Perp DEXes are the new crypto meta. Everyone thought Hypeliquid had this game wrapped up. But as always in crypto – dominance always invites competition. Here are the main contenders who are competing with Hyperliquid. 🧵 ↓

Likes are dead. The next era of social is markets. Love it or hate it, friendtech started something fresh But not everyone wants to run a chatroom. Creators want to generate value in all sorts of ways Let's make it possible Here's a look at the new $juicy 👇

Crypto brushes off US gov shutdown while a slowdown in private hiring may lead to a less restrictive Fed. The October outlook turns tactically bullish. More of our Research team’s takes from this week’s Market Commentary ↓

Greed in tradfi is little different than greed in crypto Greed is ever present... it's a derogatory term for profit maximizing, which all people engage in. When you see a disparity such as this forex pair at the airport, it's not due to excess greed (indeed the greed of a

The American Flag is only valuable as a symbol of principle. It's supposed to be the principle of individual liberty. It's become, over the past century, emblematic of the opposite; of state-worship. If you send someone to prison for burning the flag, you have committed the

Been a bit overloaded lately, as seen in my feed being a ghost town, but will make time for a market briefing with the team in 8hrs. zoom.us/webinar/regist…

Number of Prediction Market Projects by Chain (Source: PredictionIndex.xyz) Solana: 29 Base: 19 off-chain: 18 Polygon: 17 Ethereum /EVM: 13 multi-chain: 13 Monad (mainnet arc): 5 Hyperliquid: 4 Unichain: 3 Abstract: 2 Aptos: 2 Arbitrum: 1 Avalanche🔺: 1 BNB Chain: 1 Bitcoin: 1

Is the bottom in Kevin Sekniqi 🔺 ?

🚨 Washington’s New Gold Rush Is Quietly Underway: When the Trump administration started taking stakes in companies like $INTC, $MP, $LAC, and $TMQ, most investors ignored it. But here’s the thing — every time the U.S. government backs a critical mineral or chip supplier… it

My top gains by % 1. $RKLB +283% started accumulating last October hoping to make me a millionaire, it did by itself last week. 2. $NB +222 will only go up. Niobium (Nb), Scandium (Sc), Titanium (Ti) rare earth superstar 3. $MP +209% Only U.S. rare-earth mine in

We heard several protocols experienced “service interruptions” during yesterday’s historic crypto sell-off. Dexalot operated flawlessly — order books stayed live, liquidity providers active, and trading uninterrupted. 🟢

𝗠𝗼𝗿𝗴𝗮𝗻 𝗦𝘁𝗮𝗻𝗹𝗲𝘆'𝘀 𝗡𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗜𝗻𝗱𝗲𝘅: 𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵s $TMC TMC the Metals Company $UAMY United States Antimony $MP MP Materials $USAR USA Rare Earth $IDR Idaho Strategic Resources $NB NioCorp $UUUU Energy Fuels $CRML Critical Metals

Blackstone says the next big thing is chips, data centers & power. The first two feed on the third as U.S. electricity demand climbs 40% in the next decade. Supply is $VST, $CEG, $OKLO, $CCJ, $LEU & $EOSE Demand is $NBIS, $IREN, $CIFR, $WULF & $CRWV

The deeper you go into the semiconductor supply chain, the less believable it becomes. > TSMC, a company on a small island, produces over 90% of the world’s most advanced chips > TSMC relies on dutch company ASML for EUV lithography machines > ASML depends on German Company

$JPM just announced a $1.5T plan to finance U.S. national security industries across defense, energy, AI & quantum. Here’s how to align with JPMorgan’s national security push: • Space infra powering defense networks with $RKLB & $ASTS • Clean on demand power for AI factories

Watch the full episode ↓ youtu.be/LPQGl6Ju16U

The Andrej Karpathy interview 0:00:00 – AGI is still a decade away 0:30:33 – LLM cognitive deficits 0:40:53 – RL is terrible 0:50:26 – How do humans learn? 1:07:13 – AGI will blend into 2% GDP growth 1:18:24 – ASI 1:33:38 – Evolution of intelligence & culture 1:43:43 - Why self

Extraordinary words by Nvidia's CEO. In polite terms, he effectively says that the chips export controls on China were one of the most self-destructive decisions ever taken by the US government: He says it caused Nvidia to go "from 95% market share to

China still controls almost all rare earth production & refining but the U.S. is starting to rebuild its own chain: • $UUUU separating oxides at commercial scale • $IPX developing new refining tech to lift throughput • $MP leading U.S. output & expanding into full-cycle

ℏεsam That's an excellent quote, and you're right, it perfectly captures the core of a major debate among AI's top researchers. Karpathy, along with many other leading minds, is pointing out a fundamental difference in how learning happens. Your understanding is correct. Here’s a