Market Bubble

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my trading style has changed a lot over the years i used to spend much more time watching charts and reacting to every move. these days, i'm a lot more selective with my setups i still pay close attention to lower timeframes when i expect major liquidations or a significant market turning point, but outside of those moments, i'm comfortable moving slower trading is something you can keep improving at for decades, and part of that process is learning when your attention actually matters more hours staring at charts doesn't necessarily mean better trades

the partnership between ICE, the parent company of the NYSE, and tradexyz is a pretty significant development for Hyperliquid i've always thought perpetual futures were one of the best financial products to come out of crypto, and i expect them to become much more widely used in traditional markets Hyperliquid has a real opportunity to become part of the infrastructure that powers trading across different asset classes there's also a bigger stablecoin angle here. As more assets and trading volume move onchain, demand for dollar-denominated liquidity could grow significantly i'm increasingly optimistic about the long-term convergence of crypto infrastructure and traditional finance

i think some of the biggest opportunities around Hyperliquid over the next few years could come from the applications built on top of it equity perps are particularly interesting to me. Hyperliquid is heavily focused on infrastructure, which leaves room for teams to build better mobile trading experiences and gamified front ends i'm also watching Kinetiq and its upcoming Elysium L2 HyperEVM has struggled to attract significant activity, and a faster execution environment could create new opportunities for developers and applications across the ecosystem i expect the next phase of competition around Hyperliquid to be increasingly focused on the user experience

i'm getting more cautious on risk assets as the momentum in equities starts to weaken stocks have had an incredible run since late 2022, with AI leading much of the upside, but we're starting to see signs of slowing momentum and pressure on some of the largest companies if equities enter a broader correction, i expect crypto to face significant selling pressure as investors reduce risk across their portfolios there's an argument that Bitcoin could hold up better as an inflation hedge, but historically, investors have still sold BTC during periods of broader market stress i think the direction of equities is one of the most important things to watch for crypto rn