SIMΩN

Developing skills

[SIMΩN @sdhg111]

The winner is the one who escapes the asymptote

[OpenAI @OpenAI]

Sol is our new flagship and a step function better than GPT-5.5.

Terra delivers performance competitive to GPT-5.5 at 2x lower cost.

Luna is our most cost-efficient model, delivering strong capability at our lowest cost.

Together, the GPT-5.6 family gives people and developers more choice in how they balance intelligence, speed, and cost.

[SIMΩN @sdhg111]

*COT Update | Nasdaq 100*
Week of June 22–26

Dealers added longs and covered shorts, increasing net bullish positioning by +3.91% of aggregate OI.

Asset Managers flipped net long, with positioning improving by +0.46% of aggregate OI.

Leveraged Funds moved sharply the other way, closing longs and adding shorts for a -5.60% net positioning change. That move could be constructive if price holds or quickly reclaims higher levels (potential upside squeeze from reduced long crowding and fresh shorts). If NQ continues breaking lower, however, it would look more like broader risk-off repositioning

[SIMΩN @sdhg111]

Just on time to respect oil chart

[SIMΩN @sdhg111]

The reported deal terms look so one-sided that hat the market is understandably framing them as a major U.S. concession but oil also doesn’t really look like it has topped yet. It’s currently pulling back into a potential reversal area.

One (possible?) scenario: the U.S. refuses the final terms, tensions pick back up, oil has already flushed late buyers, and the next move is a squeeze higher into upside liquidity (potentially toward the $114 area) before a more acceptable final deal is eventually put back on the table

[SIMΩN @sdhg111]

The reported deal terms look so one-sided that hat the market is understandably framing them as a major U.S. concession but oil also doesn’t really look like it has topped yet. It’s currently pulling back into a potential reversal area.

One (possible?) scenario: the U.S. refuses the final terms, tensions pick back up, oil has already flushed late buyers, and the next move is a squeeze higher into upside liquidity (potentially toward the $114 area) before a more acceptable final deal is eventually put back on the table

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US and Iran have signed the “Memorandum of Understanding” to end the Iran War electronically and it is now in effect, per Axios.

[SpaceX @SpaceX]

SpaceX has exercised the option to acquire @cursor_ai in an all-stock transaction with the goal of building the world’s most useful AI models.

For the past few months, SpaceXAI has been jointly training a model with Cursor, which will be released in Cursor and Grok Build soon.

We look forward to working closely with the Cursor team to advance our frontier AI capabilities

[SIMΩN @sdhg111]

hyperliquid:native spot accumulation is still supporting this last leg higher. Active TWAPs make the underlying bid pretty clear

[SIMΩN @sdhg111]

Possible late-week sell-the-news setup: agreement announced Sunday, signed Friday, with the week to be priced in. That window could let equity indices test aths, oil sweep downside stops ahead of a catalyst, and the dollar stage a possible inducement move.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump confirms that the US and Iran will be signing a peace deal on June 19th.

[Hyperliquid News @HyperliquidNews]

🆕 New HIP-3 ticker 🆕

The $SMH ticker has been purchased for 588.37 HYPE ($34,684) by @tradexyz

[SIMΩN @sdhg111]

Coming back on interesting valuation with respect to revenue for hyperliquid:native

[SIMΩN @sdhg111]

Inflation up as forecasted (momentum on core CPI weaker than expected though)

[Claude @claudeai]

Introducing Claude Fable 5: a Mythos-class model that we’ve made safe for general use.

Its capabilities exceed those of any model we’ve ever made generally available.

[SIMΩN @sdhg111]

@hl_eco Your dashboard is incredible, thanks for you contribution! A small comment for the "Burns" page: it does not seem to be working in light mode

[SIMΩN @sdhg111]

@TedPillows King $

[SIMΩN @sdhg111]

10% OB imbalance is wild on bitcoin:native & ethereum:native

[SIMΩN @sdhg111]

@HyperliquidNews @HunterBiden @JoeBiden Definitely not good

[SIMΩN @sdhg111]

Coming back to levels before spot holders started to market sell heavily

[SIMΩN @sdhg111]

Current stop-chasing on hyperliquid:native could’ve been expected tbh. Spot holders have been de-risking since $60, and the rally was mostly derivatives-driven, no longer backed by spot demand.

Add the current crypto market state + some kind of sell-the-news reaction around the $HYPG launch, and the move makes sense imo.

Now it’s just a game of hunting stops and liquidations until spot demand steps back in.