Our views on the AI competition between the US and China.

The wait is over.

Auto API is now live.

v2 included.

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Welcome to the most asymmetric trade in modern financial history.

The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best…

Most people in markets are being put in a position where they have to choose between:

A. Chase AI names after 500-1000% moves
B. Buy cheaper stocks that keep being cheaper

This is a sign we are seeing people give up and capitulate into AI stocks.

The…

Euler Finance Takes Over HypurrFi Mewler Markets, HypurrFi Winding Down

@EulerFinance is taking over the maintenance and operation of the Euler contract stack known as Mewler on Hyperliquid EVM. HypurrFi is engaged in a clean handoff of infrastructure to…

Price dump 10% on the @zoomerfied tweet, but the article is a real goldmine. Bullish.

"Michael Selig, chairman of the CFTC, said at a conference in early May that Hyperliquid could “end up influencing the spot market price or the futures market price on…

I spent the past few days in Washington with @hyperliquidpc meeting with policymakers during the historic advancement of the Clarity Act. We discussed Hyperliquid, the benefits that it offers to American consumers, and the regulatory path to bring onchain…