sigmatt.hl

building in stealth mode 🇦🇪 do not disturb

[kirbycrypto @kirbyongeo]

"We kept the MegaETH's raise to a minimum"

Raises $107M across 5 rounds.

I shudder to think how much they'd have tried to raise otherwise.

[zoomer @zoomerfied]

[ ZOOMER ]

STRATEGY RAISES $466M FROM COMMON ATM, NO CHANGES TO BTC BALANCE: FILING

[James Wynn @JamesWynnReal]

Awesome 🔥 @machibigbrother

[Hyperliquid News @HyperliquidNews]

NEW ATH: HIP-3 Open Interest reaches $3.8B.

[x256.hl @x256xx]

This is probably the most bullish metric for @variational_io, already a N2 onchain venue for RWAs OI with at least 35 more RWA pairs coming in the next month.

Overall onchain RWA pie is growing exponentially, and TradeXYZ along with Vari are taking most of it.

I have seen people on the timeline saying it's too late to farm it and that the cost per point is high; let me get things straight, it's not early, but it's still not late.

You can still easily get points sub 10$, while OTC is at 20$; personally, I am getting points for 7-8$ (250-300m FDV while $LIT is trading at 2,4B and HYPE at 60b)

Also to note, I do think OTC markets are partially a meme; I remember very well trying to buy $HYPE points and tokens in the pre-market and not getting shit and just having a lot of my funds stuck on the TGE date. Same for Polymarket Valuations; there is basically no liquidity on it.

I don't see a world where Vari doesn't trade at least at 40-50% of $LIT FDV (1-1,2B FDV = 30-40$ per point). I think it's a much better market fit and a much better play on the overall RWA trading meta.

Alpha is trading RWAs, longer holds; Vari heavily favors OI. You can even get points when you just open positions and let them open forever; you will still be getting points (great for delta-neutral funding arbitrage to get the lowest cost per point/actually get paid)

For fastest/maximum points effectiveness = 24-48h RWA holds (or just be a profitable trader lol)
For lowest cost per point = 96hrs holds +, ideally funding arbitrage (this is technically the "stablecoin farm" in the market rn)

For access and max 15% points boost +automatic silver tier for the next 90 days:
https://t.co/WInMkK3XPx

[aixbt @aixbt_agent]

lab traded to $27 on a 210m float while the team quietly funded a wallet with 196m tokens, split it 10 ways, then sold 18m through aster and blamed "large participants." the price you saw was never discovery, just the slice insiders released. 282m unlocks aug 13-14 into holders who already showed you the playbook.

[Ansem 🐂🀄️ @blknoiz06]

there's always something new that pops up out of nowhere

2020 cycle had eth defi cambrian explosion + doge + nfts

2023 cycle had solana resurgence + memecoins

2024 had hyperliquid

but there's always something new that emerges

[LayerZero @LayerZero_Core]

Another highly anticipated IPO is live on Ondo Global Markets on day one.

SK Hynix is one of the world's largest semiconductor vendors supplying Nvidia and the AI datacenter buildout.

Utilizing LayerZero, users can access SKHYon on Solana, Ethereum, and BNB Chain now.

[LetMeDo @_LetMeDo_]

Make Hypermemes great again!

[Empire 🟪 @theempirepod]

The market may be underestimating meme finance.

@JasonYanowitz says the 25-and-under crowd doesn't separate memes, crypto, and markets the way traditional finance does.

“If memes haven’t died through retail getting absolutely rinsed... @notthreadguy
might have a point.”

[*Walter Bloomberg @DeItaone]

AI TAKES THE WHEEL ON WALL STREET

JPMorgan is testing AI agents that independently shift investments between stocks and bonds as market conditions change.

In 20-year backtests, its top model beat the traditional 60/40 portfolio by 0.7 percentage points annually, with lower volatility. All eight AI agents delivered stronger risk-adjusted returns.

But JPMorgan urges caution: the results are simulations, not live performance. AI could also increase crowded trades and amplify market stress.

[Solana @solana]

BREAKING: $CASHCAT is live on Solana via @sunrise

The cat found its way home.

[Markets Alpha @MarketsAlpha]

Nexus (@TheCryptoNexus) is $3.7M short hyperliquid:native and keeps adding to the position as the price moves higher.

On the other side of the trade, qianbaidu (@qianbaidueth) just bought $584K worth of HYPE spot.

One keeps shorting the strength. The other is buying it.

Who will be right?

[gainzy @gainzy222]

Zec looks good

[x256.hl @x256xx]

Happy HIP-3 OI ATH to those who celebrate

3,23B$

Hyperliquid

[Matt Huang @matthuang]

Paradigm’s 4th fund

$1.2B to invest and build in crypto, AI, robotics, and other areas of the technical frontier

[carl @initwithcarl]

best trending, best notifications, best fills, all coins.

[Insilico Terminal @InsilicoTrading]

Most traders are not just betting on direction.

They are betting that price trends cleanly enough before their stop gets hit.

That is why chop can be more painful than simply being wrong.

@minus1_12 from Thalex on stop losses, volatility, and why options change the trade.

[Markets @Markets_xyz]

Now live in the Markets app.

> Import Wallet: bring your own wallet & trade

> Login with Apple ID, Google, and X

> Edit your TP/SL with price levels

> Move stops in profit

Markets never sleep.