Kaizen

Introducing the Kaizen Platform. Access our alpha reports, trading education, and live community in a single interface.

SpaceX is reportedly targeting a $75B–$80B IPO raise at a ~$1.75T–$2T valuation. That would be over 2x larger than Saudi Aramco’s record $29.4B proceeds. The largest IPO in history is just weeks away.

🧵 Thread: Market Recap - May 22, 2026 Markets closed green across the board today, but the tape told a more interesting story underneath. Small caps led. Mega-caps split. Crypto-beta cracked late and a new Fed Chair got sworn in. Here's what actually mattered 👇

We highlighted hyperliquid:native in our Alpha Report #55 on March 12, 2026 when it was sitting around $37. What we reported then: - Arthur Hayes published his “HYPE Man” thesis, setting a $150 target by August 2026 and calling HYPE his largest liquid altcoin bet, driven by 97% of protocol fees going to buybacks and burns. - HIP-3 permissionless markets crossed $1.2B+ in open interest, with crude oil futures doing $1.99B in 24h volume as traders move to Hyperliquid’s 24/7 onchain orderbook during geopolitical volatility. - Even Hayes’ bearish case gives HYPE a $58 target, implying 75% upside, while revenue sits at an $843M annualized run rate and needs only a 4% market share gain to revisit its $1.4B peak run rate.

Kaizen Alpha Report #39: kaizen-gg.notion.site/Kaizen-Alpha-R…

Free Alpha Reports in the Education Tab: app.kaizen.gg

Our research team featured $INTC in our Weekly Alpha Report around $37 on Dec 31, 2025. Today, it’s trading around $120, up over 200% from our report. That’s the power of doing the research before the market catches on. You can now read select Alpha Reports for free below 👇

@thebrianjung @brian_armstrong 👀

Doing an AMA soon with @brian_armstrong CEO of Coinbase. Excited to ask a few questions directly to the boss himself. Come join if you'd like to listen in!

We'll be live in 1 hour for an AMA with Brian! Make sure to listen in on 𝕏.

Start Here: app.kaizen.gg

Introducing the Kaizen Platform. Access our alpha reports, trading education, and live community in a single interface.

Bitcoin has often been the best-performing asset in the 60 days following major global crises, frequently outpacing both Gold and the S&P 500. Across most major shocks in recent years, $BTC has delivered the strongest post-crisis recovery returns: US Banking Crisis: +32% Tariff Shock: +24% COVID-19 Crash: +21% Ukraine Invasion: +15% Read today's newsletter for more updates 👇

Fed rate hike odds are rising with a 0% chance of a rate cut April: 4.1% chance of a hike June: 9.5% chance of a hike

@aave @whop

Introducing @Whop Treasury, with yield powered by Aave. Over 21 million users can now earn on their Whop balances.

BREAKING: $TAO up over 10% today This move traces back to March 20 when Nvidia CEO Jensen Huang reacted to Bittensor’s tech, highlighting it as a global network of computers working together to train AI.

BREAKING: $82B added to the Crypto Market Cap in 24 hours. Here’s some key events for this week: Unlocks: $XPL ~$8M (Mar 25) $JUP ~$8M (Mar 28) Macro: Tue: S&P Global Services PMI Wed: US Crude Oil Inventories Thu: Initial Jobless Claims Fri: MI Consumer Sentiment & Inflation Expectations Full breakdown in today's newsletter below 👇

BREAKING: Cyberattack against American breathalyzer test company locks out drivers across 45 states.

@kaizen Congrats to @kaizen you made our list! x.com/heybeluga/stat…

Crypto's holding strong despite war fears. Over the past 7 days: • $BTC: +9% • $ETH: +14% • $SOL: +12% Markets feared a selloff after reports the U.S. struck Iran’s Kharg Island, a key oil export hub. Oil initially surged on supply fears, but cooled by Monday morning. Stock futures turned slightly green. Meanwhile $HYPE is leading, trading above $39 and up ~27% this week. Despite macro stress, capital is still flowing into crypto. Read today's newsletter below 👇