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Joined August 2024
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TRUMP perp funding just flipped to -0.309% daily, -112.9% annualized. Shorts are paying longs to stay positioned against TRUMP at a $2.0178 mark, across $10.9M open interest on Hyperliquid. That's an expensive short to hold — what breaks first, the crowd or the price. getlyfe.xyz/perps/TRUMP?t=20…
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INTC 124.57 catches 6% RS on US capacity spend. NOK 14.80 shows green flow on infra. LITE optical remains neutral at 48 RSI.
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Equipment ASML AMAT feeds TSM foundry. Logic IP at ARM captures the bid across NVDA AMD AVGO without the capex. Memory and packaging lag the signal.
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ARM breaks 390 next. TSM and foundry volumes confirm royalty lift this quarter. Options flow flipped green this week, not last month.
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ARM 380.81. Royalties on every AI chip while the market fixates on NVDA and AMD at 511. The IP node leads. 🧵
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TRUMP perp funding just flipped to -0.384% daily, -140.1% annualized. Shorts are paying that premium to stay positioned at $2.08, with $10.95M in open interest covering the spread. Holding short here just got expensive — question is whether the squeeze follows. getlyfe.xyz/perps/TRUMP?t=20…
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TRUMP perp funding just flipped to -0.687% daily on Hyperliquid, -250.6% annualized. Shorts are now paying longs to hold the position — on $11.85M open interest at a $2.2244 mark. That's an expensive short to carry. Who's still in it. getlyfe.xyz/perps/TRUMP?t=20…
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AMD holds $511.57 on challenger flow. INTC at $124.57 shows the contrarian RS print. LITE at $921.56 remains the connectivity laggard.
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Equipment (ASML TSM) feeds capacity into foundry, yet logic IP names like ARM draw the bid as every NVDA AMD AVGO accelerator pays regardless of winner.
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Break above $380.81 opens next move. Royalty acceleration from rising AI chip volumes is the catalyst now, not the prior quarter's foundry guidance.
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ARM captures AI royalties across every vendor while market fixates on NVDA. 10.7% RS vs SPY at $380.81 stands out. 🧵
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XMR longs are paying 0.335% daily to shorts on Hyperliquid — 122% annualized. Mark price sits at $342.03, with $41.5M of open interest backing that funding flow. That's one of the steepest rates on the exchange right now — the question is how long longs keep eating it before they unwind. getlyfe.xyz/perps/XMR?t=2026…
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TRUMP perp funding just printed -0.813% daily, -296.6% annualized. Shorts are paying longs to stay positioned against $11.69M OI, with mark at $2.3252. At that rate, a year of holding the short side costs more than 3x the position. getlyfe.xyz/perps/TRUMP?t=20…
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RIVN holds 16.53 with 5.8% relative strength versus SPY and bullish options flow. RSI at 61 leaves room to extend in the bull regime without overbought signals. Long or short at getlyfe.xyz
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DELL at 400.70 shows bullish options flow alongside 1.8% RS vs SPY. RSI at 67 still leaves room to extend in this bull regime. Long or short at getlyfe.xyz
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MRVL at 286.52 shows bullish options flow and 1.3% RS versus SPY while custom ASIC exposure drives the move. RSI at 65 leaves room for extension in the bull regime before any overbought signals emerge. Long or short at getlyfe.xyz
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TRUMP perp funding just flipped negative: -132.9% annualized, -0.364% daily. Shorts are paying longs to hold that position — on $9M OI at a $2.0156 mark. What happens to that short book if TRUMP breaks higher from here? getlyfe.xyz/perps/TRUMP?t=20…
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