Turned $600 → Hyperliquid 🟢 Platinum. World Econ Major. TradFi/Macro since 2013. Crypto Full-time since 2017. Building HL_RU Community: https://nitter.gq/t.co/4kGJ37trIl
alpha in tg channel
Joined May 2014
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Spoke at an event today for CEX traders
Walked them through Hyperliquid, HIP-3, builder codes, Pear Protocol, TreadFi terminal, Based app...
Watched people realize in real time:
You can trade with CEX-level UX while staying the custodian of your own capital
And maybe even build something on top of Hyperliquid.
The future clicked for a lot of them today
Job's not done though
We do it one talk at a time while the team builds the House of All Finance
wl secured. film is not dead.
locals only ii by @demi_hl
check yours → lo2.demi.la/s/full-set-1/
LO2 \\ stay tuned
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Okay I'm @chipcr now
Was chip1cr before, creating confusion
Telegram is still t.me/chipcr
Just wanted to share something that is not HYPE @ 71 or Elysium trenches downfall
Btw
CR is for crypto ranger
Chip the munk, resque rangers, remember?
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Chip.hl // Evgeny Yurchenko retweeted
I’ve tried quite a few plugins since moving to Omarchy. These are the ones in my setup today.
I’ve deliberately left my own plugins out. This is about other people’s work that I use and appreciate.
🔹 AI Usage — @akitaonrails
AI usage, balances and reset times in the bar. Useful when you spend as much time talking to machines as I do.
github.com/akitaonrails/ai-u…
🔹 Daylight — @NixFred
Sunrise, sunset, daylight hours and moon information, calculated locally.
github.com/nixfred/daylight.…
🔹 Fathom — @m_tolhuijs
A visual Alt+Tab that arranges windows by how recently you used them.
github.com/mtolhuys/fathom
🔹 Omarchy Theme Manager — @m_tolhuijs
Browsing and managing themes, wallpapers and icons from the native picker.
github.com/mtolhuys/omarchy-…
🔹 Omamail — @huacnlee
Email inside Omarchy, with an unread count on the bar and an inbox that follows my theme.
github.com/huacnlee/omamail
🔹 Omastorm — @ncfrontiersman
Live weather radar on the desktop. Particularly welcome here in Tennessee.
github.com/wesleygrimes/omas…
🔹 Omarchy Lacquer — Deunnis
One place to adjust the desktop’s appearance: themes, fonts, windows, animations and more.
github.com/Deunnis/omarchy-l…
🔹 Plugin Manager / Omaplug — Fross
Installing, updating, enabling and disabling plugins. Helps keep the collection under control. In theory.
github.com/fross100/omaplug
🔹 Shibumi Update Center — @hancore_linux
The update component from Shibumi is still in my setup, running alongside the stock Omarchy bar.
github.com/HANCORE-linux/Shi…
Thanks to everyone building and maintaining these. Small additions like this make a computer feel like your own.
Which plugins have earned a permanent place in your setup?
#Omarchy #Linux #OpenSource
So they f8cking sanction CEX from my pinned post? Mr Crypto president, we are so tired of winning fr fr
Spoke at an event today for CEX traders
Walked them through Hyperliquid, HIP-3, builder codes, Pear Protocol, TreadFi terminal, Based app...
Watched people realize in real time:
You can trade with CEX-level UX while staying the custodian of your own capital
And maybe even build something on top of Hyperliquid.
The future clicked for a lot of them today
Job's not done though
We do it one talk at a time while the team builds the House of All Finance
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Got some access codes. DM if you want to trade without a blindfold on your eyes 👀
If $HYPE drops to $74.70 (-4.75%), smartestmoney’s $111,000,000 long gets liquidated 😳
> He's still sitting on $56M of profit
Last time $HYPE dropped, he added margin to push his liquidation under $70. Will he do it again?
Track everything moving the market with @IntelTrade.
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People will be forced to chase the news once again
I think there’s a really decent chance we see a hyperliquid <> stars perp contract officially legalized before eoy and then actual deployments to follow soon after. People will be forced to chase the news once again.
The CFTC is still able to unilaterally approve a BTC contract.
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so we have 40.7% of onchain perp volume week to nov 4, up from 36.2% on HL
that's $71bn which is +44.9% wow
at the same time $HYPE: oct 29 high $97.11 → nov 5 low $76.80, eyeing the lows $74.36 with a void to $50 below
usage and price aren't talking. one of them is wrong and it will be a violent move to converge
hyperliquid, the onchain perps exchange, took 40.7% of tracked onchain derivatives volume in the week to november 4, up from 36.2% the week before. its volume rose 44.9% to $71.0bn, while the whole market grew 29%. its assistance fund turns trading fees into hype and burns it, so more trading can mean more hype buying. but fee discounts and fee shares for market deployers mean hype demand need not grow as fast as volume.
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the whole nov 4 bounce got sold
$81.00 → $88.80 → $81.63
since that high (nov 4 15:00 utc):
$BTC -1.6%
$HYPE -8.1%
same day a16z moved 148k $HYPE to exchanges
my read:
hold $81 and this is a range, $81–88.8
lose it and i'm watching the oct 26 wick at $74.83
a16z supply decides which one
the "wait for the pullback" crowd finally got one
$HYPE was $89.95 when I posted this (oct 30)
HL perp, daily:
oct 29 ICE wick: $97.11
nov 2 low: $85.11 (12:00 utc candle)
-12.4% top to bottom
now ~$85.3. still +5.9% on the ICE-day open ($80.57)
a 12% flush after a 20% news candle. this was the entry. or you're still waiting
nitter.gq/chip1cr/status/2116249…
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That's what happens when you build on top of private solutions.
You f8ckujg stuck at their mercy
Control every byte of code. Go open source. Build on open source. Use your own inference where needed. Choose models that you like, not what you're told to use.
Be in control. Not controlled.
THE FUTURE IS AGENTIC
I'm a Grok @Bot fan. I also can't keep paying for it like this.
Since August, I've gone all in. I built a team of 24 bots to run my business, and I've told everyone who would listen: newsletter subscribers, conference audiences, podcast hosts, and my mastermind members.
Then something changed. No announcement. No explanation. Suddenly, the same work cost far more than it used to.
This week I hit my weekly usage limit after just five days. That's never happened before. When it happens, Grok Bot keeps running on paid credits. On top of my $200 monthly subscription, I've spent more than $272 on extra usage. It's November 3.
Here's what scares me. Under the new limits, I'm burning about $14 an hour. At 10 hours a day, that's $140 a day, or roughly $4,200 a month, plus the subscription.
So I did what users do. I went looking for fixes.
1. Pause the routines. I paused 19 scheduled tasks this morning. It barely helped. Spending kept climbing.
2. Duplicate long-running bots. Others recommend copying a bot to start its conversation fresh. But the copy loses everything the bot has learned about you.
3. Rethink group chats. This turned out to be the real cost. Every message in a group chat wakes every bot in it, even the ones with nothing to say. Most of my usage now comes from conversations, not automation.
Here's where we are. I'm moving shared project context out of group chats and into notes the bots read only when they need them. One lead bot per project. Fewer wake-ups.
It's helping. But I shouldn't have to reverse-engineer the billing to use the product the way it's designed.
Let me be clear. I'm not a freeloader. I don't expect free AI, and I'm happy to pay for real value. Grok Bot delivers real value.
What I can't do is commit a business to a platform when I can't predict what it will cost from one week to the next. That uncertainty is the problem.
The Grok Bot team has built something remarkable. I don't want to find an alternative, but I may have to. It all depends on whether SpaceXAI fixes this.
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Got tired of AI modified images of Jeff on my timeline so decided to post picture as it was really taken
Jeff never wears suits, his outfit is always as pictured below
Stop AI slop
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I hope hyperliquid team noticed this @xulian_hl
This would be super important for the next era
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the "wait for the pullback" crowd finally got one
$HYPE was $89.95 when I posted this (oct 30)
HL perp, daily:
oct 29 ICE wick: $97.11
nov 2 low: $85.11 (12:00 utc candle)
-12.4% top to bottom
now ~$85.3. still +5.9% on the ICE-day open ($80.57)
a 12% flush after a 20% news candle. this was the entry. or you're still waiting
nitter.gq/chip1cr/status/2116249…
the "wait for the pullback" crowd is still waiting.
The Trump❤️ Hyperliquid day?
$hype was $62.23 before this headline. $73.37 within 30 min. deepest dip after: $68.39 (aug 20, 01:00 utc). hasn't traded below $68 since.
Now with ICE❤️TradeXYZ;
Still at $89.95. hype doesn't give you entries after big news.
You either get in fast or hold forever or bite elbows.
The bottleneck is supply, not demand.
Only 1% of world population became agentic. Imagine it will be 10%. That's 10x the demand.
If you don't own your own inference, you're f*cked in 1 year. Free Chinese models will be SOTA and your ass will be priced out.
Act accordingly.
raoul's right on this one
if AI demand was dying, GPU rents would be falling
H100 rent: +33–53% since Dec
H100 today: $3.99/hr
the bottleneck is supply, not demand 👀
nitter.gq/RaoulGMI/status/211703…
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Singapore was full of great conversations, but meeting @demi_hl was something else.
We’d known each other since the Locals Only pt1 days. In Singapore, we realized we were both spending 15+ hours a day building with and around Hermes.
Now we’re building together.
I’m honored to join @_ORACLEAI as co-founder and lead engineer. We’re bringing the Oracle harness and Trader20’s trading infrastructure together around a simple mission:
Give ordinary people access to the kind of trading and investing tools that used to require billions in capital and a hedge fund team.
And let them keep their keys while putting their capital to work.
We’re watching the dawn of a post-human world. I’m glad to be building for it with Demi.
THE FUTURE IS AGENTIC.
Id like to announce that @chipcr will be part of @_ORACLEAI as lead engineer and co-founder.
He has built the other half of Oracle which is a complex trading and execution infrastructure Trader20. That combined with the Oracle harness is a force to be reckoned with. He saw the vision in Oracle early and probably one of the top people I know personally in AI and agentic engineering.
The future is agentic.
binance since the oct 29 hack:
withdrawals paused
SAFU fund moves 7,500 BTC to a new wallet
95% of affected assets replenished
withdrawals back in phases, 06:00–09:00 utc today
self custody wallet, same 4 days:
nothing to replenish mfers
Binance to Resume Withdrawals in Phases From 06:00 to 09:00 UTC Today, With 95% of Affected Assets Replenished
Binance announced plans to gradually resume the first phase of withdrawals between 06:00 and 09:00 UTC on November 1, covering 15 networks including BTC, ETH, BSC, and SOL. Other networks will reopen after security checks are completed, while deposits remain operational. Binance also said it has replenished approximately 95% of affected assets, up from 90% previously. BTC, ETH, USDT, BNB, SOL, USDC, XRP, USD1, RLUSD, and ZEC are now all backed by 100% reserves. The remaining 5% consists of less liquid tokens that Binance is still acquiring. The exchange reiterated its commitment to covering all losses from the hack.
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This is more like a hostage video than a CEO update
Puppet
brother pls
- Filmed in a random fancy hotel room backdrop
- In a Tshirt
- Webcam quality
- You can see his eyes move left to right as he reads lines
It's a $6b and its been a whole day, would expect something a little more polished. At the very least film this from a Binance office???
This is more like a hostage video than a CEO update
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