futuremilli

i still like the long-term thesis around Hyperliquid, but the next phase of growth is going to be important right now, much of the momentum is coming from tradexyz, while crypto trading activity has slowed and the existing trader base hasn't expanded significantly i want to see Hyperliquid reach a much larger audience, similar to how Robinhood added millions of new customers as retail trading grew partnerships with Kraken and other regulated front ends could help make that possible the bigger opportunity is Hyperliquid becoming the underlying liquidity infrastructure for a wide range of financial platforms current revenue matters, but i'm more interested in how much that network could grow over the next several years

a look at Bitcoin's failed breakout, key support levels, higher-low setups, Ethereum weakness and Gold's recovery 0:00 - BTC failed breakout and downside risk 9:25 - BTC vs Gold and macro concerns 15:25 - BTC support, higher lows and entry setups 32:00 - Weekly bearish signals and key demand 40:05 - ETH weakness and Gold's recovery november 9th, 2026

i'm starting to pay more attention to where capital could rotate if AI stops dominating equity returns Apple, Microsoft, Amazon and Google look better positioned to me than many of the memory and semiconductor names because they control more of the technology stack and have diversified businesses AI has driven so much of the market's performance over the past few years, but i'm interested in which sectors and undervalued companies could attract capital if that trend slows down there's also growing political uncertainty that could make investors more cautious in the near term figuring out where the next major rotation happens is one of the things i'm focused on right now

the possibility of nuclear weapons being used in the Iran conflict is something i've been trying to understand Tucker Carlson recently raised concerns about a potential US nuclear strike on an Iranian mountain facility, although the claim remains unverified i asked Mark about how realistic that scenario actually is, and his experience serving in a nuclear-armed artillery unit gave some interesting historical context tactical nuclear weapons have been part of military planning for decades, and the risk of escalation is something worth taking seriously

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