glhf

[glhf @pathtofreed800m]

@goodalexander They paused war for the beginning of the world cup and resarted as soon as USA got their asses kicked

[smartestmoney.hl @smartestmoney]

@MoonOverlord ATEHUN a token my friend

[moon @MoonOverlord]

the decentralized Nasdaq is going to $800 a point

[glhf @pathtofreed800m]

@DexariDotCom Where can we check this legacy chest ?

[Arnaud Bertrand @RnaudBertrand]

Here's a question I know many are wondering about: why did China wait until now to use rare earths as leverage against the US? Why not in the first Trump administration when the US started the trade hostilities? Or when the Biden administration unleashed the chips export controls 3 years ago?

I just watched a fascinating explanation by a Chinese analyst and, unexpectedly, a big part of the explanation is... helium.

I had no idea but as he explains (source here: https://t.co/eUbbU5QIHW), all the way until 2022 China imported 95% of its helium and most of it was controlled by the US. Of the world's ten largest helium producers, four were American companies, and the remaining six all used American technology.

Helium isn't just a party balloons gas: it has plenty of industrial applications for things such as quantum computing, rocket technology, MRI machines, as a coolant for chip lithography equipment, etc.

In a nutshell what he's explaining is that with helium the US had an even stronger card to play if China ever used the rare earths card.

This raised huge alarm bells inside China. In an article published in late 2022 in the journal Frontiers in Environmental Science (https://t.co/eZhyv438LK), several researchers from PetroChina’s Beijing-based Research Institute of Petroleum Exploration and Development stressed that China would be greatly affected if the US imposed a “stranglehold” blockade on helium exports.

So over the past few years there were gigantic efforts in China to break the "helium shackles," with seven helium extraction facilities going into production, and China also switching imports from the US in favor of imports from friendly countries like Russia.

China's research ecosystem also went into overdrive to find solutions to the helium dependency issues, with China's Academy of Sciences awarding its annual 2024 "Outstanding Science and Technology Achievement Prize" to a new helium extraction technology project (https://t.co/eWs163mfaO) because "these scientific and engineering achievements broke the long-standing monopoly of the US and ensured the security of China's helium resources" (https://t.co/d7YquWKFGS)

The result: by the end of 2024 China had cut its helium dependence on the US to less than 5% (https://t.co/wOxm8VRZJj). The "helium shackles" were broken.

That's what most people don't realize: power isn't about intentions or rhetoric - it's about what you can actually do. Many wonder why countries almost never retaliate when the US imposes sanctions or export controls. The answer is simple: they can't. They lack the alternatives, the technology, the supply chains.

China is the first country that systematically worked to eliminate every single pressure point, with humongous efforts. It's not just helium: it's chips, energy, telecommunication, pharmaceuticals, etc.

That's why the rare earth card can finally be played now. Not because China suddenly became aggressive, but because they have developed the capabilities to say "no."

Last word: as a European, this is both depressing and inspiring. Depressing because it highlights the immense magnitude of the task at hand to become genuinely sovereign and develop our own capabilities to say "no." Inspiring because China demonstrated that it can actually be done, and relatively fast if we execute competently. Although with the current crop of folks at the helm in Europe, that last part is admittedly a very, very big "if"...

[glhf @pathtofreed800m]

Usde lost 2B marketcap in 24h damm

[Cobie @cobie]

Probably one of the most severe flushes I’ve ever seen on alts, I didn’t even imagine alts had this much leverage in them. It feels like someone got hit very hard and will see a large body float to the surface soon, reminds me a little of summer 2021.

Good reminder to myself to own things that I am actually bullish on, and not things I am trying to shift on momentum. Some charts look like they’ll never recover, whereas some things look buyable for the first time in a while.

When everyone is making hilarious amounts of money I am always tempted to start using leverage again. It is almost impossible to fight the feeling that you’re not making enough, or everyone else is outpacing you. Good reminder that fighting that feeling and avoid the wipeouts is worth it in the end.

Check on your friends, likely a bad day for many.

Personally, am concentrating my bags into the things I am happy to own for the next few years, and shedding the fat. Realised I own some assets based on not wanting to miss out, rather than on some actual thesis. Days like today are much easier for me if I think my bags will bounce back, and much worse if I’m losing money owning things I don’t even believe in.

Don’t let a leverage blowup dictate your long-term views. The future is bright, good things to come, patience is rewarded.

嵐の後

[MLM @mlmabc]

During the crash, Hyperliquid stayed fully operational while HLP made over $40M in profits on the day - pushing the APR to ~190% and generating roughly 10–12% returns on total capital.

https://t.co/FqkovZYhGG

[glhf @pathtofreed800m]

Very bullish hyperliquid

[glhf @pathtofreed800m]

@mountain0320 @Henrik_on_HL same same bro 😭

[x256.hl @x256xx]

Happy $HYPE ATH to those who celebrate

Next up: President Macron zone

[Adair @crypto_adair]

I can’t believe you can buy the original Hyperliquid meme for under .57 cents as $HYPE inevitable gets to $ATEHUN’dred/pt ($150)

[Solid Intel 📡 @solidintel_x]

INTEL: Bitcoin wallets holding 100–1,000 $BTC just hit record highs, while 1,000–10,000 $BTC whale addresses are declining

[Ryan Watkins @RyanWatkins_]

Hyperliquid Metrics Lately.

— ATH Open Interest
— ATH Volume
— ATH Revenue
— ATH Deposits
— ATH Users
— ATH Market Share vs CEXs

All before the Hyperliquid treasury co flywheels take form and HIP-3 goes live.

There is no second best.

[Loris @0xLoris]

perhaps naive of me

but it is genuinely exciting to think of a future where hyperliquid is an ecosystem providing users with full financial interoperability and freedom

and someone in the philippines can buy a tokenized sp500 etf (via @unitxyz) to benefit from the growth of another country's economy, to which they'd otherwise not have access

with native liquidity deeper than any centralized entity on earth

and *own a piece of the platform on which they're buying it (HYPE)*

the integration (but separation) of hypercore and hyperevm is the first time i have ever seen the light at the end of the tunnel in this way

it's the future we all want.

hyperliquid

[glhf @pathtofreed800m]

@Mattertrades @ThinkingUSD

[glhf @pathtofreed800m]

@hyperliquidbull Same wallet twaping most if it.
Deposited 40M 12h ago and has been busy buying since then

[glhf @pathtofreed800m]

@inversebrah This is bullish