🍐 retweeted
BULLISH: Pair Trading is Now Automated
Build and trade your charts.
With multiple assets. Pick any direction.
And you just might become as bullish as @andyyy
@ironflowsh x @pear_protocol
C-l 🏰🍐 retweeted
So much going on in the Hyperliquid eco at all times.
None stop building by the team & community.
Fundamentals only grow stronger each day.
$HYPE eventually benefits from anything big happening globally.
There'll always be a bull market somewhere, HL will eventually house it.
C-l 🏰🍐 retweeted
every top market green, and not a single buyer to thank.
btc shorts ate $11.86m in liquidations vs $1.67m on longs, a 7 to 1 squeeze. yet open interest fell ~3% and funding sits at baseline, ~0.00125%/h.
that is short covering, not conviction. nobody is paying up to stay long.
meanwhile etfs pulled ~$228m out last week, 10y yields sit above 5%, and fear and greed is a flat 50. institutions are selling into the strength the squeeze created.
for pairs this is the setup that matters. when the rally is mechanical, alt outperformance is borrowed, not earned. stretched spreads like btc vs ada, 2.73 sigma with cointegration intact, revert harder than in a real risk-on regime.
wait for funding to confirm before treating this as a trend.
C-l 🏰🍐 retweeted
The portal will remain open for >1 year so there is no rush to migrate if you plan to hold your tokens.
Any unvested tokens can be claimed as usual and migrated over at your own convenience.
More details on Monday 19th October.
C-l 🏰🍐 retweeted
everything is accelerating. i just met a founder who said yes to an elfa enterprise plan in 20mins (first call btw).
turned out he has been building what elfa offers for a long time, "so this price for this being done tonight is good deal"
more interestingly, he caught on to what elfa is really doing in such a short time
"if elfa really is what u've described it to be, i think its a 1B by 2027"
"ai is good at information synthesis. it's what its best at.
i want api that gives as much useful and accurate information as possible, so my product can orchestrate/synthesize it to be as helpful as possible.
once my company finds pmf there will be hundreds of copycats. so elfa will print. api business is high margins so i dont see why this cant be a $1B business"
C-l 🏰🍐 retweeted
Ecosystem grew so much i had to redo the whole gen logic to fit all apps. Good problems to have
Intern notes from @lighter_xyz's Q2 Investor Call
> 100% of revenue keeps going to buybacks. 6M LIT were bought back in Q2, while half the circulating supply is currently staked. Staking yield has a 6% target
> Token burns will be performed. Value from Lighter products and services will keep accruing to tokenholders rather than having a hybrid equity/token model
> Lighter is operating the world's largest proving infra: 3053 Apple Silicon Mac Minis optimized for high-throughput ZK proving. The system processes hundreds of millions of orders per day, then uses ZK proofs to verify batches of trades, cancellations and liquidations approx every 30 minutes.
> Infra optimizations helped cut costs by more than 50%. P99 latency over WebSockets was also reduced from a variable 200ms+ to 55ms. A detailed technical post will be shared soon.
> During Q2, a fireside chat was held with Vitalik, and @l2beat independently verify Ligter's escape hatch
> More than 25 new RWA markets have been added during Q2, including STRC, SpaceX, and pre-IPO futures like Anthropic and OpenAI. OI grew steadily (currently 21.5%), with volumes sustaining around 12% of the platform's total
> The Beta RFQ program processed more than $1B in volume, materially improving execution for RWAs and long-tail assets
> Advanced TWAP, atomic orders, and chase-limit orders are now live on mainnet, with more advanced order types being developed
> USDC and ETH are live as collateral, with ~ $4.2M ETH currently on the platform. Q3 Roadmap includes more stablecoins, tokenized gold, LLP, BTC, stocks, alongside a risk-margin model for correlated positions
> Long term, Lighter wants users to post tokenized equities as collateral and reuse that margin across perpetuals, options, and yield opportunities
> Lighter is now available through the @RobinhoodApp Wallet. The instance features volume-linked fees, and a 50/50 revenue share with higher maker fees. 11M LIT incentives will be distributed on the instance
> Lighter is expanding distribution across crypto-native and mainstream consumer businesses. Integrators have generated $6.4B in total volume, including $2.7B in retail volume through the @wallet_tg integration
> Lighter does not plan to compete as a general-purpose blockspace network. Instead, Lighter EVM is intended to provide revenue-generating trading infrastructure: an admin layer, with atomic execution and a programmable interface to Lighter’s matching engine
> Roadmap includes Lighter Domains, independent execution environments connected through Lighter EVM, and shared canonical bridge infrastructure
> Options are a central part of the roadmap. They will cover both RWA and crypto markets and enable on-chain structured products and yield strategies. Lighter also expects its derivatives-license work to cover options
> The ecosystem keeps growing, with 60+ apps built on top of Lighter, as reported by Lit Hub
> Team is working closely with the CFTC on a path to becoming a regulated US exchange capable of serving US customers. Regulatory progress could unlock institutional adoption and additional distribution opportunities, with ZK-based counterparty permissioning as a way to support KYC and institutional compliance without publicly exposing user data
C-l 🏰🍐 retweeted
L'Histoire le prouve : la France est jalonnée de crises où elle semblait perdue, mais elle a toujours fini par se redresser.
De la guerre de Cent Ans aux deux Guerres mondiales, chaque effondrement a déclenché un sursaut. Une nation qui refuse de mourir !
Vive la France ! 🇫🇷
C-l 🏰🍐 retweeted
After having read some docs on @DefiLlama and going through their universal-token rankings I came up with a basket Idea for @pear_protocol
The tokens/coins are seperated into different categories based on metrics such as volume, fdv, token unlocks, transparency etc.
So I longed some of the AA and shorted some of the BB tokens
The strategy is called "Intra-industry Momentum Series" and offers less upside than simply longing the winners (Time Series Momentum Strategy), but in contrast experiences less max DD on average
@agent_pear gave me a 0.42/0.58 beta ratio on 1d tf
Ladder orders are in place:
xitter.cf/NewEra_HL/status/21115…
gPear
set the trap on baskets with @pear_protocol ladder orders
very nice way to visualize this concept and how your orders will be split
but but new era isnt that just a dca? no sire, sit down and learn
-trigger is a price hit not just a time interval
-dca/twap is on a fixed schedule, ladder orders are flexible and reacts to the market
-capture pullbacks vs ignoring price movements
app.pear.garden/trade?referr…
C-l 🏰🍐 retweeted
TWO THINGS can be true
Euros got flooded with BAD immigration
&
Europa is facing a MASSIVE disinformation campaign.
Anyone who doesn’t agree two BOTH points,
Is <83 iq or MALICIOUS
C-l 🏰🍐 retweeted
quebec decided in 1997 that daycare should cost about as much as a sandwich, and now it has one of the highest rates of working moms on earth. the rest of canada spent 25 years calling it a weird quebec thing and then quietly copied it
C-l 🏰🍐 retweeted
Both of you need to sit down and shut up and work together. I will not tolerate either of your stupid boy egos being put ahead of victims and losses. End of fucking conversation.
Delete it, kiss and make up, share info and intel to help victims, take down this entire operation, and ensure it never happens again.
