Hardin Lopez retweeted
TradFi opens Monday.
Tokenised equities priced it Sunday. 👀
Welcome onchain, normies.
Frontrunning is in Crypto's DNA.
Stocks are getting hammered as selling pressure continues on Liquid this weekend, now spreading across memory, storage and AI infrastructure.
$WDC and $STX are leading the slide, while $MU and $SNDK are now down more than 3% versus Friday’s close. The pressure extends through the AI buildout: power supplier $BE, networking names $AAOI and $LITE, and cloud providers $CRWV and $IREN are all moving lower.
Earlier pockets of strength are fading too. $NBIS has slipped into the red, and 85 of the 96 stocks and ETFs we tracked are now below Friday’s close.
Markets keep moving. Trade them 24/7 at liquid.trade
Hardin Lopez retweeted
Touchdown! Cleanest Fib Retrace I've done in a while.
✅ 1st buy order since 3m mcap was filled - $AI
I'm staying true to team $HOOD - this a bluechip 💎
I don't believe for one second Robinhood rolls over while Solana copycats steal the tokenised equity mindshare.
Robinhood + Deep Liquidity Pioneers @longdotxyz will win the tokenised equity war imo.
✅ $AI - 2.7m >> 380m... Insane 9-figure runner.
Corrections were inevitable after a move that parabolic. Still ~43x from entry at 118m.
>>> I'm still holding @ArtificiallyInu moonbags
Watching for strength at the 0.786 fib.
Hardin Lopez retweeted
$HOOD built a $100B+ company in ~12 years.
The chain is 100 days old... Patience is the play.
>> I know, the “P” word hurts our degen ears. 😅
But their record speaks for itself - I'm backing this blockchain...
Hardin Lopez retweeted
Google Trends is a solid gauge for new interest and inflows.
Set aside the novelty factor and the lockdown behind past peaks.
For a maturing asset, we still want this trending back up in mid term, not down, if we’re to resume a peak bull run.
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If yesterday was an emotional whirlwind, I can only stress more importance towards portfolio house keeping and risk management [please see QT] 👇
Low volume Sunday rituals save you money.
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> The macro.
BTC is up an impressive 50% in 3 months. Hold strength above 80k and we're looking very promising for continuation.
> Your portfolio.
How comfortable are you w/ your current holdings if BTC corrects? Are you over trading with too many holdings?
> Your risk exposure.
Everyone's budget and risk tolerance differ. Personally, I allocate top-down, weighting each tier by risk (excluding stables):
1/ Cornerstone Assets - $BTC $ETH
2/ Bluechip / Revenue Infra - $VIRTUAL $MET $IXS
3/ Onchain Conviction - robinhood:0xf44702b17d9abd53815f703e772f35e9c71a53af $META $DEXTF
4/ High R:R Gems - $TSLR base:0xd3e592e728ae3461bd97c7a6b359e1043dd83ba3 $IMP
> Your strengths and edge.
What are you strengths: Research Lowcaps? Trading? Holding Fundamentals? How much time do you have to allocate in this space?
All these questions help to hone your craft and shape questions like risk exposure around.
> Mind & body reset.
Possibly the most important - Health is Wealth ❤️
Hope you found this helpful. Anything missed?
Hardin Lopez retweeted
Onchain is where we cook. Macro is where we time it.
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✅ X - Bitcoin respecting 11 month old analysis
✅ Telegram - Aug 4th: Onchain season announced
✅ 100x Onchain season hit (see pinned)
My timeline is my free alpha + brain dumps to you.
>>> Take what you need and compound.
Reclaim 85k and we're looking good for continuation. Either way, the macro low is in imo.
Free Telegram link to follow in comments or bio.
LONG TERM "BTC" Accumulation Areas - SET 🎯
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HTF bearish bias remains intact, as outlined over a month ago. Price continues to respect bearish market structure, favouring patience.
Key HTF confluence zones to watch -
🎯 74k - March '24 Highs + April '25 Lows
🎯 66k - Nov '21 Highs + Oct '24 Breakout
66K-78K area = Prime Long Term Accumulation region. Scaling in HEAVY here for the next cycle.
What are YOUR accumulation targets right now?
Hardin Lopez retweeted
So Robinhood looks set for an Agentic AI season... 👀
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☑️ Tokenised equities: the core innovation
🔄 Agentic AI: the next wave building on
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✅ One chain + Multiple narrative sectors = Bullish
Time to go hunting for low cap agentic plays.
Hardin Lopez retweeted
☀️ Gm Web3 Fam - Happy UPtober Month 💹
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✅ Quarterly Bullish Engulfing Candle - COMPLETE
Historically, the real movement in volume happens AFTER the 1st week of October. Until then, house keeping Sunday rituals extends (see QT 👇).
Low volume Sunday rituals save you money.
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> The macro.
BTC is up an impressive 50% in 3 months. Hold strength above 80k and we're looking very promising for continuation.
> Your portfolio.
How comfortable are you w/ your current holdings if BTC corrects? Are you over trading with too many holdings?
> Your risk exposure.
Everyone's budget and risk tolerance differ. Personally, I allocate top-down, weighting each tier by risk (excluding stables):
1/ Cornerstone Assets - $BTC $ETH
2/ Bluechip / Revenue Infra - $VIRTUAL $MET $IXS
3/ Onchain Conviction - robinhood:0xf44702b17d9abd53815f703e772f35e9c71a53af $META $DEXTF
4/ High R:R Gems - $TSLR base:0xd3e592e728ae3461bd97c7a6b359e1043dd83ba3 $IMP
> Your strengths and edge.
What are you strengths: Research Lowcaps? Trading? Holding Fundamentals? How much time do you have to allocate in this space?
All these questions help to hone your craft and shape questions like risk exposure around.
> Mind & body reset.
Possibly the most important - Health is Wealth ❤️
Hope you found this helpful. Anything missed?
Hardin Lopez retweeted
Imagine having digital dollars you can actually use for your everyday life.
With @cashi, you can hold, send and spend globally, from shopping and subscriptions to flights, hotels and everyday purchases while earning cashback too.
Stablecoins, but actually practical.
Get Cashi app here: app.cashi.com/Ir0J/lumina
Hardin Lopez retweeted
☀️ gHOOD - Market is down, yes.
🥃 Good news? Healthy market contractions imo.
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BTC is on the verge of printing a bullish engulfing 3 month candle... 👀🤯
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>>> Now that is strength we want to see onchain.
Hardin Lopez retweeted
Replying to @cashi
@cashi is connecting digital dollars with everyday spending.
Hold your money in digital dollars, use your Cashi card anywhere Visa is accepted, and earn cashback on purchases you already make.
A global spending card that makes digital dollars more useful beyond simply holding them.
#Cashi #DigitalDollars #StableMoney
Hardin Lopez retweeted
The best part of crypto might be when you barely notice you’re using it.
@cashi turns digital dollars into something you can actually use day to day.
Hold → Spend → Get cashback.
Simple, practical, and built around everyday spending.
Hardin Lopez retweeted
This is the Cycle for TradFi tokens.
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✅ $DEXTF - Institutional grade infra at $7m Mcap
✅ @Memento_Bc - Keeps ticking higher 🆙
Personally hold the BASE pair for Better Liquidity.
Still makes me chuckle that this is how crypto prices in an institutional grade infrastructure with 100m plus tokenised assets, and Deutsche Bank backing...
You have an absolute monster sitting bottom floored with better liquidity on Base - $DEXTF
Maybe this is the bull cycle that brings clarity to these RWA powerhouses... finally.
It certainly feels like it with Robinhood.
Hardin Lopez retweeted
Mr. Dune Analytics himself is going rogue.
And I'm all for it 👀
> Not following @Adam_Tehc and @tehcscreener?
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You're missing a HUGE PvE asset from your toolkit.
----------
His data has shaped many of my conviction bets. The pioneer of onchain analytics, now building his own.
a journey of a thousand miles begins with a single step
very soon I will be introducing a new home for trench data
follow @tehcscreener
Hardin Lopez retweeted
New blockchains bring new 100x opportunities, but also 100x extracting chancers.
"Quick! Let's copy pasta another launchpad onto this chain and be a... first mover." -🙃
Hey! If executed well... It works! $PONS nailed it 👏
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> Not early? Learn imitation from innovation.
The big money is made when builders use new chains with intention.
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Start with infra + narratives that align with what the chain was built for, for example -
1/ Robinhood + Tokenised Equities aka @longdotxyz
2/ Solana + Casino enabling mechanisms aka $PUMP.
Hardin Lopez retweeted
Low volume Sunday rituals save you money.
-----------
> The macro.
BTC is up an impressive 50% in 3 months. Hold strength above 80k and we're looking very promising for continuation.
> Your portfolio.
How comfortable are you w/ your current holdings if BTC corrects? Are you over trading with too many holdings?
> Your risk exposure.
Everyone's budget and risk tolerance differ. Personally, I allocate top-down, weighting each tier by risk (excluding stables):
1/ Cornerstone Assets - $BTC $ETH
2/ Bluechip / Revenue Infra - $VIRTUAL $MET $IXS
3/ Onchain Conviction - robinhood:0xf44702b17d9abd53815f703e772f35e9c71a53af $META $DEXTF
4/ High R:R Gems - $TSLR base:0xd3e592e728ae3461bd97c7a6b359e1043dd83ba3 $IMP
> Your strengths and edge.
What are you strengths: Research Lowcaps? Trading? Holding Fundamentals? How much time do you have to allocate in this space?
All these questions help to hone your craft and shape questions like risk exposure around.
> Mind & body reset.
Possibly the most important - Health is Wealth ❤️
Hope you found this helpful. Anything missed?
Hardin Lopez retweeted
"Wen next 100x?" - I'll find it... But it's half the game.
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>>> Research finds the 100x. Strategy compounds it.
This bull cycle isn't a flash in the pan - Play it smart:
1⃣ Take the asymmetric onchain bets
2⃣ Rotate wins into infra w/ real revenue + usage
3⃣ Compound profits along the way.
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Leading $HOOD + $SOL infrastructure =
>>> Steadiest growth plays this bull cycle imo.
----------------
Want REAL financial freedom?
The 100x changes your year.
Strategy changes your life.
I want to bring value for both sides, whether you hit the 100x or not... You're covered this cycle.
Hardin Lopez retweeted
Why @longdotxyz will WIN w/ Tokenised Equities imo
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Most launchpads are focused on the token at launch.
@Natan_benish is focused on what happens AFTER.
Long is engineering liquidity for long term, sustainable token growth - and THIS is its redeeming PvE quality you should be looking at.
They’re not just bootstrapping a big LP and hoping liquidity catches up...
Long uses stacked concentrated liquidity across the price curve, so as the asset moves higher, deeper liquidity comes online with it.
>>> SCALED GROWTH - That’s the difference.
Long isn't just a launchpad, it's an incubator.
Tokenization supercycle has kicked off.
This will be a core focus of mine as TradFi tokenizes traditional assets, bringing them onchain and making them composable in DeFi.
This creates nice dynamics onchain:
- StonkFun will continue to be a place with trading opportunities (think we will even be seeing more utility stock pairs), as more alt meme pairs pop up and more assets are listed.
- Longdotxyz seems like a more investable long term ecosystem. Focusing more on projects there that might be memes in the front with novel mechanics being built underneath. Think $AI, $MOO, and $SCHIFFY.
- RWA infra is also a huge investable vertical. Some infra on Solana like $MET, $BP, and $RAY for higher cap exposure. On RH there is a full list of infra being built to enable interaction and integration with tokenized equities.
This is the best time to be in crypto where we are early, optimistic, and there are blue ocean narratives that will take time to explore (and no ceilings in sight).
Waiting to see what other interesting ecosystems and setups present themselves throughout this cycle.
We are in for a wild ride.
“Tokenization, tokenization, tokenization.”
Hardin Lopez retweeted
There's a reason my timelines fluent in $RAXOL
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High Calibre ➡️ High Conviction ➡️ High Content
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You remember when we set 400m targets for $AI
>>> This is just beginning. 70m is charted 🎯💎
Hardin Lopez retweeted
The Post below made Millionaires (if you listened).
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So let me repeat - Launchpads with the same recycled token standards add literally nothing in this game.
Ownership models that bring more accountability to teams, and more trust/value for token holders - takes us ONE step closer to stocks... 👀
>>> You see where I'm going with this one, again.
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That’s why $META eco is a sly one to watch.
And any other new pad that draws more accountability for their incubations (for that matter).
We front ran the tokenised equity cycle with a long.
And now I stand by my thesis on @MetaDAOProject... Some big developments are brewing (See QT).
$FUTARDIO $SOLO $CRED
99.9999% of launchpads are just iterations of the same hollow and soulless extraction model.
With TWO exceptions... Two I'm VERY bullish on:
1⃣ - Robinhood <> @longdotxyz
Reimagining paired liquidity between equities + crypto
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2⃣ - Solana <> @MetaDAOProject
Reimagining token holder ownership + governance
The next generation won't come from better launches.
It will come from better token standards.




































