CT Plumber Class of 2016
Moon
Joined September 2016
- Tweets82.9K
- Following3.6K
- Followers1.8K
- Likes142K
Sirtoshi ₿ 🐂 retweeted
There is no longer a debate will Hyperliquid on-shore into the United States. The regulatory overhang that prevented most people from buying earlier is now lifted.
It looks like Payward the parent company of Kraken will be the first CFTC regulated deployer of HIP-3* markets.
The question now becomes what does HIP-3* look like in 5 years from now. Which major financial institutions will step in and become regulated deployers of HIP-3* markets, who will provide institutional grade liquidity to HIP-3* markets and how much flow can Institutional markets really drive.
Energy, Compute, Equities and Indicies all traded 24/7 available in the U.S. settled on HyperCore.
Payward, the parent company of Kraken, announced its intention to be the first CFTC-regulated deployer on HIP-3* markets. Payward will use Hyperliquid as the infrastructure layer to deploy perpetual futures markets for US clients. Subject to regulatory approval, Bitnomial, Payward’s CFTC-regulated DCM and DCO, would act as the HIP-3* deployer: creating, owning, and administering the markets and clearing and settling the contracts. If approved, NinjaTrader Clearing, Payward’s CFTC-registered FCM, would carry client accounts.
HIP-3 will support optional deployer configuration for permissioned markets in a future network upgrade. This set of additional deployer functionality is collectively called HIP-3*. At its core, HIP-3* activation involves an onchain allowlist managed by the deployer or its sub-deployers. The functionality is strictly additive to HIP-3; its use is optional and up to the deployer. Existing markets remain unchanged. The initial release is available on testnet, where specifications are preliminary and subject to change based on feedback.
Hyperliquid is a neutral infrastructure layer with the goal of supporting large parts of the financial system. HIP-3* gives deployers additional functionality to operate deployments consistent with the requirements applicable to them. As with HIP-3, HIP-3* deployers are independent operators who use Hyperliquid as the onchain infrastructure layer for their own markets, while retaining control and responsibility over their deployment.
Sirtoshi ₿ 🐂 retweeted
i think barron bought si and is tweeting on trumps acc (ifykyk)😂
AND we just got news LONG is integrated into the @RobinhoodCrypto app.
much higher for $AI. zoom out
Sirtoshi ₿ 🐂 retweeted
Lmao I know people who have started buying $AI purely because of this
Turning into a full on movement coin
Sirtoshi ₿ 🐂 retweeted
Still think $100+ $HYPE is in the cards by end of year.
Sirtoshi ₿ 🐂 retweeted
Foreshadowing some stock token coverage on tonight’s earnings call???
robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18
LONG is now live on @RobinhoodCrypto Wallet, enabling users to discover and use it directly from the app.
LONG.
Sirtoshi ₿ 🐂 retweeted
before the upcoming rh leg 2, i'd recommend to everyone to go back and read every single update from @longdotxyz and @Natan_benish over last 8 weeks
the LONG ecosystem (now integrated into the official RH app, one of only 2 RH native projects) got several upgrades that fundamentally changed liquidity dynamics, all centered around one singular asset...
you missed the AI trade
don't miss the AI trade
Sirtoshi ₿ 🐂 retweeted
Public enemy #1
Sirtoshi ₿ 🐂 retweeted
"Launch tokens paired with Stock Tokens"
only on @RobinhoodCrypto chain.
LONG.
LONG is now live on @RobinhoodCrypto Wallet, enabling users to discover and use it directly from the app.
LONG.
Sirtoshi ₿ 🐂 retweeted
LONG is now live on @RobinhoodCrypto Wallet, enabling users to discover and use it directly from the app.
LONG.
Sirtoshi ₿ 🐂 retweeted
Security risks (AI-driven hacks, mathematical breakthroughs & quantum computing) have become increasingly concerning in recent weeks both personally & for the broader market.
$ZEC looks like the best way to play this, and the market is already showing us that with clear divergence vs BTC/ETH/SOL/HYPE/TOTAL3ES over the past couple weeks.
Additionally, short-term spot & derivatives positioning looks significantly cleaner vs earlier this month. ETF flows have just flipped positive again after ~3 weeks of outflows, while coin-denominated OI is at its lowest level since August.
Separately, OTC desks are still seeing strong interest from liquid & VC funds, with ZEC reportedly remaining one of the most bought altcoins by funds even at these elevated prices.
I generally view protocol upgrades as weak catalysts in isolation, but the January upgrade feels different. Tachyon addresses the scalability improvements the community has been waiting for, while the quantum component of the upgrade addresses one of the highest mindshare risks to the industry. Together, I think they make for a much stronger catalyst than either would on its own.
I haven’t looked too deeply into the underlying tech or whether the proposed upgrades will actually deliver meaningful quantum resistance, and I don’t care to. When all the tastemakers (Naval, Balaji, a16z, Paradigm, Dragonfly & Multicoin) are pushing the ZEC narrative as a hedge against BTC, the realities of what it’s tech can or can’t actually do aren’t part of the thesis.
The combination of improving positioning, continued institutional demand, relative strength & an increasingly powerful narrative makes for an attractive setup, even in shaky market conditions. I expect my conviction to continue building as we approach January.
I have no strong view on market direction over the coming months, and the quantum tailwind for ZEC is a headwind for BTC, so I’m hedged vs BTC on a vol-adjusted basis, but think a naked long is also justified.
Quantum is the crypto equivalent of cancer and ZEC is the cure. Don’t find yourself Zidelined on the road past $2k
Sirtoshi ₿ 🐂 retweeted
looks like a trillion dollar coin to me
Security risks (AI-driven hacks, mathematical breakthroughs & quantum computing) have become increasingly concerning in recent weeks both personally & for the broader market.
$ZEC looks like the best way to play this, and the market is already showing us that with clear divergence vs BTC/ETH/SOL/HYPE/TOTAL3ES over the past couple weeks.
Additionally, short-term spot & derivatives positioning looks significantly cleaner vs earlier this month. ETF flows have just flipped positive again after ~3 weeks of outflows, while coin-denominated OI is at its lowest level since August.
Separately, OTC desks are still seeing strong interest from liquid & VC funds, with ZEC reportedly remaining one of the most bought altcoins by funds even at these elevated prices.
I generally view protocol upgrades as weak catalysts in isolation, but the January upgrade feels different. Tachyon addresses the scalability improvements the community has been waiting for, while the quantum component of the upgrade addresses one of the highest mindshare risks to the industry. Together, I think they make for a much stronger catalyst than either would on its own.
I haven’t looked too deeply into the underlying tech or whether the proposed upgrades will actually deliver meaningful quantum resistance, and I don’t care to. When all the tastemakers (Naval, Balaji, a16z, Paradigm, Dragonfly & Multicoin) are pushing the ZEC narrative as a hedge against BTC, the realities of what it’s tech can or can’t actually do aren’t part of the thesis.
The combination of improving positioning, continued institutional demand, relative strength & an increasingly powerful narrative makes for an attractive setup, even in shaky market conditions. I expect my conviction to continue building as we approach January.
I have no strong view on market direction over the coming months, and the quantum tailwind for ZEC is a headwind for BTC, so I’m hedged vs BTC on a vol-adjusted basis, but think a naked long is also justified.
Quantum is the crypto equivalent of cancer and ZEC is the cure. Don’t find yourself Zidelined on the road past $2k
Sirtoshi ₿ 🐂 retweeted
You should be buying coins where the marginal buyer is the protocol themselves rather than hoping somebody else comes along. If a team isn't buying their own token, you shouldn't be either
Sirtoshi ₿ 🐂 retweeted
What's funny is that this a few years ago would've been a massive catalyst to send robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18 so much higher, but there are so many brainless sheep in this space now that they took it as fud.
This literally just makes it a better memecoin knowing the term ragebaits the president THIS much. Adds another layer to the fun, and no people wont stop using the term. This only pertains to official gov documents (for now) which we already knew would happen a month ago. robinhood:0x2e8c31162b855a2ffa90f6f8634643ad6f111e18