repulse

aka vitalikmyballs . fixed income in the 🔆 . @degen_capital_ . btc, hype

[jeff.hl @chameleon_jeff]

I spent the past few days in Washington with @hyperliquidpc meeting with policymakers during the historic advancement of the Clarity Act. We discussed Hyperliquid, the benefits that it offers to American consumers, and the regulatory path to bring onchain derivatives markets into the United States.

Some conversations were technical with an impressive baseline understanding of Hyperliquid. Discussions included how onchain trading is a financial innovation that has clear global user demand. Other conversations focused more on a first principles introduction to defi and the promise of onchain markets. It was encouraging to see bipartisan support for thoughtful regulation of crypto. I look forward to continuing discussions in DC and working hard to make American access to Hyperliquid a reality.

[repulse @repulse_]

@Mr_Derivatives Get her a BBL.

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long $gld, $strc, $mu, $fly

added long $tem, $ewy, $uec
scalp long $meta

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As for tradfi, I'm still in:

3350 $mtplf shares
$unh shares + long dated call
$hood call

Interested in $tem. Otherwise, it's best to play defensive.

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april update

long $gld, $strc, $agro, $mu, $fly, $tsla

traded in & out of some tickers

not much to do atm.

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@motherofgrm @BillSimmons It's a copypasta 😂

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@govtworstfear @BillSimmons It's a copypasta

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@Nstr_tj That's my goat

[thiccy @thiccyth0t]

Trump is clearly in step 5 of his negotiating playbook, leaving the Iranians at the altar right when both sides were reportedly “inches away” from a deal in order to create maximum pressure.

The problem is that both Iran and markets can see straight through it. Equities are barely down because nobody really believes he is willing to sustain maximum pressure indefinitely. Everyone understands what he is trying to do, but he has burned too much credibility for the threat to fully land. So instead of forcing a quick capitulation, he just turns the conflict into a slower war of attrition.

Trump clearly sees equity prices as a resource he can spend. But if markets refuse to panic because they expect him to TACO and nobody wants to dump the panic low, then he never gets the market pain that would actually force him to bite the bullet and give Iran what it wants. At the same time, Iran is not backing down either because from their perspective this is existential. So you end up stuck in the worst possible middle: not enough credibility to force Iran to capitulate, not enough panic to force Trump to capitulate.

That is where the molochian dynamic kicks in. This kind of half credible maximum pressure just traps both sides in a spiral of attrition where every missed off ramp makes the next one harder to take. The conflict keeps grinding forward until one side finally breaks, only after the damage is much worse and much harder to reverse than it needed to be.

That is the cost of Trumpian policymaking when you get too cute with markets and start treating them as a metric to optimize instead of a signal to read. He tries to escape reality but all he is really doing is bottling up the pain until it comes back in a much uglier form.

[repulse @repulse_]

oil is at $100 & Trump is hosting a memecoin convention

its so over

[Disclose.tv @disclosetv]

JUST IN - Trump to host meme-coin conference at Mar-a-Lago on April 25, 2026 — Politico

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@GonzoXBT $eth

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@ZaStocks Agreed! Also $fly

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@dpycm $agro

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@crypto_condom Good stuff

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@LucasSacerdote_ Agree with this thesis

[HypeTrader 牛逼 @MomentumKevin]

$HYPE is being held up by an entirely different cohort of individuals separate from the primary cohort behind general cryptocurrencies making it less adverse to overall crypto price risk

At it's current market cap size, in comparison to what it's aiming to be (10x BNB in terms of financial infrastructure and benefit to Defi) combined with the unwillingness to sell until $100+ by it's holders

The room for growth and velocity at which growth is expected to occur is currently at an astounding rate

The entire fundamental structure has been set up for massive success (NO VC's, AF Buybacks)

The mathematical purity of Hyperliquid as a concept is something that can only be compared to Kobe Bryant in his prime

at a current $35/coin vs $60 all time highs) we are essentially retarded if not risking the entire life stack for free money within a 2 year time period

[repulse @repulse_]

For every pump on crude oil, Bessent orders a fake headline to push futures down

$wti $uso should be at $150+

Not going to touch crude anymore for now

Will express upcoming shortages through other instruments like natgas, fertilizer etc

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Almost a year ago

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Market boring lately. Just following my plan and adding $tsla, also shorting $eth lol

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$uso on the 2022 fractal?