if it plays out its one of my best trades this cycle if it doesnt play out ill make it back onchain at some point and take a vacation

binance premarket opens in 20 ish mins so im expecting some kind of mass extinction event candle which would be where ill look to add more

105m volume on binance. 108m volume on hyperliquid. 28m vol on bybit. 52.5m open interest on hl and about 20m oi on binance

hyperliquid will be the place for people with no kyc to trade this and i think it will lead in price discovery. funding down to a level that isnt dogshit. down a little bit on the position but liquidation point is really low so i'm still adding for now. hit some limit longs over night.

was reserving sharing my opinion on all of this for the last week ish bc i thought it was edge but sentiment in group chats + twitter tells me everyone still doesnt want to buy the coin so it's not like i'll be changing anybodys mind or diluting myself in any way my account's way too small.

personally still think people are overthinking this.

this is the only thing people have talked about. even when talking about other stuff it's been referenced in comparison to pump fun/pump tge. i think during a cycle where mindshare has been king fading the one thing at the top of everybody's thoughts is a mistake. you can't discount that liquidity conditions are different than they used to be etc but we also have btc a hair away from ath, eth/btc looking horny (lol, finally), eth showing strength and outperformance, and tradfi infinite bid. markets are wanting to go up, even if we are currently in a kind of limbo range.

there is a world where we get a trigger for everything to dump and the tge goes like shit, but there is also a world where btc god candles into price discovery and everything rips, with this potentially being one of the greatest beneficiaries of that market wide rip

ive had quite a few people ask me how they should play this and i think 1. dont borrow someone else's conviction, you have to see the vision with the trade and 2. like with anything else don't work with more than you can potentially lose on it. but ask yourself if you think this will be an opportunity that you'd be okay missing, or do you still want exposure even on the chance that it goes to zero?

regardless of how this shakes out i am optimistic that whatever the airdrop looks like we'll get a good week or two of coins afterwards, simply because no matter how large or little the airdrop is a lot of people that most likely have been zeroed out will have some money that they want to try to flip again. if you don't want to be involved with PUMP it's probably a good time to prepare for a mini onchain mania

i dont think it 10xs but i think if it went to zero it would be an anomaly

you guys are probably tired of me talking about it already but ive been banging my head against the wall trying to figure out why im one of the few people i know thats bullish on it short term

gonna reopen comments

never gonna dm any of you never gonna ask for money will close comments if people post scam links cause i cba to moderate that

test

happy btc ath btw

FED'S WALLER: RETIERATES CASE FOR WHY JULY RATE CUT COULD HAPPEN, SAYS AN EASING WOULD NOT BE POLITICAL

the fed will play ball and they just pump the stock market + btc for the rest of the year probably. i think q4 will be apeshit this year

Good apeshit imo. Just going to get wacky. This summer has played out pretty similarly to last summer, I think Q4 will play out pretty similarly to last Q4 as well. IF the cycle ends it will likely be in Q4 as well so blow off top vibe.

However if cycles are dead, I'm of the opinion that we just follow tradfi and bitcoin specifically trades on seasonality that follows institutional money. Q4s are very good, summers are slow, with various pockets of outperformance throughout the year. Probably just keeps going like this until the AI bubble pops. The AI bubble won't pop until there stops being innovation and the technology hits a ceiling.

I don't think that happens for at least a year or two after talking to my very smart friends who work with AI every day or work in the industry

COINBASE PERP: Coinbase Perp will list pumpdotfun (PUMP)

tokabu

ball tingle

$1500 of open interest and people said coinbase perps were going to eat hyperliquid's lunch. ok man

According to SoSoValue data, Bitcoin spot ETFs experienced a total net inflow of $1.18 billion on July 10, 2025, marking the 6th consecutive days of net inflows.
BlackRock IBIT: +$448.49 million;
Fidelity FBTC: +$324.34 million;
Ark & 21Shares ARKB: +$268.70 million;
Grayscale BTC: +$81.87 million;
Bitwise BITB: +$77.15 million;
VanEck HODL: +$15.24 million;
Valkyrie BRRR: +$3.21 million;
Grayscale GBTC: -$40.17 million;
Current total net asset value of BTC spot ETFs at $143.86 billion, accounting for 6.37% of the total market value of Bitcoin.

my limits lower never filled so i just added throughout the day yesterday whenever i was at the desk. presale in about 24h. bitcoin moving crazy. might be a fun weekend.