MikeS

$HOME attempting a multi-month trend reversal, as team keeps shipping. Comfy hold

Market's down, but we are manifesting a new ATH.

Confidential vesting makes sense - so no one can front run your unlocks. Would be useful for both investors + projects imo

Rocket perps are strangely addicting and fun

DCA'd some $manifest - not holding much onchain stuff but I think it has normie appeal and floor seems good here.

Think we likely see a new $HYPE ATH today - pullbacks are getting slammed as people bid the strongest asset + ETF inflows consistently strong so far. But a lot of HYPE unstaking over the next two days. Curious how much hits the market and how well that sell pressure gets

One thing worth noting that the CEXs that route flow pick the shelf, and the stablecoins they pick get the volume. The top 3 CEXs (Binance, OKX, Bybit) ran ~60% of crypto derivatives volume in Q1 2026. Their risk engines add collateral assets slowly. Every addition is a

Best type of trades are ones you can buy and hold for weeks/months without worrying about short term volatility. Huge tailwinds from $HYPE - attention from pre-IPO perps, revenue boost from USDC yields, many shorts underwater - so expect a further squeeze up. We're also seeing

USD1 just crossed $4.5B. Worth looking at what's actually driving it. The stablecoin market sits ~ $323B. USDT and USDC are still the base layer. Everything else competes for the surface area that's left. Most have picked a lane: → PYUSD: payments → USDe: yield → USDS:

2026 seems to finally take Privacy seriously. The Infra is closely catching up with the narrative where all major primitives deliver functioning products: FHE (Inco, Fhenix), MPC (Lit, Nillion, Arcium), ZK (Aleo, Namada, Aztec), TEE (Oasis, iExec). Worth looking at

Team credibility also matters here: - Louis Regis (lead): ex-Credit Suisse quant; ex-Rothschild crypto lead; XBorg CEO (XBG grew ~$40M→$400M); top Bybit and HL PnL trader - James Ward: Seel co-founder; XBorg CTO; 10+ years in distributed systems. - Valdi: ex-Worldcoin engineer.

For a legacy industry plagued by opaque rules, delayed payouts, illiquid capital, and a history of blowups. Having all operating metrics (revenue, payouts, pass rates, funded traders, payout speed) on a public dashboard is how you build trust. What Propr's data is showing now:

Multi-market access is an underrated USP. Retail liquidity is thin - October's leverage cascade wiped out a lot of crypto wealth. Memecoins run on micro-cap dust. Polymarket is deep only on major events. Even top Hyperliquid traders hit size limits. What traders actually need

Prop trading is one of the largest retail finance businesses that crypto hasn't fully touched yet. MetaTrader powers a $10B retail trading market. FTMO alone did $200M+ in revenue last year. These platforms were built in 2005 with no crypto support. No API. No path to AI

Prediction markets are up 30% while every major DeFi category is down 20-40% from January 2026 levels. Worth unpacking how PM is the only crypto activity in the green this year: What drove the Feb spike? Trump inauguration week + dense political calendar → Polymarket hit a

That's why it's helpful to define levels before the trade - TP'd the full position at 2.8 which was the previous breakdown point, and now we've got a retrace to 2.4 to re-enter. Don't think $TON szn ends in a week when mindshare is accelerating, upgrades underway, and we're just

$TON is up 61% on the week. Two things are converging - technical improvements and a meaningful governance shift with Pavel Durov actively pushing. On the tech side: block rate up 6x, transactions now subsecond, fees down 6x to near zero, new dev tools and performance upgrades

BTC seems to be breaking its downtrend and looking to reclaim the 200-day EMA at 82K - a level it hasn't closed above since October. Worth watching alongside it: STRC - the preferred stock Saylor uses to fund BTC purchases - is sitting at $99.96, just below its $100 par value.

Trust Wallet just integrated Hyperliquid. Trade HL perps from inside the wallet, with 0% fee markup & multichain deposits. Most of HL’s growth has come from crypto-native traders who bridge in deliberately, so this puts it in front of a much bigger mobile retail base. curious if

$BLEND 2x+ from ICO. 5% circulating + Korean listings = supply shock.