Pentoshi

Hasn't been any breakdown in market structure on $HYPE here fwiw this is still grinding up and looks constructive for another move up imo. when? idk. thats up to the market to decide. we went from 30's to 70's in a pretty short time, and now have consolidated while slowly creeping up keep in mind, this performed like this in a bear market, it's yet to experience a full bull where revenues would likely be doubled or more consistently

I've never been to the Seattle stadium myself but use to watch a lotta seahawks games, especially when they were in their prime defensively. I've just always liked defense more than offense in sports and appreciate watching a good D play But that stadium is truly something else in terms of noise and atmosphere has registered as 2.0 earthquakes on the richter scale from fans while having 137.6 decibals This is louder than a jet engine taking off from close range (which is about 120 to 130 dB) Should be a fun game to watch monday

@roussermcbouser i also wouldn't rush to buy today if you don't have any exposure already. especially after a move like this. I do think as with anything. there will be dips

if we see those levels, Ill be looking to do the same thing again. add, sell some on the rally. keep the difference

this last year has probably been the most fun for me in any market ever its been very exciting to have to deep dive into new and upcoming technologies that are going to have some of the most insane impacts we have ever seen and this is very broadly speaking across all sectors. both good and bad. But there is truly something for everyone because the ai trade has been all encompassing the other side is, i got to spend so much time around some of the brightest minds in the world. traders, hedge fund managers, small family offices. and really just get to see how portfolios are built. (i touched on this a lot last September) It is always a lot o…

@GroovyPNW_Fit If you’d like to put a bet up. Any number. Infinite size. . Happy to prove it.

@bitsurfer99 People just say things. I just never corrected them

Ive made a point to only talk about public equities largely for the last year and avoid shitcoins. Say what you will about me. I have zero advantages over anyone else I avoided 100% of the drawdown in crypto this year. Not 99%. 100%. While capturing the hype move starting from $28 and 2 local lows on btc I have nothing to sell you. Nor do I ask you for anything.

$BB summer https://t.co/CKQyM0cSdk

@deltaxbt @BigCheds At these prices. If sol doubles it’s only 2 months of inflation.

We are in the midst of an equities melt up that is probably the largest wealth creation event for retail in history and something that I think will be deeply engrained in several generations culture as a result of how we got here i will also keep saying this as i have been, i think there is so many positives in the years ahead. and that the size of the opportunity will be difficult to really imagine the scale of

yep

$BB obviously we've been in this since the 5's and this has been a great move. My expectations are that we are coming into an area of HTF resistance so we will likely need to consolidate here above here for a bit. it may pullback (idk) Dips if given, are an opportunity to buy. I myself, will be looking for them with the same strategy as on prev dips buy, sell the rally, and keep the net difference at 0 cost essentially

PSA to those of you are trying to promote or use air conditioning machines We are coming for you https://t.co/aOiKRBUmMD

I think this is the best writeup on $BB out there. Although, some of the price targets are a bit optimistic. The read is quite long, but it's worth it as it goes into every detail of the business and it's growth. It is also a lot of research that we've already shared, just better organized. But why I see BB has having huge upside over a several year period. You can't borrow conviction, but i think the read will help you truly understand the thesis and potential

Let's go over $BOT since there's a lot of misunderstandings around it and NAV. Why own bot? Bc you get liquid exposure to the leading robotics companies. It's essentially a bet that there will be mark appreciation from further funding rounds sometime over the next 12-18 months. *IF* you believe that happens, THEN its likely a pretty good bet. If you think Figure, apptronik, or any others raise more capital, then you essentially should see that jump in AUM. When value is created in the private rounds, it should be expressed in the public shares. Two: you aren't going to get to buy it at nav bc that implies that you are going to buy a valuati…

pov your stocks go up 50x in 12 months, then have a 4% pullback

@Evan_ss6 @MoneyPrinter0x im actually going to visit some of these companies this year to see them in person btw. Like figure.

Every. Single. Time.

Sunday night 100% strike rate

It's hard to compare robotics companies and their valuations to each other. Saying one is cheaper than the other for the most part is extremely difficult to do. Which is what I am seeing in a lot of posts. There are really big design differences, like bipedal vs fixed or general vs specialized. Which changes tam Bipedal is the hardest and a bet on generality. So the tam for this is basically saying "all of human labor" but also it means no real niche. So its a competition for all. A fixed robot has a smaller tam but is easier to defend. So we get a premium for bipedal. You can't compare it to a fixed robot. Its why you see Figure trade so …

There should be no S3 for Hype imo Jeff already gave an airdrop which today is worth 14 billion plus The team continues to give to the long term believers via the AF, which uses 99% of the revenues to buy and burn hype. The gift is, that if you believe long enough, you get rewarded over time Giving people another big airdrop worth billions, defeats the work the AF has done to date The reward should be that you believe hyperliquid will continue to grow and scale, and that that is rewarded over time bc the revenue is distributed to its holders over time That pool if anything should be given to the AF for the AF’s hard work 😆

Things to consider, look for exposure in when opportunities arise $BB physical AI safety layer $DRAM memory, robotics $BOT the physical side, private robotics companies that will all need to scale. This timeline is being sped up rapidly all 3 tie in together over the next decade and benefit each other

$BB new highs again has found a way to go up during both market weakness and strength

people can spend the better part of a year trying to call bottom on something, just to see it continue to make a new low for the duration of that period, over and over. Same with trying to call the stock market top repeatedly. what have we don't this year? We have completely avoided assets in downtrends, and traded ones in uptrends. The rewards are that we will eventually get to buy the ones in downtrends when the market structure changes. without having been exposed to all the downside. charts that are winners, tend to keep being winners, and losers, tend to keep being losers. and only stop being one when market structure actually breaks. …

$hype 11% off todays lows. Potentially forming a higher low market structure wise the fastest horse, which it has been all year https://t.co/sf40UKaPb2

one of the things i like about equities is they go up i think thats pretty neat

@DPGSpurs the other thing is hype has outperformed the entire market for the past year, and its fees have been substantial. in pretty poor conditions. what if the winner keeps winning? its been a winning strategy. which is the point ive tried to make.

This was probably one of my largest misses. Having the opportunity to invest in Figure series A. The video is worth a watch. Robotics is attempting to solve for a 59T problem that is labor. And now it’s actually beginning to scale. Its current market cap is around 200B. How early are we? We’re so early these companies don’t even trade publically yet and the robots don’t exist. It’s like buying bitcoin at $500 and maybe getting to see it run to 50k. There’s a lot of doubt around them as there is with any new tech. This is going to be incredibly obvious in hindsight. Of course it sound crazy when you say some of these companies are going to b…

@Mnt_Brry_Crnch Pump has been inconsistent on the fees. Jeff and the team had no vc's. No seed. every thing they have ever done has lead to value accrual for their holders. not even themselves. Alon, well. thats a diff story