天外有天,人外有人

Joined August 2023
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New large position in $KSTR, now second biggest after $PURR / $HYPE. Thesis is simple: name a hardware AI enabler in the US/ROW and the Chinese champion version is in this STAR50 index: Cambricon = $NVDA, Hygon = $AMD / $INTC, AMEC = $LAM, VeriSilicon = $ARM etc. China MUST win AI as a number 2 to US: better energy situation, greater robotics deployment opportunity, many billions of Chinese and other people globally will not be allowed to use American LLMs (Russia Iran etc.), they will cheaply distill the leading edge LLMs and be “good enough” cheaper versions. And the US will never allow the leading edge hardware into China in size, so the homegrown champions need to do it. Index is up 36% YTD and flat 5Y; $SOXX up 100%/300% same time frame. H/T @citrini for yet again flagging an undiscovered gem early here. kraneshares.com/etf/kstr/
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Everyone shit speculating $COIN x $HYPE (low probability in my view, not yet ready though it is definitely coming) and missing the real driver behind the rally: validation from the incumbent digital custodian in the world
Exciting launch today: Anchorage Digital's linked staking and trading for Hyperliquid is now live. Clients simply link their Anchorage Digital staking account to any external trading account, no bridging, no changes to custody status, no interruption to staking operations. All HYPE remains in qualified custody throughout. For institutions already staking with Anchorage Digital, it is a straightforward way to put an existing position to work across two dimensions simultaneously. Hyperliquid now commands roughly 40% of all onchain perpetuals volume, generating over $250B in monthly volume and $800M in annualized revenue, making it the largest and most profitable decentralized exchange in the world Institutional demand has followed, and is accelerating. Hyperliquid ecosystem volume at Anchorage Digital grew more than 300% MoM in May, a clear signal that institutions have moved from evaluating the ecosystem to deploying into it. The firms entering Hyperliquid today are not experimenting. They are allocating capital, launching products, and building long-term positions in HYPE, which today surpassed new all-time highs, and the broader ecosystem. Accessing Hyperliquid can get complex for institutions. Disconnected workflows create friction. We solved this by bringing custody, staking, and settlement into a single, regulated platform built to institutional standards. Hyperliquid.
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The fucking ex-big boss of the Boston Fed is shilling $HYPE and you are short, Arthur Hayes believooooor? Hyperliquid
Over the past day the largest trades by volume on hyperliquid were spacex perpetuals, hype, and XYZ100 nasdaq perpetuals. The platforms is migrating from only crypto focused trading to real world asset trading volume. Blockchain trading transparency with 24-7 availability.
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New $PURR interface is BITCHIN 🔥 Hyperliquid
New website - nicer look - more data, including the tokenomics that I've been talking about for a while. hypestrat.xyz/ Hyperliquid @HypeStrat @HyperliquidX $PURR
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JUST IN: 25% of the Mag8 now holds Bitcoin on the balance sheet
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JUST IN: Tom Lee’s $25 billion investment in Ethereum has reportedly grown to $10 billion ethereum:native @TomLeeTracker
Jun 13
JUST IN: Google’s $900 million investment in SpaceX has reportedly grown to $100 billion
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Shitcoin summer is officially back on @AskVenice $VVV
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…
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$HYPE and perps might remain the only game in town
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Binance and Bybit showed you once again today CEXes are not to be trusted. $HYPE has been winning and it will continue to win. Hyperliquid
Due to circumstances outside of our control, we are unable to proceed with SPCXx IPO Campaign. 🔸All locked USDC from participating users have been fully refunded to their Binance Wallet. 🔸 As a token of appreciation, we will distribute a total of $1,000,000 worth of bStocks SpaceX tokens (SPCXB) equally among all participating users’ Binance Spot Accounts by 2026-06-18. 🔸 No need to wait — you can now place whole-share limit orders for SpaceX (SPCX) stock during regular trading hours on Binance. Thank you for your patience and support. For more details, please refer to the announcement👇 binance.com/en/support/annou…
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If you’re not up more than 5% today you don’t want it bad enough
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My mayor’s Muslim My bagel’s Jewish Tonight its only the 1st quarter and we are down 14 and Polymarket says we only have 1/3 chance fuck we are getting beat to a piss Knicks in six
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For people holding $HYPE spot and not 20x leverage with an owner, not renter, perspective: Brian just told you $COIN is serving as a front-end conduit unlocking US volumes into the global perps market, i.e. feeding into volume serviced predominantly by Hyperliquid.
Something that got missed in the noise last week: Coinbase got approved to offer true global crypto perps in the US. This took many years of work, and we're the first to offer this global liquidity to US users. Backstory: For many years crypto trading has been moving offshore because the US didn't have clear rules, and perpetual futures were a superior product that traders wanted but it wasn't allowed in the US. If we're being honest, probably ~half of all perpetual futures volume was Americans using offshore products via VPN with loose KYC controls (an open secret in the industry). Penalties for this were rarely, if ever, enforced, which as you can imagine, was frustrating for us as an American company following the rules. Others set up offshore entities and found ways around it. After dozens of personal visits to DC, and many more from our policy team, I'm really proud we finally got approval to give US users access to true, global perpetual futures. This is important because we'll now see pooled global liquidity in perpetual futures, with the US and international markets being connected instead of fragmented. Coinbase is strongest in the US, and the US is the largest market for trading, so there is now a chance to build a global network effect around liquidity. And US traders can now use these products in a compliant way with a US company, which hopefully provides greater customer protection. Major credit to Chair Selig and Atkins on recognizing the importance of this for US capital markets. And we will keep working to update the system in a compliant way, and to be the best place you can trade.
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BlackRock just tripled the length of the section on Quantum computing risks for $IBIT
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This should be a 10% $KSTR day - insanely bullish news on both demand and supply front
$KSTR should be absolutely flying here. Domestic in-sourcing on AI buildout with $300B of government support? Sheesh
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$KSTR should be absolutely flying here. Domestic in-sourcing on AI buildout with $300B of government support? Sheesh
New large position in $KSTR, now second biggest after $PURR / $HYPE. Thesis is simple: name a hardware AI enabler in the US/ROW and the Chinese champion version is in this STAR50 index: Cambricon = $NVDA, Hygon = $AMD / $INTC, AMEC = $LAM, VeriSilicon = $ARM etc. China MUST win AI as a number 2 to US: better energy situation, greater robotics deployment opportunity, many billions of Chinese and other people globally will not be allowed to use American LLMs (Russia Iran etc.), they will cheaply distill the leading edge LLMs and be “good enough” cheaper versions. And the US will never allow the leading edge hardware into China in size, so the homegrown champions need to do it. Index is up 36% YTD and flat 5Y; $SOXX up 100%/300% same time frame. H/T @citrini for yet again flagging an undiscovered gem early here. kraneshares.com/etf/kstr/
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Coast is clear on $BTC boys - apparently we will never run out of retards to sell $MSTR to
Strategy has acquired 1,550 BTC for $101 million to increase our $BTC Reserve to ₿845,256. We have also increased our USD Reserve by $100 million to $1.0 billion. $MSTR $STRC strategy.com/press/strategy-…
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All the dumb mfs saying “oh Kalshi and Coinbase will eat Hyperliquid’s lunch” - do you fucking understand how liquidity networks? Who do you think they are going to route the front end volumes to? Maybe read about the history of CME or ICE or CBOE before tweeting dumbass takes
Jun 7
Defi Monk outlines why the upside for Hyperliquid is just too big to ignore right now. With the Trump administration tweeting about perpetuals, and giants like Coinbase, Paradigm, and Grayscale deep in $HYPE, he says “the sky is the limit.” Worst case scenario? It stays a “secular grower.” Best case? “This thing becomes like a mega business almost overnight.”
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Damn I didn’t know someone could balance @KyleSamani on his head like that

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This robot is fucking retarded $SPCX
TradeXYZ launched $SPCX perps at $135 implying a $1.78t spacex valuation. price is now $99.50. polymarket "IPO above $135" probability dropped to 20% and falling for 6 straight days. june 11 IPO is the single biggest credibility test for hyperliquid's entire HIP-3 model. if tradexyz price discovery lands within 5% of nasdaq open it validates a $62b/month RWA perp market that grew 857% quarter over quarter. if it misses by 20% the oracle trust assumption behind $3b in open interest gets repriced overnight. first time a DEX has actual skin in a major IPO outcome
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Hunter, the hero we never knew we needed - lines of coke to lines on the @HyperliquidX perp charts $HYPE
Thanks @beeple, I’ve been a fan of your art for a long time. This is my new favorite. When I decided to sell my art I wanted every piece on the blockchain and to accept Bitcoin as payment. “The Internet of Money” by Andreas Antonopoulos really opened my eyes.
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