Banff retweeted
This trader got 1,021,289 HYPE in the hyperliquid genesis airdrop
$2.04m at the first trade. $87.41m today
he's still long hype at 10x, up $4.58m on that alone
but the trade i'd watch is on entropy:
he's been short anthropic since late august
opened at a $2.07t valuation, it's at $1.73t now, +$78,797
longs even paid him $9,190 in funding while he waited
anthropic is the company behind claude. entropy lets you trade it before the ipo, long or short
0:04 in the video is that exact position
his full book, live: entropy.io/profile/0xf517639…
would you short anthropic before the ipo?
This wallet got 474,719 HYPE in the hyperliquid genesis airdrop
at the first trade that was $949k
at today's price it's $41.79m
2 weeks ago his debank showed $44.37m, now it's $48.46m
you'd think a guy like that stopped working
instead he's on entropy every day, making markets on anthropic and sandisk
his last 24h on entropy:
2,560 trades, $1.96m volume
94% of it from limit orders he leaves in the book
buys and sells almost 50/50
he isn't betting on direction, he's the one quoting both sides
that's 7% of all entropy volume coming from one wallet
so if you bought pre-ipo anthropic there today, there's a real chance he sold it to you
His positions update live here
pro.entropy.io/?r=banff_eth
Banff retweeted
Anthropic lists in about 3 weeks. if you want in before that, there are two real places to trade it on hyperliquid
i pulled the numbers on both
78% of all anthropic open interest sits on @entropyIO: $57m, vs $16m on trade.xyz
here's why i think the money ends up there:
> the price is the valuation. 1,880 on entropy means $1.88T, the same number the ipo headlines use. no share-count math
> the spread was 0.5 bps vs 4.2 bps when i checked, so you lose less on every entry and exit
> up to 15x leverage vs 10x
> more volume too: $11.6m vs $8.8m in the last 24h
it's also where the action is. the $13.7m whale and the 15 shorts betting against him that i've been tracking all trade anthropic on entropy
if you want to watch the ipo get priced in real time, this is the market:
entropy.io/trade/io:ANTH?r=b…
Banff retweeted
you can't buy anthropic stock
people trade it anyway, 24/7
wall street's last price: $965B
the crowd's price right now: $1.89T
same company. 1.96x apart.
first it was a private funding round
then it got listed on a crypto exchange
now $40m+ is riding on it with zero public shares in existence
and today the crowd got nervous
~$45B wiped off anthropic since midnight
anthropic never asked for this market
it prices them anyway
how it works:
on entropy, $ANTH is quoted in billions of valuation
$1,894 on the chart = the crowd thinks anthropic is worth $1.89T
and the crowd doesn't get to be wrong forever
the ipo is the settlement
the day anthropic lists, this price has to meet the real one
lists at $1.5T -> everyone long here was paying for a story
lists at $2.5T -> everyone short fought the biggest ipo of the cycle
one of them is wrong
you can pick a side today. no broker, just a crypto wallet
50% of your trading fees back through my link:
entropy.io/?r=banff_eth
Banff retweeted
a 20-year-old put $1,000 on Trump saying two specific words on live TV. it paid $95,000
one question: will he say "fake news" this week?
here's the part most people miss:
he wasn't gambling. he was pricing a habit
"Trump says fake news" sounds random if you've never listened to him speak. if you have, it's closer to betting the sun comes up. the market priced a personality trait like it was a coin flip
that's the whole edge -> the crowd prices things by how silly they sound, not by how likely they are
the clip is the best part. he buys it, then can't sit still. pacing outside, checking the stream, staring at the podium. Trump opens his mouth, says it, and the kid comes off the couch
and that exact market runs every single week
the one for August 3-9 is live right now and closes Saturday:
-> "no no no" -> 95%, the crowd treats it as already done
-> "moon" -> 29c
-> "six seven" -> 18c
-> "stupid question" -> 14c
-> "epic fury" -> 13c
-> "karoline" -> 13c
the cheap ones at the bottom are where that edge lives. sometimes the crowd is right and they're genuinely unlikely. sometimes it just prices them low because they sound stupid, and that gap is the entire game
live board here: polymarket.com?via=banff
save this. the biggest edges hide inside the trades everyone else laughs at
Banff retweeted
a piano holds 18 tons of string tension. guitar strings snap at 90 kilos
he put guitar strings on a piano anyway
the numbers said it couldn't work, and he listed the reasons before he started:
210 strings to buy. a professional tuner charges around $20 per string, so he was about to do $4,000 of labour by hand, having barely ever restrung his own guitar
the strings are too short for a piano, so he had to tie them together end to end
and not one guitar tuning peg fits a piano. it took him days of searching to find something that would
then he started threading. thinnest guitar string in the spot where the thinnest piano string sits, next one after that, no measurements, no math, just feel
he ran out of strings partway through, because tying them together ate more length than he calculated
but the tied ones rang clean. that was the moment it stopped being a joke
then he tuned all of it the only way he knows how -> a phone app and a guitar pick, string by string, on an instrument built to hold the weight of a small truck
and it played Wonderwall
that's the whole format. no plot, no twist, just a number that says impossible and a guy who does it anyway
save this. a piano that should have torn itself apart played the most overplayed song on earth
unrelated, but worth a read if you're into prediction markets, fresh piece from Boba:








