just a cat coin boy living in a cat coin world
HYPE/USDC book
Joined July 2025
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howard.hl - yapping arc begins soon retweeted
Most of the circulating supply is held by Hyperliquid Strategies and the Assistance Fund, and they’ll keep buying. The more hyperliquid:native stagnates, the more the AF buys and takes off the market. Don’t let it take your hyperliquid:native.
howard.hl - yapping arc begins soon retweeted
Everybody wants to be a whale but nobody wants to be underwater
howard.hl - yapping arc begins soon retweeted
i love the way japanese people talk on twitter, or at least how they're auto translated. "it's like that, huh?" like yes bro it is
howard.hl - yapping arc begins soon retweeted
The best answer to this is that the capacity is too small for Jane St to care. Otherwise it's probably just a risk premium
howard.hl - yapping arc begins soon retweeted
Excited for all the farmers who will jailbreak their john deeres with claude
howard.hl - yapping arc begins soon retweeted
Look at him, thats my Qual.
Your what?
My Qualitative! My vibe specialist. Look at him, you notice anything different about him? Look at his face.
I'll give you a hint, his name is Jayden. He won a local poetry competition in bushwick! Yeah I'm sure of the vibe.
Quant firms are hiring idea guys, not quants
I've been skeptical about the whole - software is commoditized, ideas are the moat argument
But I've seen first hand the best quant and technical firms in the world hire thinkers, liberal arts grads, and generalists
I predict the trend accelerates
Letter from @AQRCapital below
howard.hl - yapping arc begins soon retweeted
$HYPE is neither bull nor bear, but it is cat.
a cat market is one that will always land on its feet no matter what happens.
🐈
howard.hl - yapping arc begins soon retweeted
Might be a hot take, but I think we're overly infantilizing "retail traders" in general, but especially regarding the whole options UI/UX debate
In an age of agentic trading and increasingly sophisticated retail traders, dumbing things down isn't the same as making options trading easier or more accessible.
A big point to make here is that the on chain options sector as a whole, and particularly @DeriveXYZ here, actually benefits quite a bit more from builder codes and 3rd party front ends than perps platforms do.
Perps UI/UX is largely solved imo. You can't really get much better than @HyperliquidX or @Lighter_xyz. Alternative front ends are cool for distribution, but the actual UI/UX is largely the same, and nobody really wants that to change much.
Conversely, the "ideal" front end UI/UX for options is highly subjective.
I love seeing the order book and I glean information from it. You might find it to be information overload and seizure inducing. I like a certain style of visual payoff simulator, you might prefer a written description.
I've talked to a half dozen different teams who are building on top of @DeriveXYZ V3, and the opportunity for real differentiation and growing the pie is massive. Some are focusing on simpler UI/UX, some are looking at a more modular one, others are building prepackaged payoffs and structured products where the user doesn't even entirely know they're using options.
A huge part of my @DeriveXYZ bull case is that a lot of you seem to think traders are too dumb to use options, without taking into account the rise of LLM idea generation with agentic execution and the alternative front end boom that's about to happen.
