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Tobias Reisner
@reisnertobias
Researching the House of All Finance
6.9K Following    19.5K Followers
Is this Season 3 in the room with us?
"ETH is the best performing macro asset in Q3 of 2026 to date, outperforming the S&P 500 by 5,866bp" If that is not the mother of cherry picking I don't know what is.
Kalshi raising at a $40 Billion valuation while doing jump change in perp volume only means one thing. Hyperliquid.
If you longed hyperliquid:native and shorted aster-2:native a year ago you would be up >500% while paying $0 in funding. Only thing that beats that is buying something like $100 strike HYPE call options a year ago. Don't sleep on pear trading - ngl also talking to myself here.
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If you are bullish hyperliquid:native you should also own kinetiq:native Will see why in a few weeks
Will not dive into details but 2 out of 2 builders on @Enter_Elysium will use big chunk of their revenue to buyback and burn $KNTQ So I'm asking you again - are you sure you want to trade dogshit or it's better to buy potentially strongest project and log off?
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If you don't own hyperliquid:native at this point - what are you doing?
Is everybody’s plan really to hold Ethereum and Solana this cycle while they get cucked by Hyperliquid and Zcash? I mean fair is fair but I really recommend looking at some charts and deeply considering why your bags aren’t back to all time highs yet
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Would be a shame if hyperliquid:native hits $100 on a Sunday.
Pear Trading is the cheat code for real.
how (and why) people are using @pear_protocol right now
HYPE can only stay below $100 for so long.
Hyperliquid just raised the Supply Caps to borrow USDC against HYPE. What happens if rates keep rising and USDC on HL goes up? Road to $1M in fees per Day for Hyperliquid just from Reserve Yield. Data: by @guru__hl
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Finally fundamentals matter.
Altcoin szn except biggest winners are useful protocols Crypto's really growing up
Best DAT out there $PURR
Yesterday was a record day for $PURR (@Hyperstrat). The stock traded ~$796M in dollar volume, its highest-volume day ever and well above the previous record of ~$547M set on Aug. 27. At that level of volume, $PURR could have raised roughly $157M in a single day by issuing and selling shares through its ATM facility. To put that into perspective: that’s ~58x the amount the Hyperliquid Assistance Fund bought yesterday.
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Just buy the projects that make money.
As you can see, this isn’t alt season anymore This is fundamentals season
Good Week to hold "Hype Beta Assets" ethereum:0xb1d1eae60eea9525032a6dcb4c1ce336a1de71be $PEAR kinetiq:native
Just long when things get listed on Hyperliquid $SNXX
you are simply not getting lower prices, we had the worst cross-asset underperformance in crypto's history while stocks went parabolic & bottomed on the worst public industry sentiment in years OGs waiting for 4 year cycle bottom are going to chase this rally, & crypto starts to look very attractive as a momentum trade for tradfi guys looking to diversify their exposure & but also for LT portfolio allocations as a hedge against the US' fiscal irresponsibility
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you are simply not getting lower prices, we had the worst cross-asset underperformance in crypto's history while stocks went parabolic & bottomed on the worst public industry sentiment in years OGs waiting for 4 year cycle bottom are going to chase this rally, & crypto starts to look very attractive as a momentum trade for tradfi guys looking to diversify their exposure & but also for LT portfolio allocations as a hedge against the US' fiscal irresponsibility
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So many golden nuggets in that one. Use everything, buy what you use. I traded a lot on GMX, so I bought a ton of GMX I traded a lot on Hyperliquid, so I bought a ton of HYPE I traded a lot on Derive, so I bought a ton of DRV
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🎙️ New @Edge_Pod 🐂 Kool Krypto: The Story Behind The Anon DeFi Investor & Trader | What He's Betting On This Cycle 0:00 - Intro 2:25 - From mining BTC at 13 to fund manager 5:25 - Early to ETHLend and DeFi 7:38 - The poker game that led to a fund 10:26 - Is TradFi “in the arena” with DeFi? 14:17 - Early to onchain perps like GMX, HL 20:13 - Liquid fund, yield gen, and a little VC 23:28 - Why Kool doesn’t trade memecoins 28:01 - The DRV bull thesis 41:14 - Kool’s winning BTC call spread 45:58 - Pros/cons of Derive’s RFQ trading 50:14 - AI agents, a tailwind for options 52:50 - His onchain options trading tools 56:29 - Pros/cons of options vs perps 1:02:37 - Managing risk and closing trades 1:05:35 - Why Opulent October makes sense 1:11:12 - His viral ETH call spread on Derive 1:17:38 - Bull thesis for KNTQ 1:25:07 - Derive V3’s ability to list new markets 1:28:31 - What if HL/Lighter launch options? 1:34:19 - Why Kool remains bullish on LIT 1:38:24 - Closing 🙏 Thanks to @koolkrypto223 for joining us!
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Stop whatever you are doing and listen to this.
🎙️ New @Edge_Pod 🐂 Kool Krypto: The Story Behind The Anon DeFi Investor & Trader | What He's Betting On This Cycle 0:00 - Intro 2:25 - From mining BTC at 13 to fund manager 5:25 - Early to ETHLend and DeFi 7:38 - The poker game that led to a fund 10:26 - Is TradFi “in the arena” with DeFi? 14:17 - Early to onchain perps like GMX, HL 20:13 - Liquid fund, yield gen, and a little VC 23:28 - Why Kool doesn’t trade memecoins 28:01 - The DRV bull thesis 41:14 - Kool’s winning BTC call spread 45:58 - Pros/cons of Derive’s RFQ trading 50:14 - AI agents, a tailwind for options 52:50 - His onchain options trading tools 56:29 - Pros/cons of options vs perps 1:02:37 - Managing risk and closing trades 1:05:35 - Why Opulent October makes sense 1:11:12 - His viral ETH call spread on Derive 1:17:38 - Bull thesis for KNTQ 1:25:07 - Derive V3’s ability to list new markets 1:28:31 - What if HL/Lighter launch options? 1:34:19 - Why Kool remains bullish on LIT 1:38:24 - Closing 🙏 Thanks to @koolkrypto223 for joining us!
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Hyperliquid will get another flywheel