If any 1 of these guys are bullposting a coin, you're not early. If all 3 of them are bullposting a coin, you're *definitely* not early. If all 3 of them are bullposting a coin and said coin is already up more than 10x, and you still buy in, you probably need to find a new hobby.
I made 240% and I'm annoyed about it.
The trade is on @leveragesir, a protocol that's genuinely impressive and almost nobody is paying attention to.
Entry was $100 because that's all the liquidity would allow; I'm $250 up on that position, and the peak was even higher before HYPE corrected a few days ago.
The problem isn't the trade. It's that $100 was the ceiling.
Small protocols in DeFi get ignored even when the product is actually doing something new. Also, the MegaETH launch wasn't as successful as many thought, and I'd love to do a YOLO trade on ETH there, but there's no liquidity either.
What makes it different is that the exposure here isn't linear; the leverage compounds parabolically as $HYPE moves (and decreases parabolically as the asset goes down, too).
I'm not selling until $HYPE hits $100. No timeline on that.
Guys, okay… total despair is starting for ETH.
Everyone and their mother is selling.
Vitalik is writing a sci-fi book.
The whole timeline is only bullish on HYPE.
Fees on ETH are low, and capacity will increase again.
According to the OpenZeppelin co-founder, no DeFi app is safe.
Mythos is coming for smart contracts.
But you know… ultrasound money, stablecoins, RWAs, CROPS and all that shit.
Seriously, we may never have seen a time when ETH was this controversial.
But if you believe in ETH and want to go leveraged long, doing it the traditional way is too risky.
No one knows how far it could crash.
On SIR, you can leverage long ETH with no liquidation risk and only a one-time fee.
You can wait as long as it takes for your thesis to play out.
Come take this trade on SIR, whether on MegaETH or Mainnet.
Link in the next tweet.
🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products.
My Take
The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested.
This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown.
Hedgie🤗
@bread_@Fantardio I think @leveragesir is building something that is actually new and innovative. It doesn't really make use of the speed of MEGA but I think is a promising platform that lives on the chain.
Ok guys, sure, you can leverage on SIR.
But have you tried providing liquidity?
That’s a completely different game.
Collect emissions. Collect fees.
Honestly, the best way to accumulate MegaSIR is probably to earn it this way.
Congrats Euphoria on capturing CT attention.
I cannot stop thinking how Euphoria and Sir are in completely radically different poles.
Euphoria is optimized for taking advantage of MegaETH's ultrafast blocks. It is pure dopamine on steroids.
Sir is optimized for being a long-term slow profitable strategy. So relaxing that we even called it "leverage you can sleep on".
Euphoria is flashy, full of animations and vibrant colors.
Sir uses beige, leans on Victorian aesthetics. A couple of clicks and you are done.
In Euphoria you can start "winning" immediately if you predict where the line goes. You can win it all and lose it all in a glimpse.
In Sir you start losing immediately, but if your thesis is right, you make compounding gains over time.
"Leverage you can sleep on." | @leveragesir
The first primitive built for long-term leverage.
Open a leveraged long with a one-time fee. No liquidations. No funding. Just convex upside. LPs earn fees plus MegaSIR, the native token of Sir Trading, which pays ETH dividends.
Even a gentleman enjoys a little DIRTY exposure.
Go long $DIRTY with a one-time fee and no liquidation risk.
We salute @OffshoreOnMega for bootstrapping $50k+ of DIRTY liquidity and burning their position.
SOMEONE JUST KILLED THE REAL ESTATE INDUSTRY
A guy scanned an entire house with his phone. Uploaded it.
Now anyone on Earth can walk through it in a browser tab. No app. No VR. No agent. No appointment.
Click → you’re inside. Every room. Every angle. Every shadow. Photoreal.
The numbers are insane:
- Agent fee on a $500k home: $15,000
- Cost to make this scan: ~$200
- Time to “tour” 50 houses: one evening
- File size: smaller than a TikTok
The science is wild too:
It’s called 3D Gaussian Splatting instead of polygons (how games render), it uses millions of tiny glowing “splats” of color and depth.
AI reconstructs reality from your photos. The result loads on a phone and looks like you’re THERE.
The grift opportunity is even wilder:
Freelancers are already charging $300–$800 per scan for realtors, Airbnbs, venues, car dealers, museums.
One person + one phone + one weekend = a business.
Open source. Built on PlayCanvas.
Free GitHub: https://t.co/ew6Ql8Ad6u