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The main narrative problem with crypto right now is that it pumps when hyperinflation fears are strongest.
AI being a mega trend is pushing global narrative into the opposite direction since it’s narrative is all about deflation.
So AI is taking all the teeth out of crypto.
once a day i think about how quantum physics assumes true randomness exists and get super angry.
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everyone switching their stories with the political wind has me thinking spines are pretty rare these days.
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while society splits into new tribes, can we please not do a woman tribe and a man tribe. i liked that whole sex and love thing.
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Soulgear retweeted
people keep asking me if the target is 1b, i am genuinely not joking when i say the target is trillions, the most popular meme of all time hit 100b on 3-5M holders, i believe we can eclipse that, then once the network materializes & there is serious utility for being a token holder as an index on memes & the creator economy writ large is how we reach 1T longterm, there have been ai stocks who hit hockey stick growth & shot from 100b to 1T in one year, the sidelined capital is there & the creator economy narrative is real, same way that defi was real when eth went to 600b from 12b in one cycle, nobody's targets are high enough
i dont know my friends, i just have a hard time beeing bearish here. but only long hype and zec/zcat
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Soulgear 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
if zcat pulls a wif we will start looking less at the meme itself and more at the team behind it. kind of like a marketing competition.
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Seeing real world events with your own eyes opens them to the fact how incredibly fucked up and hysteric online discourse has become.
The QTs illustrate how group think happens. Pascal is extremely right-wing (he worked on the Zemmour campaign and his mother is a RN MP) but when he tries to correct his own side, he gets massively ratio'd on the assumption that only the enemy would challenge the narrative.
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Once cobie gets jealous of your success you better run and sell.
Leopold Aschenbrenner might genuinely be the unluckiest motherfucker alive.
After getting absolutely destroyed in July and being forced to liquidate much of his AI portfolio, he reportedly came back swinging in early September, buying hundreds of millions of dollars worth of options premium.
Look at how those stocks have performed since September 8:
$CRWV: -37.4%
$SKHY: -25.8%
$SNDK: -23.8%
$DRAM: -22.9%
$BE: -18.1%
$INTC: -9.4%
$AMD: +9.1%
Six out of seven are underwater, with an average decline of roughly 18.6%.
And remember, we're talking about someone who reportedly rebuilt exposure through leveraged options, not just common shares.
Imagine surviving a massive forced liquidation, watching your favorite stocks recover, deciding it's finally safe to get back in, and then getting hit by ANOTHER brutal selloff barely a month later.
The worst part about options is that you can be absolutely right about the long-term AI infrastructure thesis and still lose a fortune because your timing was wrong.
I genuinely feel for the guy.
The market has absolutely no mercy.
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