APH

building @onboardtheworld @taipeiweek (now FUTUREMODE) | ex @ogilvy @rga | brand strategy & event production | events:

[Flood @ThinkingUSD]

Grab yourself by the fucking nuts and bid

[APH @aphxbt]

@HunterBiden @gmoneyNFT hyperliquid

[Flood @ThinkingUSD]

The early Anthropic employee with $100mm of M2M value will look at what to buy after and quickly realize snap bidding QQQ will not diversify them at all, the market is almost entirely comprised of AI related beta.

Bitcoin is the only true diversification.

[Flood @ThinkingUSD]

Buying Bitcoin today is front running the forced diversification of a completely AI saturated equity market.

With not one, not two, but three massive inclusion of 5 Trillion dollars of equity value into the index, diversification requires venturing out on the risk curve.

[Hunter Biden @HunterBiden]

@gmoneyNFT Hyperliquid

[Flood @ThinkingUSD]

Bids out no stops let’s get it

[APH @aphxbt]

Generational. Buying. Opportunity.

[Killa @KillaXBT]

Generational. Buying. Opportunity.

[TylerD 🧙‍♂️ @Tyler_Did_It]

🚨Confirmation of a massive potential ZEC exploit

TLDR:
- ZCASH hired a security researcher to try to find exploit vectors
- The researcher (Taylor Hornby) found one that would let him create unlimited counterfeit ZEC in a shielded pool
- The exploit is now fixed as of June 1
- There is no way to know if the pool was exploited BUT the team feels that it is unlikely
- They're proposing a network upgrade with new accounting that would prove whether any counterfeit ZEC was created or not

Market clearly spooked with ZEC down 25%

[Frank @frankdegods]

one of the most popular cryptocurrencies (zcash) was just exploited by Opus 4.8

the discussion around moving BTC to post quantum rails needs to happen yesterday

[mert @mert]

the top traded pairs on Solana atm are all majors

SOL, HYPE, BTC, ZEC, ETH

all with better execution than Binance and with no KYC or withdrawal limits

last year, these assets were barely tradeable on Solana

Spotlana

[🐧 @Pentosh1]

trading is so much more about emotional regulation than anything or at least it's one of the biggest parts of it. and we all fall victim to it at times as well. I think you are in a good spot if a good or bad trade doesn't affect the way you treat others or really affect your personal life so much

a few other random thoughts, i do keep a ton of cash on hand at all time. likely more than i should which sometimes leaves me under-allocated but when things shit the bed it also gives me good opportunities to make a lot and return the cash. It is my defense, imagine playing soccer without a goalie, or hockey without defenseman. trading is a two way game. offense and defense. both need to be good. too many people are offense only and high stakes. but i also have a pretty complex portfolio setup by design which has it's pros and cons

you just have to accept that you are going to lose sometimes. its about being a good loser though, and knowing when you are wrong on something quickly

[🐧 @Pentosh1]

gm

looks like we got some stink bids filled overnight on hyperliquid:native

not sure what to expect in the short term but have a feeling we close this week above $70

lets see

[Ansem @blknoiz06]

listen bros we may be getting gifted with the elusive hyperliquid entry, dont wet your pants in the process

[Cooker.hl | 版本之子 (Theo Arc) @CookerFlips]

Got it, you’re selling $WLD in 3 days

[Zhu Su @zhusu]

(hype, lit) will continue to benefit from the persistent rotation from nonproductive to productive crypto.

I think of the majors, only eth is really investible, but barely so.

[Bluntz @Bluntz_Capital]

the btc eth and sol liquidation cascade feels imminent

[Market Bubble @MarketBubble]

JUST IN: Grayscale's Hyperliquid ETF ($HYPG) is officially approved and cleared to trade on Nasdaq

[APH @aphxbt]

@MarketBubble hyperliquid

[Ansem @blknoiz06]

general reasoning for thinking alts can do well even with majors looking terrible is that i just dont think ppl own them anymore, think a lot of capitulation has happened with altcoins over past three years as ppl rightfully so chased stocks which have been up only, now there's only a few protocols w/ real tech & decent narratives behind them but they're still severely underowned by everyone

[Ansem @blknoiz06]

vibe shift + tides turning + stars aligning + balls tingling + this time is different + supercycle (real) + beachball underwater + golden catchup trade + mental capitulation + what if we all made it + i hope i don't jinx it + manifesting ATHs please god please for the one time