Predatrader

There is nothing new under the sun.

[Predatrader @poketchange]

$btc I just went all in. CDC just said cash is spreading virus.... if I'm wrong then does it really matter anymore???

[Predatrader @poketchange]

@TheCincyBuckeye @Hickey93 Not hybrid issue

[Bankless @Bankless]

INTERVIEW: @CryptoHayes - The AI Crash That Could Send bitcoin:native to $1M

Arthur thinks the AI trade is sucking the oxygen out of crypto, and the real opportunity may come after the AI bubble cracks.

Inside the episode:

- AI CapEx mania
- Why ethereum:native looks cheap
- Oil as the macro bear case
- “The Fed can’t print Moore’s Law”
- How an AI credit event could send money back into crypto
- Why @HyperliquidX can challenge @binance
- Why the inventor of perps says not to use leverage

---
TIMESTAMPS

0:00 Why Arthur Sold HYPE, NEAR and ZEC
4:26 The AI Trade Starts to Look Crowded
6:25 How Arthur Is Positioned Now
7:15 Crypto’s Strange Market Dispersion
11:09 Oil, Iran and the Fake-Out Risk
14:16 Why the Iran Deal May Not Be Durable
17:29 Can AI Survive Higher Oil?
21:20 The AI Bubble Thesis
26:11 China’s Cheap AI Threat
30:38 The Credit Event Arthur Is Watching
35:51 The 2028 Perfect Storm
39:45 Why AI Is Draining Crypto’s Bull Market
44:28 Arthur on Inventing Perps
48:11 Why Perps Could Eat Wall Street
51:18 Socialized Loss Explained
53:21 Onshore vs Offshore Perps
55:50 Why Hyperliquid Can Flip Binance
56:30 The Perp Inventor Does Not Use Leverage

[DaddyPatrick @patrickthedaddy]

honestly been sitting on this for a while before posting but here it goes

the robotics space is at an inflection point that most people are completely missing. everyone's talking about AI, everyone's talking about SpaceX, and yeah those are real - but both are essentially priced in at this point. you're not getting in early on anthropic. that ship sailed.

what's NOT priced in is humanoid robotics. figure and apptronik are the two serious US players and their combined valuation was sitting below cardano six months ago. cardano. a chain that has been a ghost town since 2020. let that sink in for a second.

now i'm not here to tell anyone what to buy but $BOT (robostrategy) has been on my radar for a while and the thesis is actually pretty clean. it's essentially a vehicle that gives you pre-IPO exposure to these companies with actual liquidity - no 7 year lockup, no being stuck at a 60% discount if you need to exit. that alone separates it from most VC-adjacent plays retail ever gets access to.

the NAV premium people complain about is based on last year's funding rounds. figure and apptronik are raising again, probably sooner than most expect, and those rounds are not coming in lower. when that happens the math on $BOT flips pretty fast.

robotics hasn't had its ChatGPT moment yet. that's the whole point. when it does, and it will, the window you had to position beforehand is gone. every major bull run has that one sector where people look back and say "it was so obvious." i think this is it for the next cycle.

not financial advice, do your own research, all that. just think more people should be paying attention

[Predatrader @poketchange]

@JayC_Hi Poison ivy

[Predatrader @poketchange]

@ExitLiqCapital Someone trying to say HI... 14 upside down

[Flood @ThinkingUSD]

While we wait for $SPCX to officially list on Nasdaq, Hyperliquid's Pre IPO Perps (IPOPs) have traded over half a billion dollars in volume in the last 24 hours.

Price discovery occurs on Hyperliquid.

[HustleBitch @HustleBitch_]

This video is going viral as people start to realize what Trump just did 👀

[TB1™️ 🇺🇲 @TB1Kinobe]

This should be the average American home

[Dyme @CryptoParadyme]

Welp I am not always right.

Looking like we get to buy more shiny rocks at $3,700 and $3000 potentially.

[Predatrader @poketchange]

@Alejandro_XBT This is the gayest fractal I've ever seen.

[Predatrader @poketchange]

@ExitLiqCapital @blknoiz06 "Its a big club and you ain't in it".
They really dont like you. I know why...

[MrBujok @BujokMr]

The moment is here ladies and gentlemen, the bubble has popped.

The lights are flashing red, as evidenced by the fraudsters crawling out of every last ponzi hole trying to entice retail back in at the top.

This coming weekend I expect the first initial sell off, probably triggered by some sort of Israel/Lebanon/Iran escalation, leading to oil’s continuous climb all week, and a steady bleed of US equities and tech stocks.

What I believe occurs next will be the Yen continuing to weaken, as fears that the conflict will escalate beyond control. Trump will come in and try to calm the markets with a rhetoric of trying to discipline Netanyahu, demanding a cease-fire. Which is why I believe they made this alleged Trump/Netanyahu recent phone call propaganda so Astro turfed.

The Space X IPO will serve the purpose of exit liquidity as insiders dump on retails final all in, with hopes that Trump will order a final TACO. But I believe the United States military will probably join the conflict on Saturday possibly Sunday.

And with the world distracted with the Sunday night White House UFC night(they always do Saturday nights), the markets in Asia open with a massive move up in oil, and the panic starts & the crash begins, as Japan begins to defend their currency.

Black Monday on June 15, 2026, which also happens to coincidentally fall on the New Moon. 🌑 Which is a black, fully darkened moon emitting zero light.

This will also be when they try the “Iranian Cyber Attack”, as they have the picture perfect excuse.

[Predatrader @poketchange]

Sooo you can buy $zec right now at 590 and sell it on coinbase for 630?? Hmmm

[Predatrader @poketchange]

@gumsays You know how I know you're gay?

[Predatrader @poketchange]

@ExitLiqCapital Gg

[Bb @bitbitcrypto]

looks like the market is on a mission to get rid of Saylor

[Predatrader @poketchange]

@CryptoParadyme Sold my rivian today before close and bought zec. Aigmi?

[Predatrader @poketchange]

@ExitLiqCapital When are we loading up on zec nick? My 530 average doesnt feel all to safe. 470-400?

[INDYCAR on FOX @IndyCarOnFOX]

FELIX ROSENQVIST WINS THE CLOSEST FINISH IN INDY 500 HISTORY!

[Predatrader @poketchange]

@IMS @GainbridgeLife @CaitlinClark22 @IndianaFever @WNBA ❤️