Shorted Zcash today on 10x leverage @ ~$135
Liquidation price is ~$182, right where I wanted it, so the bet becomes ‘will Zcash go significantly lower before it moves up and past ~$160 again’, thereby sending it above my price.
$ZEC hit an ATH of around $700 back in 2018, so I don’t think we are reaching those heights any time soon, but it is certainly the case that if this local top breaks, signifying longevity past this local hype cycle, it could fire past $200. So again, my bet is that it won’t and that this was the local top until next time.
Behind my bet is conviction on the CT attention economy theory to play out and for this to retrace to somewhere around the $100 point of buy resistance before that (last week this time it was ~$50, so it had a very fast run up).
I have this short set to close at around $104, which I may adjust depending on vibes.
Let’s see.
Liquidation price is ~$182, right where I wanted it, so the bet becomes ‘will Zcash go significantly lower before it moves up and past ~$160 again’, thereby sending it above my price.
$ZEC hit an ATH of around $700 back in 2018, so I don’t think we are reaching those heights any time soon, but it is certainly the case that if this local top breaks, signifying longevity past this local hype cycle, it could fire past $200. So again, my bet is that it won’t and that this was the local top until next time.
Behind my bet is conviction on the CT attention economy theory to play out and for this to retrace to somewhere around the $100 point of buy resistance before that (last week this time it was ~$50, so it had a very fast run up).
I have this short set to close at around $104, which I may adjust depending on vibes.
Let’s see.
https://x.com/jaguaranalytics/status/2057205383731523994?s=46
In case anyone was wondering why I will be shorting tf out of SpaceX when it IPOs
In case anyone was wondering why I will be shorting tf out of SpaceX when it IPOs
X (formerly Twitter)
JaguarAnalytics (@JaguarAnalytics) on X
$SPCX Highlights of $1.75 trillion company:
-- 2025 sales $18.7 bn
-- 2025 operating loss $2.6 bn
-- 1Q26 sales $4.7 bn
-- 1Q26 operating loss $1.9 bn
You are cordially invited to take out 2nd mortgage and buy on margin at 93x 2025 sales.
S-1 filing: …
-- 2025 sales $18.7 bn
-- 2025 operating loss $2.6 bn
-- 1Q26 sales $4.7 bn
-- 1Q26 operating loss $1.9 bn
You are cordially invited to take out 2nd mortgage and buy on margin at 93x 2025 sales.
S-1 filing: …
Alt.fun is interesting
Pump Fun of HyperEVM and the platform already has a token
Each token is paired with a perp
Hyperliquid ecosystem is trending in a very interesting direction and if there is an appchain narrative that begins to emerge (many are comparing $HYPE to $SOL now), then this would be low hanging fruit as a runner.
Pump Fun of HyperEVM and the platform already has a token
Each token is paired with a perp
Hyperliquid ecosystem is trending in a very interesting direction and if there is an appchain narrative that begins to emerge (many are comparing $HYPE to $SOL now), then this would be low hanging fruit as a runner.
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And if HYPE scares you here, then slow rolling Solana is always likely good.
They are still the app appchain - just experiencing dissonance right now due to Hyperliquid and their entry into the perps space
They are still the app appchain - just experiencing dissonance right now due to Hyperliquid and their entry into the perps space
Longer note with some thoughts on the state of $HYPE at this moment, and what is coming
Short term, I feel that HYPE is going sideways for a few days here, but I do still believe it could extend up to $75 in the next week.
Regardless, I believe that this run will likely retrace to some degree, so better buying opportunities are conceivable. A retrace to $50 at some point wouldn't be out of the question, given the $75 hypothesis is correct.
The first HIP-4 (prediction) markets are live now, so will be interesting to see how that affects trading volume, especially in comparison with Polymarket and Kalshi -> collective consciousness as a whole.
Lastly for now on HYPE, the two biggest points:
• The CLARITY act is upon us
This is the most significant crypto market structure legislation in U.S. history. It passed the House almost 1y ago in July 2025 and just cleared the Senate Banking Committee on May 14, 2026; it is now going to the full Senate. There is a massive potential growth impact here, as Hyperliquid CEO + founder Jeff Yan has been in DC over the past months discussing CLARITY. They are actively finding a path forward wrt where Hyperliquid as an onchain derivatives platform actually sits in the regulated future. I believe it is highly likely that the passing of CLARITY leads to Hyperliquid officially opening to the United States, in which case the growth, value, and ecosystem implications could be huge.
• The USDC + Coinbase Partnership
TLDR, Hyperliquid partnered with Coinbase and Circle. Coinbase is now the official treasury deployer for USDC as Hyperliquid's Aligned Quote Asset, and Circle will power mint/burn mechanics.
This builds on the GENIUS Act (the stablecoin legislation passed in 2025), which created a compliant framework for dollar-pegged assets onchain. So essentially, this partnership enhances Hyperliquid's institutional-grade infrastructure and revenue model while aligning with U.S. policy favoring regulated stablecoins over offshore alternatives (their USDH, which is now being phased out).
TLDR, it is an incredibly exciting time to be a Hyperliquid enjoyer.
we ride🕯
Short term, I feel that HYPE is going sideways for a few days here, but I do still believe it could extend up to $75 in the next week.
Regardless, I believe that this run will likely retrace to some degree, so better buying opportunities are conceivable. A retrace to $50 at some point wouldn't be out of the question, given the $75 hypothesis is correct.
The first HIP-4 (prediction) markets are live now, so will be interesting to see how that affects trading volume, especially in comparison with Polymarket and Kalshi -> collective consciousness as a whole.
Lastly for now on HYPE, the two biggest points:
• The CLARITY act is upon us
This is the most significant crypto market structure legislation in U.S. history. It passed the House almost 1y ago in July 2025 and just cleared the Senate Banking Committee on May 14, 2026; it is now going to the full Senate. There is a massive potential growth impact here, as Hyperliquid CEO + founder Jeff Yan has been in DC over the past months discussing CLARITY. They are actively finding a path forward wrt where Hyperliquid as an onchain derivatives platform actually sits in the regulated future. I believe it is highly likely that the passing of CLARITY leads to Hyperliquid officially opening to the United States, in which case the growth, value, and ecosystem implications could be huge.
• The USDC + Coinbase Partnership
TLDR, Hyperliquid partnered with Coinbase and Circle. Coinbase is now the official treasury deployer for USDC as Hyperliquid's Aligned Quote Asset, and Circle will power mint/burn mechanics.
This builds on the GENIUS Act (the stablecoin legislation passed in 2025), which created a compliant framework for dollar-pegged assets onchain. So essentially, this partnership enhances Hyperliquid's institutional-grade infrastructure and revenue model while aligning with U.S. policy favoring regulated stablecoins over offshore alternatives (their USDH, which is now being phased out).
TLDR, it is an incredibly exciting time to be a Hyperliquid enjoyer.
we ride
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Not necessarily a money making opportunity (at the moment), but pointing out the card feature in Moonshot.
Interesting concept that adds a collectible overlay onto memecoins.
Fun rip process, great animations, haptics, etc. and makes you want to collect.
Some more in depth thoughts in the attached tweet.
Many stars would have to align/steps would have to be taken for this to become actually sought after, but Moonshot is a fantastic team.
https://x.com/vsnpc/status/2059734955404534196?s=46
Interesting concept that adds a collectible overlay onto memecoins.
Fun rip process, great animations, haptics, etc. and makes you want to collect.
Some more in depth thoughts in the attached tweet.
Many stars would have to align/steps would have to be taken for this to become actually sought after, but Moonshot is a fantastic team.
https://x.com/vsnpc/status/2059734955404534196?s=46
X (formerly Twitter)
taint parade (@vsnpc) on X
Card feature by @Moonshot
I see the vision - adding a collectible layer on top of memecoins
Needs to be made incredibly intuitive where each card corresponds to a fixed % of supply and they can be redeemed as IRL prints which can then be graded
I see the vision - adding a collectible layer on top of memecoins
Needs to be made incredibly intuitive where each card corresponds to a fixed % of supply and they can be redeemed as IRL prints which can then be graded
Candle Secréto
Longer note with some thoughts on the state of $HYPE at this moment, and what is coming Short term, I feel that HYPE is going sideways for a few days here, but I do still believe it could extend up to $75 in the next week. Regardless, I believe that this…
If you haven’t read the HYPE market update by candle secréto from last week, then please do.
This was all written.
It is time
https://x.com/degeneratenews/status/2060894404970156468?s=46
This was all written.
It is time
https://x.com/degeneratenews/status/2060894404970156468?s=46
X (formerly Twitter)
DEGEN NEWS (@DegenerateNews) on X
BREAKING: $HYPE HITS $69.420 FOR THE FIRST TIME IN HISTORY
Candle Secréto’s top 3 Hyperliquid ecosystem tokens:
1. $HYPE: Main ecosystem currency.
2. $KNTQ: Liquid staking protocol for Hyperliquid. This is the protocol governance token that lives on HyperEVM.
3. $PURR: The first spot launch on the Hyperliquid L1, deployed by the Hyperliquid team themselves.
1. $HYPE: Main ecosystem currency.
2. $KNTQ: Liquid staking protocol for Hyperliquid. This is the protocol governance token that lives on HyperEVM.
3. $PURR: The first spot launch on the Hyperliquid L1, deployed by the Hyperliquid team themselves.
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Since #1 was kind of a given, here's another for you:
4. $SWAP: Think of it as the Uniswap of HyperEVM. Very high potential as a baseline ecosystem go-to, but still low in marketcap and usage, so reasonably risky in comparison to others listed.
4. $SWAP: Think of it as the Uniswap of HyperEVM. Very high potential as a baseline ecosystem go-to, but still low in marketcap and usage, so reasonably risky in comparison to others listed.
5. $HPL: HyperLend is "the credit layer of Hyperliquid", allowing you to lend and borrow fully onchain. ~$274M borrowed so far.
Candle Secréto
Longer note with some thoughts on the state of $HYPE at this moment, and what is coming Short term, I feel that HYPE is going sideways for a few days here, but I do still believe it could extend up to $75 in the next week. Regardless, I believe that this…
https://www.congress.gov/bill/119th-congress/house-bill/3633
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We are now seeing onchain loans, collateralized using Pokemon cards.
This could go in many directions, but as of today, holders of rare cardboard are able to access liquidity that they wouldn't have otherwise had on assets that wouldn't have otherwise been liquid - without selling all current and potential upside.
There are many questions being asked about "why onchain loan" etc. but in reality, I think they apply to all asset backed loans rather than just those that are onchain.
Likely not the last update on RWA/card related things.
Have a look:
https://x.com/phygitals/status/2064059705841070474?s=20
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phygitals (@phygitals) on X
A $60K Pokémon card just backed a $30K on-chain loan.
The first major loan on @jup_offerbook is live, collateralized by a 1999 Base Set Shadowless Mewtwo (PSA 10), vaulted with @Phygitals
→ $30,000 borrowed
→ 30-day term
→ 7% APY
Your collection is now…
The first major loan on @jup_offerbook is live, collateralized by a 1999 Base Set Shadowless Mewtwo (PSA 10), vaulted with @Phygitals
→ $30,000 borrowed
→ 30-day term
→ 7% APY
Your collection is now…
To be realistic, this could unironically mean terrible things for the internet money
Could also be smaller than we think
Big moment
https://x.com/polymarketmoney/status/2064174573487058989?s=46
Could also be smaller than we think
Big moment
https://x.com/polymarketmoney/status/2064174573487058989?s=46
X (formerly Twitter)
Polymarket Money (@PolymarketMoney) on X
JUST IN: Anthropic will reportedly release its new AI model “Mythos” tomorrow.
Candle Secréto
To be realistic, this could unironically mean terrible things for the internet money Could also be smaller than we think Big moment https://x.com/polymarketmoney/status/2064174573487058989?s=46
Anthropic launched a watered down model of Mythos today, but it still ranks better in nearly every category than any AI on the consumer market.
Highly worth securing your wallets now.
Highly worth securing your wallets now.
Update:
Seems that, according to those using Fable right now, you can’t even get it to do so much as audit a smart contract or code repository.
Seems that, according to those using Fable right now, you can’t even get it to do so much as audit a smart contract or code repository.
SpaceX IPO tomorrow.
Generational wealth will be made, and generational wealth will be lost.
Time to lock in❔
Generational wealth will be made, and generational wealth will be lost.
Time to lock in
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If you are considering a short, be mindful and patient.
The highly generalized advice from many fantastic traders is:
1. Wait for a few trading sessions.
2. See where the market clears.
3. Look for signs momentum is fading.
4. Then consider a position.
Also consider that there very well may be a large announcement strategically lined up over the next month.
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