@PeterHRatcliffe@MarkJCarney "I haven't read it but I already 100% agree with it"
Ladies and gentlemen, I present to you exactly the problem with Canada today.
The reason @BasedOneX is dominating the builder codes space is because they mastered behavioural design:
> Phone notifications trigger instant dopamine hits
> XP gains after losses make you feel rewarded even when rekt
> You get perception of value when you see that orange bar progressing
< Now you hooked into a loop that drives the one more trade mentality.
This is why teams obsessing over application design will capture majority of the HL's volume.
I'm pulling every last drop of my HYPE from overfarmed protocols and throwing it all on Harmonix this week.
TVL on Hyperliquid surged from $330M to $1.7B in 3 months (Base took 7 months, Sui over a year), yet most are still sleeping on native protocols building on top of hevm.
Which brings me to @harmonixfi a protocol I've been following for months now, launching next week with just $6M TVL, on hEVM
Here's why I'm reallocating this week ALL my HYPE stack from Sentiment and Valantis into Harmonix. ⤵️
Already backed by @Presto_Labs and @skylandvc with their team having prev. shipped a CeDeFi yield farming aggregator, this team was one of the first native builders to leverage HyperBFT w/ their HYPE-USDC delta-neutral vault, which currently yields ~20% APY through long/short hedging.
The only reason Harmonix hasn't gotten more traction yet imo is because they've been running on Hyperliquid's bridge aka Arbitrum this whole time.
rn Harmonix's TVL sits at only $6M which to me is low considering the quality of their product and all the work this team been doing. I believe we should see an explosion similar to what we've seen w/ HyperBeat and Valantis last month.
The real alpha that flipped my whole thesis is :
they're building yield strategies that could become the new standard for how we think about HYPE's yield... ⤵️
1) $BTC above 100k
2) bottom in since 91k
3) pullback to 96k complete
4) alts making higher lows ready to rise more
5) 103 - 105k soon
6) February the bullish month
7) no major drops happening next weeks
This is going to be a good time.
Thesis has never changed.
Only time has passed and I believe this year will be like last cycle.
Q4 will be historic.
This will be my 2nd cycle and Im not missing this time.
$BRETT is the next $SHIB
gm, the food taste so good... And what a luxury to be able to have more than one piece of fruit per day!
I know some of you may have a lot of questions. I won't have all the answers.
Let me chill for a bit. Then figure out the next steps. There are always more opportunities in the future than there were in the past.
I want to thank everyone for your support. It meant a lot to me, and kept me strong in the darkest moments.
A few quick updates/thoughts:
Giggle Academy has been going well, and will be a big part of my life for the next few years.
Will continue to invest in blockchain/decentralized technologies, AI, and biotech. I am a long term investor who care about impact, not returns.
I will also dedicate more time and funding to charity (and education). I have some rough ideas.
Still working on my book. About 2/3 done, I think. Writing a book is a lot more work than I anticipated, but will see this one through.
Oh, @binance seems to be doing well without me back-seat-driving, which is excellent. Every founder's dream!
Stay tuned. See you at the conferences.