N

@iwantlambo ser gimme invite code to rise thanks

read this regarding how bitmine's bmnp works finally going to get the eth bid we wanted to see

@rbthreek the trade here is kinetiq:native

Yeah aerodrome-finance:native looking REAL good here

@alCamel77 is it time?

@nev2labe waiting to buy after first wave gets rekt

from bukake to maribuzoozoo bacc to bacc like tdg mom we start monitoring for real bukake for real dis time after they spike it to 69.6 or thereabouts (if 😭) hope u collecc yore cheries july coming

@0xMemenk hold your longs

@nev2labe quick 3 R on micro structure trades.

Smol size, small risk. Happy life.

@intangiblecoins @cz_binance @glxyresearch this nigga is bout to slim jeff

CZ on Hyperliquid: “I think the Hyperliquid invention is actually awesome. They occupy a niche that Binance.. cannot compete. They don’t have KYC. They claim they’re decentralized… I would never do what they do, given what I’ve experienced… I assume they have good lawyers.”

@0xMemenk what is this? gold long?

@iwantlambo thougt I was the only degen doing this

let's see if i still know how to topblast shitters

@AndualemReal @valdorian0x will

@nev2labe I dont have balance do u suppprt me bro🙏

disclaimer: im a crypto trader

Best case Warsh signals the end of the war shifts the FED policies to wait and see with a mid to long term focus on lowering rates. Keep in mind Warsh asserted that artificial intelligence will act as a major disinflationary force in the long run. The first FED chair meeting is set for Tuesday. Yields should drop sharply tomorrow due to the peace deal, it will be interesting to see how they continue into the week.

The first time you think you have missed something, when something 'already had its move', has gone too far, is too extended, too high, or too low, it is often only phase one of a much larger move. Major trends rarely make people capitulate immediately. They unfold in waves. First, the person who avoided the move feels smart. Then, as the trend keeps going without them, that confidence turns into doubt. Doubt becomes frustration. Frustration becomes disgust. Disgust becomes pain. And eventually, after enough repeated confirmation, they capitulate and join the trend near the top. "There is nothing so disturbing to one's well-being and judgment as to see a friend get rich." – Charles Kindleberger That rhythm is very painful but holds a core truth, when a big trend forms, when a wide array of people make money in a field or when you feel yourself pushing against an idea simply because you aren't in it... There usually is time to join at first or there will be another opportunity. Being able to let go of ego and join the trend despite the emotional conflict yields very big results. This is especially true for the big trends, the big themes that encapsulate years of growth. (Will this be way bigger/smaller in xyz years?) A few examples to illustrate the point, which logically will have survivorship bias and include failures along the way. On average though, the point stands. Overall the theme remains moat, brand power, switching costs, economies of scale, network effects.. All within real multi-year growth backwinds. People often want the new thing while the new thing is often in one of its first phases.

@eternalsha the fuck you talking

A whole industry will die tonight, never to be brought back again. I don't want that to happen, but it probably will.

longed gold

@alCamel77 tomorrow crime wil be studied

@alCamel77 u shorting space stock camel?

all i gots is drakdoo lmao peak apex predator x.com/i_pally/status…

@0xmank #farming

@nev2labe Yo moviendo 100M de volumen después del AirDrop y perder 6figs en un mes

Nuevo ATH de hyperliquid:native - 76.660$ La única Altcoin mostrando fortaleza de verdad. Si hubieses movido 10M de volumen hace dos años, y hubieses holdeado el airdrop, tendrías +1.000.000$ Gjeff.

@soldatxbt draw the spcx fractal

Remember the last time there was a trillions launch $SPCX

@bubbleboi $KITTY coded

I’m buying a stake in Sanrio, the makers of Hello Kitty. 🐱🎀 This might be the most asymmetric trade in kitty history and one of the most juiciest AI trades there ever was… this cat has nine lives and one of them is as an AI winner. Let me explain.. In 2020 Tomokuni Tsuji the grandson of the founder of hello kitty takes over and becomes the youngest CEO of a listed Japanese company, he immediately pivoted hello kitty away from retail and manufacturing and to a pure IP licensing business. The turnaround story has been absurd. Operating profits went from ¥2.5B to ¥13.2B to now ¥27B from 2022 to 2024, and crossed a trillion yen market cap in the same year, in the first half FY26 sales are up 39.6% at an 80.4% gross margins approaching eighty percent making even Jensen Huang jealous. Now what people aren’t talking about is that AI’s whole value prop is to train on high quality IP and license it at near infinite incremental margin. Sanrio already became that company and no one is going to win the Japanese market without access to Hello Kitty for their world model. In the AI era a character stops being a plush toy and becomes a licensed endpoint. AI companions, generative games, virtual influencers, on device assistants, image and video models that all need pre cleared brand safe IP to plug in. This is the exact path every media company will eventually get forced down. Disney, Nintendo, Warner, all of them will stop making things and become the royalty layer. Sanrio was just the first to realize this. Counter intuitively as AI allows you to generate more and more anime for next to nothing the old classic IP becomes more and more valuable. AI is going to do what streaming did to music royalties but for cute anime characters. And the math behind AI licensing is wild because it’s pure incremental margin. No factory, no inventory, call it 85% flow through. My base case for Hello Kitty is ¥20B in new royalty revenue which is roughly ¥17B added operating profit, about +24% on the ~¥70B FY26 base. My bull case of ¥40B is closer to +50% and gets it re rated from a cute kitty stock to a tech royalty name with a different multiple entirely. And right now is the PERFECT entry opportunity, the stock is down not because of revenue or threats to the business model it’s down because the board delayed FY26 results and stood up a Special Investigation Committee over improper US director comp. This will have limited earnings impact and doesn’t change the core business, the board already got cleaned up. Stock still trades ~21x vs ~14x for the sector so you are paying up, but it has 11 buy ratings and 0 sells with an average target around ¥1,494. AI is going to turn their licensing engine into a royalty API with a bow on it. The scandal is a massive discount to fair value and once in a lifetime buying opportunity. The cat is the moat. But the JPY FX risk is on you. You can pin a pink bow on that and give it to Philippe @coatuemgmt 🎀