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#bitcoin / swing trading

[Bluntz @Bluntz_Capital]

good graph if youre interested in humanoid robotics

[🐧 @Pentosh1]

Things to consider, look for exposure in when opportunities arise

$BB physical AI safety layer
$DRAM memory, robotics
$BOT the physical side, private robotics companies that will all need to scale. This timeline is being sped up rapidly

all 3 tie in together over the next decade and benefit each other

[🐧 @Pentosh1]

One of the main bear cases for hyperliquid:native is "what if BTC dumps"

Well, $BTC has dumped from $126k to $58k

Hype just hit an ath recently. I guess the real question should be, what if crypto bottoms?

The majority of people calling for the 30's didn't participate in it's upside But they sure love chirping about the downside. And I think a lot of that hype no longer exists. It was essentially deleted. Hence the OI at the 50's being fully reset while price ended up $15 higher the first time. Why, bc the spot hype is taken off the books forever.

Can it go that low. of course anything is possible. It's crypto. But I think it's better to be more forward looking in terms of the revenue growth that is coming from circle, priority fees, and in the event crypto does bottom. Like many are calling for. Well it benefits from the volume that follows.

Now, obvious disclaimer is this is more of an investment thesis than a trade thesis.

[🐧 @Pentosh1]

A few things from today. The next decade is the super cycle. Same disclaimer as always. it will be volatile, it will be so over and we are so back many times. But ultimately, this is over a decade period. going to be the larget bubble in human history.

Japan committing multiple trillions to the AI buildout over the next decade. Other govs will do the same.

We are going to see more robots than humans 10 years from now. The robot buildout hasn't even started. These companies aren't even public yet. Robots are solving for the 59T labor problem that exists today. Avg hourly wage is around $38, robots can get the job done for under $3-4 over its lifetime.

There is still a huge energy need, the AI buildout isnt complete. It also is going to take years

We are going to see rapid advancements in medicine as a result of AI. Speeding up time to market, research, and finding new cures.

There are going to be many bubbles, and side bubbles inside the broader bubble and super cycle.

[Elon Musk @elonmusk]

It is humbling to consider that if we harness just 1 millionth of the Sun’s power for AI, that will be much more than a million times the intelligence of all of humanity

[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

[Raoul Pal @RaoulGMI]

Anthropic has been publicly forced to bend the knee to the US government. The ban on Fable and Mythos reads like censorship, and the market will read it as the TAM of the frontier labs collapsing. Instead, I read this as the opposite, as an acceleration event...

The government MUST have first access, because this is The Great Game, the game of nations over the most powerful technology ever discovered, and a technological edge of 30 to 60 days is worth everything.

It's the same edge the labs already exploit internally. You build your next model with your unreleased frontier tech, never with the public one. That private head start is what keeps you accelerating ahead of the competition or at least in line with them.

The US needs that exact advantage now. Before the public, and before the Chinese open source models can copy it. They have no choice. They cannot allow their own technology to be turned against them.

What's being negotiated, in the usual outrageous, hard-ball Trump manner, is the new arrangement:

Anthropic and OpenAI are free market operators and state vassals at the same time. Nobody wants to curtail their growth. The Gov just wants to be Customer Number 1 with privileged access.

This is the East India Company all over again. A private enterprise left free to grow rich and dominant, granted protection and a clear run by the state, on the unspoken condition that it serves the crown's strategic interests first. That charter was the price of the monopoly.

It also sends a message to China and everyone else that US AI is now so advanced the state itself has to control it. They won't, not yet anyway. They just want privileged access, the rest is posturing.

And Anthropic will bend the knee, very soon...

The hidden outcome is the one that matters. The AI firms are now near-explicitly too big to fail, which means the debt funding the capex buildout comes with an implicit state guarantee.

That accelerates the build-out of intelligence. It doesn't curtail it...

Open source accelerates too, because going open ensures no state can intervene in the model itself. Though the same Great Game rules apply there, and the Chinese state will take its own privileged access first.

So the market may wobble, convinced the TAM of AI just collapsed.

The real outcome is an acceleration of intelligence, and a Super Cycle that keeps running.

[McKenna @Crypto_McKenna]

Now that AQAv2 is live we can see just how material these flows are going to be outside of the trading activity that occurs on HyperCore:

> USDC HyperEVM (CCTP): 5.37Bn
> USDC HyperCore (Bridge): 929M
> USDC Total: 6.3Bn

> Implied Yield Reserve @ 3.25% = $184.14M / yr
> Daily implied buyback pressure = $504K
> Buyback Uplift = 29%

The alternative products like HIP-3 and HIP-4 will continue to drive USDC towards Hyperliquid and AQAv2 will continue to benefit from the yield sharing from Circle/Coinbase.

HIP-3 will continue to scale becoming the venue for global price discovery for traditional markets and I think HIP-4 should see considerable traction as we enter the World Cup and Mid-Terms.

$HYPE

[The ₿itcoin Therapist @TheBTCTherapist]

People are finally realizing Michael Saylor is engineering the most sophisticated trade in financial history

> Accumulate a massive BTC stockpile
> Offer a new bank account paying 11.5%
> Pay off all debt, optimize balance sheet
> Achieve S&P 500 inclusion
> Front run the U.S. Strategic Reserve
> Front run all global economies
> U.S. government takes stake in MSTR
> Have a first mover advantage
> Monopolize the entire crypto market
> Position yourself before everyone else

THIS HAPPENS ONCE IN A LIFETIME

[Crypto Tice @CryptoTice_]

BREAKING:

Trump just told the entire world to buy stocks and crypto.

"You'd better start buying stocks and crypto now."
"This country is going to take off like a rocket straight up."
"Up. Up. Up."

May 14.

The same day as the CLARITY Act vote.
The same week Iran peace is being negotiated.
The same week Trump flies to Beijing.

Trump doesn't say things like this without a plan.

The last time he said something like this.
The market followed.

Don't underestimate the man's words.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 US national debt surpasses size of the entire United States GDP for first time since World War II.

[T @TTradingO]

@xBenOnChain_ @yieldbayfi @legendsdotfun 💪🏻💪🏻

[benjamin | yieldbay @xBenOnChain_]

We just listed @yieldbayfi on @legendsdotfun!

an upvote goes a long way!

https://t.co/8jNOlNmhLG

[Sykodelic 🔪 @Sykodelic_]

This will start the most hated and confused rally.

Once Bitcoin closes the weekly back above $74,400, it is running up to $200k.

This is not the same as 2022, in any way.

If/when Bitcoin reclaims this key HTF structure level, it confirms it as a deviation and commences an expanded flat reversal.

And this will be the most hated rally we have ever seen because almost no one is expecting this to happen.

Everyone is convinced of the 4 year cycle bear market, when there is mountains of data that disprove that we'll be following that path. The macro cycle could not be in a more different position.

This move higher will rekt record shorts and sideline the most amount of people ever, which will only make it even more aggressive as the dumb af reply guys fomo back in when they realise they have FAFO'd.

And i cannot wait for it.

If you are not seriously considering this outcome, you are going to be caught offsides if it happens, and you won't have time to get back in.

[Osemka @Osemka8]

Why I think the best part has yet to come

Megathread 🧵

[Sykodelic 🔪 @Sykodelic_]

We have a 700 day altcoin bull market ahead of us.

At least, that is what the entire chart history tells us.

This is again a tale of how everyone thinks we are in a 2022 situation.

We can see here again, very clearly, that when:
- PMI breaks into expansion
- 1M Stochastic has turned up
- OTHERS.D breaks trend

That OTHERS begins its true bull cycle.

The red dots signal cycle tops, when parabolic runs have happened and PMI has been expanding for at least 18 months.

Alts have bottomed against the market and the best is yet to come, not the worst.

[Ray Dalio @RayDalio]

https://t.co/tjmbT5ytUN

[Matt Shumer @mattshumer_]

https://t.co/ivXRKXJvQg

[Andrew Kang @Rewkang]

https://t.co/YU33t4yLWN

[Bluntz @Bluntz_Capital]

believe is something, anybody who's not a tourist and has actually witnessed multiple cycles knows this is an amazing long term $sol entry.

for the record the reason im bullposting sol more than anything else is, in my opinion it is the absolute clearest picture of every coin.

nothing else even comes close to the very obvious 5 up and abc down on the weekly apart from possibly $MSTR.