빚쟁이 대학생. building on lighter hyperliquid
Seoul, Republic of Korea
Joined February 2025
- Tweets364
- Following181
- Followers237
- Likes2.2K
BULL retweeted
n’épousez jamais quelqu'un d'aliéné par les réseaux sociaux car une personne dont la dopamine vient d'inconnus ne saura jamais la trouver dans vos yeux
très souvent votre problème c’est que vous espérez aimer durablement quelqu'un dont l'attention est en réalité capturée en permanence par les vies fictives qui défilent sur son téléphone
et le jour où votre quotidien de couple paraît trop simple comparé à la pseudo vie de rêve que l’on trouve sur Instagram , il s'enfuit chercher ailleurs un amour qu'il piétinait sans le voir depuis le premier jour
BULL retweeted
He needs to return the crypto scam money to the public treasury. It was the most egregious thing a president has ever done. $1B a week before inauguration.
BULL retweeted
I've always admire Ye's Idealistic (Google Idealism) vision for the future - no Possessions in Sight - allow for Maximum Natural Light - this is what Heaven would look like, soft, Architecture transmuted into Organelles (as it should be) - Soothing - we must design for Idealism to create Idealism - connection and balance with Nature - returning to our Form and giving us back our Power by replacing distractions with internal and external harmony - this style of design would unironically cure a nations mental illness, elevate the People to the level of Lords of the Earth once again.
BULL retweeted
je pense que le vrai drame de notre époque c’est SUROUT qu’une immense majorité d’entre de gens meurts à 25 ans pour n’être enterrés qu’à 80 ans et traversent des décennies en quasi état de mort cérébrale
sur Twitter par ex, on croise souvent des gens dont l’âge n’est pas vraiment avancé mais dont l’esprit est déjà figé dans l’inertie car ils ont abandonné toute curiosité, tout goût du risque et toute capacité à rêver bien avant que leur corps ne commence à faiblir
je suis convaincu que cela survient dès lors qu’on laisse s’éteindre les yeux d enfant qui voyaient le monde comme un terrain d’exploration infini pour courir derrière un besoin maladif de sécurité
pour moi conserver le regard d’un enfant tout en développant la puissance d’exécution d’un adulte est sans doute le seul vrai secret pour ne jamais devenir un cadavre ambulant et c’est ce que j’ai toujours recommandé à travers mes tweets
sachez que vivre consiste avant tout à entretenir une tension intellectuelle et spirituelle constante
BULL retweeted
The future roadmap for @Lighter_xyz and what most people miss until the end of Q2 2027
Just listened to Lighter's investor call and damn, their tech upgrades are low-key frontrunning a massive regulatory approval in the US
It kicks off right now in November 2026. The team is officially filing for DCM and DCO licenses with the CFTC. This isn't some random shot in the dark either. Vlad Novakovski (ex-Citadel HFT) and his devs spent 11 months grinding with regulators to bake CFTC rules straight into their ZK circuits
To back this up, they are locking in the tech stack in December. Lighter is dropping vanilla options and unified portfolio margin. This is huge for market makers because when spot, perps, and options are calculated in one place, they can hedge positions effortlessly, slash collateral requirements, and give us tight spreads and stupidly deep order books. Plus, Lighter EVM hits mainnet with Axiom this month, packing everything into a single ZK proof on Ethereum L1 without any bridge exploits
By the end of Q1 2027, we hit the probabilistic window for the CFTC green light. Regulators have 180 days to respond by law, but since Vlad sits on the CFTC Innovation Advisory Committee and they already did all the heavy lifting beforehand, approval should clear without any major delays
Once the licenses are secured by late Q2 2027, the US domino effect triggers for real. First move is embedding perps straight into the main Robinhood app for US retail. Right now they only power Robinhood Chain and Wallet for non-US users because regulations were the only major blocker
Next up is Coinbase. $LIT is already listed there. Coinbase is aggressively cooking their institutional derivatives infrastructure, so plugging in a fully compliant ZK order book is a no-brainer. At the same time, traditional US brokers (FCMs) will start routing institutional order flow directly on-chain. To bootstrap liquidity for this US launch, expect the Points Season 3 airdrop to hit, alongside massive ETH treasuries like BitMine locking in assets for clean delta-neutral yield via options
As for the investor unlocks on January 29, 2027 that everyone is stressing about, it's completely overblown. There is no cliff unlock, just a 36-month linear release. Vlad confirmed on the call that early backers are long-term aligned. Even better, incoming strategic partners like CEXs and wallets need massive allocations they can't buy on the open market, so early investors will pass their unlocks directly to them via OTC, completely bypassing the spot order book
Meanwhile, the deflation engine is printing. 100% of exchange revenue goes to buying back and burning LIT, and they've already nuked over 7% of the initial circulating supply. While other perps fight over offshore crumbs, Lighter is quietly setting up the pipes to swallow the US legal market
The CFTC continues to blaze the path of innovation - expanding the opportunity set for builders in the USA.
nitter.gq/ChairmanSelig/status/2…
BULL retweeted
I truly believe November will be HUGE for @Lighter_xyz
I believe Lighter will secure its US license and become the FIRST DEX to achieve this milestone.
At just $700M MC, $LIT looks massively undervalued right now
the market is sleeping on this opportunity
November could change everything I'm extremely bullish $LIT
A little thought experiment...
$HYPE just pumped $4bn on news they are coming to the US via NYSE despite still waiting on a license
The @Lighter_xyz team has said they are applying for a license next month, have been in talks with the CFTC and are on the advisory committee. All signs point to being the potential first dex to get a license.
Now let's say this scenario actually does play out. $LIT's ENTIRE marketcap is $700mn, 5.7x less than the move HYPE made without a license and 30x less than Hyperliquid as a whole.
I truly, truly believe this is one of the most slept on plays I've ever seen in crypto. To the point where I'm now just wondering if I'm crazy how others don't see it. Teleport to $5bn MC with ease on approval imho.
It's $LIT
BULL retweeted
Last night Apple briefly removed Telegram from the AppStore because a user had planted illegal porn in a public chat.
Telegram was restored within hours. But I want to explain what happened — to warn other app developers and help protect online communities from similar attacks.
Because Telegram quickly removes illegal content from public groups using all kinds of moderation tools, the attacker had to resort to a technical trick. He inserted AI-modified illegal content by editing an old message in an active group chat. As a result the content was effectively hidden from the group’s members, preventing them from seeing/reporting it.
The attacker was a takedown extortionist: someone who demands ransom from group owners in exchange for not targeting their communities. These extortionists use automated accounts to plant illegal content in public groups and then report it directly to Apple, attempting to trigger the removal of legitimate communities whose owners refused to pay them.
From a practical standpoint, illegal pornographic content in Telegram’s public groups is not a systemic problem. Our moderation is effective. The fact that attackers must resort to backdated, effectively invisible content and other technical tricks proves this.
⚠️ However, there are two important lessons here for app developers and online communities:
— Extortionists have found a way to manipulate Apple into overreacting. Apple removed Telegram from the App Store before contacting us. This creates a potential systemic risk for every mobile app that hosts user-generated content. If an app used by more than a billion people can be removed from the App Store without prior warning, any app can be.
— The tactics used by takedown extortionists are evolving, putting communities across social platforms at risk. Telegram has extensive experience identifying the tricks used by coordinated reporting gangs and protecting legitimate communities (even when doing so risks our own app being temporarily removed from the App Store). Other platforms may not be equally prepared.
Stay vigilant! ☝️
BULL retweeted
I don't know how many times I have to say it.
ground beef and rice.
a roommate to split the rent.
cut back on the nights out.
stop doordashing matcha and avocado toast thrice weekly.
it's. not. that. hard.
🤝 Paid partnership
BULL retweeted
"If you're in crypto, pivot to AI."
I used to hear versions of this, and it's the wrong way to think about the world. It's zero sum, scarcity thinking.
Crypto is a general purpose technology. It's infrastructure, the same way electricity or the internet is infrastructure. It doesn't compete with the next big thing, because it underpins it. It's an *and*, not an *or*.
AI being a megatrend takes nothing away from crypto. If anything, it makes crypto more important.
AI agents will need their own financial infrastructure and will eventually transact far more per day than all humans combined. They can't open a bank account, they can't wait three days for a wire, they reside in one country. They need real time programmable money (and that's crypto).
Agents will need to hold funds and pay for things on their own. We pioneered this with the x402 protocol, Base, and USDC, which now power the vast majority of all agentic payments. Agents will also engage in trading and act as a financial advisor. They will raise or borrow money for new projects they are undertaking. They will eliminate tasks for us around tax planning, portfolio rebalancing, and bill pay.
Welcome to the world of Agentic Finance (AiFi). This is what Coinbase is building.
BULL retweeted
.@PalmerLuckey: If you let your population size collapse, your country becomes irrelevant:
“South Korea has a rapidly declining birth rate. They’re down to 0.67 births per woman average. You need to be at 2.1 to meet replacement.”
“North Korea doesn’t need to fight South Korea to win—all they have to do is keep having kids and making artillery shells.”
“What happens when there’s less than a million people in Seoul? It doesn’t matter how smart they are. Maybe they’re really rich per person. But they’re economically irrelevant.”
“Is the US going to be able to justify fighting WWIII over a country that’s shrunk down to be smaller than a small town?”
Via @mikeroweworks
BULL retweeted
This is how brain-dead the crypto industry still is:
It costs roughly $30M per year to keep developing Ethereum L1, which is effectively becoming the settlement layer for the internet of finance.
Bitcoin’s PoW burns through roughly the same amount of money every single day.
One funds open-source global financial infrastructure backed by the most sound digital store of value in the world.
The other pays for an energy-intensive security model attached to an asset that is structurally and economically inferior as a store of value, not useful for real-world finance, and increasingly hard to justify based on Bitcoin’s own fee and security-budget metrics.
This is the quiet part said out loud, the thing talking heads in this space will not dare to say, but should, because it is the truth.
BULL retweeted
In the ancient world, the way many people gained great wealth was by forming gangs of strong men, beating up their neighbors, and taking their stuff.
People still speak with admiration of men like Alexander the Great and Julius Caesar, but they were little better than gangsters who enriched themselves through armed robbery.
This was a negative sum game, and assured that people remained poor and unhappy for thousands of years.
Eventually, however, we figured out that respecting each other’s rights, building things, and trading meant that we could play positive sum games instead. We could increase the amount of wealth, and all would benefit. As a result, we moved from living in unheated shacks to living in what our ancestors would’ve thought of as paradise in only a few hundred years.
However, there are still people out there who think that beating someone up and taking their stuff is a really great idea.
It is the great task of our civilization to shun such people, as they are not fit to be part of society.
BULL retweeted
Gavin Newsom tweete sa rage. Le FT le compare à un méchant de James Bond. Le Globe and Mail publie un guide pour le détester. Tout ça le même jour.
Vous voulez comprendre pourquoi la fourmilière s'agite à ce point ? Suivez-moi, c'est fascinant.
Ce matin, Elon Musk est devenu le premier trillionnaire de l'histoire. Pas en héritant. Pas en taxant. Pas en régulant. En construisant des fusées réutilisables, des voitures électriques et un réseau de satellites qui connecte la planète.
Et regardez bien qui panique : ce ne sont jamais les ingénieurs, les artisans, les entrepreneurs, les soignants, les agriculteurs. Ce sont les politiciens, les éditorialistes, les bureaucrates, les activistes professionnels.
Bref, tous ceux dont le métier consiste à commenter, taxer ou redistribuer la valeur créée par les autres.
Leur terreur n'est pas morale. Elle est existentielle. Consciemment ou inconsciemment, ils savent une chose qu'ils ne peuvent avouer à personne, pas même à eux-mêmes : leur action publique ne crée strictement aucune valeur nette.
Tout leur statut repose sur un mensonge confortable, celui du socialiste bureaucrate : "la richesse existe par magie, le problème c'est juste de la répartir, et il faut des gens comme nous pour le faire."
Ce mensonge tenait tant que la création de richesse restait abstraite. Mais Elon est un contre-exemple vivant à l'échelle planétaire. Mille milliards de dollars créés à partir de rien, sous les yeux de tout le monde, en temps réel.
Chaque lancement de Starship est une réfutation publique de leur vision du monde. C'est insupportable. D'où la rage.
"Le système est truqué", dit Newsom. Non Gavin. Le système truqué, c'est celui où l'on devient puissant en distribuant l'argent des autres. Le système d'Elon, c'est celui où l'on devient riche en rendant le lancement spatial 100 fois moins cher.
Et voilà ce qui les terrifie vraiment : dans le monde qu'Elon est en train de construire, le statut ne s'obtient plus par la posture, le diplôme ou la tribune. Il s'obtient en créant quelque chose. Ils vont devoir apprendre un métier. Développer des compétences. Produire.
L'agitation que vous observez, ce n'est pas de l'indignation. C'est le bruit d'une classe sociale entière qui réalise que sa rente touche à sa fin.
Mais je vais finir sur un truc rassurant, parce qu'au fond je les aime bien.
Ne vous inquiétez pas. Dans le monde d'Elon, le gâteau grossit. C'est toute la différence avec votre monde à somme nulle : il y aura de la place pour tout le monde, y compris pour vous.
Vous êtes l'enfant qui pleure parce qu'il a peur de ne pas avoir de Kinder Bueno.
Respirez. Il y aura des Kinder Bueno pour tout le monde.
BULL retweeted
Je vais partir du principe que tu es de bonne foi, parce que ton raisonnement est intuitif et que 90% des gens le partagent. Mais il repose sur trois erreurs factuelles, et ça vaut le coup de les regarder calmement.
Erreur 1 : la fortune d'Elon n'est pas un tas d'argent. C'est de la propriété d'usines, de fusées et de satellites. "Prendre la moitié de sa tune", concrètement, ça veut dire forcer la vente de la moitié de SpaceX et Tesla. L'argent ne sort pas d'un coffre, il sort des entreprises elles-mêmes, qui passent sous contrôle de fonds étrangers ou d'États. Tu ne redistribues pas du cash, tu démantèles un outil de production. C'est la différence entre récolter des pommes et découper le pommier.
Erreur 2 : "ça résout énormément de problèmes dans le monde". Cette expérience a déjà été tentée, en vrai. En 2021, le directeur du Programme Alimentaire Mondial de l'ONU a affirmé que 6 milliards de Musk pouvaient "résoudre la faim dans le monde". Réponse d'Elon : décrivez-moi exactement comment, comptabilité publique à l'appui, et je vends mes actions Tesla immédiatement. Le PAM a publié son plan. Verdict : ce n'était pas "résoudre la faim", c'était nourrir 42 millions de personnes pendant un an. Un an. Puis il faut re-payer, pour toujours. Le PAM avait d'ailleurs levé 8,4 milliards l'année précédente, et la faim était toujours là. Les ONG traitent les symptômes en boucle, jamais les causes, parce que leur financement dépend de l'existence du problème.
Erreur 3, la plus importante : tu cherches ce qui sort vraiment les gens de la pauvreté. Bonne nouvelle, on a la réponse, et elle est massive. En 1990, 36% de l'humanité vivait dans l'extrême pauvreté. Aujourd'hui, moins de 9%. Plus d'un milliard de personnes sorties de la misère en 30 ans. Par quoi ? Pas par la charité ni par l'aide internationale (plus de 1 000 milliards versés à l'Afrique en 60 ans pour un résultat à peu près nul). Par l'ouverture des marchés, l'industrialisation, le commerce. La Chine seule a sorti 800 millions de personnes de la pauvreté en abandonnant le collectivisme, pas en taxant ses entrepreneurs.
Donc fais le calcul complet. Option A : tu confisques 500 milliards, tu finances quelques années de programmes, l'argent est consommé, et tu as détruit la machine qui produisait les fusées, les voitures électriques et l'internet des zones rurales. Option B : tu laisses le meilleur allocateur de capital de sa génération réinvestir 100% de sa fortune dans des industries qui baissent les coûts pour tout le monde et emploient des centaines de milliers de personnes. L'option A soulage ta morale pendant 18 mois. L'option B sort des populations entières de la pauvreté pour toujours.
La pauvreté ne se redistribue pas. Elle se résout par la création. C'est contre-intuitif, c'est frustrant, mais c'est ce que disent 200 ans de données.
