Moi Stern

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[Bluntz @Bluntz_Capital]

some coins have held up exceptionally well and barely flinched.

$hype $zec $near $vvv $useless $cards

[Moi Stern @SternMoi]

@capradavis @UnsupervisedCap @Old_Samster @bloomberg_seth Congrats g

[Moi Stern @SternMoi]

@robustus @tulipking I'm just not sure why I'd move my assets from one shielded pool to another shielded pool. Maybe if theres a practical reason, idk.

If unshielding needs to occur between those moves (think thats currently the case), think it sort of defeats the whole purpose of privacy.

[Moi Stern @SternMoi]

@robustus @tulipking ZEC bulls have been vocal about keeping money movements within the shielded pools (often describing it as magical, which makes sense).

If the end goal is shielded only, aren't Turnstiles useless? In that state there would 0 ways to verify whether an inflation bug exists.

[Moi Stern @SternMoi]

BTC feels like death in the Puss in Boots movies coming to ruin the alt party

[Moi Stern @SternMoi]

I keep seeing the CT missed HYPE take but I just don't think its true nor possible.

Maybe you missed it if you exclusively traded memes and don't follow a single smart person on CT?

Like what else could you have bought in 2026 with conviction on a long timeframe? (sans ZEC)

[cousin @cousincrypt0]

Majority of CT missing the HYPE trade because they forgot how to dream 🥺

[Moi Stern @SternMoi]

@0xOmnia

[Moi Stern @SternMoi]

How is there no $KNTQ perp?

[Moi Stern @SternMoi]

@KyleSamani @defi_monk

[Moi Stern @SternMoi]

@himgajria @Mr__Gollum Scary names, but none of those own the entire trading infrastructure top to bottom. HL does.

Having to offload parts of your stack to other providers is probably a competitive disadvantage (time, product quality)

[Moi Stern @SternMoi]

@tulipking How’d you get the 200 number for hype?

[Moi Stern @SternMoi]

@kelxyz_ What would drive usage to Phoenix? Hard to see that volume move away from hl

[Moi Stern @SternMoi]

@imjaredz @JehanGodrej @ianmackey (jehan friend) is diabolical

[Moi Stern @SternMoi]

He looks like Chuck McGill from Better Call Saul

[Roberto Parrottino @rparrottino]

Carlo Ancelotti: “El fútbol no es una ciencia exacta. Cada uno tiene su opinión. Si hablo de medicina y digo el remedio que tienes que tomar, un doctor me puede decir que no es el correcto porque la medicina tiene una universidad. El fútbol, por suerte, no tiene una universidad”.

[Moi Stern @SternMoi]

Seeing .hls dunking on SOL and its PA sucks.

They're two completely different products. Solana is still the best blank canvas for most blockchain apps (everything except perps?), and the existence of Solana is fundamentally good for crypto. Cool things still happen on Solana.

SOL might be an ass hold rn but you can still appreciate Solana, think its bad taste to hate on it.

[Moi Stern @SternMoi]

Builder codes on coinbase next

[Hyperliquid Hub @Hyperliquid_Hub]

gmeow!

Coinbase bought and staked the 500K HYPE ($20M)

Next ????

[Moi Stern @SternMoi]

The BNB price targets became a little less insane today

[Hyperliquid @HyperliquidX]

Coinbase has announced its plan to activate AQAv2 on USDC as the treasury deployer, with Circle serving as the technical deployer responsible for CCTP and native cross-chain infrastructure. Both Coinbase and Circle have committed to stake HYPE to activate AQAv2. As part of this transition, Native Markets has agreed to terms granting Coinbase the right to purchase the USDH brand assets. With Coinbase, in its role as treasury deployer, sharing the vast majority of reserve yield revenue with the protocol, USDC will become the most aligned stablecoin on Hyperliquid. As a result, canonical outcome (HIP-4) markets will use USDC as the quote asset in a future network upgrade.

User and builder feedback has been consistent that fragmentation leads to degraded experience; now, the community no longer needs to choose between liquidity and protocol alignment.

The pioneering work of Native Markets in launching USDH as the first production-scale stablecoin sharing yield directly with a protocol in a purely onchain implementation made AQAv2 possible. The learnings and mechanics pioneered by USDH will live on in AQAv2.

The Hyper Foundation will give grants to eligible HIP-3 deployers, HIP-1 deployers, and builders who integrated USDH, supporting teams through migration over the next months. These grants reflect an ongoing commitment to teams who choose to build on Hyperliquid and align with the protocol. USDH markets are fully functional but will sunset over time. USDH remains fully backed, with feeless conversions to USDC and fiat available to users during this transition.

[Moi Stern @SternMoi]

@mdudas Why not Collector Crypt ?

[Moi Stern @SternMoi]

@AviFelman Royal Oaks give off Hublot vibes, same buyer. The other APs are great but irrelevant, which kind of makes non-RO AP a niche brand.

Hard disagree on Rolex though. Outside the black Sub and maybe Datejusts, you don't see strivers wearing Day-Dates or the more niche diving models.

[Moi Stern @SternMoi]

New Jersey is the 2nd best state in the Union

[nazzo @nazzobetweeting]

i am aesthetically pro new jersey