🚨 CRASH IN JAPAN
Over ¥100 TRILLION ($700 BILLION) wiped off Japanese stocks as the NIKKEI plunges nearly 10% over the last 9 trading sessions.
It continues...
🚨 HUGE CRASH: Next week will be crucial for markets.
The U.S. stock market has a HUGE problem beneath the surface.
5,000 stocks are down 20%+ from their 52-week highs.
Nearly 4,000 are down 40%+.
Thousands of individual stocks are getting destroyed. And with the major indices starting to fall too, things could escalate fast.
This could drag other markets down with it.
The biggest $HYPE long position is currently sitting on ~$57M in profit
The position belongs to @smartestmoney, one of the largest $HYPE holders, and it’s the biggest $HYPE long position on Hyperliquid.
• Position size: 1.38M $HYPE (~$110M)
• Current profit: $57M, with peak profit reaching ~$75M
• He has been holding this position for 373 days
• During this time, he has paid $6.6M to keep the position open
This GOAT deserves the nickname “Diamond Hands” more than anyone else.
I’m convinced he won’t close his long even when $HYPE breaks above $100. He understands just how much potential $HYPE has over the next few years.
Hyperliquid.
BOOM💥💥 #Avalanche $AVAX is just days if not weeks away from reaching its previous all time highs and this crypto can easily reach 1000$ by early weeks of next year #AVAXHolders#AVAXCommunity
What's crazier is the hackers apparently bought the reseller and made them sign a non-disclosure agreement to keep their mouth shut.
So many things wrong here...
JUST IN: UP CLOSE VIDEO SHOWS HOW HACKERS STOLE OVER $80,000,000 SILENTLY CORRUPTING LEDGER #BITCOIN WALLETS
A SCAM SHOP IN MALAYSIA WAS LISTED AS AN "OFFICIAL AUTHORIZED RESELLER FOR YEARS"
BEHIND THE SCENES, CRIMINALS WERE INSERTING MICROSCOPIC SPY CHIPS ON EVERY WALLET
THEY REPACKAGED THE DEVICE AND SHIPPED IT TO UNSUSPECTING VICTIMS
ALL THE WHILE IT WAS SILENTLY CAPTURING THEIR PRIVATE KEYS
THIS IS WILD ‼️
I really believe we are at the early stages of a generational $STX rally
In previous runs the price was largely speculation but now the fundamentals are stronger than ever
→ Clear demand for BTC staking (institutions and 1st caps filled)
→ Direct value accrual to the STX token (price goes up as demand increases)
→ Token gets locked in the process (lowers float)
→ Robust DeFi ecosystem with apps like @ZestProtocol with $ZEST ($180M FDV) and @StackingDao with liquid stBTC, @bitflow etc all growing quickly
→ Clear vision from @muneeb with the Three Frontier Plan for @Stacks
And one thing that is often overlooked is the community
Stacks really is different. People have built here for years, are passionate and stuck to the task which is very rare in crypto nowadays
Battle tested through the downturns, held through multiple cycles and still standing
Time to pay attention to $STX
🚨HUGE: Hyperliquid's perps are now live on the Bloomberg Terminal.
The Terminal now shows live data from Hyperliquid's 24/7 perps, including oil, gold, the S&P 500 and chipmakers.
It comes after President Trump said the CFTC is working to bring Hyperliquid to the US.
Buyback tokens should increase in price due to this.
I used DeFiLlama to see through the list of tokens that might be undervalued here.
The tokens are weighted by P/F, P/S, 30 day revenue and revenue growth.
I think the drawback here is that the score rewards cheap P/F, cheap P/S, high revenue, high growth, and high mcap, but it has zero weight on token unlock/dilution pressure, revenue durability, or competitive moat, and narratives in itself.
Like what I mean is that a token can rank #3 purely because its multiples are compressed, even if the business itself is going down.
For several of them ($ARB, $SKY, $ETHFI, $NEAR, $LDO, $AAVE) they have not very high buybacks, and/or the fee switch is off atm.
Also, 5/20 names are within the Solana ecosystem ($RAY, $PUMP, $ORCA, solana:JUPyiwrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN, solana:jtojtomepa8beP8AuQc6eXt5FriJwfFMwQx2v2f9mCL), and IMO all of them will rise/fall together with the general Solana trading volume and SOL price/sentiment.
If we were to see a big drawdown in the market in general, most of this list's revenue will get hit simultaneously since they're based on trading/swap volume.
$HYPE stands out as the highest-quality name by absolute revenue ($58.3M/30d) and active buyback+burn (97% which is sick AF), but it's also the most expensive on P/F (22.7x) in the top half of the list.
With that said, I do have to say that $RAY, $AERO, and $PUMP look the most interesting to me.
But Raydium is heavily dependent on Stonkfun (StonkFun began routing every new token launch through Raydium, which is why Raydium's fees has 5x'ed in this period). Will that continue?
As always, Hyperliquid looks great and is a cash machine, but maybe the pricing is fair where it is rn at $93?
There are so many coins that you can buy and hold if this continues. IMO the best ones to look at (Fundamental coins only):
HYPE
LIT
PUMP
ZEC
ENA
NEAR
VVV
Great overall but unsure how high they go due to current other fundamental factors (RH, or other trends)
ETHFI
UNI
ARB
ONDO
ZAMA
DRV
PENDLE
BP
AERO
Coins that COULD still be strong but haven't shown to be leaders yet:
TAO
STX (VERY underrated coin imo)
XPL
GRASS
MON
MEGA
MORPHO
CHIP
BREAKING: KRAKEN PARENT CO PAYWARD IS BRINGING PERPS TO THE US ON HYPERLIQUID.
These will use the recently deployed HIP-3* markets on Hyperliquid.
Hyperliquid is coming to the USA. Absolutely massive news.
Source: Business Wire
There are multiple reasons why I believe $SUI can become a Top 10 asset worldwide. From memes to stocks, bonds and commodities, Sui is positioning itself to become a major destination for onchain trading.
💧Sui is building a full financial stack across DeFi, payments, stablecoins and RWAs.
💧 Tokenized stocks, bonds and other real-world assets are bringing traditional finance onto Sui.
💧 Stablecoin adoption on Sui continues to expand, bringing real liquidity and financial activity.
💧 Sui is already seeing real-world payment adoption, Paga integrated Sui Dollar into its consumer app and enterprise payment infrastructure, while RedotPay enables SUI and USDC-Sui payments across 100+ countries.
💧 Over $1T of $BTC sits idle because using it usually means handing it to someone else. Hashi is set to change this by keeping BTC on the Bitcoin network while opening financial services on Sui. Mainnet is coming soon.
💧 Sui is targeting applications that can serve millions of users, not just crypto-native users.
In my view, the ecosystems that survive long term will be the ones solving real-world problems and seeing real-world usage. Sui is positioning itself to be one of them.
With CLARITY stalled, I expect the SEC, CFTC, and Treasury to advance rules under existing law, banks to expand Bitcoin custody and loans against it, and more capital to favor Bitcoin and digital credit. GENIUS supports stablecoin adoption. Progress need not wait for Congress.