Another banger report from
@HyperliquidR just dropped.
Trade[XYZ] Q1 2026 in a nutshell:
> $112B volume in Q1 while competitors lost 40-67%
> 33% of total HL volume, 92% of HIP-3 OI
> $7.93M revenue, $40M annualized (fees 90% off)
> OI from $181M to $1.94B, ATHs 48 days straight
> CL-USDC beat ETH in daily volume during Hormuz
> First ever licensed S&P 500 perp on a DEX
Solid work from the HRC team as always. Congrats
@tradexyz on the quarter!
Full report here:
HIP3LIQUID.
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AA you're all so fast!!
Here are my feet >:3
Google dropped MTP versions of Gemma4. Ran them on my DGX Spark.
The 31B dense model went from 3.94 → 8.91 tok/s. That's +126%.
Full results:
[26B A4B]
> 25.24 → 31.69 tok/s (+25.6%)
> TTFT 755 → 332ms (-56%)
[31B]
> 3.94 → 8.91 tok/s (+126%)
> TTFT 599 → 378ms (-37%)
If you're not running MTP, you're leaving free perf on the table.
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anyone thinking about, learning, or already working with agentic systems, you should know this.
the first few steps of your setup matter more than any model or framework you pick later. get them right and you never lose your flow.
the foundation nobody posts about:
> 1. tailscale. a private mesh network across every machine you own. laptop, desktop, rented node, all on one secure tailnet, reachable from anywhere. nothing else works well until this does.
> 2. termius, over that tailnet. one SSH client that reaches every node, phone included. you are never away from your stack.
> 3. tmux. persistent sessions. disconnect, close the laptop, come back, every session exactly where you left it. agentic work runs long, your terminal has to survive that.
> 4. a private git repo. the one i am most glad i found. it is the memory layer across all my agents, they pull, they work, they merge back, the codebase stays alive between sessions. context that would die in a chat window lives in the repo instead.
> 5. script everything from day one. ssh aliases for every node, setup scripts, the boring boilerplate automated. if you will do a thing more than twice, it is a script.
everything past these five is decorative. know these cold.
and the habit that ties it together: ask the AI itself. for the config, for the error, for any of it, let the agent do the lifting, then double check what it hands you.
lock the five, build the habit, and you make it. skip it, anon, and you ngmi.
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Leopold Aschenbrenner's 13F finally dropped and X is already full of the DUMBEST interpretations possible!
Please read this.
1. The 13F shows what the fund held as of quarter-end: March 31.
2. A huge part of the positions are PUTS. Does this mean he's bearish today?
-> WE DON'T KNOW! Everyone is just guessing.
It is completely possible that he bought those puts during the quarter as the Iran war escalated, to hedge, and they increased a ton in value. They might have started as small positions that simply grew a lot.
He might have sold them at the exact bottom, perfectly timed the market, and gone 100% long for the massive rally that started on April 1.
OR he was insanely bearish, bought a lot of puts, kept them, and completely screwed up by being massively positioned in puts before the craziest rally ever.
He could have made the most genius move or the dumbest move possible and now look like an idiot.
WE DON'T KNOW.
This is the issue with such delayed reports.
But of course today, you will see everyone on X go crazy with:
"Leopold went short aaaaaaaaaaah, the sky is falling, he's calling for a crash."
But that was months ago, in the middle of the Iran volatility!
We have no idea if he added to his puts or if he's currently 100% long or maybe even bought calls?!
We don't know if his move was good or bad.
So while you're reading all these takes on X today, know that you're going to read a ton of complete nonsense from people who have no idea what they're talking about.
But here are some things that stand out to me!
While he decreased his $BE exposure, Bloom Energy was still his biggest position (6.4%)
Closely followed by $SNDK (5.3%)
He also cut $CRWV from 8% -> 4%
I honestly can't believe he missed $NBIS so badly.
He also reduced his $IREN position from 6% to 3% (even though he net added shares).
Big $CORZ cut aswell from 7.6% -> 3%
HUGE cut in his $CRWV calls from 14% -> 1%
A lot of $TE investors are getting excited he built a position, which is definitely bullish, but it's worth mentioning that was most likely before the big drop after the disappointing earnings and it's a tiny 0.3% position for him.
One of the funniest positions is a 0.15% $GLW Put lol.
100% / Completely went out of:
$INTC Calls (13.5% -> 0%)
$CIFR (2.8% -> 0%)
$EQT (2.4% -> 0%)
Photonics:
$LITE (8.6% -> 0%) That one is super interesting to me.
Also cut $TSEM and $COHR from 1.5% -> 0%
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3 dead
8 cases confirmed
mortality rate: 30-40%
the hantavirus, explained 👇
> dutch cruise leaves to argentina Apr 1
> strain is rare, but spreads human-to-human
> likely source: a dutch couple's birdwatching trip in argentina, before boarding
should you be worried?
> global spread risk low according to
@WHO
> not COVID 2.0.
> strain is deadly but spreads badly
> tracing live in 8+ countries
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The Witcher 3: Wild Hunt has reached 65 million copies sold. CD Projekt RED has released its Q1 2026 financial results, and the numbers look solid.
> Revenue: 191 million PLN (up 6% year-over-year)
> Net profit: 106 million PLN
>The Witcher franchise had strong sales growth of 36% year-over-year, while Cyberpunk sales stayed stable.
Development updates:
> 513 developers are focused on The Witcher 4, now in full production
>Work continues on “Songs of the Past,” the third major expansion for The Witcher 3, set to launch in 2027
>Both Cyberpunk 2077 and The Witcher 3 continue to perform well on Xbox Game Pass
>The Cyberpunk Trading Card Game had a successful Kickstarter, raising 28 million USD
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The following upgrades are now live for Felix HIP-3 perp markets
Max leverage upgrades:
• Silver 20x -> 25x
• Gold 20x -> 25x
• Platinum 20x -> 25x
• Palladium 20x -> 25x
• USA500 20x -> 30x
• USA100 20x -> 30x
Cross margin is now enabled for:
• USA500
• USA100
• TSLA
• NVDA
On Monday, April 6, price feeds for Copper and Oil will be rotated from LMAX feeds to CME feeds. Updated pricing is available in the Felix Docs
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