Ex @okx; Cofounder @Bumpintrade; hype Holder @HyperliquidX #Defi #Perp Cooking #Defi
California, USA
Joined September 2022
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FaneeK retweeted
😂Citadel这是气不过前员工离职后都去效力Perp DEX吗？
Citadel 相关机构起诉 CFTC，试图拦下个股永续，前员工却在另一边大力发展永续 DEX
11 月 3 日，CFTC 宣布批准个股永续期货可以在符合条件的美国注册交易所上市交易。同一天，一个由 Citadel Securities 和 CBOE 等支持的组织 Capital Markets Alliance 就在纽约南区联邦法院起诉 CFTC。
他们的主张是：这些产品属于证券型互换，根据国会立法应归 SEC 管辖，而不是 CFTC，他们要求推翻这次批准，阻止产品上线。
比较有意思的是：此前，曾在 Citadel 就职过的七位高管，离职后转身就投入永续合约 DEX的怀抱
🔹Lighter 创始人 Vladimir Novakovski：18 岁就被 Ken Griffin 亲自招进 Citadel
🔹QFEX 联合创始人 Joshua Wharton：前 Citadel 工程师，目前和Tower Research 的 Annanay Kapila 一起做 24/7 传统市场永续交易所
🔹Hyperliquid 团队里也有前 Citadel 相关成员
以前美国用户想做个股永续，基本只能去海外平台。现在 CFTC 规定只要是同时在 CFTC 和 SEC 注册的交易所，就可以上线这些没有到期日的个股永续合约。
这是在今年5月 CFTC 批准比特币永续之后，把永续合约从加密资产扩展到了传统股票。对于Hyperliquid、QFEX、Lighter 这些已经在做股票永续和预 IPO 合约的平台，CFTC 开了口子后，美国合规交易所也能上类似产品。
Interesting drama
Seven people left Citadel to build perp DEXs, including Hyperliquid, QFEX, and Lighter
Today, the CFTC approved trading equity perpetuals. In other words, RWA perps. This is particularly bullish for Hyperliquid and its HIP-3 product, which is likely to be among the first to launch in the US market
Now Citadel is suing, arguing that these products qualify as security-based swaps and, under an act of Congress, should fall exclusively under SEC jurisdiction rather than the CFTC's
They're essentially trying to get the approval overturned and the launch blocked
Are TradFi players starting to fear competition from perp DEXs - especially when they're being built by founders who used to work for them?
都别吵了
来看看啥财富密码吧😂
只有拉盘效应能让大家安静🤫
#hype
FaneeK retweeted
Went through 4 perp DEXs onchain after the Binance hack: Lighter (~$1B), Hyperliquid (~$6.5B), Aster (~$500M) and Variational (~$290M).
If their own systems got hacked like Binance's, only one of them would stop the attacker from pulling your balance out.
所以啊，请参照我置顶的推……
Long #HYPE @chameleon_jeff
My profile of @HyperliquidX co-founder @chameleon_jeff.
We met in Washington, DC, to discuss the future of the wildly successful crypto platform whose rise has rattled industry titans and caught the White House’s attention.
bloomberg.com/news/features/…
Today is #CC @CantonNetwork DAY
Stay tuned
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Not all KOLs deliver the same kind of value. In fact, I’d split them into two categories: Brand KOLs and Interaction KOLs.
1. Brand KOLs are measured by exposure: impressions, followers, replies, and engagement. These metrics can often be generated at a relatively low cost.
2. Interaction KOLs are measured by actual business outcomes: sign-ups, deposits, active traders, and trading volume. These results require real users, real capital.
Here's the problem: very few KOLs can—or are willing to—take accountability for actual business results.
But this gap could create an entirely new business model for Web3 marketing.
The next evolution of KOL marketing may not be about selling exposure. It may be about getting paid for performance.
Curious to hear what others think: Would you work with KOLs on a performance-based model?
#kol #crypto #socialfi
Crypto Twitter KOLs are a fucking scam. And we have the numbers to prove why.
We hired 200+ KOLs with 10M+ combined followers. Every single one had a 400+ Sorsa score and 100+ Smart Followers. Most had 1,000+ Sorsa.
200+ KOLs posted twice each.
Our result? 280 NFTs sold at $5.
Now let’s talk about this circus.
Fake views. Fake likes. AI-generated replies that don’t even understand what the project does. The same fucking accounts liking and replying to each other in engagement groups, recycling engagement and pretending they’re influential.
You have 200K followers but can’t prove you have actual buyers. You’re scared of referral deals because deep down you know nobody will click your links, buy anything or convert.
YOU HAVE BOTTED FOLLOWERS, NOT INFLUENCE.
And the funniest part? You genuinely think you’re marketing professionals. You’re a bunch of engagement farmers playing influencer, selling fake numbers to projects and calling it a career.
Our team tested this firsthand. We were ready to pay for influence, but got fucking nothing.
And you wonder why CT is dying? Why projects are cutting deals? Why marketing teams are moving to TikTok and Instagram?
BECAUSE NOBODY WANTS TO PAY FOR YOUR BULLSHIT ANYMORE.
Honestly, go work at McDonald’s. At least you’ll serve people something useful instead of selling projects fake engagement and pretending to be important.
200+ KOLs. 10M+ followers. 280 NFTs sold.
That’s your fucking influence.
FaneeK retweeted
还是有高手的，币安这次在以太坊链上到底怎么被攻破，算是被拆明白了，我大概也看懂了。
问题不在私钥，在签名这一步。
以太坊有个 7702，普通钱包可以签一份授权，把账户交给一份合约去管。
说白了就像你写张委托书：从今天起，账户交给别人的程序管，钱一进来它就转走。签完，账户就不完全归你了。
这份授权书是按编号生效的。每个钱包有个计数器叫 nonce，每发一笔交易加一。
授权书绑死在某个编号上，账户走到那个编号才生效，用一次就作废。
攻击者不知道币安那个钱包当时走到几号，因为它一直在发交易。
于是他们让币安一口气签了 50 张连号授权书，一张挨一张签，碰运气。
50 张里只要有一张刚好对上当时的编号，就生效。结果中了一张。
真正要命的是，这 50 张是币安自己签的。链上能看到编号连着，说明是在极短时间里批量签出来的。
Blockaid 的判断是，这更像密钥被滥用，不是密钥被偷。私钥还在币安手里，但攻击者让签名系统以为，这 50 笔是该签的。
授权一生效，那个钱包就不再是普通钱包了，它变成了攻击者那份合约的入口。那份合约只有一个功能：扫所有币、所有 ETH 全转走，只留 1 个 ETH。
留 1 个是为了让账户还能继续发交易，别人再往里打钱，照样被扫走。
它不是只抢一次，而是一直持续扫钱。
同一时间，币安在几条链上的热钱包也在往外流钱。这说明攻击者拿到的不是某个钱包，而是一套能同时对多个钱包生效的签名能力。
过去十年交易所被盗，都是私钥泄露、助记词泄露、内部人。
这次什么都没被拿走，是系统自己签的字。
7702 之后，一个签名能干的事，比一笔转账多太多。
