LOVE helping people grow wealth! Portfolio Builder // Rebel Dividends // DeFi Income Corp // @Ensembleio @ripdotxyz
Florida, USA
Joined May 2022
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**MUST KNOW DATA FOR EVERY US CITIZEN**
This summer, I spent about 20-30 hours studying how much USD the US Gov prints each year on average and the numbers absolutely SHOCKED ME.
I feel like 99.% of Investors are clueless of what I learned this week.
I had no idea the Gov printed 6.5% new dollars (USD) each year on average since 1960!
Couple that with 18% real inflation since 2020 and you had to make 24.5% a year to beat the Gov system..
I guess, once you lay it out like that, you can see why everything has doubled in price in 4 years! This is why you have to use leverage in equities and or have Bitcoin in your portfolio to truly beat the GOV systematic inflation.
$BTC $TQQQ $TECL $SOXL $IBIT $FBTC - This is how you outperform.
Congratulations to @KimiAntonelli!
Incredibly impressive, looking forward to many more records!
DeanOG retweeted
Chip stocks about to roar 🦁?
Semiconductors are a perfect 8-for-8 since 1994 from October's close of MTE year to June of following year, with a median GAIN of +22%.
Possible bear 🐻 trap after brief median dip -3%.
Betting on 1st loss ever is a low probability outcome, folks!
$SMH $SOXX $SPX $QQQ $NDX $NVDA $MU $AMD $MRVL $SKHY $XLK $COMPQ $SPY h/t @AlmanacTrader @SPYJared (Almanac 2027 is a must BUY)
$SOXL just dropped 24.7% in a single day — one of only 8 times it’s fallen ≥24% since 2010.
Historical averages after those days:
• +30% in ~1 month
• +92% in ~3 months
• +189% in ~6 months
• +512% in ~12 months
• +453% in ~24 months (4 completed cases)
We’re also 74% off the June 2026 peak ($301 → $77).
Last major bottoms after ≥75–90% peak-to-trough drawdowns:
• March 2020 COVID low: +815% over 24 months
• Oct 2022 low: +408% over 24 months
• April 2025 low: already +826% in 12 months
Chip sector remains the core of the AI buildout. These leveraged products are violent (daily reset is brutal in chop), but extreme single-day drops and deep peak-to-trough drawdowns have historically been followed by powerful multi-year recoveries when the cycle turns.
Not advice — just the data.
DeanOG retweeted
“Bag holder” is a courtesy reference to airline barf bags, for people who can’t handle turbulence on the downside.
Today is a good reminder
DeanOG retweeted
Growing up in the United States, NYSE was synonymous with the story of American capitalism. I vividly remember learning about the Buttonwood agreement in 9th grade history class. 24 stockbrokers met under a tree on Wall Street and formed the beginning of what would become the world's financial center. From pits to computers to now onchain markets, America has always led the way in innovating markets to improve price discovery and capital formation. Today the next chapter begins with ICE, trade[XYZ], and Hyperliquid.
ICE started as an electricity-trading platform in 2000, growing to acquire NYSE itself in only 13 years. It is a key infrastructure provider of America’s energy, bond, and mortgage markets. ICE is a rare story of exponential growth of a financial giant over decades, continually embracing innovation and technology.
trade[XYZ] was the first HIP-3 deployer and responsible for spearheading the flourishing global RWA perpetual market today. Only a year ago, trade[XYZ] launched its first RWA perpetual markets. They took a bet on HIP-3, which had just launched after months of tireless development. Having followed their journey from day 1, I cannot overstate how much Shoku and the team have poured into growing these markets to a genuine source of price discovery for the most important assets in the world.
Over the past three years, Hyperliquid has pioneered onchain infrastructure to house all of finance. Hyperliquid is nothing without its world-class builders. I am honored that trade[XYZ] and ICE have chosen to build on Hyperliquid to bring perpetual contracts to America.
When I first spoke to Jeff Sprecher around a year ago, he asked what success looks like to me. I thought for some time and joked that it would be seeing ICE building on Hyperliquid's technology. I could never have predicted the progress that we've made as a community in a single year to make this come true. Excited to see what we can build together next.
Intercontinental Exchange (ICE) and trade[XYZ] have announced their plan to use Hyperliquid as the infrastructure layer to deploy perpetual futures markets for US traders across crypto, equities, commodities, foreign exchange, and other real-world assets, subject to regulatory approvals. ICE operates NYSE and some of the largest exchanges and clearing houses globally.
In this structure:
+ Hyperliquid serves as the underlying technology infrastructure via HIP-3*
+ trade[XYZ] designs and implements the markets
+ ICE operates the regulated market and clearing structure
Existing trade[XYZ] HIP-3 markets will remain unchanged.
Hyperliquid is a neutral infrastructure layer with the goal of supporting large parts of the financial system. As with HIP-3, HIP-3* deployers are independent operators who use Hyperliquid as the onchain infrastructure layer for their own markets, while retaining control and responsibility over their deployment.
More of these type of announcements to come.
Hyperliquid is truly becoming the house of all finance that never turns off or takes a break.
trade[XYZ] and ICE, owner of the New York Stock Exchange, are joining forces to bring 24/7 perpetual futures on Hyperliquid to the United States.
In just over a year, our markets on Hyperliquid have surpassed $650 billion in volume. They provide continuous price discovery for stocks, indices, and commodities, and have become trusted reference points for retail and institutions alike when traditional markets are closed. Much of the world trades them. Until now, Americans could only watch.
We intend to change that. Subject to CFTC approval, trade[XYZ] and ICE plan to establish a new, dedicated U.S. market, with novel exchange and clearing infrastructure built on Hyperliquid. Planned contracts span equities, indices, commodities, FX, and crypto, with access through participating brokers and platforms. We’ll share more on products, eligibility, and timing as approvals progress.
ICE brings more than 25 years of experience operating regulated markets, clearing, and managing risk. trade[XYZ] brings the product development, market design, and technology behind the most liquid and robust markets on Hyperliquid.
Innovation and the protections of U.S. regulation shouldn’t be a trade-off. Together, we plan to prove it.
ICE is making a strategic investment in trade[XYZ] and joins us in building towards the future of Hyperliquid. A small group of market luminaries is joining as well, beginning with Stan Druckenmiller. For more than four decades, few investors have anticipated the great turns in markets as often as Stan. We’re proud to have him with us for the next one.
We’re building the U.S. market in parallel with our existing HIP-3 markets, which we’ll continue to expand and innovate on. We expect both to flourish. They each have a long road map ahead, from new asset classes to new ways to trade them.
To the Hyperliquid community, whether you were here before us or came because of us, thank you. You took a chance on new markets and you made them matter. You’ll forever be a part of this story.
Anything. Anytime. On ICE[XYZ].
Big news for $HYPE!
The house of all finance is taking steps, every week and getting closer to opening up the largest financial market in the world.
Payward, the parent company of Kraken, announced its intention to be the first CFTC-regulated deployer on HIP-3* markets. Payward will use Hyperliquid as the infrastructure layer to deploy perpetual futures markets for US clients. Subject to regulatory approval, Bitnomial, Payward’s CFTC-regulated DCM and DCO, would act as the HIP-3* deployer: creating, owning, and administering the markets and clearing and settling the contracts. If approved, NinjaTrader Clearing, Payward’s CFTC-registered FCM, would carry client accounts.
HIP-3 will support optional deployer configuration for permissioned markets in a future network upgrade. This set of additional deployer functionality is collectively called HIP-3*. At its core, HIP-3* activation involves an onchain allowlist managed by the deployer or its sub-deployers. The functionality is strictly additive to HIP-3; its use is optional and up to the deployer. Existing markets remain unchanged. The initial release is available on testnet, where specifications are preliminary and subject to change based on feedback.
Hyperliquid is a neutral infrastructure layer with the goal of supporting large parts of the financial system. HIP-3* gives deployers additional functionality to operate deployments consistent with the requirements applicable to them. As with HIP-3, HIP-3* deployers are independent operators who use Hyperliquid as the onchain infrastructure layer for their own markets, while retaining control and responsibility over their deployment.
DeanOG retweeted
Continued historic flows into cash.
Yes, you can finally get something for cash, but this feels extreme.
Past surges have been opportunities. Is this time different?
Nice one from @MacroCharts in his must read report today.
🚨🚨 $SPCX Q3. 🚨🚨
Q4 capex guided to $35-40B — nearly double Q3 (~$19.6B) and roughly double prior Street expectations of ~$18-19B.
Elon: incremental ~10 GW of compute in 2027 on top of 2.5-3 GW by YE26. “Surprised if we bring on less than 13 GW by end of next year.” New deployments are generating a payback of less than a year at pricing slightly above the high end of the $30-50/watt range.
At ~$30-40B per GW that implies $300-400B+ of 2027 capex potential from SpaceX alone — versus prior sell-side estimates around ~$165B.
AI demand continues to blow out expectations to the upside. And the <1-year payback on new compute spend directly addresses the market’s biggest worry right now on ROI timelines.
Each GW of AI compute translates into ~$30-40B of total infrastructure spend, with the bulk (GPUs, HBM, networking, packaging, equipment) flowing to semiconductors. Nvidia has said its content per GW has moved to ~$40B+. For $SOXX (broad exposure across NVDA, AMD, AVGO, MU, etc.), every incremental GW is tens of billions of high-margin chip + equipment demand — and the Street is still catching up to the scale of the buildout.
Still compute-constrained. Still accelerating.
If you don't own semiconductors and the rest of AI infrastructure, you just got a huge discount & confirmation of demand at the same time. If you're holding cash on hand and have been looking for an entry window, here it is!
$SMH $NVDA $MU $BE $SMCI $SKHY
You would think from price action there might be some type of drastic slowdown in AI. ($SMH $SOXX $NVDA etc)
However, markets can remain irrational longer than most humans can stay solvent. You're only job is to stay solvent at this time. Or perhaps add to incredibly discounted prices.
Always rember, #DIPSareGIFTS when you have great assets + unstoppable technology shifts.
Price will follow the data below soon. I think $META reports blow out revenue from their MUSE agentic software on Wednesday and rasies DataCenter spending for 2027.
This should get the AI infra theme moving hard to the upside again You would think from price action there might be some type of drastic slowdown in AI.
DeanOG retweeted
JUST IN: PumpFun launches crypto perpetual futures trading powered by Hyperliquid $HYPE.