jojo.hl retweeted
LATEST: 🇺🇸 Hyperliquid founder Jeff Yan told Bloomberg that US regulators should police the firms building on the network, not the blockchain itself.
jojo.hl retweeted
🚨 MASSIVE CRASH: 🇮🇩 Rp 848,000,000,000,000 ($47 BILLION) wiped off Indonesia’s stock market as stocks plunge around 11.5%.
The biggest daily drop since 1998.
This is insane...
In August, President Trump said the CFTC was working on bringing a crypto platform called Hyperliquid into the United States "in a fully compliant and legal fashion.” What exactly is Hyperliquid?
CEO and Co-founder Jeff Yan joins @TheStalwart and @tracyalloway on the Odd Lots podcast to explain how the platform works and how he plans to bring the entire financial industry onto Hyperliquid. Listen at bit.ly/3PsKJKY or watch at Bloomberg.com/video.
jojo.hl retweeted
Don't confuse a bull market correction with a bear market. Bitcoin is still in the early bull phase. BTFD.
jojo.hl retweeted
JUST IN: Anthropic study finds AI & robots together are already capable of performing tasks covering 81% of U.S. employment.
Readers added context they thought people might want to know
The Anthropic study measures technical exposure of ~80-81% of US job tasks (by working time) to LLMs or robots (mostly limited/structured settings for robots); robots are cost-competitive for only 0.3% of tasks with major barriers.
anthropic.com/research/what-…
jojo.hl retweeted
Introducing Ondo Private Markets.
Tokenized exposure to industry-defining private companies, with 24/7 trading.
The first market is now live.
As leading companies stay private longer, retail investors miss out on some of the largest wealth-creation opportunities. Even with access, investors may have to wait years to sell.
Ondo Private Markets changes that, giving eligible investors exposure to leading companies before they go public.
Investors can trade permissionlessly on a secondary order book 24/7, entering, exiting, or adjusting their exposure before an IPO.
Starting with AI, Ondo Private Markets offers exposure to leading companies in robotics, cybersecurity, biotech, infrastructure, and more.
The first market is just the beginning. Ondo is building toward the broadest selection of private-company exposures onchain and the most liquid market for trading them.
jojo.hl retweeted
🔥 NEW: Standard Chartered forecasts a roughly 7x rise for $ENA to $2 by end-2028 on the growth of yield-bearing stablecoins.
jojo.hl retweeted
AI is machine-native intelligence and crypto is machine-native money. Both AI and digital assets translate real-world inputs into formats machines can use. Our latest research looks at why that connection could become increasingly important as AI evolves. blackrock.com/us/individual/…
jojo.hl retweeted
🔥 NEW: Ondo Perps launches 24/7 spot trading for tokenized stocks and ETFs, letting traders use holdings as collateral for perps and run the basis trade on one platform.
jojo.hl retweeted
Hyperliquid coded
BREAKING: Nvidia, $NVDA, is launching the largest stock buyback in US history, worth $235 billion.
The company just announced that its board has approved a $150 billion increase to its share-repurchase program, bringing the total buyback authorization to $235 billion.
jojo.hl retweeted
GLOBAL BOND MARKET CRISIS IS HERE.
🇺🇸 US 10Y yield hits 5.167%, a 19-year high.
🇺🇸 US 30Y yield reached 5.45%, a 22-year high.
🇯🇵 Japan 5Y yield hits 2.40%, a 31-year high.
🇯🇵 Japan 10Y yield hits 3.09%, a 30-year high.
🇩🇪 Germany 10Y yield hits 3.62%, a 17-year high.
🇫🇷 France 10Y yield hits 4.73%, an 18-year high.
🇫🇷 France 30Y yield hits 5.25%, a 24-year high.
🇦🇺 Australia 10Y yield hits 5.44%, a 15-year high.
Historically, whenever global bond yields have surged like this, a recession and stock market crash has happened.
jojo.hl retweeted
The US Dollar has lost -23% of its purchasing power since 2020.
In other words, if your assets are up +30% since 2020, you have effectively just broken even in real terms.
Inflation has now been above the Fed's 2% target for 60-straight months, and the bond market knows this.
Own assets or be left behind.
jojo.hl retweeted
The presumption that the Fed raising short-term rates reduces inflation is predicated on the belief that higher rates reduce demand and investment.
But what if higher rates don’t reduce demand and investment because the demand for intelligence and energy is unaffected by higher rates because winning the race for super intelligence has a near infinite ROI and the demand for compute will remain incalculable.
Why won’t higher rates at this unique moment in history therefore lead to more inflation as interest costs are embedded in everything?
And the problem is compounded as the more the Fed raises rates, the more inflation we will have and the more the Fed will need to raise rates further and so on.
But what if the old models don’t apply to the current paradigm and the Fed is wrong?
I think the Fed might have just made a mistake. Am I right or am I wrong?




























