MONK

Sunny @SyncracyCapital · Prev @Messaricrypto · NFA · Disclaimer:

[MONK @defi_monk]

https://t.co/apshnc9oOr

[Ryan Watkins @RyanWatkins_]

The higher we pump, the more important it is to stay disciplined on quality.

Time and again, people get sloppier the frothier the market gets, chasing empty narratives and catch up trades.

The difference will be clear when this initial phase of the new cycle is over.

[McKenna @Crypto_McKenna]

Hyperliquid has just flipped Solana in USDC total supply w/ 7.19Bn USDC outstanding across HyperCore and the HyperEVM.

Equally FED rate hikes of 25-50bps increases the implied reserve yield of the USDC supply as per AQAv2.

AQAv2 is approaching $200M/yr in revenue for Hyperliquid.

[MONK @defi_monk]

@based16z Oh I thought they had a shot but the way this guy said it it’s as if there wasn’t a truer thing in the universe

[MONK @defi_monk]

A very respected VC in this space once told me Kalshi was going to beat Hyperliquid in perps because of TikTok ads.

[MONK @defi_monk]

@beniduboss You’re an inspiration

[MONK @defi_monk]

CT barely matters now for $HYPE PA, this coin is currently graduating as we speak

[rasmr @rasmr_eth]

It’s crazy HYPE is almost $100 but everyone on CT sold already so no one is celebrating lmao

[MONK @defi_monk]

I think forcing garrett to close was a cathartic blowoff top outcome people were chasing and thats not happening now

Doesn’t matter in the long-run but might stuff some momentum here

[MONK @defi_monk]

Whether you love him or hate him my man @tulipking knows how to grab attention.

You got a good one @notthreadguy

[MONK @defi_monk]

Think Garrett got baited a bit here.

Could have let everyone continue to think he was hurting so that they drive his spot bags higher, but showed his hand because of ego.

[Lee Goon Wang @5morewhooppers]

$zec going down on the news that it indeed has some kind of Saylor aboard and that previously thought to be directional future buy pressure is in fact semi-hedged future gargantuan sell pressure

LGW

[Kyle @zeroxkyle]

did more research

very very convicted in this

pumpamentals pumped -> dumped -> repricing inbound

[MONK @defi_monk]

@zeroxkyle @Gold_Cryptoz <3

[Kyle @zeroxkyle]

Now that the week has passed, in hindsight, the fomc dip was extremely obvious at range lows

This is why you follow smart money - h/t @Gold_Cryptoz and @defi_monk these guys aren't the best in the biz for nothing

[threadguy @notthreadguy]

it’s genuinely hilarious ct is silent today nobody holds anything

[Baba @0xbaba]

orbio <> musebook barbell for ai tech on robinhood

[MONK @defi_monk]

👀

[Mike Selig @MichaelSelig]

👀

[MONK @defi_monk]

Think this spot looks obvious in hindsight.

Capitulation during an uptrend for a clarity vote that wasn’t expected to pass til ppl got their hopes up two days ago. Ahead of FOMC.

[Ryan Watkins @RyanWatkins_]

If you’re paying attention, you’ll note that Hypercore now supports:

- Perps (Crypto, RWAs)
- Spot
- Predictions
- Lend / Borrow
- Vaults

In other words, the core DeFi primitives of every L1, but it’s all enshrined and value accretive to HYPE.

The “Chain to House All Finance” is not a meme.

Nothing but air until HYPE is a top 5 coin.

[ellie.hype @ellie_nfts]

Happy $HYPE ATH

$HYPE at $90 🥳

[MONK @defi_monk]

The legalization of Hyperliquid is imminent.

[Jake Chervinsky @jchervinsky]

CFTC is not playing around.

Wasting no time, yesterday they filed what appears to be a proposed rule for interagency review entitled “Regulation Crypto Asset Transactions and Regulation Crypto Asset Markets.”

Things are going to move fast in DC.
https://t.co/LoX0rywDsj