frogfrog

A frog suffered from crypto winters ❄️

[frogfrog @0xfrogfrog]

$PURR not sth huge but interesting👀

[WOLF @WOLF_Financial]

JUST IN:

STANLEY DRUCKENMILLER JUST UPDATED HIS PORTFOLIO

This is everything Druckenmiller owned as of the end of Q2

- Natera $NTRA: 3,186,306 shares, $865M
- Taiwan Semiconductor $TSM: 589,680 shares, $282M
- STMicroelectronics $STM: 3,102,880 shares, $232M
- Insmed $INSM: 1,424,690 shares, $152M
- YPF $YPF: 3,138,897 shares, $143M
- Amazon $AMZN: 541,600 shares, $129M
- BBB Foods $TBBB: 2,901,733 shares, $121M
- Google $GOOGL: 336,300 shares, $120M
- iShares MSCI Brazil ETF $EWZ: 3,436,170 shares, $119M
- Seagate Technology $STX: 122,000 shares, $118M
- Fox $FOXA: 2,204,600 shares, $115M
- United Airlines Holdings $UAL: 794,795 shares, $108M
- Sea $SE: 1,099,905 shares, $105M
- CDW $CDW: 743,950 shares, $105M
- NuvationBio $NAMS: 3,070,146 shares, $104M
- SanDisk $SNDK: 34,900 shares, $79M
- Revolution Medicines $RVMD: 399,587 shares, $75M
- Bitdeer Technologies $BTDR: 4,074,993 shares, $65M
- CRH $CRH: 553,555 shares, $59M
- Delta Air Lines $DAL: 603,000 shares, $56M
- Fluor $FLR: 982,200 shares, $51M
- D.R. Horton $DHI: 299,000 shares, $49M
- Coupang $CPNG: 2,667,485 shares, $46M
- AMD $AMD: 72,900 shares, $42M
- Palo Alto Networks $PANW: 116,650 shares, $40M
- Cleveland-Cliffs $CLF: 4,216,184 shares, $40M
- Hut 8 $HUT: 314,150 shares, $36M
- Caribou Biosciences $CAI: 1,894,450 shares, $34M
- Global X MSCI Argentina ETF $ARGT: 328,800 shares, $30M
- Fox $FOX: 632,600 shares, $30M
- Woodward $WWD: 67,194 shares, $29M
- NuvationBio $NUVB: 4,539,800 shares, $26M
- Protagonist Therapeutics $PTGX: 208,900 shares, $26M
- Roku $ROKU: 184,055 shares, $25M
- Cavco Industries $CVCO: 39,500 shares, $24M
- ADMA Biologics $ADMA: 2,784,110 shares, $23M
- Purecycle Technologies $PURR: 2,941,500 shares, $23M
- Rambus $RMBS: 173,000 shares, $23M
- Rhythm Pharmaceuticals $RYTM: 203,618 shares, $23M
- Skyline Champion $SKY: 254,400 shares, $22M
- Daktronics $DAKT: 1,123,109 shares, $22M
- PureCycle $PCT: 2,681,415 shares, $22M
- Southern Copper $SCCO: 124,536.72 shares, $21M
- Linde $LIN: 41,200 shares, $21M
- Entegris $ENTG: 118,300 shares, $21M
- Teva Pharmaceutical Industries $TEVA: 624,999 shares, $21M
- Unity Software $U: 738,785 shares, $21M
- Aeva Technologies $AEVA: 720,175 shares, $21M
- Riot Platforms RIOT: 754,800 shares, $21M
- Quanterix Q: 125,655 shares, $21M
- Equinix EQIX: 18,450 shares, $19M
- Lam Research LRCX: 43,600 shares, $19M
- Deficiency Therapeutics DFTX: 356,600 shares, $17M
- Belite Bio BLTE: 106,100 shares, $16M
- Invesco S&P 500 Equal Weight ETF RSP: 74,400 shares, $16M
- 10x Genomics TXG: 403,100 shares, $15M
- Wabtec WAB: 56,595 shares, $15M
- Eli Lilly LLY: 12,380 shares, $15M
- Xenon Pharmaceuticals XENE: 238,600 shares, $14M
- Olema Pharmaceuticals OLMA: 986,827 shares, $12M
- Repligen RGEN: 77,400 shares, $11M
- Rocket Companies RKT: 652,220 shares, $10M
- Baidu BIDU: 88,200 shares, $10M
- Arm Holdings ARM: 28,090 shares, $10M
- Carvana CVNA: 151,000 shares, $10M
- Reddit RDDT: 56,550 shares, $10M
- Alcoa AA: 185,640 shares, $10M
- Thermo Fisher TMO: 19,200 shares, $10M
- Danaher DHR: 50,300 shares, $10M
- F5 FFIV: 22,000 shares, $9M
- Vista Energy VIST: 134,700 shares, $9M
- Skeena Resources SKE: 300,200 shares, $8M
- JBS: 655,900 shares, $8M
- Monte Rosa$GLUE: 297,600 shares, $7M
- Relay Therapeutics RLAY: 349,000 shares, $7M
- DBV Technologies DBVT: 383,363 shares, $6M
- Chemours CCC: 1,170,900 shares, $6M
- UWM Holdings UWMC: 2,583,000 shares, $6M
- Navitas Semiconductor NVTS: 311,100 shares, $6M
- Solaris Energy SOLS: 62,525 shares, $6M
- FTAI Aviation FTAI: 20,200 shares, $5M
- Beam Therapeutics BEAM: 153,600 shares, $5M
- Aurora Innovation AUR: 633,700 shares, $4M
- Iris Energy IREN: 87,100 shares, $4M
- Grupo Financiero GGAL: 59,500 shares, $3M
- Wave Life Sciences WVE: 173,000 shares, $1M

Call options:
- Invesco S&P 500 Equal Weight ETF calls RSPCALL: 821,000 contracts, $175M
- iShares MSCI Brazil ETF calls EWZCALL: 4,228,000 contracts, $146M
- Insmed calls INSMCALL: 1,350,000 contracts, $144M
- Amazon calls AMZNCALL: 459,300 contracts, $109M
- iShares Russell 2000 ETF calls IWMCALL: 330,000 contracts, $99M
- S&P 500 ETF calls SPYCALL: 90,000 contracts, $67M
- Tesla calls TSLACALL: 126,000 contracts, $53M
- CDW calls CDWCALL: 250,000 contracts, $35M
- Meta Platforms calls METACALL: 50,000 contracts, $28M

[WOLF @WOLF_Financial]

JUST IN:

STANLEY DRUCKENMILLER JUST UPDATED HIS PORTFOLIO

This is everything Druckenmiller owned as of the end of Q2

- Natera $NTRA: 3,186,306 shares, $865M
- Taiwan Semiconductor $TSM: 589,680 shares, $282M
- STMicroelectronics $STM: 3,102,880 shares, $232M
- Insmed $INSM: 1,424,690 shares, $152M
- YPF $YPF: 3,138,897 shares, $143M
- Amazon $AMZN: 541,600 shares, $129M
- BBB Foods $TBBB: 2,901,733 shares, $121M
- Google $GOOGL: 336,300 shares, $120M
- iShares MSCI Brazil ETF $EWZ: 3,436,170 shares, $119M
- Seagate Technology $STX: 122,000 shares, $118M
- Fox $FOXA: 2,204,600 shares, $115M
- United Airlines Holdings $UAL: 794,795 shares, $108M
- Sea $SE: 1,099,905 shares, $105M
- CDW $CDW: 743,950 shares, $105M
- NuvationBio $NAMS: 3,070,146 shares, $104M
- SanDisk $SNDK: 34,900 shares, $79M
- Revolution Medicines $RVMD: 399,587 shares, $75M
- Bitdeer Technologies $BTDR: 4,074,993 shares, $65M
- CRH $CRH: 553,555 shares, $59M
- Delta Air Lines $DAL: 603,000 shares, $56M
- Fluor $FLR: 982,200 shares, $51M
- D.R. Horton $DHI: 299,000 shares, $49M
- Coupang $CPNG: 2,667,485 shares, $46M
- AMD $AMD: 72,900 shares, $42M
- Palo Alto Networks $PANW: 116,650 shares, $40M
- Cleveland-Cliffs $CLF: 4,216,184 shares, $40M
- Hut 8 $HUT: 314,150 shares, $36M
- Caribou Biosciences $CAI: 1,894,450 shares, $34M
- Global X MSCI Argentina ETF $ARGT: 328,800 shares, $30M
- Fox $FOX: 632,600 shares, $30M
- Woodward $WWD: 67,194 shares, $29M
- NuvationBio $NUVB: 4,539,800 shares, $26M
- Protagonist Therapeutics $PTGX: 208,900 shares, $26M
- Roku $ROKU: 184,055 shares, $25M
- Cavco Industries $CVCO: 39,500 shares, $24M
- ADMA Biologics $ADMA: 2,784,110 shares, $23M
- Purecycle Technologies $PURR: 2,941,500 shares, $23M
- Rambus $RMBS: 173,000 shares, $23M
- Rhythm Pharmaceuticals $RYTM: 203,618 shares, $23M
- Skyline Champion $SKY: 254,400 shares, $22M
- Daktronics $DAKT: 1,123,109 shares, $22M
- PureCycle $PCT: 2,681,415 shares, $22M
- Southern Copper $SCCO: 124,536.72 shares, $21M
- Linde $LIN: 41,200 shares, $21M
- Entegris $ENTG: 118,300 shares, $21M
- Teva Pharmaceutical Industries $TEVA: 624,999 shares, $21M
- Unity Software $U: 738,785 shares, $21M
- Aeva Technologies $AEVA: 720,175 shares, $21M
- Riot Platforms RIOT: 754,800 shares, $21M
- Quanterix Q: 125,655 shares, $21M
- Equinix EQIX: 18,450 shares, $19M
- Lam Research LRCX: 43,600 shares, $19M
- Deficiency Therapeutics DFTX: 356,600 shares, $17M
- Belite Bio BLTE: 106,100 shares, $16M
- Invesco S&P 500 Equal Weight ETF RSP: 74,400 shares, $16M
- 10x Genomics TXG: 403,100 shares, $15M
- Wabtec WAB: 56,595 shares, $15M
- Eli Lilly LLY: 12,380 shares, $15M
- Xenon Pharmaceuticals XENE: 238,600 shares, $14M
- Olema Pharmaceuticals OLMA: 986,827 shares, $12M
- Repligen RGEN: 77,400 shares, $11M
- Rocket Companies RKT: 652,220 shares, $10M
- Baidu BIDU: 88,200 shares, $10M
- Arm Holdings ARM: 28,090 shares, $10M
- Carvana CVNA: 151,000 shares, $10M
- Reddit RDDT: 56,550 shares, $10M
- Alcoa AA: 185,640 shares, $10M
- Thermo Fisher TMO: 19,200 shares, $10M
- Danaher DHR: 50,300 shares, $10M
- F5 FFIV: 22,000 shares, $9M
- Vista Energy VIST: 134,700 shares, $9M
- Skeena Resources SKE: 300,200 shares, $8M
- JBS: 655,900 shares, $8M
- Monte Rosa$GLUE: 297,600 shares, $7M
- Relay Therapeutics RLAY: 349,000 shares, $7M
- DBV Technologies DBVT: 383,363 shares, $6M
- Chemours CCC: 1,170,900 shares, $6M
- UWM Holdings UWMC: 2,583,000 shares, $6M
- Navitas Semiconductor NVTS: 311,100 shares, $6M
- Solaris Energy SOLS: 62,525 shares, $6M
- FTAI Aviation FTAI: 20,200 shares, $5M
- Beam Therapeutics BEAM: 153,600 shares, $5M
- Aurora Innovation AUR: 633,700 shares, $4M
- Iris Energy IREN: 87,100 shares, $4M
- Grupo Financiero GGAL: 59,500 shares, $3M
- Wave Life Sciences WVE: 173,000 shares, $1M

Call options:
- Invesco S&P 500 Equal Weight ETF calls RSPCALL: 821,000 contracts, $175M
- iShares MSCI Brazil ETF calls EWZCALL: 4,228,000 contracts, $146M
- Insmed calls INSMCALL: 1,350,000 contracts, $144M
- Amazon calls AMZNCALL: 459,300 contracts, $109M
- iShares Russell 2000 ETF calls IWMCALL: 330,000 contracts, $99M
- S&P 500 ETF calls SPYCALL: 90,000 contracts, $67M
- Tesla calls TSLACALL: 126,000 contracts, $53M
- CDW calls CDWCALL: 250,000 contracts, $35M
- Meta Platforms calls METACALL: 50,000 contracts, $28M

[Hyperliquid @HyperliquidX]

VALR, Africa's largest crypto exchange by trading volume, is using Hyperliquid as the onchain infrastructure layer to bring perpetuals to its users.

This marks the first time a centralized exchange has integrated Hyperliquid directly. By building on Hyperliquid, VALR can focus on the experience and interface its users trust. Users benefit from Hyperliquid's deep liquidity and onchain transparency, while never having to leave the VALR platform.

[Citrini @citrini]

We only write 1-2 primers a year because we want them to be durable. It’s simple to publish something market relevant for 6 months, but our goal is a piece you can return to years later and still derive value.

Our Robotics primer meets that standard.

https://t.co/qPSAXaLgYN

[frogfrog @0xfrogfrog]

Hot take, worth to think about

[kmafia @0xKmafia]

Observation:
Hyperliquid is doing well but HyperEVM is not.

- Ventuals shut down.
- Hypurrfi shut down.
- Liminal faded off.
- Felix/Hyperlend are pretty dead.
- USDH proposal felt like a farce and was sunset by the Coinbase takeover anyways (which was the ideal outcome btw)
- plus others that you forgot about or never knew the name of

The only builder with meaningful product traction is @unitxyz as the primary deployer of HIP-3 markets (and maybe @Kinetiq_xyz for liquid staking). Unclear if there's any nepotism there with unit, but there is at minimum concentration risk.

That concentration risk and the overall path so far for HyperEVM is discouraging for future builders. Most success has remained fairly limited to Hypercore.

There's hesitation to building anything on HyperEVM in fear of either a) nobody caring (PMF) or b) HL building it themselves (existential risk)

Similarly it is discouraging for users. There's little reason to take additional risk tying up their capital on HyperEVM with a protocol that is a) unlikely to airdrop and worse, b) likely to be defunct within the next year.

A year ago that wasn't so clear. Today it is.

Yet HL has stated clearly that building out the ecosystem and attracting builders is important to them.

We haven't seen builder growth in the same way Solana was able to achieve in 2021-2022 or Ethereum before it.

Perhaps that's just because crypto is now dead. And if so, then RIP.

But maybe there's still a chance for the EVM.

Let's see.

[frogfrog @0xfrogfrog]

@HLglobal_ hyperliquid

[frogfrog @0xfrogfrog]

@KyleSamani 🤔

[frogfrog @0xfrogfrog]

big if true

[kook @KookCapitalLLC]

coinbase teasing a big announcement today

imo they will discontinue their perps platform

and relaunch it using hyperliquid builder codes

this is the obvious correct path for them - they should focus on being a brokerage business

their 'expertise' is distribution + the client relationship

the aqav2 deal btwn crcl / coinbase and hyperliquid made me sure this would happen eventually

when it does $hype is teleporting to $100+

lets see if its today 🫡

$coin $crcl $hype

[Citrini @citrini]

Hyperliquid.

[frogfrog @0xfrogfrog]

👀

[Perps.fun @Perpsdotfun]

Launch perps. Own the fees.

We're partnering with @Kinetiq_xyz to bring the first HIP-3 launchpad to life!

https://t.co/9v50aQWk6Y will list directly on Kinetiq's @Markets_xyz exchange, becoming the exclusive Co-Deployer.

More details below.

[frogfrog @0xfrogfrog]

@ryandcrypto Ppl cant take jokes nowadays 😂

[frogfrog @0xfrogfrog]

A sunset is another sunrise.

Thanks for your devotion, hats off ser 🫡

[Alvin Hsia @alvinhsia]

a year ago, we had a crazy idea — what if you built perps for private companies?

many people told us it would never work, but we thought it was worth trying anyways.

and over the course of the past year, we proved it could be done.

it was by no means a perfect system. but for much of this year, Ventuals became the go-to venue for realtime pricing information on the most important private companies well before their IPOs.

and most importantly, for the first time ever, exposure to private companies was open to everyone — with instant execution, no paperwork, no management fees, and no performance fees.

since our mainnet launch, over 11,000 traders have done over $1B in annualized volume across our markets, and Ventuals has ranked in the top 10 RWA perps DEXs measured by open interest.

and for me, the personal anecdotes made it all the more fun. several traders have put on multi-million dollar positions in our pre-IPO markets. employees at SpaceX, OpenAI, and Anthropic, along with several late-stage VC funds, have reached out to tell us they have been using Ventuals to price their own shares.

but all good things come to an end, and this ending is making room for what’s next.

today we announced that we’re winding down Ventuals, and will be joining another team building in the Hyperliquid ecosystem. we’re really excited to share more on that soon, but today’s announcement is focused on the wind down.

over the next few days, all Ventuals deployed HIP-3 markets will be settled and halted for trading. please read the full article for details.

starting on June 19, all vHYPE holders will be able to withdraw their deposited HYPE. users can expect to get their HYPE back 1:1, plus any accrued native staking yield since their deposit. since inception, Ventuals has never earned any fees from vHYPE.

thank you to all of the traders, stakers, and market makers who gave us a shot. thank you also to the Hyperliquid team, and all the other ecosystem builders who we’ve partnered with over the last year.

while it’s bittersweet that this part of the journey is coming to an end, i am incredibly proud of what our small team pulled off, and we couldn’t have done it without your support.

more to share soon on what’s next. onwards!

[frogfrog @0xfrogfrog]

#hyperliquid

[steven.hl @_stevenhl]

CFTC Chair on Hyperliquid:
→ He thinks HL is transforming the US markets with their 24/7 offering
→ Smart contract logic automates a lot of what exchanges have to comply with
→ ADL is an unconventional mechanism, not good or bad
→ Modernizing the rules to bring things onshore

[kirbycrypto @kirbyongeo]

never thought I’d see a retail consumer app like @moomoo show data from Hyperliquid $SPCX perps

next logical step - enable perps trading via builder codes 🙏🏼

Hyperliquid

[jeff.hl @chameleon_jeff]

We did it @HyperliquidX

[frogfrog @0xfrogfrog]

@pheromones_sol im gna grind harder 😭

[frogfrog @0xfrogfrog]

generational

[0xMacroGuy @0xMacroguy]

Almost got a heart attack when I opened my wallet tracker.

Apparently I got a $max airdrop (no idea what it is).
Checked on HL it's only worth $100.

2M would have been great.

[frogfrog @0xfrogfrog]

wt a chad #HYPERLIQUID

[PerpetualCow.hl @PerpetualCow]

If you held $HYPE you got a stimulus check airdropped.

Make memes great again on Hyperliquid.

Check your wallet here:

https://t.co/HPJLCQspNu

[frogfrog @0xfrogfrog]

👀

[Jukan @jukan05]

…..I didn’t expect this to become a meme.

[frogfrog @0xfrogfrog]

😎

[x256.hl @x256xx]

Still waiting for $HYPE to sweep these 8-9$ liquidations

I ain’t buying this shit

Hyperliquid