pickle rick

2002 Player Hater of the Year… bet more earn more ⚡

[x256.hl @x256xx]

This is probably the most bullish metric for @variational_io, already a N2 onchain venue for RWAs OI with at least 35 more RWA pairs coming in the next month.

Overall onchain RWA pie is growing exponentially, and TradeXYZ along with Vari are taking most of it.

I have seen people on the timeline saying it's too late to farm it and that the cost per point is high; let me get things straight, it's not early, but it's still not late.

You can still easily get points sub 10$, while OTC is at 20$; personally, I am getting points for 7-8$ (250-300m FDV while $LIT is trading at 2,4B and HYPE at 60b)

Also to note, I do think OTC markets are partially a meme; I remember very well trying to buy $HYPE points and tokens in the pre-market and not getting shit and just having a lot of my funds stuck on the TGE date. Same for Polymarket Valuations; there is basically no liquidity on it.

I don't see a world where Vari doesn't trade at least at 40-50% of $LIT FDV (1-1,2B FDV = 30-40$ per point). I think it's a much better market fit and a much better play on the overall RWA trading meta.

Alpha is trading RWAs, longer holds; Vari heavily favors OI. You can even get points when you just open positions and let them open forever; you will still be getting points (great for delta-neutral funding arbitrage to get the lowest cost per point/actually get paid)

For fastest/maximum points effectiveness = 24-48h RWA holds (or just be a profitable trader lol)
For lowest cost per point = 96hrs holds +, ideally funding arbitrage (this is technically the "stablecoin farm" in the market rn)

For access and max 15% points boost +automatic silver tier for the next 90 days:
https://t.co/WInMkK3XPx

[Guthix 🫵 @GuthixHL]

if u feel comfortable posting a position screenshot you probably oversized

[rené @spiritualgamblr]

highkirk

[Muyao @MuyaoShen]

Late (in NYC) but a new story from me: @tradexyz started offering pre-IPO perps tied CXMT, China’s SK Hynix. Not surprised given the demand, but interesting and new product done by crypto - something we haven’t seen in the space for a bit

[800.HL @degennQuant]

HIP4 volume will collapse tonight

Baguettes have driven majority of volume 🇫🇷🥖

Tonight they cry

[Jeets @ieatjeets]

you have to lose in a way that humbles you to your core, that’s when you start rebuilding.

[Ansem 🐂🀄️ @blknoiz06]

imagine being long oil since March

[Moonshot @moonshot]

it's tung tung time to lock in

[Ryan Watkins @RyanWatkins_]

Haven’t been this excited about crypto since 2023.

For the first in my career I see a genuine path to onboard hundreds of millions of users onto blockchains, while much of the market is too distracted or checked out to appreciate it.

Think we’re firmly in the territory where you want to be looking past any month-to-month volatility and focus on the bigger picture unfolding over coming quarters and years.

Time to lock in.

[LetMeDo @_LetMeDo_]

Make Hypermemes great again!

[Counterparty @counterpartytv]

Jason Yanowitz says Threadguy understands how young people think about finance better than almost anyone

"Threadguy is more on the nose of what is actually happening in the 25 and under crowd and how they treat finance. I think Threadguy just gets it."

"If memecoins haven't died through retail getting absolutely rinsed over the last year, he might have a point here."

[Kaiz 🐂🀄️ @Kaiz_294]

[@blknoiz06 just broke down why he started going all in on Solana back in early 2021]

“if there’s another L1 that can do what Ethereum is doing but cheaper & faster, that’s a pretty simple thesis.”

“it seemed like a pretty good hedge against ETH.”

“it doesn’t make sense that they have the second most active users, one of the most active developer communities… and it’s trading at like 5% of Ethereum’s market cap.”

“eventually this is gonna get repriced higher.”

What stood out is how simple his thesis actually was.

Ethereum had already proven demand for smart contracts. If another L1 could deliver the same experience, but faster, cheaper, and still attract builders, that was an asymmetric bet worth taking.

After spending 4+ years watching the ecosystem evolve through DeFi Summer, the NFT boom, congestion issues, FTX, and the recovery, his core thesis hasn’t really changed.

The fundamentals have.

- the network is far more stable after years of upgrades
- the builder ecosystem keeps expanding
- user activity stays among the highest in crypto
- consumer apps, DeFi, and AI are all growing on the same chain

His point is that the market spent years pricing @solana based on old narratives like outages and FTX, while ignoring how much the network has improved underneath.

That’s why he believes a repricing is inevitable.

The fundamentals have finally caught up to where the valuation should’ve been all along.

[*Walter Bloomberg @DeItaone]

KREMLIN ON REUTERS REPORT THAT PUTIN IS LIKELY TO ESCALATE UKRAINE WAR: RUSSIA IS OPEN TO ACHIEVING ITS AIMS THROUGH TALKS

[LayerZero @LayerZero_Core]

Built with LayerZero

[factorydoge @factorydoge69]

looking at that robinhood meme token, it looks like ppl rly wanna be risk on

[Omnia π @0xOmnia]

Some of the most requested features

Enjoy :]

[jeff.hl @chameleon_jeff]

Africa's largest crypto exchange will power their core perps offering directly using Hyperliquid's onchain liquidity. This is a major milestone that will redefine how the next generation of financial applications are built.

The breakthrough of cloud computing was that any startup could quickly test their idea, with the comfort that the infrastructure would scale with their business. As the most liquid global venue for assets such as BTC, Hyperliquid will play the same role in the global economy. By tapping into the deepest onchain liquidity, builders can instead focus on their product and users.

Huge congratulations to the VALR team. We are honored that they chose to build on Hyperliquid. Excited to scale together!

[CoinMamba @coinmamba]

Did Saylor sell his kidney first though?

[altoshi @stablealt]

✅

[Guthix 🫵 @GuthixHL]

mk4 is back in the books