jez (equity perps era)
@izebel_eth
i must not fomo. fomo is the mind-killer. inbounds: @cascaintern Extremely Online thoughts: water build |
1.3K Following 61.9K Followers
as we get closer to papertrade launch, im going to be putting out some thoughts on the platform and the launch itself over the next week or so
if ppl have unanswered questions pls drop them below
gl to us
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🚨 TODAY: The SEC issued an order granting temporary, conditional exemptive relief to Tokenized Securities Venues from the definition of “exchange” in the Exchange Act to trade tokenized NMS stock using innovative permissioned automated market makers and liquidity pools.
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@FlippingProfits gl to us
investors in perps have made generational wealth, across years and platforms
most option protocols have not survived
perps are simply the better instrument:
-fungible liq (no strikes/exp/pc)
-trading delta instead of vol
-intuitive
but im sure this time is different
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@j0hnwang @Lighter_xyz hmmm i wonder why there's no dropdown for kalshi fee tiers!
@j0hnwang @Lighter_xyz interesting. do you think it's "apples-to-apples" to compare kalshi's lowest fee tier to hyperliquid, binance, and bybit's highest fee tier?
we'll put aside lighter's taker bump reduction for stakers, hl cancel priority, or just basic colo for a second.
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despite their best attempts to mislead you and hide the fact they're advertising kalshi's lowest fee tier, they're still more expensive than @Lighter_xyz
🚮 🚮 🚮
its simple just put the majority of your money in your best highest conviction ideas (and then be right)
honestly taiki's one of the few people in this space whom i've noticed has had insane growth in his trading career in the past year. bro went from bagholding fartcoin to making kingmaker trades
he is an inspiration to me, and imo its really amazing to watch.
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the past 6 years of your life in this space were training, learning to recognize a good new thing
now that the true scotsman is here, you can get it at the price you deserve
meanwhile the next good one has already emerged (and there will always be a next one, the pie only grows larger), and you can complain you're late/dispute metrics or just enjoy
long degeneracy, long railroads and shovels, long exchanges
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if you are one of the 12 people who found the mainnet testing deployment and decided to claude your way in, please reach out with signed proof.
reminder: everything will be preannounced - including a deposit period before live trading begins.
there is no bonus for blindly depositing early, only your money locked in a testing contract.
funds will be returned once sorted.
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gambling on new pairs isn't locking in, its being lazy and offloading the cognitive burden. its harder to find real conviction than it is to rip a lottery ticket. if someone said they were going to lock in as they sports bet/traded options you'd look at them the same way
a small port has less market impact, more nimble, many more advantages than a large port. the concept of "not enough size" is relative framing vs CT that is poisoning ppls process and returns
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hyperevm memecoins are a trap, we learned this last time
fomo can bring new entrants to the hlevm trenches but the maxi/holders do not want to sell their hype to play short term memecoin attention rotation games, so there is no fundamental bid, theyd rather just buy more hype
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the biggest trading learning i got from picking up poker was my vpip/burn rate was too high (it still is)
i played too many hands, i bet too often and too much in marginal spots. i leverage traded eth on a coin flip. see the parallel. i think part of what pains me with daily runners/kols is i see a lot of marginal spots being taken/peddled
remove as many marginal spots as you can from your trading and bet the house on what you have rightfully placed conviction in
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find ways to own the house instead of walking through the front door
8 months later, still as true as the day i wrote it
@0xngmi i basically only use llama swap for onchain routing
a few usecases:
1000x levg on potentially any asset on hl (subj to liquidity concerns) - spy at 1000x, gold at 1000x
100% user-owned lp - the users that trade (and lose) will become the owners of the lp
fully onchain - write to a smart contract and deterministically receive a position. never been done before. best way for an agent to create a position
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proud to introduce @papertrade_xyz - a fair-launched, fully-onchain perpetuals exchange built on hyperliquid by @izebel_eth & @blurr
-1000x leverage
-0 slippage
-No funding costs
-Self-bootstrapping LP
coming soon. learn more at:
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