Bullish(Nuanced)HYPEHyperliquidHyperliquidAAVEETHEthereumEthereumLITLighterLighterSOLSolanaSolanaUNIUniswapUniswapZECZcashZcash

6d ago on

End of Crime Season: - Crime coins/extractooor KOLs get no bid - Trump & His Cartel face responsibility for their scams While - OG devs who built for years get rewarded: $FLUID solana:KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS $AAVE $UNI etc. - Tradfi x crypto merges more ($HYPE $LIT $VAR + tokenized stocks) - High rev tokens continue to outperform But - Privacy coins serve as hedge: $ZEC but also $ETH

Bullish(Nuanced)HYPEHyperliquidHyperliquidBTCBitcoinBitcoin

1w ago on

Rotation to crypto already underway Crypto up while retail AI stocks are down.. Even gold is down 7%. I think a big part is simply timing/technical: BTC took got rekt earlier, while AI stocks kept pumping. Crypto had already priced in a lot of disappointment. I've also always believed BTC would catch up with gold. And the gap is still here to close. But whether this continues depends on WHY investors are selling: - If they're losing faith in AI valuations and big spending, crypto could attract some of the money. - If they're reducing leverage and selling risk assets, crypto can dump too. I also noticed more articles in Tradfi media on alternative assets. Everything looks bad to tradfi: - Stocks ATH and exposed to AI risk - Treasuries risky to inflation - private credit is getting rekt too Crypto meanwhile could look interesting: most are underexposed to it and ETFs make it easy to buy. The ICE/Hyperliquid deal gives them another reason to look at crypto. Although the real rotation targets are cash and boring healthcare stock.

Bearish(Nuanced)HYPEHyperliquidHyperliquidBTCBitcoinBitcoinZECZcashZcash

1w ago on

We used to see "I am buying the dip here" posts on days like today. Haven't seen a single post like this on X. Despite claiming that 'BTC holding $̶8̶0̶k̶,̶ $̶7̶9̶k̶,̶ $̶7̶8̶k̶,̶ $77k is super bullish!' I'd bet most of CT is loaded on tokens already. Others would better buy higher on confirmation than buy the fear. But fundamentally, who's buying? Retail who generally loved crypto are now getting rekt on AI stocks, gold, quantum etc. Crypto ETF buyers aren't showing up: inflows turned negative over the 30d period. Short term there's $2B in short liquidations until $80k for BTC. Longer term I'd love to the OG bitcoin narrative of inflation/global macro instability hedge to come back into boomer portfolios. Luckily, some assets are decoupling from BTC, notably $HYPE that has tradfi adoption. Crypto still looks good, especially for 'belief tokens' like ZEC and revenue assets like HYPE.

BullishHYPEHyperliquidHyperliquidLITLighterLighter

1w ago on

ETFs are using perps to offer exposure to OpenAI and Anthropic. Two US ETFs launched this month use swaps linked to perps for that exposure. 21Shares also launched an Anthropic ETP in Europe. This is a huge success case for crypto! It will bring even more liquidity to perps, making them even more important for price discovery of pre-IPO assets. Huge usecase when we bring illiquid (pre-IPO assets) and making them liquid and instantly tradable globally. And obviously, more fees -> buybacks to our onchain perp tokens: $LIT, $VAR, $HYPE etc

HYPEHyperliquidNeutralHyperliquid

2w ago on

Never ask when pump fun launches airdrop. And Opensea. Or why Rabby has points. And what happened to Metamask token. Or when Base finishes 'exploring' a token. But for sure, don't ask about Polymarket airdrop when IPOs are TradFi's wet dream. At least we know one thing for CERTAIN: the next $HYPE airdrop is coming.