UnHedgedChatter✓

@UnHedgedChatter

Observations and conjecture about professional speculators, public equities and transformative ideas. Not investment advice. Sources protected.

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  1. UnHedgedChatter✓@UnHedgedChatter
    “If you don’t know who you are, this is an expensive place to find out.” - Adam Smith, The Money Game
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  2. UnHedgedChatter✓@UnHedgedChatter
    We are born alone; we die alone; and, we face drawdowns alone.
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  3. UnHedgedChatter✓@UnHedgedChatter
    👀 $ICE hyperliquid:native
    trade.xyz @tradexyz
    trade[XYZ] and ICE, owner of the New York Stock Exchange, are joining forces to bring 24/7 perpetual futures on Hyperliquid to the United States. In just over a year, our markets on Hyperliquid have surpassed $650 billion in volume. They provide continuous price discovery for stocks, indices, and commodities, and have become trusted reference points for retail and institutions alike when traditional markets are closed. Much of the world trades them. Until now, Americans could only watch. We intend to change that. Subject to CFTC approval, trade[XYZ] and ICE plan to establish a new, dedicated U.S. market, with novel exchange and clearing infrastructure built on Hyperliquid. Planned contracts span equities, indices, commodities, FX, and crypto, with access through participating brokers and platforms. We’ll share more on products, eligibility, and timing as approvals progress. ICE brings more than 25 years of experience operating regulated markets, clearing, and managing risk. trade[XYZ] brings the product development, market design, and technology behind the most liquid and robust markets on Hyperliquid. Innovation and the protections of U.S. regulation shouldn’t be a trade-off. Together, we plan to prove it. ICE is making a strategic investment in trade[XYZ] and joins us in building towards the future of Hyperliquid. A small group of market luminaries is joining as well, beginning with Stan Druckenmiller. For more than four decades, few investors have anticipated the great turns in markets as often as Stan. We’re proud to have him with us for the next one. We’re building the U.S. market in parallel with our existing HIP-3 markets, which we’ll continue to expand and innovate on. We expect both to flourish. They each have a long road map ahead, from new asset classes to new ways to trade them. To the Hyperliquid community, whether you were here before us or came because of us, thank you. You took a chance on new markets and you made them matter. You’ll forever be a part of this story. Anything. Anytime. On ICE[XYZ].
    1011K
  4. trade.xyz@tradexyz
    trade[XYZ] and ICE, owner of the New York Stock Exchange, are joining forces to bring 24/7 perpetual futures on Hyperliquid to the United States. In just over a year, our markets on Hyperliquid have surpassed $650 billion in volume. They provide continuous price discovery for stocks, indices, and commodities, and have become trusted reference points for retail and institutions alike when traditional markets are closed. Much of the world trades them. Until now, Americans could only watch. We intend to change that. Subject to CFTC approval, trade[XYZ] and ICE plan to establish a new, dedicated U.S. market, with novel exchange and clearing infrastructure built on Hyperliquid. Planned contracts span equities, indices, commodities, FX, and crypto, with access through participating brokers and platforms. We’ll share more on products, eligibility, and timing as approvals progress. ICE brings more than 25 years of experience operating regulated markets, clearing, and managing risk. trade[XYZ] brings the product development, market design, and technology behind the most liquid and robust markets on Hyperliquid. Innovation and the protections of U.S. regulation shouldn’t be a trade-off. Together, we plan to prove it. ICE is making a strategic investment in trade[XYZ] and joins us in building towards the future of Hyperliquid. A small group of market luminaries is joining as well, beginning with Stan Druckenmiller. For more than four decades, few investors have anticipated the great turns in markets as often as Stan. We’re proud to have him with us for the next one. We’re building the U.S. market in parallel with our existing HIP-3 markets, which we’ll continue to expand and innovate on. We expect both to flourish. They each have a long road map ahead, from new asset classes to new ways to trade them. To the Hyperliquid community, whether you were here before us or came because of us, thank you. You took a chance on new markets and you made them matter. You’ll forever be a part of this story. Anything. Anytime. On ICE[XYZ].
    6089885.7K1.2M
  5. UnHedgedChatter✓@UnHedgedChatter
    Posts @UnHedgedChatter
    < taps mic >
    Stan Druckenmiller @standuquesne
    I am excited to be an investor in trade(xyz) as they partner with ICE to bring 24/7 perpetual futures on Hyperliquid to the United States. As a market participant, I am looking forward to to using their innovative product to enhance my investment process.
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  6. Stan Druckenmiller✓@standuquesne
    I am excited to be an investor in trade(xyz) as they partner with ICE to bring 24/7 perpetual futures on Hyperliquid to the United States. As a market participant, I am looking forward to to using their innovative product to enhance my investment process.
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  7. UnHedgedChatter✓@UnHedgedChatter
    NYT: Its Investors Say Kalshi Is Worth $40 Billion. Is an I.P.O. Next? [Convergence, tokens, etc.]
    Download
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  8. UnHedgedChatter✓@UnHedgedChatter
    👀
    CCIR @CCIR_IO
    Summarized responses to the CFTC public comments here:
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  9. CCIR✓@CCIR_IO
    Summarized responses to the CFTC public comments here:
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  10. UnHedgedChatter✓@UnHedgedChatter
    There are many frontiers. $GOOG $GOOGL
    Google DeepMind @GoogleDeepMind
    This is Genie 4, our most realistic and interactive world model yet. 🌐 Explore dynamic environments in real time to see how the scene responds, sounds, and how the people in it move, react, and speak.
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  11. Google DeepMind@GoogleDeepMind
    This is Genie 4, our most realistic and interactive world model yet. 🌐 Explore dynamic environments in real time to see how the scene responds, sounds, and how the people in it move, react, and speak.
    Download
    9652.6K23.7K3.4M
  12. UnHedgedChatter✓@UnHedgedChatter
    Posts @UnHedgedChatter
    There are many frontiers. $GOOG
    koray kavukcuoglu @koraykv
    Just two weeks after rolling out Gemini 4 Argon, excited to share a preview of Gemini 4 Carbon - our next frontier model. It has state-of-the-art long horizon coding capabilities driving SOTA performance across the cybersecurity defense lifecycle including detection, validation, and remediation. It also ranks #1 overall on the recently updated v5.0 of Artificial Analysis Intelligence Index at 59. We're starting by rolling out to a subset of cyber defenders through our Fairwind Program this week and soon expanding access further. Read more at:
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  13. koray kavukcuoglu✓@koraykv
    Just two weeks after rolling out Gemini 4 Argon, excited to share a preview of Gemini 4 Carbon - our next frontier model. It has state-of-the-art long horizon coding capabilities driving SOTA performance across the cybersecurity defense lifecycle including detection, validation, and remediation. It also ranks #1 overall on the recently updated v5.0 of Artificial Analysis Intelligence Index at 59. We're starting by rolling out to a subset of cyber defenders through our Fairwind Program this week and soon expanding access further. Read more at:
    Download
    881231.3K160K
  14. UnHedgedChatter✓@UnHedgedChatter
    Download
    Gavin Baker @GavinSBaker
    Come to @TomorrowXSummit in Austin November 17-18. We have Jensen Huang, Lisa Su, Lip-Bu Tan, Marc Rowan, David Solomon, Jon Grey and so many more great speakers - I think we are approaching 100 CEOs across three stages at this point. I get emails every day asking for an invitation - this is your invitation! Anyone can sign up but note there will be a security screening and super-tight security at the stadium.
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  15. Gavin Baker✓@GavinSBaker
    Come to @TomorrowXSummit in Austin November 17-18. We have Jensen Huang, Lisa Su, Lip-Bu Tan, Marc Rowan, David Solomon, Jon Grey and so many more great speakers - I think we are approaching 100 CEOs across three stages at this point. I get emails every day asking for an invitation - this is your invitation! Anyone can sign up but note there will be a security screening and super-tight security at the stadium.
    Download
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  16. UnHedgedChatter✓@UnHedgedChatter
    Bill Ackman: Is Permanent Capital an Investor’s Biggest Edge? (In Good Company - Norges Bank Investment Management: Oct 28, 2026) $PS $HHH
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  17. UnHedgedChatter✓@UnHedgedChatter
    WSJ: Janus Launches First Tokenized Fund Licensing the Nasdaq-100 Index [Convergence, tokens, etc.] $NDAQ $QQQ
    Download
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  18. UnHedgedChatter✓@UnHedgedChatter
    Berkshire Hathaway should subscribe to Meta's offering. $META $BRK.A
    Download
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  19. UnHedgedChatter✓@UnHedgedChatter
    👀
    Meltem Demirors @Melt_Dem
    there are multiple investment firms and trading firms offering smaller neoclouds short term GPU loans on restrictive terms hoping to pick up cheap GPUs reminds me of the Bitcoin ASIC backed lending boom - the implosion of that market is how Galaxy got its Helios site
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  20. Meltem Demirors✓@Melt_Dem
    there are multiple investment firms and trading firms offering smaller neoclouds short term GPU loans on restrictive terms hoping to pick up cheap GPUs reminds me of the Bitcoin ASIC backed lending boom - the implosion of that market is how Galaxy got its Helios site
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  21. UnHedgedChatter✓@UnHedgedChatter
    Posts @UnHedgedChatter
    FT: SpaceX and Tesla boards are exploring potential merger
    Download
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  22. UnHedgedChatter✓@UnHedgedChatter
    Posts @UnHedgedChatter
    Link to Anthropic's S-1 filing. 🙈 $ANT
    Download
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  23. UnHedgedChatter✓@UnHedgedChatter
    UnHedgedChatter
    RT @drwconvexity: GPU prices higher and token prices lower means the crunch is compressing. That means lower profit margins on the GPU rental to token production leg of the trade. Of course the profit margin on buying GPUs and renting them out is higher than ever (not exactly an indication of a slowdown in inference demand).
    Silicon Data @silicondata
    The crunch spread* continues to widen. *credit: @drwconvexity possibly pending copyright 😂
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  24. UnHedgedChatter✓@UnHedgedChatter
    Eric Schmidt: Are We Ready for Superintelligence? (In Good Company - Norges Bank Investment Management: Oct 21, 2026)
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  25. UnHedgedChatter✓@UnHedgedChatter
    This is the new tank turn demo... IYKYK
    Tesla @Tesla
    Do a kickflip!
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  26. Tesla✓@Tesla
    Do a kickflip!
    Download
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  27. UnHedgedChatter✓@UnHedgedChatter
    The r/SecurityAnalysis repository for Q3 2026 Letters and Reports is live. 🙏 to everyone that contributes.
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  28. UnHedgedChatter✓@UnHedgedChatter
    Posts @UnHedgedChatter
    Source. [Does the algo still penalize external links?]
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  29. UnHedgedChatter✓@UnHedgedChatter
    Posts @UnHedgedChatter
    Source PDF. $MELI
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