KINGMAKER TRADE FOR 2025: Long: HYPE + BTC Short dogshit: ARB, ONDO, TIA, WLD, SEI

Musk: "Profligacy of government means that only radical improvements in productivity can save our country" PTD translates: "All roads lead to inflation. ... The playbook ... is to inflate your way out of the debt."

We’re at peak confusion in crypto. Nobody knows what’s next. I made $5M over 8 years in and I've seen this story before. Here’s how I see it playing out: - BTC peak: Nov-Dec 2025 - Bull run ends: Feb-Mar 2026 - Alt rally: Summer-Fall 2025 Here’s why 🧵👇

i think most hl evm farming guides are well meaning but misguided layer incentives are a much different beast than protocol incentives, coming from someone who has a lot of experience here is my thoughts for hl evm pts (which i agree ppl are generally underpositioned for):

murad thesis is going to be right when spx goes back to all time high bc nobody wants to hold new launches but they already have an existing cult of ppl who just don't care about selling

The launch of $PUMP is local top for $SOL and the Solana ecosystem. Until now, $SOL and somewhat $FARTCOIN have been proxies for betting on the growth of the Solana ecosystem, much of which has been tied to meme coin volume. → Fees are down to $1.7M per day, down from the ATHs

Hyperliquid is #1 in protocol revenue (30D) — above the entire industry. It earns more than Ethereum + Solana combined, yet its market cap is just: • 14% of Solana • 3.8% of Ethereum The upside isn’t just real — it’s massive.

This month id focus on 4 things - Kaito AI 🌊 , specifically 1-2 of these 3 post the leaderboards, dYdX, Polkadot, Arbitrum - @Yeet, figure out delta neutral or as close to delta neutral strategies to farm volume - Abstract , use the ecosystem. That simple. Stream. Watch

⚡️Here’s the unfiltered decode on the 10-year Treasury yield closing at 4.51%, one of the highest levels since the Global Financial Crisis: Surface-Level Interpretation: “Rates are still high, maybe inflation isn’t done.” Wrong. That’s not the story. That’s the decoy

It’s unfortunate how bitter and envious the majority of CT are when they see a coin go PvE-mode and they’re sidelined. I’m not even in KTA myself. I have zero involvement whatsoever, But I can at least root for a winner for the OVERALL BENEFIT of crypto seeing something OTHER

To give you an idea what is about to go down with $KTA and the stress test read this. This will melt faces. The Google Spanner engineering team refers to the group of engineers at Google responsible for developing and maintaining Google Cloud Spanner, which is one of the most

HYPERLIQUID........

This is where all the $KTA fud originated from. A competitor company called “Anoma”. The media has caught on and is publishing articles about it I recommend reading and sharing it around. #anomaexposed nyweeklyjournal.com/blog/anoma-emp…

14M TPS achieved Hovering steady around 10M TPS Godspeed $KTA

🚨 Keeta Network just made history During its stress test, Keeta hit 11.2M transactions per second, the highest throughput ever recorded on Chainspect We tracked it live. This isn't a claim, it's a verified milestone 💪 Watch it unfold → chainspect.app/chain/keeta

This

$LICKO good tech Now the #1 meme on $HYPE. Send the chameleon to $100m 🦎

u know what’s funny ? Is that we 6x’d and we haven’t even started send it