> you always said you were going to journal
> you always get lazy
> now you can just click a button
> incredible technology (free)
> if you trade on any venue integrated with hyperliquid, this is already ready to go for you (axiom, trojan, phantom, insilico, native UI, fomo perps, etc etc etc etc)
journal in public, share your trades, get better at trading, reraise, etc.
🚨 THE US REGULATORY SYSTEM JUST BROKE
In 48 hours, SpaceX goes public at $1.77 TRILLION - the biggest IPO ever
I've been trading for over a decade, and I have never seen them rewrite the rulebook like this
Nasdaq, MSCI, and the biggest brokers in America all bent their own rules for ONE private company
That doesn't happen by accident
Let me show you exactly what they did:
First, Fidelity dropped its minimum account size from $500,000 to $2,000
A 99.6% cut
Think about that:
The most exclusive door on Wall Street, thrown wide open to millions of small investors - days before the biggest debut in history.
Ask yourself one question
Why do they suddenly want YOU in?
Because somebody needs people to sell to.
SpaceX reserved 30% of the deal for retail
THREE TIMES the normal share
And even then, most people didn't get a full allocation.
So to grab more at Thursday's open, they're dumping everything else TODAY to raise cash.
That's half of the selling you're seeing.
The other half? The smart money front-running July.
Here's the trick:
SpaceX doesn't join the Nasdaq 100 on day one.
It joins 15 days later, because Nasdaq cut its own waiting period from 3 months to 15 days
Just for this.
The moment it joins, every QQQ fund on Earth is FORCED to buy.
$22–27 billion in automatic buying.
Translation: imagine 50 buses all forced to pull into the same gas station on the same morning.
The funds know the stampede is coming.
So they're selling now to free up cash for it. Retail selling. Institutions selling. At the exact same time.
THAT is your selloff.
Now here's the part nobody will say out loud:
When the most connected money on the planet builds a $1.7T exit door and hands the keys to the smallest investors in the market…
That's NOT generosity
That's distribution at the top.
We've seen this movie twice:
➮ 2000 Dotcom
➮ 2021 SPAC mania
Insiders cash out at insane valuations while the crowd chases the hype.
The math ain't mathing.
So you've got two choices in the next 48 hours:
Chase the most expensive IPO in history at the open…
Or read the prospectus and realize you might BE the exit.
The next few days will be INSANE, but don't worry - I'll break down every move as it happens, like I always do.
Like it or not, I called every major top and bottom of the last decade publicly. I'll call this one too.
Many people are going to wish they followed me before June 12, 2026.
Soon, you'll understand why.
THE BIGGEST IPOs OF THE LAST 15 YEARS HAVE ONE THING IN COMMON:
THEY CRUSHED THE PEOPLE WHO BOUGHT THE HYPE.
🇺🇸 Robinhood -90%. Rivian -88%. Lyft -79%. Coinbase -57%. Facebook -54%. Median max drawdown: -54% in year one.
Big brands. Big narratives. Big backing. Still brutal entries.
SpaceX has the same DNA: enormous hype, low float, early investors deep in the green and waiting to sell.
A great company isn't a great IPO buy. By the time everyone wants in, they are the liquidity.
Quick update on HYPE:
We were initially positioned to reload sub-$17 to get ready for next cycle.
But the framework has now materially changed.
From a game theory perspective, the magnitude of the upside deviation should ultimately be mirrored by the magnitude of the downside reversion. In other words, the more reflexive and overextended the move becomes on the way up, the higher the probability of a violent overshoot to the downside.
Our base case now is that HYPE cannot just revisit the $17-20 range anymore at this stage sadly, it will ultimately overextend well below $10 before establishing a true long-term cycle low.
More importantly, the entire structure has now shifted.
The $17-20 region is no longer looking like the optimal reload zone for the next expansion phase. Instead, there’s an increasing probability that this range ultimately becomes the distribution ceiling of the next cycle itself.
We’ve seen this exact reflexive pattern play out before, EOS during the post-2018 unwind, LINK after its macro euphoric expansion. What once looked like “value accumulation” eventually became lower-high exit liquidity in the following cycle.
Very interesting.
So essentially, remove your HYPE orders around $17. That level is too obvious now after the expansion, which means you will get front-run by the market before any meaningful reversal materializes.
We will keep you posted once HYPE forms a new bottom sub $10 (probably around $7-8)
We will find the bottom together, and there should be a nice long to do, until the relief back to $17-20. Not guaranted that HYPE bounces back to $20, but highly highly likely
This sould be an easy 2-2.5x at least
And with leverage, we could probably pull a 10x
Please be patient, we will revert in a few months
For now, short only
1/ SLOHM Mainnet is officially live.
The first decentralized treasury-backed reserve protocol on Bitcoin L1, powered by @opnetbtc.
https://t.co/RdVwV7HxV6
I'm an crypto OG since 2013, buying my first BTC at an average of 80$ . I have seen it all since then. Mt. Gox, The first altseason, ETH ICOs, Luna crash, FTX etc.
Digital matter theory is the only thing that has felt real all those years since I bought BTC.
ethereum:0x249130f5e2dd4cf278180c0df8273f3592ad1247
40K followers
gratitude
goal & promise remains the same:
- dm/chat open for any serious & concise questions
- never sacrifice on integrity and honesty
- no collaboration with coins/exchanges/memes/criminals/rugpuls/promotions
- continue to post useful info on inner development and crypto
feel free to look through the account, pinned posts, articles, and website, probably the info you are looking for is already on there
what i think of bitcoin & crypto for this year have shared here: https://t.co/IDWdnHwfr6
@Innerdevcrypto I didn’t like the answer to one of my questions, too.
I refused to accept your solid advice. Months later I basically do what you told me naturally coz there is no other way 😁👍
🧵: Gigachad & jeets guide to getting 147% more $moto if buying & how to sell for #bitcoin fast liquidation style
it's all due to current arbitrage opps related to the $4.72M (yes million) $moto / $pill liquidity pool & it's relation to $pill / $btc & $moto / $btc nativeswap
from my observation, most traders in crypto don't have a professional background in finance or investing. it's actually the other way around, they learned everything about finance from the crypto markets. this is a particularly fun way to learn, as it is very practical and since the crypto market is way smaller, it is way less complex and easier to understand. everyone in finance talks about liquidity, but only those that were there during a major crash felt it
everyone in crypto who was there during memecoin season felt the importance of liquidity on a daily basis
one useful thing to do is to understand the entire universe of financial instruments you can use for your particular strategy. the simplest strategy is buy and hold spot. you don't need to understand anything to do this. perps are useful to either increase risk and potential upside or to hedge
spot and perps are only two instruments though. there are tons of other instruments out there and having a full understanding of them will give you more tools to play with and a certain combination of them can even give you arbitrage. the perfect example was the japanese yen carry trade or the grayscale institutional arbitrage
here is another example of a useful, more exotic financial instrument:
if you are bullish on bitcoin but also believe that 95% of altcoins are scams, here is an instrument where you can trade the bitcoin dominance on hyperliquid. it's called $btc.d and tracks the bitcoin dominance, a variable that coingecko and coinmarketcap tracked for years
now it's investable
spend more time learning what tools are out there and sometimes you can have asymmetric upside of combining the right tools