vibe shift + tides turning + stars aligning + balls tingling + this time is different + supercycle (real) + beachball underwater + golden catchup trade + mental capitulation + what if we all made it + i hope i don't jinx it + manifesting ATHs please god please for the one time
I don’t see a new paradigm where majors are rotated out of, and select up-and-comers can sustain their swim against an outgoing tide for long. Instead, I think majors are telling us something, and people are finding reasons not to listen.
Think ETF flows for $HYPE are going to massively surprise to the upside.
Have had multiple friends in Tradfi call me and tell me they think owning HYPE here is more asymmetric than owning Semiconductor stocks for now.
The REAL rally is just beginning.
If you’re wondering why $HYPE is making new ATHs today, this is your best resource to understand the thesis.
@defi_monk and I spent an enormous amount of timing detailing the evolution of Hyperliquid and quantifying how big the opportunity could be, potentially reaching $300B+ in the coming years.
The job is far from finished.
One of the fastest ways to doxx yourself as a midcurve is by asking, “What’s the reason for the Zcash pump today?”
$ZEC’s path to $6900 is preordained. On any given day it needs no reasons.
The markets are on easy mode. You just have to bid BTC, HYPE, and ZEC. And wait. Enjoy life. Touch grass.
We make money by having the balls to believe while others are scared. Truth is, better days are still ahead of us.
The bears are wrong. We are going so much higher.