Kylemander 🦎

Hear that? It's the Global Money Printer on turbo.

Critical thinking & leveraging socioeconomic networks is what makes us the intelligent life form. #Bitcoin

[Tobias Reisner @reisnertobias]

It will be obvious in hindsight

hyperliquid:native > binancecoin:native

[Kylemander 🦎 @Bitmander]

As @Globalflows would say... Follow the flows 😉

[Maven.HL @MavenHL]

Hyperliquid is aggressively eating up more and more CEX market share.

Operation “NOCEX” is in full swing and Jeff is getting closer to ending their dominance.

It took surviving 10.10.25 for us to finally understand: it’s time to put a full stop to

• opacity
• manipulation
• constant outages and failures

When people first called Hyperliquid the antidote to FTX, they were selling it short.

Hyperliquid is also the chance for normal, stable, and properly regulated 24/7 trading – with zero counterparty risk for the trader.

Pivot to Hyperliquid.

[Kylemander 🦎 @Bitmander]

$HYPE benefits

[Jacob Robinson @JacobRobinsonJD]

" For many users or traders of derivatives, a perpetual derivative is fundamentally better than a future or an option or a swap."

@jchervinsky and @BradBourque of @HyperliquidPC explain why perps have become a trillion-dollar product so quickly.

(Hint: They solve a lot of problems. Brad tells a great 1990s story on that at the 2:19 mark.)

[Kylemander 🦎 @Bitmander]

@Hy_Purr_liquid They will and do sell HYPE to buy back stock IF (and only if) the stock is trading at an mNav of < 1.0. They are unique in this manner, and I think it maximizes shareholder returns over the long term.

That being said, they've traded at a premium for a while so no plans in sight

[Kylemander 🦎 @Bitmander]

@NorthstarCharts They should buy AI stocks

[Kylemander 🦎 @Bitmander]

😬

[Shanaka Anslem Perera ⚡ @shanaka86]

More than a billion barrels of oil have not reached the market since February. The IEA calls it the largest supply disruption in history. This morning Iran sealed it, declaring the Strait of Hormuz closed to every ship on earth. Oil rose 2%.

That 2% is the most important number in the world right now, because it hides the others. Crude sits near $95 not because the shock is small but because the rich world has spent the months since February burying it, draining emergency reserves, rerouting tankers around Africa, letting savage prices kill its own demand. The IEA expects those buffers to run dry by mid-July. After that, there is nothing left to hide behind.

The countries that import their food never had anything to hide behind. Hormuz carries roughly a third of the world’s seaborne fertilizer trade, the urea and ammonia the Gulf ships to farms across Asia and Africa. With that line cut, fertilizer prices are up 30% and the World Food Programme projects 45 million more people driven into acute hunger. Its chief says aid agencies are now reduced to taking, in his words, from the hungry to give to the starving. The shock does not show up as a spike on a chart. It shows up as crop failure in a country already one bad season from famine.

And the safety net is fraying. The US has pulled 66 million barrels from its strategic reserve, down to 349 million, with no plan to refill until 2028, just as hurricane season opens. A reserve built to survive a crisis at home is being spent to disguise one abroad.

The story today is the calm, not the chaos. The most violent number is the one that did not move, and the silence it buys is being paid for in food.

[Kylemander 🦎 @Bitmander]

@adidogCEO @coinbase Nah you are over thinking it... NASDAQ fell 5% in a day and there was more "blood on the streets' today... People are just dumping risk blindly & mass profit taking regardless of the fundamentals. But that just acts to shake out weak hands.

Just wait until US regulatory approval

[Kylemander 🦎 @Bitmander]

Interesting 🤔... AI Agentic play

[Kellen 🗻 @KellenXbt]

@Crypto_McKenna this is interesting, what's more mouth opening is Ai trading on @NeutraFinance

[Kylemander 🦎 @Bitmander]

@ryandcrypto It was a fun run... "Time to have no conviction, dump, and blindly chase the next thing" - Everyone ever

[Kylemander 🦎 @Bitmander]

Just went 50x leveraged short $HYPE. Guaranteed profits!

[Kylemander 🦎 @Bitmander]

Gotta give @JesseOlson credit, he's been dead right 🤷‍♂️

[Jesse Olson @JesseOlson]

Original $BTC bear market road map from 8 months ago.

Price has nearly tagged the 4th target twice. Target five also remains below, similar target from 2022 bottom.

They keep saying the bottom is in. Do we believe them?

[Kylemander 🦎 @Bitmander]

@dotkrueger Not true the past 5 years. I'm afraid she's not the APEX Asset any longer

[Kylemander 🦎 @Bitmander]

@j0hnwang @Kalshi_Crypto https://t.co/6wzs1n741a

[800.HL @degennQuant]

Hyperliquid

[Kylemander 🦎 @Bitmander]

@ryandcrypto Everyone is dumping tho

[Kylemander 🦎 @Bitmander]

Market doesn't seem to care...

[Henrik @Henrik_on_HL]

Hyperliquid just reached a new ATH in Open Interest against CEXs

[Kylemander 🦎 @Bitmander]

Interesting....we are all fucked

[Swissblock @swissblock__]

One of the clearest clues to know if Bitcoin is actually stabilizing:

Watch the Risk Index + BTC ETF Net Flows.

When distribution starts easing and the first signs of ETF accumulation return, the Risk Index usually begins moving lower.

That tells us selling pressure is being absorbed again.

The key now is to look for the first accumulation signals.

As long as Risk stays in Capitulation Risk, Bitcoin remains under structural pressure.

[Peter Mintzberg @PeterMintzberg]

When clients hear that 99% of @HyperliquidX fees go back to the protocol via buybacks¹, the value of $HYPE just clicks

Hyperliquid's token burn mechanism resembles buybacks in traditional equity markets. As supply falls, each $HYPE token represents a bigger piece of the network

That is one of many reasons for our conviction. We launched $HYPG to bring clients low-cost exposure to $HYPE²

Hyperliquid

[Kylemander 🦎 @Bitmander]

@Brainmaster Or if they are granted US regulatory approval 👀....

[a @adidogCEO]

$38M in $HYPE TWAP BUYS right now lol

hm $22.8M are perp longs primarily by two accounts but also $16M is at spot

looks like ppl just re-entering their longs, recognize one of the large perp longs they had a position before the hayes dip and they aren't on the board anymore

hyperliquid

[Kylemander 🦎 @Bitmander]

@WOLF_Bitcoin_ One of the most evil, corrupt, disgusting humans in the entire space. Just freeloads of his following by dumping on them every single time. Did it with literally 100% of his positions in all assets.