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 short-term weakness may persist, our Q4 outlook remains intact. Nvidia–OpenAI partnership: Nvidia’s $100B investment into OpenAI underscores the durability of the AI CapEx cycle. This is a direct tailwind for miners and hybrid crypto equities reallocating infrastructure toward AI/HPC compute, with Galaxy and others well-positioned to benefit from growing hyperscaler demand. Hyperliquidâ...