Hyperliquid flipped Solana by FDV last week (not market cap but still insane). For the first time in a while, crypto has a proper good vibes / cult + strong fundamentals trade. Few catalysts which are (partly) responsible for HYPE ATH: - 21Shares launched THYP on Nasdaq - Bitwise launched BHYP on NYSE - ETF volume up only - SpaceX pre-IPO perps went live on Hyperliquid (via Trade xyz) - wallets linked by on-chain trackers to Grayscale / Galaxy / a16z started buying - Usage: ~$5B+ daily perp volume, ~$7B open interest, ~$2.5M daily fees + token buybacks Don't gamble. Own casino. Hyperliquid.
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Leopold is probably the funniest AI bull market character right now. his latest 13F: short: Nvidia, AMD, Broadcom, ASML, Intel, semis ETF long: power, data centers, CoreWeave, Bloom, memory which makes sense if you think the GPU trade is now crowded & power will be a bigger bottleneck for AI. but having a $1B+ Nvidia short open here is still absolutely insane behavior. what a chad.
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one thing (crypto) startups can learn from Nike is the art of storytelling. not in marketing (it’s obvious lol). but in company strategy. at Nike (at least when I was there) every seasonal strategy was packaged as a story. epic keynote which was easy to understand & remember. motivating enough to make you feel like you were changing the world through sports (but you were just selling shoes lol). sounds fluffy until you realise how useful it is. a good story makes your strategy portable. investors can repeat it. users can explain it. the team can make decisions without asking for directions. you might have the best game plan in the world, but if your team cannot explain it in one clean sentence, you are cooked.
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