Pavan (@pavankat) 's Twitter Profile
Pavan

@pavankat

Bottom-up thoughts and observations on AI x Crypto. Co-founder @yomigamesgg. Try @manamidotai. BTC '2013, ETH '2016, DEFI '2019. Prev @ConsenSys

ID: 16842296

linkhttps://pavan.vc calendar_today18-10-2008 19:22:30

1,1K Tweet

1,1K Followers

592 Following

ProMint (@promintofficial) 's Twitter Profile Photo

Hyperliquid officially called Lighter a Direct Competitor In their latest post they literally grouped “Binance, Lighter, Aster” together as venues where a central sequencer is the only party that can see the full internal state in real time. That’s why this is a competitor

Hyperliquid officially called Lighter a Direct Competitor

In their latest post they literally grouped “Binance, Lighter, Aster” together as venues where a central sequencer is the only party that can see the full internal state in real time. 

That’s why this is a competitor
aaalex.eth 🇺🇸 (@pana067) 's Twitter Profile Photo

Vladimir Novakovski They're infinitely smarter than you considering all Lighter does is implement what Hyperliquid already had 6 months later They're also not wrong, unless you can specifically say what is wrong other than labeling everything as FUD Sorry this isn't Quora

as required (interop/acc) (@0xasrequired) 's Twitter Profile Photo

genuine, non-ragebait, question: what will be the utility of $LIT? > Lighter is an L2, so there’s no need to stake LIT for consensus, like HYPE on Hypercore > afaik there are no concrete plans for an EVM sidecar that would use LIT as gas > I assume there will be Lighter fee

genuine, non-ragebait, question: what will be the utility of $LIT?

> Lighter is an L2, so there’s no need to stake LIT for consensus, like HYPE on Hypercore

> afaik there are no concrete plans for an EVM sidecar that would use LIT as gas

> I assume there will be Lighter fee
as required (interop/acc) (@0xasrequired) 's Twitter Profile Photo

lighter needs to do >$4.1T in annualised volume to make the same annualised fees as hyperliquid assuming all volume is premium volume (to get a lower bound on volume required) > hyperliquid is making $901M in annualised fees > lighter premium has a 2bps/0.2bps maker/taker fee

lighter needs to do >$4.1T in annualised volume to make the same annualised fees as hyperliquid 

assuming all volume is premium volume (to get a lower bound on volume required)

> hyperliquid is making $901M in annualised fees

> lighter premium has a 2bps/0.2bps maker/taker fee
Pavan (@pavankat) 's Twitter Profile Photo

binance and coinbase listing $LIT and not $HYPE is bearish lighter. theyre not scared of washed lighter but they’re terrified of HyperLiquid

franco (e/acc) (@francoxbt) 's Twitter Profile Photo

This paper took me 47 pages of research to compress into 4. The signal is clear. The last time gold moved like this, BTC followed with a 500% gain. I wrote the math. Full paper attached. 🛡️ - FarzadXBT

This paper took me 47 pages of research to compress into 4. The signal is clear.

The last time gold moved like this, BTC followed with a 500% gain. I wrote the math.

Full paper attached. 🛡️

- FarzadXBT
Jordi in Cryptoland (@lordjorx) 's Twitter Profile Photo

Why a 15% APR on HIP-3 staking is simply not enough. I’ve seen the comments: "How can these yields be so high? Not even $LUNA had those ones." People are missing the fundamental link between risk and reward. If you are holding a Hyperliquid Exchange LST, you aren't just

Why a 15% APR on HIP-3 staking is simply not enough.

I’ve seen the comments: 

"How can these yields be so high? Not even $LUNA had those ones." 

People are missing the fundamental link between risk and reward.

If you are holding a <a href="/HyperliquidX/">Hyperliquid</a> Exchange LST, you aren't just
Pavan (@pavankat) 's Twitter Profile Photo

Hyperliquid isn't a DEX competing with Binance It's becoming the financial layer of the internet — a hyper-liquidity layer Hyperliquid isn’t chasing CeFi CeFi is going to integrate Hyperliquid HL has a Cypherpunk ethos (like $BTC) • The only place where permissionless