1/ Long $GOOGL / Short $NVDA
The thesis is simple: Google is about to eat a chunk of Nvidia’s AI lunch.
The market sees a monopoly. The data suggests a potential regime change.
Here is the best thinking on why this may be the trade of the year. 🧵👇
Hey Pear Army,🍐
About a month ago, we launched our Pear v2 beta release, marking a major step forward for our platform. Since that launch, we’ve rolled out quite a few quality-of-life improvements designed to make trading perps safer and smoother than ever, and our stats have consistently backed that up.
This week, we encountered the first major issue since the v2 beta launch. Due to our rapid momentum and user growth, our backend experienced a surge in requests and trades, pushing our infrastructure beyond its current limits. In other words, a good problem to have.
We moved quickly to address the issue, and it took us only a short amount of time to get most of the platform back up and running. At the same time, we’re strengthening our architecture to ensure it can comfortably handle even higher usage moving forward. This is an ongoing process.
Meanwhile, features like basket trading continue to prove invaluable, helping traders both spread risk and even boost profits.
Pear Protocol has fought tooth and nail to earn its place in the HL ecosystem, supported by hard work and pure statistics. We’re proud to still maintain one of the highest win rates for perps anywhere.
And it’s not just Pear, Agent Pear has been thriving in this market, validating our continued investment and vision for the broader ecosystem.
We can’t thank our community enough for the incredible support, bug reports, and trust you continue to show us. Every issue we fix together makes Pear stronger.
We’ll be back stronger than ever, and yes, there will be some goodies coming your way to make up for lost time.
Stay tuned, stay sharp, and stay pear-shaped 💚
@PearIntern@pear_protocol I shorted $XAN because it was up over 60% in 24h with clear signs of exhaustion (momentum cooling, OI + CVD rolling over). Paired it with a steady long leg to balance exposure. Simple relative-value play: fade the overextension, hedge the risk.
I've heard there is a basket trading competition where you can win some Hype! Right here at @pear_protocol
Sometimes it can happen in minutes! I was lucky since I followed the big boss reasoning! Thanks @hufhaus9
Long USDC!
SHORT ZEC, HYPE, BTC, LTC, FARTCOIN (all 20%)
#Hyperliquid