Pentoshi

Another Friday night after market hours escalation before another Sunday night and Monday morning peace deal https://t.co/ClStPmjh6u

hyperliquid:native has now surpassed $8 billion in USDC That's a lot of future yield from the circle deal in regards to AQAv2 for the AF buybacks. That's potentially an additional 700k+ per day in future buybacks coming on top of what it's doing today. Assuming no further growth. Big dips if given, are for adding to the winners

" $HYPE token is used to facilitate purchases where fiat is not available or accessible and is used for loyalty programs. Over time hype will overtake fiat as it will become the dominant currency on hype products at which point people will use fiat only to load up on more hype"

See!

When price is at it's LOWEST POINT you want to buy and when price is at it's HIGHEST POINT you want to sell I just back tested this using Claude and the hit rate is 100% as you can see here. @grok can you confirm if this is true. That if you buy at the lowest point and sell at the highest point that you would be in profit?

50% since the fud btw and looks like the thesis is at least being confirmed both from flows and conversations like this for $hype https://t.co/IuroApnPXQ

https://t.co/0jFc62OJKk

a lot of my north korean frens and tg chats are going wild over this for its potential applications in defi

will keep saying this over and over and over There are 4 outcomes Big win Small Win Small Loss Big Loss Your job is just to eliminate #4. You will have good trades, and bad trades. but as long as you eliminate the big losses, the other 3 outcomes will lead to consistent growth over time. Our decisions compound with time. We will have both ups and downs. That's unavoidable bc we all make mistakes. But the goal is just to have higher lows and higher highs consistently. You might have a 20% win here, and a 5% loss there. Then you move onto the next one. It always comes down to probabilities and just putting ourselves in a position to win. w…

@blknoiz06 Will be used in robotics. one of the main physical ai players. deeply intregrated with nvda (going to be their safety layer) and has weekly calls with them too.

$HYPE truly relentless. I dont know if any selling occurs or not from the unstaking today, so far it doesnt appear to be the case. But would like to point out, the ETF demand has been strong. The circle buybacks haven't begun yet, and each dollar deposited to HYPE regardless of whether it buys hype or not means more USDC yield to buyback. I assume when circle deposits the back yield it will be 5-10m one time, then 500k per day + average thereafter deposited weekly. time will tell.

@jellysmithrave you thanked me for the exit liq there playboy

$BB now 57% from first entry at 5.79 I don't plan to touch this one regardless of what price does, bc I think the earnings next month is going to confirm the thesis and FA laid out previously. No, price won't move in a straight line, but it will eventually reach the destination I think over several years, it rerates materially higher. I think the fundamentals of it are off the charts.

I know a lot of you have been crypto only and are interested in stocks, or feel like you have missed the move. While yes, you largely have missed the first big leg. I'd like to remind you that there will always be more opportunities. This is all a 10 year buildout in general. That will continue into the 2030's eventually there will be a large correction and you'll get things at a discount. But by no means have you missed it all and the reason i say that is bc a lot of it doesnt even exist yet. Unless you see 1 billion robots working in factories bc i dont see that yet. then you know we haven't even scaled yet. You will be fine, you will hav…

Had one pretty crappy call in hims this month and that sucked, but everything else has gone +20% minimum from time of entry. Some things starting to approach 2x. Not bad, but the conditions have been pretty easy too. One thing I'll say, if something goes up 20%, you can just assume my stops have been moved to break even at least. I won't hold anything that moves like that into a loss.

US claiming yet another peace deal? 👀

@smartchainmoney or whatever amount you want. we can do 1m too. lets see how confident you are on that

$DGXX Finally looks ready to break out after a period of consolidation. Going to give both the bull and bear case so you can evaluate for yourself. They have a $CBRS deal. A 10yr, $1.1B agreement that gives them a multi-year revenue runway. All they have to do is execute partially. They are debt free. they OWN generation. In an AI buildout where power is THE bottleneck, owning 60MW+ with a 1.3GW Loi The are pre rev, and the prev earnings left a lot to be desired but that was PRIOR to the CBRS deal. Which materially changes everything. Again, as long as they execute. Right now, power is the constraint more than chips. A few things. Thes…

https://t.co/jyLUEpV2wY

@TXMCtrades In any case I’m not an oil pro. I had only really learned about the SPR to some degree back a few years ago. And I don’t trade oil. But used to pay attention a bit when we first started drawing down on it

AI, Robotics, Medicine, Defense (ai drones etc), Energy What a crazy 10 years ahead of opportunity. The Golden Dragon Bull Run (with many shakeouts and peaks and valleys) 2 years ago people would laugh at AI bc the image generation wasn't great, or robots bc they were slow and clumsy. But really, every time we see a new release you have to realize that it's the worst version we will see of them. Especially with how quick things are progressing. Humans mostly think in linear terms but what is happening is at a logarithmic scale and pace. One of the largest issues is we can't actually scale all of this. YET. I think the biggest mistake is l…

@Crypto_Rick16 @EnjoyingZones sndk didnt do 32x in 2-3 months ha

The animal spirits have continued, even more so. 32x in 2-3 months or so. And there are a ton that have done 2-5x in the last month. Crypto use to be the main outlet, but now you have prediction markets, 0dte, sports betting. There is something for everyone depending on what they like and much easier access too it than anytime in history While crypto has been relatively dry vs other markets the past 5 years it will still have some decent boom and bust cycles, not to the degree of the past imo bc it's flawed by design with emissions and is no longer starting from 0. For example at the 2 more recent big peaks of the last 1-2 years we had 500m…

@WallStWolfdog @buyerofponzi you think anybody is just handing out sandwiches. let alone in this economy?

@AltcoinSherpa Can have you added

A peace deal is the worse thing that can happen, bc every week we rally higher on that weeks peace deal. Just this weekend we had another peace deal where we saw SPX rally another 1.7% on the news. Every peace deal we have done has resulted in an instant spike in markets that keep their gains. If we do a real peace deal, then we can't have future peace deals to rally on. But by doing new peace deals, the markets can always be forward looking to the next one.

@JacobFrautschi Or a dat

$HYPE is +50% since the regulation fud, and a lot of the buyers were tradfi or at an institutional level since then as we saw with the ETF flows. That is a fact Regulation is an inevitability. The odds of it occurring are 99.99999%. And that's okay. When it comes in the next 6-12 months, there will be short term panic again sure. The coins will shift hands to these same buyers imo. I don't think there will be any enforcement action that is negative in the way we saw it with Binance/Bitmex. Bc Jeff is taking action now by being proactive. Where as Binance was more, do something and ask for forgiveness later. But the most likely outcome is th…

@LeunamPur @ultimaversum Would love to see your track record. On HTF’s I have a pretty decent one

There are a couple physical AI companies that imo are just starting their uptrends with some pretty decent upside over the next few years. Going to write about what I'm looking at shortly, and I'm open to your suggestions as well if you have them. Feel free to share AI started as software, but now AI in entering the stage of having hands, arms, and eyes Robotics is essentially going to solve for some parts of a 55-60T annual problem. Which is labor. These robots will have an upfront cost, but over the lifetime of them might only cost around $2 per labor hour vs the average of $40 or so in the US. While we are a bit early to robotics compan…