capnpope

@toly @chameleon_jeff @HyperliquidPC @PhoenixTrade he's not gonna fuck you bro

@chameleon_jeff @HyperliquidPC If you enjoy hyperliquid, give @PhoenixTrade a spin

I spent the past few days in Washington with @hyperliquidpc meeting with policymakers during the historic advancement of the Clarity Act. We discussed Hyperliquid, the benefits that it offers to American consumers, and the regulatory path to bring onchain derivatives markets into the United States. Some conversations were technical with an impressive baseline understanding of Hyperliquid. Discussions included how onchain trading is a financial innovation that has clear global user demand. Other conversations focused more on a first principles introduction to defi and the promise of onchain markets. It was encouraging to see bipartisan support for thoughtful regulation of crypto. I look forward to continuing discussions in DC and working hard to make American access to Hyperliquid a reality.

@skewga_capital interesting

Im neutral tbh. Mostly because I think NVDA and TSM are cheap, question is "will higher yields be enough to overpower valuation?". My take is: speculative semis might take a hit while the bigger names consolidate. Bought some NVDA today.

US 10 year yield at 4.55% this morning, not surprising given oil around $100 and no sign of Hormuz reopening. I talked about this dynamic on Substack, eyes on bond volatility and the dollar.

@smileycapital lmfaoo

overly bullish at the bear market rally highs, anon?

@buyerofponzi this is the trade

Which stocks have the best peptide exposure?

@JackPrescottX @DeepValue47 ok i put orders this morning 4.1s , gimme

@JackPrescottX @DeepValue47 gimme summer 4s , i need to 10x my holding

DV47 buys massive $ABCL baggie right before it dumps …

@kidponga @trevor_flipper @EffortCapital probably, but you have heard of me

@capnpope @trevor_flipper @EffortCapital ur like the worst trader on here, maybe u should start to read

Coinbase and Circle have made their move on Hyperliquid. Expecting Robinhood and Paxos to make their move on Lighter.

@Jackkk @based16z what did he use for leverage ? 4.5x seems a little too specific , sorry i only know perps/options

Airmass says anyone can turn $100K into $3,500,000 “I went into $META at the 2022 bottom where it was absolutely obvious and safe. I carried that position with around 4.5X leverage because it was so cheap and it just kept going up in a straight line” “I built that position around $90 and I ended up getting out around $680. With the leverage, that turns into roughly a 30x to 35x return” “If you were a trader with just $100K, which most people can get access to, I don’t care, take out a credit card, business loan, whatever. Anyone can gain access” “So let’s say you turn that $100K into $3.5M in about three years. I believe that beats 70%+ annual returns doing nothing at all, without that grind”

@MurrayHillGuy1 $$$$

Why would a 33 year old NYC Pilates beautiful mid girlboss choose the 38 year old finance guy with sleep apnea and a receding hairline over the 26 year old with abs who runs the West Side Highway every morning?

@0xbaba anything like that for this cycle sir

life changing decision hyperliquid

@blknoiz06 @paik_michael @DancingEddie_ g t e

@paik_michael @DancingEddie_ g t e

finally noticing some fresh new apps hitting the ground in crypto yay

@0xcarlisle goated

Tomorrow might be one of my peak days, Bitwise Hyperliquid etf launching, and iceman. Lord I’m going to be insufferable

@trevor_flipper @EffortCapital didn’t read but ma boi here is wicked smaaht

as someone who owns a lot of lit (down bad rip) i think cb/circle’s hand was kinda forced here with hl. cb had a pretty bad perps product and saw a native hl stablecoin as a big threat given the rapid growth and already ~5b usdc on the platform. “we would rather have 5-10% of a big pie than 100% of a small pie” lighter and circle already work together - definitely not this friendly of a deal tho & then i do think we likely see PAXG/lighter for spot gold on lighter before lighter gets cftc licensing (then obv lighter just has the actually commodities) just as a way in which to start a relationship between the two. i do think there is a world where rh/lighter do partner but if this was the case i feel like they would already be live in Europe so I wouldn’t invest in lit solely on this thesis. my guess is rh doesn’t want to leak that value and until they realize that bitstamp isnt going to cut it and that they cant build it in house then they go after taking a meaningful partnership/stake in lighter. after this - prolly sometime in between - either hl or lighter gets a proper broker partnership and that is where non cyclical flow can come from and create a durable revenue line. i really don’t think lighter has a huge edge in getting these partnerships just bc they are “us” based. it more than likely comes down to bd/ir and economics/revshare

@ExaltedFoks hhehe

@capnpope x.com/exaltedfoks/st…

How is this a +8% news event

@Dogetoshi Goat

Why is Bessent always so photogenic?

@eltoniselton @nativemarkets @AlliumLabs probably 1/5th of what you saying

~$60M acquisition of @nativemarkets based on our onchain data + CRCL multiples yield based gross rev estimate: $4.3M based on $102M supply justifies at least a 10.5x ev/rev similar to CRCL >puts valuation at $45M we added a modest $15M strategic premium estimate > locks Coinbase in as the main Hyperliquid stablecoin partner and removing a smaller but growing threat > USDH supply grew 25% in L3M, 127% annualized > USDH was the only settlement stablecoin of HIP-4 markets which is growing fast > honestly could be a higher premium

@onlytraderock @blknoiz06 ohh, ok then. 100b lfgg

@capnpope @blknoiz06 circulating not fdv

$ZEC & $HYPE are both $100B assets, i do not have time to convince you if you disagree

@blknoiz06 i own a lot of HYPE and am a massive bull, but a 100b fdv is too small of a target . BTC is easily 200k+ next cycle, thats a 3ishx. Meanwhile hype only 2x ??

@capnpope i do not have time to convince you if you disagree