🐧 @Pentosh1

@GreenGuevoblin @grok is this true? Is BTC a crypto or not? please answer my question quickly as im very upset

I think if saylor, didnt use leverage and ended strc and all of these financial products. he'd be fine. and just sold when mnvav was at a pre-defined premium. that system is the one that worked. and it buys him infinite time. he could then just buy/hold infinitely but thats just my 2c

now that saylor is day trading bitcoin:native looking forward to him sharing his ta moving forward on here

a little unnoticed alpha in regards to lighter and robinhood robinhood was investor + that relationship dates back to high school there are always easter eggs in the market if you look hard enough for them

@blknoiz06 there were signs near the bottom of RH partnership wasn't 100% convinced but there was the investment, and actually a long history that dated back to highschool friends lol

hyperliquid:native 3.5x rally retest prev ath consolidate above those highs hype recently increased their revenue a small amount by. 4-6% per day at 100k per day with priority fees. again, small in the idea of a daily number and no impact day to day. you could say the same for when aqav2 goes live with yield. another 500-600k per day. meaningless in daily flows. the impact is always time based. thats 600k per day over 12 months? continue to think of it as. You go to the gym, you work out. You look in the mirror. No changes day to day. you can't really see the results even though they are happening look again in 3 months, and you see the results. thats how the revenue works at this scale and thats why hype has performed the way it has this year. the short term is just noise.

Hasn't been any breakdown in market structure on $HYPE here fwiw this is still grinding up and looks constructive for another move up imo. when? idk. thats up to the market to decide. we went from 30's to 70's in a pretty short time, and now have consolidated while slowly creeping up keep in mind, this performed like this in a bear market, it's yet to experience a full bull where revenues would likely be doubled or more consistently

BB is something I consider a core position in my portfolio. I've had to basically vertically accumulate it. Buy spikes down, sell those on the mean reversion back up, then keep the difference. with varying size. In this instance, Im denominating in shares, not USD. I hold a core positionI believe in long term, and I trade a little around it. for example the 25k share buy and sell that i had around earnings. selling into spikes and buying dips on that. can have scalp account + core account but technically you're harvesting volatility. so the effective cost price remains the same, but the amount of shares grow. the shares are just paid for by the volatility in the market vs deploying new cash in general. the risk is if you sell some of the core, and its trending up then you end up with less shares. so if you're going to try that has to be very tactical. selling high to rebuy lower is more accretive. 100 × 0.05/0.95 = +5.26 shares on a drop for example bc you redeploy the same dollars. vs buy low and sell: 100 × 0.05/1.05 = +4.76 shares. so best to harvest the chop, during times it is when it forms little ranges

for those asking, if you don't have any exposure to $BB I think a decent plays to look to start building a position would be between the top two blue lines if given 11-12 area which would still be quite supportive of the overall trend

Sophon I never ended up actually working for. My father passed away a good year before they launched. I never got any compensation etc Beam has a treasury that is worth more than the market cap. And we bought and burned over 200m worth of tokens. It was just in bear like anything else. I also have all my tokens and am down over 8 figures on that. If someone would like to put up a million as a bet that this isn’t true. I’d be happy to take that. I’ve never even taken my initials out since joining the team in Jan 2022

Ive made a point to only talk about public equities largely for the last year and avoid shitcoins. Say what you will about me. I have zero advantages over anyone else I avoided 100% of the drawdown in crypto this year. Not 99%. 100%. While capturing the hype move starting from $28 and 2 local lows on btc I have nothing to sell you. Nor do I ask you for anything.

$BB summer

@deltaxbt @BigCheds At these prices. If sol doubles it’s only 2 months of inflation.

@deltaxbt @BigCheds That’s only like 3-4 months of Solana inflation btw

@lblaybad btw Hype +9% today sol +5% today

$BB obviously we've been in this since the 5's and this has been a great move. My expectations are that we are coming into an area of HTF resistance so we will likely need to consolidate here above here for a bit. it may pullback (idk) Dips if given, are an opportunity to buy. I myself, will be looking for them with the same strategy as on prev dips buy, sell the rally, and keep the net difference at 0 cost essentially

I think this is the best writeup on $BB out there. Although, some of the price targets are a bit optimistic. The read is quite long, but it's worth it as it goes into every detail of the business and it's growth. It is also a lot of research that we've already shared, just better organized. But why I see BB has having huge upside over a several year period. You can't borrow conviction, but i think the read will help you truly understand the thesis and potential

Let's go over $BOT since there's a lot of misunderstandings around it and NAV. Why own bot? Bc you get liquid exposure to the leading robotics companies. It's essentially a bet that there will be mark appreciation from further funding rounds sometime over the next 12-18 months. *IF* you believe that happens, THEN its likely a pretty good bet. If you think Figure, apptronik, or any others raise more capital, then you essentially should see that jump in AUM. When value is created in the private rounds, it should be expressed in the public shares. Two: you aren't going to get to buy it at nav bc that implies that you are going to buy a valuation that was never available to the public in the first place, and get to buy at that nav while being liquid while their shares are illiquid and may not IPO for several years. It's a closed end fund, of course there is a premium. You are paying a premium to get to trade liquid shares of pre-ipo companies The main risk is that you see one of the portco's do a down round. But considering VC funding is set to increase over the next year or two for robotics. It is more likely than not you get to capture some of that upside. This just my take, and opinion. Subject to change if new information comes in. In terms of the issuance, it is accretive and has been done privately. If you own shares, and they raise for example. 36m, your shares capture that value that bc it increases the nav per share . That money then goes on the books, which can then is re-invested into a new robotics company, which then in theory does a round, and we capture the mark up. Theoretically. Do your own research. This is just my opinion. I am long from 29. For you, you'll have to decide if its something you even want to own, and where it makes the most sense. My bet, or thesis, is that we see private valuations continue to markup further.

@crypto_condom @BlackBerry @LamResearch Let’s go cc. Great research

@aLottaBrakes How is that fair? They already distribute 99% of the revenue to the holders Is that not enough?

@lordHODLaRoy No VC, no S3. And never more release than the AF can absorb so always some fraction of that

There should be no S3 for Hype imo Jeff already gave an airdrop which today is worth 14 billion plus The team continues to give to the long term believers via the AF, which uses 99% of the revenues to buy and burn hype. The gift is, that if you believe long enough, you get rewarded over time Giving people another big airdrop worth billions, defeats the work the AF has done to date The reward should be that you believe hyperliquid will continue to grow and scale, and that that is rewarded over time bc the revenue is distributed to its holders over time

@_sprotisma_ Yep, not saying to buy either of those today. I have no dram exposure yet, obviously in bb from the 5's.

Things to consider, look for exposure in when opportunities arise $BB physical AI safety layer $DRAM memory, robotics $BOT the physical side, private robotics companies that will all need to scale. This timeline is being sped up rapidly all 3 tie in together over the next decade and benefit each other

$BB new highs again has found a way to go up during both market weakness and strength