David

Founder of

[David @DeltaForceOS]

bitcoin:native got rejected off the 200 MA. It’s May 17 and I am calling it to be making new lower lows in this bear market. Yup, February wasn’t the low this cycle. Bookmark this. Check out https://t.co/K04Cwpwb0z

[David @DeltaForceOS]

hyperliquid:native just did the one thing nothing else in crypto could: print an all-time high in a bear market.

BTC -22% YTD. ETH -29%. SOL -45%. HYPE +135% with a fresh ATH at $75 last week. Relative strength during a drawdown is the most reliable tell for who leads the next leg. There is exactly one large cap showing it.

THE BUSINESS
- ~7% of ALL global perp volume — centralized exchanges included
- Billions in daily open interest, $3B+ in RWA perps and climbing
- ~97% of protocol revenue buys HYPE on the open market via the Assistance Fund. Not a roadmap promise — programmatic, daily, verifiable onchain.

TOKENOMICS
- Zero VC allocation. 31% of supply airdropped to actual users at genesis. The cleanest cap table in crypto.
- Now the 3rd largest staking economy in the industry: $25B staked, behind only ETH and SOL. Bigger than BNB. Bigger than TRON.
- $565M/yr in staking rewards paid while revenue keeps retiring float

INSTITUTIONS AREN'T WAITING FOR PERMISSION
- ETF products live from Bitwise, 21Shares, and Grayscale
- Coinbase is the official deployer of Hyperliquid's USDC treasury wallet
- MetaMask's new Agent Wallet ships with native Hyperliquid support — the AI agent economy routes its trades here
- Hyperliquid Policy Center + Paradigm are at the table with the US Treasury shaping stablecoin rules. They're playing the long game in DC, not just onchain.

TECHNICALS
- Pulled back 25% from the $75.5 ATH directly into the 50% retracement of the whole move: $56.89. Price tonight: $56.91. To the penny.
- Golden pocket sits at $52.5 if it wicks lower. Analysts' support zone: $56.
- Still 56% above a RISING 200DMA with RSI reset from overbought to 49. That's a trend cooling off, not breaking.
- Extensions overhead: $86, then $99. The technical path to triple digits is already mapped.

Everyone else is bottom-fishing dead charts. The one asset making new highs with real cashflow just went on a 25% sale at the exact level technicians buy.

Strength leads. Weakness follows.

NFA. DYOR. https://t.co/C0ll7go8lu

[David @DeltaForceOS]

bittensor:native is what happens when you give Bitcoin's tokenomics to the AI supercycle.

The market is pricing in death (Fear & Greed: 13). Meanwhile Bittensor is setting up the cleanest asymmetry on the board.

TOKENOMICS
- 21M hard cap. Same as Bitcoin. No ICO, no VC unlocks — earned into existence by miners and validators
- First halving already happened (Dec 2025): daily issuance cut from 7,200 to 3,600 TAO
- 76% of supply is staked — the highest staking ratio of any major PoS network. Above Solana. Above Sui.
- ~11M of 21M circulating, and after staking the actual liquid float is roughly $500M on a $2.3B asset. Supply shock math gets silly when demand shows up.

THE DEMAND SIDE
- Bitwise and Grayscale both have spot TAO ETF filings with the SEC, possible launch this year. An ETF bidding into a half-billion dollar liquid float.
- SpaceX/xAI prices the largest IPO in history this week. OpenAI filed confidentially. Anthropic is next. Public markets are about to reprice AI — and TAO is the only liquid, decentralized network ownership you can buy today.
- Jensen Huang publicly praised a Bittensor subnet training LLMs. 128 subnets live. Chutes (SN64) is doing serverless AI inference at real scale. This is not vapor.

TECHNICALS
- Holding multi-year support at $180-190 — defended again this month ($184 swing low)
- RSI 14 at 34, fully washed out — yet GREEN over 90 days (+3.6%) while BTC, ETH and SOL bled 20-45%. That's relative strength, not luck.
- Down 73% from the $768 ATH with the strongest fundamentals the network has ever had
- Fib extensions overhead: $367 / $416. Prior ATH is a 3.7x from here.

Hard-capped supply + halved issuance + 76% locked in staking + ETF path + AI IPO season, offered at multi-year support during extreme fear.

You get this entry once per cycle.

NFA. DYOR. https://t.co/C0ll7go8lu

[David @DeltaForceOS]

solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn might be the most mispriced cashflow in crypto right now.

https://t.co/N7hT9kphsm has generated over $1B in revenue (DefiLlama). The token trades at a $520M market cap. You're paying ~0.5x cumulative revenue for the #1 launchpad in the industry — and it's trading 60% below its own ICO price with 10x more product shipped since.

Find me another sub-$1B cap with a billion dollars of real fees collected. I'll wait.

TOKENOMICS
- $350M buyback campaign funded by actual revenue, not emissions
- ~35% float, and the protocol itself is the largest bidder
- The flywheel: attention → volume → fees → buybacks. They manufacture attention daily.

TECHNICALS
- Capitulation candle June 5 at $0.00135 on heavy volume — seller exhaustion, not continuation
- RSI reset to ~41 after the flush, $0.0013 zone defended
- Price stretched ~30% below the 200DMA — maximum disconnect, maximum mean-reversion fuel
- Fib extensions sit at $0.0024 / $0.0027 — +60-85% just to revisit prior structure

ACCUMULATION
Holder count is up 20% YoY while price drew down 76%. Tourists sold a revenue machine at distressed multiples. The wallets that stayed kept stacking.

PRODUCT
https://t.co/N7hT9kphsm isn't a memecoin — it's the mint. Launchpad + PumpSwap AMM + USDC pairs + GO, the bounty marketplace the entire timeline can't stop arguing about. Controversy is engagement, engagement is volume, volume is fees, fees buy $PUMP.

When altseason rotation hits Solana, capital doesn't skip the venue where every token is born.

Down 80% from highs while revenue keeps printing. The market is pricing a dead project. The fee dashboard disagrees.

NFA. DYOR. https://t.co/C0ll7go8lu

[David @DeltaForceOS]

@Al27387722 I think we’ll see even lower prices, I’m saving that cash

[David @DeltaForceOS]

SpaceX IPO better go up after it drops or else this is going to be the biggest scam on retail ever

[Tekee @Tekeee]

If you’re still in crypto you’re not normal

[David @DeltaForceOS]

@DrNickA @saylor @Strategy 😭😂

[David @DeltaForceOS]

@U3Rldm4 @saylor @Strategy This is so true

[David @DeltaForceOS]

@cryptomanran 100%

[David @DeltaForceOS]

They could just switch to Hermes and not have to sell it

[Milo Smith @mil000]

THE GREAT OPENCLAW MAC MINI SELLOFF HAS STARTED!!

[David @DeltaForceOS]

@AnthropicAI Opus doesn’t get the full job done. Drop Mythos and change everyone’s lives for real.

[David @DeltaForceOS]

@cryptomanran @crypto_banter check out https://t.co/14Sak3QThb and let me know what you think. I sent you a direct message⚡️

[CoinGecko @coingecko]

If you're still in crypto you must be very loyal in relationships

[David @DeltaForceOS]

Holy moly 😭

[Watcher.Guru @WatcherGuru]

JUST IN: Tom Lee's 'Bitmine' $ETH investment is currently at a $10,000,000,000 unrealized loss.

[David @DeltaForceOS]

I hope he's right I have been stacking dry powder since October!

[Watcher.Guru @WatcherGuru]

JUST IN: Peter Schiff says "prepare for a crypto black Monday."

[David @DeltaForceOS]

Claude is going to expose vulnerabilities with so many projects, this is only the beginning. This could bring on massive amazing buying opportunities for projects that only have to patch things.

[Watcher.Guru @WatcherGuru]

JUST IN: Zcash crashes 48% after Claude AI finds critical vulnerability allowing unlimited minting of $ZEC.

It went unnoticed for 4 years until it was patched on June 1st.

[David @DeltaForceOS]

I told everybody on May 17 when Bitcoin was at $78K that it will make new lower lows, lower then the $60K in February now it's June 5 and bitcoin:native is trading below $60K and still dropping.

Check out https://t.co/K04Cwpwb0z to stay in the know and make millions this cycle.

[David @DeltaForceOS]

bitcoin:native got rejected off the 200 MA. It’s May 17 and I am calling it to be making new lower lows in this bear market. Yup, February wasn’t the low this cycle. Bookmark this. Check out https://t.co/K04Cwpwb0z

[David @DeltaForceOS]

bitcoin:native got rejected off the 200 MA. It’s May 17 and I am calling it to be making new lower lows in this bear market. Yup, February wasn’t the low this cycle. Bookmark this. Check out https://t.co/K04Cwpwb0z

[David @DeltaForceOS]

@saylor this is embarrassing