max retweeted
I have been outspoken on my bullishness for OPTIMUS for 4 years.
We were too early in 2022. It ran to 100m anyway.
The time is now. OPTIMUS being mass produced in California. Elon musks biggest project to date by a country mile.
Do not fade Elon.
Billions for @Optimus_RH
Q3 Shareholder Update → ir.tesla.com
Highlights
– FSD Supervised attach rate grew to over 75% of new vehicle deliveries in NA
– Unveiled the next-gen Roadster
– Record deliveries in Canada, Australia, Japan & Taiwan
– Tesla Semi now in volume production. Top variant can go up to 500 miles at a full 82,000 lbs while achieving efficiency of 1.7 kWh/mile – about a third of the energy a comparable diesel truck burns for the same load
– Ended the quarter with the largest backlog for our passenger vehicles in 4 years!
FSD Supervised
– 4 new approvals since Q2 (Croatia, Slovenia, Czech Republic, Slovakia)
– FSD is now live in nine EU countries & used by over 100,000 customers logging more than 160 million kilometers since initial approval
Robotaxi
– Deployed Cybercab into our Austin fleet
– Hit nearly 2 million cumulative unsupervised miles, 8x growth in the quarter
– Austin service now runs 6 am to midnight, with wait times continuing to come down as we add cars & improve the orchestration algorithms
– Added Grok to Cybercab with Grok Bot & Connectors, letting you interface with your inbox, calendar, files, chats and tasks, all by voice.
Transport, office & living room in one
Robotics
– Started production of @Tesla_Optimus on our high-volume lines in Fremont.
These are the first production-quality bots we've built, proving that the current manufacturing process for Optimus is suitable for a commercial product
SI Compute
– On track for 400 MW of training compute by year end, feeding both vehicle & humanoid autonomy
– Austin Fab construction continues, equipment commissioning planned for 2027
Battery
– Battery supply is still the limiter on how fast we ramp vehicles globally, so we're expanding on every front: pack capacity in Berlin, cathode and lithium refining in Texas, LFP cells in Nevada
– Shipped the first Megapacks built entirely with our own LFP cells
– Increasing 4680 output to support ramp of Cybercab, Semi & Model Y
Energy
– Megafactory Texas is up & running, with Megapack 3 production started
– Highest-ever order rate & backlog for energy storage
Grid constraints & power availability are making Megapack the answer for SI infrastructure demand: it excels at supplying large data center loads, smooths out demand spikes, helps new projects meet grid connection rules & makes the grid itself more stable
All with less local fossil fuel generation
Supporting Infrastructure
– Added 2,100+ net new Supercharger stalls, up 14% year over year
max retweeted
For everyone asking:
- yes it's real
- 6 month term
- money well spent to get this mf off the internet
His lawyers are now pressing us hard to have this contract scrapped but we will stay strong
max retweeted
New Pairing: GME 5x LONG
We are proud to announce the first ever 5x leverage pToken - deployed only on @arcus_xyz with the help of their team.
The new pair goes live at 4PM PST today, only on vectis.family
What can we say...we like the stock.
max retweeted
The minting is now live to public! at flyaiworld.com/traderflies/
Also you can trade already the pre-revealed NFTs on open sea! opensea.io/item/robinhood/0x…
max retweeted
Vectis morning bros.🖖
I want to tell you a quick story about my web 2 company.
I started it at age 21 with no funding.
I ran it for over 12 years, and sold over $20m in product with zero employees.
But when i started it, I was simply running it on the side, while i worked as a data analyst at an ad agency.
The dietary supplement industry is violently competitive, and notoriously.. er... ‘unwelcoming’ to newcomers.
I knew that my only way to compete would be to focus on a more specific corner of the market, and try to establish myself there.
That’s exactly what i did, focusing on women’s sports nutrition, which at the time was extremely small, with less 'lower funnel' customers but also less competition.
It was a slog in the beginning, with not nearly as much demand.
My goal was to both dominate that niche by making a great product and becoming known as the premier or first-movers in that sub-category.
What happened over time was interesting.
Even when i started to finally get some traction, and some of the 'big guys' entered my niche to steamroll me...
I not only survived, but thrived.
The bigger players ended up actually growing the category for me, where I was sort of already established.
I tell you this because the same competitive environment exists within crypto, and can even be applied perfectly to @vectisfamily
Crypto is extremely competitive.
And the cost of development is now so low, that any idiot can start a launchpad in a matter of days.
But that's why I'm taking the exact playbook that allowed me to have a decade of success with very little resources and facing wave after wave of competition...
- I will dominate the Leveraged Quote Asset memecoin niche.
- I will be more patient, and more hard-working, and more focused on this niche than anyone else.
- I will not be phased if the larger players start bolting this on as a feature.
- There is abundance in crypto.
- I have established @vectisfamily as a first mover.
- We will continue to entrench ourselves as the most passionate leveraged quote token launchpad on any blockchain.
But yea in summary...
Some of the most fascinating stories in crypto to me at least are when builders draw from prev. experience to add value to an on-chain product.
Thought maybe you guys would find this interesting as well. 🖖🏽
max retweeted
If this happens, which it probably will, the market cap of $VECTIS will 6x even if not one single more person buys it.
That, my friends, is the thesis for @vectisfamily.
Lever Up.
other brokerages around 150 to 200b. hood will catchup over these next few years
i think we see hood trading $200+ by end of next year.
$HOOD really in a good spot right now
max retweeted
if side wallets dump -> coins go down.
if coins go down -> “KOLS” have losses on fomo and are not on leaderboard/visible on app.
solution?
lets stop following ppl for their names or bc they are “KOLS” and because their verifiable track record is good and fully visible.
u actually described something that fomo actually solves lol.
before, “KOLS” would do this without u knowing. now u can see them lose money publicly on an account they signed their name and reputation to.
some of the biggest ppl on fomo were not big accounts even a few months ago. some dont even have a presence on X.
a lot of big “KOLS” have very few followers on fomo because they dont perform there.
max retweeted
There is a reason why coins launched on LONG do better than on PONS.
It's not about the narrative or traders but rather the mechanism itself.
LONG launches coins through a dutch auction meaning everyone pays the same price pre-bond and snipers have no edge. PONS uses a normal bonding curve mechanism.
This excludes the snipers and bundles to an extend which is healthy.
LONG also routes a majority of fees collected from tokens directly into a vault that accumulates the underlying RWA. This vault is token-holder-governed meaning its up to the community what happens to the underlying RWAs.
PONS uses fees to buyback its native token.
To incentivize devs to launch on PONS they distribute a large amount of fees to the creator. On LONG you can launch normally and earn a slight percentage of the fee as creator or do it in community mode and route all fees to the vault.
The supply of LONG coins is shrinking by system because the vault mechanically burns supply from fee revenue. The supply on PONS coins is fixed.
Both launchpads have the option to launch tokens backed by RWAs. On PONS this pairing is a cosmetic because the token owns nothing. On LONG the tokens actually accumulate a share of the underlying RWA which creates vault NAV per token that acts as the floor.
LONG also grows the LP with the accumulated fees systematically. PONS doesn't.
These launchpads serve different purposes. PONS brought an old system to a new chain. LONG came up with a concept to make coins stronger with every trade that is made.
max retweeted
Where is Hyperliquid today?
Stepping out of the day to day, was thinking briefly on the past 3 months of Hyperliquid and how the perps / exchange / L1 / DeFi playing fields at large seem to have continued to shift drastically without much noise--a quiet winter of sea change for HL to capitalize on. Most will remember the timeline noise around the "end of HL dominance" in December 2025 pre-Lighter TGE, during Aster incentive waves. Now that that noise has faded and the market continues to quiet, we can assess where HL has emerged over the past 3 months:
If we add Hyperliquid's underlying OI today with the HIP-3 ecosystem OI on top, HL still tops the nearest perp DEX by ~$5bn OI today or about 3.5x. Hyperliquid's perps market share vs Binance sits at ~11.5%, down slightly from an all-time high of ~13% in early February. Still a ways to go and much more growth to be had.
There are now 22 builder code apps that have done over $100m in volume and 6 that have done over $1bn in volume, with Metamask and Rabby both likely to cross $1bn HL builder code volume as well either this month or next.
HIP-3 has now processed >$90bn in volume with 6 active HIP-3 perp deployers and 113 active markets. These markets (particularly the GOLD, SILVER, and OIL markets) have generated major attention (@business, @CNBC, etc.) over the past 3 months with the volatility across these assets that could be traded on Hyperliquid while tradfi exchange were closed. Cross margin for HIP-3 was enabled in February as well, which will hopefully allow deeper liquidity and more flows in the months to come from traders looking to take advantage of 24/7 markets.
HYPE has been an asset of stability in the wake of a bear market across crypto assets. In the past 3 months, SOL is down 34%, XRP is down 31%, ETH is down 32%, BTC is down 21%, and HYPE is down 1%. Real revenue (annualized now at ~$780m) and continued Assistance Fund buybacks (AF now holding over $1.27bn in burned HYPE supply) have certainly helped.
And as far as what's to come for HL at large, we now await the launch of outcome markets on Hyperliquid via HIP-4, the full rollout of Portfolio Margin (currently in pre-alpha phase), more stealth builder code apps coming online to bring HL to net new users globally, and regulatory work being done by @HyperliquidPC to expand HL's footprint in the US and beyond.
TLDR: It's been quite a past few months even with the relative quiet of a market where BTC is down 44% from ATH. But we carry on
Stats-wise:
>Total HL perps volume: $4.001tn
>Perps volume last 3 months: $209bn
>Perps market share vs CEXes: 5.4%
>Total OI: $5.78bn
>Total HIP-3 volume: $90.8bn
>HyperEVM TVL: $2.3bn
>Stables on HL: $4.5bn
max retweeted
🥊HEAVYWEIGHT BATTLE : $UNIT FDV 🥊
🔴In the Red Corner : Maxdawg @maxdothl
Stats : +57k PNL / 71 Bets / Mainly FDV trader
- Almost all of his current bets are on the NO side
- HL maxi so we can assume he has a good knowledge of the HL/HEVM eco
Position : 1k3$ on $UNIT FDV above 600M NO @50
🟢In the Green Corner : Imjustalarp
Stats : +67k PNL / 202 Bets / Mainly FDV trader
- Seems bullish on the HEVM eco with YES bets on felix/hyperlend/hyperbeat
- He bets NO on @BasedOneX tho (as he well damn should)
Positions : 1k250 on $UNIT FDV above 400M YES @67
900$ on $UNIT FDV above 200M YES @73
900$ on $UNIT FDV above 600M YES @50
150$ on $UNIT FDV above 1B YES @19
250$ on $UNIT FDV above 2BYES @27
Who you got ?
Track the battle here : polymarket.com/@imjustalarp polymarket.com/@maxdawg polymarket.com/event/unit-fd…
