Michael

suprise!

[NEXTA @nexta_tv]

People compared online the speed at which Trump and Biden attach the Medal of Honor.

[Eric Balchunas @EricBalchunas]

$THYP & $BHYP both with a 50% jump in volume (again) today, headed for a combined $40m in trading. A perfectly timed launch as EVERYTHING (stocks, bonds, gold, btc, cryptos) is down lately except the HYPE, which is up 27% since THYP's 5/12 launch.

[Rex Liu @rexliu]

Two months ago, I wrote that I would only seriously re-evaluate $HYPE if at least 2 of these 3 conditions were met:

- 100+ validators
- DAO governance goes live
- Team tokens get verifiable on-chain lockups

Two months later, @HyperliquidX is clearly becoming more important.

- Validator count improved from the low double digits to 24, with expansion to 27 planned
- TVL and revenue remain strong
- The USDC / Coinbase / Circle deal also adds a new layer to the cash-flow story

That part matters.

But personally, the original risk was never “is the product good?”

The risk was whether a system this important should still depend on a relatively small validator set, unclear DAO boundaries, and team token arrangements that are not yet fully verifiable on-chain.

So the update is simple:
$HYPE is becoming a stronger business, but not yet a cleaner investment for my framework.

And if you're only invited by the recent pump, then it's time to reconsider your thesis.

Still watching.

[unusual_whales @unusual_whales]

BREAKING: "Footage of an Iranian ballistic missile slamming into the headquarters of the US Navy's 5th Fleet at Naval Support Activity (NSA) Bahrain earlier today," per OSINTechnical

[Michael @rocknsol_]

Binance #ButtonGame is Back: Hit the Button, Countdown to 00:00 and Win 1 BTC! #Binance #BTCButton https://t.co/USmZHjylUu

[Michael @rocknsol_]

Binance #ButtonGame is Back: Hit the Button, Countdown to 00:00 and Win 1 BTC! #Binance #BTCButton https://t.co/USmZHjylUu

[Grayscale @Grayscale]

We’ve filed the ZCSH Form S-3 - an important step required to launch the first ZEC ETPs.

Zcash launched in 2016. Seeing the potential of the Zcash protocol, we launched Grayscale Zcash Trust (Ticker: ZCSH) as a private placement in 2017.

[Michael @rocknsol_]

@BojanRadojici10 Send

[Michael @rocknsol_]

@BojanRadojici10 assumptions

[Michael @rocknsol_]

@BoucherNicolas finance cheat sheet

[Michael @rocknsol_]

@YourCFOGuy send

[Michael @rocknsol_]

@Hugothewiz @grok Cool, let's see

[Michael @rocknsol_]

@BojanRadojici10 Interested. Pls send

[Michael @rocknsol_]

@hlywdufo @waltywang @DOGE Lol..

[Michael @rocknsol_]

https://t.co/n4xo3J2dsc

[Michael @rocknsol_]

@pain https://t.co/n4xo3J1FCE

[Michael @rocknsol_]

@ratwizardx Would be good if you can give some commentary on thought process etc on trades you make for the newbs

[Michael @rocknsol_]

@solflare_wallet @FartCoinOfSOL Blasting Linkin Park in the elevator, thought I ninja'd a silent but deadly. Turns out it was more of a "Breaking the Habit" level bass drop. Even did the discreet 'cover the nose' to blame the dude next to me, but the reverb off the mirrored walls ratted me out. 💀 #FARTCOIN

[Michael @rocknsol_]

@CZbayc pls need to eat

[Michael @rocknsol_]

@blknoiz06 @cindystran 4WNv3gYuiYHF5jiYmwNiMNy4eWnrCKbQn9LRp1QAHCNh

Hi i am vietnamese, i'll make sure she gets the dong she deserves