walter

cofounder @hypergambitx || 🎓 @gauntlet_xyz

[walter @ringwraith10]

https://t.co/h5gf505fQ2

[walter @ringwraith10]

@larpcapitalwc @skyquake_1 preordained

[walter @ringwraith10]

@ceoofbitcoin111 tru that's the og

[walter @ringwraith10]

the 120 top curse strikes again

micron joins btc, silver, oil, and intel

market cap bounced right off 1.2T

[🐧 @Pentosh1]

every day is the same as the last

asian stocks limit up, US stocks hit new all time highs, trump says Iran wants a deal so badly, the dumbest person you know is up another 10x on some "bottleneck" stock that his LLM told him to buy

[walter @ringwraith10]

@BoJackCapital mvp kol

[walter @ringwraith10]

every hype holder should be thanking kyle instead of hating on him

hype would def be trading lower without his vocal opposition

intense rivalry accelerates innovation

[walter @ringwraith10]

@drews888 this share card with the club badge would hit

[merp @0xMerp]

ignore 99% of coins, including BTC

be long some basket of perp dex/privacy/TCG meta

be long computes via equities

be long veblen goods that walk the line between functional art/status symbols

own land

these seem like the only things worth owning

[walter @ringwraith10]

@beaniemaxi

[walter @ringwraith10]

@notthreadguy a case where two rights make a wrong

[walter @ringwraith10]

pre-ipos continue to hit discovery bounds upon launch. QNT hit within 4 hrs

width/number of bounds increased to facilitate more expansive price discovery

for a variety of reasons, day 1 euphoria is now compressed into the pre-ipo launch, regardless of how big the name is

[walter @ringwraith10]

the best 30m markout you will see today

[walter @ringwraith10]

in the summer, you are supposed to mow your lawn every couple of weeks

funding starting to creep negative

see you all back at 750b

[Jukan @COMPUTEX @jukan05]

Just in: SK Hynix’s market cap has surpassed $1 trillion.

[walter @ringwraith10]

@MarketsAlpha wen hyperliquid world cup kit

[walter @ringwraith10]

@pondermint clanking soju shots

[walter @ringwraith10]

the kimchi premium has finally returned home

should have expected EM memory to be that bid relative to all other risk assets, even if you fade the hormuz news

[walter @ringwraith10]

@bennpeifert ty for sharing, learned a lot

[Benn Eifert 🥷🏴‍☠️ @bennpeifert]

Good morning my loves, happy Saturday. Sorry I've been quiet, obviously been busy, but thought it'd be nice to give you all the details on the multi-strategy absolute return program that experienced the 28% drawdown this year. (1/n)

[walter @ringwraith10]

@hushky6 also oil move here

[walter @ringwraith10]

$50m sp500 traded during saturday brunch

either I need better news alerting

or the weekend es and wti markets are just faster now