Sticks

Focused on markets, macro & crypto | Writing long-form when something’s worth the depth | The intersection of tech and markets is where I spend most of my time

[Sticks @___sticks___]

Most think “sell in May” applies again, but this time might be different. Yes, S&P, Nasdaq, and DJI are approaching resistance, and a short-term dip is possible. But I believe the broader setup doesn’t point to a full correction.

Macro uncertainty from Q1 is easing. The U.S. finalized a major mineral deal with Ukraine, and China and the U.S. finally agreed to discuss trade, clear signals of renewed geopolitical alignment and reduced risk.

We could be entering a “Goldilocks zone,” meaning there will be enough slowdown to ease inflation but enough stability to support risk.

Crypto mirrors this shift. I believe BTC pushing toward $100K is more than technical; it’s a psychological battleground. Solana’s bounce off April lows and reclaim of $150+ last week shows strength in the face of broader uncertainty. A minor dip might shake weak hands, but structurally, we see mixed signs, meaning it could go either way.

Most are still waiting for Q3 entries, assuming fear and uncertainty continue. But markets don’t wait. Early movers like HYPE already broke resistance. If we’re right, this isn’t a top; it’s the beginning of the next leg.

Being contrarian isn’t about fading trends. It’s about spotting when the herd is wrong

[Sticks @___sticks___]

What’s funny about these people calling for a recession is many of the same people are also calling for a stop to the data center build out, and ultimately if they succeed there will indeed be a recession

[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

[Sticks @___sticks___]

@BernieSanders

[Sticks @___sticks___]

What is going on with zcash:native

[Sticks @___sticks___]

@ASnipeH @MorePerfectUS

[Sticks @___sticks___]

@citrini We send analyst #3 to space

[Geiger Capital @Geiger_Capital]

The majority of Venezuelans want to drop their currency and officially Dollarize…

🟢Approve - 57% (+28)
🔴Dissaprove - 29%

Maduro strongly opposed it. We expanded the American empire essentially overnight.

[Frank Chaparro @fintechfrank]

Jeff Sprecher, CEO of ICE (owner of the NYSE), on Hyperliquid:

“This Hyperliquid that we’re talking - f you haven’t heard about it, it’s bigger than NASDAQ, okay?”

“We’re not freaked out about it. We’re actually talking to these people and learning about it.”

hyperliquid

[mert @mert]

to succeed, figure out what may go right instead of crying about what may go wrong

[zerohedge @zerohedge]

Terawulf CEO on CNBC: "we started off as a bitcoin miner but really that's not what we were, we were an energy infrastructure company"

[Mike Lee @BasedMikeLee]

Land confiscation in NYC

This is socialism

[*Walter Bloomberg @DeItaone]

$TSLA - MUSK HAS DISCUSSED WITH COLLEAGUES THE POSSIBILITY OF FOLDING TESLA-SPACEX TOGETHER - CNBC

[Sticks @___sticks___]

@Polymarket “environmental protection fees”

[Sticks @___sticks___]

It would probably be more beneficial if all the soy boys stopped drinking almond milk than banning data centers

[Polymarket @Polymarket]

JUST IN: Zcash soars +12% to a six-month high after the SEC closes its three-year investigation into the Zcash Foundation.

[zoomer @zoomerfied]

[ ZOOMER ]

HYPERLIQUID FLIPS SOLANA IN VALUATION: MARKET

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 President Trump orders US government to update regulations to integrate crypto into traditional finance and payment systems.

[Geiger Capital @Geiger_Capital]

Jeff Bezos on America's spending and taxes:

"We don't have a revenue problem in this country. We already have the most progressive tax system in the world. The Top 1% of taxpayers pay 40% of all taxes. The bottom 50% pay just 3%. We have a spending problem."

[David Schamis @dschamis]

Hey @HyperliquidX community - let's make sure that @elonmusk and @SpaceX don't make the same mistake that @cerebras made in pricing their IPO.

HL provided price discovery that was very accurate.

Elon - @MorganStanley and the other banks will push back - they will have a long list of reasons as to why you need to price it well below the true market value - don't fall prey to this nonsense.

@HypeStrat @tradexyz $PURR