Asset Appearances
Crypto - Comments
Spot Demand Returns, PMI Data + Shutdown Optimism Bolsters Crypto Rebound
DISCUSSED IN TODAY'S VIDEO:Spot-led rebound: Today’s crypto rally was driven mainly by spot demand, not short covering. Open interest rose as funding rates declined, and...
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Crypto - Comments
Did Sell Pressure from DATs Cause Today’s Move?
DISCUSSED IN TODAY'S VIDEO:"SNEAKY" RISK-OFF SESSION: Crypto rolled over sharply this afternoon as broader markets weakened beneath the surface despite headline indices making new highs.DAT SELLING...
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Crypto - Comments
HYPE Displaying Strong Relative Performance Amid Trade Optimism
DISCUSSED IN TODAY'S VIDEO:ODDS OF POSITIVE TRADE RESOLUTION INCREASING: Reports of progress in U.S.–China negotiations over the weekend meaningfully raise the odds of a market-friendly outcome....
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Crypto - Comments
Crypto Benefiting from Growth Rotation as Retail Access Expands and FMS Shows Untapped Allocation Potential
DISCUSSED IN TODAY'S VIDEO:MACRO TAILWINDS BUILDING: A bounce in yields alongside strong equity and crude performance signals a growth-positive environment supportive of a rotation into crypto.RETAIL...
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Crypto - Comments
Hyperliquid Fundamentals Remain Intact Despite Noise, Oracle Margin Pressures Highlight the Advantage of Cheap Energy from Bitcoin Miners
DISCUSSED IN TODAY'S VIDEO:RISK-OFF DRIVEN BY AI MARGIN CONCERNS: Broader market weakness followed reports of Oracle’s thin AI cloud margins, rather than crypto-specific factors or changes...
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Crypto - Comments
Hyperliquid Thesis Unchanged
DISCUSSED IN TODAY'S VIDEO:LIQUIDATIONS: The crypto market was hit with $1.5B in long liquidations as thin weekend liquidity and stretched positioning drove a sharp deleveraging. While...
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Crypto - Comments
AERO to Gain from Base Token Talk
DISCUSSED IN TODAY'S VIDEO:HYPERLIQUID GAINING “MAJOR” STATUS: Strong user growth, $1.3B in annualized buybacks, and an 11% token holder yield position HYPE as this cycle’s leading...
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Crypto - Crypto Strategy
HYPE Profits Flow to Base, Solana, Sui, TGA Rundown Could Boost Crypto Prices
CORE STRATEGY: REMAINING TACTICALLY CAUTIOUS, TGA RUNDOWN + EARLY JAN FLOWS COULD PRODUCE NEEDED SPARK In our view, this cycle is far from over. However,...
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Crypto - Comments
Spot Demand Returns, PMI Data + Shutdown Optimism Bolsters Crypto Rebound
DISCUSSED IN TODAY'S VIDEO:Spot-led rebound: Today’s crypto rally was driven mainly by spot demand, not short covering. Open interest rose as funding rates declined, and...
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Crypto - Comments
Did Sell Pressure from DATs Cause Today’s Move?
DISCUSSED IN TODAY'S VIDEO:"SNEAKY" RISK-OFF SESSION: Crypto rolled over sharply this afternoon as broader markets weakened beneath the surface despite headline indices making new highs.DAT SELLING...
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Crypto - Comments
HYPE Displaying Strong Relative Performance Amid Trade Optimism
DISCUSSED IN TODAY'S VIDEO:ODDS OF POSITIVE TRADE RESOLUTION INCREASING: Reports of progress in U.S.–China negotiations over the weekend meaningfully raise the odds of a market-friendly outcome....
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Crypto - Comments
Crypto Benefiting from Growth Rotation as Retail Access Expands and FMS Shows Untapped Allocation Potential
DISCUSSED IN TODAY'S VIDEO:MACRO TAILWINDS BUILDING: A bounce in yields alongside strong equity and crude performance signals a growth-positive environment supportive of a rotation into crypto.RETAIL...
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Crypto - Comments
Hyperliquid Fundamentals Remain Intact Despite Noise, Oracle Margin Pressures Highlight the Advantage of Cheap Energy from Bitcoin Miners
DISCUSSED IN TODAY'S VIDEO:RISK-OFF DRIVEN BY AI MARGIN CONCERNS: Broader market weakness followed reports of Oracle’s thin AI cloud margins, rather than crypto-specific factors or changes...
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Crypto - Comments
Hyperliquid Thesis Unchanged
DISCUSSED IN TODAY'S VIDEO:LIQUIDATIONS: The crypto market was hit with $1.5B in long liquidations as thin weekend liquidity and stretched positioning drove a sharp deleveraging. While...
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Crypto - Comments
AERO to Gain from Base Token Talk
DISCUSSED IN TODAY'S VIDEO:HYPERLIQUID GAINING “MAJOR” STATUS: Strong user growth, $1.3B in annualized buybacks, and an 11% token holder yield position HYPE as this cycle’s leading...
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Crypto - Crypto Strategy
HYPE Profits Flow to Base, Solana, Sui, TGA Rundown Could Boost Crypto Prices
CORE STRATEGY: REMAINING TACTICALLY CAUTIOUS, TGA RUNDOWN + EARLY JAN FLOWS COULD PRODUCE NEEDED SPARK In our view, this cycle is far from over. However,...
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Crypto - Comments
Spot Demand Returns, PMI Data + Shutdown Optimism Bolsters Crypto Rebound
DISCUSSED IN TODAY'S VIDEO:Spot-led rebound: Today’s crypto rally was driven mainly by spot demand, not short covering. Open interest rose as funding rates declined, and...
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Crypto - Comments
Did Sell Pressure from DATs Cause Today’s Move?
DISCUSSED IN TODAY'S VIDEO:"SNEAKY" RISK-OFF SESSION: Crypto rolled over sharply this afternoon as broader markets weakened beneath the surface despite headline indices making new highs.DAT SELLING...
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Crypto - Comments
HYPE Displaying Strong Relative Performance Amid Trade Optimism
DISCUSSED IN TODAY'S VIDEO:ODDS OF POSITIVE TRADE RESOLUTION INCREASING: Reports of progress in U.S.–China negotiations over the weekend meaningfully raise the odds of a market-friendly outcome....
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Crypto - Comments
Crypto Benefiting from Growth Rotation as Retail Access Expands and FMS Shows Untapped Allocation Potential
DISCUSSED IN TODAY'S VIDEO:MACRO TAILWINDS BUILDING: A bounce in yields alongside strong equity and crude performance signals a growth-positive environment supportive of a rotation into crypto.RETAIL...
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Crypto - Comments
Hyperliquid Fundamentals Remain Intact Despite Noise, Oracle Margin Pressures Highlight the Advantage of Cheap Energy from Bitcoin Miners
DISCUSSED IN TODAY'S VIDEO:RISK-OFF DRIVEN BY AI MARGIN CONCERNS: Broader market weakness followed reports of Oracle’s thin AI cloud margins, rather than crypto-specific factors or changes...
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Crypto - Comments
Hyperliquid Thesis Unchanged
DISCUSSED IN TODAY'S VIDEO:LIQUIDATIONS: The crypto market was hit with $1.5B in long liquidations as thin weekend liquidity and stretched positioning drove a sharp deleveraging. While...
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Crypto - Comments
AERO to Gain from Base Token Talk
DISCUSSED IN TODAY'S VIDEO:HYPERLIQUID GAINING “MAJOR” STATUS: Strong user growth, $1.3B in annualized buybacks, and an 11% token holder yield position HYPE as this cycle’s leading...
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