theres a lot of talk about a tweet being deleted but both the press release and the tweet are right here
Looks like classic @HyperliquidX FUD
ICE and Trade[XYZ] plan to bring Hyperliquid-based perps to the U.S.
Subject to regulatory approvals, ICE will operate U.S. regulated versions of Trade[XYZ]’s markets, leveraging their expertise as the leading deployer of real-world-asset perps on Hyperliquid.
The new venue will operate separately to ICE’s institutional futures franchise and offer a trading experience designed for retail participation.
Once live, U.S. traders will be able to trade 24/7 across a range of assets spanning the macro complex including:
*Crypto
*Equities
*Indices
*Commodities
*Forex
Read more: spr.ly/6010BHq9X8
Users will access the platform through U.S.-regulated FCMs performing KYC/AML screening, including ICE's joint venture with OKX.
ICE and Trade[XYZ] will seek approvals to launch a new market built on Hyperliquid to operate KYC-compliant perp markets, including regulatory approvals to support leveraged trading.
the crypto bunker mode discussion deserves a little context
justin drake and vitalik are worried that AI could discover mathematical shortcuts that weaken wallet cryptography before powerful quantum computers arrive
recent progress in AI mathematics is what triggered the concern
that is a reason to prepare
it is not proof that ECDSA has been broken
so what should holders actually do
avoid rushing into a wallet migration
check guidance from your wallet provider
understand whether your public key has already been exposed
an unused address can offer extra protection when it keeps the public key hidden behind a hash
but this depends on the address type
a fresh bitcoin taproot address does not hide its public key
and a fresh address does not magically make your funds quantum proof
the bigger job belongs to wallets exchanges and protocols
building and testing a transition to stronger cryptography before it becomes urgent
take the risk seriously
give yourself time to get the precautions right
the interesting part of vitaliks AI privacy experiment is how many layers it needs
a local model to limit what gets shared
zk proofs to separate payment from identity
tor to reduce network exposure
the remote model still reads the prompt
you can hide who paid and still identify yourself in the first sentence
thats the problem worth building around
the detail in the OKX ICE filing that caught my eye is uniswap v4
the proposed stock venue uses pools on x layer with a permissioning hook and wallet credentials controlling access
the institution keeps the gate
the market uses defi plumbing
thats a meaningful adoption story
whether UNI captures any of that value is a separate question
the hyperliquid detail worth watching is what happens to dollars between trades
AQAv2 is designed to route most cost adjusted reserve yield back to the protocol
that adds a revenue source tied to balances rather than just turnover
id watch activation and actual receipts before annualizing anything
but getting paid when capital stays is a pretty interesting addition to getting paid when it moves
when it comes to @HyperliquidX the rest is just noise
tomorrow they either announce a drop or drop massive ecosystem news
either way we win
never thought i’d find anything
was sure i hadn’t forgotten any funds anywhere
turns out i had
0.01 ETH sitting there for 4 years
check your wallets especially the old ones
stuckfunds.eth.limo
seen this one before
alts do a 3x and nobody wants to chase
another 30 percent and suddenly everyone has a long term thesis
rage buy resistance
fully deployed
conviction through the roof
then the dip they waited weeks for finally comes
turns out they only wanted it when they had cash lol
During the last bull run an L1 founder tried to dismiss @NEARProtocol co founder @ilblackdragon as “just a YouTuber” because of his videos explaining blockchain.
Fast forward to today, and what NEAR Protocol has built speaks for itself. The other guy isn’t even worth mentioning.







