Joined January 2025
4 Photos and videos
ayt retweeted
If the socialists had their way, Elon would have had his paypal profits taken and redistributed for the greater good. The world would never have seen Tesla, nor SpaceX. And the world wouldn't know it, because they were uncreated, and thus unseen. Imagine the companies that don't exist, because Washington destroyed them before they were born.
421
2,533
15,233
313,947
Jun 12
To the moon
Wintermute executed its first single-name equity CFD today, with @SpaceX ($SPCX) as the underlying on its Nasdaq debut The trade extends CFD coverage from crypto and commodities into equities, with 24/7 pricing, including weekends → Full announcement: wintermute.com/insights/news…
1
73
ayt retweeted
I FIRED my financial advisor and replaced him with Claude. No, that's not clickbait - Claude is now my personal CFO, financial analyst, AND financial advisor all in one. It's the best thing I've done for my finances in years. This video will teach you how to build your own:
27
20
204
31,800
May 1
massive fomo - i did not long
Why wasn't anyone just max long in 1871?
2
4
268
ayt retweeted
Your Claude Code just got fluent in crypto. Today, we released Surf Skill. The command line that replaces 60 APIs. Compatible with any agentic environment. Try: npx skills add asksurf-ai/surf-skills
127
129
733
361,743
ayt retweeted
This is the story of Hyperliquid, the most profitable startup per employee on earth, told from a guarded office in Singapore. Last year, its team of 11 generated $900 million in profit. It's 3 years old, has never taken a dollar of venture capital, and is beginning to change how century-old markets work. Its founder, Jeffrey Yan (@chameleon_jeff), had never taken a physics class when he picked up a textbook at 16. Two years later, he won gold at the International Physics Olympiad. In 2019, he started trading with $10,000 from a living room in Puerto Rico—working off a television because he didn't own a monitor. Within 3 years, he was running one of the largest anonymous crypto trading firms. Then he shut it down. Yan was rich and free, but he had spent years inside crypto, watching it betray itself. Bitcoin's central premise was decentralization. Yet the biggest exchanges were centralized. Crypto kept reintroducing the dependence on trust it was built to eliminate. He set out to create what should have existed. Hyperliquid is a blockchain with a trading exchange on top, and anyone can build on it. Yan's vision is to house all of finance. In 3 years, it has done over $4 trillion in volume. And in the past few months, it has begun to outgrow crypto. Markets for oil, silver, and the S&P 500 now trade on Hyperliquid around the clock, weekends included, and are growing roughly 40% week on week. When the US and Israel bombed Iran on a Saturday in February, Hyperliquid was the venue traders turned to. Hyperliquid's success has cost Yan his freedom. He works out of a secret office in Singapore and cannot travel without two bodyguards. Even the team's housekeeper doesn't know what they do. In January, @domcooke spent a week at their office. Read his profile on Yan and @HyperliquidX below.
424
1,066
5,391
3,734,497
Apr 9
we want yield
Wintermute’s OTC desk saw crypto options volumes double in 2025, and for the first time, flow turned yield-driven The tooling to explore those strategies hasn't kept up The Yield Dashboard on NODE is our answer to that
1
5
258
Apr 3
Takeaway from EthCC is not that eth will be great again, but that if you don't use openclaw and you do not manage your own 10 ai agents , you are pretty far behind lol.
1
7
171
ayt retweeted
My self-sovereign / local / private / secure LLM setup, April 2026 vitalik.eth.limo/general/202…
695
668
5,107
1,330,209
ayt retweeted
Tokenized equities are being built right now, but which approaches are working, and what are the real learnings so far? We're getting into it next Tuesday in Cannes. Panelists: • @valgui1 - @krakenfx@annabelleacta - @DinariGlobal@maybe_ayt - @wintermute_t Moderator: • @arush - @AlpacaHQ
3
3
18
4,429
ayt retweeted
Bill Ackman literally gave a 44-minute masterclass that explains money better than any business school:
34
457
2,510
408,887
ayt retweeted
Charlie Munger’s 1998 Harvard speech is the ultimate cheat code for life. He compressed 74 years of billionaire wisdom into just 30 minutes. Most people spend 4 years in college and learn less than what’s in this video. Save this video, you will come back to this.
58
2,086
6,913
765,625
ayt retweeted

183
221
1,732
494,393
ayt retweeted
Replying to @andyyy
62 * 0.02 is not 1.4...
5
2
97
8,544
ayt retweeted
This 40 minute lecture from Peter Thiel at Stanford will teach you more about business competition than a 2 year MBA program
380
6,925
34,112
3,458,882
ayt retweeted
Guinness with John & Dwarkesh 🍺
Please enjoy this Cheeky Pint / @dwarkesh_sp crossover with @elonmusk. Dwarkesh was most interested in how Elon is going to make space datacenters work. I was most interested in Elon's method for attacking hard technical problems, and why it hasn’t been replicated as much as you might expect. But we got into plenty of topics in this three-hour session. 00:00:23 Space GPUs 00:35:39 Alignment 00:58:48 xAI 01:15:01 Optimus 01:28:03 China 01:40:46 Management 02:16:38 DOGE 02:34:58 Space GPUs redux
3,247
6,344
48,207
18,682,660
ayt retweeted
Jan 31
I have been a Hyperliquid User since December 2023 and I’ve always wanted to give something back to the team and especially @chameleon_jeff. He built something so incredible and exciting that I’ll be telling my grandkids about it! Here is my 59-page research paper about Hyperliquid and why it will become 'The Blockchain to House all Finance'. Since the file is too large to upload directly, I’m sharing the Google Drive link. The attached images show the Table of Contents. big thank you to @HyperliquidX and @chameleon_jeff also thanks to @mlmabc for his insane fast research! (drive.google.com/file/d/18ke…)
114
210
1,505
186,881
Jan 13
If you were here in 2025, you probably noticed altcoins struggled despite capital inflows. The reason? ETFs and DATs concentrated liquidity at the top. Distribution mattered more than size. Insights from our digital asset OTC markets 2025
Liquidity came into crypto in 2025, but where did it go? Using Wintermute’s proprietary OTC flow, our Digital asset OTC markets 2025 report shows where capital actually went and why market structure fundamentally changed Read on for our key findings ↓
3
251