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David HoffmanNov 06, 2026 at 05:02 am
I record with tomorrow Things I wanna talk about: - Exchange businesses (, , ) - Options vs Perps, when to use either - Post-Midterm Outlook on Crypto - Hard assets (, ) vs Revenue assets What else would you like to see discussed? -
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VirtualBaconNov 04, 2026 at 05:17 pm
I'm watching , the token of Lighter, a Hyperliquid rival. It said on its Q3 call it will file with the CFTC this month for US perps (futures with no expiry). Whatever Hyperliquid gets, I think Lighter gets later. Hyperliquid pumped and Lighter fell, so to me it's cheap -
CryptoCondomNov 04, 2026 at 12:46 pm
remains one of the ugliest charts out there. Expecting rapid decline below the 200 EMA of $58Lithium prices have broken below CNY 100,000/tonne
Citi lithium 3 month target forecast cut 40%, from $20,000 to $12,000/tonne
Blue Wave will slow the AI boom and result
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EricNov 04, 2026 at 01:21 am
Once again truly just no clue how isn't trading at $10+ already The CFTC just let perps on individual stocks trade on US regulated exchanges Lighter of course already does this offshore with a huge menu of stock perps plus the Robinhood Chain offering that keeps adding@ChairmanSelig Releases Statement on Equity Perpetual Futures: https://cftc.gov/PressRoom/PressReleases/9319-26… -
Doğu TekinoğluNov 03, 2026 at 05:28 pm
Which coins do you think held up the strongest in the last drop? It's important to note these down because when the market turns, they're going to rip hard. I've been saying $LIT for months. Even though the market's been trash, it's not just refusing to drop—it's slowly -
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