Didnt realize it until Techno Revenant mentioned it but HyperLiquid is close to flipping Solana fdv....wild.

Very few gems truly excite me.
Bear markets are where I do my best work. quietly studying fundamentals without the noise. currently working on some.

This is the sad reality of X:

A few weeks ago I stopped putting so much effort into my content

And this is exactly why

Before, when I made a daily thread, I could easily spend 6-8 hours on it before posting

I would research the information, write it,…

🚨 BIG drama on $TAO right now.

Covenant AI is leaving Bittensor.

> They built Covenant-72B.
> 72B params. 70+ nodes.
> No data center. No $100M.
> Matched Llama 2 70B.

Jensen Huang endorsed it.
TAO rallied 90% in March.

Now they're accusing the founder…

Mark my words.

In about a week, Americas are going to wake up in the morning and feel what this chart actually means.

The President posting a Stake-sponsored photo is wild.

Casino takeover of culture is reaching end-game, where the only question left is how crypto, sportsbooks, and prediction markets will divide the pie.

Don't tell me I didn't warn you.

The process of fuel shortages in Asia, Europe, Africa and in pockets of the Americas (think California, Peru, etc) is unstoppable now.

Jet fuel shortages are a 100% predictable outcome with no solution at this point of…

European airports face jet fuel shortages within three weeks https://t.co/Rfgimf0iZp

The market does not care about Hormuz anymore. Liquidity risks are lurking...

feels like TradFi / equities sentiment is where we were Q2’25 above 100k

Everyone knows it’s peak delusion bull & things look bad 6-12M ahead but there’s money to be made LTF higher

Hyperliquid just made one of the most important microstructure upgrades and its so fucking bullish for HIP-3 and for the long-term.

The upgrade introduces a scheme that lets sellers set maximum prices and buyers authorize amounts up to a limit, with servers charging only for actual compute costs.