Asymmetric Bull 🐂

🥇 $TSLA $SPCX 🥈 $MU $ALAB $MRVL 🥉 $NVDA $GOOGL $AMZN $ARM $AVGO $ASML $AMD $TSM $META $PLTR 📈 $HYPE $SOL $ORE 📈

[Asymmetric Bull 🐂 @AsymmetricBull]

@SStricklandMMA 🤣 legend

[Tesla Robotaxi @robotaxi]

Robotaxi now in Tampa & Orlando!

[Hyperliquid Daily @HYPERDailyTK]

We haven’t entered a full market uptrend yet, but Hyperliquid’s key indicators have already hit all-time highs.

Hyperliquid is eating the CEXs’ lunch on open interest.

vs OKX: Hyperliquid now represents 45.5% of the combined OI

vs Bybit: 35.8%

vs Binance: 18.7%

The shift is happening in real time.

[Asymmetric Bull 🐂 @AsymmetricBull]

@jaymesrosenthal

[Asymmetric Bull 🐂 @AsymmetricBull]

if $eth runs, so does ethereum:0x6982508145454ce325ddbe47a25d4ec3d2311933

[Crypto Fergani @cryptofergani]

Ethereum is about to pump.

Altcoin season is about to start.

Memecoins are going to explode.

You will retire your parents.

[David Schamis @dschamis]

This is the key thing that no one talks much about. Fees on HIP-4 Outcome markets on @HyperliquidX are going to be SO MUCH cheaper than what @Polymarket & @Kalshi charge.

Price matters

Hyperliquid

@HypeStrat $PURR

[MartyParty @martypartymusic]

$BTC Weekly Logarithmic and Wyckoff Accumulation Schematic #1 - July 20th

[MartyParty @martypartymusic]

Bought a tranche of $BTC $SOL $SUI $HYPE and $ORE at $64k pullback.

Proportions up to you but mine are:

40%
30%
15%
14%
1%

Turn your DCAs on people.

DCA on every pullback that flushes the red lines and yellow lines.

Not financial advice simply transparency - you make your choices yourself.

[Asymmetric Bull 🐂 @AsymmetricBull]

bought back some of the solana:So11111111111111111111111111111111111111112 I previously sold around $70 few weeks ago to de-risk

just gonna stake and forget

also bought more hyperliquid:native

and for funsies ethereum:0x6982508145454ce325ddbe47a25d4ec3d2311933 dogecoin:native

[Shay Boloor @StockSavvyShay]

UBS says $MU could repurchase more than 40% of its shares by the end of 2028 once its buyback restriction expires in December 2026.

The firm expects Micron to generate over $400B in free cash flow through 2028 which could fund the repurchases at current prices.

[Jo Bhakdi @JOBhakdi]

$MU drowning in cash, and it's not stopping at least until 2028.

Market is selling it off, because it believes 7 fwd P/E is too much for a company that grows earnings 100% per year.

Now, UBS determines that $MU can use it's insane cash stack to just buy up its own shares.

We live in interesting times - we are in something the resembles an inverse bubble - investors not buying stocks despite being guaranteed enormous cash floods.

[Stocktwits @Stocktwits]

When Trump posts about your largest position

[Shay Boloor @StockSavvyShay]

$GOOGL is developing a new AI chip called “Frozen v2” that could run Gemini models nearly 10x more efficiently than its latest TPUs.

The chip is targeted for 2028 and would hardwire parts of Gemini to improve speed and efficiency while easing Google’s compute constraints.

[MartyParty @martypartymusic]

$BTC Wyckoff Accumulation Schematic #1 - July 19th

Phase transition estimates added.

Phase B: 1 March (pass)
Phase C: 1 July (pass)
Phase D: 1 Aug
Phase E: 1 Sept

Not financial advice. DYOR.

[Chamath Palihapitiya @chamath]

There are two problems rn for crypto and, specifically, bitcoin bulls:

1) marginal liquidity would rather speculate in prediction markets and equity markets

2) marginal energy to mine BTC is worth 10-20x if reallocated to serving AI tokens

These changes feel structural but I could be wrong…

[Henrik @Henrik_on_HL]

Hyperliquid is trading at just ~17x circulating P/E.

For comparison:

> CME Group: ~23x
> Robinhood: ~52x
> Coinbase: ~74x

Hyperliquid is growing significantly faster than all of them, generates over $800M in annualized earnings, and continuously uses protocol revenue to buy back HYPE from the open market. It‘s Open Interest reached a new ATH against Binance, Bybit and OKX.

There are no VC unlocks hitting the circulating supply.

It’s hard to find another asset with this level of growth, profitability, and competent team (ex Harvard) trading at a 17x circulating P/E.

[Asymmetric Bull 🐂 @AsymmetricBull]

@kNox miss your videos 🫡

[High Yield Harry @HighyieldHarry]

R.I.P. the bear case July 16-July 19

[TrendSpider @TrendSpider]

The absolute last thing Burry wants to see is this parabolic move play out one more time

$TSLA