middle earth
Joined July 2009
Introducing Intel Trade. Hyperliquid established a new paradigm: All Finance on-chain, with full transparency. Intel turns that data into Intelligence, giving traders the tools to make better decisions. After a gated F&F phase, Intel is now opening access to more traders.👇
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And the most important thing is that once Trump finally cuts off even the sale of weapons paid for with European money, all intelligence sharing, and access to Starlink (and I think he will go all the way, because he's gone too far in his hysterical terror of the coming electoral defeat and has completely lost his head over promises of corrupt deals with the Kremlin) -- Putin will no longer have any use for him. Trump will have done everything he can possibly do to hurt Ukraine, forced it to find at least partial replacements for everything American, completely and irreversibly destroyed the last remaining shreds of the Western world's trust in the United States and America's role in the free world, and then he'll be tossed onto the garbage heap by Putin without getting anything substantial in return. I don't think Putin and his mafia consigliere will even have to keep dangling the carrot in front of Trump and his cronies after that. Trump will stubbornly keep shooting himself in the foot over Ukraine until the bitter end, keep salivating over promises of "$12 trillion deals," and never, ever admit to his own greatest mistake.
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btclone retweeted
we're getting close to opening go mode for the first people registered. and every wallet can now run 2 agents, in go mode and builder mode, live now. get in line at priors.trade/start
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btclone retweeted
Ascend is the launchpad for Elysium’s next generation of projects. Our responsibility extends beyond launch day. We think the protocol token model is broken Platform revenue can grow while the projects generating it lose liquidity and momentum. Constant rotation keeps the business earning without requiring individual projects to succeed. A protocol token adds more liquidity fragmentation. Buying it back directs revenue toward the platform’s token rather than directly supporting the projects generating those fees. We are rebuilding the launchpad model around continued investment in builders and the ecosystem. Our revenue model funds creator payouts, buybacks and liquidity support for qualifying projects, and $HYPE and kinetiq:native buybacks. The activity projects generate on Ascend create the resources to support their continued growth. Those who support us early and consistently won't go unnoticed. Hyperliquid community, this is the part of Ascend we’ve been waiting to show you. Our upcoming NFT collection introduces that part of Ascend. Free mint. 500 Ascend NFTs. Three tiers. The collection is being designed around enhanced participation in Ascend. Those who hold these will receive upside in the success of our protocol, in the form of ███████████████. We will set aside WL for KNTQ & HYPE holders, early Ascend supporters, Hypurr NFT's, Hyperliquid communities, partners, and builders. Building on Elysium or running a Hyperliquid community? DM us. We're watching those who follow our journey. 👁️
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btclone retweeted
The only value accretive L2. General-purpose for @HyperliquidX. Now live on testnet.
Testnet for @Enter_Elysium is now live. Usher in @HyperliquidX's general-purpose endgame.
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Kinetiq Investor Call Recap. 1. Kinetiq Revenue @Kinetiq_xyz is becoming a revenue powerhouse on Hyperliquid. > $32M+ in annualized gross revenue. > $1.32B in TVL. > $7.5M+ in quarterly staking revenue. > @Markets_xyz is already contributing another $2M+ in annualized revenue. 2. KNTQ Buybacks & Burns > 3.72M+ $KNTQ permanently burned. > 5.6M+ $KNTQ bought back, representing ~2.25% of circulating supply. At the current rate, over 0.5% of circulating supply is being bought back and burned every month. 3. Marketsxyz Growth Monthly trading volume is approaching $400M, up over 100% in the last 30 days, with 100 to 400+ new users joining every day. 4. Elysium - Testnet Launch Tomorrow is a BIG day for Kinetiq and @Enter_Elysium > Testnet goes live on September 22, followed by > 4 weeks of public testing before the next milestone: mainnet launch. Kinetiq. Markets. Elysium.
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btclone retweeted
After 9 years in crypto I realised my edge is being able to sleep soundly with nearly my entire net worth in made up internet money. The normie mind could never understand, it’s unfathomable to them, and that’s why I keep on doing well. I watch my friends squirm about $200 going up and down and they can’t take it. We have developed such strong mental fortitude (mental illness) after witnessing traumatic event after traumatic event in crypto. It’s such a massive edge that only comes through time and pain. Your success in markets directly corresponds with how much uncertainty you can continually tolerate. You are paid to take risk. Cultivating conviction in crypto has been the greatest opportunity of my life so far.
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btclone retweeted
I used GPT-6 Astra to build a neural copy of 169 winning memecoin traders, then handed it money. +$2,088 in a week. ×2.2 on capital. Nobody touched it. 82% of its calls went above entry. It posts every one of them to X and Telegram by itself. Anyone can get the same calls. 139,454 fills. 6,289 tokens. 536 wallets scored. The top one is up $10.8M in 30 days. Still $0 a month in API bills. Every 20 seconds: > READS every fill on Robinhood Chain, 20 seconds behind the block > CHECKS the receipt on each one. 1 in 11 "smart money buys" on this chain is fake, it zeroes them > SCORES every trader 0 to 100 the way the 169 would, reasoning written out > FIRES when trusted wallets pile into one coin inside 30 minutes. 66 calls last week, 54 above entry > TRADES its own bursts. $100 a ticket, 17 tickets, +$2,088 in 5 days > POSTS every call to Telegram 20 seconds after the fill and to X an hour later CATGPT ran ×27 after the call. musebook did ×18 on a $100 ticket and covered all 9 losers of the week. Jane Street has a desk of humans reading trades like this and the results never leave the building. This one puts them on a public timeline an hour later. The site, the bot, the X account and the code are all in my profile. Next the algo goes live on a public wallet, and the flywheel gets its second turn.
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btclone retweeted
Elysium: The First Value Accretive L2
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btclone retweeted
The average active trader pays around $28,400 a year in swap fees. That's 0.85% on every trade, on the wallets everyone uses. Most people never notice. You probably did, which is why you barely touch the swap tab anymore. Aurus is live. 0.001 SOL per swap, flat, no matter the size.
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btclone retweeted
Imagine explaining to tradfi how the RWA perps listing process works.
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Hyperliquid.
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How I look at training in a nutshell ... As a cost/benefit, risk/reward proposition. On special occasions, you might be in a good position to tolerate risk. Most days you aren't.
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btclone retweeted
3 de M.
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I hope everyone had a great 4th of July. I know @realDonaldTrump and family did. 250 years ago we declared independence from a king who ran the colonies as a family business. In just 18 months the Trumps have made King George look like an amateur. A $620 million Pentagon loan, the largest in the program’s history, to a company Don Jr.’s firm bought into three months before. An Air Force drone contract to a startup the princelings took public through a golf course company they own a piece of. The Army’s largest drone motor order ever, to a company where Don Jr. sits on the board and holds millions in stock. A $24 million Pentagon robotics contract to the company that employs Eric as Chief Strategy Advisor. A stake in the largest undeveloped tungsten deposit on earth, in Kazakhstan, backed by $1.6 billion in US government support. Jared’s fund seeded with $2 billion from the Saudi crown prince, now $6.2 billion, 99% of it foreign money from Gulf governments. Over $110 million in fees collected from the Saudis alone. He negotiates American foreign policy with the governments that pay him. $2.3 billion from crypto ventures their father regulates. More than a million people bought in and lost $2.3 billion. The money didn’t grow. It simply moved from the subjects pockets to the crown’s coffers. And the next one is already drafted. A proposed ATF rule that will allow guns to be shipped straight to your front door. The government’s own estimate is 3.3 million home gun deliveries a year. Don Jr. sits on the board of the online gun megastore built to cash in. He holds 300,000 shares. And that’s only the fraction they’ve allowed us to see. Not one subpoena served. Not one search executed. Why hide anything when you own the investigators? Me? They searched a laptop for six years. Federal prosecutors. Grand juries. Subpoena power. Congressional hearings. They found nothing. I made about $200k a year selling paintings when my Dad was President, and they made my paintings part of an impeachment inquiry. For six years they’ve asked Where’s Hunter? What about the laptop? Wrong questions. The right one is 250 years old. Does America belong to a family? They’ve given their answer. Long live the King.
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Ce face PSD si Nicusor Dan pe înțelesul tuturor – at Voluntari, România
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btclone retweeted
Flood reveals the exact reason billionaires never die wishing for another billion. When you go to work, you are trading your one truly finite resource for capital: your time. The ultimate high for the ultra-successful is never the cash or the toys, it is the actual feeling of accomplishment. To build to that level, you first need a foundational understanding of how money, the dollar, and interest rates work. Only then can you decide what to own, whether that is gold, Bitcoin, equities, or Hyperliquid. But the reality is that most people should not focus too much on investing. Instead, you need to form a worldview. If you believe AI is going to take over the world, you might put half your investments there, but your real focus should be on your labor. Get educated. Spend all your time becoming one of the most knowledgeable people on AI so you can exchange your skills and time for even more capital.
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Things the recovery industry will not tell you: 1. The drug worked. That is why people use it. Not weakness. Not moral failure. A neurological event so complete and persuasive that any honest account of addiction has to start there. The problem is not that the drug fails. The problem is that what it does is unrepeatable, and you will burn your entire life to the ground trying to get back to a place that no longer exists. 2. Shame is not guilt. Guilt says I did something bad. Shame says I am something bad. Guilt is appropriate. Shame is a cell with no windows. Most people use the words interchangeably. That mistake is lethal. 3. You cannot shame someone who has already named the thing you are holding over them. Say it first. Say it in plain light. The weapon drops. 4. Guilt can coexist with self-respect. Shame cannot. You can hold the damage and the dignity at the same time. I know because I live there. 5. Radical honesty does not give you back who you were. It hands you the clean slate of who you always wanted to be. The mask comes off. The cartoon other people drew of you stays on the page. 6. Nobody gets clean on a winning streak. 7. You have to be almost self-delusional in your forgiveness of yourself. (Go watch Chase Hughes) 8. The greatest sin was not the chaos. It was the absence. Being unavailable to the people who needed you. 9. Sustainable recovery starts with one thing: honesty with yourself. If you love an addict and want to help, that is the only door in. 10. I am only an expert on my recovery. Nobody is an expert on anyone else’s.
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btclone retweeted
This is not a robotics thesis. It is a funnel. Slick video, charismatic marketer, “why I bet my career on robotics.” He works for $BOT. RoboStrategy, the closed-end vehicle Andrew Kang now runs and openly brands the “MicroStrategy of robotics.” Same playbook: a committed equity facility that only works if the share price stays bid and retail keeps showing up to absorb the issuance. The content is the top of the funnel. You are the liquidity. We traded millions of dollars of converts on the real robotics names in the late 2010s, mostly within a convertible arbitrage mandate, not fundamental stock-picking. Which is exactly why we can point at the honest alternatives here, the ones nobody is cutting a hype video for, because there is no salesman making big bucks dumping them on you. If you want robotics exposure, the honest version is already listed in Tokyo. FANUC (6954), 20%+ operating margins through full vertical integration. Keyence (6861), asset-light, ROE most software firms would kill for. Yaskawa (6506), the servo muscle behind half the world’s arms. The Japanese Big Five ship 40%+ of global industrial robots. These are priced for competence, audited for decades, and you can size them without praying a NAV premium holds. Dull. Real. Yours at a clearing price. And if you actually want the convexity, the asymmetric leg, it is one layer down in the actuation supply chain, not in a closed-end fund. Harmonic Drive Systems (6324), Nabtesco (6268), the strain-wave reducer makers. A humanoid needs roughly 20 harmonic drives per unit, which makes precision reducer supply the binding constraint on the entire scaling story. That is where the torque is. That is also where you get your face removed if the shipment curve disappoints. Omdia has 2025 humanoid shipments up ~480% to ~13,000 units, real growth, and a rounding error against the valuations now leaning on it. So here is the actual choice. You can own the cash-generating incumbents directly, at a price, with no wrapper skimming you. You can own the actuation convexity directly, eyes open, and underwrite the humanoid curve yourself. Or you can buy a single ticker at a premium to its own book, structured so the manager can print on your ‘enthusiasm’, and call that a career bet. Robotics is real. The compounding is real. The funnel is also real, and it is looking for your money. The edge was never finding the names. The edge is knowing who is selling, and to whom.
Why I bet my career on robotics - skip to 1:24 for thoughts on crypto - skip to 5:15 for my robotics thesis
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