The WSJ article on hyperliquid is a good overview. The world will be quickly moving to efficient low cost 24-7 trading of real world financial assets not just crypto assets. The liquidity is moving to decentralized exchanges and away from more costly centralized exchanges .
@tw_crypto_ agreed long term, $SIVE is chilling and bullish asf
im already exposed to $SIVE but want to add more since I feel sidelined still somehow and have not enough at all
not sure if we see 70SEK again lowk
$NOK is the standout: up ~140% this year, Nvidia put $1B in back in October, new AI networking lab + a Lockheed 5G defense deal. lowk the real deal, nvidia shoving 1b+ into u is a good indicator
$BB has the QNX "physical AI"/robotics angle, FedRAMP recert, and is buying back ~4.6% of its float.
$XFAB is the speculative one: silicon carbide + sensors foundry, super volatile, thin float.
$LASE: its Laser Shield anti-drone system was selected by the Department of War (the renamed DoD) under the MEIA "Vulcan" call, sending shares up ~39% premarket and over 150% on the day β though it's still down ~18.5% YTD
$LAC It's the U.S. government (Dept. of Energy) who are in with size, in Jan 2026 the DOE took a 5% equity stake in Lithium Americas via warrants, plus a 5% economic stake in the Thacker Pass JV, tied to its $2.23 billion DOE loan;
looking at $XFAB it seems to be well positioned in this ai craze, will start a position soon, also looking at $NOK and $BB
all in the same price range, and have bullish upside, will post a thread about it tomorrow
looking at $XFAB it seems to be well positioned in this ai craze, will start a position soon, also looking at $NOK and $BB
all in the same price range, and have bullish upside, will post a thread about it tomorrow
@aleabitoreddit so ur saying $SIVE is tied to $MRVL who is tied to $NVDA who has a correlation to $XFAB? and all we have to do is buy those 4, who work together to make billions?
@Bluntz_Capital besides zec thoughts on a giga short if the war stuff kicks off again? hearing things about missiles and warnings in the middle east as we speak