Simonon

Sure, Anthropic is cool, but have you heard of Hyperliquid?
It’s no secret how much revenue companies like Hyperliquid and Tether generate per employee, but I’m still blown away every time I see those charts.
I think people continue to underestimate just how quickly crypto companies can reach insane scale when executed properly.
Yes, we have structural issues as an industry that need fixing.
But this has always been, and still remains, the bull case for crypto:
Enabling the creation of the most productive companies in the world.

gm to absolutely everyone except the CEX cartels and shady market makers.
At this point I’m pretty convinced they wouldn’t hesitate to destroy the entire industry they operate in just to squeeze the last few dollars out of it.
Someone has to stop them before it’s irreversibly too late.

I don’t want to jinx it, but this chart looks like $BTC might just send straight to heaven without looking back ngl.

This might be my single favorite chart and trend in the entire industry.
Slowly but surely, the DEX-to-CEX ratio continues to go up and to the right.
With every single basis point this increases, finance becomes fairer, more accessible, more transparent. And best of all, less extractive.
The job isn’t done until we reach 100%.

Tokenization remains crypto's single greatest and most impactful use case.
Expecting this trend to continue until all of finance is accessible to anyone, from anywhere in the world, 24/7.
Quadrillions.

GameStop odds vs onchain platforms like @Beezie and @Collector_Crypt when chasing grails:
$500 packs:
Powerpacks: 0.1% chance to hit a $4k–$8k grail
Beezie: 0.6% chance to hit a $5k–$12k grail
$1000 packs:
Powerpacks: 0.1% chance to hit a $8k–$16k grail
Collector: 1% chance to hit a $8k–$20k grail
Not only do Beezie and Collector offer more sought-after grails, your odds of hitting them are also 6–10x higher. And everything is fully verifiable onchain, while with GameStop you still have to trust that everything is fair behind the scenes.
On top of that, they’re globally accessible, whereas Pow

Hyperliquid is probably one of the most underappreciated stories not only in crypto, but whole tech:
@chameleon_jeff built Hyperliquid from a TV screen in Puerto Rico.
Now he runs one of the most profitable companies on earth, barefoot, cross-legged, from a guarded office in Singapore.
- Started with $10k, grew it thousands of % annually
- Financially independent at 27
- self-taught Physics Olympiad gold medalist
- Rejected a $1B VC check, but decided to airdrop $16B to users instead
- $900M profit with only 11 employees
- Cleaning lady thought they made cat toys
My favorite quote: "We use cry

News from the past few days:
Iran reportedly accepting BTC payments for transit through Hormuz
France requiring individuals with over €5k in crypto holdings to report to tax authorities
Germany discussing restrictions on travel for military-age men
The world is getting more irrational, and governments are responding by pulling stronger and stronger levers.
At this point, it becomes increasingly irresponsible NOT to have exposure to crypto x privacy as a hedge against declining freedom.
ZODL

Collector fundamentals vs $CARDS chart.
Not sure I've ever seen an opportunity in crypto this obvious.

Since the Iran war started:
ETH up 17%
BTC up 9%
SP500 down -0.5%
Gold down -10%
The asset class most people gave up on has not only decorrelated, but also started outperforming.
Guess what comes next.