if you think any of these billions is going to go to buy your bags, this is not 2021 anymore
all that money will go to CeFi equity — kalshi, polymarket, kraken, mesh, fun, moonpay, bitgo, anchorage, figure, copper, fireblocks, etc
it will have 0 impact on anything you can have exposure to
market has changed and almost nothing relevant is launching a token
"cashback" has become boring.
used to be a fun surprise you got for staying loyal to a trading bot. now everyone expects it and discounts it from fees.
@SigmaTrading just changed that.
Most innovative feature the trenches have seen in a while, ggs
We love degen innovations. And to give the opportunity to users to make even more money 👀
Only on @SigmaTrading, so make sure you sign up.
Whether you make millions in volume onchain or only a few trades, there's no reason to miss out on this.
We've been pretty quiet about what we're building. That changes now.
Our reasoning framework is currently beating every @OpenAI model on industry standard benchmarks. There are six models in development. SERV-nano just matched GPT-5.4 at 20x lower cost and 3x the speed. The
an independent fund published a thesis on why reasoning efficiency is the next investable layer in AI.
they picked @openservai - UAE gov and 10+ enterprises are already using it in production.
Something I had to ask myself some months ago:
> What things can I do today that I won't be able to do in 10 years? maybe in 5 years?
It really clicked.
We now spend our lives trapped in an endless loop of cheap dopamine, busy sitting at a desk in front of a screen, consumed by social media, chasing money at the expense of aliveness, and estimulated by materialistic needs.
That feeling of "I will always have time" is a trap.
You won't.
Life is only squeezed when you understand it's ephemeral.
There's an ever-increasing trend of people spending more time seeing how others live in social media vs. their time actually living their own meaningful experiences.
Information that is purely noise. Endless down scrolling.
And it doesn't matter how much you progress, how well your life is set — the algo will make sure to find people that are doing better than you, forcing the inevitable comparison.
Pure dissatisfaction.
It's just sad.
Never have I seen a rich guy sitting at Cipriani with an AP being happier than a normal guy getting lost with some friends in Indonesia or Brazil.
Don't be the guy that have regrets when you are old. Pursue aliveness.
Also work hard. Be ambitious. Get money. But do it with purpose! That's the key.
Just don't follow the same rat race in a bigger league.
I've seen people who weren't fulfilled at $2k/mo or $50k/mo. At $0 NW or $1M+ NW.
It doesn't matter what you have if you don't know how to use it, or can't use it. The best things in life aren't bought, but lived.
People get in the same rat race, with bigger sums. In the same status games, with more expensive things. The same comparisons, but now more frustrating.
Detach from all of this by asking yourself what you won't be able to do in a few years time. You will start giving more importance to it, caring less about what the world says it matters but it doesn't.
And start doing more of them, today.
$100-150 $HYPE will come via P/E expansion while Growth Mode remains activated
> Grow TradFi volumes, keep revenue consistent
> Market shapes a growth story: what happens when Growth Mode ends and it makes all this extra revenue?
No possible bear case anymore for "high margins priced to perfection"
See P/E expand.
Still far from CME, Robinhood, or Coinbase, which have, arguably, smaller growth potential relative to the industry and depend mostly on wide-market conditions.
HIP-3 on growth mode is like "mainnet launch" in 2021.
One of the main bear takes on $HYPE on this app was that the margin was already so high that it couldn't grow more, and would only lead to more competition.
However, HIP-3 markets are highly growing on growth mode with very reduced fees.
This contradicts the bear case that many people claimed and, instead, creates a growth story.
> What happens when Growth Mode ends?
This leads to revenue projections that will rerate its valuation, inducing fomo, as the value-capture of Hyperliquid on TradFi markets has no ceiling relative to where it stands now.
And if they replicate in TradFi their position in crypto — where they are the absolute winner with immense margins — the pie could get so big that its current P/E ratio makes it incredibly undervalued, and should put it closer to Robinhood or Coinbase under the same revenue generation.
$HYPE has been a defensive asset during this crypto winter, showing resilience of revenue and constant buybacks.
But HIP-3 with Growth Mode makes it again a growth story, much more appealing than ever before.
No critic can now argue that their margins are close to perfection. All the opposite — we are far from that.
did you know that if you made this swap on Near Intents with Confidential Mode, no one would know
as someone who is close to the team and has seen this being built, I can say this is likely the biggest upgrade to the @SigmaTrading router since it launched years ago.
every trencher here uses like 3 or 4 different trading bots/terminals. Each for a specific thing.
and when a
the "Madman Theory" popularized by Nixon is one of the main frameworks of the ongoing conflict between US, Israel, and Iran
everyone sitting at the table is adopting this posture
> this theory says that the appearance of irrationality makes non-credible threats as credible and adversaries tend to back off
it's a case study of game theory, especially under mutually assured destruction regimes
although effective, it assumes the other side is rational enough to flinch. When one player does it, it works well.
but everyone here is playing to be the madman and that's why we all see things that we consider irrational from all fronts
everyone is rational at their own game, while playing irrationality to the eyes of the enemy
using a poker analogy – this is an escalating bluffing game, where your bets go higher to keep playing, to see the next card.
but what happens if you are caught bluffing?
everyone goes at you with everything they have; the whole table turns on you.
that's the risk everyone is at right now
and because no one wants to get caught, you have to wonder: how far is each side willing to extend the bluff?
How much collateral damage are they willing to absorb just to maintain the appearance of being the craziest one at the table?
Who has the capabilities to last longer, and out-bluff the other?
Once irrationality escalates, who losses the most when it's revealed that irrationality was a mask?
Who can move forward with his bluff given no other chance, and can just swallow it?
I find this framework fundamental to understand, whether you are close to the conflict or you are trading markets.
as someone who is close to the team and has seen this being built, I can say this is likely the biggest upgrade to the @SigmaTrading router since it launched years ago.
every trencher here uses like 3 or 4 different trading bots/terminals. Each for a specific thing.
and when a new chain, dex, or launchpad get to market, you need to look for the 5th tool that supports it
Sigma now eliminates all this hurdle in a space that gets more and more fragmented, where the opportunity to make a profit resides on whether you are truly (truly) early, or have some advantage.
> it means that now it can support any chain, dex, launchpad, and launch mechanism AS SOON AS they are released
immediate support for all new stuff
next time something new launches just go try sigma, and don't miss the next big runners wherever they are