David

@robinson

98 Following

241 Followers

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Internet Outage Markets

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We're going to get to the bottom of this @ponder

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Wow — Spot gold live on HyperEVM + Core. Now I need Uranium. https://x.com/USDT0_to/status/1933162517250896289

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@alexmasmej had a post recently about being weary of "fair launch" platforms which clicks with me on a gut level. Fair launch seems great in theory but there's a reason Pump's maintained supremacy — yes, it's defacto place to gamble and started early but also because, I'm led to believe, that bonding curve works best.

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Sleepagotchi but with these

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Good points from Blockworks HyperEVM roundtable. Things that stood out: ➢ HIP-1 Listing Fee now 500 HYPE — tickers are auctioned off for one-time fees for listing on HyperCore adding consistent buy pressure to HYPE. But unclear from docs whether this is burned or returned to Treasury (Blockworks + HyperLend founder say burnt but not my interpretation of current docs). ➢ Valuation of HYPE as Expensive for a DEX, Cheap for an L1 — I lean towards valuing HYPE as an L1 token, given HYPE is burned for gas PLUS (and more importantly) the community cohesion around the token — clear user persona via signing posts "Hyperliquid," having a Hypio, etc. ➢ A 2x would put it in top 10 tokens. https://x.com/0xResearch/status/1932127646877454639

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voting on a few @ponder markets has been a really fun daily activity for me, and it's just the start of a much bigger vision recommend trying it if you haven't https://x.com/joshcrnls/status/1932814887664951450

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Kind of surprised there aren’t more prediction markets active here. ➢ Obviously there’s @ponder (literally why I started using FC again) ➢ Came across @predictbaseapp yesterday — looks like you can make your own markets ➢ Sports markets exist too But I feel like Ponder’s model — paying out winners from losers’ pools — is pretty straightforward and easily extendable to other prediction market types. Am I missing apps or challenges? With Poly partnering w/ Twitter, feels like it’s just a matter of time before the next wave of prediction market fervor hits.

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Chart looks like this and we haven't even had: - HIP-3 (Custom perps markets for things like equities onchain) - Write Compiles (tech letting HyperEVM contracts execute trades Hypercore Exchange) Overall, continued wealth effect of HYPE going nowhere but up makes its EVM trenches quite appealing

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guess who I want to see on 10k.world @wmp.eth

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I've got a new drawing for you to guess. Ready? 🎨 Artist: @robinson https://drawcast.xyz/games/VZ5xJjjOawG6AtJRtFO0

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The funniest outcome would be Trump deporting him

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We like the cats, but we also like: - enough daily rev. for HL to acquire their entire supply in >7 years - Owning 70% of DEX perps volume, $1.5T total traded - All done w zero VC backing and incentive programs - HIP-3 which will simultaneously take supply off market + add tokenized equities

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WOW HUGE HOLY FUCK

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Lastest overview on Demystifying Crypto 'Dark Pools' Will dark pools make crypto trading safer or just sideline retail investors? → Dark pools aren't new, they emerged in traditional finance during the 1980s as a solution to a simple problem: how do you trade large blocks of stock without moving the market? Explore dark pools: their history, pros and cons, and current projects in crypto like Renegade on Arb and Silhouette on Hyperliquid👇 https://www.bankless.com/read/demystifying-crypto-dark-pools

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I get the backlash to this market — but it's the wrong time to suddenly claim ethical high ground. Especially when, just weeks ago, someone spun up a dreadfully banal market comparing two women — one being their gf — so he could be affirmed she's hotter (crowd chose otherwise). Crowdsourced insights on topics like this war prove far more interesting than pondering who's hotter and are more of the tough questions I want to see from @ponder tbh. I'm not saying everyone's most informed, but these sentiment checks are what prediction markets are for.

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$HYPE spot coming to Binance US

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Just minted Farcaster Intern #2924, a free mint for Farcaster Pro subscribers!

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