
MLM
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Most people who are active on CT are already in there, but if you haven’t joined my Telegram yet, make sure you do.
t.me/mlmonchain
Most of the info and alpha I find gets shared there first. Free arbs, big trades and liquidations on Hyperliquid, scams, unusual onchain activity, and more. Mainly focused on Hyperliquid.
I’ll keep posting the biggest and most relevant findings here on X, but the main focus will be on Telegram. Join if you want to stay ahead.
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Loracle is still short $30M worth of $HYPE despite only having $10M spot on this wallet 0x8def9f50456c6c4e37fa5d3d57f108ed23992dae
Out of these 2.1M $HYPE ($88,3M) staked in Alphaticks, how much do you think he owns ?
For reference, aHYPE is his own LST (most people aren’t even aware he has one, so I’d guess most of those 2.1M $HYPE are his lol)
0xe44bd27c9f10fa2f89fdb3ab4b4f0e460da29ea8

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Cerebras ($CBRS) can be traded on Hyperliquid as Pre-IPO Perpetual (IPOP) where it's currently trading around $300/share, implying a mid-$80B valuation.
app.hyperliquid.xyz/trade/xyz:CBRS
On Friday, Bloomberg reported that Cerebras is seeking to raise up to $4B in its IPO at roughly a $40B valuation.
Traders on Hyperliquid are pricing it at 2x what bankers are reportedly targeting.
Is this about to become one of the most successful IPOs of 2026?
Citrini@citrini
I think the $CBRS IPO is going to be very successful.
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@citrini @ringwraith10 @tradexyz It’s live on Hyperliquid and currently trading at $298/share, implying roughly a $77B post-money valuation, which is almost 2x the $40B they’re targeting at IPO.
app.hyperliquid.xyz/trade/xyz:CBRS
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@ringwraith10 If @tradexyz can list tokens before they go live with hyperps can’t they do the same for an IPO? I would be down to start trading CBRS rn
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Citron is Short $SNDK — They Don't Ring a Bell at the Top
We don't need Anthropic to announce they're making NAND. Samsung is already the 800-pound gorilla, and they've been running this playbook for 30 years.
While TV pundits pound the table herding retail into cattle cars, Western Digital, the long time investor, sold a significant portion of its holdings days ago, 25% lower.
Ask yourself why. Because they know the cycle is approaching a peak, and they're not waiting for the bell.
The market is pricing SanDisk like it's $NVDA. There's one problem: NVIDIA has a moat. SanDisk sells a commodity.
We've seen this movie before 2008, 2012, 2018. It's never different this time. Memory is a cycle, and cycles peak.
Samsung has a 30-year history of choosing market share over margins. They wait for pure-plays like SanDisk to get comfortable at 50% gross margins, then flip the switch. But this time it's worse. Every $SNDK bull should read attached article Samsung just told the world they won't sell anything under 50% margins and they're moving their best chips into the same premium SSD market SanDisk calls home. They're not just the capacity gorilla anymore. They're going after SanDisk's best customers with cheaper, newer technology. And the only thing keeping supply tight right now? Samsung's temporary yield problems in another product line.
That bottleneck has an expiration date.
With double the capacity of the 2018 peak waiting in the wings, this "shortage" is a supply mirage that can vanish in a single earnings call.
Hockey shout-out: Shorting $SNDK is skating to where the puck is going. By the time the cycle normalizes, this stock will already be much lower. technetbooks.com/2026/02/samsun…
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America's public equity markets stand among the greatest institutional achievements in history. At their best, they combine disclosure, rule of law, broad participation, deep liquidity, and continuous price discovery to allocate capital toward the most innovative companies the world has ever known.
Pre-IPO Perpetuals were built, and are humbly presented, in that tradition: not to replace the IPO process, but to extend market-based price discovery to all participants - issuers, underwriters, and investors alike - in a critically important and historically difficult stage of this process.

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Btw $HFUN is the token of Loracle itself, one of the first legit, strong projects in the Hyperliquid ecosystem.
You can draw your own conclusions about how interesting it is to the founder now… the last X post @hfunlabs was over 4 months ago. Activity dropped sharply after HYPE airdrop at the end of 2024: 68 posts in 2024, just 16 in 2025, and only 1 in 2026. That’s what you’d call a “slow rug” in crypto.
No one should be surprised Loracle deleted his Twitter, it’s been a long time coming. Bro took profit and dipped.
Nothing personal, just business.

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lol @Lighter_xyz definitely uses TradeXYZ as the oracle price for its RWA markets

trade.xyz@tradexyz
The Internal Pricing mechanism will be updated to use an EMA time constant of 30 minutes. This change will go into effect today at 4PM ET and will apply to all XYZ markets. One can expect the oracle to be more responsive, and for the funding to normalize more quickly during internal pricing sessions. To learn more about this change and how the internal pricing mechanism supports 24/7 price discovery, refer to our documentation here: #internal-pricing" target="_blank" rel="nofollow noopener">docs.trade.xyz/perp-mechanics…
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@cryptolala @PythNetwork This is for internal pricing when there is no oracle source
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I cant believe @mlmabc is so dumb, but surely he is just baiting on Lighter peeeps here @PythNetwork is the oracle behind everything
MLM@mlmabc
lol @Lighter_xyz definitely uses TradeXYZ as the oracle price for its RWA markets
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About 3 weeks ago, @GarrettBullish longed roughly $100–130M worth of WLFI on Binance over the span of 3 days, pushing the price up ~30% from $0.10 → $0.13.
At the same time he withdrew 313.3M WLFI (~$32M) from Binance.
0xd1Fc0D21A2122BCb3204e28AC5fC3449EE01f6ee
He still appears to be holding both the 1B+ WLFI perps long (~$100M+) and the spot, while the price has now fully retraced back to where he started buying.
Curious what the endgame is here, or if this eventually ends like his ETH longs, which got fully liquidated.
Like always, not 100% confirmed it’s him since I can’t see the Binance accounts, but based on the execution and activity I’m pretty sure it is.
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HYPEREVM IS NOW ON ARKHAM
HyperEVM chain, which is effectively Hyperliquid’s smart contract layer, is now live on Arkham Intel. This chain doesn’t include live trading activity but does show deposit and withdrawal activity on Hyperliquid, as well as on-chain HYPE holdings.
We’re excited to begin unlocking Hyperliquid data for our users. More to come. Learn more about this launch:

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No one seems to mention Scam Altman’s other company WorldCoin aka World which launched with a predatory low float crypto token $WLD that was on par with SBF / FTX companies.
They have preyed on people from low income countries for biometric data by giving away small amounts of $WLD tokens.
The tech was intended a way to prove you’re a human except it has resulted in a black market for verified accounts.
The token supply inflates at unsustainable levels while insiders regularly OTC holdings.



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