R

@coinbase @HyperliquidX why can't I stake hype as a coinbase customer?

Today we’re expanding our support for @HyperliquidX by becoming the platform’s official treasury deployer of USDC. Onchain markets operate 24/7 and require collateral that is always available, instantly transferable, and deeply liquid - USDC delivers exactly that. Alongside this, we’ve also significantly increased our position of staked HYPE.

@Pentosh1 @Bitcoinvics A lot of unemployed people showing their ass with AI. The enterprise level adoption I've seen at my CRE firm is extraordinary. Nonstop efficiency gains.

@Bitcoinvics Holy shit this is such a dumb reply lmao Here’s a few things I know are true based on this reply. 1. You’ve clearly never built anything with Claude 2. You’re sidelined 3. You’ve not paid attention to anything at all and are stuck in 2024 talking points

Have said this for a year now. But if you aren’t trading stocks you’re doing yourself a huge disservice. There’s going to be a few big boom and bust cycles. It’s going to be volatile so be warned. but AI is going to revolutionize every part of our lives. From agriculture and health/medicine, to general businesses , space travel, defense, robotics and anything you can possibly imagine. We are only in year 2 of this. It’s like finding crypto in 2014 in some ways.

@CryptoParadyme Dammmmm

Wish I could say I held.

@Globalflows Is it too late

My oracle thesis is here You need to be proactive to understand the skew before it takes place so you’re not chasing open.substack.com/pub/capitalflo…

@BullyEsq I know people studying for the CPA who think its not going to be reliable

@suitedupwook Lmao no "good deals?" My dude AI is the next industrial revolution and we are on the starting line. This is real.

classic twitter furus making big bets in this tape they gamble with your engagement and your money dont listen to them. markets have stalled, momentum is lost, and there are no "good deals / fat pitches" out there today. sometimes you need to sit back, and preserve capital

@CryptoYak Still like xpev?

no one holds enough $meta i cannot stress this enough

@StaniKulechov yea massively down in price. Wtf

Massive.

@CryptoParadyme Did u do it

may do something dumb and short silver at $73

@NullFUD Voyg

list every significant space stock that u know of please, doing research thank you!!!!!!!!

@CryptoParadyme Check ARM again it's looking loco

best part of tendo being gone is i can talk smack about him bullposting $COST and i was like nah fam (he's still gonna win long term)

@oldarmy1 They blocked it

As soon as I saw Bond wasn’t coming in I told everyone it would be a miss. This guy duck hooked one against freaking Samford last week. You made your bed with Bond. Go ahead and stick with him, and then get it fixed this offseason.

@themarketradar That's actually a best case scenario for rational investors to DCA for the inevitable next leg upwards

The worst thing that can happen here tbh is months of chop. Leveraged normies cooked in the process, but price doesn’t actually go anywhere. Hope that’s not the case, but as long as we’re in Risk-Off it’s possible.

@kellyjgreer What are you liking

Q3 earnings vibe check. some of you need to prepare yourselves for this to not be a bubble Meta, Msft, Google raised capex guidance significantly today, again, cloud revenue is still growing 30% plus yoy, massive contracted backlogs for the CSPs Vertiv, GE Vernova beat with 30% and 12% yoy rev gains respectively (GEV is supply constrained and has the largest backlog they've ever had)

@themarketradar Uh its been shitty most of the year and the market it still ripping higher

Bitcoin price action has been telling you something, are you paying attention?

@CryptOrca This is fake

@suitedupwook Except financials aren't breaking.

@Globalflows Inventory is exploding. The market is signaling right now a lot of these values aren't achievable

People in the market and economy under appreciate how much more unaffordable housing can get They see historic extremes and FEEL things aren’t right without thinking about the scenario analysis Let me assure you, housing affordability can get MUCH worse from here

@kellyjgreer In other words, all-in Crwv

$CRWV, $60bn mcap, 470MW of active power and $2.9bn of quarterly capex just had a larger impact on $NVDA -0.9%, $CEG -3.2%, $GEV -3.5% etc post earnings today, than any other capex spender this cycle, e.g. $META, $2trn mcap, 2GW+ of active power and $17bn of quarterly capex

@CryptoParadyme Aww yes. Guess I need to read his book again

@robert6795 you mean livermore?

Probably taking some profits in this box multiple levels of interest. yVWAP 1STD Yearly Open 1.618