Steve

Futures down 1% and the entire timeline is calling a major crash We’re going so much higher lol

@NMTD8 @0xasrequired It’s 100% custodial and the trading happens off chain lol Uniswap doesn’t need kyc because it’s entirely non custodial and doesn’t have paper securities and commodities on it

@0xasrequired If uniswap doesn't need kyc, Hyperliquid doesn't need kyc. It's non custodial and fully on chain.

if polymarket doesn't have kyc, hyperliquid won't have kyc

$hype looks like it’s about to be forced to kyc soon See you at $12 soon

@chameleon_jeff @HyperliquidPC Wen kyc

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.

We talk about this as sadness - I look at this as opportunity -Robots are about to completely revitalize the US industrial base. Why work with Chinese supply lines and shipping costs if Robots can work 24/7 for just the cost of maintenance and electricity?

$AMBA - This $3B edge AI chip company is the silicon that humanoids are going to run on Here's why this small-cap chip pure play is the most asymmetric way to own the next pillar of AI. The AI conversation has fundamentally shifted. Perception AI (2010s) and Generative AI (2020s) both ran on cloud silicon. $NVDA owned both. We are now entering era three - Physical AI. AI with a body. Robots, drones, autonomous vehicles, perception turrets. Figure raised at $39.5B. Apptronik at $5B with Google. Boston Dynamics is in IPO talks at $21-85B. The Pentagon's FY26 budget has a dedicated $13.4B line for AI and autonomy. The Convergence Signal Every silicon CEO is naming the same wave. "The ChatGPT moment for robotics is here." - Jensen Huang, NVIDIA. CES 2026. "Physical AI will be bigger than data center AI by a long shot." - Anirudh Devgan, Cadence. Q1 2026 earnings. "Robotics may be the biggest product category of all time. $25 trillion." - Devgan again. CadenceLIVE 2026. When the people who design the chips agree, you pay attention. The Bottleneck Below the Humanoids Physical AI runs on edge inference silicon. The chip cannot live in the cloud. It cannot be a power-hungry GPU strapped to a battery. It has to do multi-sensor perception, motor control, and real-time decision-making on the device at low power. There are exactly three Western public chip companies that ship this category at scale: $NVDA , $QCOM , and $AMBA. Nvidia Jetson is the early winner. Every silicon category in history has fragmented once it scales. Mobileye won ADAS share from Nvidia after Nvidia had the early lead. Apple won mobile from Qualcomm. ARM took everything from Intel. The Three Reasons AMBA Wins the Second Wave 1. Production proof at the edge. The N1 family is already running in commercial warehouse robotics. CVflow architecture has shipped in 42M chips across 370+ production customer products. This is not a thematic guess. The silicon works at scale. 2. Cooper Development Platform. 200+ different AI model architectures already in production through Cooper. That is fifteen years of software maturity that no humanoid maker wants to rebuild from scratch. 3. Multi-sensor fusion built in. The Oculii radar IP combined with CV3-AD makes AMBA one of the only Western pure-plays that fuses camera, radar, and lidar on the same chip. Humanoids need all three. The Strategic Acquisition Setup On June 24, 2025, Bloomberg reported AMBA had retained bankers and reached out to potential buyers including chip rivals and private equity. The stock jumped 21%. Eleven months on, no announced transaction. Management has consistently declined to comment. The strategic logic has only strengthened since. At ~$3B market cap, AMBA is the only public Western pure-play edge AI vision silicon company a strategic can swallow. Mobileye is locked in the Intel orbit. Hailo is private and Israeli. The list ends there. The Bottom Line Physical AI is the next major AI build-out. Edge inference silicon is the bottleneck layer underneath it. AMBA is the cleanest small-cap pure-play exposure at a multiple that hasn't priced the humanoid wave or the strategic acquisition logic. Positioning early is what compounds, and the chip layer underneath humanoids is where the asymmetry currently sits. I'm distustingly long $AMBA 🫦

@aleabitoreddit @Dog_Ziller Like Apptronik?

@Dog_Ziller I actually think $AMZN for robotics is extremely underrated. Since since there’s immediate practical upside to lower opex + headcount for automation. But for general purpose $TSLA, Unitree, Figure, Boston Dynamics, Agibot, Agility, and others should do well.

“Robotics may be the biggest product category of all time” - $CDNS CEO. “The projection is $25 trillion. The whole GDP of the world is $110 trillion. So this is huge if this happens.” Extremely bullish on robotics/humanoids directionally. But maybe it’s time for $TSLA and America to really start prioritizing how we build it outside Chinese supply chains?

$AMBA rounded accumulation bottom of 4 years Edge ai vision chips which should take off for the robotics wave coming Chart ✅ Narrative ✅ Balance sheet ✅ Send it

@TeddyCleps What do you think happens to their volume after they get forced into KYC since they're basically a CEX trading paper securities and commodities now?

$HYPE is the new binance in terms of market presence In my opinion one of the safest medium-long term bets someone could take in crypto 3 digits is programmed

@CalebFranzen Looks like a gorgeous falling wedge at support to me

FYI: Palantir $PLTR is officially a "sell the rips" stock. It's my largest position. But the trend has shifted. Flat returns YoY -- literally zero %. That might've been the peak. Sincerely, the guy who bought it the day that it IPO'd, bought more in 2021, 2022, 2023, 2024.

$hype is still $40 because it’s a kyc away from being just another cex All dex front ends will be kyc one day especially when dealing with securities But the real goal is to build a high performant pure onchain version Not sure when that tech will exist

Shields up Oil about to rip

@dalibali2 @Michaelrose102 Whats the reasoning you both think that? Thinking about playing $akam earnings after that huge $docn move

@Michaelrose102 agreed

fsly only gets love when there's a scramble. when the scramble is over, theyre the first to get ditched...like a desperate fat girl.

@jiggycapital How you feeling about $akam earnings tomorrow after $FSLY getting crushed?

@JonnyMoeTrades @quagliero @blknoiz06 Yikes

@quagliero @blknoiz06 Ideally both

anybody wanna dm me the sandisk equivalent of the next 12 months?

@iWantCoinNews Wait til you see the $akam chart

$ARM | Breakout after 2 years of consolidation. ☝️

@TheRonnieVShow Saying all software was dead was silly, but the easy to replace shit like Workday is 100% never coming back lol Market was simply lacking nuance on choosing software winners or losers

All SaaS Stocks will go to zero. THEY'LL NEVER recover. Claude will REPLACE them. SOFTWARE is dead.

@firstadopter Robots following too

"The irony is that the cautionary AI bubble crescendo is loudest now right at the beginning of three of the biggest technology super cycles ever" "advent of AI reasoning models enabling vast use case proliferation and productivity improvements while driving exponential token consumption" "Most people who write about this stuff are not technical and don't understand this is happening"

@iWantCoinNews Missing $FIGR

Example of a crypto-related stock portfolio accessible through Jupiter on Solana: $CRCL - Stablecoins $MSTR - Premier BTC treasury company $COIN - Coinbase exchange $HOOD - Robinhood exchange $IREN - BTC miner + AI Energy play Diversify into real revenue making companies!

@RunnerXBT @HyperliquidX Why? If HL forces kyc, whats the difference at that point?

Just need @HyperliquidX to never list and or delist such coins and it will eat Binance alive, just matter of time