Have been a bit quieter over the last few weeks as activity across crypto has slowed down during the summer. We’re also still seeing some of the aftermath of 10/10. Crypto hasn’t fully regained people’s trust yet imo. I’m still fully focused tho. I think we get a very strong end to the year, and I’m extremely bullish on what 2027/28 could look like. Right now there honestly isn’t that much to do besides trading on Hyperliquid and Variational. > I still believe in an S3 for Hyperliquid. I don’t know when or how it comes, but I think you should position yourself for it now. The opportunity is simply too big to ignore. They called it “emissions AND community rewards” for a reason. There’s also still a huge amount of supply left to distribute. Sure, they could distribute it through staking, but at the current pace that would take decades. Possible, but I don’t think that’s the plan. My guess is Jeff wants to get >50% of the supply into the hands of the community as quickly as reasonably possible. > The other generational opportunity for me is Variational. I think a fair target is >$30/point at this stage. In a bad market, maybe it launches closer to $20. But in the right market conditions, I genuinely think prices up to $100 are possible. And if the launch happens in Q4/Q1, I think the timing could be very good. That’s probably where your highest edge is right now. If you know what you’re doing, I still think there’s a relatively straightforward 3–5x on the capital you put into farming. Most people have a cost basis of less than $10. Other than that, I’ll try to keep you updated more often on what I’m doing in crypto. But there really wasn’t much to update over the past few months. I’ve basically just been trading on Variational and stacking points. Sitting at 10k points now.
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