PerpetualCow.hl

Please don't do this guys. x.com/PerpetualCow/status/2077…

SCAMCOIN. This post is a deep dive on why I'm incredibly bullish on $SCAMCOIN and why Robinhood Chain is the only place this makes sense. The thesis is simple: "scam" is what everyone calls crypto when they're being honest. Gates, Buffett ("rat poison squared"), Dimon, Warren, the SEC, your dad, every Reddit thread, the #1 word attached to crypto for 15 years is SCAM. And the #1 word attached to Robinhood since 2021 is... also SCAM SCAMCOIN sits at the exact intersection of the two most powerful hate narratives in retail finance. Every time it pumps: "SCAMCOIN hits $500m market cap ON ROBINHOOD" is a headline journalists cannot resist writing. Every boomer who hates crypto who quote tweets it to dunk on us is doing unpaid marketing. Every politician who name drops it in a hearing mints a new all time high. There is a reverse psychology angle here too. Telling a Robinhood trader "don't buy this, it's a SCAM" is the fastest way to make them buy it. Warning labels don't repel degens but actually attract them. Every disclaimer, every "please be careful" tweet, every finance influencer wagging a finger at it is free advertising dressed up as caution. And it's the easiest possible thing to talk about. "scamcoin is up 40% today" is a sentence that says everything in four words and makes everyone laugh and ask what it is. That's the whole distribution mechanism, they just have to say the name. When that $400b of stock gains money on Robinhood takes its first one click step into memecoins, it's not going to buy some anime dog it's never heard of. It's going to buy the coin that speaks its native language, the language of "this is all a scam and I'm buying it anyway" Which is literally the founding ideology of WSB, losing money as comedy. Gains as a side effect. SCAMCOIN isn't a meme ON the chain. It's the meme OF the chain and crypto as a whole, custom fitted to the exact psychology of the users arriving on it. The funniest aspect is that Robinhood is a regulated, publicly traded US company. Every day SCAMCOIN trades on their chain, someone in compliance is sweating, a senator might tweet, CNBC might run a segment. SCAMCOIN feeds off this attention. Delisting threats ARE the roadmap. And if they ever actually pull it like they stopped people from buying GME in 2021? Congratulations, Robinhood just scammed SCAMCOIN holders and confirmed the thesis. It cannot lose the narrative war. Think about the mass media potential for a second. "a coin literally called SCAMCOIN is worth hundreds of millions of dollars on a publicly traded brokerage's own blockchain" is a sentence CNBC, Bloomberg, the WSJ and every finance podcast on earth will run with. That coverage isn't a warning to normies, it's an advertisement to BUY. The more absurd the headline, the more people who've never touched crypto go check the price out of pure disbelief, and some percentage of "that's ridiculous" always turns into "wait, let me put $50 on that". Ridicule and demand move in the same direction here, which is not how it normally works for anything else in markets. Do you know my biggest regret this cycle? Fading USELESS Full credit where it's due, this whole thesis was sparked by watching @theunipcs run it back with $USELESS. That's the framework, a coin that just says the quiet part out loud and lets the internet do the rest. SCAMCOIN is that setup again, except this time the joke isn't just about crypto. It's about the exact platform it lives on, aimed at the exact people arriving with the biggest wave of fresh capital crypto has seen in years, all of whom are in on it. So take a second and think about this deeply: Imagine opening Robinhood, and seeing SCAMCOIN as the top gainer, up 100% on the day, right next to your NVDA position. Imagine Jim Cramer saying "SCAMCOIN" out loud on live television with a straight face. Does it grab your attention? I bet it does. Does it not sound extremely ridiculous for a coin called SCAMCOIN to keep pumping in the HUNDREDS OF MILLIONS in market cap? You either get it or you don't. If you get it, you already know the virality and the controversy are the entire engine of this coin. Every headline, every quote tweet dunk, every "how is this legal" thinkpiece just converts more eyeballs into more buyers. CA: 0x026000eFC70Fe94a5ee7Bd7C874Bba66D43fAc5F

Lemme explain something to you guys.. Robinhood Chain is the most bullish thing we have had in crypto in a long time. No, this is not just another chain that dies in a week... This is the closest thing we have seen to rich stock investors money trickling down into crypto. Robinhood has ~$400b in platform assets. More than the biggest chains in crypto combined hold in real uninflated TVL. Think about who actually uses that app.. 20m+ users. Mostly normie WSB traders who got rich off stock gains in the crazy bull market they've had in the past year, a lot of them turned 6 figs into 8 figs. They already love gambling with options, they are already degens. Now memecoins are one click away from them with their stock portfolios, what do you think they will do? Do you think they can resist that temptation when their brains are so used to gambling? The real problem crypto has had for years is that there has been no new money coming in. Everyone has been recycling the same capital between different coins. Robinhood Chain is actually new money, equities capital with degen risk appetite with one click from stocks into memes. Even if the conversion rate is like 0.01% of Robinhood's user base actually apeing into memecoins, that's still bigger than any new money wave crypto has had in years.

Hi guys. Wagyu is back live, we were targeted by a massive DDoS attack. Can probably guess who it was orchestrated by. Not even going to bother responding to all the FUD because whoever falls for it clearly doesn't know anything about the XMR market. Right now there are only 2 sources of XMR: 1) KuCoin 2) Wagyu MEXC also exists but it's a far smaller market and withdrawing is close to impossible. Everything else you see, all swap exchanges etc are wrappers built on top of those two. All you're doing is paying a premium for them to source their XMR from either KuCoin or Wagyu. So before you spread FUD about Wagyu, maybe consider the fact that a huge portion of swap exchanges are integrated with us as the base infrastructure layer. Going back to my holiday, gn friends.

I've been watching whale wallets with millions in them on Hyperliquid buy $MAX like this one. (using watch mode to view his account) Watching buys on $MAX is insane. It's nothing like on Solana. It's a $5M mcap coin with literal 9 figure whales buying. The average net worth t.co/uZTuAdZ2Jy

Kill Solana and bring memecoin activity to Hyperliquid. x.com/PerpetualCow/status/2065…

If you held $HYPE you got a stimulus check airdropped. Make memes great again on Hyperliquid. Check your wallet here: wagyu.xyz/airdrop-max x.com/PerpetualCow/status/2065…

what is this $max on hypercore???? someone just airdropped me $30k lmao send it

Every chain has a memecoin that gets valued in billions. It's a rite of tradition in crypto that it must happen for every new chain that launches. Ethereum had $PEPE and $SHIB, Solana had $BONK and $WIF. One memecoin always rises to the top and ends up sitting at billions. Memes are also genuinely useful. They attract retail investors as a sort of marketing spectacle. It’s a way to onboard millions of users to a chain. And they're fun! Meme culture has generated billions of dollars in revenue for Solana and its ecosystem. Right now a lot of that culture is rotating, Solana is dying and everyone is looking for where it should go next. I think it should go to Hyperliquid, and there's a way to make it happen. It's $MAX, Jeff's dog. That's the whole thesis. It's the founder's dog and now it's a coin. A place for everyone to start trenching somewhere that isn't a graveyard. The distribution is the same logic that made $HYPE work, airdropped to other $HYPE holders and no insider allocation. A memecoin living on Hyperliquid (fairly launched) traded on-chain, with a community forming around it. If it takes off it will be the first billion dollar memecoin traded natively on an orderbook. It also makes Hyperliquid into more than a DEX. Max is, in a dumb and perfect way, proof of trenches. Every coin that trades here, every joke that catches, is activity that used to go somewhere else. The bet is simple: Hyperliquid can host a big memecoin the way solana hosted BONK. If it can, that's the clearest signal there is that the trenches have a new home. I'm not promising Max is that coin, most memecoins go to zero and this one might too. But a billion dollar runner is going to emerge on this chain eventually. There's no law saying it has to be on Solana anymore. MAX has no utility, it doesn't stake, secure, govern, or earn you a thing. It is a picture of a dog, and it was airdropped to the Hyperliquid community at a rate of 10,000 $MAX per $HYPE. Buy it if you think it's funny and you want to help drag the trenches somewhere better. That's the entire reason to own it. Every chain needs a dog coin. Hyperliquid's is MAX. app.hyperliquid.xyz/trade/MAX/…

He might have been onto something.

And the best performer this week goes to.. monero:native Hit $1k next? x.com/PerpetualCow/status/2065…

I’ve had to pause BTC swaps on Wagyu, there seems to be terrible on-chain liquidity. People were getting ridiculously big slippage and terrible rates as a result. Will enable again when liquidity gets better. My apologies to everyone affected in the meantime.

There are only 2 crypto tokens still worth holding. $HYPE and monero:native. Hyperliquid: an extremely hard growth business with revenue share in the form of buybacks. Monero: the true cypherpunk asset. Electronic cash the way Satoshi actually meant it. I don't believe in anything else, and neither does the free market. XMR outperformed even $BTC over 5 years while the rest of the alt market went -90%. And HYPE is outperforming everything. Spot 70% HYPE, 30% XMR is the golden ratio. Cow calls it the "peacefully sleep-at-night" portfolio.

Cow is stacking on more monero:native x.com/PerpetualCow/status/2065…

Mythos being released to the public means that crypto exploits will become 100x more rampant. You thought we had it bad before? Shit is about to get even crazier.

I HAVE AN IDEA. LET ME COOK. x.com/PerpetualCow/status/2063…

Oh wow Wagyu has done over $400m in volume. I’ll try to think of something special for all users once we reach the $500m milestone. x.com/PerpetualCow/status/2063…

I still remember doing the math on $HYPE at $30 if I was right. I don’t really like to brag but I loaded heavy on leverage and blew past every NW goal I ever set. But I’m lowkey more depressed than ever, I thought the money would fix something. The problem is that once you have a goal you work towards it but once you achieve the goal you’re back to where you were. Humans always need something to look forward to and to keep themselves busy, I learned that money should not be the goal. More money didn’t make me happy at all it, my life is still the same. I could always afford everything I have wanted to. My kids are the only thing bringing me happiness at this point, especially being able to spend all my time with them. That’s the one thing money did solve for me I guess.

Also read this

⚠️ Warning: ⚠️ People are dust attacking with funds from HTX (now sanctioned by the UK) to random wallets. This taints your wallet’s risk score to extremely high. If you then deposit somewhere, your funds will be frozen. Be careful frens.

Hear me out. Solana is obviously cooked, trenches are now dead which was the only moat it had. 100k+ memecoins launching per day with 99.99% dying instantly caused liquidity to be fragmented and diluted meaning no memecoin could gain significant attention. But Hyperliquid is now in the perfect place to absorb Solana right now. On Hyperliquid, to launch a memecoin, you have to win a public auction for the right to do it, and only ONE new token can go live roughly every day. They're called HIP-1 launches. One good memecoin launch per day on a real orderbook instead of an AMM pool. Instead of 20,000 coins a day fighting over scraps, there's ONE launch everyone in the trenches is watching. All the liquidity pouring into the same place at the same time. That's the most fun this game has ever been. Truly PvP, everyone in the same arena, trading against each other out in the open. No bonding curve for people to snipe. No bundles, just the market, on a real order book where everyone starts at the same time. Every single one of those launches has to be paid for in $HYPE. So if the trenches move here, that's constant, structural demand flowing straight into the chain it all runs on. the busier it gets, the more value flows back to $HYPE. The trenches don't need more launches, they need fewer but quality ones. Quality > quantity. Let's make this happen.

AGAIN x.com/CryptoHayes/status/20624…

The one man who keeps nailing every top and bottom on $HYPE. How does he do it??? x.com/PerpetualCow/status/2062…

Been thinking about hyperliquid:native at $72 and the more I think about it, the more obvious the trade becomes. Most people still regard Hyperliquid as a "perp DEX" that could "maybe kill Binance". Hyperliquid is absorbing so many businesses, it's crazy to actually list them all. Start with CEXs, the obvious play that everyone knows. There is no reason to touch a CEX in 2026 anymore, the market has already acknowledged that. CZ knows he's cooked and Binance won't survive, which is why he tried to make Aster a success. FAILED. BNB to be absorbed alone is a $95b valuation that HYPE could eat. But Hyperliquid is a far better product than CEXs, everyone knows that at this point. On Hyperliquid you can deposit and withdraw spot tokens freely. No "we've paused withdrawals," no proving your funds exist, no need to pray the exchange is actually solvent. Binance, Coinbase, the whole cartel, they're offering a worse product with more counterparty risk. That entire business is getting absorbed. Then the next play is HIP-3.. Permissionless markets, any asset, instant settlement, plugged into billions in existing liquidity. Equity perps, treasuries, RWAs, all live. The entire tradfi stack is coming on-chain, stocks, bonds, commodities, FX etc. And it's settling on Hyperliquid, this is ALREADY HAPPENING. Onramping to Hyperliquid is easier than a brokerage. If you have ever tried opening a brokerage account in 2026 you will know what I mean.. the endless questionnaires. Risk "appropriateness" tests, settlement delays, NO TRADING ON WEEKENDS OR AFTER-MARKET HOURS EVEN. Hyperliquid is 24/7, settles instantly, and your margin actually earns. It's a strictly better product. It's only a matter of time until tradfi gets their lunch eaten, ALL BROKERAGES WILL DIE AT THE HAND OF HYPERLIQUID. Then HIP-4 dropped and went straight for prediction markets. Polymarket and Kalshi, fully onchain, with orderbook depth they can't match. Still early phases I admit but so was HIP-3 when it first came out and now it does billions of volume daily. So actually add up the addressable market. Every centralized exchange, every prediction market, every sportsbook, every stock broker, every futures and FX venue. What could the potential valuation of hyperliquid:native be? TRILLIONS. It's a business with a truly infinite upside potential/ceiling for once, it's extremely hard to find anything similar to it. The last real bear case was legal risk, I could understand that. But that's GONE NOW. The CFTC has cleared the path, Hyperliquid is operating fully legal. And the core reason it wins: composability requires shared state. You can only build money legos on one execution layer. Not across a dozen fragmented chains and bridges that turn into attack vectors. Ethereum set out to be the settlement layer for all of finance, it couldn't execute. Hyperliquid is becoming exactly what ETH was supposed to be. The best products win in the end. All roads lead to hyperliquid:native.

Damn this was posted when $HYPE was at $25. Only took us 5 months to triple our net worths.