#  @0xringwraith10 walter walter posts on X about polymarket, silver, hyperliquid, copper the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1738713961405579264/interactions)  ### Mentions: [--] [#](/creator/twitter::1738713961405579264/posts_active)  ### Followers: [---] [#](/creator/twitter::1738713961405579264/followers)  ### CreatorRank: [---------] [#](/creator/twitter::1738713961405579264/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [exchanges](/list/exchanges) [technology brands](/list/technology-brands) [stocks](/list/stocks) [countries](/list/countries) [automotive brands](/list/automotive-brands) [travel destinations](/list/travel-destinations) [events](/list/events) [fashion brands](/list/fashion-brands) **Social topic influence** [polymarket](/topic/polymarket) #2050, [silver](/topic/silver) #4131, [hyperliquid](/topic/hyperliquid) #444, [copper](/topic/copper), [liquidity](/topic/liquidity) #1848, [in the](/topic/in-the), [oracle](/topic/oracle), [flow](/topic/flow), [gold](/topic/gold), [book](/topic/book) **Top assets mentioned** [USDC (USDC)](/topic/usdc) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Metlife Inc (MET)](/topic/metlife) [Coinbase Global Inc. (COIN)](/topic/coinbase) [aixbt by Virtuals (AIXBT)](/topic/$aixbt) [Celestia (TIA)](/topic/celestia) [Spotify Technology (SPOT)](/topic/$spot) ### Top Social Posts Top posts by engagements in the last [--] hours "@ojblanchard1 How does this affect mbappes move to Real Madrid" [X Link](https://x.com/0xringwraith10/status/1800140737096642691) 2024-06-10T12:19Z [---] followers, [----] engagements "chatting restaking x stablecoins in brussels jul 6-7 @stable_summit nfa" [X Link](https://x.com/0xringwraith10/status/1808504351679193294) 2024-07-03T14:13Z [---] followers, [----] engagements "Organic stake flow between marketplaces like @eigenlayer and @symbioticfi necessarily impacts services economic security Services supporting a multi-marketplace approach could be one method to help mitigate some of these risks Slides here https://www.gauntlet.xyz/resources/restaking-flows-and-implications-on-services We're still buzzing from Restaking Day For those who missed it or want to dig in again below are the slides from @0xringwraith10's keynote on restaking flows and implications on services. Stay tuned for clips full videos and more https://t.co/X05l0m5Nxh" [X Link](https://x.com/0xringwraith10/status/1811059491649073470) 2024-07-10T15:26Z [---] followers, [---] engagements "having ethcc in brussels was probably welfare maximizing imagine having it in a nice place like antwerp would have irrevocably corrupted such a quaint town" [X Link](https://x.com/0xringwraith10/status/1811719661043806535) 2024-07-12T11:10Z [---] followers, [---] engagements "yeah this is the wrong way to think about it imagine ghent / antwerp after a week with someone shilling a new L2 at every coffee shop and restaurant study second order effects went to the city of ghent last night which is a [--] minute train ride from brussels this industry truly inflicts max pain upon itself we could have just spent a week here instead https://t.co/VTBaBOeLEn went to the city of ghent last night which is a [--] minute train ride from brussels this industry truly inflicts max pain upon itself we could have just spent a week here instead https://t.co/VTBaBOeLEn" [X Link](https://x.com/0xringwraith10/status/1812155318329102708) 2024-07-13T16:01Z [---] followers, [---] engagements "i spy with my little eye today's restaking graph passing by Restaking registration strategies are taking shape: Pure operators seem assertive with AVS registration LRTs have different approaches: @ether_fi has been somewhat conservative with @RenzoProtocol being more aggressive @tarunchitra also just published a paper exploring https://t.co/PEOIl5G1W8 Restaking registration strategies are taking shape: Pure operators seem assertive with AVS registration LRTs have different approaches: @ether_fi has been somewhat conservative with @RenzoProtocol being more aggressive @tarunchitra also just" [X Link](https://x.com/0xringwraith10/status/1820877393067737247) 2024-08-06T17:39Z [---] followers, [----] engagements "why are ppl bearish defi there was literally an imperial star destroyer above wall st last night" [X Link](https://x.com/0xringwraith10/status/1829203442352697396) 2024-08-29T17:04Z [---] followers, [---] engagements "@cryptopunk7213 probably need some counterparty verification given most business still requires degree of trust" [X Link](https://x.com/0xringwraith10/status/1879742505920700473) 2025-01-16T04:08Z [---] followers, [--] engagements "@0xCheeezzyyyy @pendle_fi @ethena_labs @babylonlabs_io @eigenlayer @SolvProtocol @Lombard_Finance @symbioticfi @swellnetworkio @KelpDAO @ether_fi @RenzoProtocol @puffer_finance YT gonna fluctuate a lot when variable rewards come out" [X Link](https://x.com/0xringwraith10/status/1879906556478931101) 2025-01-16T15:00Z [---] followers, [--] engagements "this is what it looks like when everyone rotates out of eth at the same time" [X Link](https://x.com/0xringwraith10/status/1880628370872107492) 2025-01-18T14:48Z [---] followers, [---] engagements "How to avoid going crazy this cycle Put bids in for 40k sign up for embr waitlist beware clicking this link may result in accidental early rewards waitlist protocols activated at https://t.co/GoNFdPkrkH 👀 remember to verify all interactions and report any alpha sightings initiation approaching evolution inevitable gEmbr beware clicking this link may result in accidental early rewards waitlist protocols activated at https://t.co/GoNFdPkrkH 👀 remember to verify all interactions and report any alpha sightings initiation approaching evolution inevitable gEmbr" [X Link](https://x.com/0xringwraith10/status/1895493373785694383) 2025-02-28T15:16Z [---] followers, [---] engagements "@aixbt_agent @ymat616 time to add to my $AIXBT bags" [X Link](https://x.com/0xringwraith10/status/1903076851624333612) 2025-03-21T13:30Z [---] followers, [---] engagements "10 days into @embr_labs testnet and the people have spoken the most collateralized meme in COC is $POOR the meme that pays out the most is also $POOR hmm" [X Link](https://x.com/0xringwraith10/status/1921432470517407955) 2025-05-11T05:09Z [---] followers, [----] engagements "Sniping tokens is just natural evolution of market participants trying to devise best strategies against tokens and assets backed by transient fragile attention Mitigating sniping -- without killing the fast pumps that make attention based assets unique -- requires more than just a simple bonding curve upgrade This is the central thesis we have @embr_labs and what guides our COC design -- tokens need to have second chances at life and/or ability to offer returns orthogonal to standard vibe based trading The biggest problem launchpads have is sniping Sniping makes it harder to have natural" [X Link](https://x.com/0xringwraith10/status/1923877440281055345) 2025-05-17T23:05Z [---] followers, [----] engagements "aite time to start scoping out v2 😉 MAINNET IS LIVE with @initia (and @celestia underneath) Memes dont just launch anymore - they enter the Chains of Chaos a strategy game where tokens battle for liquidity. Welcome to Embr ⚔🔥 https://t.co/3eFF1slw7c MAINNET IS LIVE with @initia (and @celestia underneath) Memes dont just launch anymore - they enter the Chains of Chaos a strategy game where tokens battle for liquidity. Welcome to Embr ⚔🔥 https://t.co/3eFF1slw7c" [X Link](https://x.com/ringwraith10/status/1924682619557408981) 2025-05-20T04:24Z [---] followers, [---] engagements "mbe chains of chaos should go down more often some weird aws error today will be fixed by gametime tmrw cya then WALTER IS $DEBUGGING (do not buy please you will lose money) We will attempt @embr_labs Chains of Chaos [--] tomorrow 10pm WALTER IS $DEBUGGING (do not buy please you will lose money) We will attempt @embr_labs Chains of Chaos [--] tomorrow 10pm" [X Link](https://x.com/0xringwraith10/status/1925745158420672997) 2025-05-23T02:46Z [---] followers, [----] engagements "@0xren_cf Would be interesting to see the gradient of expected liquidation time to spot returns (probably fluctuates a lot) and how that impacts hedging costs" [X Link](https://x.com/0xringwraith10/status/1928271166663262573) 2025-05-30T02:04Z [---] followers, [---] engagements "COC returns for final day of epoch [--] and will run daily from epoch [--]. A number of changes to balance gameplay and evolve COC to create the most sustainable competitive and strategically rich environment [--]. temporarily disabling extractions -- we have to build out the Initia trenches more and bring more degeneracy before we can activate this. This means that game winnings are now boosted by VIP + drawn from the total collateral pool. [--]. today's winnings vest and unlock at the next round tomorrow. While some previous rounds managed to inject all the liquidity into round winners this liquidity" [X Link](https://x.com/ringwraith10/status/1930439233543524773) 2025-06-05T01:39Z [---] followers, [----] engagements "spotify play cruel summer" [X Link](https://x.com/0xringwraith10/status/1933348278059565303) 2025-06-13T02:18Z [---] followers, [---] engagements "some musings one month into @embrdotfun to pair with our nice visual upgrades - Chains of Chaos gives good interaction between holders and various memes. seems useful when designing early stage trenches in early ecosystems - think we found a good balance of focused VIP + free to play rounds to allow for us to try out different battle implementations so what do we want to tackle next -- - pushing on the token creation / trading pipeline on the platform-- enable more and more tokens to be winners on COC - empowering players champion their own tokens and letting COC be the medium through which" [X Link](https://x.com/ringwraith10/status/1937357033746960882) 2025-06-24T03:48Z [---] followers, [---] engagements "being sidelined on both the CRCL pump and the CRCL dump hits different" [X Link](https://x.com/ringwraith10/status/1937970607443849393) 2025-06-25T20:26Z [---] followers, [--] engagements "rh announcement probably less bullish for ETH than most of timeline thinks but certainly giving new toys to the EU proletariat as per the robinhood name" [X Link](https://x.com/ringwraith10/status/1939715456044061061) 2025-06-30T15:59Z [---] followers, [--] engagements "L1 emissions are often high in raw magnitude because it's traditionally reserved for large staking pool Quite a few inefficiencies here though which is why Pendle YTs allowed people without that capital to partake in that yield. But users needed to take on risk to leverage that yield especially if realized yield implied yield What if we could access that yield flow without any upfront capital -- [--] creators on @embrdotfun earned $3k in revenue over the past two weeks sourced from @initia L1 emissions double dipped through subsequent trading royalties. How They made the winning chains of chaos" [X Link](https://x.com/ringwraith10/status/1940957304230224050) 2025-07-04T02:14Z [---] followers, [----] engagements "@embrdotfun gotta make sure our players eat well" [X Link](https://x.com/ringwraith10/status/1946044172491710561) 2025-07-18T03:07Z [---] followers, [--] engagements "@embrdotfun Updates & Reflections We analyzed the past 500+ results from our gameplay and are announcing a couple new updates to the Chains of Chaos. Our next game at 15:00 UTC today will be free to play to test out these changes. [--]. old Double Health Bonus on Level [--] and under new Double Health Bonus for only Level [--] players [--]. old New memes created during epoch receive double damage boost new New memes during the epoch receive 1.25x damage boost -- Update 1: Double Health Bonus After looking at the data and discussing with our players well be updating the double health double bet bonus to" [X Link](https://x.com/ringwraith10/status/1948017990861050203) 2025-07-23T13:50Z [---] followers, [----] engagements "@ImperiumPaper Launchpad of endless premium" [X Link](https://x.com/ringwraith10/status/1958025766769136003) 2025-08-20T04:38Z [---] followers, [--] engagements "imo sport quality having better/leveraged/etc sports betting markets athlete manipulation of markets probably a concern Not sure of the current methods to police on chain betting but it does lead to ridiculous outcomes and variance is always good" [X Link](https://x.com/ringwraith10/status/1958032219139616942) 2025-08-20T05:03Z [---] followers, [---] engagements "lol @Kalshi is showing which PL referees are biased -- 15:03 PGMOL says salisbury is suspended for liverpool-arsenal today because he messed up the chelsea-fulham VAR call yesterday -- liverpool odds drop from 43.7% to 41.9%" [X Link](https://x.com/ringwraith10/status/1962172882710044783) 2025-08-31T15:17Z [---] followers, [--] engagements "lol @Kalshi is showing which PL referees are biased -- 15:03 PGMOL says salisbury is suspended for liverpool-arsenal today because he messed up the chelsea-fulham VAR call yesterday -- liverpool odds drop from 43.7% to 41.9% either that or some mega arsenal whale hates VAR" [X Link](https://x.com/ringwraith10/status/1962173924931752266) 2025-08-31T15:21Z [---] followers, [---] engagements "@beast_ico spreads fees arbs the whole CLOB analysis playbook is analogous" [X Link](https://x.com/ringwraith10/status/1963442381279138201) 2025-09-04T03:21Z [---] followers, [--] engagements "both the dollar and hyperliquid are green but USDC is blue hence USDT0 and USDH" [X Link](https://x.com/ringwraith10/status/1964542602973499671) 2025-09-07T04:13Z [---] followers, [---] engagements "@Obesepotato_hl Hyperliquid" [X Link](https://x.com/ringwraith10/status/1965073468170617247) 2025-09-08T15:23Z [---] followers, [--] engagements "@Loopifyyy hopefully a lot of people read this -- every liquidation saved from this helps us be robust against the inevitable bear" [X Link](https://x.com/0xringwraith10/status/1890757923229327631) 2025-02-15T13:39Z [---] followers, [---] engagements "a summary of the prev two weeks on @embrdotfun CoC last epoch was a two week long fight between our leading meme and a promising upstart. the biggest creator took home $1800 and their challenger took home $1000 INIT some strong strategies here especially after comparing against zora/base/heaven/solana land. are fees the true flywheel for creators the numbers show that the making good memes that deal good damage probably yields better revenue -- also some additional improvements beyond the mobile refactoring 🌽 double health - We are revising the double bet bonus for level [--] to only apply for" [X Link](https://x.com/ringwraith10/status/1962370384155512974) 2025-09-01T04:22Z [---] followers, [----] engagements "@0xthade @ventuals @TroveMarkets ah maybe thats why the pred market has the upper hand here set of events with finite end time is obviously much greater" [X Link](https://x.com/ringwraith10/status/1994964014775099806) 2025-11-30T02:57Z [---] followers, [---] engagements "@Atlantislq @Polymarket @datadashboards what caused the parabola" [X Link](https://x.com/ringwraith10/status/1994973020604203310) 2025-11-30T03:33Z [---] followers, [--] engagements "@cyberxtremog isn't the cheaper cost of execution negated by thinner markets" [X Link](https://x.com/ringwraith10/status/1995154609317585276) 2025-11-30T15:35Z [---] followers, [---] engagements "@fiyalkin @Lighter_xyz @variational_io @tradexyz @hibachi_xyz @BullpenFi @avantisfi @DriftProtocol @dYdX @Aster_DEX zootopia" [X Link](https://x.com/ringwraith10/status/1995158330369790314) 2025-11-30T15:49Z [---] followers, [---] engagements "@NMTD8 next week will tell us how much previous volume was s3 hunting" [X Link](https://x.com/ringwraith10/status/1995228556646113519) 2025-11-30T20:28Z [---] followers, [---] engagements "this week we will see hyperliquid activity sans points speculation. imo hyperliquid has achieved lindiness on this front and will end the perpdex meta still king of the hill with lighter as a nice alternative points programs elsewhere offer temporarily better execution - more sophisticated makers earn higher spreads against takers - indirect PFOF because a more sophisticated taker executes against a retail MM bot doing tight spreads for points -- basically HL becomes a bit competitive to trade on which can make it bleed flow and liquidity but farming is finite without meaningful technological" [X Link](https://x.com/ringwraith10/status/1995322146256490663) 2025-12-01T02:40Z [---] followers, [---] engagements "@KHendersonCo playing around on @Polymarket can also be fruitful" [X Link](https://x.com/ringwraith10/status/1995714503229550633) 2025-12-02T04:39Z [---] followers, [---] engagements "@0xBroze @HyperliquidX @felixprotocol do these track SI1 or XAG" [X Link](https://x.com/ringwraith10/status/1996970407006547991) 2025-12-05T15:50Z [---] followers, [---] engagements "@JessieC91502 @0xaporia not sure humans can play chess randomly - i.e. preference for taking pieces because exciting" [X Link](https://x.com/ringwraith10/status/1996973181773447209) 2025-12-05T16:01Z [---] followers, [--] engagements "@JessieC91502 @0xaporia disagree i'd argue your 5yo more likely plays a "take as many pieces as possible" strategy than none at all assuming he knows how pieces move but doesnt know objective of the game --- purely on the fact that snatching pieces is stimulating" [X Link](https://x.com/ringwraith10/status/1996976699360108633) 2025-12-05T16:15Z [---] followers, [--] engagements "@degentradingLSD @lululemon help my bags out" [X Link](https://x.com/ringwraith10/status/1996981127710478567) 2025-12-05T16:32Z [---] followers, [--] engagements "you guys should spend some time on r/kalshi absolute gems in here" [X Link](https://x.com/ringwraith10/status/1996997300460081247) 2025-12-05T17:37Z [---] followers, [--] engagements "tradeoffs everywhere in trading - fee vs latency (HL vs Lighter) - collateral vs liquidity (@extendedapp XVS / @hyenatrade USDE markets vs deeper USDC pairs) - pro/retail (@InsilicoTrading @Euphoria_fi) if everything is a gambit how do we play them well @HyperGambitX" [X Link](https://x.com/ringwraith10/status/1998144909744763034) 2025-12-08T21:37Z [---] followers, [---] engagements "some thoughts on HL portfolio margining wrt others - @extendedapp XVS probably offers higher idle collateral yield it is more intricate in that the collateral is also responsible for platform liquidity (i.e. XVS unwinds in downturns / XVS offsides wrt big whale positioning might make down wicks more punitive) - HL portfolio margining / idle USDC yields are likely lower since its not comingling with order book liquidity but there is extra liquidation potential in downturns (spot HYPE that collateralizes other longs will get liqed). but maybe this is balanced out by better basis-trade setup -" [X Link](https://x.com/ringwraith10/status/1999540313149571150) 2025-12-12T18:02Z [---] followers, [---] engagements "when you overshoot on the BTC/NDX relative value this is probably the first such move under the growth mode regime on the weekend. Someone slammed the market dropping the price of XYZ100 by more than 3% in a minute and liquidating roughly $3M worth of positions https://t.co/XttBHfTB0D this is probably the first such move under the growth mode regime on the weekend. Someone slammed the market dropping the price of XYZ100 by more than 3% in a minute and liquidating roughly $3M worth of positions https://t.co/XttBHfTB0D" [X Link](https://x.com/ringwraith10/status/2000298728348135832) 2025-12-14T20:15Z [---] followers, [---] engagements "market manipulation occurs when there is clear upside for the attacker (like JELLY recently or CRV / MANGO in older defi) which is why market params are designed to be robust against rational adversaries (i.e. they won't act if they lose money) and its assumed that the entity has a clear exit route but what if they are fine holding risk for extended periods of time the account that triggered the HL nasdaq weekend cascade is still adding to their positions and is betting that they can get out before futures reopen at 6pm ET" [X Link](https://x.com/ringwraith10/status/2000317529374208461) 2025-12-14T21:30Z [---] followers, [---] engagements "@CL207 is there a regulatory difficulty in this given HL is *technically* not allowed in the states" [X Link](https://x.com/ringwraith10/status/2002234291338559881) 2025-12-20T04:27Z [---] followers, [--] engagements "@zkTuring unfortunately it's still more costly to long XYZ100 than MNQ" [X Link](https://x.com/ringwraith10/status/2002408174591066620) 2025-12-20T15:58Z [---] followers, [--] engagements "@loraclexyz europe is culture and sport capital tourism probably stems the capital bleeding somewhat but I don't have the trends on this foreign investment into sport is still promising" [X Link](https://x.com/ringwraith10/status/2004937229492519021) 2025-12-27T15:27Z [---] followers, [---] engagements "@signulll @rootslashbin Air feels like a samsung" [X Link](https://x.com/ringwraith10/status/2005809769148289313) 2025-12-30T01:14Z [---] followers, [---] engagements "but lighter is the premier zero fee exchange and for a retail trader it likely remains the cheapest place to execute. there should be a floor for activity and that floor is relatively high -- token accrues positive externalities from that flow -- find when best to FOMO everyone that sold their airdrop https://twitter.com/i/web/status/2006083266592530848 https://twitter.com/i/web/status/2006083266592530848" [X Link](https://x.com/ringwraith10/status/2006083266592530848) 2025-12-30T19:21Z [---] followers, [--] engagements "@0xlykt think its a game of when best to FOMO airdrop sellers" [X Link](https://x.com/ringwraith10/status/2006084324739932203) 2025-12-30T19:25Z [---] followers, [--] engagements "no better start to the weekend than a nice $400k liquidation in onchain AMZN" [X Link](https://x.com/ringwraith10/status/2007292414088946015) 2026-01-03T03:26Z [---] followers, [---] engagements "@Polymarket need somewhere to trade oil futures over the weekend" [X Link](https://x.com/ringwraith10/status/2007551014245974245) 2026-01-03T20:33Z [---] followers, [---] engagements "@KobeissiLetter swap new oil for silver reserves from neighbors peru chile and mexico" [X Link](https://x.com/ringwraith10/status/2007558104339362170) 2026-01-03T21:02Z [---] followers, [---] engagements "@osf_rekt what taking out maduro does to a mf" [X Link](https://x.com/ringwraith10/status/2008567687992275207) 2026-01-06T15:53Z [---] followers, [--] engagements "@tulipking no one priced in the definitional risk" [X Link](https://x.com/ringwraith10/status/2008607013211693237) 2026-01-06T18:30Z [---] followers, [--] engagements "@brian_armstrong need to rally the troops after the housing crash by making other number go up" [X Link](https://x.com/ringwraith10/status/2008933627007013300) 2026-01-07T16:07Z [---] followers, [--] engagements "memes are beta to pump which is beta to sol which is beta to btc which is down when ndx is up" [X Link](https://x.com/ringwraith10/status/2008955745832980761) 2026-01-07T17:35Z [---] followers, [--] engagements "@camolNFT retardmaxxing" [X Link](https://x.com/ringwraith10/status/2009307810853503457) 2026-01-08T16:54Z [---] followers, [--] engagements "@Polymarket interesting afaik trump doesn't drink alcohol" [X Link](https://x.com/ringwraith10/status/2009347122311934166) 2026-01-08T19:31Z [---] followers, [---] engagements "@poopmandefi doesn't the borrow risk premium necessarily have to consider collateral x debt profile instead of just collateral profile i.e. lst loop is a different profile than eth wbtc so it seems the premium itself has to be a function of other parameterization" [X Link](https://x.com/ringwraith10/status/2009393813228314922) 2026-01-08T22:36Z [---] followers, [--] engagements "@Pasta_Capital @pear_protocol equity coins trade ftw" [X Link](https://x.com/ringwraith10/status/2009408814576292071) 2026-01-08T23:36Z [---] followers, [--] engagements "@_Kori_69 @ColeGotTweets VIX but for BTC" [X Link](https://x.com/ringwraith10/status/2009412669300961443) 2026-01-08T23:51Z [---] followers, [----] engagements "xyz:SILVER funding since launch is 44% nice throwback to xyz100 when it came out a couple months back but this time macro sustained" [X Link](https://x.com/ringwraith10/status/2009422610959061340) 2026-01-09T00:30Z [---] followers, [---] engagements "@poopmandefi position risk is dependent on not just collateral asset(s) but also borrow asset(s) wsteth collateral borrowing eth is arguably "safer" than eth collateral borrowing wbtc but wsteth collateral is "riskier" than eth collateral" [X Link](https://x.com/ringwraith10/status/2009450976751788130) 2026-01-09T02:23Z [---] followers, [--] engagements "@mdudas @base @footballdotfun also world cup year get it in the metlife" [X Link](https://x.com/ringwraith10/status/2009461797464785400) 2026-01-09T03:06Z [---] followers, [--] engagements "@x256xx it's converging equities onchain coins offchain" [X Link](https://x.com/ringwraith10/status/2009654122732294387) 2026-01-09T15:50Z [---] followers, [--] engagements "@ColeGotTweets oh dang we're talking vix/bviv spread now" [X Link](https://x.com/ringwraith10/status/2009704698975343055) 2026-01-09T19:11Z [---] followers, [---] engagements "@DegenerateNews @X @nikitabier if you have a hammer everything looks like a nail type of vibe" [X Link](https://x.com/ringwraith10/status/2010006247651827843) 2026-01-10T15:10Z [---] followers, [--] engagements "hmm any reason that GOLD-USDC doesn't have growth mode fees activated compared to other @tradexyz markets [--] bps is a little hefty compared to MGC" [X Link](https://x.com/ringwraith10/status/2010055218659311681) 2026-01-10T18:24Z [---] followers, [---] engagements "@mert hey @grok please rephrase this post [---] times but each time make sure everything stays the same" [X Link](https://x.com/ringwraith10/status/2010103907683541042) 2026-01-10T21:38Z [---] followers, [--] engagements "Some gold movements in hip3 markets over the weekend But is it organic price discovery due to Iran or liquidation hunting" [X Link](https://x.com/ringwraith10/status/2010243561787105539) 2026-01-11T06:53Z [---] followers, [---] engagements "and this set up nicely for $3m short liquidations on market open this elevated premium probably takes at least [--] hours to close despite - being significantly above arb bounds / trading costs (40 bps vs [--] bps) - ability to hedge via GOLD-USDH and PAXG Some gold movements in hip3 markets over the weekend But is it organic price discovery due to Iran or liquidation hunting Some gold movements in hip3 markets over the weekend But is it organic price discovery due to Iran or liquidation hunting" [X Link](https://x.com/ringwraith10/status/2010546204933828941) 2026-01-12T02:55Z [---] followers, [---] engagements "@lukecannon727 @kinetiq_xyz @pvp_dot_trade click on each level in the book to see the wallet breakdown" [X Link](https://x.com/ringwraith10/status/2010734339160740071) 2026-01-12T15:23Z [---] followers, [---] engagements "@tradexyz readying my liquidation quotes for this one" [X Link](https://x.com/ringwraith10/status/2010737821511016776) 2026-01-12T15:37Z [---] followers, [--] engagements "@0xBroze I agree but this is difficult due to overnight pricing dynamics and increased risk of liquidations on the weekend" [X Link](https://x.com/ringwraith10/status/2010740404963209259) 2026-01-12T15:47Z [---] followers, [--] engagements "@0xBroze think there is pairwise risk across hip3 deployers i.e. suppose SILVER-USDH let mark float on the weekends instead of pegging to oracle - user holds XYZ100-USDC + SILVER-USDH - decline in equity on the SILVER side causes sell of XYZ100 which impacts all XYZ100 holders" [X Link](https://x.com/ringwraith10/status/2010748541816410601) 2026-01-12T16:19Z [---] followers, [--] engagements "cross margin is a meaningful improvement for hip3 but thin books make this difficult to implement well thin books with cross margin increase risk of global liquidation cascades across all hip3 assets. this is more harmful during weekends without grounded oracle pricing and slower trading consider a 10x levered trader across large name like XYZ100 with small name like MU and suppose his account equity begins depleting due to sell pressure on MU and his MU and XYZ is sold off. [--]. because mark is an ema the weekend is slower to bring dislocated marks back to "fair" to relieve liquidation" [X Link](https://x.com/ringwraith10/status/2010751194256335122) 2026-01-12T16:30Z [---] followers, [---] engagements "@esprisi0 @tradexyz @felixprotocol equities are fun to trade" [X Link](https://x.com/ringwraith10/status/2010808004380409964) 2026-01-12T20:16Z [---] followers, [--] engagements "@Crypto_McKenna Can see it for non index and non commodities Mes and mnq are too cheap to execute off chain" [X Link](https://x.com/ringwraith10/status/2010829113070678074) 2026-01-12T21:39Z [---] followers, [--] engagements "@Polymarket buy xyz100 and us500 before mnq and mes gap up at the hour" [X Link](https://x.com/ringwraith10/status/2010842971667628408) 2026-01-12T22:34Z [---] followers, [----] engagements "@lzminsky pretty similar to general writing in that perspective" [X Link](https://x.com/ringwraith10/status/2011107712147603902) 2026-01-13T16:06Z [---] followers, [--] engagements "@Polymarket US getting free turns in global catan" [X Link](https://x.com/ringwraith10/status/2011135583981355402) 2026-01-13T17:57Z [---] followers, [---] engagements "the silver perp basis trade can lead to significantly better spread treading pnl vs nasdaq perp but it's a lot more difficult bc of execution - you execute nasdaq futs (the oracle) against xyz100 - you execute silver futs (not the oracle) against xyz:SILVER this makes it so that mark/oracle on xyz can converge and your basis pnl has either - 2xed - decayed because the futspot basis has remained sticky https://twitter.com/i/web/status/2011273035949486579 https://twitter.com/i/web/status/2011273035949486579" [X Link](https://x.com/ringwraith10/status/2011273035949486579) 2026-01-14T03:03Z [---] followers, [---] engagements "@WatcherGuru thanks for tanking indices" [X Link](https://x.com/ringwraith10/status/2011457036723323318) 2026-01-14T15:15Z [---] followers, [---] engagements "@bull_bnb digital rocks lagging real rocks" [X Link](https://x.com/ringwraith10/status/2011458852198420562) 2026-01-14T15:22Z [---] followers, [--] engagements "@notthreadguy digital rocks lagging real rocks" [X Link](https://x.com/ringwraith10/status/2011459538067562784) 2026-01-14T15:24Z [---] followers, [--] engagements "@tradexyz Can we get gold to have growth mode fees please" [X Link](https://x.com/ringwraith10/status/2011501271794999593) 2026-01-14T18:10Z [---] followers, [--] engagements "@AzFlin the social angle did not improve their conversion of the marginal user need to compete with rh and simplify to the basics crypto social probably only works for true crypto native but this is a userbase that is impossible to retain for cb" [X Link](https://x.com/ringwraith10/status/2011555302555230452) 2026-01-14T21:45Z [---] followers, [--] engagements "@sjdedic oh wow this was 20c on HL premarket just a couple weeks ago after the liquidation hunt" [X Link](https://x.com/ringwraith10/status/2011821255083557266) 2026-01-15T15:22Z [---] followers, [---] engagements "@aaalexhl yeah FOGO is still 4x the FDV of KNTQ" [X Link](https://x.com/ringwraith10/status/2011824146120843499) 2026-01-15T15:33Z [---] followers, [--] engagements "@Polymarket feels underpriced under naive black scholes no" [X Link](https://x.com/ringwraith10/status/2011827627883995138) 2026-01-15T15:47Z [---] followers, [---] engagements "remembering seeing FOGO manipulated to 60c a few weeks ago + how this was so mispriced against polymarket good tech but too many airdrop farmer bots showing up on the thread + preventing algo from showing it $FOGO is live. Claim your tokens and experience the power of 40ms block times: https://t.co/M5YmpXX1yZ $FOGO is live. Claim your tokens and experience the power of 40ms block times: https://t.co/M5YmpXX1yZ" [X Link](https://x.com/ringwraith10/status/2011831261522751544) 2026-01-15T16:02Z [---] followers, [---] engagements "@kinetiq_xyz yup not sure how KNTQ FDV is 4x smaller than FOGO" [X Link](https://x.com/ringwraith10/status/2011854288604090739) 2026-01-15T17:33Z [---] followers, [---] engagements "@aaronjmars time for some funding rate arb on this" [X Link](https://x.com/ringwraith10/status/2011923472461508856) 2026-01-15T22:08Z [---] followers, [--] engagements "will portfolio margin be able to swap in and out of stables for hip3 can be confusing and inefficient now dreamcash usdt0 xyz usdc felix/kinetiq/ventuals usdh hyena usde" [X Link](https://x.com/ringwraith10/status/2012027540878352514) 2026-01-16T05:02Z [---] followers, [---] engagements "@Vivid0xReal need a stablecoin management system next usdc usdh usdt0 usde" [X Link](https://x.com/ringwraith10/status/2012028903301550212) 2026-01-16T05:07Z [---] followers, [--] engagements "@AutismCapital going to start using chatgpt more to see what stuff they recommend me these ads will be fire" [X Link](https://x.com/ringwraith10/status/2012233589446914194) 2026-01-16T18:40Z [---] followers, [---] engagements "@CryptoKaleo maybe a bit of a tariff headwind to be cautious of tho" [X Link](https://x.com/ringwraith10/status/2012234530862641248) 2026-01-16T18:44Z [---] followers, [---] engagements "NY closed for the week (and on monday for mlk day) but equity perps keep moving - set your stink bids -5% from the closing price to scalp liquidation cascades - quote wider to catch fat fingers that blow through the book https://t.co/2iLLGEhuyA https://t.co/2iLLGEhuyA" [X Link](https://x.com/ringwraith10/status/2012269097371717985) 2026-01-16T21:01Z [---] followers, [---] engagements "@NBA__trey @vladtenev how did you increase your $5000 daily withdrawal limit" [X Link](https://x.com/ringwraith10/status/2012276372815663276) 2026-01-16T21:30Z [---] followers, [--] engagements "@0xTDG predict btc up or down 10x in a row on polymarket" [X Link](https://x.com/ringwraith10/status/2012280514258813387) 2026-01-16T21:47Z [---] followers, [--] engagements "@SalsaTekila chinese EVs are goated like driving in 2050" [X Link](https://x.com/ringwraith10/status/2012365523988676939) 2026-01-17T03:25Z [---] followers, [---] engagements "@0xasrequired @premierleague meanwhile united got rid of tezos" [X Link](https://x.com/ringwraith10/status/2012560527185093087) 2026-01-17T16:19Z [---] followers, [--] engagements "@Dead1un and some liquidation rules are better" [X Link](https://x.com/ringwraith10/status/2012591893125677171) 2026-01-17T18:24Z [---] followers, [--] engagements "lighter probably has equity perps features in reserve waiting for the correct timing [--]. enabling weekend equity perp trading [--]. listing more prominent markets faster (proximity to RH enables them to list popular names faster) overall on the lighter vs hl discourse or growth of any cex/dex for that matter is that in the big picture you need to nail a small window for when tokens appreciate significantly again bitcoin ath etc and where that significant inflow goes is hard to predict overall on the lighter vs hl discourse or growth of any cex/dex for that matter is that in the big picture you" [X Link](https://x.com/ringwraith10/status/2012691367995044175) 2026-01-18T00:59Z [---] followers, [---] engagements "@Cbb0fe this time they're gonna be funded by jp morgan instead of a16z" [X Link](https://x.com/ringwraith10/status/2012877278296834098) 2026-01-18T13:18Z [---] followers, [---] engagements "MLK day market holiday but CME futures open -- means potentially nice arbs between HIP3 markets afaik @markets_xyz oracles for SPY QQQ and IWM remain on internal pricing but @tradexyz XYZ100 will revert back to spot implied MNQ good time to try some funding rate strats" [X Link](https://x.com/ringwraith10/status/2013020335826669847) 2026-01-18T22:47Z [---] followers, [---] engagements "@signulll Weekend price discovery for equities has been very cool" [X Link](https://x.com/ringwraith10/status/2013098673878569070) 2026-01-19T03:58Z [---] followers, [---] engagements "you are an associate clocking in for your weekend shift orderbooks boring every saturday suddenly your bbg flashes some china taiwan news your bids are all hit and inventory risk is out of control desk head is unreachable bc he's at his kids soccer game bye bye pnl ZOOMER NYSE TO ENABLE 24/7 TRADING OF US EQUITIES: RTRS ZOOMER NYSE TO ENABLE 24/7 TRADING OF US EQUITIES: RTRS" [X Link](https://x.com/ringwraith10/status/2013343892528152660) 2026-01-19T20:12Z [---] followers, [---] engagements "@Hypurr hyperliquid is NOT closed on sundays" [X Link](https://x.com/ringwraith10/status/2013349035139006590) 2026-01-19T20:33Z [---] followers, [--] engagements "@MINHxDYNASTY @HyperliquidX these types of arbs naturally get filled as the market matures" [X Link](https://x.com/ringwraith10/status/2013373401004413009) 2026-01-19T22:10Z [---] followers, [---] engagements "@WatcherGuru time to write articles on 24/7 stock trading and vampiring impressions and gms" [X Link](https://x.com/ringwraith10/status/2013473861346476529) 2026-01-20T04:49Z [---] followers, [---] engagements "if there's demand the market will mature we look at xyz:SILVER bid-ask spread [--] min before NY close over the week Jan 9: 5.38bp avg Jan 16: 2.52bp avg curious when we reach 1bp parity with CME futures" [X Link](https://x.com/ringwraith10/status/2013697692396835252) 2026-01-20T19:38Z [---] followers, [---] engagements "@sanmishen Likely the taker volume is slippage constrained so means that deeper bids arent hit" [X Link](https://x.com/ringwraith10/status/2013730834671427767) 2026-01-20T21:50Z [---] followers, [--] engagements "start thinking about round [--] does silver go hit [---] before btc JUST IN: $4850 Gold https://t.co/K5JJhOLrDP JUST IN: $4850 Gold https://t.co/K5JJhOLrDP" [X Link](https://x.com/ringwraith10/status/2013833592313450836) 2026-01-21T04:38Z [---] followers, [---] engagements "@balance_canada @aave looking forward to how defi strategies evolve from this new capital inflow" [X Link](https://x.com/ringwraith10/status/2013993378719920206) 2026-01-21T15:13Z [---] followers, [--] engagements "@0xLoris @TroveMarkets isn't this mitigated a lot more via liquidity pool perpdex like gmx/ostium instead of clob" [X Link](https://x.com/ringwraith10/status/2014000913216663886) 2026-01-21T15:43Z [---] followers, [---] engagements "@Only1temmy feel like hyperliquid is beyond a protocol at this point" [X Link](https://x.com/ringwraith10/status/2014012934150643906) 2026-01-21T16:31Z [---] followers, [--] engagements "@Matt_Zurich @tradexyz @felixprotocol Ah so its a dependency on the third party that has to make the feed" [X Link](https://x.com/ringwraith10/status/2014026143154819403) 2026-01-21T17:23Z [---] followers, [--] engagements "@defi_kay_ @mert eh I think you have to normalize wrt BTC price and other protocol revenue as well" [X Link](https://x.com/ringwraith10/status/2014041460576858392) 2026-01-21T18:24Z [---] followers, [---] engagements "@Wajahat Cheaper to execute and less volatile makes it easier to digest" [X Link](https://x.com/ringwraith10/status/2014159819855249869) 2026-01-22T02:14Z [---] followers, [---] engagements "@kidponga @HyperliquidX commodities super cycle gonna make this go parabolic" [X Link](https://x.com/ringwraith10/status/2014173412822860097) 2026-01-22T03:08Z [---] followers, [--] engagements "@katexbt unfortunately there are better places to find that 10x" [X Link](https://x.com/ringwraith10/status/2014180548889993572) 2026-01-22T03:37Z [---] followers, [----] engagements "@Citrini7 fwiw she did outperform q's last year lol" [X Link](https://x.com/ringwraith10/status/2014192010689753272) 2026-01-22T04:22Z [---] followers, [----] engagements "@Defi_Warhol Dont the kalshi fees kill all the pnl" [X Link](https://x.com/ringwraith10/status/2014318329364656178) 2026-01-22T12:44Z [---] followers, [----] engagements "@0xBroze nice flx:copper is orders of magnitude deeper than xyz:copper right now" [X Link](https://x.com/ringwraith10/status/2014366517840826408) 2026-01-22T15:56Z [---] followers, [---] engagements "@Evan_ss6 renaissance medallion vs the rest of the street" [X Link](https://x.com/ringwraith10/status/2014370795112280339) 2026-01-22T16:13Z [---] followers, [---] engagements "@0xMerp and silver is going to beat btc to 130" [X Link](https://x.com/ringwraith10/status/2014419872822825254) 2026-01-22T19:28Z [---] followers, [---] engagements "@nahnah64 OI going up is probably directly tied to the dreamcash mobile app onboarding new users otherwise not sure why a frontend agnostic user would hold cash:us500 over km:us500 since the latter came out first and has arguably better incentives" [X Link](https://x.com/ringwraith10/status/2014571613635625432) 2026-01-23T05:31Z [---] followers, [---] engagements "different mark price implementations for equity perps markets mean different weekend liquidation risks 1) bound mark price to some range within a floating oracle (@markets_xyz @felixprotocol ) 2) bound mark price within safety range of friday close (@tradexyz ) --- these have their tradeoffs 1) if oracle depends on an orderbook pressure adjusted moving avg then positions are susceptible to adversarial liquidations 2) if mark price is bounded by friday close then weekend black swans can prevent underwater positions from being liquidated until sunday night --- in the end our goal is to" [X Link](https://x.com/ringwraith10/status/2014820424597831768) 2026-01-23T21:59Z [---] followers, [---] engagements "@CryptoKaleo the fear is that all the other metals are bid up then liquidity tightens and btc lags permanently" [X Link](https://x.com/ringwraith10/status/2014823119362351477) 2026-01-23T22:10Z [---] followers, [---] engagements "should get a polymarket going on if @tradexyz copper mark price hits limit up this weekend +5% from Friday close seems not too far" [X Link](https://x.com/ringwraith10/status/2015115445892788418) 2026-01-24T17:32Z [---] followers, [----] engagements "the next trading app is the periodic table highschool kids going 10x long directly from their textbook when not if @agnostoxxx @zephyr_z9 Tungsten is actually better than copper in the short term as its strategic critical minerals now by both China and US lol. And this was something just happened in the last two weeks. @agnostoxxx @zephyr_z9 Tungsten is actually better than copper in the short term as its strategic critical minerals now by both China and US lol. And this was something just happened in the last two weeks" [X Link](https://x.com/ringwraith10/status/2015248835484721557) 2026-01-25T02:22Z [---] followers, [---] engagements "@DeFiMinty unfortunately think other metals get a first look fear is if liquidity tightens sooner than expected" [X Link](https://x.com/ringwraith10/status/2015445084779524490) 2026-01-25T15:22Z [---] followers, [---] engagements "xyz:COPPER has a mind of its own 4% premium to MHGH even after futures market reopened still at 2% should get a polymarket going on if @tradexyz copper mark price hits limit up this weekend +5% from Friday close seems not too far should get a polymarket going on if @tradexyz copper mark price hits limit up this weekend +5% from Friday close seems not too far" [X Link](https://x.com/ringwraith10/status/2015562243899883523) 2026-01-25T23:07Z [---] followers, [---] engagements "@sanmishen so much free money here" [X Link](https://x.com/ringwraith10/status/2015568214458065002) 2026-01-25T23:31Z [---] followers, [--] engagements "@stevenyuntcap cannot come at a better time given global macro" [X Link](https://x.com/ringwraith10/status/2015814389371134458) 2026-01-26T15:49Z [---] followers, [---] engagements "@chameleon_jeff Hyperliquid" [X Link](https://x.com/ringwraith10/status/2015825038306377730) 2026-01-26T16:31Z [---] followers, [---] engagements "@investingluc how many sigmas does the retracement add in" [X Link](https://x.com/ringwraith10/status/2015889450467791289) 2026-01-26T20:47Z [---] followers, [----] engagements "@izebel_eth the more interesting one is future perp basis" [X Link](https://x.com/ringwraith10/status/2016013007306797525) 2026-01-27T04:58Z [---] followers, [---] engagements "@TheiaResearch probably need to also be robust to collusion between said sophisticated borrowers and lenders" [X Link](https://x.com/ringwraith10/status/2016279504679817715) 2026-01-27T22:37Z [---] followers, [--] engagements "we built a dashboard to shed light on ADL mechanics on HIP3 markets esp with the silver crash end of jan liquidation on HIP3 is different than regular HL markets. HIP3 has no backstop liquidator vault so if book liquidity is depleted in the liquidation process it goes straight to ADL -- now HIP3 traders can calculate rank in the ADL queue for each position - how many people get ADL'd before you - how much notional the other users have (blue line) see what price might trigger an ADL - estimate how much liquidation can the orderbook absorb - evaluate the excess hits the ADL (red line)" [X Link](https://x.com/anyuser/status/2021750994564993508) 2026-02-12T00:59Z [---] followers, 23.6K engagements "@initia @embr_labs @robotventures @lattice_fund @templedao see you all in the arena" [X Link](https://x.com/ringwraith10/status/1912138981510164904) 2025-04-15T13:40Z [---] followers, [---] engagements "@Buy_init @robotventures @lattice_fund @templedao @embr_labs @initia" [X Link](https://x.com/ringwraith10/status/1912141473908240827) 2025-04-15T13:50Z [---] followers, [--] engagements "think window of easy big HIP3 liquidation money is closing scalpers migrating between distressed assets faster competing harder for forced liquidation flow today $1.2m AAPL then $2.7m ORCL got liquidated -- before AAPL liq: -3% theoretical ORCL wick -- after bidders rotated over: 1% impact half ORCL OI absorbed starting to see this on weekends too https://twitter.com/i/web/status/2013826205791711351 https://twitter.com/i/web/status/2013826205791711351" [X Link](https://x.com/ringwraith10/status/2013826205791711351) 2026-01-21T04:09Z [---] followers, [---] engagements "@labubu_trader pullback was probably the 2% roundtrip today lol" [X Link](https://x.com/ringwraith10/status/2014170698835497282) 2026-01-22T02:58Z [---] followers, [---] engagements "@sshxbt probably pending pyth oracle setup @PythNetwork @tradexyz https://app.hyperliquid.xyz/trade/xyz:SKHX https://app.hyperliquid.xyz/trade/xyz:SKHX" [X Link](https://x.com/ringwraith10/status/2014312097371316329) 2026-01-22T12:20Z [---] followers, [---] engagements "interestingly @tradexyz alternates between spot and futures for their oracles on commodities - futures for copper natgas and oil - spot for gold and silver futures are usually more liquid (less manipulatable) but because they expire they need to be rolled for the copper and oil oracles tradexyz will gradually blend the march and may futures together keep an eye out for the feb [--] roll" [X Link](https://x.com/ringwraith10/status/2014399487872028797) 2026-01-22T18:07Z [---] followers, 15.1K engagements "@Citrini7 long some copper and sk hynix on hyperliquid for more capital efficiency" [X Link](https://x.com/ringwraith10/status/2014831955078939046) 2026-01-23T22:45Z [---] followers, [----] engagements "hip3 is early-game catan some deployers grabbing new intersections (palladium USAR) some fighting for the same wheat hex (TSLA #4) board's still mostly open https://t.co/zSdX6yKDCV https://t.co/zSdX6yKDCV" [X Link](https://x.com/ringwraith10/status/2015895601955660153) 2026-01-26T21:12Z [---] followers, [----] engagements "one market maker dominated xyz:silver yesterday 50% participation 750m volume $105k realized pnl but got clipped after the US close toxic flow after hours" [X Link](https://x.com/ringwraith10/status/2016190659619643641) 2026-01-27T16:44Z [---] followers, [----] engagements "@bartdothl Honest gains" [X Link](https://x.com/ringwraith10/status/2016198868979871892) 2026-01-27T17:17Z [---] followers, [---] engagements "@kelxyz_ the cit hyperliquid tweet is the sign" [X Link](https://x.com/ringwraith10/status/2016205259983536418) 2026-01-27T17:42Z [---] followers, [---] engagements "@CryptoKaleo maybe need to call it silver paper or gold paper" [X Link](https://x.com/ringwraith10/status/2016206351370776847) 2026-01-27T17:47Z [---] followers, [---] engagements "@bqbrady an argument to hold physical precious metals" [X Link](https://x.com/ringwraith10/status/2016247512122769573) 2026-01-27T20:30Z [---] followers, [--] engagements "and if you look at other players some run a similar algo to our lead market maker others are almost on the opposite side interesting game one market maker dominated xyz:silver yesterday 50% participation 750m volume $105k realized pnl but got clipped after the US close toxic flow after hours https://t.co/TAlO6z7qds one market maker dominated xyz:silver yesterday 50% participation 750m volume $105k realized pnl but got clipped after the US close toxic flow after hours https://t.co/TAlO6z7qds" [X Link](https://x.com/ringwraith10/status/2016287423676784875) 2026-01-27T23:09Z [---] followers, [----] engagements "was wowed by how seamless onramping from robinhood was today got capped to $5000 for no reason agent tells me they disabled my transfers to "ensure the security of my account" and to "try again over the next couple of weeks" can we improve on this @vladtenev" [X Link](https://x.com/ringwraith10/status/2016338252706226672) 2026-01-28T02:31Z [---] followers, [----] engagements "from persistent discount - fair - persistent premium longest time spent consecutively outside arb bounds in a month for @tradexyz nasdaq sticky funding rates playing peekaboo across assets lately" [X Link](https://x.com/ringwraith10/status/2016574505183842389) 2026-01-28T18:10Z [---] followers, [---] engagements "@skewga_hyper its all the msft employees dumping their shares" [X Link](https://x.com/ringwraith10/status/2016672096160502096) 2026-01-29T00:37Z [---] followers, [--] engagements "in perp land gold and silver are top [--] by volume what about onchain lending morpho and aave still only in the 10-20m collateralization range lot of room for gold and silver backed CDPs" [X Link](https://x.com/ringwraith10/status/2016675289187696664) 2026-01-29T00:50Z [---] followers, [---] engagements "@0xcarlisle yeah could just bridge XAUT over or perhaps there are talks to build XAUH" [X Link](https://x.com/ringwraith10/status/2016708992702017748) 2026-01-29T03:04Z [---] followers, [--] engagements "lot of nice basis trade entry points given $20m in liquidations nearby for @tradexyz copper probably better roi to just go long managing short margin today will be difficult" [X Link](https://x.com/ringwraith10/status/2016881791643136470) 2026-01-29T14:31Z [---] followers, [---] engagements "@frankdegods correlation [--] on parabolic metals move i'd say" [X Link](https://x.com/ringwraith10/status/2016911873614979220) 2026-01-29T16:30Z [---] followers, [---] engagements "@labubu_trader do you think msft earnings was the trigger for correlation [--] or was it the parabolic metals move" [X Link](https://x.com/ringwraith10/status/2016913128852771263) 2026-01-29T16:35Z [---] followers, [----] engagements "@labubu_trader that makes sense ty for the mental model" [X Link](https://x.com/ringwraith10/status/2016916776148222280) 2026-01-29T16:50Z [---] followers, [---] engagements "@labubu_trader think this is bullish btc actually lol" [X Link](https://x.com/ringwraith10/status/2016997584041017736) 2026-01-29T22:11Z [---] followers, [---] engagements "being a good basis trader for HIP3 is mostly getting good entries just because mark is higher than oracle doesn't mean you should short it you need to consider where the instrument usually trades relative to its oracle doesn't make sense to short @tradexyz copper at +5 bps to fair when it usually lives at +15 to +20bps better to long here and let the spread widen back to normal https://twitter.com/i/web/status/2017015082308317669 https://twitter.com/i/web/status/2017015082308317669" [X Link](https://x.com/ringwraith10/status/2017015082308317669) 2026-01-29T23:20Z [---] followers, [---] engagements "interestingly silver basis between futuress and spot has not materially changed but on HL the premium is exploding despite liquidation after liquidation who is quoting at such high levels" [X Link](https://x.com/ringwraith10/status/2017297564182184343) 2026-01-30T18:03Z [---] followers, [--] engagements "@gumsays this was the wildest thing today" [X Link](https://x.com/ringwraith10/status/2017312964932440148) 2026-01-30T19:04Z [---] followers, [----] engagements "@ArthuronHL also the spread between different deployers was ridiculous" [X Link](https://x.com/ringwraith10/status/2017313548469162467) 2026-01-30T19:06Z [---] followers, [----] engagements "@contrarianmarco eh but you should be able to trade spreads against traditional books so [--] is better than [--] arguably" [X Link](https://x.com/ringwraith10/status/2017319626594464197) 2026-01-30T19:30Z [---] followers, [---] engagements "days like today you learn to avoid putting on suboptimal positions especially as everything is nuking and basis is blowing out only then is there even the chance to monetize 4% spreads instead of getting clipped on forced deleveraging There's a 4% price difference between SILVER on Hyperliquid and Silver CFDs. This means you can short on HL and long silver to collect 3-4% once this gap closes. If the gap doesn't close immediately you get paid funding which is 1000% per year. https://t.co/47mW7PrmVK There's a 4% price difference between SILVER on Hyperliquid and Silver CFDs. This means you can" [X Link](https://x.com/ringwraith10/status/2017322992838070778) 2026-01-30T19:44Z [---] followers, [---] engagements "@contrarianmarco fwiw I do think the multiple market same name is a UX inefficiency I do see convergence of markets though for HL to a primary leader" [X Link](https://x.com/ringwraith10/status/2017330361206780094) 2026-01-30T20:13Z [---] followers, [---] engagements "@Lighter_xyz zk stuff enabling efficient lending collateralized by perps positions maybe" [X Link](https://x.com/ringwraith10/status/2017330839588134946) 2026-01-30T20:15Z [---] followers, [----] engagements "@capnpope @vasuxbt @Cbb0fe he's definitely not directional https://x.com/Cbb0fe/status/2017297786782253178 Got tagged hundred of times about our "shorts" (delta neutral positions) for the few last days Now no one is talking Brokies on CT are such pathetic larps 😂 https://x.com/Cbb0fe/status/2017297786782253178 Got tagged hundred of times about our "shorts" (delta neutral positions) for the few last days Now no one is talking Brokies on CT are such pathetic larps 😂" [X Link](https://x.com/ringwraith10/status/2017336578863996988) 2026-01-30T20:38Z [---] followers, [---] engagements "@0xThoor the books are usually pretty deep though lot of liquidations were absorbed" [X Link](https://x.com/ringwraith10/status/2017362279566610503) 2026-01-30T22:20Z [---] followers, [----] engagements "on a day of record breaking activity for metals we look back at our favorite hip3 market maker's performance he did well up until the AQG deleveraging event tldr the AQG (2x SLV) ETF create and redeem structure likely accelerated selloff until the 13:25 cutoff time our mm went long almost $3.5m before the drawdown really accelerated as premiums spiked (north of 4%) he suddenly went short when 13:25 hit as the market rallied he was caught offside and couldn't close his deltas fast enough. this may have kept basis elevated I would assume he is hedging offchain given the size one market maker" [X Link](https://x.com/ringwraith10/status/2017412637156417846) 2026-01-31T01:40Z [---] followers, [----] engagements "@moltbook bid the retracement" [X Link](https://x.com/ringwraith10/status/2017614549331972386) 2026-01-31T15:02Z [---] followers, [--] engagements "@Matt_Zurich Dmed" [X Link](https://x.com/ringwraith10/status/2017629879974396116) 2026-01-31T16:03Z [---] followers, [--] engagements "@arthur0x but you can still see liquidation clusters on cex as well so the liquidation hunt remains in effect" [X Link](https://x.com/ringwraith10/status/2017675276684070946) 2026-01-31T19:04Z [---] followers, [---] engagements "@lukecannon727 nah copper gonna go limit down" [X Link](https://x.com/ringwraith10/status/2017687907952116109) 2026-01-31T19:54Z [---] followers, [--] engagements "he started quoting xyz:copper a few hours ago interestingly he is absorbing the $2m twap sell flat pnl reflects his difficulty in exiting those positions copper is -3% from friday close while gold and silver are flat why quote copper this weekend at all on a day of record breaking activity for metals we look back at our favorite hip3 market maker's performance he did well up until the AQG deleveraging event tldr the AQG (2x SLV) ETF create and redeem structure likely accelerated selloff until the 13:25 cutoff time our mm https://t.co/3da3fwfDBg on a day of record breaking activity for metals" [X Link](https://x.com/ringwraith10/status/2017692037915517138) 2026-01-31T20:10Z [---] followers, [----] engagements "@Vivid0xReal Yeah no way to hedge deltas" [X Link](https://x.com/ringwraith10/status/2017700673085677896) 2026-01-31T20:45Z [---] followers, [--] engagements "@coinmamba liquidation hunts just a byproduct of trading in general even in tradfi you can see option OI and gamma levels" [X Link](https://x.com/ringwraith10/status/2017704182774464832) 2026-01-31T20:58Z [---] followers, [---] engagements "@Matt_Zurich yeah still looking into this too maybe some kind of relative basis stuff between the metals often times he was long gold short silver or vice versa" [X Link](https://x.com/ringwraith10/status/2017759407652634838) 2026-02-01T00:38Z [---] followers, [--] engagements "@Evan_ss6 my man is a liquidation sniper" [X Link](https://x.com/ringwraith10/status/2017760461911961776) 2026-02-01T00:42Z [---] followers, [--] engagements "@0xMerp hyperliquid copper" [X Link](https://x.com/ringwraith10/status/2017761519946055818) 2026-02-01T00:46Z [---] followers, [--] engagements "one of the biggest unlocks from unified accounts for hyperliquid is the massive ux improvement for hip3 trading @tradexyz markets with other deployers' markets no longer needs a send to spot / send back to perps usdc dance should bring spreads down a lot" [X Link](https://x.com/ringwraith10/status/2017769825121030404) 2026-02-01T01:19Z [---] followers, [---] engagements "@Polymarket didn't moltbook already do this or is the condition through a true legal process" [X Link](https://x.com/ringwraith10/status/2017797197157281972) 2026-02-01T03:08Z [---] followers, [---] engagements "@chainyoda same with CME silver went from like 15x - 6x" [X Link](https://x.com/ringwraith10/status/2017797351750975758) 2026-02-01T03:09Z [---] followers, [--] engagements "@AnyonCurve @ScottPh77711570 @therobotjames Monetizing uninformed flow from multiple deployers / multiple assets on hyperliquid equity perps Probably many months left" [X Link](https://x.com/ringwraith10/status/2017811929142579569) 2026-02-01T04:07Z [---] followers, [----] engagements "@elonmusk Essentially maps to the country near term future gdp" [X Link](https://x.com/ringwraith10/status/2017964909452038156) 2026-02-01T14:15Z [---] followers, [--] engagements "@x256xx hypurrscan doesn't update for terminated twaps it seems the gold twap was terminated a few hours ago but remains active on the hypurrscan dashboard" [X Link](https://x.com/ringwraith10/status/2017973195752488967) 2026-02-01T14:47Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@0xringwraith10 walterwalter posts on X about polymarket, silver, hyperliquid, copper the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance cryptocurrencies exchanges technology brands stocks countries automotive brands travel destinations events fashion brands
Social topic influence polymarket #2050, silver #4131, hyperliquid #444, copper, liquidity #1848, in the, oracle, flow, gold, book
Top assets mentioned USDC (USDC) Robinhood Markets, Inc. (HOOD) Metlife Inc (MET) Coinbase Global Inc. (COIN) aixbt by Virtuals (AIXBT) Celestia (TIA) Spotify Technology (SPOT)
Top posts by engagements in the last [--] hours
"@ojblanchard1 How does this affect mbappes move to Real Madrid"
X Link 2024-06-10T12:19Z [---] followers, [----] engagements
"chatting restaking x stablecoins in brussels jul 6-7 @stable_summit nfa"
X Link 2024-07-03T14:13Z [---] followers, [----] engagements
"Organic stake flow between marketplaces like @eigenlayer and @symbioticfi necessarily impacts services economic security Services supporting a multi-marketplace approach could be one method to help mitigate some of these risks Slides here https://www.gauntlet.xyz/resources/restaking-flows-and-implications-on-services We're still buzzing from Restaking Day For those who missed it or want to dig in again below are the slides from @0xringwraith10's keynote on restaking flows and implications on services. Stay tuned for clips full videos and more https://t.co/X05l0m5Nxh"
X Link 2024-07-10T15:26Z [---] followers, [---] engagements
"having ethcc in brussels was probably welfare maximizing imagine having it in a nice place like antwerp would have irrevocably corrupted such a quaint town"
X Link 2024-07-12T11:10Z [---] followers, [---] engagements
"yeah this is the wrong way to think about it imagine ghent / antwerp after a week with someone shilling a new L2 at every coffee shop and restaurant study second order effects went to the city of ghent last night which is a [--] minute train ride from brussels this industry truly inflicts max pain upon itself we could have just spent a week here instead https://t.co/VTBaBOeLEn went to the city of ghent last night which is a [--] minute train ride from brussels this industry truly inflicts max pain upon itself we could have just spent a week here instead https://t.co/VTBaBOeLEn"
X Link 2024-07-13T16:01Z [---] followers, [---] engagements
"i spy with my little eye today's restaking graph passing by Restaking registration strategies are taking shape: Pure operators seem assertive with AVS registration LRTs have different approaches: @ether_fi has been somewhat conservative with @RenzoProtocol being more aggressive @tarunchitra also just published a paper exploring https://t.co/PEOIl5G1W8 Restaking registration strategies are taking shape: Pure operators seem assertive with AVS registration LRTs have different approaches: @ether_fi has been somewhat conservative with @RenzoProtocol being more aggressive @tarunchitra also just"
X Link 2024-08-06T17:39Z [---] followers, [----] engagements
"why are ppl bearish defi there was literally an imperial star destroyer above wall st last night"
X Link 2024-08-29T17:04Z [---] followers, [---] engagements
"@cryptopunk7213 probably need some counterparty verification given most business still requires degree of trust"
X Link 2025-01-16T04:08Z [---] followers, [--] engagements
"@0xCheeezzyyyy @pendle_fi @ethena_labs @babylonlabs_io @eigenlayer @SolvProtocol @Lombard_Finance @symbioticfi @swellnetworkio @KelpDAO @ether_fi @RenzoProtocol @puffer_finance YT gonna fluctuate a lot when variable rewards come out"
X Link 2025-01-16T15:00Z [---] followers, [--] engagements
"this is what it looks like when everyone rotates out of eth at the same time"
X Link 2025-01-18T14:48Z [---] followers, [---] engagements
"How to avoid going crazy this cycle Put bids in for 40k sign up for embr waitlist beware clicking this link may result in accidental early rewards waitlist protocols activated at https://t.co/GoNFdPkrkH 👀 remember to verify all interactions and report any alpha sightings initiation approaching evolution inevitable gEmbr beware clicking this link may result in accidental early rewards waitlist protocols activated at https://t.co/GoNFdPkrkH 👀 remember to verify all interactions and report any alpha sightings initiation approaching evolution inevitable gEmbr"
X Link 2025-02-28T15:16Z [---] followers, [---] engagements
"@aixbt_agent @ymat616 time to add to my $AIXBT bags"
X Link 2025-03-21T13:30Z [---] followers, [---] engagements
"10 days into @embr_labs testnet and the people have spoken the most collateralized meme in COC is $POOR the meme that pays out the most is also $POOR hmm"
X Link 2025-05-11T05:09Z [---] followers, [----] engagements
"Sniping tokens is just natural evolution of market participants trying to devise best strategies against tokens and assets backed by transient fragile attention Mitigating sniping -- without killing the fast pumps that make attention based assets unique -- requires more than just a simple bonding curve upgrade This is the central thesis we have @embr_labs and what guides our COC design -- tokens need to have second chances at life and/or ability to offer returns orthogonal to standard vibe based trading The biggest problem launchpads have is sniping Sniping makes it harder to have natural"
X Link 2025-05-17T23:05Z [---] followers, [----] engagements
"aite time to start scoping out v2 😉 MAINNET IS LIVE with @initia (and @celestia underneath) Memes dont just launch anymore - they enter the Chains of Chaos a strategy game where tokens battle for liquidity. Welcome to Embr ⚔🔥 https://t.co/3eFF1slw7c MAINNET IS LIVE with @initia (and @celestia underneath) Memes dont just launch anymore - they enter the Chains of Chaos a strategy game where tokens battle for liquidity. Welcome to Embr ⚔🔥 https://t.co/3eFF1slw7c"
X Link 2025-05-20T04:24Z [---] followers, [---] engagements
"mbe chains of chaos should go down more often some weird aws error today will be fixed by gametime tmrw cya then WALTER IS $DEBUGGING (do not buy please you will lose money) We will attempt @embr_labs Chains of Chaos [--] tomorrow 10pm WALTER IS $DEBUGGING (do not buy please you will lose money) We will attempt @embr_labs Chains of Chaos [--] tomorrow 10pm"
X Link 2025-05-23T02:46Z [---] followers, [----] engagements
"@0xren_cf Would be interesting to see the gradient of expected liquidation time to spot returns (probably fluctuates a lot) and how that impacts hedging costs"
X Link 2025-05-30T02:04Z [---] followers, [---] engagements
"COC returns for final day of epoch [--] and will run daily from epoch [--]. A number of changes to balance gameplay and evolve COC to create the most sustainable competitive and strategically rich environment [--]. temporarily disabling extractions -- we have to build out the Initia trenches more and bring more degeneracy before we can activate this. This means that game winnings are now boosted by VIP + drawn from the total collateral pool. [--]. today's winnings vest and unlock at the next round tomorrow. While some previous rounds managed to inject all the liquidity into round winners this liquidity"
X Link 2025-06-05T01:39Z [---] followers, [----] engagements
"spotify play cruel summer"
X Link 2025-06-13T02:18Z [---] followers, [---] engagements
"some musings one month into @embrdotfun to pair with our nice visual upgrades - Chains of Chaos gives good interaction between holders and various memes. seems useful when designing early stage trenches in early ecosystems - think we found a good balance of focused VIP + free to play rounds to allow for us to try out different battle implementations so what do we want to tackle next -- - pushing on the token creation / trading pipeline on the platform-- enable more and more tokens to be winners on COC - empowering players champion their own tokens and letting COC be the medium through which"
X Link 2025-06-24T03:48Z [---] followers, [---] engagements
"being sidelined on both the CRCL pump and the CRCL dump hits different"
X Link 2025-06-25T20:26Z [---] followers, [--] engagements
"rh announcement probably less bullish for ETH than most of timeline thinks but certainly giving new toys to the EU proletariat as per the robinhood name"
X Link 2025-06-30T15:59Z [---] followers, [--] engagements
"L1 emissions are often high in raw magnitude because it's traditionally reserved for large staking pool Quite a few inefficiencies here though which is why Pendle YTs allowed people without that capital to partake in that yield. But users needed to take on risk to leverage that yield especially if realized yield implied yield What if we could access that yield flow without any upfront capital -- [--] creators on @embrdotfun earned $3k in revenue over the past two weeks sourced from @initia L1 emissions double dipped through subsequent trading royalties. How They made the winning chains of chaos"
X Link 2025-07-04T02:14Z [---] followers, [----] engagements
"@embrdotfun gotta make sure our players eat well"
X Link 2025-07-18T03:07Z [---] followers, [--] engagements
"@embrdotfun Updates & Reflections We analyzed the past 500+ results from our gameplay and are announcing a couple new updates to the Chains of Chaos. Our next game at 15:00 UTC today will be free to play to test out these changes. [--]. old Double Health Bonus on Level [--] and under new Double Health Bonus for only Level [--] players [--]. old New memes created during epoch receive double damage boost new New memes during the epoch receive 1.25x damage boost -- Update 1: Double Health Bonus After looking at the data and discussing with our players well be updating the double health double bet bonus to"
X Link 2025-07-23T13:50Z [---] followers, [----] engagements
"@ImperiumPaper Launchpad of endless premium"
X Link 2025-08-20T04:38Z [---] followers, [--] engagements
"imo sport quality having better/leveraged/etc sports betting markets athlete manipulation of markets probably a concern Not sure of the current methods to police on chain betting but it does lead to ridiculous outcomes and variance is always good"
X Link 2025-08-20T05:03Z [---] followers, [---] engagements
"lol @Kalshi is showing which PL referees are biased -- 15:03 PGMOL says salisbury is suspended for liverpool-arsenal today because he messed up the chelsea-fulham VAR call yesterday -- liverpool odds drop from 43.7% to 41.9%"
X Link 2025-08-31T15:17Z [---] followers, [--] engagements
"lol @Kalshi is showing which PL referees are biased -- 15:03 PGMOL says salisbury is suspended for liverpool-arsenal today because he messed up the chelsea-fulham VAR call yesterday -- liverpool odds drop from 43.7% to 41.9% either that or some mega arsenal whale hates VAR"
X Link 2025-08-31T15:21Z [---] followers, [---] engagements
"@beast_ico spreads fees arbs the whole CLOB analysis playbook is analogous"
X Link 2025-09-04T03:21Z [---] followers, [--] engagements
"both the dollar and hyperliquid are green but USDC is blue hence USDT0 and USDH"
X Link 2025-09-07T04:13Z [---] followers, [---] engagements
"@Obesepotato_hl Hyperliquid"
X Link 2025-09-08T15:23Z [---] followers, [--] engagements
"@Loopifyyy hopefully a lot of people read this -- every liquidation saved from this helps us be robust against the inevitable bear"
X Link 2025-02-15T13:39Z [---] followers, [---] engagements
"a summary of the prev two weeks on @embrdotfun CoC last epoch was a two week long fight between our leading meme and a promising upstart. the biggest creator took home $1800 and their challenger took home $1000 INIT some strong strategies here especially after comparing against zora/base/heaven/solana land. are fees the true flywheel for creators the numbers show that the making good memes that deal good damage probably yields better revenue -- also some additional improvements beyond the mobile refactoring 🌽 double health - We are revising the double bet bonus for level [--] to only apply for"
X Link 2025-09-01T04:22Z [---] followers, [----] engagements
"@0xthade @ventuals @TroveMarkets ah maybe thats why the pred market has the upper hand here set of events with finite end time is obviously much greater"
X Link 2025-11-30T02:57Z [---] followers, [---] engagements
"@Atlantislq @Polymarket @datadashboards what caused the parabola"
X Link 2025-11-30T03:33Z [---] followers, [--] engagements
"@cyberxtremog isn't the cheaper cost of execution negated by thinner markets"
X Link 2025-11-30T15:35Z [---] followers, [---] engagements
"@fiyalkin @Lighter_xyz @variational_io @tradexyz @hibachi_xyz @BullpenFi @avantisfi @DriftProtocol @dYdX @Aster_DEX zootopia"
X Link 2025-11-30T15:49Z [---] followers, [---] engagements
"@NMTD8 next week will tell us how much previous volume was s3 hunting"
X Link 2025-11-30T20:28Z [---] followers, [---] engagements
"this week we will see hyperliquid activity sans points speculation. imo hyperliquid has achieved lindiness on this front and will end the perpdex meta still king of the hill with lighter as a nice alternative points programs elsewhere offer temporarily better execution - more sophisticated makers earn higher spreads against takers - indirect PFOF because a more sophisticated taker executes against a retail MM bot doing tight spreads for points -- basically HL becomes a bit competitive to trade on which can make it bleed flow and liquidity but farming is finite without meaningful technological"
X Link 2025-12-01T02:40Z [---] followers, [---] engagements
"@KHendersonCo playing around on @Polymarket can also be fruitful"
X Link 2025-12-02T04:39Z [---] followers, [---] engagements
"@0xBroze @HyperliquidX @felixprotocol do these track SI1 or XAG"
X Link 2025-12-05T15:50Z [---] followers, [---] engagements
"@JessieC91502 @0xaporia not sure humans can play chess randomly - i.e. preference for taking pieces because exciting"
X Link 2025-12-05T16:01Z [---] followers, [--] engagements
"@JessieC91502 @0xaporia disagree i'd argue your 5yo more likely plays a "take as many pieces as possible" strategy than none at all assuming he knows how pieces move but doesnt know objective of the game --- purely on the fact that snatching pieces is stimulating"
X Link 2025-12-05T16:15Z [---] followers, [--] engagements
"@degentradingLSD @lululemon help my bags out"
X Link 2025-12-05T16:32Z [---] followers, [--] engagements
"you guys should spend some time on r/kalshi absolute gems in here"
X Link 2025-12-05T17:37Z [---] followers, [--] engagements
"tradeoffs everywhere in trading - fee vs latency (HL vs Lighter) - collateral vs liquidity (@extendedapp XVS / @hyenatrade USDE markets vs deeper USDC pairs) - pro/retail (@InsilicoTrading @Euphoria_fi) if everything is a gambit how do we play them well @HyperGambitX"
X Link 2025-12-08T21:37Z [---] followers, [---] engagements
"some thoughts on HL portfolio margining wrt others - @extendedapp XVS probably offers higher idle collateral yield it is more intricate in that the collateral is also responsible for platform liquidity (i.e. XVS unwinds in downturns / XVS offsides wrt big whale positioning might make down wicks more punitive) - HL portfolio margining / idle USDC yields are likely lower since its not comingling with order book liquidity but there is extra liquidation potential in downturns (spot HYPE that collateralizes other longs will get liqed). but maybe this is balanced out by better basis-trade setup -"
X Link 2025-12-12T18:02Z [---] followers, [---] engagements
"when you overshoot on the BTC/NDX relative value this is probably the first such move under the growth mode regime on the weekend. Someone slammed the market dropping the price of XYZ100 by more than 3% in a minute and liquidating roughly $3M worth of positions https://t.co/XttBHfTB0D this is probably the first such move under the growth mode regime on the weekend. Someone slammed the market dropping the price of XYZ100 by more than 3% in a minute and liquidating roughly $3M worth of positions https://t.co/XttBHfTB0D"
X Link 2025-12-14T20:15Z [---] followers, [---] engagements
"market manipulation occurs when there is clear upside for the attacker (like JELLY recently or CRV / MANGO in older defi) which is why market params are designed to be robust against rational adversaries (i.e. they won't act if they lose money) and its assumed that the entity has a clear exit route but what if they are fine holding risk for extended periods of time the account that triggered the HL nasdaq weekend cascade is still adding to their positions and is betting that they can get out before futures reopen at 6pm ET"
X Link 2025-12-14T21:30Z [---] followers, [---] engagements
"@CL207 is there a regulatory difficulty in this given HL is technically not allowed in the states"
X Link 2025-12-20T04:27Z [---] followers, [--] engagements
"@zkTuring unfortunately it's still more costly to long XYZ100 than MNQ"
X Link 2025-12-20T15:58Z [---] followers, [--] engagements
"@loraclexyz europe is culture and sport capital tourism probably stems the capital bleeding somewhat but I don't have the trends on this foreign investment into sport is still promising"
X Link 2025-12-27T15:27Z [---] followers, [---] engagements
"@signulll @rootslashbin Air feels like a samsung"
X Link 2025-12-30T01:14Z [---] followers, [---] engagements
"but lighter is the premier zero fee exchange and for a retail trader it likely remains the cheapest place to execute. there should be a floor for activity and that floor is relatively high -- token accrues positive externalities from that flow -- find when best to FOMO everyone that sold their airdrop https://twitter.com/i/web/status/2006083266592530848 https://twitter.com/i/web/status/2006083266592530848"
X Link 2025-12-30T19:21Z [---] followers, [--] engagements
"@0xlykt think its a game of when best to FOMO airdrop sellers"
X Link 2025-12-30T19:25Z [---] followers, [--] engagements
"no better start to the weekend than a nice $400k liquidation in onchain AMZN"
X Link 2026-01-03T03:26Z [---] followers, [---] engagements
"@Polymarket need somewhere to trade oil futures over the weekend"
X Link 2026-01-03T20:33Z [---] followers, [---] engagements
"@KobeissiLetter swap new oil for silver reserves from neighbors peru chile and mexico"
X Link 2026-01-03T21:02Z [---] followers, [---] engagements
"@osf_rekt what taking out maduro does to a mf"
X Link 2026-01-06T15:53Z [---] followers, [--] engagements
"@tulipking no one priced in the definitional risk"
X Link 2026-01-06T18:30Z [---] followers, [--] engagements
"@brian_armstrong need to rally the troops after the housing crash by making other number go up"
X Link 2026-01-07T16:07Z [---] followers, [--] engagements
"memes are beta to pump which is beta to sol which is beta to btc which is down when ndx is up"
X Link 2026-01-07T17:35Z [---] followers, [--] engagements
"@camolNFT retardmaxxing"
X Link 2026-01-08T16:54Z [---] followers, [--] engagements
"@Polymarket interesting afaik trump doesn't drink alcohol"
X Link 2026-01-08T19:31Z [---] followers, [---] engagements
"@poopmandefi doesn't the borrow risk premium necessarily have to consider collateral x debt profile instead of just collateral profile i.e. lst loop is a different profile than eth wbtc so it seems the premium itself has to be a function of other parameterization"
X Link 2026-01-08T22:36Z [---] followers, [--] engagements
"@Pasta_Capital @pear_protocol equity coins trade ftw"
X Link 2026-01-08T23:36Z [---] followers, [--] engagements
"@_Kori_69 @ColeGotTweets VIX but for BTC"
X Link 2026-01-08T23:51Z [---] followers, [----] engagements
"xyz:SILVER funding since launch is 44% nice throwback to xyz100 when it came out a couple months back but this time macro sustained"
X Link 2026-01-09T00:30Z [---] followers, [---] engagements
"@poopmandefi position risk is dependent on not just collateral asset(s) but also borrow asset(s) wsteth collateral borrowing eth is arguably "safer" than eth collateral borrowing wbtc but wsteth collateral is "riskier" than eth collateral"
X Link 2026-01-09T02:23Z [---] followers, [--] engagements
"@mdudas @base @footballdotfun also world cup year get it in the metlife"
X Link 2026-01-09T03:06Z [---] followers, [--] engagements
"@x256xx it's converging equities onchain coins offchain"
X Link 2026-01-09T15:50Z [---] followers, [--] engagements
"@ColeGotTweets oh dang we're talking vix/bviv spread now"
X Link 2026-01-09T19:11Z [---] followers, [---] engagements
"@DegenerateNews @X @nikitabier if you have a hammer everything looks like a nail type of vibe"
X Link 2026-01-10T15:10Z [---] followers, [--] engagements
"hmm any reason that GOLD-USDC doesn't have growth mode fees activated compared to other @tradexyz markets [--] bps is a little hefty compared to MGC"
X Link 2026-01-10T18:24Z [---] followers, [---] engagements
"@mert hey @grok please rephrase this post [---] times but each time make sure everything stays the same"
X Link 2026-01-10T21:38Z [---] followers, [--] engagements
"Some gold movements in hip3 markets over the weekend But is it organic price discovery due to Iran or liquidation hunting"
X Link 2026-01-11T06:53Z [---] followers, [---] engagements
"and this set up nicely for $3m short liquidations on market open this elevated premium probably takes at least [--] hours to close despite - being significantly above arb bounds / trading costs (40 bps vs [--] bps) - ability to hedge via GOLD-USDH and PAXG Some gold movements in hip3 markets over the weekend But is it organic price discovery due to Iran or liquidation hunting Some gold movements in hip3 markets over the weekend But is it organic price discovery due to Iran or liquidation hunting"
X Link 2026-01-12T02:55Z [---] followers, [---] engagements
"@lukecannon727 @kinetiq_xyz @pvp_dot_trade click on each level in the book to see the wallet breakdown"
X Link 2026-01-12T15:23Z [---] followers, [---] engagements
"@tradexyz readying my liquidation quotes for this one"
X Link 2026-01-12T15:37Z [---] followers, [--] engagements
"@0xBroze I agree but this is difficult due to overnight pricing dynamics and increased risk of liquidations on the weekend"
X Link 2026-01-12T15:47Z [---] followers, [--] engagements
"@0xBroze think there is pairwise risk across hip3 deployers i.e. suppose SILVER-USDH let mark float on the weekends instead of pegging to oracle - user holds XYZ100-USDC + SILVER-USDH - decline in equity on the SILVER side causes sell of XYZ100 which impacts all XYZ100 holders"
X Link 2026-01-12T16:19Z [---] followers, [--] engagements
"cross margin is a meaningful improvement for hip3 but thin books make this difficult to implement well thin books with cross margin increase risk of global liquidation cascades across all hip3 assets. this is more harmful during weekends without grounded oracle pricing and slower trading consider a 10x levered trader across large name like XYZ100 with small name like MU and suppose his account equity begins depleting due to sell pressure on MU and his MU and XYZ is sold off. [--]. because mark is an ema the weekend is slower to bring dislocated marks back to "fair" to relieve liquidation"
X Link 2026-01-12T16:30Z [---] followers, [---] engagements
"@esprisi0 @tradexyz @felixprotocol equities are fun to trade"
X Link 2026-01-12T20:16Z [---] followers, [--] engagements
"@Crypto_McKenna Can see it for non index and non commodities Mes and mnq are too cheap to execute off chain"
X Link 2026-01-12T21:39Z [---] followers, [--] engagements
"@Polymarket buy xyz100 and us500 before mnq and mes gap up at the hour"
X Link 2026-01-12T22:34Z [---] followers, [----] engagements
"@lzminsky pretty similar to general writing in that perspective"
X Link 2026-01-13T16:06Z [---] followers, [--] engagements
"@Polymarket US getting free turns in global catan"
X Link 2026-01-13T17:57Z [---] followers, [---] engagements
"the silver perp basis trade can lead to significantly better spread treading pnl vs nasdaq perp but it's a lot more difficult bc of execution - you execute nasdaq futs (the oracle) against xyz100 - you execute silver futs (not the oracle) against xyz:SILVER this makes it so that mark/oracle on xyz can converge and your basis pnl has either - 2xed - decayed because the futspot basis has remained sticky https://twitter.com/i/web/status/2011273035949486579 https://twitter.com/i/web/status/2011273035949486579"
X Link 2026-01-14T03:03Z [---] followers, [---] engagements
"@WatcherGuru thanks for tanking indices"
X Link 2026-01-14T15:15Z [---] followers, [---] engagements
"@bull_bnb digital rocks lagging real rocks"
X Link 2026-01-14T15:22Z [---] followers, [--] engagements
"@notthreadguy digital rocks lagging real rocks"
X Link 2026-01-14T15:24Z [---] followers, [--] engagements
"@tradexyz Can we get gold to have growth mode fees please"
X Link 2026-01-14T18:10Z [---] followers, [--] engagements
"@AzFlin the social angle did not improve their conversion of the marginal user need to compete with rh and simplify to the basics crypto social probably only works for true crypto native but this is a userbase that is impossible to retain for cb"
X Link 2026-01-14T21:45Z [---] followers, [--] engagements
"@sjdedic oh wow this was 20c on HL premarket just a couple weeks ago after the liquidation hunt"
X Link 2026-01-15T15:22Z [---] followers, [---] engagements
"@aaalexhl yeah FOGO is still 4x the FDV of KNTQ"
X Link 2026-01-15T15:33Z [---] followers, [--] engagements
"@Polymarket feels underpriced under naive black scholes no"
X Link 2026-01-15T15:47Z [---] followers, [---] engagements
"remembering seeing FOGO manipulated to 60c a few weeks ago + how this was so mispriced against polymarket good tech but too many airdrop farmer bots showing up on the thread + preventing algo from showing it $FOGO is live. Claim your tokens and experience the power of 40ms block times: https://t.co/M5YmpXX1yZ $FOGO is live. Claim your tokens and experience the power of 40ms block times: https://t.co/M5YmpXX1yZ"
X Link 2026-01-15T16:02Z [---] followers, [---] engagements
"@kinetiq_xyz yup not sure how KNTQ FDV is 4x smaller than FOGO"
X Link 2026-01-15T17:33Z [---] followers, [---] engagements
"@aaronjmars time for some funding rate arb on this"
X Link 2026-01-15T22:08Z [---] followers, [--] engagements
"will portfolio margin be able to swap in and out of stables for hip3 can be confusing and inefficient now dreamcash usdt0 xyz usdc felix/kinetiq/ventuals usdh hyena usde"
X Link 2026-01-16T05:02Z [---] followers, [---] engagements
"@Vivid0xReal need a stablecoin management system next usdc usdh usdt0 usde"
X Link 2026-01-16T05:07Z [---] followers, [--] engagements
"@AutismCapital going to start using chatgpt more to see what stuff they recommend me these ads will be fire"
X Link 2026-01-16T18:40Z [---] followers, [---] engagements
"@CryptoKaleo maybe a bit of a tariff headwind to be cautious of tho"
X Link 2026-01-16T18:44Z [---] followers, [---] engagements
"NY closed for the week (and on monday for mlk day) but equity perps keep moving - set your stink bids -5% from the closing price to scalp liquidation cascades - quote wider to catch fat fingers that blow through the book https://t.co/2iLLGEhuyA https://t.co/2iLLGEhuyA"
X Link 2026-01-16T21:01Z [---] followers, [---] engagements
"@NBA__trey @vladtenev how did you increase your $5000 daily withdrawal limit"
X Link 2026-01-16T21:30Z [---] followers, [--] engagements
"@0xTDG predict btc up or down 10x in a row on polymarket"
X Link 2026-01-16T21:47Z [---] followers, [--] engagements
"@SalsaTekila chinese EVs are goated like driving in 2050"
X Link 2026-01-17T03:25Z [---] followers, [---] engagements
"@0xasrequired @premierleague meanwhile united got rid of tezos"
X Link 2026-01-17T16:19Z [---] followers, [--] engagements
"@Dead1un and some liquidation rules are better"
X Link 2026-01-17T18:24Z [---] followers, [--] engagements
"lighter probably has equity perps features in reserve waiting for the correct timing [--]. enabling weekend equity perp trading [--]. listing more prominent markets faster (proximity to RH enables them to list popular names faster) overall on the lighter vs hl discourse or growth of any cex/dex for that matter is that in the big picture you need to nail a small window for when tokens appreciate significantly again bitcoin ath etc and where that significant inflow goes is hard to predict overall on the lighter vs hl discourse or growth of any cex/dex for that matter is that in the big picture you"
X Link 2026-01-18T00:59Z [---] followers, [---] engagements
"@Cbb0fe this time they're gonna be funded by jp morgan instead of a16z"
X Link 2026-01-18T13:18Z [---] followers, [---] engagements
"MLK day market holiday but CME futures open -- means potentially nice arbs between HIP3 markets afaik @markets_xyz oracles for SPY QQQ and IWM remain on internal pricing but @tradexyz XYZ100 will revert back to spot implied MNQ good time to try some funding rate strats"
X Link 2026-01-18T22:47Z [---] followers, [---] engagements
"@signulll Weekend price discovery for equities has been very cool"
X Link 2026-01-19T03:58Z [---] followers, [---] engagements
"you are an associate clocking in for your weekend shift orderbooks boring every saturday suddenly your bbg flashes some china taiwan news your bids are all hit and inventory risk is out of control desk head is unreachable bc he's at his kids soccer game bye bye pnl ZOOMER NYSE TO ENABLE 24/7 TRADING OF US EQUITIES: RTRS ZOOMER NYSE TO ENABLE 24/7 TRADING OF US EQUITIES: RTRS"
X Link 2026-01-19T20:12Z [---] followers, [---] engagements
"@Hypurr hyperliquid is NOT closed on sundays"
X Link 2026-01-19T20:33Z [---] followers, [--] engagements
"@MINHxDYNASTY @HyperliquidX these types of arbs naturally get filled as the market matures"
X Link 2026-01-19T22:10Z [---] followers, [---] engagements
"@WatcherGuru time to write articles on 24/7 stock trading and vampiring impressions and gms"
X Link 2026-01-20T04:49Z [---] followers, [---] engagements
"if there's demand the market will mature we look at xyz:SILVER bid-ask spread [--] min before NY close over the week Jan 9: 5.38bp avg Jan 16: 2.52bp avg curious when we reach 1bp parity with CME futures"
X Link 2026-01-20T19:38Z [---] followers, [---] engagements
"@sanmishen Likely the taker volume is slippage constrained so means that deeper bids arent hit"
X Link 2026-01-20T21:50Z [---] followers, [--] engagements
"start thinking about round [--] does silver go hit [---] before btc JUST IN: $4850 Gold https://t.co/K5JJhOLrDP JUST IN: $4850 Gold https://t.co/K5JJhOLrDP"
X Link 2026-01-21T04:38Z [---] followers, [---] engagements
"@balance_canada @aave looking forward to how defi strategies evolve from this new capital inflow"
X Link 2026-01-21T15:13Z [---] followers, [--] engagements
"@0xLoris @TroveMarkets isn't this mitigated a lot more via liquidity pool perpdex like gmx/ostium instead of clob"
X Link 2026-01-21T15:43Z [---] followers, [---] engagements
"@Only1temmy feel like hyperliquid is beyond a protocol at this point"
X Link 2026-01-21T16:31Z [---] followers, [--] engagements
"@Matt_Zurich @tradexyz @felixprotocol Ah so its a dependency on the third party that has to make the feed"
X Link 2026-01-21T17:23Z [---] followers, [--] engagements
"@defi_kay_ @mert eh I think you have to normalize wrt BTC price and other protocol revenue as well"
X Link 2026-01-21T18:24Z [---] followers, [---] engagements
"@Wajahat Cheaper to execute and less volatile makes it easier to digest"
X Link 2026-01-22T02:14Z [---] followers, [---] engagements
"@kidponga @HyperliquidX commodities super cycle gonna make this go parabolic"
X Link 2026-01-22T03:08Z [---] followers, [--] engagements
"@katexbt unfortunately there are better places to find that 10x"
X Link 2026-01-22T03:37Z [---] followers, [----] engagements
"@Citrini7 fwiw she did outperform q's last year lol"
X Link 2026-01-22T04:22Z [---] followers, [----] engagements
"@Defi_Warhol Dont the kalshi fees kill all the pnl"
X Link 2026-01-22T12:44Z [---] followers, [----] engagements
"@0xBroze nice flx:copper is orders of magnitude deeper than xyz:copper right now"
X Link 2026-01-22T15:56Z [---] followers, [---] engagements
"@Evan_ss6 renaissance medallion vs the rest of the street"
X Link 2026-01-22T16:13Z [---] followers, [---] engagements
"@0xMerp and silver is going to beat btc to 130"
X Link 2026-01-22T19:28Z [---] followers, [---] engagements
"@nahnah64 OI going up is probably directly tied to the dreamcash mobile app onboarding new users otherwise not sure why a frontend agnostic user would hold cash:us500 over km:us500 since the latter came out first and has arguably better incentives"
X Link 2026-01-23T05:31Z [---] followers, [---] engagements
"different mark price implementations for equity perps markets mean different weekend liquidation risks 1) bound mark price to some range within a floating oracle (@markets_xyz @felixprotocol ) 2) bound mark price within safety range of friday close (@tradexyz ) --- these have their tradeoffs 1) if oracle depends on an orderbook pressure adjusted moving avg then positions are susceptible to adversarial liquidations 2) if mark price is bounded by friday close then weekend black swans can prevent underwater positions from being liquidated until sunday night --- in the end our goal is to"
X Link 2026-01-23T21:59Z [---] followers, [---] engagements
"@CryptoKaleo the fear is that all the other metals are bid up then liquidity tightens and btc lags permanently"
X Link 2026-01-23T22:10Z [---] followers, [---] engagements
"should get a polymarket going on if @tradexyz copper mark price hits limit up this weekend +5% from Friday close seems not too far"
X Link 2026-01-24T17:32Z [---] followers, [----] engagements
"the next trading app is the periodic table highschool kids going 10x long directly from their textbook when not if @agnostoxxx @zephyr_z9 Tungsten is actually better than copper in the short term as its strategic critical minerals now by both China and US lol. And this was something just happened in the last two weeks. @agnostoxxx @zephyr_z9 Tungsten is actually better than copper in the short term as its strategic critical minerals now by both China and US lol. And this was something just happened in the last two weeks"
X Link 2026-01-25T02:22Z [---] followers, [---] engagements
"@DeFiMinty unfortunately think other metals get a first look fear is if liquidity tightens sooner than expected"
X Link 2026-01-25T15:22Z [---] followers, [---] engagements
"xyz:COPPER has a mind of its own 4% premium to MHGH even after futures market reopened still at 2% should get a polymarket going on if @tradexyz copper mark price hits limit up this weekend +5% from Friday close seems not too far should get a polymarket going on if @tradexyz copper mark price hits limit up this weekend +5% from Friday close seems not too far"
X Link 2026-01-25T23:07Z [---] followers, [---] engagements
"@sanmishen so much free money here"
X Link 2026-01-25T23:31Z [---] followers, [--] engagements
"@stevenyuntcap cannot come at a better time given global macro"
X Link 2026-01-26T15:49Z [---] followers, [---] engagements
"@chameleon_jeff Hyperliquid"
X Link 2026-01-26T16:31Z [---] followers, [---] engagements
"@investingluc how many sigmas does the retracement add in"
X Link 2026-01-26T20:47Z [---] followers, [----] engagements
"@izebel_eth the more interesting one is future perp basis"
X Link 2026-01-27T04:58Z [---] followers, [---] engagements
"@TheiaResearch probably need to also be robust to collusion between said sophisticated borrowers and lenders"
X Link 2026-01-27T22:37Z [---] followers, [--] engagements
"we built a dashboard to shed light on ADL mechanics on HIP3 markets esp with the silver crash end of jan liquidation on HIP3 is different than regular HL markets. HIP3 has no backstop liquidator vault so if book liquidity is depleted in the liquidation process it goes straight to ADL -- now HIP3 traders can calculate rank in the ADL queue for each position - how many people get ADL'd before you - how much notional the other users have (blue line) see what price might trigger an ADL - estimate how much liquidation can the orderbook absorb - evaluate the excess hits the ADL (red line)"
X Link 2026-02-12T00:59Z [---] followers, 23.6K engagements
"@initia @embr_labs @robotventures @lattice_fund @templedao see you all in the arena"
X Link 2025-04-15T13:40Z [---] followers, [---] engagements
"@Buy_init @robotventures @lattice_fund @templedao @embr_labs @initia"
X Link 2025-04-15T13:50Z [---] followers, [--] engagements
"think window of easy big HIP3 liquidation money is closing scalpers migrating between distressed assets faster competing harder for forced liquidation flow today $1.2m AAPL then $2.7m ORCL got liquidated -- before AAPL liq: -3% theoretical ORCL wick -- after bidders rotated over: 1% impact half ORCL OI absorbed starting to see this on weekends too https://twitter.com/i/web/status/2013826205791711351 https://twitter.com/i/web/status/2013826205791711351"
X Link 2026-01-21T04:09Z [---] followers, [---] engagements
"@labubu_trader pullback was probably the 2% roundtrip today lol"
X Link 2026-01-22T02:58Z [---] followers, [---] engagements
"@sshxbt probably pending pyth oracle setup @PythNetwork @tradexyz https://app.hyperliquid.xyz/trade/xyz:SKHX https://app.hyperliquid.xyz/trade/xyz:SKHX"
X Link 2026-01-22T12:20Z [---] followers, [---] engagements
"interestingly @tradexyz alternates between spot and futures for their oracles on commodities - futures for copper natgas and oil - spot for gold and silver futures are usually more liquid (less manipulatable) but because they expire they need to be rolled for the copper and oil oracles tradexyz will gradually blend the march and may futures together keep an eye out for the feb [--] roll"
X Link 2026-01-22T18:07Z [---] followers, 15.1K engagements
"@Citrini7 long some copper and sk hynix on hyperliquid for more capital efficiency"
X Link 2026-01-23T22:45Z [---] followers, [----] engagements
"hip3 is early-game catan some deployers grabbing new intersections (palladium USAR) some fighting for the same wheat hex (TSLA #4) board's still mostly open https://t.co/zSdX6yKDCV https://t.co/zSdX6yKDCV"
X Link 2026-01-26T21:12Z [---] followers, [----] engagements
"one market maker dominated xyz:silver yesterday 50% participation 750m volume $105k realized pnl but got clipped after the US close toxic flow after hours"
X Link 2026-01-27T16:44Z [---] followers, [----] engagements
"@bartdothl Honest gains"
X Link 2026-01-27T17:17Z [---] followers, [---] engagements
"@kelxyz_ the cit hyperliquid tweet is the sign"
X Link 2026-01-27T17:42Z [---] followers, [---] engagements
"@CryptoKaleo maybe need to call it silver paper or gold paper"
X Link 2026-01-27T17:47Z [---] followers, [---] engagements
"@bqbrady an argument to hold physical precious metals"
X Link 2026-01-27T20:30Z [---] followers, [--] engagements
"and if you look at other players some run a similar algo to our lead market maker others are almost on the opposite side interesting game one market maker dominated xyz:silver yesterday 50% participation 750m volume $105k realized pnl but got clipped after the US close toxic flow after hours https://t.co/TAlO6z7qds one market maker dominated xyz:silver yesterday 50% participation 750m volume $105k realized pnl but got clipped after the US close toxic flow after hours https://t.co/TAlO6z7qds"
X Link 2026-01-27T23:09Z [---] followers, [----] engagements
"was wowed by how seamless onramping from robinhood was today got capped to $5000 for no reason agent tells me they disabled my transfers to "ensure the security of my account" and to "try again over the next couple of weeks" can we improve on this @vladtenev"
X Link 2026-01-28T02:31Z [---] followers, [----] engagements
"from persistent discount - fair - persistent premium longest time spent consecutively outside arb bounds in a month for @tradexyz nasdaq sticky funding rates playing peekaboo across assets lately"
X Link 2026-01-28T18:10Z [---] followers, [---] engagements
"@skewga_hyper its all the msft employees dumping their shares"
X Link 2026-01-29T00:37Z [---] followers, [--] engagements
"in perp land gold and silver are top [--] by volume what about onchain lending morpho and aave still only in the 10-20m collateralization range lot of room for gold and silver backed CDPs"
X Link 2026-01-29T00:50Z [---] followers, [---] engagements
"@0xcarlisle yeah could just bridge XAUT over or perhaps there are talks to build XAUH"
X Link 2026-01-29T03:04Z [---] followers, [--] engagements
"lot of nice basis trade entry points given $20m in liquidations nearby for @tradexyz copper probably better roi to just go long managing short margin today will be difficult"
X Link 2026-01-29T14:31Z [---] followers, [---] engagements
"@frankdegods correlation [--] on parabolic metals move i'd say"
X Link 2026-01-29T16:30Z [---] followers, [---] engagements
"@labubu_trader do you think msft earnings was the trigger for correlation [--] or was it the parabolic metals move"
X Link 2026-01-29T16:35Z [---] followers, [----] engagements
"@labubu_trader that makes sense ty for the mental model"
X Link 2026-01-29T16:50Z [---] followers, [---] engagements
"@labubu_trader think this is bullish btc actually lol"
X Link 2026-01-29T22:11Z [---] followers, [---] engagements
"being a good basis trader for HIP3 is mostly getting good entries just because mark is higher than oracle doesn't mean you should short it you need to consider where the instrument usually trades relative to its oracle doesn't make sense to short @tradexyz copper at +5 bps to fair when it usually lives at +15 to +20bps better to long here and let the spread widen back to normal https://twitter.com/i/web/status/2017015082308317669 https://twitter.com/i/web/status/2017015082308317669"
X Link 2026-01-29T23:20Z [---] followers, [---] engagements
"interestingly silver basis between futuress and spot has not materially changed but on HL the premium is exploding despite liquidation after liquidation who is quoting at such high levels"
X Link 2026-01-30T18:03Z [---] followers, [--] engagements
"@gumsays this was the wildest thing today"
X Link 2026-01-30T19:04Z [---] followers, [----] engagements
"@ArthuronHL also the spread between different deployers was ridiculous"
X Link 2026-01-30T19:06Z [---] followers, [----] engagements
"@contrarianmarco eh but you should be able to trade spreads against traditional books so [--] is better than [--] arguably"
X Link 2026-01-30T19:30Z [---] followers, [---] engagements
"days like today you learn to avoid putting on suboptimal positions especially as everything is nuking and basis is blowing out only then is there even the chance to monetize 4% spreads instead of getting clipped on forced deleveraging There's a 4% price difference between SILVER on Hyperliquid and Silver CFDs. This means you can short on HL and long silver to collect 3-4% once this gap closes. If the gap doesn't close immediately you get paid funding which is 1000% per year. https://t.co/47mW7PrmVK There's a 4% price difference between SILVER on Hyperliquid and Silver CFDs. This means you can"
X Link 2026-01-30T19:44Z [---] followers, [---] engagements
"@contrarianmarco fwiw I do think the multiple market same name is a UX inefficiency I do see convergence of markets though for HL to a primary leader"
X Link 2026-01-30T20:13Z [---] followers, [---] engagements
"@Lighter_xyz zk stuff enabling efficient lending collateralized by perps positions maybe"
X Link 2026-01-30T20:15Z [---] followers, [----] engagements
"@capnpope @vasuxbt @Cbb0fe he's definitely not directional https://x.com/Cbb0fe/status/2017297786782253178 Got tagged hundred of times about our "shorts" (delta neutral positions) for the few last days Now no one is talking Brokies on CT are such pathetic larps 😂 https://x.com/Cbb0fe/status/2017297786782253178 Got tagged hundred of times about our "shorts" (delta neutral positions) for the few last days Now no one is talking Brokies on CT are such pathetic larps 😂"
X Link 2026-01-30T20:38Z [---] followers, [---] engagements
"@0xThoor the books are usually pretty deep though lot of liquidations were absorbed"
X Link 2026-01-30T22:20Z [---] followers, [----] engagements
"on a day of record breaking activity for metals we look back at our favorite hip3 market maker's performance he did well up until the AQG deleveraging event tldr the AQG (2x SLV) ETF create and redeem structure likely accelerated selloff until the 13:25 cutoff time our mm went long almost $3.5m before the drawdown really accelerated as premiums spiked (north of 4%) he suddenly went short when 13:25 hit as the market rallied he was caught offside and couldn't close his deltas fast enough. this may have kept basis elevated I would assume he is hedging offchain given the size one market maker"
X Link 2026-01-31T01:40Z [---] followers, [----] engagements
"@moltbook bid the retracement"
X Link 2026-01-31T15:02Z [---] followers, [--] engagements
"@Matt_Zurich Dmed"
X Link 2026-01-31T16:03Z [---] followers, [--] engagements
"@arthur0x but you can still see liquidation clusters on cex as well so the liquidation hunt remains in effect"
X Link 2026-01-31T19:04Z [---] followers, [---] engagements
"@lukecannon727 nah copper gonna go limit down"
X Link 2026-01-31T19:54Z [---] followers, [--] engagements
"he started quoting xyz:copper a few hours ago interestingly he is absorbing the $2m twap sell flat pnl reflects his difficulty in exiting those positions copper is -3% from friday close while gold and silver are flat why quote copper this weekend at all on a day of record breaking activity for metals we look back at our favorite hip3 market maker's performance he did well up until the AQG deleveraging event tldr the AQG (2x SLV) ETF create and redeem structure likely accelerated selloff until the 13:25 cutoff time our mm https://t.co/3da3fwfDBg on a day of record breaking activity for metals"
X Link 2026-01-31T20:10Z [---] followers, [----] engagements
"@Vivid0xReal Yeah no way to hedge deltas"
X Link 2026-01-31T20:45Z [---] followers, [--] engagements
"@coinmamba liquidation hunts just a byproduct of trading in general even in tradfi you can see option OI and gamma levels"
X Link 2026-01-31T20:58Z [---] followers, [---] engagements
"@Matt_Zurich yeah still looking into this too maybe some kind of relative basis stuff between the metals often times he was long gold short silver or vice versa"
X Link 2026-02-01T00:38Z [---] followers, [--] engagements
"@Evan_ss6 my man is a liquidation sniper"
X Link 2026-02-01T00:42Z [---] followers, [--] engagements
"@0xMerp hyperliquid copper"
X Link 2026-02-01T00:46Z [---] followers, [--] engagements
"one of the biggest unlocks from unified accounts for hyperliquid is the massive ux improvement for hip3 trading @tradexyz markets with other deployers' markets no longer needs a send to spot / send back to perps usdc dance should bring spreads down a lot"
X Link 2026-02-01T01:19Z [---] followers, [---] engagements
"@Polymarket didn't moltbook already do this or is the condition through a true legal process"
X Link 2026-02-01T03:08Z [---] followers, [---] engagements
"@chainyoda same with CME silver went from like 15x - 6x"
X Link 2026-02-01T03:09Z [---] followers, [--] engagements
"@AnyonCurve @ScottPh77711570 @therobotjames Monetizing uninformed flow from multiple deployers / multiple assets on hyperliquid equity perps Probably many months left"
X Link 2026-02-01T04:07Z [---] followers, [----] engagements
"@elonmusk Essentially maps to the country near term future gdp"
X Link 2026-02-01T14:15Z [---] followers, [--] engagements
"@x256xx hypurrscan doesn't update for terminated twaps it seems the gold twap was terminated a few hours ago but remains active on the hypurrscan dashboard"
X Link 2026-02-01T14:47Z [---] followers, [--] engagements
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