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androolloyd.hl
Founding Contributor @hypurrfi | @lastdotnet
It’s called being retarted runner you should try it.

RunnerXBT6 hours ago
serious question, how do you stomach this volatility
(knowing most of you dont use stop loss or invalidation)

1.18K
androolloyd.hl reposted
I have a different take on the Saylor being capped out perspective
During the earnings call Saylor called STRC the iPhone moment of Microstrategy, in the sense that he has found a vein that he can issue potentially unlimited pref equity into, whereas his other instruments (STRK, STRD) mostly failed to find PMF, or his common being a finite use instrument
He talks about being able to issue $90bn of STRC in the final 5 minutes of the call
My view is he is preparing to absolutely go for it and lever up MSTR in 2-3 months, as it will take 40-50 days for STRC to start trading
20.07K
androolloyd.hl reposted
USDT0 deposits and withdrawals are now live on @Bybit_Official via @use_corn, @HyperliquidX, and @berachain.
We are excited to welcome ByBit in the growing flock of exchanges embracing the USDT0 revolution, marking another step toward the natively interoperable USDT network we’re building.
There is no second best. @USDT0_to. Higher.
3.51K
androolloyd.hl reposted
Circle announced yesterday that they will deploy native USDC and CCTP v2 on Hyperliquid.
At first glance it might look like a nothing burger (who cares, the USDC are already there right?) but if we look closer this is one of the most bullish things to date since the Hyperliquid's inception.
Right now, the biggest Hyperliquid single point of failure (and the biggest FUD generator) is the Arbitrum -> Hyperliquid bridge. This bridge has 4 signers and if 3 of them are compromised they could extract all its USDC and destroy Hyperliquid (in practical terms I'm pretty sure this is still really safe since I believe that all those signers/validators are stored in a very secure physical place).
With the native USDC deployment everything changes (not confirmed, but that's my guess) because the architecture changes radically removing Arbitrum and the bridge from the equation (again, not confirmed, just my guess). Instead of having to bridge USDC through the 3/4 bridge in Arbitrum, Circle will mint the USDC natively, so Hyperliquid won't need to store those $5B USDC, so this removes the biggest FUD point.
This deployment also entails two more things:
> Easier integration for qualified custodians: more funds will be able to buy $HYPE natively.
> Multiquote orderbooks: the new architecture might allow to deposit more kinds of assets (USDT, USDhl, $HYPE? etc) instead of only USDC, enabling much more markets.
Again, nothing of this is confirmed and they might not remove the bridge, but it's just based on my thoughts and in their latest comms.
Pretty excited to see how they manage the migration and to see the new architecture.
Hyperliquid.


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