itjima

pool 2 for the culture

[Wall St Engine @wallstengine]

$MU SEES 4Q ADJ. REV. $49B TO $51B, EST. $43.24B

MICRON 3Q ADJ GROSS MARGIN 84.9%, EST. 81.9%

MICRON 3Q ADJ GROSS MARGIN 84.9%, EST. 81.9%

MICRON SEES 4Q ADJ. REV. $49B TO $51B, EST. $43.24B

*MICRON 3Q ADJ GROSS MARGIN 84.9%, EST. 81.9%

[WIRED @WIRED]

Trump administration officials tell WIRED that if Anthropic wants to rerelease Fable 5, it will need to ensure the model's guardrails can't be circumvented. Security experts say that can't be done. https://t.co/itfeqzRgSS

[Evanss6 @Evan_ss6]

The Big Short taught a generation the wrong lesson: it microwaved them into romanticizing trying to monetize the red circles, when the real wealth came from surviving them and riding the green.

This is Michael Burry’s fault

[itjima @0xitjima]

could've just sent haaland to open the straits of hormuz

[Jukan @ICML @jukan05]

Korean Media: SK Hynix Preparing Massive $66.4 Billion Shareholder Return Program Following ADR Listing

- Korean media report that SK Hynix is expected to announce a large-scale shareholder return program worth approximately $66.4 billion after its ADR listing.
- To minimize dilution concerns and potential backlash from existing shareholders, the company has reportedly reduced the ADR offering size from 2.4% of outstanding shares to the low-2% range.
- SK Hynix is expected to raise approximately KRW 40 trillion (about $26.5 billion) through the issuance of new shares as part of the ADR offering.

[Ryan Watkins @RyanWatkins_]

In January + February it was gold and silver.

In March + April it was oil.

In May it was semiconductor equities.

In June it’s $SPCX.

In the months ahead I’m sure it will be something else…

Are you getting it now?

You will trade everything on Hyperliquid and be happy.

Long $HYPE and the financialization of everything.

[Anthropic @AnthropicAI]

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.

The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.

Access to all other Claude models is not affected.

We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.

Read our full statement: https://t.co/bwn0sximKZ

[DEGEN NEWS @DegenerateNews]

BREAKING: @X TO ALLOW USERS TO TRADE $SPCX VIA @coinbase, @RobinhoodApp AND OTHER BROKERS

[DEGEN NEWS @DegenerateNews]

NEW: $SPCX PRE-IPO PERP BY @tradexyz SURPASSES $250M OPEN INTEREST ON @HyperliquidX

SpaceX begins trading Friday under ticker SPCX after the largest IPO ever. The company is raising $75 billion by selling 555.6 million shares at $135 each

[Him @himgajria]

If you connect the dots hard enough — the exploit went through, and the optimized route for the exploiter to offload their newfound infinite supply was to pay for a coordinated pump of the coin, which we witnessed via the biggest names in this space, all at the same time.

[τop τick crypτo 📁 🤖🧠 @toptickcrypto]

“The memory trade can’t keep going because the hyperscalers can’t spend more than 100% of cash flow”

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Micron stock, $MU, officially hits $1 trillion in market cap for the first time in history.

12 months ago, this stock was worth just $70 billion.

[Markets Alpha @MarketsAlpha]

The 2026 FIFA World Cup is coming to Hyperliquid.

[DEGEN NEWS @DegenerateNews]

BREAKING: @HyperliquidX HITS NEW ATH IN FUTURES MARKET SHARE VS @binance - 16.28%

SOURCE: https://t.co/lMD5l8c1SG

[DEGEN NEWS @DegenerateNews]

NEW: @HyperliquidX ROLLING OUT PREDICTION MARKETS SETTLED IN $USDC

AS HIP-4 ADOPTS $USDC AS QUOTE ASSET, SUNSETTING $USDH

[steven.hl @_stevenhl]

The last time HYPE was $50:

- BTC was $125K
- ETH was $4600
- SOL was $235
- HIP-3 didn’t exist
- HIP-4 didn’t exist
- PURR wasn’t bidding HYPE
- HYPE ETFs didn’t exist
- Circle wasn’t giving HL 90% of their USDC yield
- People assumed team unlocks was 10M HYPE tokens monthly

[DEGEN NEWS @DegenerateNews]

BREAKING: @Bitwise ANNOUNCES THAT IT WILL BE DEVOTING 10% OF THE BITWISE HYPERLIQUID ETF ($BHYP) MANAGEMENT FEE TO HOLDING hyperliquid:native ON THE BITWISE BALANCE SHEET*

[amit @amitisinvesting]

SPACEX $SPCX OPENS FOR TRADING ON HYPERLIQUID VIA PERPETUAL FUTURES AT $208/SHARE

Perpetual Futures are basically creating liquidity for non-liquid assets and have been incredibly accurate.

This price action is implying an open of $2.4T, the biggest IPO in history.

[s @sershokunin]

👀 @tradexyz @HyperliquidX

[DEGEN NEWS @DegenerateNews]

BREAKING: @Bitwise HYPERLIQUID ETF - OFFERING 100% DIRECT EXPOSURE TO SPOT $HYPE AND THE FIRST TO USE IN-HOUSE STAKING - TO START TRADING TOMORROW