bthoreau

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bthoreau

bthoreau

@b_thoreau

Weaponized Acoustics. Fav food = pills. Something…something..dark side..something…something…complete. $Sol 🐂ish.sol

St Paul, MN Katılım Nisan 2021
2.6K Takip Edilen438 Takipçiler
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bthoreau
bthoreau@b_thoreau·
@Tradermayne Price action flattened into trading range I think you mentioned. I’m not wyckoff maxi just found confirmation bias for my 40x Long
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Lord Frieza
Lord Frieza@xbawxbaws·
Cam Newton Looks like a guy that controls how time works in a scary movie for kids
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Tyler
Tyler@TylerDurden·
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Elon Musk
Elon Musk@elonmusk·
Breathtakingly Beautiful
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bthoreau
bthoreau@b_thoreau·
@blknoiz06 sounds like a solana:Df6yfrKC8kZE3KNkrHERKzAetSxbrWeniQfyJY4Jpump — nvm 3x max leverage
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Ansem
Ansem@blknoiz06·
whoever knows trump's announcements with a hyperliquid account open and 100x leverage gonna be the world's first trillionaire
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Flood
Flood@ThinkingUSD·
There's no one more racist than your black friend with over 120 IQ
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♤
@priest_099·
Gun to your head name a Canadian
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threadguy
threadguy@notthreadguy·
trying to deposit stablecoins into robinhood. full kyc (again) first, then up to 24 hours settlement wtf is this shit hyperliquid
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cdott
cdott@cdott_x·
Sometimes I wonder how is Ant not the NBA golden boy? - Ethical hooper - Physical freak - Plays through injuries - Electric personality - American - won US Gold - Came from nothing - Making a small market team relevant Am I missing something? He is everything you want in a star
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Capital Flows
Capital Flows@Globalflows·
This will be the first Hyperliquid ETF to be launched, and this will be a major inflection point for both the HYPE token and $PURR My thoughts on this: First, this is a major development in the ecosystem. Hyperliquid has always been focused on creating value as opposed to just getting in front of flows. This will continue to distinguish the protocol from other tokens that are just trying to pump the price at the expense of long term holders. I explained this entire mechanism here: x.com/Globalflows/st… Second, watching the volume on the ETF and how many tokens it can accumulate will be critical moving forward. IF it aggregates a significant position relative to the float, then it will begin to move markets a lot more. Third, how does this impact my largest position, PURR? I have been long PURR since it was trading sub 3.50 and we are now up 100%. PURR has been THE primary way to get exposure to the HYPE token in traditional markets and this is now changing. When PURR is the primary way to get exposure, it is possible for it to trade at a premium at discount as larger players have to move the market to adjust their positioning. When we have an ETF come out, traders will begin arbing the ETF against PURR to create much tigher ranges on the upside and downside for the PURR price relative to the underlying NAV. If you want to see my entire thesis for valuing and mapping the price relative to NAV, read this: capitalflowsresearch.com/p/my-large-mac… The question will be, does this change the entire thesis and value proposition for PURR? My answer is that it will depend on the leadership of PURR and how they provide value. At the end of the day, a treasury company has a function in markets that is different than ETFs. The actions of a treasury company is them providing returns ABOVE the underlying. The ETFs create more access so the probability of a premium to NAV occurring due to access issues has decreased. HOWEVER, the entire question is how can PURR provide value for shareholders ABOVE what a simple ETF can provide. The answer? Several fold: 1) The PURR treasury company has the ability to still issue shares and buy back shares when the price trades at a premium or discount to NAV. @dschamis and @rediamondjr have done a great job at this execution thus far. This has allowed PURR to outperform HYPE and be a significant advantage to shareholders. 2) PURR has access to a credit facility that an ETF does not have. This will allow the PURR leadership to continue to execute its strategy of issuing shares at a premium and buying them back at a discount. Fundamentally, PURR has a significant advantage in the market since they buy back shares. This is very different than other popular treasury companies who only dilute their shares at the expense of shareholders. an ETF does not have this ability to take advantage of market volatility. 3) PURR has the ability to take out credit and buy HYPE, thereby leveraging its balance sheet like any hedge fund type vehicle that is trying to increase its exposure. If this happens, this creates optionality for PURR over an ETF. 4) PURR has the ability to generate yield on its HYPE holdings that can allow excess returns relative to HYPE spot. Similar to any hedge fund type vehicle, PURR has many different ways of generating yield through market dislocations, extracting returns from premiums in markets and partnering with the Hyperliquid team to create a stronger bridge between Hyperliquid and the traditional financial system. 5) The most significant opportunity for PURR leadership will be functioning as a beacon in the decentralized Hyperliquid space to create bridges that would otherwise not exist. Because Hyperliquid has gone about building value in a manner that doesnt have the typical institutional conflicts, many bifurcations exist in the industry that PURR leadership can help bridge. There will be so many opportunities that happen ON TOP OF the Hyperliquid blockchain that need a centralized rallying point that people can acnhor to in order to build partnerships so that the whole is greater than the sum of the parts. PURR has a unique opportunity to function as the rallying point for decentralized players such as the Hyperliquid team, centralized players that enter the space after the work of @HyperliquidPC, the entire ecosystem of traders who actively move large size in the perps market, and the entire crypto industry. PURR has a unique opportunity to connect all of these players to create a whole that is greater than the sum of the parts around the newest financial instrument of perpetuals. If PURR sits at the middle of these relationships and actively facilitates them to further take stakes in other projects built on Hyperliquid or receiving various types of residuals as they build a whole that is greater than the sum of the parts, then they have an opportunity that no ETF can possibly even imagine. Remember, Hyperliquid is a platform that is designed to actually produce cash flow, generate value, and have that value creation directly flow to shareholders in a systematic fashion. This is dramatically different than any other crypto project and the track record of success for Hyperliquid is already clear. As we embark on this next stage of Hyperliquid ETFs, PURR leadership in the system, and integration on the regulatory side through the hard work of @HyperliquidPC, aligning yourself with people who are creating these types of systems will be THE key thing to watch for. opportunity This is a significant opportunity for PURR to provide value that no ETF could provide and this is why I continue to hold my shares in PURR and why I think they have the potential to do significantly more than the market can even imagine. I will continue to share my views in reports on my website and I will explain all of this even more in the livestream tomorrow morning at 8:30am MST. All the links and research for this will be sent out today here: capitalflowsresearch.com/subscribe HYPERLIQUID
21shares US@21shares_us

The 21shares Hyperliquid ETF ( $THYP ) is coming May 12, 2026. See you tomorrow. The Fund is not a fund registered under the Investment Company Act of 1940, as amended (“1940 Act”), and is not subject to regulation under the 1940, unlike most ETFs or mutual funds. An Investment in THYP is subject to significant risk and heightened volatility and is not suitable for an investor who cannot afford the loss of the entire investment. An investment in THYP is not a direct investment in HYPE.

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Paul Brown
Paul Brown@0xQuasark·
Psychedelics are like: "You know all that stuff you're worried about? 𝗡𝗼𝗻𝗲 𝗼𝗳 𝗶𝘁 𝗺𝗮𝘁𝘁𝗲𝗿𝘀. Also, look at that tree."
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Ansem
Ansem@blknoiz06·
if you dont have at least 3 empty water bottles on your desk you're not locked in enough
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Cobie
Cobie@cobie·
if you scared to take a chance, how the fuck we gon get rich?
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Miles Deutscher
Miles Deutscher@milesdeutscher·
The Pokémon market is going absolutely parabolic right now. It would be criminal NOT to use AI to spot money-making opportunities during this crazy bull market. This Reddit user created a Pokémon database using AI - and I can't believe more people aren't doing the same. It tracks your portfolio in real time, hunts local card-buying opportunities, sends you automatic price alerts & much more. Should I make a dedicated YouTube video on how to build something similar? Let me know, and I'll deliver!
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bthoreau
bthoreau@b_thoreau·
@solidintel_x I keep wondering if it’s price action has really just been a more accurate indicator of where economy/market’s real valuation—sans AI bubble/everything else ripping
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Solid Intel 📡
Solid Intel 📡@solidintel_x·
INTEL: Ray Dalio says Bitcoin has failed as a safe-haven asset, trading more like tech as investors sell it for liquidity during stress while gold remains the core reserve hedge
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Hyperliquid News
Hyperliquid News@HyperliquidNews·
The 21shares hyperliquid:native ETF has officially launched.
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bthoreau
bthoreau@b_thoreau·
@mert Damn— hereI thought the whole cryptographic part was supposed to take care of that this entire time
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mert
mert@mert·
phase 1 was making cryptographic money work phase 2 was making it programmable phase 3 was making it scale the final phase will be making it private
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bthoreau
bthoreau@b_thoreau·
@grok can you provide brief analysis on filecoin:native potential use cases and relevance to AI/data
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Morin
Morin@TraderMorin·
How to know if it's a Breakout or Deviation: 👇 P.s use the Weekly 12/25 EMA's for context
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bthoreau
bthoreau@b_thoreau·
@blknoiz06 Feels early, but dapp store has nice potential. AirDrop seemed weak + annoying Activity tracker. Solid phone + integrated wallet is chill. Thought the NFT from preorder would be more important
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Ansem
Ansem@blknoiz06·
how are the solana mobile phones doing?
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