"Looks like it's time to short Hyperliquid. The narrative around Hyperliquid has always been about their ability to generate fees -- this is a clear chink in the armor.
Combine that with:
* OI hasn't recovered since 10/10
* Plenty of new & good competitors (Aster, Lighter,"
"longed $PUMP here
> still above 1M revenue
> risk indicator, similar to fartcoin at the first tun
> more & more pumpfun memes pumping
> bnb szn over soon???
looks incredible good under ico price"
"Gold is eating Bitcoin's lunch. Bitcoin is now down 32% priced in gold since its August high. This Bitcoin bear market will be brutal. HODLers, sell your fool's gold now and buy the real thing, or have fun going broke."
"I am no insider guys
I had no idea
@zora
would announce smth with
@RobinhoodApp
But I knew Coinbase cabal would send it and by that fact I knew I had to buy every single dip in the
@zora
ecosystem
And I heavily longed $ZORA at 0.5
If you did the same as me you would be up"
"$HYPE once again looking positive after it's MS breakdown.
Seen a -46% drawdown from the local highs. Reclaimed the swing low level of $44. If this level holds don't see why we wouldn't continue the grand higher.
Think allocating in the low 30s was deep value."
"Swapped basically all the ETH I have to SOL & BTC. I was super wrong for a very long time. It's disappointing but no need to keep fighting it. Last few days have made clear in tough times no one is bidding ETH."
"Swapped basically all the ETH I have to SOL & BTC. I was super wrong for a very long time. It's disappointing but no need to keep fighting it. Last few days have made clear in tough times no one is bidding ETH."
"Swapped basically all the ETH I have to SOL & BTC. I was super wrong for a very long time. It's disappointing but no need to keep fighting it. Last few days have made clear in tough times no one is bidding ETH."
"debating running a long $XPL / short $ETH swing pair trade for Q4
--
Plasma should be the ideal place to farm with stablecoins for forseeable future with 8% of token supply allocated to bootstrapping TVL & partnerships with established OG defi protocols on Ethereum
incentive"
"All top crypto projects will have this at some point
Make money use percentage of it to buyback your token
$HYPE and $PUMP have been the best examples, buying up substantial amounts of their circulating supply
$OPEN is the most recent example, completing their buybacks"
"Look here's how I see it and why I added. Either this is the bottom and we go back into bottom range and eventually smash ATH this month.
Or its so fucking over
So if that's the case then I have to bid"
"I warned you all about $XPL.
Why is a payments chain bragging about TVL? Because they’re using token incentives to inflate vanity metrics.
Vanity metrics let them dump more tokens under the illusion of growth. When the incentives dry up...
Party is over."
"I’m re-evaluating my $HYPE positions.
I’ve been a big supporter of Hyperliquid for a while, but it’s time to reassess.
There are two main concerns:
1. Market share
Hyperliquid’s dominance peaked in May. Since then,
@Lighter_xyz
and others have been eating into its territory.
Perp traders are chasing newer platforms with shinier features and better upside potential from airdrop and incentives
I’ve used Lighter for scalp trading. It’s cheaper (0% fee for lower latency) and faster. For that use case, I’d pick Lighter over Hyperliquid as scalp trader.
2. Team unlock
Starting Nov 29 (50 days from now), the team allocation starts unlocking:
216.58K HYPE daily (~$10M/day).
We can’t predict if Jeff and the team will sell, but after years of building, it wouldn’t be irrational to realize some gains.
Even if they don’t, new supply always changes sentiment and it’s worth watching closely. At the end of the day, incentives matter.
Still, this doesn’t mean $HYPE is finished. It could easily have another leg up, but from a positioning view, the risk/reward is shifting.
Other plays offer cleaner setups with less capital and fewer uncontrollable factors.
Happy to hear more catalysts that could invalidate my concerns, such as HIP-3 or HIP-4."
"As part of my tradoooor arc, I'm calling my first shot:
Put in a short on $PUMP
BNB is (and will continue to) steal the trenches from SOL, which means everything down for PUMP.
Tokens, Graduates, Volume, Revenue (and buybacks).
Already seeing this materialize in the data, and I think you will see selloff from trench warriors to gamba on top of people bearposting numbers going down.
Short term trade as I think PUMP is 1 of 2 actually valuable things to come this cycle without massive VC overhang."
"Did the NFTStrategy meta just end?
Here's what happened:
> Checks launch delayed, Max Pain announced instead
> Floor pumps to 1.5eth
> Token launches with a new 99% tax, slows token buy pressure
> Traders don't know about the +0.1eth/minute buy limit on the NFTs, undercut fiesta
> Buy limit meets floor price, 160eth one clipped into the floor. Anyone listed below 1.58eth sells
> No eth left in the treasury, floor drops from 1.6eth to 0.7eth in seconds
What's happening now:
> PainStrategy now the largest Max Pain holder (185+)
> PunkStrategy down 65% from ATH 2 days ago
> All NFTStrategy coins dumping
> Many took losses buying the top of Goblins/Max Pain
> Checks, GVC and Milady slightly down (Still hope?)
Changes I'd like to see:
> The 5 - 10 minute time delays are hurting the token and NFTs. Revert the 99% tax to 95%. Make the buy limit on NFTs move by 25 - 30% of the floor, not <10%.
> Once there's no eth in the treasury, the floor goes to zero, so one clipping into the NFTs creates a pump and dump. Limit how many NFTs can be bought per minute, extending buy pressure, while allowing the treasury to accumulate more fees as they go.
> I heard there's another exploit on Goblintown. Haven't checked if it's true, but if it is, it's the 5th bug? No idea who their devs are, but it sounds like they need a new one.
> Comms suck. Announce changes in advance, make the buy limit and tax structure clear, and avoid last second changes at all costs."
"Planned the trade & exiting the trade according to plan. Bought $580s $BNB and now taking 90% tp2 profit here at $1298. Kept 10% for a moon bag.
Been a great trade. would re-enter 800-900 as I absolutely think it
@binance
goes higher HTF but I also believe its overextended (plus I have sig exposure via $BNC in my brokerage)."
"Eth - long range with distro looking toppy also caught attention off bullish defi shit out of Washington expect retrace dunno fake thesis to explain chart maybe"
"Eth just broke a 1.5 month range to the downside, btc may hold 100k and chop around but I don’t think alts will perform well at all in the midst of that chop
Expect ethbtc full retrace again, you all once again fell for a brief eth rally and got very bullish in a long distro"
"Pump funding was getting fairly egregious while rest of market falling some, could see some down/sideways for a bit depending on action early week into fomc or whatever fuckin fed event is this week (I stopped paying attention post 22/23), using prev ath level as a pivot"
"Some poeple support others. Some poeople bring them down cus they have nothing going on for themselves
some will go down forever as haters in the space
@__O_M_L__
is not for the faint
Its evident to see that who wants good for the space and who doest
if this doesnt make u"