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Metric @metricxyz のリファラル始まった。
MetricはオラクルベースのAMMで、このタイプのAMMは過去に失敗例がいくつかあるようですが、Metricの場合はRWAペアがメインなので、むしろオンチェーンで価格発見するよりもオラクルに頼った方がいいよねっていう感じかな。
オラクルからのずれに対してLPを入れるので、集中流動性モデルながら勝手に価格に追従するのがめっちゃ面白いです。資本効率も高く、ILも少ない。めっちゃルーティングに使われてるみたいで手数料もデカい。WETH-USDGペアでAPR100%。
APR100%！あちぃ！と思って見に行ったら集中流動性タイプで、めっちゃ狭い幅のとこの数値でしたー！って経験あるじゃないですか。あれがね、ずっともらえるイメージです。すごいよね。
また、現在はdocsから消えましたがポイントもありそうです。お触り的には株トークンのLP入れるのがいいんだろうけど、株はわからないからとりあえず自分はWETHに入れました。
さあワイのアフィリンクを踏んで参加するんだ！
app.metric.xyz/r/neko
kalshiの評価額40Bなのか・・・ポリマとだんだん差が開いてきてるねえ。
Kalshi just raised an additional $1B, valuing the company at $40B. This will help us expand into stocks, compute, indices, and institutional.
Tomorrow marks 8 years since we got accepted into YC and the journey began.
The odds of a kid from Lebanon getting here were pretty low.
Growing up there was great, but very challenging. We went through war. We had bombs explode in front of my house. I watched brilliant people’s lives destroyed for reasons beyond their control.
Lebanon is an unpredictable country. That unpredictability made it hard to plan for success. And yet despite it all, my mom sacrificed everything to give me and my brother the chance to go back to the US.
I found my refuge in two things: anime and math. Especially math.
I loved math because it calmed me. It was the opposite of unpredictable: clear, deterministic, orderly, and consistent. The proof is either right or wrong. I find that elegant and beautiful.
I was lucky.
I made it to my dream school, MIT (largely thanks to my mom), and my love for math quickly translated to a love for statistics, probability, and markets.
I love markets for a lot of the same reasons. Their incentives are clear: you get rewarded for being right and for pursuing knowledge. They are effective weighting machines for people’s opinions. They provide an incentive to be truthful, because they separate good information from bad information. They let people challenge the consensus and be rewarded for being right.
IMO, Hayek, Surowiecki, Hanson, Tetlock were the founding fathers of prediction markets. The more I read them, the more obsessed I got with the idea of applying market-based pricing to more things.
Markets bring rigor and critical thinking to more questions. And in an increasingly polarized and information-positioned word, I believe we need that more than ever.
Markets would also let people predict and manage more things outside of their control. And the world was becoming increasingly more unpredictable, and more like Lebanon, not less.
That love for markets got Luana and me to build Kalshi.
At first, it was mostly an idea we couldn’t stop talking about. We didn’t have much money. Luana’s sister bought the Kalshi domain name for us (for ~$1.7k). We moved to SF to get started, and embarked on a long, uncertain journey to build a regulated exchange.
The paranoia and anxiety from my childhood never left me. Even when things are going well, I think about what could go wrong. When people trust you with their money, that instinct serves a purpose.
I wanted us to build something that would hold up under pressure.
The first principle we defined at the company: regulatory-first. We worked with regulators for years before we listed a single market. We took every step to do things the right way and always asked for approval before proceeding. It was very hard at times, especially when we were being overtaken by competitors, but we believe doing things the right way matters.
Luana and I aren’t the only ones.
Our team put years of their lives into something far from certain. That’s especially true of Lior, Brandon, Rainer, Luis, Xavier, and Josef, who stuck with us for years. They believed when there was little to point to. And they stuck with us no matter how long it took. Kalshi is the result of an arduous journey through a long desert where, at times, most people didn’t understand why we were making the walk.
Many people still don’t understand what we’re doing and some disagree with us. Markets have historically taken time to be understood and accepted by some. But while not always obvious, their benefits are vast: capital markets help allocate capital and derivative markets help predict and manage uncertainty.
I firmly believe in these benefits, and that’s why I am dedicating my life to building this market.
Markets have caused issues many times in the past, and they certainly can present harms (manipulation, insiders, and addictive behaviors). These harms are more acute for certain types of markets (sports, short-term options, etc.) than others. It’s why I believe that guardrails need to exist and why we have taken the approach we have taken. We have consistently prioritized thinking critically about the risks and building the appropriate safeguards, sometimes beyond what the regulators require us to do. Many believe more needs to be done, and that’s a conversation I welcome.
Over time, I believe more people will see what we see: markets can help us get smarter and manage the future with more rigor, more precision, and more certainty than we have today.
To our tens of millions of users: you have made Kalshi bigger than anything Luana and I could have possibly imagined. Thank you for trusting us and thank you for coming along on the journey. I feel a strong responsibility to build a company worthy of that trust.
I am so lucky to spend my life building something I love. I hope everyone finds something they care about that much. Something that keeps you curious. Something that pushes you to your limits. Something that may put you at odds with the status quo. Something worth the hard days.
For me, it’s still markets. The more I learn, the more I want to understand.
桁違いだ…
今週のvariationalポイント、予想の3倍あったwww
Volume : $13M
Points : 2244
TGEまで追い込んでいくぞ🔥
omni.variational.io/?ref=OMN…
#variational
ええええ・・・・
BWENEWS: Binance Hot Wallet looks to be getting drained for about $2.53B in 60+ tokens on Ethereum ———— unconfirmed
etherscan.io/tx/0x53bd38b816…
方程式新闻: Binance热钱包似乎正遭遇约25.3亿美元的以太坊上60多种代币的盗取——未经证实
ETH
(Auto match could be wrong, 自动匹配可能不准确)
機関投資家向けのオンチェーンOTC風取引所？みたいな機能か。 $INK まだですか？
すんげえ
trade[XYZ] and ICE, owner of the New York Stock Exchange, are joining forces to bring 24/7 perpetual futures on Hyperliquid to the United States.
In just over a year, our markets on Hyperliquid have surpassed $650 billion in volume. They provide continuous price discovery for stocks, indices, and commodities, and have become trusted reference points for retail and institutions alike when traditional markets are closed. Much of the world trades them. Until now, Americans could only watch.
We intend to change that. Subject to CFTC approval, trade[XYZ] and ICE plan to establish a new, dedicated U.S. market, with novel exchange and clearing infrastructure built on Hyperliquid. Planned contracts span equities, indices, commodities, FX, and crypto, with access through participating brokers and platforms. We’ll share more on products, eligibility, and timing as approvals progress.
ICE brings more than 25 years of experience operating regulated markets, clearing, and managing risk. trade[XYZ] brings the product development, market design, and technology behind the most liquid and robust markets on Hyperliquid.
Innovation and the protections of U.S. regulation shouldn’t be a trade-off. Together, we plan to prove it.
ICE is making a strategic investment in trade[XYZ] and joins us in building towards the future of Hyperliquid. A small group of market luminaries is joining as well, beginning with Stan Druckenmiller. For more than four decades, few investors have anticipated the great turns in markets as often as Stan. We’re proud to have him with us for the next one.
We’re building the U.S. market in parallel with our existing HIP-3 markets, which we’ll continue to expand and innovate on. We expect both to flourish. They each have a long road map ahead, from new asset classes to new ways to trade them.
To the Hyperliquid community, whether you were here before us or came because of us, thank you. You took a chance on new markets and you made them matter. You’ll forever be a part of this story.
Anything. Anytime. On ICE[XYZ].
おおおビッサムも個人情報漏洩かあ
South Korea’s Second-Largest Crypto Exchange Bithumb Confirms Security Breach
According to Yonhap News Agency, South Korea’s second-largest cryptocurrency exchange, Bithumb, confirmed that an unauthorized external party accessed its internal mobile groupware system, resulting in a personal data leak. The exchange discovered the incident on October 27 and is investigating whether customer information was compromised.
Two other South Korean financial institutions, Mirae Asset Global Investments and Daishin Securities, were also confirmed to have suffered cyber intrusions. Daishin Securities disclosed that the personal and credit information of 38,490 customers had been leaked. South Korea’s Financial Supervisory Service (FSS) is investigating the incidents.
ううむ…
Ritual( @ritualnet )の共同創業者はPolychainの元GPで、Eclipse( @EclipseFND )への投資決定に関してファンドだけでなく、個人へのトークン付与契約を結んでたことが暴露されたニキ。
ところで、Eclipseはどうなってるのか調べてみたらHuman API( @humanapi )にピボットして、音沙汰なくなってた。
ひょえー
TxFlow is Hyperliquid from Temu
They forked Hyperliquid's Arbitrum bridge and changed the name. They copied HyperUnit too and forgot to change the name: txrelay[.]com literally says "Unit is the asset tokenization layer on TxRelay". The frontend, the API and the fees are Hyperliquid's. Even the slogan. The L1 is closed source, with Hyperliquid's naming on everything: TxCore, Tx-BFT, TIPs
Hyperliquid is closed source too, but it has 27 validators that each post prices, and anyone can run a node to check them. TxFlow has 5 validators, all its own, nothing you can run, and one key that acts as the entire oracle. The same key sits on the bridge multisig
So it's a centralized exchange secured by a 3/4 multisig. Their own audit says those keys "can propose arbitrary withdrawals"
And the growth plan is KOLs shilling ref codes
おおお、RWAもプリントできるの熱いw
$SKHYNIX Print is now live on Pacifica.
Place Print $SKHYNIX orders with up to 10x leverage!
Start printing: app.pacifica.fi/print/SKHYNI…
ポリマはKYCとかないはずなんだけどインサイダーしたらしっかりバレるのすごいなあ。
Polymarket 已调查数十起中期选举相关的可疑交易，至少两起已移交 CFTC
Polymarket 全球情报与调查负责人 Shana Bautista 表示，团队已就美国中期选举相关的内幕交易和市场操纵调查了“数十起”案件。
知情人士称，其中至少两起已移交美国商品期货交易委员会（CFTC）。
Bautista 曾任 FBI 官员，今年 6 月加入 Polymarket。她介绍，团队目前有 16 人，新上线的选举监控系统会整合社交媒体、FEC 数据、加密公司和银行合作方等多方信息，每天触发数百条警报。她表示，即便在可匿名使用加密货币交易的 Polymarket 国际版，团队也几乎都能追查到交易者的真实身份。
neko retweeted
Incentives are the main reason why Perp DEXs have grown this quickly, but they are also the hardest to get right at a platform level.
During the Closed Beta, we distributed over $500K in cash rewards to early users with the majority getting full fee refunds with extra subsidies funded by our treasury.
I understand some users want @popdex_ to do what every other perp dex does and rely on points. But why not innovate? Why do the same thing over and over again and hope for a different result?
We're testing MegaPop, a fully onchain reward system determined by Bitcoin block hashes, where each ticket's number is generated at the time the transaction is confirmed with all data being publicly verified onchain.
This was our first week of MegaPop, does this mean everything is working "perfectly" from day 1? No. Does this mean we will innovate ontop of our system to build a transparent and effective reward system? Yes.
Building in public is hard, we will get FUD, we will make mistakes, we will pivot to what our users want, and we will do whatever it takes for @popdex_ to become the platform our users want.
I am paying attention to all feedback, and logging it to shape our roadmap. We will build our platform around our users feedback, and we will improve our roadmap to align with this.
I would rather we try new things, than stick to the same play book as every other platform. I am paying attention. I am listening. I will adjust whatever needed to improve.
Trade. Pop. Repeat.
