Market Analyst | Head of Research and Investor Content @EnterNMT | Love God, Love Others
Joined June 2023
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Sean Roemer retweeted
I really don't know which lunatic decided that a White kid born in 2005 owes the world an apology for something that happened 300 years ago
Slavery wasn't some White invention. Every civilization did it. Africans sold other Africans. The Arab slave trade ran for over a thousand years and enslaved millions. Nobody talks about that
And guess who actually ended it? The West. Britain banned the trade and literally sent its navy out to hunt down slave ships. That part somehow never makes it into the lecture
Meanwhile, slavery still exists today in parts of Africa and the Middle East. Mauritania only made it a crime in 2007. You will never see the outrage or the protests... Nothing but silence
But in the West, people are told to feel guilty for being born. Criminals get excused because "the system made him do it." Repeat offenders get arrested again and again and walk right back out. The victim gets forgotten and the criminal gets treated like the victim
Seriously, how did it get this bad? The same civilization that built the modern world and ended slavery is now tearing itself apart and calling it morality
You have no reason to feel guilty for things that happened centuries ago. You don't even remember what you ate last week
This isn't compassion, it's insanity
This is literally civilizational suicide
Sean Roemer retweeted
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.
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].
Sean Roemer retweeted
After a year of intense daily bipartisan negotiations, this bill is ready. Here is the final text. President Trump voluntarily agreed to new ethics provisions holding every federally elected official, judge, and their spouses to some of the toughest ethics restrictions in U.S. history. This new text includes more than 120 of Democrats' demands. A no vote on Tuesday means opposing real ethics reforms on politicians' personal investments, handing American leadership in digital assets to our foreign competitors, and leaving Americans with zero protections in the digital asset markets. Democrats got what they wanted; now they need to take yes for an answer. Here's the latest: lummis.senate.gov/press-rele…
Sean Roemer retweeted
BREAKING: Nvidia, $NVDA, CEO Jensen Huang says Artificial General Intelligence (AGI) has arrived.
Sean Roemer retweeted
Robinhood Chain experienced no downtime.
Earlier today, Robinhood Chain experienced batch posting delays due to L1 market blob behavior. Direct user transactions experienced no delays.
Some infrastructure providers that rely on Robinhood Chain’s data stream experienced a brief performance impact due to a high number of feed subscribers.
Robinhood Chain remains operational.
Sean Roemer retweeted
Interesting correlation between USDT.D and bitcoin:native right now.
So far, we’ve followed the 2022 structure almost identically. But at some point, there’s a good chance that correlation breaks and we do something different.
If we continue following 2022 for now, the path is fairly simple:
BTC enters an upper range and chops.
USDT.D fails to sweep its highs, instead forming a lower high before eventually rotating back towards its current support.
That support is the key level.
If USDT.D respects it, expect more chop and consolidation from BTC.
If USDT.D breaks it with significant weakness, that could be the trigger for BTC’s major expansion towards new ATHs.
So the current USDT.D low is definitely an area worth paying close attention to.
I don’t expect it to break immediately. A period of ranging and consolidation makes far more sense first.
But when that support eventually gives way, that’s when its truly up only.
Sean Roemer retweeted
Very cool announcement from Ethena:
Ethena will start doing funding rate arbitrage for equity perps, which is expected to boost sUSDe yield a lot.
In the past 3 months, the avg. equity perps funding was between 9.6% and 19.7%.
In comparison, the current sUSDe APY is just 4.7%.
Extending USDe backing: basis on equity perpetuals.
Equity perpetuals now carry nearly >$6bn of open interest across 200 contracts on the same venues Ethena already executes, growing >10x since March.
Funding rates on equity perpetuals have paid 15-20% on average, >5x the Bitcoin funding rates in 2026, with near-zero correlation to crypto funding.
The underlying asset base is >$150 trillion compared to ~$2.5 trillion of crypto, making this the most scalable extension of the basis allocation to date. We expect RWA perpetuals to eclipse crypto allocations in USDe's backing within 12-24 months.
Safe implementation of the equity basis trade at large size requires the exact infrastructure Ethena has already operated at scale with 0bps of impairment on over $30b of mint and redeem flow for >2.5 years: precise delta-neutral execution at scale, secure off-exchange custody & settlement, and institutional-grade security practices.
The first partner exchange announcements and deployments will begin over the course of the next few weeks.
Details in the link below:
Sean Roemer retweeted
🚨BREAKING: X to enable trade buttons to BUY and SELL crypto directly from the timeline.
Nikita Bier confirms X will soon add native crypto trading buttons, potentially turning every post into a direct gateway to on-platform crypto trading.
500M+ X users will soon be able to trade crypto directly from their timelines.
Sean Roemer retweeted
🇯🇵 Japan officially moves to put its $8 TRILLION government bond market on blockchain.
The Financial Services Agency, Ministry of Finance, Bank of Japan, and the country's three megabanks are building a system for INSTANT 24/7 settlement of stocks and government bonds, per Nikkei.
JPMorgan and BlackRock Japan are already testing rival blockchain settlement systems for the same market.
This comes weeks after Japan ended its 4-year crypto freeze and moved to treat digital assets as financial products.
Sean Roemer retweeted
Bitcoin has officially reclaimed the title of the best-performing asset over the past decade, surpassing NVDA.
Sean Roemer retweeted
Two take-aways from the Warsh press conference:
1) Warsh exudes both competence and reasonableness. Everyone should feel good with him at the helm.
2) This is a more modest Fed. We've been trained over the past 15 years to think the Fed is the most important actor in the market. It's obviously still important, but I don't think it's going to jerk markets around like it has in the past. It will let the market lead.
Sean Roemer retweeted
Spent my morning reading this recent speech from @SecScottBessent. It lays out a new and defining vision for America's role in the economy for the next 100 years. @elerianm calls it a "remarkably important speech."
Bessent organizes his vision around five principles. Principle 3 is, "America will write the rules of the next economy." He gives one example of what this means:
"Digital assets, stablecoins, tokenization, and new payment systems will help to shape the future of money. The United States should not consign itself to the sidelines while that future is built elsewhere."
If you've wondered how committed Washington is to making crypto succeed in the US, that tells you something.
Sean Roemer retweeted
LlamaSwap makes these losses impossible
We literally dont allow you to even make a trade where you'll get rekt like that, the buttons are disabled
HE SWAPPED $2 MILLION OF ETH FOR LIT - AND LOST IT ALL
Trader 0xfF8 withdrew $2M of ETH from Binance, then swapped his entire stack to LIT. He received $14.1K of LIT.
He lost 99% of his funds because the 0x router sent his order through a low liquidity AVAIL pool. Titan Builder’s MEV bot backran his trade and profited $2M.
Sean Roemer retweeted
We're opening the waitlist for our Monetization Gateway, which will allow you to charge for any web page, dataset, API, or MCP tool behind Cloudflare. The charges will settle in stablecoins over the x402 open protocol. cfl.re/4eUFdt6
Sean Roemer retweeted
I did not always believe in the four year cycle for Bitcoin.
I used to think it was silly, and that the market had to be more complicated than that.
But then the market proved me wrong. So I admitted I was wrong, learned from my mistakes, and became a better investor.
This cycle, a lot of new Bitcoiners faded the four year cycle and relentlessly mocked anyone calling for the bear market. For many of them, instead of recognizing they were wrong, they continue to laugh at anyone willing to discuss the simplicity of the four year cycle.
They are likely doomed to repeat the same mistakes in the future, since their ego gets in the way of them being able to admit that they were wrong.
Sean Roemer retweeted
$BTC
How do you know when an asset is actually cheap, not just down?
You map where it has been cheap before. Its own history, drawn as a corridor.
Significant lows tend to form where price breaks below the lower boundary of that corridor. The rare push into deep discount, where sellers run out.
We built the MCO Corridor to draw that zone for any asset. Support, fair value, premium, all from the asset's own history.
#Bitcoin
