007 retweeted
Imagine being CZ for a sec
You are an old convicted felon
Your wife is not getting any younger
You're the most hated person in the industry
Your exchange keeps losing market share to this new competitor that came out of nowhere
Hyperliquid?
The founder is younger, smarter, more handsome
You're confident your wife has thought about him more than once, in what manner? who can say
And to make it even worse, he used to work for you
This "Hyperliquid" competitor keeps gaining marketshare and attention
Very good attention
24/7 trading? leader of onchain perps? CFTC license to trade in the United States?
What the fuck
Trump goes on national TV and starts saying "Hyperliquid"
ICE partners up with TradeXYZ?
Stanley Druckenmiller creates an X account just to shill Hyperliquid?
Elon Musk joins in???
HYPE starts climbing up to $100
什么鬼!!!
It's time to do what you do best
Liquidate the market again and blame it on a "hack"
The root cause? Simple, no one will question it
Just say our DevOps engineer left their laptop open in a Luckin Coffee shop
Explosive diarrhea from uncooked shrimp wontons
Everyone can relate
We could risk $6B in a "hack" to make it look real
Coordinate with Tether and Circle to freeze most of it
User recovery funds handles the rest!
Entire market starts nuking and HYPE falls from $97 to $90
CZ and Binance will do everything possible to stop Hyperliquid from growing and shift attention back to them
Remember 10/10 happened because Hyperliquid hit open interest all time highs and Aster completely failed
Closed my $PAID position. I knew @frankdegods would pump it.
That said I think $PAID is the dumbest meta of the last few months. It’s literally the K-shaped economy defined: find some rich celebrity/KOL, convince them to support and then everyone piles in to get the scraps.
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Well said mushroom-2:native
Very misunderstood token
this is categorically wrong and i am seeing a lot of similar misunderstandings so i will try my hand at clearing the air
AI/NVDA having deep liquidity has nothing to do with the success of SHROOM, these launchpads like LONG and PONS only continue to create even more liquidity fragmentation which is exactly where SHROOM thrives, i.e. SHROOM will grow more routes to monetize and compound on as more launches happen on LONG, etc.
it's like saying that one really big parking garage makes roads irrelevant
the base case for SHROOM is that it continues to grow as the market maker across tokenized equities, compounding fees (1) back into LP depth and (2) into SHROOM buybacks, targeting volatility (monetizing arb opportunities) + cross-asset flows (including inserting themselves into fomo paths which they are actively prioritizing)... you are longing tokenized equities flows vs. just TVL growth in one specific pair (AI/NVDA)
the real bull cases comes into play when you consider things like the longtail of stock tokens outside of the top ~10 that are underserviced (20% slippage on a $1,000 trade) which SHROOM will continue to expand and compound into, with the moonshot kicker being true adoption of direct cross-equity flows
anyways this continues to be one of the more interesting defi experiments of this cycle and i'm keen to see how tokenized equities further evolve through this meta
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007 retweeted
this is categorically wrong and i am seeing a lot of similar misunderstandings so i will try my hand at clearing the air
AI/NVDA having deep liquidity has nothing to do with the success of SHROOM, these launchpads like LONG and PONS only continue to create even more liquidity fragmentation which is exactly where SHROOM thrives, i.e. SHROOM will grow more routes to monetize and compound on as more launches happen on LONG, etc.
it's like saying that one really big parking garage makes roads irrelevant
the base case for SHROOM is that it continues to grow as the market maker across tokenized equities, compounding fees (1) back into LP depth and (2) into SHROOM buybacks, targeting volatility (monetizing arb opportunities) + cross-asset flows (including inserting themselves into fomo paths which they are actively prioritizing)... you are longing tokenized equities flows vs. just TVL growth in one specific pair (AI/NVDA)
the real bull cases comes into play when you consider things like the longtail of stock tokens outside of the top ~10 that are underserviced (20% slippage on a $1,000 trade) which SHROOM will continue to expand and compound into, with the moonshot kicker being true adoption of direct cross-equity flows
anyways this continues to be one of the more interesting defi experiments of this cycle and i'm keen to see how tokenized equities further evolve through this meta
Pretty easy barbell strategy for the next 30-60 days: enter $AI, $PONS, $ZCAT, $Boner, $Shroom with size (i am missing a few of course). These are established, have dipped and aren’t going anywhere.
Then sprinkle in some higher risk like $ZZZ, $Swole, $Nasduck , $AA - low cost memes that could go parabolic for different reasons.
Keep some dry powder for new pairs.
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I either misunderstand mushroom-2:native and am about to get Rekt, or I’m right and this is a generational entry for those that didn’t catch it super early.
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I’ve seen enough - just bought 2 Destined Rivals booster bundles and 3 cases of ETBs..
It’s one of the top 3 sets of the past few years.
Scalpers are panicking and unloading them, driving down price + potential reprints
It could go lower but I got a good deal buying bulk.
Pokemon is basically memecoins. When everyone is saying a product is dead, it’s time to buy. Worked with 151, will work with DR. And perhaps Ascended Heroes in the near future (but maybe not - it’s even better than DR).
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It’s very clear to me that solana:oreoU2P8bN6jkk3jbaiVxYnG1dCXcYxwhwyK9jSybcp is one of the surest 25x plus bets in crypto right now.
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For the #Guardians it’s really not that complicated. You have shown time and time again you can develop pitching.
You have until at least 2030 until Gavin Williams, Parker Messick, Tanner Bibee and Joey Cantillo are free agents.
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In conclusion a lineup of:
Kwan LF
Arraez 1B
JRam 3B
CDL RF/DH
Bazzana 2B
Bleday RF/DH
Rocchio SS
Bailey/Hedges C
Angel CF
Is good enough to win us the division and compete in the playoffs
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