wilnos

everything is ok

[based16z @based16z]

🚨 Official 4th of July Rolex Giveaway 🚨

Retweet this post and DM @duncanreucassel “PIPE” to be considered for this red white and blue meteorite Rolex

[Nature is Amazing ☘️ @AMAZlNGNATURE]

When bees get tired after long periods of flying and gathering pollen, they sometimes rest or fall asleep inside flowers.

Flowers can provide warmth, shelter, and a safe place for bees to recover before continuing their search for nectar and pollen.

[VIKTOR @thedefivillain]

Most reliable way to make money in crypto in all market conditions is to understand how to fade altcoin pumps in a risk controlled manner

It's a trade that gets offered to you over and over again

[daz @MetamateDaz]

i have no desire to be rich so i can buy a lambo or birkins.

I want to be rich so I can control my time and go to the gym at 2 pm on a wednesday.

sit at a cafe and relax for an hour on a rainy afternoon.

so I can cook meals at home with fresh ingredients.

spend on my family and friends without worrying about a budget.

that’s my idea of a rich life, not the fake consumerist idea shoved down my throat.

[Ash Crypto @AshCrypto]

REMINDER: 🇺🇸 FED Chair Powell will speak today at 8PM ET.

Only he can save the markets now.

[Arthur Hayes @CryptoHayes]

I don’t know the first thing about your tech. I’m sure it’s good, everyone that speaks about you and your team say you guys are smart as fuck. But your tokenomics pretty much guarantee $MON will be Down Only.

Tell your community how the chain will absorb the 90% of tokens without cratering. Tell your community about the amount of usage needed so that there is organic demand to buy the token from the early investors and team members who will sell it once it unlocks. There is nothing wrong with selling, your early supporters an team members deserve a good return for taking risk. Tell the community how you will maintain this price level with ~1% monthly inflation just due to staking rewards. Fucking educate me on that. I don’t give a fuck what your tech does, I’m a trader. Write me a wall of text about the flows and make me look like an idiot.

Until then , $MON is a hot potato. It’s fun to scalp with but the general trajectory will be lower just due to supply and demand.

[XY @xydotdot]

Closed My HYPE Trade

I’ve officially closed out my HYPE position.....meaning I sold every token I ever bought.

The airdrops, however, remain untouched. Because they serve a different purpose. More on that later.

Let’s start with where I exited....49.2. Not 50.

That detail might seem trivial to some, but if you’ve been around long enough, you know better. Round numbers aren’t just psychological magnets, they’re breeding grounds for traps. Everyone sees them. Everyone targets them. And when everyone is looking at the same level, the edge gets arbitraged out.

That’s the first principle I’ve come to internalize: in markets, clarity doesn’t come from what everyone sees....it comes from learning what to ignore. Round numbers represent consensus, and trading well often means moving just enough away from consensus to avoid being collateral when it snaps.

Now, the more important part: why I sold.

And the answer is deceptively simple....because the decision to sell was made long before the price got here.

In every high-conviction trade I’ve made, especially those where I enter with real size, I create the exit plan the moment I stop buying. Not when I feel like it, not when CT gets loud, not when greed kicks in.....right then and there. I set my limit sells quietly and walk away.

Because I’ve learned that if I don’t define “enough” while I’m still clear-headed, I’ll redefine it later when I’m emotionally compromised. And that’s where most good trades go bad.....not from poor entries, but from blurred exits.

The beauty of planning exits in advance is that it strips emotion out of the equation. When you’ve already done the work, the market can scream “we’re going to 100” and you won’t flinch....not because you’re stubborn, but because you’re disciplined.

Trading with size isn’t about ego or conviction theatrics; it’s about having the humility to admit that profit isn’t made at the top, it’s protected through process. After all, most of your P&L is determined the second you press “buy.” Everything that happens after that is just risk management and emotional control. People chase tops because they never defined success in the first place.

To be clear: I’m not bearish on HYPE. I’m just done with this trade. I made my 4.7x on size with low risk and high clarity. The current price would offer me, at best, a 2x, and for me, that’s no longer a compelling investment.

Every day you hold a token, whether consciously or not, you’re making the choice to reinvest in it. And at this level, I’d rather allocate that capital somewhere else.

The decision isn’t emotional, it’s mathematical: the expected value has compressed, and the opportunity cost has risen. The upside may still exist, but the asymmetry has faded.

Even if I were managing this trade on the fly, without a preset plan, I’d still be selling here.

Why?

The risk profile. Not in the chart, in the structure around it. HYPE has been so effective at executing , in product, in narrative, in volume, that it’s now threatening the old guard. And the old guard doesn’t lose quietly.

CEXs aren’t just watching; they’re preparing to respond.

They’ve already lost on innovation and culture. Now they’ll fight the only way they know how.....through lobbying, gatekeeping, and pressure disguised as “consumer protection.” And while HYPE has proven itself as a product, it lacks what the incumbents have in abundance: regulatory muscle. It has ethos, but not armor. And that gap matters when politics enters the arena.

I’m not saying this dynamic will kill HYPE.

But I am saying it introduces a layer of uncertainty that changes the risk-reward dramatically. When the potential reward shrinks and the potential risks expand in range and complexity, stepping aside becomes the only rational move. I’m not afraid of volatility, but I don’t play in environments where the cost of being wrong becomes undefined.

If that environment emerges, and the market overreacts to it, I’ll be the first to bid again, because the R/R will be back. I’m not early out of fear. I’m early because I was early in. That’s the whole point of having great entries, you earn the right to exit while others are still rationalizing their hold.

So then, why am I still holding my airdrops?

It’s simple: because I believe in what Jeff and the HYPE team are building. Not as a trade, but as a mission. In a space full of opportunists and empty wrappers, this team actually has a backbone. They move with intent, not gimmicks. They’ve delivered, and they’ve done it without selling their soul.

The airdrops I hold aren’t just tokens, they’re a big vote of confidence in a better version of this ecosystem. I don’t know if that vote will ever be rewarded, and frankly I don’t care. This is principle.

Most people think good trading is about timing the top. It’s not. It’s about having enough clarity to walk away before the noise gets too loud.

I’m not in this game to be right every time. I’m in it to compound decisions that don’t require being perfect....just consistent, rational, and clear.

That’s how you stay in the arena long enough to catch the trades that actually matter.

[Sax @sax_parabolic]

1️⃣🪙 coming to an order book near you

[LoKi 😈 @lokithebird]

Kanye West sold his account to the BarkMeta Doginals crew for $17M—they’re gearing up to scam the entire space.

Share for awareness and save Web3.

[jeff.hl @chameleon_jeff]

Execution

Extremely proud of the community and team for the smooth launch of the HyperEVM. The upgrade happened amidst billions of dollars of daily volume, where the majority of defi derivatives trade. There was no downtime, and no performance degradation after the launch.

The UX of trading is still so seamless that many users assume the HyperEVM is a separate chain! To be clear: the HyperEVM and the existing native Hyperliquid financial system are one composable state.

The safest way to upgrade this uniquely complex system is a gradual rollout. Precompiles and other L1 interactions will build upon the sturdy foundation of the initial HyperEVM release. This will unlock an entirely new class of performant defi applications, but more on that later.

Right now I want to focus on the execution of the launch. A bug in HyperEVM logic or an unoptimized code path would've crippled the entire blockchain, affecting hundreds of thousands of users and billions in open interest.

This was a massively challenging launch: a jet's engine was flawlessly changed mid-flight.

--

Philosophy

The HyperEVM launch stayed true to Hyperliquid’s ���no insiders” principle. Hyperliquid has always embodied the original ethos of crypto: no investors, no paid market makers, no fees going to any company. The HyperEVM launch is yet another example that integrity and fairness are the pillars of Hyperliquid.

The tradeoff of a fair launch is that things are a bit messy to start. Tooling might not be there from day one. Builders need to familiarize themselves with the tech. But these short term obstacles are nothing compared to the long term value of fairness. No one had a head start or unfair advantages. I’m impressed that some teams deployed dapps, tooling, and analytics within hours of the HyperEVM release, a testament to the strength of the builders and community.

Hyperliquid will eventually be the credibly neutral infrastructure that houses all of finance. Looking back, the L1 launch, HYPE genesis, and HyperEVM launch will all be important milestones. Success is path dependent, and there can be no blemishes on the fair trajectory towards the final state.

The HyperEVM is a clean slate. The community is hungry for quality applications. Where else in the world is there such an imbalance between supply and demand for applications built? Fast, general purpose chains are nothing new. But on Hyperliquid, builders can plug into a mature, liquid, and performant onchain economy with real users.

I've noticed a pattern that builders, traders, and communities who "make it" on Hyperliquid are those who call Hyperliquid home. Legacy players don't win just because of their credentials. Newcomers have equal opportunity to win by challenging the status quo and seizing the opportunities. There are empires to be built on the HyperEVM, and the community welcomes builders with open arms.

Hyperliquid

[Hyper Foundation @HyperFND]

The HyperEVM is live. This is a major step toward the vision of housing all finance by bringing general-purpose programmability to Hyperliquid’s performant financial system. The initial mainnet release of the HyperEVM includes:

1. HyperEVM blocks built as part of L1 execution, inheriting all security from HyperBFT consensus.
2. Spot transfers between native spot HYPE and HyperEVM HYPE. As a reminder, HYPE is the native gas token on the HyperEVM.
3. A canonical WHYPE system contract deployed at 0x555...5 for defi applications. The source code can be found at https://t.co/pXmVRNpqov

Effective immediately, the bug bounty program will pay mainnet bounty amounts for reports within the scope of the points above. See https://t.co/KamzgZAYWh for details.

For API and wallet users: the mainnet HyperEVM has chain ID 999. A JSON-RPC server for the mainnet HyperEVM is hosted at https://t.co/BB0W8L4cXp. Node operators and other builders are encouraged to host their own RPC servers.

Tooling and analytics around mainnet HyperEVM may not be polished on day one. However, there are many talented builders working to solve these developer pain points. To help with these efforts, raw HyperEVM block data is streamed realtime to S3 so that running a node is not required to index the HyperEVM. More technical details can be found here: https://t.co/h6GeFo8HIl

General ERC20 native transfers and precompiles will be enabled on a future network upgrade. Any ongoing feedback for these features on testnet is greatly appreciated. While these features are implemented on testnet, the mainnet releases are staggered for minimal disruption to existing users on the L1. The HyperEVM is composable with the L1 state while not affecting the low latency trading experience of existing users.

Thank you to all the builders and users who have shared feedback on testnet so far. It will be exciting to see new applications leveraging and building upon the existing onchain financial system of Hyperliquid.

[Ash @ahboyash]

they said AI was the future

dynamic Tao? yea my portfolio dynamically going down

virtuals? i have virtually nothing left

grass the future of AI? yea thats all i am eating now

near the blockchain for AI? yeah nearing my death bed soon

zerebro? yea its all going to zero bro

[Crypto Michael @MichaelXBT]

The shakeout before the breakout

[Alex Becker 🍊🏆🥇 @ZssBecker]

Again...Bitcoin is an old women at a party with a gun.

If you ignore her to focus on the other hot young alts, she pulls this gun, screams GET FUCKED and proceeds fart loudly while screaming n shooting at everyone in site.

If bitcoin aint fucking..no one is fucking.

Member dat

[Hyper Foundation @HyperFND]

Staking is now live on mainnet.

Staking is an important milestone for Hyperliquid because it allows the diverse community of HYPE stakers to collectively secure the network. Like other proof of stake networks, new blocks on Hyperliquid are proposed by validators in proportion to the HYPE staked to them. Staking is a serious responsibility for the Hyperliquid community.

Users can stake HYPE to a trusted validator and earn staking rewards in HYPE. Users may consider different metrics when choosing which validators to stake to, such as uptime, commission, reputation, and community contributions.

The Hyper Foundation will have a Delegation Program to support high-performing validators and further decentralise the network. More information about the program will be announced. Note that locked tokens may be staked, but their rewards are locked.

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 President-elect Trump scheduled to ring New York Stock Exchange opening bell on Thursday.

[gerg @0xghg]

@wilsonngg DAMNS

[wilnos @wilsonngg]

@0xghg ure fat

[Coinbase 🛡️ @coinbase]

🐸

[CZ 🔶 BNB @cz_binance]

gm