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narciso.hl
618 posts
narciso.hl
@0xnarciso
🇺🇸 | Consultant @AlamedaV2DAO | Hyperliquid
New York, NY Katılım Ekim 2021
2.4K Takip Edilen523 Takipçiler
narciso.hl retweetledi
I hate people who go on vacation all the time but got no reason to relax.
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@Ravers @rostyketh All the money has been transferred to eth so it could buddy
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Just a quick reminder on Solana’s response when ByBit was hacked for $1.5B in ETH
Culture is everything
raj 🖤@rajgokal
roll back ethereum, there's precedent for this
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narciso.hl retweetledi
There were warning signals. $DRIFT should be priced near $0. Even if funds are recovered or the exploit is patched, there will be no user retention at all after such a catastrophic event - especially when switching costs are non-existent and competitors offer a better product.
AzFlin 🌎@AzFlin
Looking to hire female puppet CEO requirements: - asian - attractive, but not intimidatingly so - good public speaker & tweeter - able to travel to every conference - no technical ability needed
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It's pretty amazing that you can listen to music/artist and automatically link it to a Crypto identity. For example:
$BTC = Metallica
$ETH = Daft Punk
$SOL = Kanye
$BNB = Skai Isyourgod
$TAO = Eminem, Yelawolf, Jellyroll
$HYPE = New Jeans
$IP = Blackpink, K-Pop Demon Hunters
Axie Infinity = Bruno Mars, Gabe Bondoc
Base = Backstreet Boys
Commodities = Chopin
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@JesusMartinez $TAO to $1000 is very short term.
$10k to 20k in a full alt season (or over medium term) is more likely.
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I’m still DCAing into Bittensor daily
I didn’t buy as much as I would’ve liked to
I have friends telling me to sell the hype, but I could care less
I’ve talked with many teams, I have drank the koolaid & believe we will see $1,000+
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a lot of people are not understanding what michael saylor is doing
"hes buying too many coins"
"what if he sells"
"its just a ponzi"
you are overthinking it
its quite simple
refer to the attached image
he has built the worlds first bitcoin rocket, and it has 74 years of fuel
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narciso.hl retweetledi
Over the past 2 weeks, RWA trading on Hyperliquid has repeatedly broken records, surpassing $1.3B in open interest and $1.4B in weekend volume.
When traditional markets are closed, Hyperliquid is the premier venue for 24/7 price discovery on oil, metals, indices, and other essential assets. This is an important step towards housing all of finance.
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narciso.hl retweetledi
@michal_ozimski_ @InvestorDenis @trevhesinvests You’re right on the 2nd part but new product adoption is low so far. Yes some of the partner loans are high quality but PGY is getting less of that flow now. Lender partners are getting more aggressive with their own balance sheets and want to originate more themselves
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@0xnarciso @InvestorDenis @trevhesinvests Secondly, growth does not have to come only from new partners or lower risk standards. It can also come from existing partners adopting more products and allowing PGY to operate across additional segments and verticals (2/2).
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Revenue $335M vs $348M expected (+20% YoY)
EPS $0.80 vs $0.69 expected (vs -$0.04 YoY)
Stocks down 17.4% pre-market to $15.4
$PGY
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@michal_ozimski_ @InvestorDenis @trevhesinvests $PGY flow that comes from partners has varying quality. Some of it will have higher IRR (good quality) vs low IRR (bad quality). Partners are rejecting less of the good quality flow and keeping it for themselves. And PGY has no control over this
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@0xnarciso @InvestorDenis @trevhesinvests Can you elaborate on this? Dont fully get this first part.
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@InvestorDenis @trevhesinvests The fundamental problem is that their partners can open their credit boxes at will and that’s what’s happening now. $PGY only levers for growth are new partners or taking on more risk with their originations
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@trevhesinvests Nothing has changed in my thesis. I don't see a fundamental problem with $PGY. Some figures haven't exactly smashed the expectations but they aren't bad. I love the growth of the revenue and net income.
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@PatientInv618ng Most of their lender partners are opening up their credit boxes. Less good flow for $PGY
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$PGY.
Earnings weren’t bad, but the numbers clearly decelerated. The big question: why were expectations/guidance being raised earlier if growth was about to slow?
I want to hear what they say on the earnings call before doing anything.
For now, I’m waiting. Fundamentally it still looks cheap, but unless the call changes the narrative, we may need to be patient — momentum might take time.
Let’s see where price action takes us over the next few days.
Patient Investing@PatientInv618ng
$PGY Like most names, PGY got flushed on Wed/Thu — it lost a key support level — but Friday it bounced right around the 0.786 area on very heavy volume, which looks more like a capitulation / demand response than a random bounce. Today we have earnings pre-market (Feb 9, 2026), which can easily define the tape for the next 3–4 months. Levels I’m watching: First reclaim: the prior strong local support around $20 (now likely resistance) before adding aggresively.
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narciso.hl retweetledi
Difference between Chinese crypto firms is they will always hire just based on looks or who your family is connected to.
Compare this to US firms like Uniswap or Coinbase where everyone has an Ivy Degree or is DEI hired.
AzFlin 🌎@AzFlin
CZ hires the best people.
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Seahawks CB Devon Witherspoon (knee) inactive for Week 2.
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