jinxey

part time electrician, full time risk :@OrgXIIICabal

[Ansem @blknoiz06]

disagree, crypto is just going through a maturation phase

stablecoins, perps, & tokenization as themes will continue to proliferate throughout the global economy, and there will be many successful crypto startups that do well

hyperliquid is just the first of many startups that has done a great job of illustrating how open blockchains & tokenization of a business can be a dominant combination

current issues with sentiment around crypto are due to the largest coins not doing well, BTC went from $0.01 to $100k per coin in less than two decades, it very successfully achieved it's goal of maintaining value against the dollar as USD continuously lost its value, present day problems with the ponzification of bitcoin due to saylor's shenanigans is a temporary thing, i dont think you see btc trend aggressively again until that situation is resolved, also quantum concerns are real, those two things along with exit liquidity from institutions were strong reasons for BTC OGs to derisk into excess liquidity as we've seen examples of with that large galaxy otc sale they facilitated ($9B sale in 2025 for one entity), there are many individuals like that who are up infinite

but bitcoin underperforming for a few years after outperforming every other asset on earth for over a decade does not mean crypto is dead, thats silly

ethereum also is suffering for its own individual reasons, i feel like ive talked about this enough on here but yes its been outcompeted by new entrants & has not done a good job of making eth a great asset to hold, every L1 is struggling on the demand side because historically the story around these tokens was future growth & not real revenues, but now that hyperliquid has demonstrably shown that you can connect a business directly to the L1 token the previous L1s are struggling bc they dont capture enough revenues from the apps that use their infra, eth has it even worse bc it also outsources execution activity to rollups

but this also does not mean there cannot be more successful crypto startups

there is a very clear trend of regulation improving for crypto in general, which will make it much easier for entrepreneurs to build businesses that use crypto, it is also clear that existing tech companies are acknowledging the advantages of using blockchains as we've seen with robinhood, stripe/tempo, & others

AI has taken a lot of the mindshare away from crypto as tech stocks have been much better trades since the bottom in 2022, id say it would be extremely foolish to not be splitting time between stocks & crypto as a trader, before it made sense to be overexposed to crypto if you were willing to take on the risk as it was a new industry that experienced supernormal returns as it became more mainstream

three underdiscussed tailwinds for crypto as AI models become exponentially better over the next few years

1) open source AI will become a lot more competitive with closed source AI
2) it will become more easier for smaller teams to build successful startups using software
3) stablecoins & blockchains are much better rails for AI agents to transact on

combination of these trends means that it's likely that you see more crypto experimentation w/ tokens not less, especially as regulatory environment improves *and* retail speculation becomes a megatrend

[Hunter Biden @HunterBiden]

@gmoneyNFT Hyperliquid

[Joe Weisenthal @TheStalwart]

Don't know if this will catch on, but Ben Emons of Highline Asset Management calls Sandisk, Marvell, Micron, Intel, Dell, AMD and Broadcom the Parabolic 7

[Geiger Capital @Geiger_Capital]

The UK won two world wars and Japan lost one horrifically. Yet it’s Japan that is still a culturally homogeneous, high-trust, low-crime country.

Mass immigration does more damage to your nation than being hit with a nuclear bomb.

[jinxey @jinxeeyyyy]

@notthreadguy @macdegods w’s in the chat

[jinxey @jinxeeyyyy]

@prxnterr in the big 26

[jinxey @jinxeeyyyy]

fc hype 1D wide

[threadguy @notthreadguy]

you either ball or you watch

[jinxey @jinxeeyyyy]

@Lownoisetrades he’s back 👀

[Cobie @cobie]

if you scared to take a chance, how the fuck we gon get rich?

[James Seyffart @JSeyff]

The hyperliquid:native ETFs are doing quite well. Volume ticking up every day so far. ($THYP & $BHYP )

Hyperliquid

[jinxey @jinxeeyyyy]

hyperliquid

[tradfi news @tradfi]

*SEC SAID TO CONSIDER ALLOWING TOKENIZED STOCKS TO TRADE ON DEFI PLATFORMS - BLOOMBERG LAW

[Neet @neet_sol]

"We locked 40 people in a room to work 40 hours a week for 40 years."

[memewizd @memewizd]

Read more success stories. The more you see others win, the more you start to believe you can too.

Your subconscious shifts, your habits follow, and eventually… your whole life changes.

[Ansem @blknoiz06]

crypto is indisputably the best at two things

1) engineering massive scale human coordination games
2) enticing speculation

whoever figures out how to combine both of these things together around raw compute capacity will make infinite

[jinxey @jinxeeyyyy]

hyperliquid

[Nachi @alphawifhat]

Not sure people understand the magnitude of this announcement

Hyperliquid has $5b USDC on its platform, AQAv2 ensures that "the vast majority of reserve yield" from USDC will now be used to buyback even more HYPE

If we assume that the "vast majority" is considered ~80-90%, a conservative 3.5% yield would mean an additional $140m - $160m yearly revenue. Convert that into daily buybacks and we're looking at an additional ~$400k of buybacks per day. We've been hovering at around $1.5m revenue per day so that would be a 26% increase in daily revenue, that's insane

I've been waiting for some kind of catalyst that could have potentially brought HYPE out of its revenue slump, and I was thinking perhaps a gradual end to HIP-3 growth mode was going to be that catalyst, but this partnership with Coinbase/Circle should do the trick

The news came out at as HYPE was hitting a strong support level so it felt like a very natural spot for me to go long

Additionally we're also seeing a very successful pre-IPO trial with CBRS which gave a great entry for retail traders (this will surely be talked about outside of crypto) so that also helps add to the conviction

Hyperliquid

[Slow @SlowAeon]

Imagine not cringemaxxing in 2026

[pow🧲 @traderpow]

If you share a chart picture and purposefully hide the ticker name, you are a pussy

Share the CA too u wuss

[jinxey @jinxeeyyyy]

maken it happen