Dream State Awake

@BYDCompany Makes $RACE look stupid

All-electric supercar. 1,300 horsepower. Quad-motor e⁴ Platform architecture. YANGWANG U9.

@TrustlessState @mikez_eth @fundstrat see this?

@mikez_eth 1. L1 grows in activity and revenue dominance, ETH burn increases up to or even slightly beyond issuance 2. Tom Lee issues an equity yield product that pays ~15%, it sees a faster rate of adoption than STRC

I spent the weekend putting my thoughts about $ETH and Ethereum into this article I built my career, community, and business on Ethereum, so the decision to sell deserves a deeper explanation I hope this is sufficient Thank you, all

@TrustlessState @RyanSAdams Majority of tokenization

@RyanSAdams A core part of my argument is that ETH lost momentum, which in the fight for money is a potentially existential thing to lose

@Liathetrader @Ferrari It’s an iPhone on wheels

Design is not only how it looks, it's also how it works. What the team at @Ferrari and LoveFrom achieved is a re-imagination of a driving experience for the electric age. While everyone is complaining about losing the look, driving is mainly about the passion and the feeling. This is the most advanced integration of interior and exterior I've seen. The car body conforms to the wind and air... (THREAD)

@koreavaluehunt Should have just told her you full ported BMNR

I went on a date in Seoul and I think I just got dumped over my asset allocation. She asked what I invest in. I said index funds, some ETFs, nothing wild. She put her chopsticks down and said “so you have no convictions”. then asked if I’ve ever held a position through a 60% drawdown. I said no. She said “then you’ve never loved anything”. bro I came here for bibimbap not a TED talk

$ETH

@jrouldz Put it in divies

Hmm so last week I took some profits Was hoping to see some dips this week so I can reinvest into more speculation But market going other way and I’m averse to chasing pumps Would it be a sin for me to transfer this money into my dividend account for safe keeping? 😂

More than half

$OPEN holding perfectly $4.5 and the 3D HMA ribbon here. Once we see some more volume coming in, $OPEN could be ready for another good leg up.

$ETH market cap $256B. The stablecoins running on it = $322B up 10x in 5 years, headed to $2T by 2030. The tokenized real world assets settling on it are $65B, which are up 245x since 2020, headed to $10T by 2030. The infrastructure is worth less than what runs on it. Also the ETH/BTC ratio is at a 5 year low. Either the thesis is wrong or the price is. I am betting on the latter. Any strong opinions out there based on existing/projected data/facts? $ETH

@cantonmeow I would wake up at 1 a.m. in Japan, check the stocks and then rollover into a delirium of nightmares where I didn’t own enough ETH.

Watching US trading hours from Asia is like starting an M Night Shyamalan movie. You're almost guaranteed to fall asleep, waking up to the ending and feeling disappointed. Have a good night.

@TheLongInvest Robotics

Everyone wants to know what the next themed trend is when the Space euphoria ends It's Biotech

Somebody just bought $2.7 million worth of $ASST calls

@MilkRoad It’s true. We’re desperate and willing to bet to win, but crypto manipulation killing longs one minute and shorts the next, not allowing upward movement, it destroys the assets as investments.

Raoul Pal: Retail didn't abandon crypto. They lost their stake and went to a different casino (AI). They're in their 20s, can't afford a house, working 3 jobs, and looking for a way out. They'll be back the moment crypto outperforms. We need to stop painting their rationality as 'disloyalty.' FT @RaoulGMI @LgDoucet

$4.3 million into these $IREN calls

@Kalshi_Crypto And $ORBS is pre IPO ownership on OpenAI

JUST IN: Tom Lee's 'BitMine' buys $240M worth of Ethereum

@wliang People must be seeing that $ORBS is pre IPO ownership of OpenAI. See where it traded last year, it could be big.

So I was deep diving into $NASA ETF holdings to see what will heavily benefit from $SPCX IPO... And I came across $CPSH. At the start of this year, it was a solid US AlSiC play, but quickly became a multi-thesis bet. As of last week, $NASA ETF holds ~1.8M shares of $CPSH (I immediately started a relatively large position). This is important because $NASA is the only pure-play space ETF with direct SpaceX exposure pre-IPO. And a portion of every dollar flowing into $NASA for SpaceX exposure becomes a purchase of $CPSH. As SpaceX IPO momentum builds toward June 12, that flow accelerates. But let's go over why $CPSH even made the cut into $NASA's portfolio. At the beginning of 2026: > It was the only meaningful US/Western hedge against East Asian AlSiC supply (Denka, Sumitomo, JFC, etc.) > Existing customers: US Military, NASA, $LMT, $RTX, Northrop, General Dynamics, and more > AI optionality as $NVDA Rubin generation scales towards multi-thousand watt requirements (this angle alone deserves a whole new post) And the foundation has only gotten stronger... > Record 2025 annual revenue of $32.6M and Q4 2025 revenue $8.2M vs $5.9M prior year (+39% YoY). Q4 gross margin recovered to 14.6% from a Q4 2024 gross loss > New $4M hermetic packaging order announced post-Q1 > Navy SBIR office extended Phase I program for Amphibious Combat Vehicles > Potential US Navy destroyer ballistic shield contracts with Congressional funding already secured Now add the $NASA ETF layer... Large asymmetry here.

What are we buying fam? New Xpeng P7 for 30k USD or Ferrari for 600k? $XPEV $RACE

@coinbureau Just RM

🔥CATHIE WOOD CALLS FOR $750K BITCOIN BUT SELLS ITS OWN BTC ETF ARK Invest’s long-term $BTC bull case still points to a massive $750,000 target. But at the same time, ARK has been trimming exposure to its own ARK 21Shares Bitcoin ETF.