偷偷炒币的巴菲特

The Powell era Fed provided the market with a roadmap.

The Walsh era Fed has outright canceled this "navigation system".

Kevin Walsh's first speech at the FOMC was straightforward:

Inflation is still too high, the 2% target remains unchanged, and the Fed won't preannounce its next moves.

This is a major policy shift.

Under Powell's leadership, the market got used to looking for various clues: dot plots, guidance, changes in wording, dovish pivots, and hawkish pivots.

Under Walsh's leadership, the information is completely different:

Don't expect the Fed to stick to the script anymore.

He also made it clear that the Fed wants to correct the inflation missteps of the past five years. This isn’t dovish talk; it’s the Fed chair telling the market that the past "safety net" is no longer there.

What does this mean?

Higher market volatility.

The outlook for rate cuts is more uncertain.

Assets with overpriced liquidity are facing greater pressure: AI, semiconductors, high-multiplier tech stocks, cryptocurrencies, and high-leverage trades.

The Fed's policy hasn't lost its effectiveness.

But it's not picking up the phone at the first ring like it used to.

For traders, the rules are simple:

Don’t trade based on your expectations of the Fed’s next speech.

Trade inflation, yields, and price movements.

Walsh isn’t trying to guide the market.

He’s forcing the market to price risk on its own without adult supervision.#美联储四度维持利率不变 #币圈巴菲特

AI traders are no longer just talk; they're actually placing orders now.

Wallet V just launched a public leaderboard tracking 688 AI trading bots operating on the Hyperliquid$HYPE and $ASTER platforms.

This marks the shift of AI from chatbots to actual fund deployment—real wallets, real trades, real profits and losses, and public rankings.

The opportunity is clear:

AI bots need liquidity markets operating around the clock.

They need speed.

They need plenty of trading volume.

They need low-cost execution.

They need platforms that can test strategies in real time.

This directly points to on-chain trading platforms.

The first platforms to watch are $HYPE and $ASTER .

If AI bots become a new class of trading users, the exchanges that can capture this order flow will come out on top.

More bots → more trading volume.

More trading volume → more fees.

Higher fees → stronger tokenomics.

For $HYPE , this directly impacts its revenue and buyback strategies.

For ASTER, this brings a clearer perspective of AI + decentralized exchanges to the market.

Most people are still hunting for the next "influencer"—the internet sensation, but the next big KOL might not have a human face. #HYPE #ASTER #币圈巴菲特

Is Arthur Hayes about to re-enter with $HYPE coins? But the market may not give him cozy entry points anymore!

Timeline:

Early 2026: Hayes publicly outlines his investment thesis on HYPE, including revenue, stock buybacks, and a target price of $150.

May 22: He calls HYPE, $ZEC , and $NEAR his "holy trinity."

June 4: He sold 247,334 shares of HYPE, worth about $18 million, and exited the HYPE/NEAR pair.

June 9: His pessimistic "reality check" macroeconomic theory became an excuse for the market to avoid risk.

Now: HYPE remains strong, with a roughly 12.6% rise in the last 24 hours, while Bitcoin is up about 4%.

Thus, the market tells us a simple truth: even though major KOL Hayes has dumped it, as long as Bitcoin rebounds, HYPE's performance continues to outshine Bitcoin, and that's enough proof of something!

Recent bullish news keeps coming:

Three HYPE ETF channels are now live.

The HYPE ETF raised about $161 million in a month.

Both Coinbase and Circle have staked HYPE under the AQAv2 framework.

Hyperliquid's trading performance remains strong, showcasing real profitability, not just another altcoin.

Therefore, if Hayes re-enters, it won't just be another whale buy; it'll be a narrative reversal.

Those who sold off due to macro risks are now acknowledging HYPE's unique advantages can't be ignored, which might make hesitant buyers question the same:

"What if my position is too small?" If this happens, and ETF funds continue to flow in while BTC prices remain stable, then hitting the $100 target price in the short term becomes possible.
#hype #币圈巴菲特

A lot of folks are asking the same question:

"Should I buy in when Bitcoin hits $60k, or wait for $50k?"

That’s not the right question; a better one is:

If Bitcoin breaks $150k in the next cycle, will that $10k difference even matter?

Most traders try to nail the perfect entry, only to miss out on the big moves.

They wait for $50k.

Then they wait for $45k.

Then the market bounces back.

Then they wait for a dip.

In the end, they end up buying at worse prices.

That’s why I’m all about dollar-cost averaging.

Not because I know the exact bottom, but because I understand that liquidity cycles matter way more than perfect entry points.

Right now, Bitcoin is still wrestling with macro pressures, ETF fund flows, and uncertainty from the Fed. If inflation stays high, we might see another round of dips, but if interest rates drop, liquidity eases, and the market won’t wait for everyone to feel comfy before making a move.

In a bull market, your entry price seems crucial, but looking back, your position size is what really counts. #BTC #币圈巴菲特

Elon created 4,400 millionaires in a single day.

Of those, 400 now have a net worth of over $100 million.

These folks aren’t VCs. They’re SpaceX employees, including welders, technicians, and cafeteria staff, because for the past two decades, the company has been compensating every tier of employees with equity instead of higher salaries.

Juan Hernandez immigrated from Mexico and took a contractor welding job in 2015 at $28 an hour. He said he didn’t even know what SpaceX was. The company granted him $10,000 in equity and allowed him to purchase more shares via payroll deductions. That equity is now worth $880,000.

Trevor Hayes's parents wanted him to land a stable gig at General Electric. He chose SpaceX, stayed for 12 years, and racked up over 100,000 shares. At the IPO price of $135, that’s $13.5 million. He’s 37 and already semi-retired. He said, “The scale of this thing is absurd.”

One telling detail happened before the IPO. Over 100 employees quietly banded together to negotiate a collective wealth management deal covering up to $5 billion, as they had never needed wealth managers before.

Software IPOs have been creating millionaires for 30 years. This time, it’s the first to distribute wealth to the factory floor. Honestly, this is pretty cool…#SPCX #SpaceX上市美股高开 #币圈巴菲特

The biggest IPO in history, SpaceX IPO $SPCX is set to launch today.

Expected valuation hits $1.77 trillion.

The hype is real.

But historical data tells a different story.

The five most hyped IPOs in the past 15 years have followed a similar trajectory post-launch.

Meta dropped -77% from its peak.
Uber plummeted -70% from its IPO price.
Robinhood crashed -92%.
Coinbase tanked -93%.
Rivian fell -95%.

On IPO day, we capture peak attention, peak liquidity, and often peak expectations.
But most IPOs lose 50% of their value within 2 years after launch.

Buying into a great story during peak hype rarely turns out to be a winning strategy.

Great companies might still shine, but history shows that opportunities to easily profit at the most crowded entry points are few and far between. True wealth is built at the bottom. $SPCX #币圈巴菲特

SpaceX IPO: Is $BTC just a temporary pain, or is it an excellent opportunity for a comeback?

Let’s check the data:
1. Epic fundraising: SpaceX plans to raise $75 billion, with a valuation of up to $1.77 trillion, making it the largest IPO in history.

2. Extreme capital thirst: Market demand reaches $250 billion, with oversubscription hitting 4 times.

3. Capital rotation game: Retail investors are dumping Bitcoin to free up funds to subscribe to SpaceX.

4. Real market rotation: Since the beginning of this year, Bitcoin ETFs have lost $3.1 billion in funds. By 2026, Bitcoin has dropped about 33%, while the US semiconductor sector has skyrocketed by 170%. This is essentially a rotation of funds between tech stocks and cryptocurrencies, not an industry crash.

Interestingly, a loop is forming in the market: SpaceX's balance sheet actually holds 18,712 Bitcoins (worth about $1.29 billion).

This means many retail investors mistakenly believe they have completely exited the crypto market, but in reality, they are just selling pure Bitcoin to buy into a tech giant that is also heavily invested in Bitcoin.

Hidden certainty opportunity

The real core opportunity lies in the subsequent index-driven buying,
that is, passive funds lifting the stock. According to index compilation rules, once SpaceX is accepted into the NASDAQ 100 index, various funds tracking that index will be forced to automatically buy $22 billion to $27 billion worth of SpaceX shares.

Severe liquidity shortage: The actual float for SpaceX at the initial listing is expected to be only 3% to 4%.

Capital overflow effect: Such a low float, when faced with the forced buying of hundreds of billions in passive funds, can easily trigger a price squeeze, driving SpaceX's stock price to soar. This profit capital will most likely flow back into the cryptocurrency market.

Key operational signal nodes

Keep a close watch on the capital inflows into Bitcoin ETFs after June 12,
when funds start to flow back into the ETFs, that will be a clear re-entry signal for right-side traders, and I will continue to stay alert. $SPCX $BTC
#SPCX #币圈巴菲特

The next crypto winner won't be the flashiest coins; it'll be the assets that are tightly linked to traditional finance.

That's why I'm focusing on stablecoin infrastructure—stablecoins are no longer just "on-chain cash."

They're becoming the settlement rails for the next generation of finance!

Funds need three elements:

Fast liquidity,

Low-cost settlements,

24/7 availability.

This is why banks, exchanges, fintech companies, and Wall Street suddenly have their eyes on them.

In this bull run, the quality assets connected to these pipelines are as follows:

$HYPE — On-chain trading and derivatives infrastructure

$BNB — Exchange distribution and ecosystem liquidity

CION— Regulated cryptocurrency gateway

$CRCL — Stablecoin issuance and payment rails

ONDO— Tokenized real-world assets

The market used to often ask:

"Which coin has the most exciting narrative?"

Now the more important question is: "Which assets will get rewarded when funds start flowing on-chain?"

This is where the shift lies; crypto is gradually moving from speculation to financial infrastructure.

And in finance, the best businesses are usually not the ones shouting in the trading pit, but the firms quietly collecting fees every time capital moves. #HYPE #bnb #币圈巴菲特

Everyone keeps saying "this time is different," but the response from $BTC usually ends up being déjà vu.

The chart for the next 12 months might still look straightforward:

Q1 2026: Initial dip

Q2 2026: Bull trap bounce, target price $82,000

Q3 2026: Final sell-off risk, target price $54,000

Q4 2026: Rebound

Q1 2027: Hit new highs

Two quarters of decline, and we're still two quarters away from the real bull run starting.

The data still supports a cautious stance; Bitcoin recently broke below $60,000, hitting a new low since October 2024, then bounced back above $64,000. The spot Bitcoin ETF also faced significant outflows, with reports showing over $4 billion leaving the ETP during 13 consecutive days of outflows.

But this isn't a typical clean bottom; a real bottom often requires forced selling, ETF fund outflows, leverage getting cleared, bad news, and price refusing to make new lows.

We have some of the elements, but not all. Before the next upswing, the market might need one painful washout.

Maybe the bottom is $54,000, or maybe it will rise ahead of time.

But the lesson remains the same: every cycle, people are willing to pay a premium, believing history won’t repeat itself.

Then Bitcoin reminds them that the humor in the charts is quite dull.

However, for long-term holders, buying around $60,000 is a really solid price for accumulating in batches. #BTC #币圈巴菲特

I'm getting increasingly confident that $HYPE hitting $100 is just around the corner,

Long-term followers of the HYPE coin are experiencing a subtle shift in mindset:

They're becoming less concerned about Bitcoin's movement; when the whole crypto market is selling off, HYPE keeps showing relative strength.

HYPE only dips when traditional risk assets weaken, and that’s where the shift lies.

HYPE is gradually shedding the label of "just another crypto asset" and moving towards building on-chain TradeFi products.

Reports indicate that during peak trading hours, HIP-3 accounts for nearly 40% of Hyperliquid's daily trading volume. This isn't just a result of a few speculators frantically clicking their mice at 3 AM; it signals that more traditional market players are starting to flow into this platform.

Meanwhile, the HYPE/BTC chart is setting new highs every month.

This is crucial; the market tells us that HYPE is becoming less reliant on Bitcoin's beta value and more on its own fundamentals:

Actual trading volume,

Actual fees,

Actual buybacks,

Actual liquidity,

Actual product-market fit.

This indicates that the macro trend for this asset is becoming increasingly hard to ignore:

HYPE is no longer being traded merely as a cryptocurrency narrative.

It's trading like a revenue-generating trading asset and is developing its own gravitational pull.

$100 is inevitable, but if Hyperliquid can continue absorbing liquidity, expand its product line, attract traditional capital flows, and outperform Bitcoin in a sluggish market, then $150 won't be a fantasy; it will be the next obvious number! DCA in and hold, slowly, it will definitely... #hype #币圈巴菲特

🚨$1.14 billion worth of $HYPE tokens got unlocked on-chain yesterday.

The market's first reaction was clear: "Unlock = sell pressure."

But that's not the case. The 18.88 million HYPE tokens didn't flood the market; they weren't sold off or sent to exchanges.

Instead, they were redistributed to 11 different validator nodes. June 6th is Hyperliquid's monthly unlock day, and it was initially planned to unlock about $675 million worth of HYPE tokens. However, reports say the team only claimed around $38 million, leaving the rest still locked.

Subsequently, the $1.14 billion worth of team-staked tokens was transferred from self-custody to 11 different validator nodes, including CMI, HypurrCorea, ASXN, Imperator, ValIDAO, and others.

This is no small potatoes; most teams are out there on Medium talking about decentralization.

Hyperliquid moved over a billion dollars in staked tokens on-chain and redistributed them among various validators so that everyone can verify their authenticity.

Re-delegating is not liquidating; these tokens never left the staking status.

They merely shifted from a single large control point to a broader set of validators, reducing single points of failure and enhancing the consensus layer.

If the team wanted to sell, June 6th would have been the prime opportunity—unlock day, a soft market, and all sorts of noise that could mask the truth.

They ultimately chose to re-stake, perhaps reflecting their true long-term belief.

Regardless, on-chain records clearly show:

The expected sell pressure didn’t materialize; the $1.14 billion re-staking speaks louder than words, still bullish on $HYPE and gradually accumulating spot…
$HYPE #币圈巴菲特

$HYPE is undoubtedly one of the most noteworthy assets to watch in the next round of the crypto bull market.

The real key lies in its tokenomics and the value generation mechanisms behind it.

Currently, there are about 298.3 million HYPE in circulation.

Of that, approximately 127.9 million HYPE has been staked, accounting for 42.9% of the circulating supply.

Additionally, 4 million HYPE is staked by the HIP-3 builders.

The assistance fund holds around 45 million HYPE.

Over 1.12 million HYPE has been burned through transaction fees.

This is what makes HYPE unique.

Hyperliquid boasts real trading volume, real fees, genuine buybacks, staking demand, builder lock-ups, and ETF absorption.

The flywheel effect is clear:

More trading volume → More fees → More buybacks and burns → Tighter supply → Stronger value creation.

This is how true token economics should work.

Recently, KOL sell-offs, overall crypto weakness, and next week's CPI/PPI data may still put pressure on risk assets.

I closed my HYPE long position, not because the long-term investment thesis has failed, but because I don't want to bet risk on macro data.

If HYPE retraces to around $50, while volume, buybacks, ETF demand, and the protocol's fundamentals remain stable, I believe this will be a better re-entry point.

In the long run, I still believe Hyperliquid is one of the few crypto protocols that can genuinely achieve value realization.
$HYPE #币圈巴菲特

Right now, don't rush to claim that $BTC has hit rock bottom; last week's strong jobs report seriously knocked down interest rate cut expectations.

The Nasdaq index and the semiconductor sector took a hit because overvalued risk assets don’t like being reminded that money isn’t free.

Next week, the market faces two tests:

June 10: Consumer Price Index (CPI)

June 11: Producer Price Index (PPI)

If inflation heats up again, the market will start to price in a worse scenario, and traders will continue to bet on the Fed raising rates!

June is already a dangerous month for retail traders. Liquidity is tightening. Institutional investors are rebalancing. Macro economic data keeps piling up. "Triple Witching Day" (June 10, June 11, and June 11) is just around the corner.

Many so-called "perfect buy-the-dip zones" in June often turn into graveyards for leveraged investors. So, I think now isn't the time to blindly catch the falling knife. If the CPI/PPI is only slightly overheated, the market might sell off first and then bounce back.

But if core inflation stays high and yields keep climbing, tech stocks, AI, and the semiconductor industry will be the first to justify their valuations, while the crypto market will continue to plunge!

For leveraged traders, the right move next week isn’t panic shorting or going all in.

Instead, reduce leverage, hold cash, and wait for the data to drop.

Over-leveraged? Hedge a portion.

Margin too high? Extend the liquidation line.

If the 10-year Treasury yield hits a new high, the Nasdaq index breaks below last week's low, and semiconductor sector volume drops without support—

Then, US stocks in AI will continue to get whacked on valuations, Bitcoin will see better dips, but from a long-term spot holding perspective, Bitcoin prices are already becoming attractive to accumulate in batches. #币圈巴菲特 #BTC

Why should you hold $HYPE in 2026 instead of $ETH ?

Ethereum is still the settlement layer of crypto. It boasts the largest developer community, the most liquidity in stablecoins, and widespread institutional recognition. These advantages are hard to overlook.

But the market no longer rewards history; it rewards execution.
Ethereum has been discussing governance, ideology, scalability roadmaps, and the future direction of ETH for years.

Meanwhile, Hyperliquid has been building products that traders use daily.

The data explains the importance: Hyperliquid currently has a 24-hour trading volume of about $12.5 billion, generating approximately $6.6 million in fees each day. Ethereum’s 24-hour trading volume is around $1.9 billion, with on-chain application fees of about $9.4 million. Moreover, Hyperliquid reinvests 99% of spot and trading fees into its aid fund to buy HYPE on the open market.
And that’s the difference!

ETH is a broad currency asset, while HYPE is an exchange-focused asset with a mechanical value capture mechanism.

Now add in the demand for ETFs, the entry of Grayscale, all-weather derivatives trading, tokenized asset experiments, and the parent company ICE of the New York Stock Exchange publicly researching this model.

I’m not saying ETH is dead; what I mean is that the growth cycle of HYPE is clearer:

Increased trading volume → Increased fees → Increased buybacks → Reduced circulating supply → Enhanced reflexivity.

Will HYPE eventually replace ETH? That sounds absurd now.

But a month ago, the token price surpassing $SOL was equally absurd; the market won’t reward nostalgia forever.

The market rewards assets that can convert usage into price pressure the fastest, and that is #hype #币圈巴菲特 .

The saga of the biggest short with $HYPE , Loracle, continues.

After he closed out over $110 million in HYPE short positions, incurring a loss of about $46.46 million, he immediately opened a long position of 82,195 shares of HYPE, leveraging it 2x with an entry value of around $5.73 million.

What happened next?

$HYPE dropped from ~$75 to ~$62 in less than 24 hours.

Currently, Loracle holds an active $HYPE long worth approximately $9 million, with unrealized losses of about $420,000.

Meanwhile, he still holds $892,000 in HYPE spot positions (around $60 million), while his overall account PnL has now dipped to about -$3 million.

Is this pullback the end of the rally, or is the market just giving everyone jitters before the next wave begins?

As it stands, this trend doesn't seem over yet, but anyone trying to trade the market hype must remember one thing:

Even if you’ve got the right direction, the crypto market can still hit you hard as you enter.

Fortunately, I think at least he’s chosen the right direction this time!

Now let’s all hope for $HYPE to rise to $100#HYPE #币圈巴菲特 .

Arthur Hayes sold $HYPE .

The market heard the "top signal", but I see another issue: what happens when a strong asset meets a seller with a macroeconomic narrative?

Hayes' viewpoint might be correct; the peak of risk assets could come before September. War, energy, AI IPO liquidity drying up—these are all valid concerns.

But the trading dynamics of $HYPE are no longer like ordinary crypto beta.

It now has 3 ETF channels:

$BHYP

$THYP

$HYPG

Grayscale just joined. The buyer pool is still expanding,

and this is precisely the part that shorts have consistently underestimated: HYPE is no longer just facing the emotional demand of retail investors.

It's also up against a soulless buying machine, (98% of funds are on auto-rebuy)

When Bitcoin gets sold off while HYPE continues to rise, it shows that the market's attitude towards it is drastically different, indicating it has withstood rigorous tests.

Yes, the top may come before September, but the real question isn't whether HYPE will eventually pull back, but how high it can go before the market finally peaks?

Strong assets rarely need a full macroeconomic alignment; they typically just force sellers to cut losses early.
#HYPE #币圈巴菲特

The trading volume for $HYPE ETF has surpassed $142 million. The launch of the Grayscale HYPE ETF is set to push it towards $80.

Considering it's been less than a month since launch and we only have Bitwise and 21Shares actively trading in this ETF product category, that's pretty impressive.

Current tickers:

$BHYP — Bitwise HYPE ETF

$THYP — 21Shares HYPE ETF

Next catalyst: Grayscale is set to launch tomorrow.

If Grayscale's $HYPG receives even moderate market acceptance, by the end of this week, the total trading volume for HYPE ETFs could potentially break the $200 million milestone.

Bitwise and 21Shares have already proven there's demand in the market.

Now, Grayscale adds another distribution channel.

As for $HYPE , the narrative remains the same:

It's less like a decentralized exchange (DEX) token and more like an asset being packaged as a Wall Street product that can generate yield.

No need to overcomplicate: when a token reaches ETF trading volume so quickly, the market's focus isn't whether institutional investors are interested, but rather how much cash they can print around this token 💵!

Let's see if the launch of the Grayscale HYPE ETF can create a surge and help HYPE break through the $80 mark #HYPE #币圈巴菲特

$ETH
I witnessed this "@Fortune韩百亿 dream chaser" drop from around $220,000 in unrealized profits to just $20,000.

Everyone's talking about "HODLing," but holding is just one skill in the game.

Knowing when to take profits is another skill; if you confuse conviction with greed, a successful trade can turn into a bad memory.

The market doesn’t care how high your past gains were; it only cares about how much you end up pocketing.

Respect trading, respect the trend, but also understand that unrealized profits are just the market lending you confidence.

Stop-loss or take-profit is a must-learn lesson! In the investment world, saying "I once made a lot" isn’t something to brag about; it usually marks the beginning of a costly story. Let’s learn from this together! #HYPE #ETH #币圈巴菲特

Great traders, buy those assets that disregard Bitcoin going to zero.

Which asset do you have the most faith in? Feel free to vote!

Right now, the market is sending a very clear signal:

$HYPE $ZEC $币安人生 $ US stocks

They maintain a solid structure, absorbing sell-off pressure, and sustaining trading volume,
this is where the money is hiding.

If Bitcoin keeps dropping while these tokens remain strong, it indicates a more important message: someone is already accumulating them before the market feels safe.

What other alpha tokens are out there? Feel free to add to the list…
#HYPE #币安人生 #zec # Crypto Buffet

$HYPE might not just be a token anymore; it's part of Nasdaq and heading towards $80. Bitcoin and other crypto assets are taking a hit, but this one's as solid as a rock and has proven some things!\n\nAny asset that can hit all-time highs daily in a weak overall market will eventually face liquidity shakeouts, long positions getting liquidated, and structural reshaping.\n\nAnd that's exactly what HYPE has been doing, setting all-time highs for several days, then sweeping liquidity down to below $70, absorbing the pullback, and continuing to maintain a higher low structure.\n\nThis is crucial; the clearest bullish trend isn't just about going up.\n\nIt's about punishing those who entered incorrectly, filling orders, and still holding strong.\n\nHYPE's price has also broken through $SOL , which is psychologically significant—markets love simple milestones, and traders even more so.\n\nAs long as HYPE stays above the reshuffled structure and buyers keep defending the $68-$70 zone, its path to $80 remains clear.\n\nI'm still holding strong on $HYPE coins, what about you? #HYPE #币圈巴菲特