We've spent the last 10 months analyzing EVERY single tariff development:
Here's the EXACT playbook for investors.
1. Trump puts out cryptic post on tariffs coming for a specific country or sector, markets drift lower
2. Trump announces large tariff rate (50%+) and markets crash to shake out weak positions
3. Dip buyers step in but the head fake rally leads to fresh lows where smart money begins buying
4. After the market closes on Friday, President Trump doubles down on new tariffs to apply pressure
5. On Saturday, the target of the new tariff typically responds or comments
6. On Sunday, before the futures open, Trump posts an announcement saying he is working on a solution
7. Futures open on sharply higher Sunday at 6 PM ET but begin losing momentum into the Monday open
8. After the Monday open, Treasury Secretary Bessent appears on live TV and reassures investors
9. Over the next 2-4 weeks, various members of the Trump Administration tease a trade deal
10. Trump announces a new trade deal and the stock market hits a record high
11. Repeat from step #1
Part of our strong YTD performance comes from following this EXACT playbook in times of trade tensions.
The US is currently on step #6 with China.
During the recent market volatility, the Hyperliquid blockchain had zero downtime or latency issues despite record traffic and volumes. HyperBFT consensus and execution handled the spike in throughput gracefully.
This was an important stress test proving that Hyperliquid's decentralized and fully onchain financial system can be robust and scalable. The system's risk and margining implementation functioned as designed, ensuring platform solvency throughout the extreme volatility.
🚨BREAKING: Crypto liquidations soar to $9.4 BILLION in 24 hours – the LARGEST single-day event ever.
Bigger than LUNA. Bigger than COVID. Bigger than FTX.
We just witnessed history.
Jeff (Hyperliquid), Guy (Ethena) and Stani (Aave) were asked today on who’s their main competitor
> Stani said banks
> Guy said Circle (USDC)
Jeff just kept silence and then said:
“no one, we are building something that no one does”
this is the founder I’m betting on.