BOBA/USDT OI 5min Up 7.05% $199K rose to $213K, Price -2.05%, New Shorts Entering
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BOBA/USDT 180s Down 5.31% $0.0194 dropped to $0.0184
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EBAY/USDT OI 5min Down 8.14% $193K dropped to $178K, Price -0.17%, Long Liquidation
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listing11h agolisting
Bithumb: Notice of Temporary Suspension of Deposits and Withdrawals for 2 NEO Network-Based Virtual Assets (From 6:00 PM on 07/31)
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Bithumb: Notice of Temporary Suspension of Deposits and Withdrawals for 2 NEO Network-Based Virtual Assets (From 6:00 PM on 07/31)
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meme19h agomeme
reply 3/ And now, RENDER is a supported payment method.
Generate with GPT Image 2, Nano Banana, Bytedance Seed3D, Kling, and 30+ other models, and pay in RENDER instead of a card.
http://otoy.studio/pricing
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twitter7/27meme
Morgan Spector will take on the role of Robert Langdon in an all-new series based on Dan Brown's "The Secret of Secrets"
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Twitter7/27news
Hedera Community Space #8
On Wednesday we're rewinding through $HBAR history.
Old infra vs new, the biggest moments of the last 5 years, and why Hedera's in one of its strongest spots yet.
@filhetu & @Mauii_MW on the mic.
Set your reminders🔔 https://x.com/i/spaces/1qxvvvylQPRxB?s=20
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quote: With all due respect to Washington's efforts to shape the policies of Iraq's new government, one reality remains unchanged: Iran maintains a deep and active presence inside Iraq, both directly and through its network of armed partners.
Recent reports suggest that the actors involved may not necessarily be the well-known groups such as Kataib Hezbollah or al-Nujaba. It is entirely plausible that some operations are being conducted by networks working directly under the guidance of IRGC officers inside Iraq, allowing Tehran greater deniability while preserving operational control.
At the same time, there is growing evidence of close coordination between the Houthis and Iraqi Shiite armed groups. It is therefore possible that Yemeni operatives based in Iraq also played a role in planning or facilitating recent attacks, including target selection.
The attack launched from Iraq toward Jordan reinforces a broader trend: Iraq has become one of Iran's most important platforms for projecting power through proxies beyond Iranian territory.
The picture that emerges is not of isolated actors, but of an increasingly coordinated network linking Iran, the Houthis, and Iraqi armed groups in pursuit of shared strategic objectives.
The Houthis show no sign of backing down. They appear determined to continue targeting Saudi energy infrastructure until Riyadh lifts the blockade they believe is being imposed against them.
In this context, attacks originating from both Yemen and Iraq could intensify, further increasing pressure on Saudi Arabia. Riyadh may soon face a difficult strategic choice: absorb continued attacks in the hope of avoiding a broader regional war, or respond militarily despite the risk of significant escalation.
From the Houthis' perspective, the calculus appears straightforward. They seem convinced they have little left to lose and are therefore unlikely to be deterred from continuing to strike strategic Saudi targets if they believe doing so advances their objectives.
#IranWar | BREAKING: Saudi Arabia says it intercepted a number of drones targeting oil facilities in the Eastern Province over the last few hours. Riyadh says the drones were launched by Iranian-backed militias from Iraqi territory.
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Top Overnight News
Iran will halt its own attacks as long as the United States does the same, a senior Iranian official told Reuters on Sunday. The development comes as the United States pressed pause on its bombing campaign after President Donald Trump's advisers told him they were running out of targets and expressed worries about depleting the U.S. arsenal. RTRS
A US appeals court refused the DOJ’s request to let federal officials move ahead with Trump’s mail-voting overhaul ahead of the November midterm elections. BBG
DeepSeek is said to have told prospective investors it’s pausing a fundraising round, after comments widely attributed to its founder about US-China AI competition went viral. BBG
CXMT jumped 466% in its Shanghai debut after the chipmaker raised $9.8 billion in its IPO, turning it into China’s largest onshore-listed company. BBG
The ECB will have to raise interest rates at least one more time to ensure that inflation risks don’t spin out of control, Governing Council member Peter Kazimir said. BBG
The Agriculture Department is lifting a more than yearlong ban on Mexican cattle imports, a move that could ease soaring beef prices. The U.S. plans to resume importing Mexican cattle at the port of entry in Douglas, Ariz., in 30 days and eventually open two additional ports of entry in New Mexico.
Big Companies Are Starting to Hire Again, Defying Predictions of AI Wipeout. After a year of holding back on new hires, companies from tech and transportation to defense now say they need more people to work alongside AI. WSJ
Employers fear labor shortage as many immigrants lose protected status. A recent Supreme Court ruling cleared the way for the Trump administration to end a humanitarian program that has allowed about 1 million immigrants to work illegally in the US. NYT
Nvidia is in talks to provide a guarantee of as much as $250 billion to help OpenAI lease computing from a data center project in Ohio, people familiar said. BBG
Mirroring the pre-election patterns in uncertainty, volatility, and investor flows, US equities have typically traded sideways in the few months ahead of midterms. US equity returns are generally modest during this part of the calendar year but have been weaker on average in midterm election years. During midterm election years of the past few decades, the S&P 500 has generated a median return of 0% from the start of August through Election Day. Returns have typically improved as uncertainty subsided post-election, with the S&P 500 returning a median of 6% in the subsequent 3 months. Goldman Research
Sources say Bipartisan Senate talks over funding federal agencies past the 30th September deadline are trending in the right direction: Punchbowl
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news7/27news
Black Rock Coffee Bar, Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - BRCB
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news7/27news
MEDIA-SoftBank’s $40 Billion Loan for OpenAI Stake Gets 21 New Lenders- Bloomberg News
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news7/27news
*SOFTBANK’S $40B LOAN FOR OPENAI STAKE GETS 21 NEW LENDERS
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Nvidia in talks to backstop $250B worth of OpenAI DC financing.
- Softbank’s SB energy develops 10 GW Ohio campus
- OpenAI signs long term lease
- $NVDA guarantees $250B in financing
- OpenAI discussing separate agreement to buy up to $350B in Nvidia chips.
Not quite sure if this circular financing is healthy long term, but given the massive size of AI infrastructure spending…
Feels like capex beneficiaries will be extremely happy.
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news7/26news
Nvidia $NVDA is reportedly in talks to provide a roughly $250 billion backstop for OpenAI as part of a massive data center project in southern Ohio
The site is a 10-gigawatt campus developed by SoftBank's energy subsidiary, 50 miles south of Columbus. Total project cost, including chips, could exceed $500 billion, reportedly the largest data center project ever announced.
OpenAI has no investment-grade credit rating, Nvidia backing would let the project's developer raise debt on far better terms than OpenAI could secure alone.
Nothing is finalized. Terms could still change - WSJ
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*NVIDIA IN TALKS TO PROVIDE $250 BILLION FINANCIAL BACKSTOP FOR OPENAI DATA CENTER IN OHIO, SOURCES SAY -- WSJ
*BACKSTOP IS PART OF OPENAI'S BID TO WORK WITH SOFTBANK ON WHAT COULD BE THE LARGEST DATA CENTER IN THE U.S., SOURCES SAY -- WSJ
*NVIDIA WOULD GUARANTEE FINANCING VEHICLES FOR DATA CENTER THAT COULD COST SOME $500 BILLION IN TOTAL, SOURCES SAY -- WSJ
$NVDA
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news7/26news
*NVIDIA IN TALKS TO PROVIDE $250 BILLION FINANCIAL BACKSTOP FOR OPENAI DATA CENTER IN OHIO, SOURCES SAY -- WSJ
*BACKSTOP IS PART OF OPENAI'S BID TO WORK WITH SOFTBANK ON WHAT COULD BE THE LARGEST DATA CENTER IN THE U.S., SOURCES SAY -- WSJ
*NVIDIA WOULD GUARANTEE FINANCING VEHICLES FOR DATA CENTER THAT COULD COST SOME $500 BILLION IN TOTAL, SOURCES SAY -- WSJ
$NVDA
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news7/26news
The entire tech industry (save for Anthropic) has come out in favor of open source AI.
So what happens next? Will Anthropic change its lobbying efforts? Not likely. Now the gaslighting begins:
“Nobody is trying to ban open source.”
“We just want to limit who can use it.”
“We just want to limit who can contribute to it.”
“We just want to limit how powerful those models can be.”
“We just want to make sure the guardrails (we lobbied for) can’t be removed.”
The net effect will be the same. They won’t stop until they kneecap open source. The rest of the industry needs to watch these guys like a hawk.
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news7/26news
Battle Test: A Runaway Bot vs. the Risk Engine
On Saturday afternoon, a trading bot malfunctioned and briefly became most of the market in HYPE and ZEC on Lighter. HYPE printed $60.96 and $56.31 within half a minute of each other while the rest of the world traded it near $58. It was a real battle test of the risk engine, at size, on mainnet.
TL;DR: Everything worked as expected. Prices recovered within a minute, there were no liquidations across the market, and the losses were limited to the account that caused them. Full breakdown below. All numbers come directly from exchange data and were verified using two separate methods.
The Bot
The account was funded with $500k (deposited two hours before its first trade on July 15) and spent ten quiet days as a small taker bot: 12,028 fills, median fill ~$54, $3.5M total volume, always the taker (zero maker fills), zero fees paid.
Then, at 4:14 PM on Saturday, its sizing logic broke.
Five Minutes of HYPE
In five minutes the bot round-tripped $27.0M of HYPE, 74.2% of the entire market's volume. It flipped its position from +13.1k to −51.9k to +100.2k to −74.2k HYPE, buying its own slippage on every flip. The price briefly moved between $56.31 and $60.96 before returning to normal within a minute after the activity stopped. Over the same period, HYPE on Hyperliquid stayed between $57.83 and $58.13.
The bot then moved to ZEC and repeated the same pattern with larger size, trading $220.8M in taker volume, or 86.7% of the market, from 4:29 to 7:39 PM. ZEC briefly jumped from $478 to $521 on Lighter, while trading between $479.9 and $486.0 on Hyperliquid. After that, it traded smaller sizes across a few other markets until 12:30 AM Sunday, when it stopped trading.
Risk System Response
No liquidations: During both bursts, there were no liquidation or ADL fills for the bot or any other trader. On an exchange that marks positions using the last traded price, moves like these could have liquidated other users. Lighter instead marks positions using a manipulation resistant fair price based on the median of the order book impact price, the index price with a capped EMA premium, and CEX mark prices, so short lived price spikes like these do not affect anyone's margin.
No runaway losses: When the bot's account value fell below its initial margin requirement, the risk engine stopped letting it grow its position: 801 market orders were rejected (order status "canceled-margin-not-allowed") against 1,002 filled on July 25 alone. Margin checks run in the same verifiable circuits as order matching and liquidations. They are enforced on every transaction, with no discretion involved, so a malfunctioning bot can only burn its own collateral.
Where the Money Went
The bot lost ~$226k on HYPE and ~$218k on ZEC in the bursts alone. By the time it went flat, $482k of its $500k was gone, leaving $18k, all of it the operator's own funds. Lighter charges standard accounts zero fees, so the exchange took nothing.
On the other side, LLP (Lighter liquidity pool), earned about $143k across the two bursts, and 40 independent accounts, none affiliated with the bot or the protocol, each made more than $1k by providing resting limit orders that were filled in strict price time priority. The largest winner earned about $38k across HYPE and ZEC. Frontend data also showed traders using the new Chase Limit order type at roughly twice the normal rate during the event. One trader used it through both bursts and finished among the top five winners with about $13.7k .
Why This Matters
Writing a trading bot has never been easier. Neither has losing six figures in minutes to one line of bad sizing logic. The market structure did its job here: prices self-healed in a minute, nobody got liquidated, and the losses stayed on the account that caused them.
If you're building a bot, build on rails designed for it: Lighter's official Python and Go SDKs (with runnable examples), the API docs, and lighter-agent-kit for AI-agent trading. All of it is open source and runs on an exchange with an independent audits. The audit reports, including Nethermind's, are available in Lighter's docs. Start small, keep your order sizes in check, and remember: the margin engine is your last line of defense, not your first.
Be careful with your trading software. Stay safe out there.
Methodology: Fills, orders, and hourly account snapshots from Lighter's databases; PnL computed two independent ways (trade flows + window-end marks vs. protocol oracle marks + funding), agreeing within 0.05% (HYPE) and 0.7% (ZEC); prices cross-checked against Hyperliquid's public API; Chase Limit usage from frontend telemetry matched to exchange fills; funding trail verified on-chain (Ethereum).
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1/3 At least 7 Saudi-flagged tankers in ballast (empty) have made their way from Asia to the Gulf of Aden, and Arabian Sea. These are the ones to watch amid the Houthi threat, which should not be underestimated. On Friday, July 24, a Saudi-flagged vessel "witnessed a splash from an unknown projectile in close proximity" to it, based on a JMIC report. The vessel and crew were reported safe.
In addition to these empty oil tankers ( not posting names) that will be watched to see how they will transit the Red Sea, at least one Saudi-flagged container ship has paused its voyage in the Gulf of Aden and has been off Salalah, Oman, for some days now. This vessel is linked to a Saudi maritime feeder and liner services.
Some tankers carrying Saudi crude have recently transited the Bab al-Mandeb (BaM) normally heading to Asia. The main targets for the Yemeni group are vessels linked to the Kingdom of Saudi Arabia.
#Shipping #OOTT #Houthis #RedSea