took a good whole month off and back to the desk
and some market thoughts before today's macro event
Post-Jackson Hole Macro
Itās been quiet since Jackson Hole, but letās recap what actually changed:
Powell made a meaningful policy shift ā
The Fed is now officiallyā¦
took a good whole month off and back to the desk
and some market thoughts before today's macro event
Post-Jackson Hole Macro
Itās been quiet since Jackson Hole, but letās recap what actually changed:
Powell made a meaningful policy shift ā
The Fed is now officiallyā¦
big dips are a healthy part of every asset's lifecycle
- you need a turnover of risk from early winners to new holders, the more turnover you have the better and a new class of entrants (usually more sophisticated/higher capital) will start with a higher cost base and haveā¦
(1/5) Hyperliquid Fee Growth YTD 2025 š§µ
- 15.4% avg MoM growth
- 121.2% growth from January --> August
- 290.1% annualized CAGR
- $3.67M avg daily fees in August
- 3 record fee months in a row
No signs of slowing down
Some more stats / thoughts below š
Whatās the hype about HYPE?
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feels like to me last night's nuke was entirely caused by the big BTC/ETH swap and subsequent nuke of alts due to MM rehedging across the board (according to the smartest person i know)
my expectation is that stocks + tradfi will resume higher this week as i think j-hole lastā¦
FYI: my quant @CredibleCrypto gave the alpha 2 weeks ago.
Scenario 2 playing out to the dot.
If you werenāt ready⦠youāre probably not following the right people.
video linked below if you're interested.
Hereās What I Think Is Criminal: $HYPE still under $50
Disclaimer: I own a little over 10,000 $HYPE tokens staked to get discounts on trading fees. I donāt need you to pump my bags. Ever.
Most tokens rely on vibes and promises. $HYPE is different - its tokenomics are engineeredā¦
if u are feeling bad about price action read this:
2.7% CPI inflation (very close to fed target rate)
4.25%-4.5% base rate (loads of dry powder to lower)
pro-crypto US President (never been seen before)
pro-crypto SEC (never been seen before)
BTC + ETH ETFs
DATs
crypto to beā¦
you have limited time to accumulate hype tokens.
gates are closing.
after $1m entry requirement activates, you're either inside or forever outside the $29b volume ecosystem. no secondary markets, otc deals, or bridges will grant access.
hyperliquid membership; the permanentā¦
If youāre new to crypto, do yourself a favor and tick these off:
- read the Bitcoin whitepaper
- learn about Ethereum and smart contracts
- read about early DeFi innovations (AMMs) and stories (like Sushiās vampire attack)
- buy an NFT you actually like
- buy some memecoins onā¦
so lemme get this straight
CPI lower than expected
rate cuts coming next month
tommy lee to buy another $20bn in ETH
and half my timeline still debating if it's the top
so much higher.
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