redemption arc | @onchaintrench | @espadaonchain
Joined October 2023
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I’ve seen a lot of people asking why HyperEVM NFTs feel lifeless because floors look flat, volume’s dried up, and nobody’s bidding.
to me, that’s not a sign of weakness it’s exactly how these rotations always play out.
The first thing people ignore: there just isn’t much free HYPE in circulation.
straight facts is that 43% of HYPE is staked or locked that’s about 144M tokens completely out of play.
on top of that, the assistance fund has already bought back ~29.8m HYPE, cutting float even further.
so when people complain that there’s “no demand” for NFTs, the real issue is that there’s no circulating supply to drive it.
now you might be wondering where the liquidity is going,
It’s not like the money disappeared. It just rotated somewhere else.
Hyperliquid did ~$400b in perp volume last month, traders are glued to leverage.
meme coins and seasonal farms are pulling in flows.
people are parking HYPE into protocols like Kinetiq to chase points instead of art.
If you’re wondering why NFTs feel starved, it’s simple: capital is tied up farming.
cycles are always the same and every market rotation follows the same script:
perps print the early winners, memes run wild, point farming looks like risk free upside and then, almost like clockwork, NFTs catch the final euphoric wave.
I’ve seen this happen across chains ETH, Solana, Base and Hyperliquid won’t be any different imo
pardon the long read but cycles don’t explain themselves in 280 characters.
if you’ve made it this far, you’re already ahead of the rotation.
hyperliquid wasn’t originally designed as an NFT playground it was built from the ground up for perps.
that's where the product shines, that’s where the culture lives, and that’s where liquidity naturally flows first.
it makes perfect sense that perps, memes, and farms are eating all the attention right now.
but cycles don’t end there, they never do and eventually, the excess capital looks for a new frontier and on hyperliquid, that frontier is NFTs.
with nearly half the HYPE supply staked or locked and floors sitting at cycle lows, the setup is asymmetric.
when the rotation hits, it won’t be gradual, floors will reprice fast, and the same people ignoring NFTs today will be chasing them tomorrow.
That’s why I’m not waiting for volume to prove itself.
Projects like @catbal, @HypioHL, @PiPonHL, @tinyhypercats , and @baldbrothers_ are quietly bringing culture and volume into the ecosystem, even while the broader market is distracted by memes and perps.
pair that with nearly half of HYPE locked or staked, and you have an ecosystem where supply is tight, floors are cheap, and cultural projects are laying the foundation for the next leg up.
Hyperliquid NFTs will have their moment. The only question is whether you’re stacked before it starts. God willing i become a whale and sweep my favorite collections kek
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this is ansem’s wallet icl everything else you see on the timeline is fake
5uzZJbnSPAWGUjHyDuCBMtFgnAgNEWGrf2fvyKxG43Db
Jun 9
bought a few memes on solana for first time in over a year
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sometimes i wish i took trenching seriously back in 2024/2025 and now it’s june of 2026. i did fumble a lot of generational opportunities because i failed to tighten my execution, expectations and skillset
it’s nice to say that i have indeed come a long way and have acquired some good amount of experience and skill but truth be told, i am not even close to where i want to be in life and in my trading career
i mostly have 2 problems and those have sent me faster to get rekt overtime. the 2 being;
> hoping for a good trade after doing my dd and seeing the risk/reward favors me and not taking any profits for myself when i’m up a decent %
> not cutting/derisking when my thesis has been invalidated and round tripping instead
this isn’t the first time i will say my discipline is broken and maintaining it is one of the very hard feats in trading, investing or life in general. yet some folks have been able to silence and overcome greed because it’s what breaks discipline in this arena
i don’t have thick skin to gamble and yet i do and that’s not because of my ego but because of the urge to make it all back and prove to myself and everyone that i can redeem myself. so i punt and punt and lose until i get rekt and that’s foolish
the reason i’m typing all this out is because after zeroing out, i was scared to ever go to zero, and now i’m mostly retaining the very small capital and being too picky with what i touch. so it doesn’t cost me another mistake internally
i’m honestly not gonna force anything, most especially the market because it put me in a loop of making profit, losing profit, then break even, profit, negative, zero
i’m learning from my mistakes so late and it’s causing me to be lose, learn, make some, take the next risk, either win or lose and go higher or lower, learn , next risk, win or lose and go higher or lower, adapt quickly and the cycle repeats
i’m going to continue enjoying the process and learning while accepting that in the past i was a softie without edge and now i will make the most out of every opportunity given to me in the present, without focusing on the end result or past, and keep doing my best to survive and win and win and win and win and win over and over again
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stick to your thesis, stay patient and improve yourself on the daily
do yourself a favor by not over analyzing everything if your favorite plays go down, we’re in the bear
don’t over trade/gamble. bears prepare you for the bull and remember lots of skilled folks are trying to take your money from you. don’t let them
überleben
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missed a runner because your funds were on the wrong chain?
@covetrade lets you trade across chains from telegram using USDC
> no bridge
> no headache
t.me/cove_trading_bot?start=…
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i refuse to conform with the assumption that progress is linear because history says otherwise
in 1914, explorer ernest shackleton set out to cross antarctica and his ship got trapped in ice and was eventually crushed
for nearly 2 years, survival became his major objective. yet Shackleton didn't lose a single man because nderstood something a few people didn’t:
when conditions change, your goal changes
you see, sometimes growth isn't always about making money rather, growth is about staying alive. winning isn't about advancing or taking 1st place but preserving yourself until the opportunity returns. that’s just how i see it
the same applies to trading and life
you can be fighting battles nobody sees (family issues, financial stress, mental pressure, health problems) while still trying to improve your craft
not every season is for aggression. which is why it’s best not to compare yourself to others players. your story and theirs are different
some seasons are for survival, observation and staying in the game
the people who last the longest understand the difference
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note to self: the market is only one aspect of life and a lot of people spend years chasing better entries, better systems, and better risk management while neglecting the person executing those decisions
i've come to realize that becoming better at life often makes you better at trading
so from time to time, i'll share thoughts on discipline, adversity, relationships, ambition, history, and personal growth because balance matters and the quality of your decisions is often a reflection of the quality of your life
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starting a telegram channel 5 weeks ago has unironically refined the way i perceive onchain markets. prior to it, i was merely participating in the flow of information; now, i find myself studying the architecture beneath it - attention cycles, liquidity migration, narrative acceleration, social signaling, and the behavioral reflexes that ultimately shape market reality
if you ask me, running a personal channel or a sort of journal forces a different level of awareness onto you
it makes your thoughts become documented, convictions testable, and also makes your observations to be archived in real time
over time, you begin recognizing the difference between genuine conviction and emotional participation, between disciplined positioning and reactive chasing, and between sustainable attention and temporary noise
it has made me substantially sharper; not solely in identifying asymmetric opportunities, but in understanding how collective belief materializes and how perception itself becomes a tradable asset onchain
watching concepts evolve from obscurity into consensus in real time is fascinating
some narratives emerge organically, some are manufactured, some become cultural moments, and some simply become exit liquidity disguised as belief and i fell for this when i believed memes could thrive alongside infra/utility plays on base
building publicly has also created an iterative feedback loop for my own growth: you post a thesis, observe behavioral response, study what validates or invalidates it, then refine your framework accordingly. that process compounds rapidly
despite still being relatively undercapitalized compared to the scale of my convictions, these past 5 weeks have already become one of the most valuable experiments i’ve undertaken within this space. more importantly, it has gradually attracted sharper individuals into my orbit. people equally interested in understanding the mechanics beneath the surface rather than merely gambling on outcomes and some other people i highly revere onchain
5 weeks ago, this was simply an idea
now, it feels like the early formation of something with real asymmetrical potential
i’ll continue sharing my thoughts, observations, and progression publicly in my channel. if you’re genuinely interested in watching that journey unfold in real time, you’re always welcome to join me there
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one thing i’ve realized very quickly is that trading is less about being “right” all the time and more about surviving long enough for your pattern recognition to mature
some of my best observations came from mistakes: buying too late, misreading sentiment, overestimating conviction or watching good ideas get distorted by attention dynamics
but strangely enough, every mistake sharpens your understanding of how this environment actually functions
the market begins teaching you that timing matters just as much as thesis and that attention can manufacture reality
and most importantly that emotional discipline is probably one of the rarest edges in this space
i’m still learning in real time, but i think documenting the journey publicly has accelerated that learning curve massively.
there’s something powerful about building in public while your framework is still evolving ^^
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Solzoot retweeted
May 25
If you bought hype yesterday at $55 you would have outperformed 6 years of holding Ethereum
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been hyper bullish on $hermesOS for quite some time now and have spoken about it extensively within my telegram channel, but this is my first thesis post outlining why my conviction here is unusually high
after thoroughly researching the entire hermes stack, it became increasingly evident that $hermesOS is one of the most materially mispriced ai infrastructure plays currently available on the market
hermes agent, developed by @Wayland_Six, has rapidly emerged as arguably the dominant open source agent runtime within crypto native ai
stats:
> 100k github stars
> persistent ai twitter mindshare
> massive inference demand
> rapid usage and discussion velocity
hermes recently surpassed openclaw on openrouter usage and now processes some of the highest inference volumes among open source agent systems
however, after digging substantially deeper into the stack, it became clear that the more compelling opportunity does not necessarily reside at the model layer itself but rather it resides one layer above it
which is precisely where hermesOS enters the equation. because the reality is straightforward:
the overwhelming majority of people observing the hermes narrative unfold cannot actually deploy, configure, or maintain these agents themselves
self hosting hermes remains operationally cumbersome for the average user because most users are simply not allocating entire weekends to manually wire together autonomous agent infrastructure
hermesOS attempts to abstract autonomous agent infrastructure
and importantly, $hermesos benefits directly from hermes becoming larger without needing to compete against hermes itself. that is the asymmetry most people are missing
the bigger hermes becomes, the larger the potential funnel for $hermesOS becomes automatically
then the integrations strengthen the positioning even further
already being integrated into hermes means streamlined access to hundreds of models through a single provider layer
bankr already supporting hermes natively means hermesOS is not just positioning for personal assistant but rather positioning for autonomous onchain agents capable of:
1/ execution
2/ swapping
3/ wallet management
4/ monetisation
5/ autonomous economic activity
and at current valuation levels you can understand precisely why i am so bullish on $hermesOS
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re: @SharkSociety_ thesis for a stronger standpoint on hermesOS
May 22
$HERMESOS The only real builder project in crypto for Hermes (n1 Github infra currently) - the next Openclaw/Moltbook? @HermesOScloud
0x95ccfD2B81A9667b0Cc979992632F98fc853EBa3
- Hermes: Hermes Agent is already the #1 open-source agent by inference volume (271B tokens/day).
$HERMESOS removes the biggest pain point
(self-hosting/DevOps) with 2-minute cloud deploys → 730 agents already deployed, and the number is growing fast.
feels $gitlawb @gitlawb like, actual people using the tech, very rare in crypto -> price is lagging usage momentum.
USERS IN CRYPTO ARE EXTREMELY RARE.
See image I attached as proof.
Venice.ai is the perfect narrative partner. Privacy-first, uncensored, Erik Voorhees-backed inference layer sitting at $800M MCAP.
The dev @Wayland_Six is actually followed by @ErikVoorhees, and they just integrated @AskVenice.
A single @AskVeniceAPI key can now power a fully multimodal HermesOS agent. Sick.
$HERMESOS has the deepest, native multimodal integration, one API key = image/video/music/voice persistent agents, directly integrated into Hermes by @NousResearch. Beautiful integration of @AskVenice into the number 1 agent in the world @ErikVoorhees.
The Venice team is actively engaged (CEO Head of API interactions).
So there are multiple angles:
- Only actual builder project on the n1 agent in the world Hermes by @NousResearch
- Integration with the n1 AI project in crypto @AskVenice @ErikVoorhees (and Integration of $VVV into Hermes by @NousResearch )
- Base Agent meta
- The 1 day fly projects will die soon on @base, people start believing in builders again
- Perfect chart
- Moltbook Playbook 2.0 in motion. @moltbook (agent-only social network from OpenClaw) went parabolic on real agent usage, just as @openclaw.
There is only 1 project building on Hermes, you guessed it @HermesOScloud
- OpenHuman drama is free marketing
The recent OpenHuman non-endorsement shows Shark we are gonna pivot to real builders on @base soon enough.
@Wayland_Six has been building on top of Hermes agent by @NousResearch for months now. They are not affiliated, but builders respect builders, who knows, maybe they collab or something, you never know.
All recent agent meta plays on @base have been 1-2-3 day flies mostly.
I think people start bidding more recent projects with builders building last 1-2 months. Anything much older has too many bagholders and might not fit the current narrative/meta/developments in the agent/AI scene.
- Low MCAP vs. upside
Solving the exact flywheel problem (easy deploy → Venice private inference → on-chain execution).
Even capturing a small slice of the agent hosting market = violent upside. 800x discount to Venice itself.
Moltbook also ran into 100m on basically nothing. This has a bigger MOAT as it uses actual tech.
Roadmap is loaded and already delivering :
- Agent templates
- operator revenue sharing,
- paid APIs
- shared learning network.
Real product real traction = organic virality
Leading OpenRouter rankings, one-click Venice setup, and fully multimodal agents in the cloud.
Normies can finally run powerful autonomous agents without tech headaches.
Timing is perfect: Agent narrative privacy/uncensored AI Base chain momentum builders over 1 day fly launches.
$HERMESOS is the quiet infrastructure layer that powers the next wave.
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if the founder of venice loves hermesOS i see no reason why i shouldn’t be bullish.
Apr 13
hey Ash... can u follow me so I can DM, want to discuss Hermes OS and Venice
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been using @covetrade
you deposit USDC once and can trade across multiple chains without needing separate gas tokens or bridging every time. super simple and effective way to trade in these times when there are multi chain cooks
the real edge is how much friction it removes from execution
which means:
no switching into different gas tokens, no waiting on bridges, and no breaking your flow when market is moving fast
everything runs off one unified USDC balance, so you’re just focused on entries/exits instead of chain logistics
on top of that you get
> cashback incentives (up to ~30% if you use my KOL ref)
> potential fee reductions when using partner links
> optimized routing for faster execution across chains
> non-custodial setup via @privy_io so funds stay under user control
> transparent cross chain fee model to handle varying gas costs
in practice it just makes rotating memecoins across ecosystems way more efficient; less overhead, faster decisions, cleaner execution when timing actually matters
if you’re gonna try it, using my ref link to unlock the cashback/fee perks: t.me/cove_trading_bot?start=…
which means you’re basically getting the same tool but with better terms. sexy xD
let’s cook folks
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stupid coins run ridiculously and some of you don’t complain about it, now a pve runner spawns and you’re saying it’ll impair the ecosystem because it’s not utility/tech/ai/rwa based instead of you to cheer and make paper
but you choose to be prejudiced. quite pathetic because i don’t see how this affects base in any way
base eco can grow alongside both tech focused projects and memecoins simultaneously, on relatively equal momentum. zook $tsg
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