Still too hard. With this much uncertainty the convex payoff is not there: $600M in 10 minutes means lots of capital chasing and competition is not thin. There is an information asymmetry but in favor of insiders, they know the road-map and are keeping it to themselves.

PUMP is too hard. Funding Roman’s defense is a no brainer

Remember Rysk EVA on arbitrum + Vertex (rip). These chads are bringing it to Hyperliquid

This man woke up and chose give alpha

x.com/i/article/1953…

So I have just one wish for you – the good luck to be somewhere where you are free to maintain the kind of integrity I have described, and where you do not feel forced by a need to maintain your position in the organization, or financial support, or so on, to lose your integrity.

On using leverage: If your smart, you don't need it. If your dumb, you shouldn't be using it.

ETH buyers gone corporate, weekends are PTO

anyone who thinks in multi-year timeframes and thinks outside of this gambling bubble is ridiculed without end

“I only invest in projects that can show me a cohort retention chart” Will filter out a lot crap

One week ago the Market Implied Price (MIP) for $HYPE was pricing 2026 earnings of $1.39B then growing 3%/yr each year after. With the drop in price it's now pricing in 2026 earnings of $1.17B. In one week the MIP went from 1 year earnings growth of 100% to 67%.

Market idea for Polymarket : Will Hyperliquid’s on-chain earnings exceed $1B in 2025? Source: DefiLlama.com earnings Resolves Jan 1 '26 Why this market matters: Annual on-chain earnings are a key driver for token valuation models. A traded forecast gives analysts a transparent

Is it surprising that a generation who is happy to look like they are having fun even when they are not, or to eat food which looks better than it tastes is also happy to put their savings in fake investments that make them look hip and part of an online phenomenon?

When Bitcoin was created Facebook was four years old. Instagram and TikTok didn't exist. The cultural context was fundamentally different. The cypherpunks who built Bitcoin lived in a world where online identity was separate from real identity, where anonymity was normal, where

If your smart you don't need leverage, and if your dumb you shouldn't be using it.

My fear is waking up to live the same life as everyone else. Doing work I don't care about. Never understanding, always reacting. No energy or time to think, plan, build or change. Stuck on the surface as time passes by.

tldr they will do things you can't: - find actual sources of returns instead of chart astrology - manage risk - take advantage of short term good prices instead of being bottom tick liquidated they didn't mention the amount of time you can now reclaim in your life

Crypto was once about incentive alignment through cryptoeconomics. MetaDAO and it's ICOs seem to be the few new projects trying this approach