WallStreetAlpha
@WallStreetAlfa
High-conviction trader and researcher. Occasional hot takes
2.9K Following 197.5K Followers
This would be a timely opportunity for the Binance team.
Got a few coins in mind 👀
Either this or they are going to crime a few coins to make it back.
Worth paying attention to dead and small cap nance perp coins.
Hyperliquid will flip Binance.
This went completely under the radar...
Is it time to rip some hot wheels?? 👀
We’re excited to announce that Rip Cars has closed its $1.5M strategic round, backed by an incredible group of investors:
@dba_xyz, @Colosseum, @KyleSamani, @Novora_, @Allinbitcoin_, @Sacha, and Erik C.
This round brings us one step closer to building the world’s largest marketplace for collectible Hot Wheels.
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10 biggest crypto hacks in history:
1. Binance: $5.8B (2026)
2. LuBian: $3.5B (2020)
3. Bybit: $1.46B (2025)
4. Ronin Network: $625M (2022)
5. Poly Network: $611M (2021)
6. BNB Bridge: $570M (2022)
7. Coincheck: $534M (2018)
8. FTX: $477M (2022)
9. Mt. Gox: $470M (2014)
10. Bitget: $387M (2026)
Everyday is zeroday.
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Hyperliquid will flip Binance.
what a day in crypto
> over $2B moves out of Binance-linked wallets
< reports of a potential $2.8B hack start circulating
< Tether freezes up to $1.5B in USDT
> Circle freezes $823M in USDC
> CZ says it looks like Binance may have been hacked
> Binance says user funds are "completely safe" and launches an investigation
> BTC drops below $80K, with leveraged longs getting liquidated across the market
holy 2026
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i'm pretty bullish on zero-knowledge (ZK) tech, and i think most people are still underestimating how big it could get
the idea is simple: prove something is true without revealing all the information behind it
imagine proving your identity without sharing unnecessary personal details, or verifying that a computation followed the rules without exposing private data
now think about AI agents trading, moving funds and making decisions with real money
are we seriously supposed to just trust they did what they said? lol
that's where ZK comes in
but there's another problem: generating proofs is one thing, verifying millions of them cheaply is another
came across @ZKVProtocol, which is building a network for verifying ZK proofs, allowing apps and blockchains to check results without having to handle expensive verification themselves
the network already verified use 66M+ to-date
verification fees are paid in $VFY, with 70% of transaction fees being burned
so as more proofs flow through the network, more fees are generated and a portion of those tokens gets removed from circulation
if ZK becomes standard across AI, identity, gaming and finance, the demand for verification could be massive
and i think the infra handling all those proofs is worth paying attention to
we're still pretty early on this imo
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Everyone on my timeline is calling for a dump and flipping long to 100x short.
It’s easy to call a top when nothing’s on the line.
I like the concept from Hudi. You put the trade where your mouth is, and others can trade alongside you 👀
"today, the internet is full of market opinions, but the opinion and the trade are completely disconnected"
@kai_hudi introducing Takes at @SuiNetwork basecamp, the core feature of our upcoming social trading app
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ready to buy aggressively, but keeping an eye on unlocks
Privacy was always going to be the moat, and Matter Labs is providing the privacy features with Prividium, in collaboration with DTCC...
What do you think comes next? 👀
Congrats to @The_DTCC on the launch of its Tokenization Service. We’re proud to be among the firms collaborating with DTCC.
@the_matter_labs is providing privacy features with Prividium.
DTCC provides custody and asset servicing for more than $114 trillion in securities.
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Vlad is definitely clocking in 👀
"People are working on really interesting things now that are more complex...imagine if you take a stock token make it fully programable just like software...what can you do? Can you have tokenized options contracts ?."
- @vladtenev during @RobinhoodApp Q3 Earnings Call
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The dumbest traders right now are:
1. Buying absolute shit
2. Zooming into the 1-minute chart
3. Panic selling every dip
4. Clicking buttons every 5 minutes
5. Thinking wealth happens overnight
The smartest traders right now are:
1. Buying good shit
2. Zooming out to the monthly
3. Sitting patiently in those positions
4. Not clicking many buttons
5. Understand wealth takes time
What I like about Hypercall is that the S&P perp and the put sit in one account and get margined together.
Perp orders go straight to Hyperliquid with a 0% builder fee, and option trading fees are zero right now… 👀
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Everything is coming to Hyperliquid.
Stocks showed up as perps first. Open interest on trade[xyz] went from $372M in January to $3.89B today.
Hayes is sitting out, Ansem has never seen sentiment this bad, but longs are still paying up in funding...
A squeeze here wouldn't be a shock.
Big deciding week coming up 👀
stonk is just getting warmed up
i'm officially a delusional runescape optimist
anyone scanning my fomo account that didn't play runescape is going to have a hard time understanding what on earth i'm buying 😂
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