Big Hamilt◎n

discipline 》hype

[Shay Boloor @StockSavvyShay]

$TE wants to rebuild more of the U.S. clean energy supply chain onshore by starting with solar module manufacturing and expanding into battery storage through the $32M KORE Power acquisition.

T1 Energy is trying to position itself as a U.S.-based energy infrastructure supplier across both solar and storage.

[gum @gumsays]

@blknoiz06 handful of tokens moving in this mkt with hype

I think ppl discounting solana ai onchain right now, its pretty much a strong holder market again and no one is looking to sell because we finally have interesting devs and real products

[Lin @Speculator_io]

Trump has been telling you what to buy for months:

• AI: $DELL $MU $SNDK $WDC
• chips: $INTC $AMD $NVDA $TSMC $ARM
• space: $RKLB $PL $ASTS
• crypto: $HOOD $CRCL $PURR
• energy: $BE $GEV $FCEL $TE
• drones: $UMAC $ONDS $AVEX
• nuclear: $XE $CCJ $OKLO $UUUU
• robotics: $OUST $AEVA
• quantum: $IONQ $QBTS $RGTI $INFQ
• batteries: $FLNC $AMPX $KULR
• healthcare: $OSCR $CLOV
• photonics: $AXTI $AAOI $LITE $CRDO
• rare earths: $USAR $CRML $TMC
• manufacturing: $STRL $CDNL
• critical minerals: $TMQ $MP $LAC

Don't overcomplicate it.

Never miss the leading stocks again:
https://t.co/elrxrmAnFt

[gum @gumsays]

BTC implied volatility at all time lows and the last 3 times it was at this level we nuked to hades

Honestly, wouldn't be mad, at least we would get a quiet summer and good positioning for Q4

[Big Hamilt◎n @BigHamilton_]

LONG LIVE JENNY HARRINGTON
@HalftimeReport

[Big Hamilt◎n @BigHamilton_]

JENNY HARRINGTON IS A 🐐

@HalftimeReport

[Big Hamilt◎n @BigHamilton_]

JENNY HARRINGTON IS A 🐐

@HalftimeReport

[Big Hamilt◎n @BigHamilton_]

@moontripss

[Big Hamilt◎n @BigHamilton_]

@moontripss @s0meone_u_know 🐐

[The Independent @jonathankjones]

$INFQ
Here's what you don't know about $INFQ:
I have been invested $INFQ and $INFQW since they were $CCCX and $CCCXW before the SPAC merger taking them public because $INFQ is not (just) a quantum stock!

$INFQ is a SPACE STOCK: $INFQ already has providing upgraded quantum hardware to the International Space Station through a NASA cargo mission.

$INFQ is a DEFENSE STOCK: $INFQ secured a $2 million contract from the U.S. Defense Advanced Research Projects Agency, an offshoot of the Defense Department.

$INFQ is a REVENUE STOCK: has shown steady revenue growth, primarily from quantum sensing, timing products, government contracts (especially national security), software, and early quantum computing offerings. All recent revenue is 100% organic and quantum-related.

https://t.co/ret8KbdZKa

[Infleqtion @infleqtion]

Infleqtion has signed a Letter of Intent with the @commercegov CHIPS Research and Development Office for $100 million in proposed funding to accelerate U.S.-based quantum computing technologies critical to economic competitiveness and national security.

“Quantum computing is emerging as a foundational technology for economic competitiveness, technological leadership, and national security,” said Matt Kinsella, Chief Executive Officer of Infleqtion. “This investment reflects the transformative potential of quantum innovation, and we’re honored to work with the Department of Commerce to accelerate U.S. leadership in quantum computing.”

The proposed investment supports the advancement of neutral-atom quantum systems across quantum hardware, photonics and full-stack system development, while strengthening domestic quantum manufacturing, supply chain and workforce capabilities.

Infleqtion’s quantum technologies are already supporting programs across national security, energy, and scientific research, including @DARPA, the @Energy, @NASA, and the @DeptofWar.

“NVIDIA and Infleqtion have long worked together to accelerate the capability of quantum computing through integration of quantum processors with GPU supercomputing,” said Timothy Costa, Vice President and General Manager for Quantum at @NVIDIA. “This announcement is an important milestone for developing large-scale quantum computing systems in the United States, and we're excited to continue supporting Infleqtion on this journey.”

Read the full announcement: https://t.co/7r6V4hvDxw

[HFI Research @HFI_Research]

People probably don’t remember this at all but in April 2022, EIA oil inventory data on a relative basis turned bearish. Implied oil demand went down, total liquids saw builds due to SPR release.

Today?

We are going to have the largest and fastest visible oil inventory draws in history.

Again, I don’t know how many times I can say this. There is no historical analogs for what we are about to see.

If people can lose sight of what’s coming just because Asian traders are praying for a TACO from Trump, then let oil inventories hit tank bottom. There’s no point trying to convince people of the math.

It is what it is. Let it be.

[Benjamin Cowen @benjamincowen]

Crypto was better before governments got involved.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The SEC is set to release its so-called "innovation exemption" for tokenized stocks which will pave the path for trading digital versions of securities, per Bloomberg.

Details include:

1. In a "surprise move," the SEC is leaning toward allowing the trading of tokenized assets

2. These tokenized assets would be tradeable on decentralized crypto platforms

3. The move could "reshape the landscape of the American stock market"

4. This would also be one of the US' biggest shifts into crypto infrastructure yet

Tokenized assets are rapidly expanding.

[gum @gumsays]

We witnessed a rebirth of Solana this week

$500M DeFi inflows driven by Ethena on Kamino and Jupiter

It has now fully recovered from the TVL drop caused by the Drift

Lots of discussion about @perps. At first glance most people will think nothing came out of it but I assure you there are many teams watching the hundreds/thousands of free feedback CT gave on how to improve their product and attract new users and capital.

@googlecloud and the @SolanaFndn collaborated on an initiative allowing agents to discover, access, and pay-per-request for APIs from Google Cloud - using stablecoins on Solana.

The Solana RWA ecosystem has been up only YTD and is at a new ATH. Yields are higher than regular crypto tokens and uncorrelated with crypto, making it more attractive to users.

Solana has 98% market share in Tokenized Equities trading.

Tokenized collectibles are taking off on Solana with Collector Crypt and Phygitals seeing $100M in volume in just the last 2 weeks.

A lot more happened but these were the most relevant ones.

Writing this post is giving me nostalgia of when I used to do these in '22 and '23 when SOL price action was dead for months on end and everyone thought none of this matters.

But it does.

[Jeffrey Currie 🆔++ @CommodMkt]

Welcome to the most asymmetric trade in modern financial history.

The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return +217%, GSCI Total Return +205%, Gold +140%. NASDAQ trails at +130%. S&P 500 at +85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade.

Get long. Buckle in. Hang on for the ride.

Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.

[Full Moon 🌕 @FullMoonOrdinal]

Last resort

As @MagicEden and https://t.co/oBO5CyPYrm sunset their Ordinals platforms, OG communities grow stronger.

Ordinals are permanent provenance and decentralization. Full Moon Ordinals protects that ethos.

As Ordinals rise, FMO 💹

Stack cubs

[Big Hamilt◎n @BigHamilton_]

@w3arew3 @AshCrypto Was thinking the exact same thing as I was reading

[Big Hamilt◎n @BigHamilton_]

@3orovik That's the dumbest shit I've ever heard

[Big Hamilt◎n @BigHamilton_]

@FactorOrigin @solana lmao

[CryptoKelly @cryptokelly53]

https://t.co/VMK5jDEcp3