Einstoin

@AzFlin At least they are shipping legitimate products unlike the grift you pumped out this cycle.

congrats on shipping a product an entire cycle too late traders please enjoy a 0.25% uniswap front end fee for the privilege of using their pink UI

@marcryptonio Cool story. Tech doesn't matter. Security does

@Skull_Fx25 @milesdeutscher @blknoiz06 The poors are getting loud and whiny again. Time to reverse trend

gut says we're topped

@DeRonin_ @mert Tf you talking about you run a telegram called “Money Land”

@mert linkedin is the only one place for deep connection with market's leaders so glad that most of the guys in web3 miss it still

how is LinkedIn a real place

@Obesepotato_hl Yes

Are you this old? Felix everything

@BigglesMac Is this the new HyperEVM’s ive heard so much about?

4 companies have so far established a HYPE strategic reserve. As of earlier today - Hype was trading at $47, so that has been used across all four of the company's valuations. $SONN SONN will give SONN holders an unimpressive 1.2% exposure to HSI - its future company - Hyperliquid Strategies Inc. They are merging within 1-6 months. HSI currently privately valued at 897.2M and is holding 12.6m HYPE ($592m + 305m USD for future hype purchases) = 897.2mcap. High premium for exposure but its >100m mcap is more attractive to mandated investors see x.com/ThinkingUSD/st… thoughts when considering crypto small-stocks. Sonnet will continue to operate its clinical-stage cancer/biotech research arm. The main reason I picked up some SONN today was for this reason - certainly not for the unattractive NAV to value ratio. I did it because Fuck cancer and full-send Hyperliquid. I am down for both missions and think its likely companies (Paradigm, Galaxy, Pantera) backing HSI are the right people to make this a winner. SONN (Eventually HSI): Base Net Asset Value at $47.0 HYPE: 10.7M MCAP: 30.93M Per share Premium to Hype held: 189.07% --- $HYPD HYPD has its Eyenovia arm that develops and sells advanced eye care and products and services. It is not profitable the past few years - but is a legitimate and respected underlying business with a talented new leadership team leading their Hyperliquid strategy. No reported cash holdings at this time for HYPD to purcahse additional HYPE. Options for further share dilution to raise capital a risk here. Previous shares were exercised at $3.25 last week and there are possibly still shares outstanding. Overall, @HYPD - NAV fair val to MCAP - but not as transparent as Hypurrscan (share dilution event again in the future?). Also own some of this. HYPD (Formally $EYEN): Base Net Asset Value at $47.0 HYPE: 67.1M Current MCAP: 67.77M Per share Premium: 1% --- $HYLQ Tony G (yes, the pokerstars pro) started HYLQ while hacking a dart punting on 20x Hyperliquid perps. TONY has investments in in e-commerce, gambling, fintech,energy tech, though we don't know the true holdings ($1-10m?). They still only own 29k HYPE, based on this - its current valuation seems way too high. There's maybe more to this story. But right now HYLQ is a bet on Tony G finding pocket kings/finding more capital (my bet is he probably can). HYLQ (Formally $TONY): Base Net Asset Value at $47.0 HYPE: 1.36M Current MCAP: 22.746M Per share Premium: 1572% --- $LGHL Lion Group Holding Ltd. is a Singapore-based micro-cap financial services company on the Nasdaq that operates a trading platform primarily in China and Southeast Asia. The company has undergone a strategic shift in 2025 to focus on cryptocurrency through a $600 million facility. The company secured a $600 million facility from ATW Partners with the first closing of $10.6 million completed in June 2025. Also on its balance sheet is cash ($1–3 million), Agunua Technology ($0.5–2 million), and NFT/Metaverse ventures ($0.5–1 million), LGHL’s non-crypto assets under management are estimated at $2–6 million, with cash comprising the majority of it. They also hold SUI and SOL. LGHL is trading at a significant discount to NAV - perhaps due to small float and low liquidity + geographic arbitrage (which shouldn't be a thing, but i believe is) I have not bought any but considering its NAV it presents itself as the highest upside gain based on their backing from Chinese interests + if you are also bullish SUI SOL (I'm not). Lion Group Holding (LGHL): Base Net Asset Value at $47.0 HYPE, $4 SUI, $160 SOL: $1.96M + $1.42M + $1.06M = $4.44M Current MCAP: 1.837M Per share Discount: 77.32% Thoughts on which will perform best? I have my preferences but would like to hear yours Forever a DEX first - but Hyperliquid is also coming for tradfi

Hyperliquid Treasury companies: Who they are - What's their NAV - and why do you care? Just buy the actual HYPE, buddy Anyway, here's the facts 🔢🧵

@MicahZoltu @0xYeeeew @VitalikButerin If a leader is to change his term limits without the other side having a say - then that in my view changes the status of whether a nation can still call itself a democracy anymore.

@0xYeeeew @VitalikButerin If democracy isn't stable though, is it fair to say it has the advantage of being able to remove bad leaders? It sounds like democracy can remove mediocre bad leaders, but cannot remove really bad leaders. Not sure if that is a big enough win to offset loss of good leaders.

The more I think about it, the more I think 2013-era morality is pretty much correct: * free speech good * starting companies and making good products good * monopolies bad, vendor lock-in bad * democracy good * greed bad * trying to achieve national security through oppressing people bad * cosmopolitan humanitarian values, caring about faraway people, etc good Things we've "learned" since then have been harmful more than helpful

@superformxyz has built one of best yield aggregators across Ethereum. The unique architecture allows you to farm all different kinds of products (like morpho and moonwalk) on top of the high yields already offered. If you look for their token, you may only find Piggy. Oink

@NitTwittz @TrustlessState @remindmeof_this

@TrustlessState The Ethereum "sound money" ship has sailed. A small group of people forced the issuance method to change (kicked out the PoW miners) AND the rate of issuance continually changes..ETH has no sound💵credibility. No one will ever trust that it won't change again. Game over.

The Ethereum Roadmap: More blobs than Celestia Faster execution than Solana Better money than Bitcoin

Discussing the pros and cons of decentralizing sequencers across L2’s at Ethereum discussion night. (Dcntrl) Vancouver The conversation always falls into why Decentralization is inevitable. #Ethereum

I just got my SOLID Priority Pass! 🚀 Get yours at: pass.solana.id/?referrer=QLlw… 🫡 via @solanaidentity

I swear you're all aware what will happen in December for ETH and are just trying to fud the prices down now to get your ideal entry.

@SolanaFloor @solana Too many suits🗑️🗑️🗑️

🚨 LATEST: @Solana releases a video showcasing Onchain assets collaboration as ecosystem teams and TradFi players unite at Alt. Investment Summit in NYC.

@GordonGekko_CVP @mastermojo83 @synthetix These top ups are the token utility we needed. If the chart didn't look dead, looking at fundamentals I wouldve thought SNX was top 5 defi by meow. Fuck me tho

@mastermojo83 @synthetix You forgot to mention that SNX stakers get a share of the degen liquidations. I just claimed about 10% of my SNX stake from liquidations? Other stakers' liquidations are another source of stakers' yield. Who knew?

During the dip I loaded up on $snx and here is why: - The @synthetix Perps product (Perps V3) is now cross chain - currently on OP & Base with Arbitrum Trading coming in DAYs - Has 100% of their token supply UNLOCKED (no VCs dumping on you) - is GENERATING REVENUE (around $30 million in fees this year alone) - The $snx token is NOW DEFLATIONARY thanks to governance - Synthetix is implementing mainnet Perps soon (noone has this), and will be integrating with @ethena - Synthetix is launching an Orderbook Perps product after the Mainnet Launch - Synthetix is battle tested; the DEVs/CCs take great pride in their products and it shows - The V3 Perps Product is multi-collateral (Will be able to use Eth, wBTC, and yield bearing stablecoins like sUSDe) - Is experimenting with new Perps Markets such as Trump, Boden, Aero, and Velo - On the Perps V3 product 40% of the fees are being used to buy back and burn the $SNX token, which has results in almost 200,000 $SNX burned! - Synthetix Governance is top notch; no governance take overs happening - Synthetix has multiple integrators such as: @Kwenta_io @TLX_FI @torosfinance @cyberdex_xyz @PolynomialFi @rage_trade - Want to dive deeper into Synthetix checkout the latest @blockworksres Report on them: x.com/blockworksres/…

@c_talley777 @PSYTWEAK why gmx tho. dozens of better iterations already and its not even the leader - in fact it looks like its getting whatevers left of its lunch eaten

@PSYTWEAK I just made a lot of money on AERO and rotated profits into GMX, DeFi will have a comeback and it will x10 from there

started the bull run on the wrong side of the fence holding ARB & GMX rotated quickly and made really good on $DMT and some short term memes considering how bad my starting position was now im just waiting for ETH szn to have its day not interested in anything deployed in the last 10 months really

@DefiIgnas The main reason I’m trusting L2’s (as a basket, instead all in on any one in particular), is that when it does come time to make big decisions - I don’t want to be stuck with another experiment where gas is at 50-100 for weeks in a row. Right when I need to make moves.

Only ~5% of my Ethereum assets are on L2s, mainly for airdrop farming, not because I need to. All top dApps are on mainnet, with deeper liquidity and better security guarantees than L2s can offer. And with gas fees no longer sky-high, why switch?

@BigglesMac ETH over both but MKR is a solid beta play. ENA fees are great but fdv and unlocks make it no bueno for anyone with an ounce of risk management

Would you rather own ENA right now, or MKR?

@AbsGMCrypto @DigPerspectives @digitalassetbuy Follow this dickhead for more clickbait unsubstantiated rumours! There is no proof they sold, just because it is moved does not make it a sale.

BREAKING: US Government Sells 10,000 #Bitcoin Worth $650,000,000 !! 💥🇺🇸 This comes just one day after the Bitcoin Reserve Bill — where a 1-million-unit Bitcoin purchase program to acquire a total stake of approximately 5% of total Bitcoin supply, mirroring the size and scope of gold reserves held by the United States. With Over $35 Trillion In National Debt, Why Would The US Be Dumping $BTC ?? 🤔💭 Comment Below & Follow For More!!👇👇

Bitcoin's new long-term security budget attempt update