Monet Capital
@CapitalMonet
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ex @matchaxyz @citadel @harvard || always having fun in the order books
Hong Kong
Joined February 2021
There were 0 crypto Super Bowl commercials Screams like the top, they say
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this certainly does not sound like the top
I’m staring at a stack of worthless tokens like they’re going to magically fix this shit.
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the current weakening of memecoins and rotation into fundamental defi is the greatest tailwind hyperliquid could ever ask for once spot majors and hyperevm take off, hyperliquid will become the #1 chain across all metrics
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jeff hyperliquid: blockchain founder romance matchmaker
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The only reason why I’m confident we haven’t topped is because no VCs have raised big new funds since last cycle The ultimate top signal is if someone like FaZe Banks starts a venture fund
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If the cycle really is over, I’d be comfortable holding HYPE for the next 4 years
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When I think red in crypto, I think the Ethereum chart
When I think pink in crypto, I think @Uniswap When I think blue in crypto, I think @base When I think purple in crypto, I think @0xPolygon When I think red in crypto, I think @Optimism Branding is powerful
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if you don't think HYPE is an institutional-friendly coin, you know nothing about crypto
Suit coins to infinity, CT coins to 0. Crypto twitter bear market, institutional bull market.
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Taiki selling Fartcoin is the ULTIMATE BOTTOM SIGNAL
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wow paradigm is tweeting about hyperliquid???
we're about to see the first example of a successful application-first chain GTM hyperliquid
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and there is a middleman that takes fees when you guys send each other money it's called hyperliquid
u guys realize there is no new money, we just sending our money to each other
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it is insane how much better claude is at code review compared to gpt4o
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there are two scenarios for ethereum: best case is it becomes the tech platform, but since ethereum doesn't own the front-end and captures no value, $ETH trades like the Cisco stock in the past 20 yrs worst case is that it doesn't become the tech platform, and fades to zero
Hard to overstate how much I agree with this. If ETH becomes the best money it’s because the world runs on Ethereum as a tech platform. There is no other path that is equally attractive.
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there are very few equities to buy if you want robotics exposure crypto will benefit by becoming the main speculative vehicle for robotics (think data collection is the main crypto x robotics use case) there will be lots of scams, but definitely a few winners
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if i didn't have HYPE i would have been murdered by loan sharks already portfolio down ~70% on FART and WIF
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The $BERA Burj Khalifa pattern is now complete Monad Burj Khalifa pattern next
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Of course the advertisement about Uniswap involves selling ETH
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Will we see another project that 10x’s off initial TGE price this cycle? I doubt it, think it could be possible for MegaETH if they launch low enough
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im going max long $HYPE once Hyperliquid increases leverage from 3x to 10x
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