Darius Radfar

When in doubt, zoom out

[WSJ Markets @WSJmarkets]

Hyperliquid, a decentralized crypto platform, is open 24 hours a day, seven days a week. The exchange has emerged this year as a go-to spot for Wall Street’s weekend warriors. https://t.co/3RFisC8oso

[tolks @_tolks]

they bundled the supply while the dev launches a second token man

it’s really the crypto trenches on the world’s largest financial markets

[Darius Radfar @DariusRadfar]

Does he get carry on this

[The Kobeissi Letter @KobeissiLetter]

This is absolutely insane:

President Trump's purchase of 10% of Intel, $INTC, was worth $8.9 billion in August 2025.

Today, Apple announced a deal with Intel and this position is worth $56.5 billion.

That's a gain of +$47.6 BILLION in less than 8 months.

Truly unprecedented.

[Austin Barack @AustinBarack]

This is going to be so popular, especially with the trillion dollar IPOs coming in the next 6-18 months

[Flood @ThinkingUSD]

Crypto is paying a high price for years of altcoin scams and grifts. It can feel like a toxic industry where very little value is created.

It's easy to feel disillusioned and wish you were focusing on AI-related trading, businesses, or working at a startup in that sector. Many companies and investment firms have already begun the rotation out of Crypto. Don't let your apathy make you unproductive; it's your personal responsibility to continue learning about the world. If you feel the call of the wild, then go.

For the ones brave enough to stick around, not only will the risk-reward be as asymmetric as it's been in recent history, the concentration of upside in a handful of assets will make it EASIER to generate massive returns. There is less capital looking at Crypto exposure than ever before. This all changes with a rapid repricing in Bitcoin this year, which I believe is inevitable.

For a long time in Crypto, nothing felt buyable due to an excess of capital being forced to deploy in a sector with limited opportunity. We're in a new regime now.

We're reaching a similar level of apathy that I felt during 2019 and 2022. I almost quit Crypto to go back to TradFi. It's no surprise those were the years where I generated the bulk of my returns (sans Hyperliquid).

Outside of trading, if you're passionate about the space, companies that are still building during this period will be positioned to take advantage of the inevitable reacceleration of this industry. Working at top-tier companies in the space is more accessible than ever due to a shortage of people entering the field.

Don't undervalue your time.

[Darius Radfar @DariusRadfar]

Let’s gooooo!

[Hooman @hoomanradfar]

I'm happy to welcome @openledger to @CollectiveFin.

This is another important step toward a more complete AI-native financial operating system, purpose-built for the backbone of the economy, Businesses-of-One.

The future is not a back office that disappears.

The future is a back office that drives itself.

Collective is building it now for 30M solo businesses.

Read more here.

https://t.co/If5Bu9njXu

[Darius Radfar @DariusRadfar]

@guilleflorvs @hoomanradfar @CollectiveFin :)

[Felipe Montealegre @TheiaResearch]

blockworks is leading the industry in token investor relations. absolutely necessary.

[Bloomberg @business]

Crypto traders flocked to the Hyperliquid exchange to hedge commodities as the conflict between the US, Israel and Iran erupted https://t.co/qelCgeERhP

[Mippo 🟪 @MikeIppolito_]

The only thing that really matters for how people think of you long term is how you react when times are tough.

It's easy to be bullish at the top, and it's worth nothing.

[Darius Radfar @DariusRadfar]

@syrupsid 🫡

[fejau @fejau_inc]

Whenever crypto re-emerges anew, which I think it will, fintech VCs who are much smarter will take the lions share imo.

[Jeff Dorman @jdorman81]

This is fantastic. @coinbase @binance @okx @Bybit_Official @krakenfx & every crypto broker & data source (@coingecko @CoinMarketCap) should integrate this ASAP.

This industry can't grow without proper education.

ALL TOKENS ARE NOT CREATED EQUALLY!

So let's stop pitching them as one giant macro trade, and instead start celebrating their nuances.

[jeff.hl @chameleon_jeff]

Those who can, do
Those who can't, fud

Before writing a paper maybe learn the definition of what you are studying? ADL does not "transfer pnl to HLP." It treats HLP entirely symmetrically with users. **ADL has nothing to do with HLP or backstop liquidations**

ADL did not "destroy $653 million of pnl" either. If you don't understand what you're talking about, you are not qualified to spread lies masked by fancy ML terms to sound smart. It's a shame that these are the "academics" that the industry looks up to.

[Darius Radfar @DariusRadfar]

@ankurnagpal @CollectiveFin will do this all for you! @hoomanradfar

[Gammichan @gammichan]

JP Morgan: "We're gonna let you use BTC as collateral"
Square: "You can finally pay for your coffee with BTC"
BofA: "We recommend 4% BTC allocation now"
El Salvador: "Our BTC experiment was a success, let's buy more"

Crypto natives: "It's over forever"

[Darius Radfar @DariusRadfar]

@jdorman81 ^

[Darius Radfar @DariusRadfar]

@Crypto_McKenna Bullish

[Legion Hoops @LegionHoops]

Shaq says he calls to check on Kobe Bryant’s mom once a month:

“Their mom has been through a lot in a couple of years, and that takes a toll, and sometimes you just need somebody to just call to check on you… I don't know what it feels like to lose a son and a husband, so l'm sure she has a lot of pain that she's dealing with. I just try to make her smile… I'll never get to see Kobe again, in real life, forever. And I just should have called. He should have called. We both should have called. But he's working, I'm working, so it's 'I'll see you when I see you’… Call your mom. Call your brother. Call the homeboy you used to party with in college. Forever is a long time.”

(via @natashadye, https://t.co/vN3Z3cAnuU)

[Darius Radfar @DariusRadfar]

Whatever this means, yes.

[*Walter Bloomberg @DeItaone]

*LUTNICK: ISSUING GDP ON THE BLOCKCHAIN