Founder @triton_liquid | https://teapawt.net/t.co/yGcqvtea0C in Abu Dhabi,UAE | MIT
Joined September 2016
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Christopher Keshian retweeted
HYPE +22% in 6 hours on ICE/Trade.xyz, rangebound for 2 weeks before, zero pre-news volume.
Bravo! This is how assets react when the team and friends don’t front-run the news. In crypto you’re usually their exit liquidity.
Christopher Keshian retweeted
Hypercall is one of the protocols I’m most bullish on and @trajan0x is a big part of why. Great having him on Hivemind this week
A new episode of Hivemind is out now!
This week Hypercall founder @trajan0x joins the team to discuss what the Anthropic IPO means for markets, how cyberattacks are exposing the internet’s weak points, and whether onchain options can finally break out.
Timestamps
00:00 Intro
00:45 Patience Is a Position
03:49 Chop Until the Midterms
09:33 Can Efficiency Crush the Neoclouds?
13:10 What if Compute Gets 10x Cheaper?
17:09 Is the Internet Broken?
23:20 Could You Cash Out Satoshi’s Coins?
27:16 Is Quantum Theft Really Consensus?
35:31 What Led Synapse to Options?
42:54 What Onchain Options Do Better
46:41 Who Wins Options Distribution?
51:31 Credit Is the Next Frontier
55:09 Would You Buy the Anthropic IPO?
57:36 The Biggest Liquidity Drain in History?
58:35 Why Early Stage Venture Looks Best
1:03:22 Elon Comes for the Neoclouds
1:07:32 SpaceX and the Kessler Syndrome
1:08:53 What Are You Underexposed To?
Christopher Keshian retweeted
Relatively little attention being paid to zama
If they can scale FHE to solana-ish levels of performance that should cement it as the dominant confidential computing environment in the long run
Needs accelerating growth though, Near seems to have greater execution for now
Christopher Keshian retweeted
Read this article to understand why this is just the beginning for ethereum:0x0f2d719407fdbeff09d87557abb7232601fd9f29
I highly recommend you take 15mins to read or at least summarize with Grok/AI
For every option sold on Hypercall by @SynapseProtocol Hyperliquid perps are used to hedge!
ethereum:0x0f2d719407fdbeff09d87557abb7232601fd9f29 volume up = hyperliquid:native volume up
Christopher Keshian retweeted
BITCOIN COULD GET MORE SUPPORT THAN GOLD
JPMorgan says Bitcoin could benefit more than gold if ETF hedging demand eases.
Short interest in IBIT remains near yearly highs, while its put-to-call ratio is also higher than GLD’s — signaling heavier Bitcoin hedging.
If those hedges unwind, JPMorgan sees greater potential support for Bitcoin vs. gold.
Christopher Keshian retweeted
Markets close. Risk doesn't.
We're integrating @BlockScholes volatility oracles for options across crypto and RWAs.
Pricing uncertainty matters when reference markets go quiet. Their work on weekend RWA pricing shows the foresight this next chapter needs.
🤝 Block Scholes × @SynapseProtocol
📈 @SynapseProtocol will run on Block Scholes oracle feeds across crypto and real-world assets.
⚡ Options on anything - priced on institutional-grade data.
🟢 Welcome aboard.
Christopher Keshian retweeted
"You cannot take a gold coin to 7-Eleven and convert it into a sandwich."
@CryptoHayes breaks down the core thesis behind @flop_labs: why AI agents will reject legacy money and what currency they will actually accept.
Here is the exact economic framework:
1. The definition of compute you pay LLM providers for "tokens", but a token has no standardized definition. It is an arbitrary marketing unit. The only universal definition of compute is physical: Floating Point Operations per unit of time (FLOPs). Your GPU consumes energy to deliver raw FLOPs.
2. The missing spot market you can buy an H100 or rent a Blackwell GPU. But you cannot trade the raw commodity itself. There is no unified spot market where compute is priced and tracked in a native currency.
3. The calorie theory of money why do you trade your time for fiat currency? Because you know that when you get hungry, you can convert that paper into calories with zero slippage. You do not accept gold for your labor because the merchant at 7-Eleven will not accept a gold coin for lunch.
4. The agentic calorie an AI agent has only one biological necessity: Compute.
If an autonomous agent works 24/7, it will not accept a currency that requires bank accounts, KYC, and Stripe billing portals just to pay an AWS bill. An agent will only accept a currency that is directly convertible into floating-point operations.
That currency is $FLOP: the agentic food.
Christopher Keshian retweeted
we are in the very early stages of a bull market for crypto, the way you win at this stage of the game is by finding good asymmetric spots and holding through short term volatility
you have the benefit of three main things
- memecoins & new pairs rotational trading has been the dominant strategy for two years now, most are conditioned to have very short hold times because ceilings were lower, in bull markets, ceilings are much higher and you will win a lot more in being selective with which coins you hold over an extended timeframe, you will never hit a 1000x with an average hold time of 30 seconds
- retail is now entering the space with more capital, before ceilings were lower because the pie was siloed to CT natives & traders from last cycle, if you look at pump & fomo's mobile growth numbers + robinhood chain's strong push of stock traders to their chain, you can see there will be a lot more money sloshing around, these ppl are not as obsessive with checking mcaps as most CT native traders are, so coins that achieve virality get a lot more aggressive tailwinds
- nobody does any research, tiktokification of crypto has made it such that barely anybody reads the docs or spends the time to think through theses on what makes coins differentiated from others, combine this with the short hold times and you get so much opportunity for simply building solid theses and waiting for them to play out
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it is also important to have some process for evaluating when you are wrong, and for acknowledging when you miss a giga runner and why you missed it, + having invalidations for when to re-enter on an idea that you sold too early
these markets only gift you these opportunities once every few years, important to find your tribe of people and spend time daily looking for good trades, many have spun up 4 figure ports into 7 figure ports in a few years starting from these conditions
good luck
Christopher Keshian retweeted
$HOOD is undervalued given the potential its chain is showing and wall street is still sleeping on it.
ETH & SOL annualized 1-3 Bn of revenue at their peak while Base did 50-100 mm. HOOD just did a $2 mm day. Assuming DAU & TVL momentum continues it has a chance of annualizing at 300-500 mm (especially if privates are introduced + if memecoins actually start moving stock prices + real projects onboard + HOOD itself forking fomo).
$HOOD's FY26 estimate is ~5.2 Bn topline and ~1.9 Bn in profit. Given the fee is almost 70-80% incremental margins (and let's skip annualization) a 15-25% accretion to EPS is pretty juicy. Not that HOOD trades on PE multiple but don't think wallstreet is baking in perp ramp / crypto coming back either.
This name and $HYPE remain the best beta one can buy as blockchain continues on its multi-decade advance.
Christopher Keshian retweeted
Trading is the last multidisciplinary art. Drawing in lessons from other fields is key for success. Spending all your time in charts is not the right way to make money.
You need to be reading history, psychology, math and applying those learnings to your investment philosophy.
Christopher Keshian retweeted
This week, Triton Liquid Fund revisits its Liquidity Pivot thesis, now playing out in real.
TL;DR
> Treasury buybacks doubled to $4bn, triggering short liquidations and helping drive a broad crypto rally.
> BTC's 200-week moving average held near $63,900 before breaking higher and completing an inverse head-and-shoulders pattern.
> Crypto's gains have broadened across major assets, signaling wider risk-on repricing and improving liquidity positions.
> Strong growth and earnings, alongside easing core inflation and limited Fed tightening pressure, are creating a favorable macro backdrop.
> Treasury intervention remains the key liquidity lever, with oil volatility and the durability of policy support as the main risks.
Full newsletter in the comments below.
Christopher Keshian retweeted
If you feel stuck in your current career path, there's never been a better time to spend all your time trying to understand everything you possibly can about finance and get into trading.
Access to information has never been cheaper with LLMs, and markets have never had more vol
Christopher Keshian retweeted
venture investing heuristic: when the smartest ppl u know are polarized on an asset - some bullish others convinced it won't work - u simply stop overthinking and smash the buy button. the smart skeptics are not necessarily wrong, but they are precisely the reason why the asset is underpriced for asymmetric upside.
