jenkins

neuro @ penn
🐂🀄️

[jenkins @lhrjenkins]

Most traders fail because they confuse price noise with thesis invalidation.

Right now, everyone is chasing short-term volume rotations across chains. But short-term volume shifts doesn't invalidate a structural thesis.

My $COOKWARE thesis still hasn't changed:

- The Backstory: Vlad Tenev literally shared that before Robinhood existed, copper cookware was the store of value—a tangible asset his family held when traditional markets weren't accessible.

- The Catalyst: Vlad explicitly joked about tokenizing it ("forgot to pitch tokenized cookware. next time.").

- The Positioning: $COOKWARE isn't just another ticker; it represents the ultimate meta-meme for tokenized real-world stores of value.

Just because liquidity is rotating across chains today doesn't mean the core thesis has changed. As long as the thesis stays intact, everything else is just background noise.

Know why you hold, or you'll get shaken out right before the victory lap.

[jenkins @lhrjenkins]

@CatOnChrome how much chrome you got

[jenkins @lhrjenkins]

@XPMaxxing yea, kinda unfortunate that its clustered like that early on but supply redistributes fast as volume rolls in. the lore + mascot meta on hyperevm i think is too strong to ignore long term

[jenkins @lhrjenkins]

Every major L1 expansion follows the exact same mascot discovery meta.

We saw it with $CASHCAT
The market aggressively searches for the defining mascot that ties together chain history and founder lore.
Right now, HyperEVM is hitting that inflection point, and $CHAMELEON is sitting with a huge untapped market

Why $CHAMELEON is severely mispriced ahead of the wave: 🧵 👇

[jenkins @lhrjenkins]

Personal note on this: I genuinely think it’s still very early for HyperEVM.

With the sheer number of catalysts stacking up across the Hyperliquid ecosystem, simply having exposure to this chain before mainnet liquidity hits peak velocity feels like an easy decision.

Do your own research, dig into Chameleon Trading's history (https://t.co/U8aQZkGDK0), and look at how deeply tied this entire platform is to Jeff Yan's original vision.

This podcast episode also offers a deeper look into the origin story behind the ecosystem:
https://t.co/ZEqi5XHLWL
featuring Jeff Yan discussing the transition from high-frequency market making with Chameleon Trading to building the Hyperliquid platform.

Current MC: 1.64M 🦎

[jeff.hl @chameleon_jeff]

Current market maker is Chameleon Trading, the crypto MM firm I built and have been leading for more than 3 years.

I write a lot about CEX MM on this twitter account, and have some some podcasts too. That's probably the best way to understand the strategy behind HLP.

The key difference is that Hyperliquid itself is an onchain order book which is just a better model for a real venue for price discovery. It's a better user experience, and when more MMs come the liquidity will be deeper, more diversified, and more robust than GMX where you must trade against the pool.

[jenkins @lhrjenkins]

2/ The Mascot Meta
Look at how early chain cycles played out with tokens like cash-cat:native—when new market participants land on a chain, they don't jump into complex DeFi protocols first. They look for the mascot that captures the origin story. The mascot meta consistently delivers the highest beta during an influx of new capital.

[jenkins @lhrjenkins]

4/ Asymmetrical Risk/Reward
When you combine an untapped buyer base entering HyperEVM with a low market cap on the definitive origin story token, the mispricing is glaring.

[jenkins @lhrjenkins]

1/ The Liquidity Lag
Hyperliquid is handling massive volume, yet a huge wave of off-chain traders and mainnet EVM capital hasn't bridged over to HyperEVM. As friction drops and liquidity flows in, capital will aggressively look for the native cultural anchor of the chain.

[jenkins @lhrjenkins]

solana:So11111111111111111111111111111111111111112 contesting $100 resistance right now
if $100 flips to support, everything across the ecosystem giga sends.

even as a standalone thesis: current structure is tracking parallel to solana:7z8Q8E4dpequE3XcxoXrpiCPiw1yVHZ7cY8EwT7Tpump price discovery (reminds me of Moodeng $1M ➔ $2.7M MC).

double catalysts in play

[jenkins @lhrjenkins]

history doesn't repeat, but it often rhymes

$MOODENG did it to $42.6m.
$Poipoi is presenting the same structure, and its first pump (~378k) already topped moodeng's early range

and rarer — male pygmy hippos are 1 in 10

[jenkins @lhrjenkins]

@_xSalmane geeg

[NZtrader369 - forecasting wizard arc @ztrader369]

My last gift before everything goes nuts this week...

This has a potential 40x 50x in range so you understand the nature of the forecast here.

It's the 3rd in with the same algo set up and huge run as $cashcat and now $hoodrat (which has just begun the run), is $cookware

Cashcat prediction went viral, hoodrat is beginning to follow the prediction, and now cookware I assume

I dont make the rules. That coin has the same algo double event set up.

Now Robinhood just hinted at the first investment story in a tweet a few days ago, and we know what's the copper pot story from his childhood...

Nobody caught it. The algo caught it.

A very clean, memeable, original, and meaningul absurd meme, YET something that got heavy fudded with tons of drama...

Which is the perfect recipe for those monster runs.

https://t.co/s9nNkEsIpp

it is sitting RIGHT NOW on the event level.

Thesis is here.

https://t.co/RB71EsM0dT

The vlad Connection to copper pots.

https://t.co/C9Dz4LJr00

An absolute scorcher potential. very cheap. The same set up printing us a fortune.

Nothing is ever garanteed anon. DYOR.

[COOKWARE @cookware_rh]

“He didn’t have anything like Robinhood, he didn’t have any way to invest in stocks.

So he had this closet in his apartment where you just open the door and copper cookware would fall out…

…That was the store of value.”

Copper cookware was Robinhood before Robinhood, and Vlad himself has joked about tokenising it.

$COOKWARE is THE store of value.

0xdcc34bdD5D3C30237303b95D2F59cc29437b5c74

[jenkins @lhrjenkins]

@cookware_rh @vladtenev @RobinhoodApp

[COOKWARE @cookware_rh]

-Vlad’s grandfather had a closet full of copper cookware that would fall out
every time you opened the door.
-That closet was the original store of value.
-Now we have tokenized copper $cookware a new and better way to store value.

@vladtenev @RobinhoodApp
We’re cooking just like the original store of value.

[Pence @Lumasy01]

@cryptokillua99 @OnlyLJC Same thing for $cookware it has no ceiling though we’re just getting started

[jenkins @lhrjenkins]

@swordofwuwei

[jenkins @lhrjenkins]

@0xAvast @Lumasy01

[jenkins @lhrjenkins]

@RobinHubHB $cookware

[jenkins @lhrjenkins]

@FrothlessPlease