victor @0xtwochen
Joined June 2012-
Tweets281
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Followers1K
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Following1K
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@AviFelman Fully agree with this take in the long run. May be a bumpier road in the short term tho as it’s happening at a much faster pace than prior disruptive technologies and impacting more industries
@arthur0x Could’ve gone either way. I think Nvda holds up if more in line employment and 10-Q, which lifts all boats as AI bubbles continues. But would’ve only lasted a few days before a derisking event ahead of December
@arthur0x Nvda 10-Q was bad. Made circular AI spend more obvious to market. Stronger Sept employment data also weakens case for December rate cut. Leaving only negative macro catalysts ahead (eg delayed October data, Dec fed meeting). Weak hands frontran Nvda earnings so fear based selloff
@NMTD8 I like this in theory but then all the short OI will just move away from Hyperliquid causing books to be less liquid
@kirbyongeo So great meeting in person! Thank you, @NarwhalTan and @0xVelocity88 for hosting such an epic event
@thesamparr Surprised Seattle isn’t on the list!
victor retweeted
Your goal this year is to trade for PnL. My goal this year is to trade for VIP tier Lululemon merch. Hyperliquid.
@ThinkingUSD idk if i'd own the equity either considering there would unlikely be a liquidity event. Management team integrity just as important and can result in deceivingly bargain valuations
@TheFlowHorse Should be a nonevent. Markets already pricing no cut in June
@JamesWynnReal Respect for owning up to it and not blaming others for it. Wishing you the best of luck
@JamesWynnReal Don’t think anybody is hunting you as you’ve been $100-200 away from liquidation a few times but saved
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