Exit Liquidity :/

There exist in the world pockets of back where nothing has happened amidst it being so over. -Pythia Cap. Believe in something, but not too long… -Bold

[Exit Liquidity :/ @Crypto_Class21]

@Citrini7 Maybe, but that magic internet money is going to the moon!

[Exit Liquidity :/ @Crypto_Class21]

@AtlasShrug1 November’s ATM has likely already been written…

[Exit Liquidity :/ @Crypto_Class21]

@AlexMasonCrypto I asked Grok:

“In short: the specific 2022 bottom and October 2025 top calls are asserted repeatedly by the account after the fact, but no independent, time-stamped public posts from those periods confirming them turned up in searches of the account’s activity.”

[Exit Liquidity :/ @Crypto_Class21]

@SirOfFinance But isn’t Warsh’s whole thing to lower ST rates by *shrinking* the balance sheet?

[Exit Liquidity :/ @Crypto_Class21]

@CryptoCred With you brother

[Cred @CryptoCred]

This was one of the highest volatility days in recent crypto history.

Was I long the BTC breakout?

No.

Did I catch the HYPE news?

No.

But do I have a tactical pool of capital that’s ready to deploy with a clear plan if a new trend forms?

Also no.

[Exit Liquidity :/ @Crypto_Class21]

@ThinkingUSD Care to explain the color coding?

[Exit Liquidity :/ @Crypto_Class21]

@sungcapital Is there much exposure to this theme just buying the SKorea ETF EWY?

[Bags @0xbags]

“we are so fucking back”

[kuno @kunoo]

"I'm just going take a quick trade here, I'll be in and out"

Five hours later:

[Exit Liquidity :/ @Crypto_Class21]

@damnang2 lol, same!

[Exit Liquidity :/ @Crypto_Class21]

@AtlasShrug1 “6th observation” Of what?

[Gwart @GwartyGwart]

My understanding of the Clarity act failing is that they put together this broad encompassing bill for 2 years and then the last part was that the president and elected officials had to stop scamming people and they were like no we can’t agree to that, that’s an outrageous demand

[Exit Liquidity :/ @Crypto_Class21]

@DratchCap I’m long too, but considering reducing (probably at the lows) as. DRAM (60%) and NAND (20%) make up a much larger share of SKhynix’s revenue for example than HBM does.

[Exit Liquidity :/ @Crypto_Class21]

@ricci_nov @jukan05 How is DRAM different? Seems like you could replace DRAM for NAND in your comment above and it still read cleanly.

[Exit Liquidity :/ @Crypto_Class21]

@MarkosAAIG Did you model another SK Hynix miss next quarter b/c they discounted their product to NVDA for access to theirs?

I’m hoping the buy back narrative takes over, but that sounds like a bag holder justification right now.

[fintechgirl 🇰🇷 @fintergirl]

Rumors circulating in Korea as to explain why SK Hynix has been dumping so hard since July

Translation

7:19 三沙 Yeouido Rumor Mill)
Right now, SK Hynix is supplying HBM3E to Nvidia dirt-cheap. Because it's set at an annual fixed price, Samsung is aggressively hiking prices on general-purpose memory and posting great earnings, whereas Hynix's quarterly profit growth remains relatively low for this reason.
Regarding HBM4, it is true that Nvidia delayed the Vera Rubin launch due to defects from SK Hynix.
SK Hynix's HBM4 price hike for Nvidia next year will likely be lower than competitors (competitors raising by over 80%, Hynix by 50%).
In return, SK Group secured priority supply rights for Nvidia chips for its data center business.
An SK Hynix sales employee vented about this over drinks.
Chae Min-sook, an analyst formerly with SK Hynix, heard this story and leaked it to Yeouido.
In July, SK Hynix stock plunged, while SK and SK Eternix hit the daily upper limit.
After uncovering the full story, SK Hynix banned Chae Min-sook from entering their premises.
Fund managers instructed other analysts to verify the facts.
Many say the pricing deal isn't even finished yet, and wild rumors continue to circulate.

[Exit Liquidity :/ @Crypto_Class21]

@pequityresearch How are you modeling the effect of CXMT’s wafer volume ramp + it’s new fab into your memory thesis?

[Exit Liquidity :/ @Crypto_Class21]

@MelvinInvests It’s not just the big 3.
Have you not heard of CXMT?
It’s bigger than Intel by mrkt cap, and will attack commodity DRAM (2/3 of SK hynix’s revenue) by scaling up output right when SK’s current LTAs expire.

CXMT is expected to be 30% of the DRAM mrkt by 2030...

[Exit Liquidity :/ @Crypto_Class21]

@AtlasShrug1 This guy makes the argument that DC’s are a real estate play, not a tech investment.

https://t.co/uktwfWWF7X

[Exit Liquidity :/ @Crypto_Class21]

@pequityresearch Why down 10% then?

[Exit Liquidity :/ @Crypto_Class21]

@americanhodl8 BTC etf doesn’t look so bad now…