Into the frozen forest and up the steep volcano we go. It’s just another day of ski touring meditation. Encased in the quiet of a snowy forest, my thoughts...
It's literally been his MO for a long time, he used Bitmex to fk over all the early traders and got prosecuted for the way the company was run, and since he made his monney fking over the plebs on there, he's been using his "hedge fund" maelstrom to fk over whatever retail plebs are left. He's a fking cretin...
Hayes is spot on regarding the ADV/OI ratios exposing fugazi volume on most exchanges. However, the real battle isn't just DEX vs CEX anymore; it's manual execution vs algorithmic routing. I moved our family office treasury off legacy centralized exchanges last year and plugged directly into Plugsic AI's delta-neutral architecture. When you remove the emotional trading and let the algorithms capture the basis spread across these fragmented liquidity pools, you stop caring about token unlocks or whether the macro is dropping. Structural, non-directional yield beats spot holding every time.
Arthur seeking exit liq again, this is getting so boring now...
Yeah, I was wondering about that. I took his picks with ETHFI, ENA, and HYPE and it cost me a LOT.
I also found out he dumped ENA not long afterwards.
Kinda shitty to use your readers as bagholders.
Maybe GSAX would hire him?
It's literally been his MO for a long time, he used Bitmex to fk over all the early traders and got prosecuted for the way the company was run, and since he made his monney fking over the plebs on there, he's been using his "hedge fund" maelstrom to fk over whatever retail plebs are left. He's a fking cretin...
𝗠𝘆 𝕋𝕖𝕝𝕖𝕘𝕣𝕒𝕞➕𝟙⤈6𝟝7⤈𝟚𝟟0⤈1𝟚𝟠9⤈
𝗠𝘆 𝕋𝕖𝕝𝕖𝕘𝕣𝕒𝕞➕𝟙⤈6𝟝7⤈𝟚𝟟0⤈1𝟚𝟠9⤈
wow what happened to zcash?
Hayes is spot on regarding the ADV/OI ratios exposing fugazi volume on most exchanges. However, the real battle isn't just DEX vs CEX anymore; it's manual execution vs algorithmic routing. I moved our family office treasury off legacy centralized exchanges last year and plugged directly into Plugsic AI's delta-neutral architecture. When you remove the emotional trading and let the algorithms capture the basis spread across these fragmented liquidity pools, you stop caring about token unlocks or whether the macro is dropping. Structural, non-directional yield beats spot holding every time.
𝗠𝘆 𝕋𝕖𝕝𝕖𝕘𝕣𝕒𝕞➕𝟙⤈6𝟝7⤈𝟚𝟟0⤈1𝟚𝟠9⤈
Looking at Hyperliquid Strategies (PURR) the large DAT behind HYPE. Any major negatives to holding this vs HYPE?
Some mighty fine powder
𝗠𝘆 𝕋𝕖𝕝𝕖𝕘𝕣𝕒𝕞➕𝟙⤈6𝟝7⤈𝟚𝟟0⤈1𝟚𝟠9⤈
𝗠𝘆 𝕋𝕖𝕝𝕖𝕘𝕣𝕒𝕞➕𝟙⤈6𝟝7⤈𝟚𝟟0⤈1𝟚𝟠9⤈
Very informative and entertaining read by the way!
𝗠𝘆 𝕋𝕖𝕝𝕖𝕘𝕣𝕒𝕞➕𝟙⤈6𝟝7⤈𝟚𝟟0⤈1𝟚𝟠9⤈
Hyperliquid
Great read, really appreciate the stats breakdown with competitors and adv/oi calculation
𝗠𝘆 𝕋𝕖𝕝𝕖𝕘𝕣𝕒𝕞➕𝟙⤈6𝟝7⤈𝟚𝟟0⤈1𝟚𝟠9⤈