Forwarded from Zoomer News
Forwarded from The Kobeissi Letter
BREAKING: The S&P 500 officially hits 6,600 for the first time in history, now up +36% since its April 2025 bottom.
This marks one of the best 5-month stock market rallies in US history. https://t.co/m0dpXOIBo4
(@TheKobeissiLetter)
This marks one of the best 5-month stock market rallies in US history. https://t.co/m0dpXOIBo4
(@TheKobeissiLetter)
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Crypto Mumbles
the term late game reminds me of LoL one right swing in the late game can completely turn the tides in your team's favour whatever mistakes you've made thus far can still be recovered with the right moves we have to cherish and play it carefully i'd…
been mostly afk this weekend
but i think people are making too many moves to their demise
shorting a pump, long that, rotate to this ccm, then the next ccm, then some justice coin that dies after a day or two
dont think most of these people are making money tbh
minimise your moves, follow the flows, converge into the spotlight
then just do nothing and wait
price up? trim and wait for pullback
buy low sell high on strong sticky coins
cherish your chips more as time goes by
but i think people are making too many moves to their demise
shorting a pump, long that, rotate to this ccm, then the next ccm, then some justice coin that dies after a day or two
dont think most of these people are making money tbh
minimise your moves, follow the flows, converge into the spotlight
then just do nothing and wait
price up? trim and wait for pullback
buy low sell high on strong sticky coins
cherish your chips more as time goes by
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Forwarded from unfolded. DeFi
Native Markets team wins Hyperliquid USDH stablecoin bid, eyes test phase 'within days' — link | AI comment
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Forwarded from GWei
We cut the payments basket recently as I’m less than bullish on the entire fintech space right now but something I still feel strongly about is that Hyperliquid is the most interesting crypto project from the standpoint of actually being able to value the token. Hyperliquid has made more net income than Nasdaq over the past 12 months, and the nature of the protocol is that upwards of 90% of that is automatically reinvested into the HYPE token. While not “equity”, that’s a straightforward enough dynamic to approach HYPE as genuinely having cash flows. This likely makes it more attractive to tradfi, who have always had issues with underwriting the fact that most crypto token valuations are a pure function of reflexivity and belief.
After looking into both of them, I believe SONN is the most legitimate of the two HYPE Digital Asset Treasuries. Broadly speaking, I think DATs are a bit of a house of cards - but this is different enough in the sense that HYPE is gaining institutional traction but currently only trades on “decentralized exchanges” which traditional hedge funds are either unable or unwilling to transact on. So there is an argument to be made that the premium is rooted in a real kind of access arbitrage.
I think it’s more than worth keeping on your watchlist still.
After looking into both of them, I believe SONN is the most legitimate of the two HYPE Digital Asset Treasuries. Broadly speaking, I think DATs are a bit of a house of cards - but this is different enough in the sense that HYPE is gaining institutional traction but currently only trades on “decentralized exchanges” which traditional hedge funds are either unable or unwilling to transact on. So there is an argument to be made that the premium is rooted in a real kind of access arbitrage.
I think it’s more than worth keeping on your watchlist still.
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