← Taiki MaedaTrade on Robinhood →Trade on Hyperliquid →Trade on Hyperliquid →Trade on Hyperliquid →Trade on Hyperliquid →Trade on Hyperliquid →
“if it's going to be worth $100, then that implies an FDV of roughly $4 billion. I think that's way too cheap. That's like 10% the FDV of Hyperliquid.”
@Taiki Maeda
Lighter (LIDR) airdrop launches at far too cheap an FDV, points re-rate to $250-300 on listing
LIDRLONG@ $2.96
$1.12-61.97%
since call Oct 7
“I'm only really bullish MANTA, right, from like a valuation and a fundamental thesis … I always want to have at least 50% of my portfolio in stablecoins.”
@Taiki Maeda
Mantle is the one alt held with conviction on valuation and fundamentals as everything else gets rotated to stables
MNTLONG@ $2.30
$0.39-82.96%
since call Oct 7
“people are bidding this up to like 15 billion FTV … I get paid 50% funding by shorting this thing”
@Taiki Maeda
Plasma (XPL) is overvalued vaporware at $15B FDV with $1M/day emissions, short it and collect 50% funding
XPLSHORT@ $0.92
$0.07+92.05%
since call Oct 7
peak +92.0%
“this is currently like my short basket. I'm shorting things that I think will just eventually go down over time with heavy emissions. Like low flow, high FDV.”
@Taiki Maeda
Sui is overvalued low-float high-FDV with heavy emissions, short into pumps
SUISHORT@ $3.45
$0.68+80.24%
since call Oct 7
peak +80.4%
“I'm shorting things that I think will just eventually go down over time with heavy emissions. Like low flow, high FDV … these tokens are way overvalued.”
@Taiki Maeda
Story Protocol (IP) is overvalued low-float high-FDV, short and add on pumps
IPSHORT@ $9.40
$0.32+96.63%
since call Oct 7
peak +96.6%
“these tokens are way overvalued … let me just pick a basket of coins which are just clearly overvalued and such vaporware”
@Taiki Maeda
World Liberty Financial token is overvalued vaporware, short and add into pumps
WLFISHORT@ $0.18
$0.05+70.13%
since call Oct 7
peak +71.6%
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