In line w low liq. months ahead or just the Aug/Sep sznality, good time to derisk. Biggest tell was when everyone was screaming for 4k or ATHs, sounds like we all want the perfect exit. Would imagine bounces are temporal. Sentiment feels like they're inflecting. Juicing the last leg of this race is probs -EV, especially if you don't have a great edge to trade. That said, July was indeed jubilant!

@elfa_ai so good that if this was on X, I'd tag @elfa_ai instead of @grok Quality summary, free, high frequency use case. En-route to owning $$$ from my pocket.

Hyperliquid is the new Binance truly.

BTC and ETH will be a whole generation's equivalent to the SPY and QQQ. BTC beats fiat debasement and gold, and outperforms S&P. ETH will be where the internet GDP will be built on. If you hold a barbell of these for the next decade, you're likely secured. Throw in HYPE too.

One growth playbook @zora could study is Gas app by @nikitabier I can imagine this getting viral among high-schoolers

ethereum has been online ten years straight with zero pauses and zero maintenance windows. in that time: - facebook went down for 14 hours - aws kinesis froze for 17 - cloudflare dropped 19 datacenters - alt L1s…well, you know. every centralised giant blinks, they rely on on-call humans and scheduled downtime. but ethereum never stops, not through forks, crashes, bubbles, lawsuits, hacks, wars, and every kind of drama the internet can throw at it. and it’s not thanks to a CEO or a hotline. it’s not because someone saved it. it’s because we all did. devs, stakers, researchers, users, millions of us, scattered across the world, choosing to show up, block after block, year after year. while banks fail, clouds go dark and servers get patched, ethereum keeps going. we keep going. ten years online. forever to go.

I wondering if there will ever be a day where HL entirely displaces Solana. Same baseline of primitives, more liquidity, more culture, more everything that it leave Solana to be a ghost chain. That would be gnarly. Hyperliquid.

Genuinely curious, did any of you outperform in trading vs had you just jammed all in on any of the majors + risk adjust for it (likely just a multiply any major's return to risk taken to match your trading port)? Thoughts?

I know nobody like a down round from private but imagine TGE-ing your VC backed project Genesis style with @virtuals_io Everyone would want to bid knowing they’re going to beat private allocators and in exchange, you’d have an electrifying community formed vs none. This would never happen obviously, but it’s also that as the most entertaining outcome. Instead the predictably boring and expected reception from down only TGEs, try something else. Maybe something retarded because the degens wants to speculate and bull post you’re backed by some VC as their shills so they can see coin go up and you’d get all the upside. It’s contrarian.

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