csm

$BTC 5 months left to accumulate

Shawn Liu is the Bitget big boss who allows these scams to operate behind the scenes while Gracy Chen is only the face of it. The Chinese CEX cartel has gone unchallenged for years and doesn’t care as long as they benefit from the activity. I think it is almost time to increase public attacks against Bitget.

I don’t think people realize how fucking great Hyperliquid is.

People keep confusing a bubble with “stocks go up and get overvalued”. A bubble is when when a prevailing trend and a prevailing misconception about that trend interact reflexively, each reinforcing the other until the gap between perception and reality becomes unsustainable. A bubble is not when everyone realizes that right now every iota of AI demand eventually, at some point upstream, must move through memory OEMs. Nor is it when estimates continue rising because things are better than expected. And it’s not just when stocks trade expensive to historical valuations. The reason behind the moves in the AI infrastructure layer so far have been simply that we don’t have enough. They’ve been driven by the fundamental reality more than the perception of the future. It’s why the bulk of the most bullish parts of this cycle have been lumpy and centered around earnings season when companies uniformly come out and confirm there’s still not enough. In the bubble, the reality is driven by the market - not the other way around. Everyone keeps saying “people are gonna freak out if it’s not a bubble!”. I think that’s silly, we have a transformative new technology that needs crazy capital to fuel it coming to fruition, that has and always will result in a bubble as long as we have financial markets. But if you want to call the top in a bubble, you need a much stronger view on what the misconception is and what negative catalyst forces broad perception to align with realizing it than you do on valuation.

@FabianoSolana they kept printing chickens

Eggs price collapsed by 98% What happened?

It’s the golden age for being unemployed isn’t it

Its pretty amazing how quickly crypto twitter went from fartcoin to debating the merits of owning SK square for the holdco discount versus SK Hynix?

Crypto group chats now are like I’m long 00036474 and 0092637 what about you

Unlike the dot com bubble there’s actually revenues This will upset many people

lol @Lighter_xyz definitely uses TradeXYZ as the oracle price for its RWA markets

It's going to be an eventful day: Google, Meta, Microsoft, and Amazon will all report earnings after the market closes today. That's $12 TRILLION worth of market cap reporting earnings within a 30 minute window. All as the Fed interest rate decision is released at 2 PM ET and US oil prices are surging toward $105/barrel. Buckle up for a huge day ahead.

NEW: HYPERLIQUID TOTAL OPEN POSITIONS SURPASS 260K AND HIT NEW ATH SOURCE: app.coinmarketman.com/hypertracker/s…

USDH has reached an all-time high of $100M supply on Hyperliquid.

Hot take It’s easier for a perp DEX to bolt on prediction markets than for a prediction market platform to spin up perps guess time will tell

Shorting hype because polymarket and kalshi are adding perps to the menu is like shorting chik-filA because dairy queen and starbucks are adding a chicken sandwich

@MemeCore_M @Grayscale Officially recognized on @ZachXBT ! We’re just getting started. Please provide a single data point to support your $6B mkt cap at a top 20 token and why insiders hold >90% of supply.

crypto twitter used to be such an awesome place pre pumpfun era, nothing but 1/1 characters the ease of being able to scam one another has drawn in hoards of flys and roaches indistinguishable from one another

sidelined guy: something feels off about the market going up

@thedefivillain $1 is crazy, shorted at 14 and still got raped

The most impactful trading decision (for my PnL) I took in April was closing a trade at a loss, and more specifically capitulating on my $RAVE short at $2. I opened it around $1, and added some on the way up. I thought that given how explosive the move was, it had a decent chance of collapsing back down in like one day (like $STO). But clearly that wasn't happening, and then I started to recognize the patterns of the previous scams like MYX (where I lost money shorting), so I took the loss, and then even flipped long. I got in and out of the RAVE long trades probably 3 or 4 times and made profits on each one, but more importantly than these profits, giving up on the short was THE best decision I took. RAVE is now up 12x from where I closed that short... It was not a short with size, but it would have resulted in a gigantic loss if I did stubbornly let it open.

Hyperliquid did $78M revenue per employee in 2025. That’s: - 2.1x OnlyFans - 4.5x Tether - 8.4x Jane Street - 17.7x Anthropic The most productive company in the world works in crypto (2025) -- Hyperliquid