Hey Leverage

Elon's net worth just passed $BTC's entire market cap.

Let that sink in.

One guy > the hardest money ever created.

$BTC is massively undervalued right now. Not even close to where it should be.

Elon's net worth just flipped $BTC's entire market cap.

Let that sink in for a sec.

One guy. Vs the entire Bitcoin network.

Either Elon's absurdly overvalued or Bitcoin's criminally underpriced. I'm betting on the latter.

When a single person's paper wealth exceeds a decentralized monetary network that's been running 24/7 for 15+ years... something's off.

$BTC still has so much room to run.

This World Cup has been insane with upsets. Prediction markets are minting new legends left and right.

Saw some mystery wallet pull in over $9M in a single day. As the tournament goes on, we're gonna see more of these stories for sure.

The whole prediction market sector is feasting on World Cup traffic right now.

Beyond spot prediction platforms like $Polymarket, we're seeing derivative plays emerge. Take @OmenX_Official — the core difference from Polymarket is this:

Say you think a team has 70% win probability but the market only prices it at 50%. On Polymarket you buy YES, wait for odds to correct, then sell or hold to settlement.

On OmenX, same setup, but you can leverage up, hedge positions — basically Hyperliquid's perp mechanics applied to prediction markets. Way better capital efficiency.

Makes sense honestly. Right now our capital is split between catching crypto bottoms and watching US stocks. The slice allocated to World Cup bets is naturally small.

This high-leverage, small-bet-big-win approach? Perfect fit for crypto natives.

Futu just opened their café, now Longbridge is rolling out coffee shops too.

US brokers going from pure online to physical storefronts — customer acquisition getting real competitive.

Crypto platforms could totally run the same playbook. Open a themed café, should be fully compliant right? 😂

Think about it — you're not doing KYC at the register, just serving coffee. But everyone who walks in knows what you're really about. It's brand presence without the regulatory headache. Smart move if you ask me.

SpaceX just crossed $200/share 🔥

Pretty wild to watch this happen in real time. Not many private companies get to this valuation level before going public. Shows how much conviction there is in what they're building.

The space economy is real now. Launch costs keep dropping, Starlink is printing revenue, and they're actually making progress on Mars stuff. This isn't just hype — it's a business model that works.

Remember when people thought reusable rockets were impossible? Now it's standard. That's the kind of shift that justifies these numbers.

People crying that $BTC "lost its way" because of Blackrock or Trump — honestly, that's missing the entire point.

Bitcoin didn't change. *They* changed. They're bending the knee to it.

You really thought Bitcoin would flip the whole world upside down but somehow skip over politics and Wall Street? That's not how this works.

When the biggest institutions start playing by Bitcoin's rules instead of the other way around — that's not compromise, that's victory. The protocol doesn't care who uses it. That's the whole design.

$INTC daily chart showing a textbook W-bottom bullish continuation pattern 🫡

This is one of those setups you see in the books — clean double bottom forming, price holding above support. Classic technical signal that buyers are stepping back in after a pullback.

W patterns like this usually mean the downtrend exhausted itself and we're gearing up for the next leg up. Not a guarantee obviously, but the structure's there.

W 2017 roku konto WeChat o nazwie "Jazz Music" ogłosiło, że pivotuje w stronę $BTC i blockchain. Wtedy dostali niezłego rogu.

To był szczyt szaleństwa ICO. Cała kasa, uwaga, wszystko zalewało kryptowaluty.

A teraz w 2026? Ta sama historia, inni aktorzy. Narracja, która kiedyś wydawała się nowoczesna, jest teraz odciągana przez amerykańskie akcje, AI i wszystkie nowe historie bogactwa.

Tym razem to sama kryptowaluta jest tą, która dostaje po głowie.

Żadna narracja nie pozostaje w świetle reflektorów na zawsze. Tak to po prostu działa.

Ale oto rzecz — $BTC ogłaszano martwym ile razy? Kwestionowano, bańka, krach, nekrologi pisane w kółko. Wciąż tu jest.

Więc kiedy kryptowaluty znowu przewrócą amerykańskie akcje? Dobre pytanie.

Szczerze, pomyśl o tym, czego $BTC nauczyło mnie przez te lata:

Finanse. Ekonomia. Psychologia. Polityka publiczna. Teoria gier.

Jakie zajęcia na uniwersytecie obejmują to wszystko w jednym? Żadne.

Dowiesz się więcej trzymając przez kilka cykli niż większość dyplomów finansowych cię nauczy. Widujesz ludzkie zachowanie w czasie rzeczywistym — panika sprzedaży, euforia, kampanie FUD. Zaczynasz rozumieć motywacje, jak systemy naprawdę działają w porównaniu do tego, jak powinny działać.

To najlepsza edukacja, której nie wiedziałeś, że otrzymujesz. I kosztuje cię tyle, ile jesteś gotów zainwestować.

Szalone, jak $64k $BTC teraz wydaje się… meh 😂

Pamiętasz, kiedy przełamanie $20k było jak lot na księżyc? Teraz siedzimy na 3x tej wartości, a wszyscy tylko przewijają obok tego.

Tak szybko rzeczy się normalizują w tej przestrzeni. To, co wydawało się niemożliwe, staje się nową nudną bazą.

Psychologia rynku jest dzika.

Crypto folks trying their first US stock IPO

Spent the whole night fumbling around

Ended up getting played by the belly button 😂

Classic rookie mistake. Everyone thinks IPOs work like token launches — nah. Different game, different rules. The allocation system, the lockups, the way pricing actually works... it's all backwards from what we're used to.

Most crypto people show up expecting instant liquidity and fair distribution. Then reality hits: you don't get what you want, you get what the banks decide to give you. And if you do get an allocation, you're probably the exit liquidity.

The whole traditional finance IPO process is designed to favor insiders. We complain about crypto being unfair, but at least in DeFi you can see the code. In TradFi IPOs, you're just guessing who's getting the real deal.

Lesson learned the hard way I guess 🤷

Claude's new Fable5 model got globally banned by the US — literally just used it for one day, didn't even get to test it in complex scenarios, and boom, gone today. Is it really that scary?

Recently AI has actually made me unexpected money. Not through trading though — it's from gains in other areas. So I'd say: try applying current AI agents to solve old pain points in fields you already know well.

Also, even though these agents are impressive, expecting AI to trade and make money for you isn't realistic. What a good agent CAN do is save you tons of time on validation, writing tools, coding strategies. But having it churn out a consistently profitable trading strategy? Almost impossible.

$SPCX just listed, $RKLB seeing both technical and sentiment-driven profit-taking.

RKLB dropped from yesterday's 114, broke below 104 intraday. Volume hit 96K — almost a full day's average in less than a session.

Net Premium at -$7.18M bearish. Cumulative Delta went from +2K at open to below -15K. Money flow clearly flipped short.

Market's pricing in ±20-25% implied vol over next 30 days. For a stock with no near-term catalysts, that's unusually high — shows people expect this choppy range to continue.

RKLB's IV Rank spiked to 89.40, near historical highs. VRP only +0.029 though, so options aren't obviously mispriced either way.

Crash Probability shows 0%, which is kind of interesting. Algo doesn't see systemic collapse risk — this looks more like single-name profit-taking than anything structural.

Gamma levels to watch: 105 is the downside accelerator, break that and it could slide faster. 110 is the upside accelerator and first resistance on any bounce. 120 is the Call Wall, heavy resistance zone.

SpaceX IPO day is finally here 🔥

What's everyone thinking for the closing price? Drop your guesses.

Personally think there's gonna be wild volatility in the first hour — retail FOMO vs institutional positioning. The pre-market indicators have been all over the place.

Curious what you all are seeing.

SpaceX is genuinely a great company. Beyond letting retail investors pile into $SPCX, it's actually had a huge impact on regular people.

It cured a lot of folks of that weird condition where they'd tear up every time they saw a rocket launch.

Now everyone's just like, "Oh cool, another one." The novelty wore off fast when launches became routine. That's probably the real achievement — making space feel normal.

$MRVL almost fully recovered from the recent drop. Volume hit 370K (up from 275K yesterday), and Net Premium flipped from -$14.75M to +$30.81M bullish.

But this bounce feels way less solid than $MU.

Surface-level flow looks bullish, but institutions are hedging underneath. Call premium roughly 2x Put premium today, Put/Call ratio around 0.79 — short-term players are definitely betting on upside.

But look at the longer-dated OI and you'll see institutions haven't really shifted their stance. Deep OTM Puts piling up in Aug, Sep, Dec expiries.

08/05 saw massive new 270 Put 2026-08-21 +11,631 contracts, 55% ask side. 08/04's 480 Put 2026-11-20 +1,865 also quietly building. Institutions still hedging with far-dated Puts.

270 is key support now — that's where the Put Wall is. It moved up from $220 yesterday to $270, showing short-term bearish pressure easing. 300 is max resistance.

If price breaks and holds above 300, market might revise targets upward toward 320-340.

But watch out — the Dealer Gamma wall at 300 is thick. Breaking through needs serious buying power.

If bad news hits, price could easily retest the 240-270 Put Wall zone.

Robotics world just went nuts. Sony's AI robot Ace made it to the Nature cover — been beating multiple Japanese pro table tennis players on real tables this year.

From seeing the ball to swinging the paddle: 20.2 milliseconds. Top human athletes? 230 milliseconds. Ten times faster.

The video shows it playing against Miu Hirano.

Bro, trying to price US stocks with crypto brain, or judge SpaceX by what we've seen before — you think that gets us anywhere?

Biggest IPO in human history. Can we even figure this out? Probably not.

But overthinking doesn't help. This kind of battle, you gotta take a shot.

You can lose. But you can't lose just because you were too scared to sit at the table.

Bitcoin's origin is like planting a tree — not just about the species (code) Satoshi picked, but the season (timing), soil (distribution), and gardening (community) that made it work.

People obsess over the tech, but honestly? The timing and how it got distributed early on mattered just as much. You can have perfect code, but if you launch at the wrong moment or the initial crowd doesn't care, it dies.

Satoshi got all four right. That's rare.

Binance launched US stocks a week ago. The first-week data they released is pretty revealing — it's the first time we can clearly see what "the new generation of investors entering stocks through crypto rails" actually looks like.

About 25% of users are under 25. Over 80% of trading volume comes from emerging markets, not developed regions. Nearly 39% of orders are under $100.

These numbers all point to the same group: young, living in places where traditional finance barely reaches, and not sitting on huge capital.

In traditional brokerages, orders under $100 almost never make up 40% of volume. This means a lot of these people are buying stocks for the first time in their lives. The demand was always there — there just wasn't an easy path before.

What's more interesting: about 70% of users chose to hold instead of trading frequently. Crypto users are often seen as high-turnover traders, but the data shows most people buy US stocks and just sit on them.

Top picks are $MRVL, $GOOGL, $NVDA, $NOK, $QQQ, $CRCL, $CRWV, $INTC, $DRAM, and $MU. This tells you they're not here to speculate — they're making asset allocation decisions based on macro views.

Stablecoins are the perfect bridge between crypto and US stocks.

When you lower the barrier, demand that was locked out by the traditional system rushes in faster than you'd expect. The next generation's financial account probably won't be at a bank — it'll be in a super app that manages all kinds of assets in one place.

And that's exactly the position Binance is fighting for right now.