Lilo

Thank you Jeff. Current IB + former LSE. Europooor. I punt on perps to escape my gay chungus life

[Lilo @delillo_]

bros I'm not sure what catalysts come after Oct '25, like isn't that the multi-decade top? what could happen afterwards? actual adoption?

[Lilo @delillo_]

@0xMerp All my apes are gone

[Lilo @delillo_]

yikes

[Lilo @delillo_]

@chud_eth It's deeply oversold even vs other dogshit. Plus the Coinbase partnership and Clarity catalyst

[Lilo @delillo_]

Bidding. The SPCX float is on June 12. That's a massive CATalyst only 7 days away. What a gift

[Lilo @delillo_]

Surely we're getting mini 10/10'd rn. Not sure if I have the balls to fill some of these hype asks

[Lilo @delillo_]

Tempted now

[Lilo @delillo_]

Very much last call because we are going to teleport up in the next 24 hours. Market is showing its hand

[Lilo @delillo_]

Current short term hipo is up from here for HYPE. The asset itself has way more reflexive buying than Oct last year (alone this puts it in the $55-$115 range). But there are macro upsides too like Iran+IPOs+better than feared midterms+Warsh

[Lilo @delillo_]

I don't buy the recent 'local top' nerves. The tide will wash out eventually, but from a much higher level, and only once markets are tapped out which isn't until Nov/Dec at the very earliest

[Lilo @delillo_]

@coldhealing my counterparty 😍

[Lilo @delillo_]

@VitalikButerin @ethereumfndn @aerugoettinea Hyperledger.

[Lilo @delillo_]

@BasedMoneyLich Informative. Thank you

[Lilo @delillo_]

@coldhealing Why is it always TA or dropshipping?

[Lilo @delillo_]

@lukecannon727 Imo it's incredibly bullish that Native Markets played a role in forcing USDC as an AQA, and then gracefully sunsetted USDH to help concentrate the quote assets. The new set up is vastly superior to Polymarket or Lighter

[Lilo @delillo_]

@HyperliquidX Holy

[Lilo @delillo_]

@tradfi I, for one, don't want this saga to ever end

[Lilo @delillo_]

Hyperliquid btc outcomes sometimes mispriced because the book is quite thin. Quite easy to make some alpha but maybe not for too long

[Lilo @delillo_]

@arkham Another dark day for @scimitarcapital

[Lilo @delillo_]

@33b345 GOYIM

[Lilo @delillo_]

@loraclexyz @reisnertobias Can you share a bit more about how you do thesis formation? You held this through the no deal headline on the weekend. How did you get to that type of conviction?