DeFiMan (@DeFiMann) header
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Navigating the crypto markets. Nothing I tweet is financial advice.

Joined October 2020
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$900M already in Open Interest in main oil, metals and stocks markets Hyperliquid
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Don't think this is priced in $HYPE NFA/DYOR
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IF BTC has found a local bottom (I think it is fairly likely) then HYPE bears are probably in for a ride Negative funding & relative strength in such a day is not something you can dismiss Hypelined
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5k 1h green candle incoming imho Bears are clearly out of line
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DeFiMan retweeted
.@unmoyai & @codecopenflow coded real robotics and web2 attention. from the likes of worldlabs, huggingface, and many more interactions on linkedin. xitter.cf/ta747375ki/status/2017… xitter.cf/theworldlabs/status/20… xitter.cf/drfeifei/status/201586… xitter.cf/AdilZtn/status/2016795… robotics is inevitable. codec is inevitable.
The last crypto bubbles were an extreme misallocation of capital especially in the backdrop of the 4th Industrial Revolution enabled by AI The bubbles were driven by excess liquidity seeking world changing technology. This technology has arrived in the form of AI and Robotics which will drive and capture real economic value. Given the effects on productivity, efficiency, and development speed, we will see a new normal of double digit economic growth across both new companies and also tangential companies It is not too late to get involved, the 4th Industrial Revolution is just starting
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I believe main reason $HYPE is not trading near ATHs is due to the unlock overhang Team signaling they intend to unlock just $4.7M a month is a total game changer and will take a stab to ATHs imho This year we will have plenty of volatility and $HYPE is the perfect way to express that bet Binance sentimient is the lowest I have ever seen and a potential take over during 2026 is the narrative to fuel the mother of all rallies If we were to think of prices in terms of CEX mkt share takeovers: HL > Bybit -> Hype above 60$ HL > Binance -> Hype above 100$ BTC PA obviously also important, but believe Hype will be one of those assets not THAT correlated Hyperliquid
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Thanks for your attention to this matter
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$codec guys keep building rain or shine I know it's most likely an onchain liquidity issue, but ridiculously undervalued imho
added @theworldlabs API to the simulation builder, you can now type a prompt and get a full 3D world with physics colliders loaded into MuJoCo all in your browser
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Hyperliquid
Hyperliquid has quietly achieved an important milestone of becoming the most liquid venue for crypto price discovery in the world. See below for side by side comparison of BTC perps on Binance (left) and Hyperliquid (right). With HIP-3 teams leading the way, Hyperliquid has also grown to become the most liquid venue for perps on tradfi assets. Thank you to everyone's hard work as we upgrade the financial system and house all of finance.
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$HYPE bottom imho
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Codec coded
Boston Dynamics has shared a new video of its humanoid robot, Atlas, doing a backflip at CES 2026.
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VLa models $Codec coded
NEWS: NVIDIA just announced Alpamayo, what CEO Jensen Huang calls the world’s first thinking, reasoning autonomous vehicle AI, launching on U.S. roads later this year, starting with the Mercedes CLA. Jensen: "It's trained end-to-end. Literally from camera in to actuation out; It reasons what action it is about to take, the reason by which is came about that action, and the trajectory." Alpamayo introduces Vision-Language-Action (VLA) models, which enable self-driving systems to interpret what they see, reason about complex driving scenarios, and generate driving actions. The platform includes large reasoning models, simulation tools for testing rare and edge-case scenarios, and open datasets for training and validation. NVIDIA says the approach improves transparency, safety, and robustness in autonomous systems, particularly in complex real-world environments, and supports progress toward higher levels of vehicle autonomy: "With a 10-billion-parameter architecture, Alpamayo 1 uses video input to generate trajectories alongside reasoning traces, showing the logic behind each decision. Developers can adapt Alpamayo 1 into smaller runtime models for vehicle development, or use it as a foundation for AV development tools such as reasoning-based evaluators and auto-labeling systems. Alpamayo 1 provides open model weights and open-source inferencing scripts. Future models in the family will feature larger parameter counts, more detailed reasoning capabilities, more input and output flexibility, and options for commercial usage."
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DeFiMan retweeted
preparing the docs for fabric before the dashboard release
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Most will be underexposed to $codec when robotics season kicks in I won't be making that mistake
GOOD NEWS 🇨🇳 The mass production audit for Tesla's Optimus v3 has been completed, and seven Chinese companies have been finalized as core suppliers 🦾 Operating as Tier 1 partners, these firms will manufacture critical components and support key assembly processes 🤖 This supply chain is geared to kickstart mass production in Q1 2026, targeting a capacity of 50,000 to 100,000 units by the end of the year 💥 Core Suppliers List: 1⃣ Lens Technology Co., Ltd. (蓝思科技股份有限公司) 2⃣ Zhejiang Sanhua Intelligent Controls Co., Ltd. (浙江三花智能控制股份有限公司) 3⃣ Ningbo Tuopu Group Co., Ltd. (宁波拓普集团股份有限公司) 4⃣ Shenzhen Everwin Precision Technology Co., Ltd. (深圳市长盈精密技术股份有限公司) 5⃣ Wolong Electric Drive Group Co., Ltd. (卧龙电气驱动集团股份有限公司) 6⃣ Zhejiang Wuzhou Xinchun Group Co., Ltd. (浙江五洲新春集团股份有限公司) 7⃣ Jiangsu Hengli Hydraulic Co., Ltd. (江苏恒立液压股份有限公司)
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Robotics demands precision, our identity should too. We’ve updated our logo so the wordmark clearly reflects the name and the system we’ve built from day one. Same foundation. Sharper identity. We are CodecFlow.
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My $codec holdings are at ATH
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🚀 $CODEC is now listed on Bybit Alpha! Trade #CODEC with USDT, USDC, SOL, or bbSOL. No wallet, no gas, just gains. Explore the next Alpha → i.bybit.com/1Iab5j8b #Bybit #CryptoArk #Solana @codecopenflow
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