PressieMoonBoy
@PressieMoonBoy
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the Road to Valhalla was paved by moonboys
Valhalla
Joined January 2021
@0x0racle_ Why does Hyperliquid use buy-and-hold in AF rather than buy-and-burn? What’s the plan for that HYPE in the AF?
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@CollinRugg Anyone who’s gotta start talking about degrees rather than actual accomplishments automatically loses credibility
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Since this tweet 6 weeks ago… HYPE: -3% ENA: -50% Virtuals: -50% Fartcoin: -55% while BTC is flat, SOL is flat, and ETH of course is down 22%
Now it’s a question of how the the best performing assets of the recent trend perform like: - HYPE, ENA, VIRTUALS, FARTCOIN Have these peaked in mindshare / become consensus? Or are they category leaders who just keep winning?
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But the bear smokes a bong, Hyperliquid has no bear or bong
Bera launch is exactly like Hyperliquid except - They're selling hundreds of millions at launch instead of buying - VCs own 35% of the supply to sell - Highly inflationary farm token with high FDV 5:1 - Makes no money
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@FloydTerminal doubled on the fent news
I just had a good call with President Trump. Canada is implementing our $1.3 billion border plan — reinforcing the border with new choppers, technology and personnel, enhanced coordination with our American partners, and increased resources to stop the flow of fentanyl. Nearly 10,000 frontline personnel are and will be working on protecting the border. In addition, Canada is making new commitments to appoint a Fentanyl Czar, we will list cartels as terrorists, ensure 24/7 eyes on the border, launch a Canada- U.S. Joint Strike Force to combat organized crime, fentanyl and money laundering. I have also signed a new intelligence directive on organized crime and fentanyl and we will be backing it with $200 million. Proposed tariffs will be paused for at least 30 days while we work together.
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Best relative performing 4 assets on my watchlist. A portfolio of these assets seems like strong risk/reward at this point in the cycle. Fartcoin - #1 meme of the cycle. slaughtered recently, but mindshare/virality probably 2nd to none of tokens created this cycle. What other coin has been on Bloomberg/CNBC/Joe Rogan/tradfi twitter etc. If memes catch another wind this cycle, this seems best bet to catch 10x+ multiples. Hyperliquid - #1 app of the cycle. Profitability rivals leading chains just on the perp DEX alone. Spot trading and L1-ization (Hype as gas, LP pair, collateral asset, etc) could be significant icing on the cake. Unprecedented buy pressure on the token. 60%+ market share in cryptos #1 use case BTC - the king that all else is measured against. Haven’t actually held significant amount of BTC since the 2017 cycle. I’ve long avoided due to size + lack of real onchain DeFi/economic activity + ethos against builders and experimentation. Regardless, it’s shown a durable narrative and is the only asset to truly cross the chasm. At 2+ years off the bottom, feels like BTC should a part of the portfolio. JLP - the #1 DeFi asset. Its 1-yr performance is basically identical to BTC’s but with the closest chart in crypto to Up Only. From a volatility-adjusted perspective, JLP has massively outperformed nearly all assets this year with a Sharpe ratio of over 3 (versus 1.58 for BTC and 0.92 for SOL). Stablecoin farming: Hyperliquid’s HLP, Neutral Trade/Vectis delta neutral vaults, Pendle Fixed Yield tokens, Contango loops, Resolv airdrop farming
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BREAKING: Trump - “Few more liquidations, then Up Only”
JUST IN: 🇺🇸 President Trump says the pain from tariffs "will be worth the price."
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