As @HyperliquidX becomes the leading venue for TradFi Perps, the volume of these assets will account for a big % of the total volume.
It traded $1B+ of Silver futures in 24 hours, reached over 25% of total volume, and HIP-3 OI went from 2% to +12%.
The opportunity is potentially bigger than crypto itself given the innovation and first-mover advantage:
• Decentralized onchain settlement
• 24/7 markets
• Transparent and fair execution
• Perpetual swaps instead of the old boring futures contracts with expiry.
Because equities, commodities, FX, etc. aren’t necessarily correlated to crypto, $HYPE will start generating a large portion of fees even under low volume regimes in crypto.
Thus potentially becoming uncorrelated as revenue is persistent over time.
Imagine a crypto asset that can go up regardless of what BTC is doing because of its growth potential and revenue capture. A moment when a crypto product is valuable itself without a big dependency on the overall market.
TradFi perps is equivalent to our DeFi 1.0 moment, and offers the highest potential of 2026 in our space.
HYPE gave us $20 at P/E ≈ 10 just before the next growth story heats up. And it’s growth what really boosts prices higher.

$PURR pre-market at $4.08
price discovery on this one will give a further reflexive nature to $HYPE

Basket of assets already with a good safety margin.
≈ 11-12% up if split evenly.
I personally went heavier on HYPE. If you buy these ones, you can chill. Establish SLs for good risk management to have a full cash position.
I’m being mindful of FOMC this week, but feel the R:R is skewed towards the upside:
• More cuts to be priced in the forward curve. Currently only ≈ 50 bps with a new Trump’s appointee from May onwards.
• The move in Japan is more about front running and less about real intervention. MOF hasn’t said anything yet.
• Inflation swaps re-accelerating. Potential rate cuts will make real rates to roll over.
• Gold $5,100 and Silver $117. Even if 1-5% of the wealth effect created by these assets go into BTC we will see a significant bounce. BTC $100k+ will bring this money into the asset imo.
• Not forgetting mid-term elections.
These 5 assets should benefit from improved liquidity conditions.
$hype and $lit -> bet on tradfi perps market to highly increase. Clear selling absorption on both assets. As Hype leads and tradfi perps pie grows people will realize that even a small % captured by Lighter should reprice it higher, especially as the ratio w/ hype gets bigger. Future speculation about = robinhood dex will send it higher too.
$pump -> almost 20% circ. supply absorbed below ICO prices with revenue above HL sometimes. The revenue-to-HL ratio went from 37% in October to 71% in January while mcap ratio has decreased. No unlocks until mid july.
$btc as SoV and main benefitiary of the gold/silver trades, more pricing of rate cuts, and real interest rates rolling over.
$zec as the main privacy trade, giving another +ev entry close to $300

The chart supports @ericonomic’s thesis about selling pressure being absorbed.
• Very similar RSI conditions on oversold territory to March-April bottom, forming bullish divergence.
• Similar duration ≈ 4-month downtrend
• $10 vs. $20 rounded levels
• OBV stopped downtrend, is currently accumulating and leading with a potential breakout
OBV (On Balance Volume) measures whether volume is flowing into or out of an asset, or supporting or diverging from price, and tends to be a leading indicator.
While price made a new lower low, OBV shows absorption and re-accumulation and is attempting to breakout here.
Next, we will see price flip the daily MA and Supertrend for further confirmation.
All of this with the support of improved fundamentals, specifically around HIP-3 markets making new records in volume and OI (another clear divergence).

$SERV progress in simply one week:
> Model deployed across 10+ enterprises & UAE Gov’t
> Paper made it to 1% Scientific Journal, co-authored by an Nvidia researcher
> Announced $1M founders fund to run their apps on OpenServ
> Basically the Clawdbot of crypto: Autonomous Startups
> 1st launchpad TGE did a 10x+ for holders, with other 4-5 deployments confirmed by utility-focused projects
> Coming to @solana soon, most likely February
Tell me any other low cap playing at this level. One of the few ones worth holding for me.
People sleeping on this one.




We're bringing autonomous startups to @solana.
Founders building on SERV will soon have the option to launch on Solana and Base — from day one.
More details on Solana support coming soon.
tbh it’s kinda crazy that we all are installing these AI tools such as Claude Cowork, Clawdbot, etc. on our computers and giving access to absolutely all our information without any hesitation
how safe this is, especially in handling crypto on a daily basis?
how long until we see an immense data leak with private information or agents downloading malware that you blindly approve
most of this is still beta / experimental
would highly recommend enhancing your OpSec and research best practices for these specific embedded AI tools
$BTC is at a -19 deviation from the WMA200 when measured vs. $GOLD
-14 levels have previously marked bottoms vs. both Gold and USD.
we are currently entering levels only seen during FTX collapse (reached -34)
also weekly RSI below 30. This only happened in Dec’18 and Jun’22
The nuance here is that this time, more extreme levels are being reached due to high outperformance of Gold on the upside while BTC remains week — instead of simply higher beta of BTC on the downside.
Whereas gold might see some pullbacks, if you think that it is to retain this valuation, BTC can again be considered cheap enough vs. gold to justify a long-term investment.

and because @Plasma integrated Near Intents, you can now do things like
• transfer 500k USDT from @trondao for only $1
• swap 500k USDC from @solana to 500,448 USDT0 on Plasma
And soon: Near Intents w/ STP (Stablecoin Transport Protocol) are bringing all genius-compliant stablecoins at 1:1 rate.
Swaps, payments, transfers.
Plasma’s stablecoin game just leveled up thanks to @near_intents
Stablecoin-focused app: @0xStableFlow






































