closed my tia long

all about timing the news w market conditions

expect more bullish announcements from many projects

https://fxtwitter.com/0xsisyphus/status/1838356546969080029?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

0xkrishb: Why Build on Hyperliquid?

For a generalized L1 to succeed, it needs to have: Liquidity, distribution, and wealth creation.

> Hyperliquid checks all three boxes improving its odds of success compared to other L1s. It has the biggest lead among all the chains.

Source: https://x.com/0xkrishb/status/1838288409678459119?s=52&t=txFAbiSPTdLLDlAYj9X_AA

happening rn

dith

running along the ai wave, a good pick for smaller ports

QCP: The strong policy action by China is on back of the Fed's 50bps cut, suggesting a continued wave of global easing that will provide strong support to asset prices in the near term. On the options side, front end skew for ETH has shifted from puts to calls, while ETH implied vol is trading 9% higher than BTC, suggesting both upside sentiment and higher expected volatility. — link

idt the market will be as kind as to give people the dip they want

personally feels like lots of sidelined capital/people taking profit hoping to bid lower

the pullback will likely be shallow

if it ain’t then maybe the market is not as strong as i thought after all these macro catalysts

will start bidding spot and longs if we start properly pulling back

one red candle isn’t a pullback 🧌

most bullish case ofc is horizontal accumulation before sending like we’ve seen before earlier in the cycle

#reads sui

https://x.com/emanabio/status/1838597119411929458?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

vibes

took profits off scallop on this pop, nice 2x

popcat a billy without spot listing

up

i like this take on defi #reads

https://x.com/lazyvillager1/status/1838772809776136491?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

think at this point the market has chosen its dispersion winners

just slam into them imo, instead of trying to figure out something new and waiting for market to reprice it

as strength becomes clearer while there are too many assets to choose from, the margin of outperformance will only increase

defi is not cyclical narrative that requires innovations as a spark, but a play on tapering conditions

when yields become attractive again in a tapering environment, inflows happen

tldr eth up soontm

big winners starting to emerge in sui

grand scheme of things still early imo

starting to see bigger clips, apes, and eyes into sui