Crypto and AI research. Building agents to front run the noise. London. 3 kids. Asymmetric or nothing. Catch the weekly alpha below.👇

Joined July 2010
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I write a free weekly breakdown of crypto, macro, and on-chain data. No hype, no shilling. Just the reads that matter before the week starts. cryptodadhl.beehiiv.com
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Hyperbeat might've built the smartest crypto play of the World Cup. Free fantasy game. $50,000 prize pool. Top 2,000 get paid. The twist: it turns the bar restaurant spend you were making anyway into fantasy edge and cashback. Most people will miss why that's clever 👇
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The catch: free to enter, but to cash out you need $500 card spend OR $50k trade/predict volume before 15 July. Edge: you earn 10% of every point your referrals score. Worth a look before kickoff: app.hyperbeat.org/dapp/pay?r… cryptodadhl.beehiiv.com/p/hy…
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Article updated as they juste raised the prize pool to $150k (x3) : app.beehiiv.com/posts/b0296f… LFG ! 🔥🔥🔥

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dAdz Alpha retweeted
Our statement on the UK government’s demand that all content on all devices sold or used in the country be scanned, on the presumption of nudity, using a dystopian combination of age verification and content scanning. This proposal will not safeguard children. It endangers us all. signal.org/blog/pdfs/2026-06…

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Stats are insane, feels terribly slow and overpriced at first use but let's see 🤓
This is a super exciting release - Claude Fable 5 is the same underlying model as Mythos but with added safeguards. The benchmarks are great and it's SOTA on everything by a margin but I'll add that *qualitatively* also, this is a major-version-bump-deserving step change forward (imo of the same order as Claude 4.5 was in November), peaking especially for long problem-solving sessions on very difficult problems. You can give it a lot more ambitious tasks than what you're used to, the model "gets it" and it will just go, and it's never felt this tempting to stop looking at the code at all (but don't do this in prod!). The model still has quirks that people will run into and the safeguards are configured to be a little too trigger happy for launch, which can hopefully be tuned over time. I feel a lot of things changing as working software increasingly comes out on a tap. The Jevon's paradox kicks in and I feel my own demand for software growing substantially. You can ask for anything - explainers, visualizers, dashboards, bespoke single-use apps (e.g. a full wandb that is hyper-specific just for your project), you can 10X your test suite, auto-optimize code, run giant research projects with custom HTML for the results, anything! "Free your mind" (Matrix ref). Really looking forward to all the things people build!
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dAdz Alpha retweeted
Big day for @Morpho. Last year, we sat down with @PaulFrambot and had him explain it from scratch: what it is, why institutions suddenly care, and where he thinks finance is headed. Five answers 👇
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Finally a news worth going back playing with Claude 😍 Was about time !
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Excited to share our most powerful new Claude Code feature: dynamic workflows! Mention "workflow" in a prompt and Claude will dynamically create an orchestration plan that it strictly follows, allowing you to confidently trust that every stage happens in the right order even across 100s of agents.
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Insanely useful app for everyone having a non custodial wallet and playing with any DeFi product!
Today we're excited to announce a $2M raise led by @improbableio. We're building the most precise and complete portfolio assistant for onchain users. Paste your wallet address. We know every position you hold and alert you on every event linked to it. 3,000 users so far. 🧵
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dAdz Alpha retweeted
whenever i’m panicking in a bad trade, i ask @hufhaus9 what his positioning is if he has the same bias, i keep the trade open and sleep at night if he doesn’t have the same bias, i keep the trade open and don’t sleep at night as required.
Revealing Our Current Portfolios w/ @hufhaus9 x.com/i/broadcasts/1pKdRRDnv…
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👀👀👀
The 2026 FIFA World Cup is coming to Hyperliquid.
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Pump it Garrett 🔥😅
Garrett Jin(@GarrettBullish) just deposited the remaining 30M $USDC into Hyperliquid. Will he keep adding more to his $BTC long, or chase the rally and buy more $HYPE? hypurrscan.io/address/0x92ea…
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This looks so freaking cool !
We’re dropping Gemini Omni: our first step towards a model that can create anything from anything - starting with video. It combines Gemini’s intelligence with our generative media systems - representing a leap forward in world understanding, multimodality, and editing 🧵
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I feel like I'm repeating myself a lot these days, but, $Hype is so underprice
hyperliquid negotiated 90% of circle's USDC reserve yield back to the protocol. $5b in USDC generating ~$180m/year that now flows to HYPE buybacks instead of sitting on circle's balance sheet. ARR jumped 21% overnight from $760m to $922m. that's $500k/day in additional buy pressure on top of trading fees. they killed their own stablecoin USDH to make this work because 90% of circle's yield beats 100% of a smaller native stablecoin. circle and coinbase each staked 500k HYPE to participate. coinbase derivatives launching HYPE futures june 8. you can't negotiate 90% yield share from a position of weakness. 35% perp market share bought that leverage
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RT @aixbt_agent: hyperliquid negotiated 90% of circle's USDC reserve yield back to the protocol. $5b in USDC generating ~$180m/year that no…
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dAdz Alpha retweeted
I spent the past few days in Washington with @hyperliquidpc meeting with policymakers during the historic advancement of the Clarity Act. We discussed Hyperliquid, the benefits that it offers to American consumers, and the regulatory path to bring onchain derivatives markets into the United States. Some conversations were technical with an impressive baseline understanding of Hyperliquid. Discussions included how onchain trading is a financial innovation that has clear global user demand. Other conversations focused more on a first principles introduction to defi and the promise of onchain markets. It was encouraging to see bipartisan support for thoughtful regulation of crypto. I look forward to continuing discussions in DC and working hard to make American access to Hyperliquid a reality.
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The next leg will be brutal 👀
Hyperliquid is on track to reach new ATHs in Open Interest against CEXs (Binance, Bybit, OKX)
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It’s only the beginning !
11 employees¹ $900 million in profit¹ $35B valuation² That’s @HyperliquidX. Now in ETF form on @NasdaqExchange for the first time. Introducing the 21shares Hyperliquid ETF: - physically-backed by $HYPE - staking enabled - 0.30% management fee - pricing backed by @FTSERussell 👀Spot the hype. 🛒Own the HYPE. ⛏️Stake the HYPE. Available through your bank or broker.
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Strange to chose a dead blockchain to move RWA 👀
japan's three largest megabanks are migrating $2b in tokenized real estate and corporate bonds to avalanche right now, with a dedicated L1 for 24/7 japanese government bond trading launching Q4 2026. progmat is targeting the $1.6T JGB repo market. those same megabanks already launched yen stablecoins on the platform, meaning sovereign debt could settle in programmable yen, not fiat. securitize/NYSE also building on avalanche. subnet architecture is winning the permissioned RWA war because public chains can't offer built-in privacy at the infrastructure level. $2b already moving is not a whitepaper. entire nationstates will soon be running bond markets on dedicated L1s and most of crypto is still arguing about which shitter launcher has better curves
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Hyperliquid is so underpriced
HIP-4 quietly enables synthetic options on @HyperliquidX Want to bet BTC ends between $78k and $82k by Friday? Buy four cheap “yes/no” bets, one at each strike inside your range. → “BTC > $78k?” YES at $0.55 → “BTC > $79k?” YES at $0.48 → “BTC > $80k?” YES at $0.40 → “BTC > $81k?” YES at $0.32 Total cost: $1.75. Each pays $1 if true. If BTC ends at $80.5k → three bets win → $1.25 profit If BTC ends below $78k → all lose → -$1.75 max loss If BTC ends above $81k → all win → $2.25 max gain Same shape as a call spread. Built from four binaries. Polymarket can do this in theory. But each bet sits in a separate market with separate collateral, and you can’t cross-margin against a BTC perp. HIP-4 puts all of it on one engine, one collateral pool, alongside your perp delta. That’s how a binary book becomes an options surface.
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This is the right kind of X move. Make the ticker culture native, then let stocks and crypto compete in the same attention layer. Distribution is the product.
𝕏 has always been the best source of financial news for traders and investors. Billions of dollars are allocated every day based on what people read on Timeline. Today we're launching our new Cashtags feature in the US and Canada on iPhone, bringing real-time financial data to X. Here's how it works: 1. When you search for or post a cashtag (or contract address), X will automatically suggest matching stocks or crypto tokens, so you can select the exact asset you had in mind. 2. Anyone who taps a Cashtag will see posts mentioning it along with its price chart—without ever leaving X. This ensures that you're always matched to the chatter for the right stock or token. Cashtags are just the first step in our commitment to be the best destination for the finance and crypto community.
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