I believe the Hyperliquid ecosystem presents an asymmetric opportunity for the rest of the cycle and will be intentionally spending more time understanding what all is going on there

Six mode: correct thesis with no execution

building farcaster | surfing @ venice, ca | eating @ gjusta / gjelina | “lucky me, lucky mud” 🤠

Why haven’t you taken profit on the 100K position on the network state?

0xdd980cb9eBd719C0E1898B1a93c560A003240A36

there is ~zero chatter on twitter about it yet so feels like a lot more room to run. am ok with round tripping a bit of upnl to the downside for what i feel the potential upside case is if/once it becomes a consensus runner on CT. too many important people would benefit from this running (balaji, zora, base/CB) for them to not try to push this. also everyone's offline and not paying much attention on memorial day (which temporarily suppresses ppl buy pressure imo) so i see a scenario where it becomes a much bigger story this week.