TTD

A BTC crypto big timer

[TTD @_tentoesdown]

Crypto port

Long
- $hype
- $cards
- $kled
- $nos
- $kntq

Short
- btc
- eth

& some stables (<20%)

[TTD @_tentoesdown]

@ncbtrades 🫡🫡

[TTD @_tentoesdown]

Innocent times

[TTD @_tentoesdown]

$hype at $10 this fast is unreal

[TTD @_tentoesdown]

@sershokunin Janice, Plot, Whisper My Name

[Grayscale @Grayscale]

Grayscale Hyperliquid Staking ETF (Ticker: $HYPG) is now trading. The $HYPE ETP with the lowest gross management fee in the U.S.¹ and staking, in your brokerage account today.

Why $HYPE?

→ $HYPE is the crypto asset powering 24/7 markets
→ $HYPE captures value from @HyperliquidX’s $2.99T in perpetual trading volume²
→ 99% of @HyperliquidX fees go back to the protocol via buybacks³

$HYPE exposure from Grayscale, the world’s largest crypto-focused asset manager⁴

Hyperliquid.

[Hunter Biden @HunterBiden]

@Boilers32 It most definitely was not. I would never have forgotten my drugs.

[TTD @_tentoesdown]

I’ve longed for a while now but I can’t believe $GLXY is *that* limp

[TTD @_tentoesdown]

I’ve shorted for a while now but I can’t believe BTC and ETH are *that* limp

[TTD @_tentoesdown]

@CryptoMikli Rare TG miss

[TTD @_tentoesdown]

What if Bitcoin never existed

[WSJ Markets @WSJmarkets]

Hyperliquid, a decentralized crypto platform, is open 24 hours a day, seven days a week. The exchange has emerged this year as a go-to spot for Wall Street’s weekend warriors. https://t.co/3RFisC8oso

[StefanVanderLux @stefanvanderlux]

$GLXY

Galaxy's recent handover of the first Data halls to CoreWeave + the recent job offer from Dell (located in Afton, Tx) + the delivery news of $NVDA's Vera Rubin Rack...

Maybe just is coincidence, maybe not?!

[Yueqi Yang @Yueqi_Yang]

Kalshi's first example of a small business using it as hedging tool is The Jeffrey, an NYC bar that's promising free drinks to all customers if New York Knicks wins NBA Finals Game 1 on Wednesday

[TTD @_tentoesdown]

@ernestbaker Loved your piece on Worst Behavior years ago

[TTD @_tentoesdown]

OK Google play Blunt After Blunt by Danny Brown

[TTD @_tentoesdown]

Valuable tuition

[Ansem @blknoiz06]

$CARDS generates almost the same revenue as $VVV which is at 1B+ market cap but because its on solana instead of base & the zoomers have decided to only bid memes it still sits at $40M

differentiated app in its own vertical with very little competition

[wizzy (unc arc) @wizzyknows]

I bought some hyperliquid now I just feel like I’m so much better than everyone else? What is this phenomenon?

[Ansem @blknoiz06]

it is silly to abide by the existing framework of laws around how financial exchanges work when we are creating a completely new system from the ground up

@HyperliquidX would not exist if they attempted to fit into the existing system, neither would many other crypto protocols, there is a reason that they have to come up with new definitions in the Clarity Act for protocols that previously they did not have the sufficient regulatory definitions for, makes more sense to believe that the new laws will be structured to best accommodate the most successful crypto startups, of which Hyperliquid is clearly at the forefront, Jeff & co have said that they have had ongoing conversations with US lawmakers and continue to be surprised with how much they are learning how Hyperliquid works, the ICE has also made similar comments that have been positive

yes they are closed source, and yes they started with a small colocated validator set, but it is objectively true that they would not have been able to have as much success as they have so far without those core decisions at the beginning, it also is not as if they are not attempting to move to a more permissionless and decentralized construction as they've added more validators to the valset that did not exist when they first started that are not directly a part of the Hyperliquid team, i believe it's around ~25? but i know it isn't all from just their team and there are other people running validators

what people are underdiscussing currently with the future optimistic case regarding Hyperliquid, is that for the first time we have a pro-crypto president and a pro-crypto admin who both understand the importance of being early and supportive of these technologies but also understand how much money can be made if it is architected properly, now if you look at how Hyperliquid is designed with builder codes and HIP-3 it will benefit from a large # of exchanges and frontends being built on top of its core infrastructure and utilizing the deep liquidity and work that they've done creating a top of class exchange, the reason this should be important to Trump and the US govt if they understand it properly:

if Hyperliquid is successful and they become the AWS of liquidity for financial exchanges supporting perpetual futures, while USDC is the underlying stablecoin on the exchange, by default they will be creating a huge amount of demand for USD and extending the dominance of the dollar hegemony globally

they want everyone using US dollars, and the future state of the world a lot of that is going to be digital, the reason Clarity Act has been able to actually get support in Congress is because they understand the importance of stablecoins in the future and how they will continue to become more popular, in the same way that Trump has been outwardly supportive of companies that he believes are doing great innovative work in their respective industries like Dell, Ford, Intel etc. it is very likely that he will be as supportive with crypto companies if they are able to convey the value prop of Hyperliquid doing well effectively, I have confidence in @chameleon_jeff & @HyperliquidPC to correctly illustrate this opportunity to lawmakers

if I can see this thesis clearly for how building a decentralized perps exchange that many other countries and regions can build their own perps exchanges on top of that ALL use USD-based stablecoins underneath the hood, then i imagine it will be just as easy for others to see as well, we've already seen Trump support similar financial infrastructure with the Trump accounts through Robinhood, so not that farfetched IMO

[TTD @_tentoesdown]

My greatest skill is buying local highs and holding until it breaks

[TTD @_tentoesdown]

@ThinkingUSD DON'T WEAR NO 350'S ROUND ME