Georgii Verbitskii

@SahilBloom so true especially in trading

Major cheat code for life: Increase your recovery speed. You will get rejected. You will lose money. You will embarrass yourself. The goal isn't to avoid the fall. It's to shorten the time between the fall and the reset. The ultimate life hack is the ability to quickly reset and recover. From a poor decision. From a bad interaction. From a missed workout. From a bad day. You can start over whenever you want. You can't always control what happened, but you can control how long you carry it. Fast recovery compounds.

@TomthunkitsMind @grok is it true?

The War Soup just got thicker. RUSSIA GAVE IRAN FOUR S-400 AIR DEFENSE SYSTEM BATTALIONS. Now, every $100 million, Israeli & US F-35 Stealth Bomber Jet can be tracked in real time. They’re no longer invisible. These complete S-400 battalions come with 8 launchers, each with 4 missile canisters, and 512 assorted missile types.

Great article, totally agree

@hanzceo @ChinaFudYing clearing (HL) have to the risks, and liquidate to the order book using market prices

@ChinaFudYing you know that you only win when other lose, right? so when the counterparty do not have any more money, you can't earn any further. thus the position must be closed

Hyperliquid atomically closed my oil long 💀

@ChinaFudYing not fair practice HL shoud liquidate to an orderbook, not taking profits from the counterparty

that is not about sellers, afaik this happens when someone on the other end is liquidated HL Provider takes over its position and than if its too late and HL Provider holds negative pnl they just settle it not on the market prices, but with prices to avoid loss, therefore taking profit from pnl on the other side. Which is a bit unfair, because hp provider benefits from liqidations, but passes risk to the completely random unaware user

@abcampbell It’s a feature not a problem, if there is no sellers left they have to close the position or they are taking on the directional risk themselves

Hyperliquid has to solve this problem.

@abcampbell autodeleveraging 👎

Personally I think the BTC dev team will handle the quantum compute threat well. More on this in my comment to CoinDesk: coindesk.com/business/2026/…

Shared my view on where Bitcoin price action could be headed next with @DecryptMedia. Thanks @0x_exitnode for including my thoughts in the article: decrypt.co/357025/bitcoin… How low do you think BTC can go this year?

@ZeeContrarian1 agree with you that thesis has weakened, but it's too early to disregard it completely, imo btc had tremendous grows in 2023,2024, 2025 this year, yes - looks like 2018/2022 gold had also been unpopular during some periods, but catches up eventually

Is Bitcoin doing what it was supposed to do? Over the past few weeks, I’ve been asking a simple question: Is Bitcoin doing what it was supposed to do? When I asked publicly whether there is a reason to buy Bitcoin right now, I didn’t get answers. I got ridicule. Not a single serious attempt to engage with the question itself - just variations of “you’re stupid” and “you don’t understand.” That reaction alone is worth pausing on. Throughout history, when a thesis is strong, it can tolerate scrutiny. When it becomes fragile, questions feel like attacks. I’ve seen this pattern before. I saw it when I questioned NFTs. I saw it when I questioned @chamath SPACs. In both cases, skepticism was treated as ignorance - until reality caught up and the certainty evaporated. So I want to lay out my thinking clearly, without slogans. Bitcoin was originally presented as several things: •Peer-to-peer electronic cash •A hedge against monetary debasement •A store of value outside the system •An asset that benefits when trust in institutions erodes Some of these promises worked. Some didn’t. Bitcoin is still censorship-resistant. Self-custody still matters. That part of the design functions. But as a medium of exchange, it failed. It’s slow, expensive during congestion, and too volatile to price real economic activity. Almost nobody uses it that way anymore. As a hedge against inflation or systemic stress, the evidence is weak. In practice, Bitcoin has behaved like a high-beta risk asset - rising with liquidit y and falling when liquidity tightens. It has sold off during precisely the macro conditions it was meant to protect against. As a store of value, it remains unproven. A true store of value needs stability across regimes, broad social consensus, and low reflexivity. Bitcoin today is still narrative-driven, liquidity-dependent, and reflexive. That doesn’t mean it can’t become a store of value - it means it is not one yet. The most common remaining argument is scarcity: “Only 21 million, and nobody can take it from you.” Scarcity alone is not an investment thesis. If it were, every rare object would be money. A real thesis requires answering harder questions: •Who must buy next? •Why must they buy? •Under what conditions do they stop buying? Most Bitcoin arguments no longer go that far. They stop at belief. I’m not saying Bitcoin can’t go back to all-time highs. It might. It might not. Markets don’t owe anyone a return, and past narratives are not contracts. What I am saying is this: Until the thesis is rebuilt on something other than faith, Bitcoin is not a buy for me. That view is not anti-Bitcoin. It’s pro-thinking. I’m open to being proven wrong. I always am. But conviction without a model is just identity, and attacking questions instead of answering them is usually a sign that something important is breaking underneath. So I’ll keep asking the same question - calmly, without slogans: Is Bitcoin doing what it was supposed to do? And if the answer changes one day, I’ll change with it.

This is what a broken thesis looks like. Interesting how the two lines started to diverge last summer — right when Twitter was full of posts about this “perfect correlation.” Everyone was sharing M2 charts saying “BTC just follows liquidity with a lag — no need to think.” Turns out, it wasn’t that simple.

Market is rough right now. To support the TYMIO Yield community, we’re temporarily cutting the app fee to the absolute minimum — so you keep more of what you earn. That boosts net return per trade by +20%. Example: Buy order: 10 ETH @ 2,200, 10 days Net return before: $530 → now: $636 Let’s get through this part of the cycle together — staying disciplined and keeping capital safe from liquidations, like we managed to do in 2022. The #1 objective is simple: preserve capital. TYMIO is your reliable partner on that path. P.S. The improved returns are live for everyone starting today. Check it out: app.tymio.com

Looks like a fun Monday ahead — and pretty much across all markets. Silver just printed a textbook blow-off top: a parabolic move higher followed by a sharp vertical drop on heavy volume. That’s what late-cycle euphoria unwinding usually looks like. Volatility isn’t over. The market is digesting excess.

This year in crypto may end up looking more like 2018 or 2022. The four-year cycle hasn’t gone anywhere. Right now, it’s not the best point to short BTC or aggressively cut positions — there’s still support below. But risk management still matters. If a 2022-style scenario would seriously hurt your portfolio, reducing exposure and waiting it out is a reasonable move. Just my view. P.S. If the current chart pattern plays out and the decline continues, the next technical target implied by this structure sits around $60K.

BTC didn’t reach $180K last year — but that doesn’t mean the story is over. Bitcoin still has a role as a long-term macro hedge, even if strengthening that position takes longer than many expect. Shared my perspective in Forbes 👇

@MarketMovesMatt you can do strategy number 2 (cash secured put selling) with @TYMIOapp There is no such big profits as described in the this post, but in general this strategy is really good for investors

If you’re choosing what to hold in 2026 — Bitcoin or gold — the answer may be both. Both play a role as hard assets — something @CathieDWood has been emphasizing for years. Shared my take with Akash Girimath at @decryptmedia. Full article 👇