gum-1

I am bidding Fartcoin at $1.01 because it is important to let air rise

Hopefully the market allows it

I can't go to sleep knowing this could happen

Since start of 2024 the money supply chart has "predicted" Bitcoin's price action

Is this time different?

Hyperliquid and Solana are more connected than ever due to @deBridge

Soon:
> Institutional Services (Security, Compliance, Scalability)
> Gasless UX, Chain abstraction
> Bitcoin & Tron Integration

HL and SOL whales can easily roam the ecosystem seamlessly due to incredible teams like deBridge.

bitcoin is only going up right now because the dollar is absolutely cooked

if you believe the dollar will continue to lose strength then you have to be allocated, there's no other choice

Got $1K for doing nothing other than existing?

Thanks @Moonberg_ai 🫡

What does crypto desperately need?

Or CT?

Early signs of Solana onchain improving (Maturing)

> DeFi TVL at ATHs in SOL, almost at ATHs in $ terms
> DeFi coins rising

@mobyagent showing that ~50% of Smart Money net flows are going into Bitcoin and Solana LSTs

Will be monitoring this to see if there's a trend forming.

Debating if I should just fullport Bitcoin and let the M2 Money Supply chart work for me

Hyperliquid is coming to Solana users

@ranger_finance is bringing its liquidity to Solana soon:
> Users will trade on HL without leaving SOL, thanks to @privy_io
> Collateral will be bridged through @deBridge in the backend

If you trade with Ranger you'll enjoy even better liquidity than on Hyperliquid since they also aggregate Drift and Jupiter

Solana DeFi is still the best in crypto:

> 8%, 60% APY on Bitcoin
> 30%, 12% , 10% APY on SOL
> 14%, 8% APY on Stablecoins

All of this and more👇🧵

Ultra bullish news for Solana, missed by the entire timeline

The SEC is speaking with SPI and Solana protocols to:
> Bring stocks, bonds, and funds onchain
> Protect decentralized protocols from unnecessary regulations

This is very bullish for teams like @orca_so $ORCA as they get better regulatory positioning and legitimacy.

When things start happening, funds will look at the liquid protocols which spearheaded these changes...

Everyone clowned Circle stock for being overvalued

Yet it is going parabolic while our bags evaporate

Hey you

I know you're looking at Hyperliquid waiting for a sub $30 entry

Maybe you will get it, but even if you do, you won't have the guts to bid it

Bid strength when it exists, don't bid weakness

Market Thoughts

1. Observations
> Smart people say Iran won't close the Straight of Hormuz because it is vital for China & world economy
> Altcoins obliterated except for Hyperliquid

2. 100% convinced there's no safety in holding anything other than Bitcoin and Hyperliquid for the next 3-4 months.

3. Market participants are very tired of crypto as investments, which will translate into:
> Bitcoin allocations
> Low onchain speculation
> Consistent search for protocols with token accrual mechanisms

4. If you're holding tokens on borrowed conviction, reevaluate their quality - we often hold bags because the idea of not being allocated when they pump is unbearable.

5. I'm bullish Bitcoin, Hyperliquid and a few others, somewhat bearish on everything else until there's more juice in this market.

Anything outside of it is a trade opportunity, not a buy-and-hold opportunity IMO

Just a reminder that if you're placing your money based on what others say you'll lose it all over time - unless you learn of it (most don't)

A good strategy to not feel FOMO and not miss upside is:
> Hold BTC + Stables when confused
> Hold BTC + Alts when confident

Altseason is happening not where we expected

> Stock traded companies announcing BTC/ETH/SOL buys
> Circle IPO

$CRCL went from a few billion to $48B market cap..

If this were a token, CT would be going euphoric right now.

Important level for $HYPE

This is the rest for holding the uptrend that started at $9

I'd be very happy to bid anywhere from $28 to $32

If you think the trenches chats are bad

Wait you see the carnage that Polymarket is, ppl cheering for war/nukes to be launched so they can make $15 on their $70 portfolio

It’s bad out there

I'm not particularly mega bullish right now but why is CT freaking out that things are quiet today and its "end of cycle vibes"

Do you not know it's a holiday?

Go outside, live life.

For Hyperliquid projects: launch your tokens sooner rather than later

The biggest FDV Solana protocols to date are the ones that launched their tokens first - the amount of attention relative to number of tokens was amazing for builders

The more you wait, the less you'll make