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You should know that Hyperliquid just launched HIP-4 on the mainnet last week. Some dubbed it as the Polymarket killer, but it's more than that. Let's check the early figures for the first week so far (credit to Loris and Memento Research ): → $10.41M total trading volume →...

10,810 views • 2 months ago •via X (Twitter)

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HL Eco

88,118 views • 1 month ago

Long time listener, first time caller - I’m thrilled to share that I’ve joined Kalshi to build out the Product function! Prediction markets are incredibly powerful primitives that are just starting to be explored, much like how crypto was 10 years ago. Anyone can make a market for the outcome of an event, creating a much more balanced and reliable source of information than traditional news or polls. Kalshi is an unstoppable force. It single-handedly created the US prediction market category through sheer willpower and relentless regulatory effort (just google "Kalshi sues CFTC"). It’s a better source of truth for the presidential election than traditional polls, it pioneered "mention markets," created a platform for anyone to earn on their knowledge, and has set the pace of innovation in financial markets over the last few years. I can’t think of two better people to lead the way than Tarek Mansour and Luana Lopes Lara. As soon as I met them I knew they had what it took to build a generational company and that I wanted to build it with them. My mission here is to lead and scale our Product function, helping us build the next generation of trading products and markets to make this vision a reality. Everybody is an expert on something, and Kalshi is the definitive platform to trade on that knowledge. The markets agree - this week alone, we deepened our partnership with Solana on Monday, announced our Series E raise from Paradigm, Sequoia Capital, a16z and more on Tuesday, launched our partnership with CNN to reshape the future of news Wednesday, and announced our partnership with CNBC Thursday. And this is just a normal week for us. To use my favorite Coinbase phrase - it's still day 1. P.S. We are hiring. If you are interested in building what has the potential to be the most important consumer opportunity of our times, message me.

Catherine Sullivan

68,837 views • 7 months ago

In 2025 I created an Arbitrage Bot for Kalshi Polymarket Opinion The results were actually quite surprising I will share how much I've been able to make using the bot at the end of the thread! But first, how does it even work? 1. The Strategy A lot of the viral trading bots on X for Prediction Markets are trying to trade just within Polymarket, mostly on highly volatile markets. Buying quickly / selling quickly, this works great if you’re a VC with an infinite budget for development and the fastest infrastructure positioned right next to Polymarkets servers, but doesn't work great for regular traders. I knew building a bot here is like trying to out sprint Usain Bolt wearing flip flops So instead if i wanted to make a bot it would have to be doing something I haven't seen anyone else do So after engaging 100% of my brain I remembered how I'd seen many of the same markets when browsing Kalshi that I'd previously seen on Polymarket. If the odds were different I'd actually be able to arbitrage the two platforms. After checking 20 or so pairs I found a few examples where the odds were different, proving my theory. So i started building 2. The Bot I began crafting an algorithm that collects all the Polymarket, Kalshi & Opinion markets and identifies any that are the same. In total that's over 6,000,000 markets, billions of potential combinations, from that i found around 6,000 that match. A lot of markets have the same title, but slight differences in the rules that means an arbitrage is not possible. For example ‘Will Trump meet XYZ person before ABC date’ - many of these exist between Poly Kalshi but Kalshi defines ‘meeting’ as online, or in real life, whilst Polymarket defines it strictly as in real life. To verify the matches I first used an algorithm that sees if the titles / rules are similar, then I feed every one of those potential pairs into an LLM that is prompted to approve / reject the potential match. This part sounds like it should be easy, but the LLMs were all so inconsistent. I’d pass the same market 10 times and it would reject it twice and approve it eight times. After a lot of prompt engineering I finally got it to a stage where it's at least 99% accurate. The bot then recreates locally all the orderbooks for the matched markets and looks for any pairs with YES + NO values of < $1 & calculate how much you can profitably buy of each side ( your EV ) 3. An Example ‘SpaceX IPO Closing Market Cap? 900B to 1T' This market exists on both Poly & Opinion, but right now the odds are different. YES / NO 4% / 97% - Polymarket 10% / 92% - Opinion Lets say you told the bot you wanted to trade $100 You’d split it $3.85 into Polymarket YES for 104.743 Shares $96.15 into Opinion NO for 104.743 Shares You spent $100, and you got 104.7 shares of each side And because 1 YES + 1 NO = $1 ( when the markets are identical ) Your expected profit is $4.7, because: value ( 104.7 shares * $1 ) - cost ( $100 ) = profit ( 4.7 Shares / $4.7 ) Then once the odds rebalance, usually a few days to a week, you can sell both sides and use the principal + the profit to take another arbitrage $100 isn't much, but imagine if you did $1000, or $10,000 every few days. Since creating the bot it has been finding around $350,000 in arbitrages from over 5,000 matching market pairs every month. That's more than I could ever take my self Assuming an average of 4% per arb (often more), It would take over $8,750,000 deployed to capture them all simultaneously That's why I initially shared the bot with some sharp sportsbook bettors for commission on their trades, eventually making it a public version that's on AlertPilot for anyone to use. 4. The Longevity Will this work forever? No, eventually a VC will come and eat our free lunch, it will become more competitive and the spreads wont be as high as they are now (+10% at times). My mantra here is just to make the most of it whilst I can, and release consistent updates so that it remains competitive against the competition. I already have a head start in that regard. I will say over the last 3 months of using the bot myself, plus adding traders / syndicates to the platform to trade as well, the amount of Arbitrages found has only increased. In large part no doubt to the huge increase in volume on PM’s, especially Opinion where many of the more profitable arbitrages have been. 5. The Profit So how much did I make? I started with a bankroll of $1,000 as I was skeptical initially how well the bot would work, first week I was able to close two 5% arbs. I then increased my bank roll and started sharing the bot with other traders. Since then I've been averaging five figures every month from my own trades + commissions. Anywhere between 12% to 20% per month in closed arbs, personally. To anyone reading this that wants to arbitraging these markets, i've released a version of the bot on AlertPilot! And for any VCs or betting syndicate that wants to trade these markets, my DMs are open. Aspiring trading bot makers, there is money out there if you can be creative in your strategies Have lots of plans for AlertPilot + the Arbitrage bot going into 2026. Happy new year everybody!

SecureZero is Hiring 

13,638 views • 6 months ago

CHINESE ENGINEERS JUST WROTE CLAUDE SCRIPT AND TURNED $6.02 INTO $3.3 MILLION ON POLYMARKET Nobody tells you about them and you still think this is a person placing bets manually I guess. Let me disappoint you, this is a fully automated script built by Chinese engineers 100%. This is true. They called it PHANTOM X. It runs completely through Claude. Their account here: Result: $6.02 -> $3,354,000. Win rate 71%. Biggest win: $179,000 (single bet). I’m copying their trades here: (Just added their wallet to TG bot 0xee613b3fc183ee44f9da9c05f53e2da107e3debf, it's so easy) How the bot works: -> It simultaneously tracks thousands of sports markets on Polymarket and Kalshi. -> Finds discrepancies between the platforms. -> Enters positions faster than any human could imo. Just three strategies in one: -- Pairs Trading: the bot sees YES on the Rockets at $0.62 while NO is at $0.41. Total = $1.03 instead of $1.00. That’s a 3% risk-free profit. It enters automatically within milliseconds. -- Sentiment AI: scans Twitter (X) and news in real time. If something big breaks, it recalculates the probability in 2 seconds before the market reacts. -- Calendar + Volatility: 15–20 minutes before the game, volatility spikes. The bot takes positions early and closes after the first major move. Why sports is perfect? Sports O/U markets have clear paired contracts that should total exactly $1.00, but constant deviations create reliable arbitrage. This is exactly how [sovereign2013] built $3.35M. > A human physically cannot monitor 50+ markets at once, react in milliseconds, stay awake 24/7, avoid emotions after losses, and run Z-scores on 60 bars of data. > The bot does all of this in parallel without breaks. Manual trading is dying. The automation era has arrived. Start learning Claude now. If you’re interested in writing your own bot on Polymarket: Comment the word "BOT" Like and repost this post Follow me (so I can message you easly) And within 24 hours I will send you a full manual on how to build a bot that can earn $2,900+/month. Also SAVE this info and article.

slash1s

16,078 views • 3 months ago

How To Trade Hard Penny Markets: "What you can do is trade the setups but sell them more aggressively. That's one way to adapt to harder markets. You can decrease your size, trade less, sell more aggressively, there's many ways of doing things. I personally prefer to just sit back and chill, wait for the easy money. I've traded hard penny markets so many times, it just ends up in frustration. Like a good market...like you're not supposed to work hard, like trading shouldn't be hard, you shouldn't be sitting there and you know, working your ass off, making trades all the time and....you should only trade a certain setup when the conditions are good for that setup. That's something I've realized over the years, I've traded so many of these choppy difficult markets and even if you make some money it was barely worth it because in a good market you will make more money in a few days than you would make in a few months in a hard penny market, so you may as well take a step back, chill, relax, you can do you some trades here and there but don't just constantly look for trades. A good setup, a good trade should be obvious, you're looking at it and you're like wow, that's an insane setup. that's how its supposed to be, you shouldn't be looking with a microscope or a telescope or whatever for trades, they should be kind of obvious, they should be screaming in your face... Now obviously it takes a lot of experience to get to that point, to know which is which. And unfortunately you will have to suffer for a few years before you get to that point, for me it took a lot of years, too many years." – Kristjan Kullamägi 🇺🇦 Full rant here: (well worth watching)

Charlie M

12,873 views • 7 months ago

Inside the mind of an ex-SIG quant trader who can't turn off the EV brain - even for his kid's school choice Andrew Courtney (Andrew Courtney) ran the International ETFs Trading Desk at Susquehanna International Group for ~15 years before leaving in 2023. He now runs Kalshionomics (Kalshinomics), a prediction markets analytics tool, and writes the Whirligig Bear, one of the sharpest prediction markets Substacks out there. "I think of everything as a bet. I kind of don't understand how you talk to normal people — they do not do that." SIG trains their junior traders with poker, spending 2hrs/day turning over cards after every hand, justifying every decision quantitatively AND qualitatively. 15 years later, Andrew views prediction markets the same way: read who's on the other side, size accordingly, fold when the whale comes back at you 10x. We cover: - Why SIG pays junior traders to play poker for 2hrs/day — & what happens after every single hand - The "one eye on the market, always" attention tax that destroys most people's careers - How to find edge in prediction markets by asking: who am I actually trading against? - Why meme-heavy, overhyped markets (Taylor Swift at the Super Bowl) might be the juiciest trades - The insider trading debate in prediction markets — & why it's "socially corrosive" - Floor trading vs. upstairs quant: why the transition saved his career - 40 connections after ~15 years at one of the world's best firms — the hidden cost of prop trading - Why he doesn't have collision insurance on his car (& the EV math behind it) Thank you so much Andrew Courtney for coming on the pod! Timestamps: 00:00 Intro 05:00 Floor trading vs. electronic trading 06:28 What makes an upstairs trader 10:16 Poker as trader training 13:00 Thinking in bets as a mental framework 15:11 Decision trees in real life 16:40 Where prediction markets actually have edge 19:00 Why the LLM forecasting layer falls short 19:40 Liquidity incentives and trading low-volume markets 22:00 Limiting downside even when the model is wrong 24:32 Executing in illiquid markets 25:44 Fair value vs. directional conviction 27:11 Bayesian updating when liquidity responds 28:40 Fading hype and crowded narratives 31:07 Longshot bias vs. fanbase bias 34:20 How to judge whether you really have edge 36:40 Building analytics tools for prediction markets 38:20 The temporary edge for smart amateurs 40:35 Where prediction markets fit best 41:20 Markets that shouldn’t exist 43:20 Why insider trading corrodes incentives 46:52 Are prediction markets a net good or bad 50:47 Minimizing degeneracy and maximizing signal 53:32 A simple EV mindset anyone can use

Ethan Kho

436,074 views • 5 months ago

"Base is fast enough, right? You scale it up 10x and who cares?" Everyone. Everyone should care, because there is objectively not enough blockspace. Lets back it up with numbers because anyone with this mindset is net-bearish our entire industry. --------------- First: → Base TPS oscillates around 200. Decent. Second: → Lets 10x that. 2,000 TPS. Cool. --------------- Now, lets compare that against the field and extrapolate some things. Industry Utilization Comparisons → Solana (~1.1k TPS) → Hyperliquid (~10k TPS) → Lighter (~4k TPS) Think about that for a second. Hyperliquid: → Is a subset of a subset of finance. Select perps on crypto-only assets (I know, I know HIP-3). Solana: → Launchpads, general trading, a few DePIN projects Lighter: → Again, a subset of a subset of trading. --------------- Now think about the ambitions of this industry. We want to include: - All the assets on all markets (Stock market, Bond market, Commodity market, Forex market. etc) - All the people trading on these markets - All the assets that don't even have markets yet. Now try to combine these into a singular (or few) state environments, which is the user demand trend of recent years (IBRL eco vs modular eco), and throw on novel creations alongside the meme, gambol, DePIN and collectable verticals and you see how quickly needs grow beyond not just current blockspace demand but current blockspace capacity. We are literally so far away from what could be perceived as enough block space that no one properly looking at this industry can or should make those claims. Haseeb >|< has made this point on a few occasions to the defense of new chains and he's right—the march of technology and scale will not (and should not) stop, because the demand for blockspace is exponentials from here. We're woefully prepared for what's to come and only chains thinking on the scales of tens-to-hundreds of thousands of TPS will win.

bread.mega

40,982 views • 8 months ago

Attention to All Pioneers:⚠️⚠️⚠️ We would like to inform you that the Pi Network is now open. Consequently, the previous enclosed mainnet agreements are no longer applicable to the current circumstances. It is permissible to exchange Pi freely for fiat currency or other cryptocurrencies and buy Pi with Fiat. Furthermore, five exchange markets have been approved by CT following the Know Your Business (KYB) . If CT were to confiscate the wallets of Pioneers when they engage with these exchange markets, it raises questions about the rationale behind such actions and the underlying objectives of CT. Million of Pioneers have already participated in these exchanges, and their wallets remain secure. I encourage everyone to consider the implications of this situation thoughtfully. Be aware that certain individuals may attempt to mislead Pioneers. Their intentions are readily apparent. When Pioneers are encouraged to engage in trading on the exchange markets, those dealers who buy and sell at lower prices may deplete their available Pi. These individuals or groups seek to undermine GCV, yet their objectives will not be realized. They propagate misinformation with the aim of dissuading Pioneers from buying in the exchange markets, attempting to impact the success of GCV negatively. The Securities and Exchange Commission (SEC) stipulates that cryptocurrency prices must derive from exchange markets rather than internally from CT, as this could lead to legal complications. Thus, it is imperative that Pioneers take an active role in safeguarding the Pi Network and GCV. CT can only execute GCV once the price stabilizes in the exchange market; otherwise, the ecosystem cannot function effectively. I have shared a video from a Chinese analyst indicating that approximately 90% of Pi sales are conducted by dealers, rather than Pioneers, who sell 0.1, 0.2, 0.3 etc Pi due to their limited supply as the number of buyers increases. The price is steadily rising, and once the low price available Pi is depleted, we can anticipate significant success on the exchange concerning GCV. I urge all Pioneers to sell at GCV $314,159 and to purchase as desired. Please ensure you transfer your Pi to your respective wallets and only retain 1-3 Pi within the exchange markets to prevent any market manipulation. If all Pioneers unite, we can achieve our goals expeditiously. It is safe to transfer your Pi back to your wallet, as many individuals have successfully done so previously. My American Pioneer team acquired over 10,000 Pi at $0.8 each, resulting in substantial profits. Therefore, if you have the means, I encourage you to make purchases for your benefit and for the advancement of the Pi Network. Please disregard rumors and misleading information. Pi wallets are decentralized, and CT is unlikely to confiscate Pi due to your trading activities. Additionally, government actions are unlikely to target your wallets. Happy mining and happy buying and we are almost there for GCV implementation. Doris Yin 🪷🪷🪷

Doris Yin 东方紫莲🪷

55,506 views • 1 year ago

A top 0.02% trader tells how he tracks secret whale wallets on Polymarket Euan have been trading Polymarket for just over a year now and he have turned $15k -> $370k. A lot of his edge recently has been in sort of doing deep research into potential insiders. People that loaded big money into one market either insiders or really stupid ones. You need to learn how to understand this difference by studying more and more markets and the traders in them. 1. A thing you have to really be care of Sometimes fading insiders does work but you don't want to be betting against an insider. You should always look into your counterparties essentially because sometimes they're dumb, but sometimes they're not as dumb as you might think. Make sure you’re not missing something 2. Story about the MicroStrategy insider There was one guy who was betting that there wouldn't be over a 1k BTC purchased by MicroStrategy. Euan believes that there was 3 or 4 accounts insider had. Insider bet about $700k and held about 1.5M shares. This guy previously beat the insiders in the other markets turning 10¢ bet into a winner and made $200k-$300k. 3. What you can do to find an insider? You can look at do they have transactions with gambling sites like Rubet or Stake. Have they got other accounts linked to them, have they bet on this market before or similar ones and done really well. It's all onchain, you can even find their X and see if they've got connections to a company. 4. Always check your counterparty As the site gets bigger, there's going to be more insiders, and you need to be more careful about betting size against strange accounts. If there's a ton of fresh accounts, that's very suspicious. But 90% of markets will not have insiders, so don't worry about it. 5. Advice for net new to prediction markets if someone's going to make a mistake and you look for it and you anticipate it and you get the buy on the other side their trade. That's a really smart thing to do. If you start small, make sure you have an edge first and the redeposit more if think you know what you're doing. Big shoutout to Easy for the great interview, i did a short recap and tried to highlight the most interesting moments. Watch the full version on his yt channel.

Alekzz

13,175 views • 6 months ago

When I was 8 years old, growing up in Taipei, I called my aunt in San Francisco and asked: What is the best science and technology school in the world? She said MIT. I went on the internet, found it, and decided that was where I was going. All because of a Steven Spielberg movie about a little robot boy who wanted to find his mom. I grew up as an only child. What stayed with me from that movie was not just the technology. It was the possibility that one day, an artificial companion could understand how I felt. That was the first time I remember being moved by a technology that could change how humans experience reality. Years later, I did get to MIT. I studied AI before it became obvious. I became a machine learning engineer, built my first company, joined a $3.5B VC fund, left to build again, failed, started again, moved to New York alone, and built through one of the hardest crypto markets as a solo founder after the collapse of FTX. I kept going because I have always been drawn to technologies that change how humans understand the world. AI was the first version of that. Crypto and prediction markets are the next. I believe the future I am building toward is inevitable. The only question is whether I get to be one of the people who helps realize it. That future is a world where markets become information-first. The old model of trading was asset-first. It rewarded people with capital, financial education, institutional access, and better tools. But the next generation of markets will be shaped by information flow, narrative, attention, politics, culture, sentiment, and collective belief. Prediction markets make this shift obvious. They are one of the first asset classes where the value is informational, not purely financial in the traditional sense. Your edge does not have to come from technical analysis or a traditional finance background. Your edge can come from knowing something before it becomes consensus. From seeing reality shift before the market prices it in. Someone with firsthand knowledge of an unfolding event can have more alpha than an institution with a much bigger balance sheet. They turn belief into price. But price alone is not enough. Polymarket shows what the market thinks will happen. ARES is built to understand why the market is changing. We are building an information-first trading platform for prediction markets and other narrative-driven assets. One that does not just show traders what is moving, but helps them understand why odds are shifting, why narratives are forming, and why the future is moving in a certain direction. But the bigger vision is not just a better trading terminal. We want to turn every trade into an information object. Every position can become a piece of content. Every market view can become a signal. Every trader can build a reputation around conviction and accuracy. Most feeds rank information by engagement. Who got the most likes. Who already has the biggest audience. Markets allow us to rank information differently. How much are you willing to stake on what you believe? How often have you been right? That creates a fundamentally different kind of media feed. One powered by conviction, track record, and market incentives. One that becomes harder to fake. One that can help people understand not just what the market thinks will happen, but why reality is changing. I also believe prediction markets are one of the few markets where humans can still have a real edge over AI. AI knows what is already on the internet. But humans experience reality before it becomes data. We see things before they become headlines. We hear things before they become reports. We feel shifts before they become consensus. If those signals can be priced, organized, and made legible, then more people can gain access to financial opportunity, information agency, and power. That is what Ares is building toward. I spent years watching founders from the VC side of the table, always thinking: I wish that was me. Now it is. I talked about this journey and the thesis behind Ares in my conversation with Dmitry on Predict Time If you are building, trading, investing, or thinking deeply about prediction markets and information markets, I would love for you to watch it. And if you want to collaborate on what we are building, contribute to the vision, or join the team, we are always open to exceptional people across functions. DMs are open.

Morgan Lai

302,663 views • 2 months ago