大多数人以为去中心化的perp dex的繁荣是由监管套利产生的，但是很少有人看到去中心化交易所的创新，Hyperliquid 把传统的链下订单簿做成了能和evm共通的hyperCore，让智能合约可以访问订单簿下订单和读数据。

27号的时候从aave借贷出了30万打到btc的多单里面去，今天出完了，赚了30万，借贷还完。但是aave上借贷的体验非常差，我eth 50%的杠杆，显示的health

Hip-3 crowdloan is actually a good idea, however: 1. There will be more supply than demand of Hype, so the HYPE stakers might not get good return. One reason is that the DEX demand is not as high as parachains. Back to 2021 the parachain slot supply is limited but demand is high.

即使usde不在hyperliquid上也会在其他的各家dex上，稳定币的发行成本降低，各家必须要抢占分发渠道，抢占usdc的地盘。都需要进入更多的defi场景

最好以后开车送到地方后，就让车在外面晃悠，指不定还能接一单滴滴/grab。不仅省停车费还能挣外快。

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i do think what happened yesterday will have profound implications on the future of the economic relationship among token holders, traders, and vault depositors at hyperliquid tge, traders and token holders were basically the same group of people. in fact, not just the same -

100% single venue spot market price feed is the start of collapse

未来Hyperliquid像是京东加上京东自营商品，hip-3像是不同的商家在京东开自己的品牌店。 Hyperliquid在测试网开通了"dex abstraction"模式，简单来说：1. 如果hip-3 dex是用usdc，那么可以直接用hl perp account里的usdc 2. 如果hip3的dex用的不是usdc，那么就用现货账户里的保证金自动划转过去。3

x.com/i/article/1979…

现在内幕老哥关注度太高了，给散户不具有参考，不过还是希望给他爆了

一个预感，base蹭bnb，发中文，一定是有更大的利益需要两个人可以一起分，加上最近政治上不断换人的消息，可能是东大官方要下场了

内幕哥在平空单了，过去的10个小时一直在平：app.wildmeta.io/en-US/trader/0…

But x402 does not necessarily need to be replaced by gateway/executor/custodyWallet/agentWallet, because the on-chain execution and x402 payment are not 1 to 1 even in trading. For example, in the nof1.ai case, a user agent can send an x402 request every 5 mins

It's the time for USDH, the "alighed stablecoins" are the real game changer. The market makers, traders will all prefer using USDH to trade soon. If USDC wants to fight back, then "50% revenue flow back to protocol", nice.

When I first started development on blockchain, $ETH is around 1 USD. I tried to sell Ethereum to my whole company working on Ripple, and I tried to mint Ethereum with my iMac. In these 10 years, $ETH has grown from 1 to 3000, however, if it is linear, that's 145% APY, and <1