crypto trading & research | tweets cryptic, stacks crypto🧢 | hype '24 | Everything is a fractal 🌊 | Market cyclist of 2017 🚴🏽

thoughts are my own , NFA
Joined April 2009
Lance UP 🐈‍⬛ retweeted
16/ But my current working assumption remains: The real euphoric phase likely comes later. And the truly difficult period may actually arrive after the AI expansion fully matures — when markets eventually have to separate hype from reality.
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Lance UP 🐈‍⬛ retweeted
4/ ETF flows are also interesting. Spot ETF accumulation continued building even while price corrected. Institutional capital kept buying weakness while retail sentiment deteriorated. That’s usually not how dead assets behave.
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Lance UP 🐈‍⬛ retweeted
3/ What does stand out: • funding turned deeply negative • positioning became heavily defensive • LS ratios leaned bearish That tends to happen closer to lows than euphoric highs.
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Lance UP 🐈‍⬛ retweeted
1/ My current base case remains that the broader cycle is probably not finished yet. Not because risk has disappeared. Not because valuations are cheap. But because the larger structural backdrop still looks more like a correction within a secular expansion than the end of one.
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Lance UP 🐈‍⬛ retweeted
Saylor, and DATs in general, have poisoned the well At a time when Bitcoin should be a pretty interesting hedge to impending real world physical shutdowns, all people are concerned about is whether Saylor can leverage a Luna-style yield ponzi to buy more coins
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Lance UP 🐈‍⬛ retweeted
S&P Dow Jones Indices and trade[XYZ] have joined forces to launch the first official S&P 500 perpetual contract, available exclusively on Hyperliquid. For 69 years, the S&P 500 has been a defining reference point for global finance. Until now, access to that benchmark has been shaped by market hours, intermediaries, and geography. Today, that changes. The S&P 500 perp is now available 24/7/365, anchored by the official index data required for deep liquidity and institutional confidence at scale.  SPDJI helped define modern indexing. They are stewards of an iconic benchmark, the standard against which portfolios across the globe are measured. We are honored to bring that legacy on-chain. Trade[XYZ] is bringing the world's most iconic assets towards a future of global, continuous markets — a future powered by Hyperliquid.
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Lance UP 🐈‍⬛ retweeted
The Philippines is staring down a double-barreled shotgun. It's loaded with... 🚨Soaring oil prices📈 🚨Plunging exchange rate📉 This, coupled with a near-total dependence on imported oil, very little domestic refining capacity, and no reserves whatsoever beyond private company stocks, is a recipe for P100-per-litre diesel/gasoline prices. Oh, and the government also sold 1/3rd of the nation's gold reserves over the past five years while most other central banks have been accumulating it like crazy. That's US$10 billion worth of gold the Philippines no longer owns. I would have paid for 100m barrels of oil, equivalent to 6-7 months of consumption.
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Lance UP 🐈‍⬛ retweeted
China knows exactly what this does. Their domestic version of TikTok caps kids under 14 at 40 minutes a day, locks access between 6am and 10pm, and swaps the entire feed to educational content. Science, history, museums. The version they export to everyone else? Unlimited, unrestricted, pure dopamine on demand. When kids in the US and China were asked what they wanted to be when they grew up, the number one answer in America was influencer. In China it was astronaut. Macron calls this a cognitive war. Export what dulls young minds and keep what makes them intelligent for your own population. This is the most effective weapon ever deployed against a generation’s ability to think.
Addiction to short-form videos reduces brain activity in the frontal lobe weakening the ability to focus.
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Lance UP 🐈‍⬛ retweeted
Life is fucking electric bro. Don’t fall for the doomer shit. That’s for losers and normies scared of their own shadows. Walk around like God sent you and smile at everyone you see. Spread light and abundance. Build things and take chances. This is the best time in history!
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Lance UP 🐈‍⬛ retweeted
I spent 100 hours over the past week researching, writing and editing the piece we just put out. It’s a scenario, not a prediction like most of our work. But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get expensive. And we’ve released it for free. Hopefully you enjoy it. citriniresearch.com/p/2028gi…
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Lance UP 🐈‍⬛ retweeted
Today, we’re introducing Pomelli’s latest feature update, ‘Photoshoot’ With Photoshoot, you can start from a single image of your product and easily create high quality, customized product shots to elevate your marketing. Available free of charge in the US, Canada, Australia & New Zealand! Get started with Pomelli today at labs.google/pomelli
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Lance UP 🐈‍⬛ retweeted
I’m excited to support the @HyperliquidPC launch. The Hyperliquid ecosystem needs a policy voice that represents our core values in DC. I’ve gotten to know @jchervinsky and seen his principled and unwavering support of defi over the years. There is no better person to advocate for Hyperliquid and defi broadly in this critical time in policy discussions. HPC will champion the message that Hyperliquid and defi align with core American values: transparency, fairness, and financial freedom for all. Since the chain’s genesis three years ago, Hyperliquid has pushed the limits of decentralized financial infrastructure. It’s been an honor to work with such a passionate and diverse group of builders toward the ambitious goal of housing all of finance in a fair and transparent system. However, this decentralized stewardship and development meant that Hyperliquid lacked a unified voice in important policy discussions until now. At this point, Hyperliquid has grown to where “housing all of finance” is more than a tagline. There is a tangible and urgent possibility of upgrading the tech stack of the existing financial system, bringing immense value and accessibility to everyone. Democratizing finance requires education and advocacy for laws that protect users and builders alike. Global financial regulation will be shaped in the United States, and we must work to ensure that these new policies thoughtfully embrace the potential of the new financial system enabled by Hyperliquid. I’m confident that the team at HPC will take on this challenge and push for a clear, regulated path for defi to thrive.
We are Hyperliquid Policy Center. HPC is a research and advocacy nonprofit focused on advancing a clear path for decentralized finance to thrive in the USA. We will introduce policymakers to @HyperliquidX and bridge the gap between law and next-generation market infrastructure.
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Lance UP 🐈‍⬛ retweeted
The Hyper Foundation will contribute 1M HYPE tokens to support the creation of the Hyperliquid Policy Center. The tokens will be unstaked later today. The Hyperliquid community will benefit from having representation in Washington, D.C., and we are confident that under @jchervinsky's leadership, the Hyperliquid Policy Center will have a meaningful impact in favor of clear regulations for decentralized finance.
We are Hyperliquid Policy Center. HPC is a research and advocacy nonprofit focused on advancing a clear path for decentralized finance to thrive in the USA. We will introduce policymakers to @HyperliquidX and bridge the gap between law and next-generation market infrastructure.
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Lance UP 🐈‍⬛ retweeted
The number of active traders on Hyperliquid has increased to 203,021, approaching its all-time high of 216,000 in November 2025.
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Lance UP 🐈‍⬛ retweeted
Our dashboard is up. It shows live pricing of the HYPE token and our stock price, with our HYPE holdings, cash balances and share count updated weekly. Our goal is to provide shareholders with transparent and easy to understand information in order to make informed investment decisions. We will be adding and improving to this over time. All comments and criticisms are welcome (and encouraged!). Hyperliquid. @HypeStrat $PURR hypestrat.xyz/dashboard
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Lance UP 🐈‍⬛ retweeted
I could have rugged and ran away, everyone but the most faithful turned their back on me, the crowd called me a scammer just because a 125x floor pump did a retrace, even if I never extracted, never tried to do another mint, never hitlered something on my community, etc, etc. Hypio still would have its provenance, lore, wealthy holderbase, v.v... Everything would have been okay. A lot of people would have done it, tbh, in my shoes. And a part of me wants to go, take a vacation, trade again, enjoy my spoils. But the job's not done. Our team are the largest holders of Hypio NFTs and they will make great gifts that can buy a home for our children after we have cemented our legacy. We still have a lot of work to do here. We're going to chip away everything that isn't "HYPIO" in this next phase, and you'll understand, negativity is a purification. The opposite is true. A Hyperliquid Remilio derivative now have Milady's Mandate of a Heaven. HN
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Lance UP 🐈‍⬛ retweeted
Day 429: How to earn 4% APY on your Polymarket stables Polymarket is paying ~4% annual interest on the 2028 election winner market to keep long-term pricing accurate. Here’s how: > go to to polymarket.com/rewards?via=d… > Search for JD Vance > Split shares with your available USDC This converts every USDC into 1 YES and 1 NO share, so you’re delta-neutral while earning ~4% APY with zero exposure to price movement. Rewards are paid daily around 00:15 UTC. When you want to take a new bet again, just click “merge shares” and your USDC is instantly available. Takes about 30 seconds to earn some free money
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