PBs are reportedly limiting leverage / exposure on Samsung and SK Hynix because volatility is high and local/GDR/HK ETF liquidity is not deep enough for the amount of demand coming from HFs, EM funds and global tech investors. The news hit last Friday and likely contributed to the slight fade in Samsung / SK Hynix during the Friday KOSPI session. But to me, that’s not bearish — it’s plumbing pressure, not thesis deterioration. A real US-listed SK Hynix ADR could be very positive because it creates a cleaner access channel: easier custody, cleaner margin treatment, broader US investor participation, and potentially better liquidity/options infrastructure over time. And here’s the key: once that pipe opens, more leverage is likely coming, and more concentrated positions are likely coming into late summer. The AI memory trade is crowded, yes. But when everyone still wants more exposure and PBs are saying “we’re full,” that usually means there is latent demand waiting for a better vehicle. SK Hynix ADR = more pipes, more leverage, more concentrated demand for the memory trade overall

Best perp farms right now? My list: Using @tread_fi MM bot: • @Markets_xyz by @Kinetiq_xyz - why not? KPoints are ridiculously easy to farm with trading, competition is low, and the campaign runs until the end of September. And no, you're not betting on the DEX, you're betting on the 3rd-largest liquid staking protocol globally. Delta-neutral: • @OndoPerps + @variational_io - basically like parking your stables at ~30% APY. Skip: @perpltrade - are you really betting they'll ship something meaningful in the next 6–12 months? @extendedapp - painfully slow product development. Feels like another Paradex: token launch, then fade into irrelevance.

Not all trends move equally. Some reshape industries. Others fade quickly.   In the latest 2035 Thematic Roadmap, our Research analysts plot 150 investor trends, helping investors separate structural shifts from short-term noise.

Not all trends move equally. Some reshape industries. Others fade quickly.   In the latest 2035 Thematic Roadmap, our Research analysts plot 150 investor trends, helping investors separate structural shifts from short-term noise.