🐧 @Pentosh1

@krugman87 to be fair, Tom Lee doesnt actually care about eth, or his share holders or anyone but Tom Lee. He cares about getting paid. He has always been a bit that way, even back in 2017. He's just a marketer. Nothing more

$BB Directly mentioned in NVDA's last report btw. Good thread below. There will eventually be more robots than humans (just not all in the human shape and form) So they have government contract, defense contracts, NVDA's AI safety layer, medical robots, strong balance sheet I'm less interested in this weeks earnings and more interested in what they have to say about the future

id also rather mstr just operated without leverage it would solve everything imo

@0xn4te sol marketcap vs price

You could have said the same for Sol a year and a half in. Hype is still in its infancy. If you compared at the same points in time for each. Then it looks a bit different. You may find some existing tradfi companies use HL in the future in the backend pending CFTC for perps. Which makes it a lot more valuable. Or maybe that approval kills it. Idk. Not to mention revenue is growing and it’s not fully depending on perps. Yield from treasuries will add 500k per day soon to buybacks. It’d be like saying investing in binance was bad bc it’s just an exchange. In terms of FDV. The community bucket is unlikely to ever hit the market. What’s solanas FDV? It’s infinite. It’s growing at 1.8B a year even at these prices of new supply. There’s really not much incentive to hold sol itself outside of short term speculation If you look at the sol marketcap ath it basically 2x 2021 while price hit the 21 levels. Hype made a new all time high in price by far But marketcap was the same as the prev marketcap. There’s actual value accrual to the holders. Do I expect a 10x for either? No. Those days are gone. Do I think they should be compared? No. Sol and hype are two different things.

$BB first order got filled at the open and added 25,000 shares to my position Have some lower but not sure they will get filled since it just went up 6% from the open. Plan remains the same. However I might be 1 quarter too early on my thesis. Where I think looking at the timing of recent comments it’s going to be the current Q we see the big results vs q1.

@trading_axe @blknoiz06 I shoulda kept my peng lol I sold in the 40’s 😭 I’ll have to find a place to get back in

$5,000,000 per day inflation 5m 1,825,000,000 per year at these prices. if price doubles that doubles. (1.825b) take a look at how fun dilution is here. look at the all time high on market cap vs price i personally couldnt all in something like that. trade it. yes. here? idk. again its in no mans land at least there is no prior consolidation here that is meaningful to step in. maybe upon a reclaim

this did bitcoins run from inception in one year basically lmao

aerodrome-finance:native revenues are redistributed to veAero holders Tokenized stocks backed 1:1 coming backed with real dividends (see post 2) which means more swaps/volume prob goes to .74-.75c in the near future imo around the time of the main-net release, with a pit stop around .60c likely. the chart looks very constructive, I'm not sure ill hold it past that but its the first level that comes to mind off this support This is a pretty small play for me, as just dipping my toes back into this specific market outside of hype. Just looking for some strong plays that have a good combination of FA + TA without the crap tokenomics

You are also missing aqav2 in your assessment which is the newest revenue for the platform and will be the second largest and helps derisk it being based off trading volumes. Hype is trying to expand revenue from just trading alone. Circle and Hyperliquid did a deal where for all USDC Hype will take a 90% cut of the yield. Which at today’s deposits is north of $500k per day in yield. That has not yet gone into effect. Happy to share more details around this. https://t.co/5Wi4KiaVTa Actually this whole site is an amazing data aggregator.

fwiw my entry was 5.79 but this just means you've not done any dd CEO- no longer a company in transition, now a profitable growth comapny phase. 5% stock buyback. Stated rule of 40. In 275m vehichles, will be in robotics already being integrated and is becoming crucial, defense, and medical applications. Secure communications being a “digital sovereignty tailwind” governments wanting non-us dependent secure comms. they just showed off a QNX powered humanoid demo. + nvda parntership integrated with THOR/halo safety stack. Weekly calls with NVDA as heavily integrated Miltiary contracts, being used in submarines being built in the EU A tech stack that can't be rebuilt. Would take a decade + over 10B They already have a huge sticky growing base in automotive which is going to expand even more rapidly than it already is. +10% rev grwoth last year, 78% margins. 950m QNX backlog 434m in cash and investments end of last year 232m net cash the cybersecurity portion did 72.5m last q qnx is the big growth we are looking at this q

$BB earnings is coming up and we are entering the potential dip zone I had outlined 2 weeks ago. I'll be a buyer this next week All the signs so far are hinting at a pretty strong earnings, at least from previous public statements and guidance in terms of growth. So the moment of truth is here. My plan is to hope to end up with some free shares. The portion that I buy, I will likely sell if we have a strong rally into earnings, and after. Then keep the net difference at 0 cost. Just fyi

@Credib1eGuy It’s like 3.3% annual or so Unlocks from otc idk tho Look at sol marketcap chart vs price all time Lesson in there somewhere

@maxxTFSA my question again would be this. Are eth holders getting paid for the risk they are taking how does that compare to global markets?

@maxxTFSA that was 3 years ago. which would have been 6 years vs 9. Big diffence Its now 9 with btc 3x above those levels and and eth at those levels. big diffence

@ExitLiqCorp @hl_eco There are so many variables that I just don’t know. Aqav2 / stable coin growth The CFTC chairman is currently fighting to onshore perps like this. If he succeeds then the ceiling gets raised. Too many variables. All about the growth and expanding

@FredWick7 @Innerdevcrypto that was the dot com bubble fren. so did the stock market. not look at eth vs every other market globally and single name stocks

This is insane. 9 years later, $ETH is the same price. Adjust for inflation and its even lower than the 2017 high by 14% cursed asset, lost decade https://t.co/qtuO0PmHOp https://t.co/sOQv56xkIW

$STRC wow the crazy thing is this was advertised towards families as being a safe, and better than a high yields savings account with low or no volatility. The fine print said otherwise, but i wonder if that type of marketing comes back to haunt saylor later

@GOLDEN_DQM @Globalflows brotha. I have been in this trade since before the twap I have added it to it from 28, 37, 41, 55, and 65. So the twap is just a current thing. i also have looked at the others hence why i have been long hype.

@GOLDEN_DQM @Globalflows IF btc does that maybe but here is todays spot twaps the float is disappearing at 10m+ a day so there is less supply to get there each time people sell/ short and shorts must always be closed. they are always forced buyers

Spot twap's btw $HYPE

1. Both, I am trading and holding. But I view it as a core position in my portfolio. I have even considered denominating in it (but haven't done so) When I have something I view as a core position there are a few approaches I take. Two separate accounts. One is the main position. One is for trading, swings or scalps. Early on I will take those wins, and then add those to the core position if its high conviction like this has been. As it progresses into the rally then the trading account portion just goes into cash and I no longer add to the core position. Later on, of course I look to sell. I will probably keep a good amount staked though bc I think the upside potential over several years is very high. 2. Hacks are always a risk. There is no way you can say that nothing is possible as much as we want to. But in general, no I'm not concerned about it. My main spot hype I dont keep on the exchange 3. Yes, I trade on HL as well as CB. I think it's a top tier product. And now that they are beginning to offer spot stocks I actually think I will likely even run some other strategies there that can't be run anywhere else

$Purr starting the nightly $HYPE twap's of course, all spot. The AF also did another 2m today. The available float continues to shrink at an faster pace this again, is without aqav2 live which will further add another 500k+ per day incredibly impressive