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

yo

lmao this is hard

We're Fucked... w/ @banks - Presented by @Polymarket nitter.gq/i/broadcasts/2WXEErayL…

Zcash has been one of the strongest assets in crypto recently, and i'm watching how it holds up if we get a deeper market correction i think the privacy thesis could become increasingly relevant as political and regulatory scrutiny around crypto grows the combination of privacy features, concerns around quantum computing and growing interest in alternatives to transparent blockchains makes ZEC interesting to me

i think we're getting close to a short-term relief bounce in equities after this aggressive sell-off the Nasdaq looks pretty stretched to the downside, and i wouldn't be surprised to see some consolidation or a bounce heading into the weekend crypto has held up relatively better so far, but i don't think we've seen the same level of selling pressure that hit some of the major equity names i'm still leaning bearish on the broader market and expect more downside next week, even if we get some temporary relief first

oil is starting to look interesting to me at these levels every time there's a headline about a potential ceasefire with Iran, oil sells off, but the price tends to recover when there's no actual resolution if the conflict continues and the Strait of Hormuz remains disrupted, i think there's a reasonable case for oil moving higher again the chart is also approaching an important historical level, which makes the risk/reward worth watching

why'd bro son me like that

i think the memory trade is starting to look pretty exhausted after the massive run in names like SanDisk and Micron the recent sell-off has been aggressive enough that a short-term relief bounce wouldn't surprise me, but i expect these stocks to spend some time consolidating when you get parabolic moves like this, there are a lot of investors sitting on significant gains, and that creates selling pressure the bigger question for next year is how AI demand develops, especially inference workloads and how much the major tech companies continue spending on infrastructure i think those capex decisions will be a major driver of where the memory sector goes next