Rafehyll Capital

9/ Our bottom line. The AI trade is real. The asymmetric alpha has always been, and remains, one layer beneath it — in the physical infrastructure the market still refuses to capitalize properly. You cannot print copper. You cannot print molecules. You cannot scale intelligence without electrons and metals. The supercycle isn't over. It's compounding.. The capital rotation is coming, and rotations of this size do not arrive gently.

8/ Positioning — core book unchanged, conviction higher: Overweight hard assets. Tier-1 copper producers w/ brownfield optionality, diversified majors w/ disciplined capital frameworks, integrated energy names w/ through-cycle FCF & shareholder return programs. The molecule complex. Grains and softs as the food-security expression. Uranium and the nuclear fuel cycle as the only scalable baseload complement to renewables-plus-AI load growth. Underweight unhedged digital duration. Mag 7 CapEx is real and accretive — but the first marginal dollar accrues to the suppliers of atoms, not the consumers of them. Tactical gold. Structural bid intact -> central bank accumulation, debasement hedge, reserve diversification. Near-term, EM official-sector selling to fund energy imports can produce clean mean-reversion entries. This is a decade-long regime shift. It is not a 12-month trade and it should not be sized as one.

Why the Commodity Supercycle Remains the Most Asymmetric Trade This Decade -- (updated May 2026) 📂1/10 The Street remains fixated on the digital layer of AI — model architectures, accelerator roadmaps, hyperscaler multiples. The carry, however, sits one layer below: in the atoms, molecules, megawatts, and metals that allow inference to scale at all.

@KillaXBT Do you offset the funding rate w/ another arb trade, or just accept carry from funding?

$BTC This is the trade I’m planning to take around August/September. Wherever the price may be. The big swing long to new ATHs.

@KillaXBT Most deserved recognition for the rigor put into your analyses/technical breakdowns👏🏼 Significantly enhanced countless features in my own systems; all the praise man!

Crazy milestone... Even if I don’t always show it, I truly appreciate all the support. And I can’t forget the haters 😉 , you guys motivate me to be better every single day. Thank you for 200K! 🎉

@AravSrinivas 👏🏻

With a Mac Mini and Personal Computer, you get to have the ambient software-hardware integration running in your home, but accessible on any interface (phone) to invoke. A lot of people wanted AI-native hardware. But what actually matters is a great orchestra conductor. That orchestrates all devices, apps, models. Continually evolves as you keep using it with better understanding of you and your workflows. And something that you can talk to any interface you like on *existing* hardware interfaces (phones, watches, glasses, etc). It feels a lot clearer now. There's still a lot of work to be done on the continual learning / evolution part. As well as moving some subagents (eg: voice dictation, private data like messages/photos/home sensors) to running locally, orchestration loop running locally, etc. But the vision is clear. We will have hybrid local-server compute. We want orchestration. Not new form factors. And the Personal Computer from Perplexity aims to deliver on this vision. Look forward to an exciting next few months shipping more and more updates! For now, download the Perplexity Mac App and set up your Personal Computer!

@perplexity_ai Max subscriber, signed up for waitlist just now; cannot wait to run this on my Mac Studio Ultra!

Personal Computer securely connects to any folder to search, read, and write files locally. It can access and work across iMessage, Apple Mail, Calendar and other native Mac apps.

Today we're releasing Personal Computer. Personal Computer integrates with the Perplexity Mac App for secure orchestration across your local files, native apps, and browser. We’re rolling this out to all Perplexity Max subscribers and everyone on the waitlist starting today.

@shipper_now @claudeai shipper 🤝🏼 excited to try this out vs Rork

Big news, @claudeai just got a major upgrade today in Shipper, and we're very honoured to present it. From today on, Claude Opus 4.6 can build full-stack apps from natural language. We just launched a full-stack app builder for Claude to: → Turn ideas into apps: website, web/mobile app, extension etc → Code, design, launch, monetize → Do email marketing → Automatically translate its work → Self-maintain the apps it builds Claude's most powerful models can do all the above from a <10 word prompt, for as low as $0.28/app... And it takes minutes! Simply go to shipper, then ask Claude to "create a language-learning app" or "build a SaaS that charges $29/mo"! To celebrate the launch, we're giving away free credits randomly. Repost and comment "shipper" and we'll pick the winners.

@jackzumwalt Been looking for something like this for a long time 🔥

What if TradingView had agents? As an emerging fund manager (and even before that) I spent so much time in TradingView. Having a constant understanding of where the markets were at all times was critical. It was the immersion that made the difference. As active portfolio managers, we are visual people. Having done this for 5+ years, I can visualize old charts in my head. If you show me one, and I've studied it before, I could tell you the asset and the time frame. I got tired of going back and forth from TradingView to @KimptonAI, so we created our own version of TradingView in Kimpton.

@Markets_xyz Markets🫡

Markets mobile app is now in beta. We're opening up limited slots to a focused group of traders. The first users will get a free trade, on us. Comment "Markets" if you have $1m+ volume on Hyperliquid.

@kiyotaka_ai 🔥

We just shipped liquidation heatmaps for every asset on Hyperliquid, including all HIP-3 tokens. You can now see the exact price levels where traders get liquidated before it happens, across BTC, ETH, SOL, WTI, GOLD, SP500, and everything else on the platform. We also surface total leverage across the system so you can gauge how fragile the market actually is at any given moment. If you trade perps or manage risk on Hyperliquid, this is probably the most useful thing you can have open next to your charts.

@MoonDevOnYT Legit stuff man!

The End of the Rigged Game: How I Coded a System to Hunt Whales on Hyperliquid wall street has been holding all the cards for decades while we played blindfolded but hyperliquid just blew the doors off the vault and now every whale position is sitting out in the open for anyone who knows where to look. for the longest time the game was designed to hunt you because the big institutions could see exactly where your stop losses were and when you were about to get liquidated. if you have ever wondered why the price always seems to wick just far enough to kick you out of a trade before reversing then you are finally about to see the machinery behind that curtain i spent years losing money with liquidations and over trading because i was trying to fight a war with a stick while the other side had thermal goggles and drones. the trauma of watching my hard earned capital vanish in seconds led me to a simple realization that code is the great equalizer in this rigged financial system. i used to spend hundreds of thousands on developers for apps because i was terrified that i would not be able to code myself but eventually i knew i had to own the process and learn live on youtube to survive the data is the data and as a data dog i started to see that only a tiny fraction of traders actually take the leap into automation while the rest just keep cranking up the leverage to forty times. it is easy to get blinded by the bag and think you can just work harder or stay at the screen longer but trading is the only job where working harder usually makes you poorer. the more you trade by hand the more your emotions take over and the more you become exit liquidity for the guys who are watching your every move in real time hyperliquid is building the housecoin of all finance by open sourcing the entire financial system so that us normies can finally compete on a level playing field. they have built what i believe is the best exchange the world has ever seen but people are still getting smoked because they are using tools from the stone age. i decided to build an app that lets you see when a specific trader is getting liquidated at one point two percent or one point six percent because that information is worth more than any technical indicator on a chart wall street would never share position data or liquidation levels because that is how they maintain their edge over the retail crowd for generations. they see everything while you see nothing and that is why the house always wins until the moment the game becomes transparent. hyperliquid is a decentralized exchange that is already doing more volume than most centralized platforms because they understood that transparency is the ultimate killer feature. for the first time in history a regular trader can sit at home and see the smart money flows and whale positions that used to be hidden behind iron doors i built the first open data layer for hyperliquid because the standard apis were just too limited for the type of quantitative edge i was looking for. i needed data that updated every single second because if you are watching a whale with ninety million dollars lose it all down to two million you cannot afford to wait. there were no open node providers creating a fast enough layer for developers to tap into so i decided to build it myself and open source it for the entire community. my vision for this system is billions of users and thousands of successful apps all serving a fair and open financial system if you are a developer right now you should not hold your ideas too tight because you finally have the data needed to build something that actually sticks. i grew up in the app store world where i built thousands of apps and only a handful of them actually became successful which taught me to test fast and fail even faster. the data layer is now public on github and it provides access to whale rankings and trading signals that used to be the exclusive property of hedge funds. you can watch the market maker hlp as it grows from a thousand dollars to eighteen million and see every single move they make along the way rebuilding finance to be transparent and fair is the only way we are going to onboard the next billion people into this ecosystem without them getting wiped out on day one. wall street had their turn to run the show in secret and we saw exactly how that ended for the average person who was just trying to get ahead. now it is our turn to build apps that manage risk in ways humans simply cannot do and set intelligent orders based on real time liquidation data. the house is no longer the only one who can see the cards because we are all sitting at the same transparent table now

@josedonato__ Loving your backends, have helped me immensely w/ my macro engine 👌🏼

now that hyperliquid has basically every relevant market, updated the market correlation view to pull data from HL public websocket price derived from (best bid + best ask)/2 on each symbol hyperliquid

@TechWith_Nova Claude

I rebuilt my viral TikTok AI agent with Claude Code in 37 minutes 🤯 A full research-to-brief pipeline that scrapes TikTok, analyzes videos with AI, and generates creative briefs for your clients. All inside Claude Code + Replit. Perfect for creative agencies and DTC brands who want to turn competitor research into briefs without the manual grind. Look, all e-commerce brands & agencies should have at least one person on their team who is their "AI expert" & can vibe-code apps & workflows like this. Here's what the Claude Code version of my TikTok Agent does: → Search TikTok by keyword, date range, and video count → Pull engagement metrics, captions, and thumbnails → Gemini actually watches the video and analyzes the hook → AI scrapes comments for common questions and insights → Generate a full creative brief based on your template + brand bible No watching videos manually. No copying notes into docs. No rewriting briefs from scratch. What you control: - Multiple client projects with separate brand bibles - Your own creative brief template - Which videos to analyze and brief - Full customization through Replit's AI agent Research → Analysis → Brief. One workflow, running a custom, mini-SaaS inside your company I recorded a full walkthrough showing exactly how I built this from scratch. Want the full tutorial? > Like this post > Comment "CLAUDE" And I'll send it over (must be following so I can DM)