Randy Lewarchik

Once a downtown Detroit real estate developer, now a portfolio manager and bringing a little euphoria to the world with Blissgevity

[bubble boi @bubbleboi]

Looking forward to China distilling this Fable model and turning it into a Tall Tale.

[Randy Lewarchik @RandyLewarchik]

@PeterMintzberg @HyperliquidX https://t.co/6DBNnKmWLB

[Randy Lewarchik @RandyLewarchik]

@HYPEconomist succinctly put

[Randy Lewarchik @RandyLewarchik]

@ianbremmer History will acknowledge Zelenskyy as one of the most consequential and courageous leaders any nation has ever produced.

[Randy Lewarchik @RandyLewarchik]

Buy the dip.

Maybe Arthur sold before the tweet. Maybe he’s already legging back in. Maybe he adds more tomorrow, next week, and next month. Or maybe it’s all noise.

The mistake is focusing on Arthur instead of the business.

As usual, the market gets distracted by the personality and the headlines. Do your own due diligence. Build your own conviction.

From my vantage point, nothing has changed. The growth is there. The profitability is there. The buyback structure is there. The fundamentals are there.

Ignore the noise and hold the asymmetric opportunity.

The investment world has seen plenty of growth stories, plenty of profitable companies, and plenty of buybacks. I'm not sure it's ever seen all three combined quite like this.

[Randy Lewarchik @RandyLewarchik]

@reisnertobias Where can I hear the whole presentation it cut off. Thanks for providing

[Warren Pies @WarrenPies]

Nasdaq 100 Stocks with 400% returns over past year:
-2000 peak = 22
-Today = 6

The number of extreme Nasdaq winners today is the highest it has been since 2000, but there is a long way to go to match the mania of the previous Tech Bubble.

[Randy Lewarchik @RandyLewarchik]

@solana Hyperliquid

[Randy Lewarchik @RandyLewarchik]

@DodgerHODL @Bitwise @Matt_Hougan @JSeyff grok says its not available on you tube yet.

[Randy Lewarchik @RandyLewarchik]

@Ritholtz The last guy isn't moving from his spot, but his stance is definitely moving.

[Randy Lewarchik @RandyLewarchik]

@KevinWSHPod @thenuarebirth Meaning he buys and holds. Unless thesis is invalidated? ....That's how I invest anyway

[Randy Lewarchik @RandyLewarchik]

In 2025, I sold off all my altcoin positions and the majority of my Bitcoin to move fully into Hyperliquid. It had become clear to me that Hyperliquid delivers everything altcoins have always aspired to be, but never will. I still believe strongly in Bitcoin, but I expect the real growth from here forward will come from Hyperliquid’s superior cash flow and tokenomics.

[Randy Lewarchik @RandyLewarchik]

@Bankless @Matt_Hougan can you post it to you tube please. Its easier for me to listen to it there. Thanks

[Randy Lewarchik @RandyLewarchik]

@cburniske @blknoiz06 As old as time positive cash flow from income. Basic business principles

[Randy Lewarchik @RandyLewarchik]

@citrini @tradexyz @elonmusk HYPERLIQUID

[Randy Lewarchik @RandyLewarchik]

@peterktodd Peter are they technically enemy combatants or just poor desperate folks/suckers ensnared in Putin's/Russia evil schemes.

[Randy Lewarchik @RandyLewarchik]

Strongly agree. This is obvious for those of us who actually bought $HYPE with real capital. The platform is already superior on its own merits — it doesn’t need to rely on free handouts and dilution to attract users. Sustainable price appreciation (“up and to the right”) should be the real incentive, not endless emissions.The current overhang completely undermines the token burn and makes it largely irrelevant. Cutting or restructuring unscheduled supply would be a game-changer for long-term holders.

[post rich @0xpostrich]

https://t.co/CjXqA7jVBG

[Randy Lewarchik @RandyLewarchik]

@forallcurious Source "trust me bro"

[ZachXBT @zachxbt]

@zoomerfied @SilvXBT Interesting how NYSE only has issue with HL but not Polymarket.

Never mind it all makes sense now.

[Randy Lewarchik @RandyLewarchik]

@KevRGordon @bespokeinvest Here's a little conversation I had with grok about the chart https://t.co/5trbTydX9q