Coinversa (@coinversaa) / X

Coinversa

191 posts

Coinversa

@coinversaa

Infrastructure for onchain Trading MCP/API live for developers & AI agents coinversa.ai/developers 📈

Joined May 2025

Pinned
Coinversa
@coinversaa
May 30
"On-chain transparency" is mostly a myth. Every fill on @HyperliquidX is public. Almost none of it is legible. So we rebuilt every position — 41.2M of them — from raw on-chain fills, reconciled to the cent. What actually happened to the people trading 🧵
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Coinversa
@coinversaa
21h
Article
1,842 Wallets Won 87 Cents of Every Dollar: The State of the Hyperliquid Market
We reconstructed 41.2 million positions across 530,429 traders — every position on Hyperliquid from January 1 to May 29, rebuilt from on-chain fills and reconciled to the cent. This is what the chain...
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Coinversa
@coinversaa
Jun 10
Replying to @coinversaa
The wallets that actually print on this exchange were still net LONG when the $135 price was announced. They flipped short June 4. Added $5.4M of shorts in ONE hour on June 9. Now $17.5M short vs $7.9M long — pressing into a 4x oversubscribed book. Either $250B of IPO demand is
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Coinversa
@coinversaa
Jun 9
Replying to @coinversaa and @HyperliquidX
What's new in 0.8.0: 🔬 Position lifecycles — every trade, open→close 🎯 Execution quality — MAE/MFE, drawdowns, perfect exits 🧬 Trader archetypes — survivors, capital titans, coin kings ⚡ Refreshed cohorts — who's printing right now 55 → 83 tools. npx
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Coinversa
@coinversaa
Jun 9
The leaderboard shows who won. Not who white-knuckled a 50% drawdown to get there. Pulse 0.8.0: every @HyperliquidX position rebuilt with MAE/MFE: drawdown curves, perfect exits, real execution quality. Stop copying lucky wallets. → develpers.coinversa.ai
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Coinversa
@coinversaa
Jun 4
We pitched Coinversa at the Louvre this week as a finalist in the Canton Track at @proofoftalk. We believe the biggest traders on-chain won’t be human. They’ll be autonomous agents. Today, we’re building the intelligence layer on top of @HyperliquidX and the identity layer on
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Coinversa
@coinversaa
May 31
Looking forward to this!
Ferdi🏌️‍♂️
@Ferdi_XV
May 31
1/ Proof of Pitch 2026. @CantonNetwork Ecosystem Track. @proofoftalk Location: the Louvre, Paris. Dates: June 3, Day 2 of Proof of Talk. Format: 5 minute pitch, 5 minute Q&A. 6 finalists, building Canton-native infrastructure on the same network the largest names in regulated
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Coinversa
@coinversaa
May 30
Replying to @coinversaa
6/ Full 21-page report - free, no gate 👇
coinversa.ai
State of the Hyperliquid Market | Coinversa.
A mid-year analysis of reconstructed Hyperliquid positions across 530,429 traders from January 1 to May 29, 2026.
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Coinversa
@coinversaa
May 30
Replying to @coinversaa
5/ None of this shows up on a price chart. It only exists at the position level — who held what, for how long, with how much risk, and what happened next. That's the layer we're building at Coinversa: wallet intelligence for on-chain markets, built for AI agents to consume
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Coinversa
@coinversaa
May 30
Replying to @coinversaa
4/ HIP-4 went live on @HyperliquidX May 2 — outcome contracts (#-prefixed tokens). The daily BTC price-binary already trades ~80k fills and ~$2.1M notional/day.
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Coinversa
@coinversaa
May 30
Replying to @coinversaa
3/ And Hyperliquid isn't just a crypto exchange anymore. When the Iran conflict shut legacy oil markets, oil perp notional 340×'d in a single quarter. 6 of the 7 most "lethal" coins — highest liquidation rates — are now HIP-3 builder-dex instruments. Not BTC/ETH/SOL.
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Coinversa
@coinversaa
May 30
Replying to @coinversaa
2/ The sharpest divider in the whole dataset isn't strategy, it's survival. Get liquidated once and your odds of ever finishing profitable roughly halve (41% → 21%). $720M was wiped out in forced closures. 6× the market's entire net profit.
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Coinversa
@coinversaa
May 21
Big milestone for Coinversa. In 12 days, we’re taking the stage in Paris as a Canton Track finalist for Proof of Pitch 2026. Our thesis: the next major class of market participants will be agents. They’ll need markets they can read, verify, act on, and settle through
Proof of Talk
@proofoftalk
May 20
These 6 founders are building Canton-native infrastructure on the same network the largest names in regulated finance are already running. The Canton Track finalists for Proof of Pitch 2026: → Coinversa - @coinversaa → Edel - @edeldotfinance → Ekiden - @ekidenfi → Minted -
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