← Taiki MaedaTrade on Hyperliquid →Trade on Hyperliquid →Trade on Hyperliquid →Trade on Hyperliquid →Trade on Hyperliquid →
7:01SHORT
“ETH is like a $357 billion market cap and the estimated annualized revenue … is like $300 mil. So like the market cap to revenue ratio is like over 1,000.”
@Taiki Maeda
ETH is fundamentally overvalued with no growing metrics; one more leg lower toward the $2Ks.
ETHSHORT@ $2,922.20
$1,862.55+36.26%
since call Nov 25
peak +39.8%
12:49SHORT
“the MicroStrategy MNAV … this was not a good time to be long crypto”
@Taiki Maeda
Digital asset treasury bubble is popping; MSTR mNAV near 1 and Nasdaq delisting risk drag it lower.
MSTRSHORT@ $172.90
$91.10+47.31%
since call Nov 25
peak +48.4%
21:21LONG
“I do believe in a K-shaped recovery for crypto moving forward where Bitcoin will recover, coins with some buybacks will recover…”
@Taiki Maeda
K-shaped recovery: Bitcoin and buyback coins recover; he'll bid BTC and Hyperliquid on the next leg lower.
BTCLONG@ $86,854.00
$62,929.50-27.55%
since call Nov 25
“Lido points are going for like $80. I'm done. … I have a bunch of points. Variational, I think, will be a good farm.”
@Taiki Maeda
Long Lido points farm; positioned heavily and points already valued around $80.
LDOLONG@ $0.66
$0.34-47.41%
since call Nov 25
26:37LONG
“next leg lower, if we get a next leg lower, I will just be bidding Bitcoin, maybe Hyperliquid, stuff like that.”
@Taiki Maeda
Hyperliquid is the survivor to accumulate on weakness; he'll bid it on the next leg lower.
HYPELONG@ $32.38
$52.62+62.51%
since call Nov 25
peak +112.7%
TIMESTAMPS
7:01
12:49
21:21
25:54
26:37