Why is BERA strong ?

Because people are frontrunning a $BERA DAT

HyperLiquid spot market for $BTC where the whale is selling BTC to buy ETH

With $HYPE you must ignore the FDV so that you don't get FUDed out of your long, but you can't completely forget it to avoid having unrealistic targets

It's a slow coin that is always healthily trending up, which makes it a comfortable asset to hold and trade

"The upcoming bear market is going to be so juicy in terms of short opportunities"

Most coins are always in a bear market, dawg

Great to see this

$STRC

At some point people will understand that this thing has a magnet to $100 and they will be willing to take the arb closer and closer to $100

And then

Flywheel

Do you know what happens to the MSTR preferred shares when the rates get cut and decrease ?

Their yield becomes more interesting, so their price should go up

Which means Saylor can accretively issue more of them to purchase $BTC

It doesn't make any sense to be bullish on BTC and expect rate cuts while also expecting MSTR to collapse.

Each time $SOL taps this trendline, it's a short

Is this time different ?

The bull case is that there is a clear acceleration in the frequency of the trendline hits

I want to short it

I just don't know if it goes for another leg first

$PYTH

In that situation I open a short but if it reaches an invalidation I would close half of it

I don’t think there should be a lot of continuation on this GDP news but who knows. CRO has ran extremely hard after the Trump Media news

$BIO
$NMR
$CRO
$PYTH
$ALU
$ZORA

Each time a coin spikes massively, you should add it to your watchlist for potential shorts

It's obviously not easy to spot when they are exhausted, but gravity does its job at some point

The ETHBTC whale has rotated 37k $BTC into $ETH so far and still holds 47k BTC

Almost halfway through if we expect him to rotate all of his stack, which is not certain at all

Every time $BTC suddenly starts selling off 'sharply' on the 1-minute candle, you can go check if there is volume on the Hyperliquid spot contract to confirm that it's once again the ETHBTC rotating whale

If no ones believes in the "low float crime squeeze" anymore on $WLFI, is longing at $24bn FDV a good r/r ?

Probably not

The funding rate also seems to indicate that the long side is crowded

The $750M in cash that were supposed to be deployed into $WLFI are currently in the pockets of the Trump sons

Unlikely to be used to support the price

I don't think people realize how dangerous it is for a project to buy its own over-inflated vaporware token with cash holdings

Alon understood that btw. Having a larger USD treasury than the market cap of $PUMP was irrelevant. The only dollars that are going into buying back PUMP are the daily fees generated by the protocol, and not the money raised in exchange for PUMP tokens…

I could be wrong obviously, but I don't see a reason to expect Eric Trump to trade dollars for a $23bn token that he's already holding a ton of

The ETH staking yield does not prevent $SBET to trade at a discount to NAV

At the end of the day, a 3% yield simply means "add 3% to the ETH CAGR"

It is NOT revenue, it is NOT cash flows

"ETH is a productive asset" is useful as a marketing gimmick to convince tradfi (or midcurves) that ETH is a superior asset vs BTC

But you should not be drinking the koolaid yourself...

(Unless you have some conviction on ETH vs BTC that does not depend on that staking yield ofc)

DT Marks Defi, LLC is ennoscriptd to 75% of $WLFI net protocol revenues

"Certain other WLF directors and officers, advisors, promoters" are ennoscriptd to 25% of net protocol revenues

Thank you for your attention to this matter!