In my research arc, I find good tokens based on earnings, value capture & dilution. Then I trade them :) Ex-growth @radarblock.
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Joined May 2012
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Rango retweeted
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Rango retweeted
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Rango retweeted
Starting farming funding rates perps on @perpltrade, Mon incentives is a bonus.
-orderbook perps on @monad are still relatively small, thus creating more opportunity for me.
-incentives live, but flow still feels light vs what the product can clear.
-funding rate gap will continue to exist for some time
And I will the bringer of efficient markets here.
Rango retweeted
Sold 100% of my spot $HYPE here at $73.
Not saying it won't go higher. I believe it will be the #1 runner of the next cycle.
And yes, I love the product. But at the end of the day, Vitalik is writing a privacy novel, and I genuinely believe it will onboard the next 100 million users.
You simply cannot compete with narrative-driven literature as a go-to-market strategy.
Fully allocated into $ETH now.
Will DCA back into HYPE around $5-10, or after the book tour, whichever comes first.
Rango retweeted
1/ Last week, Coinbase announced plans to bring USDC to @HyperliquidX under AQAv2, shortly after the launch of HIP-4: permissionless prediction markets.
At Privy, we’ve been working closely across the ecosystem, including @Outcomexyz and @tradexyz.
Here’s why this matters.
Rango retweeted
This year, @tradexyz has put a spotlight on Hyperliquid with TradFi 3 times:
1) Jan: SILVER pump
2) March: Weekend trading for OIL
3) May: CBRS pre-IPO pricing
With the SPCX IPO in June, HL likely makes headlines again, only this time the suits can also buy HYPE via ETFs.
Rango retweeted
One lesson I’ve learned in my short life is that you should not blindly reject opinions or research that run counter to your own.
Even when someone presents a view that goes against your position, it is incredibly foolish to reflexively deny it or dismiss the person making the argument.
Sometimes people ask me, “If you are bullish on X, why do you follow, quote, or pay attention to people who are bearish on X?” But I actually find people who challenge my views on X more interesting — as long as their arguments are reasonable.
Because they help me identify and reduce my own biases. By absorbing those counterarguments, I can become more complete in my thinking.