Hyperliquid Is The Only AAA Coin Right Now | Ep 501
May the 4th be with you. Short solo show — 38 minutes — with Will from Maine while Evan and Alex are down at Consensus Miami. Heavy on technical analysis, light on news, with one big macro-thread on the Japanese carry trade.
The morning's market mover: Iran claimed a missile strike on US naval ships, US Navy denied, oil spiked ~5%, Bitcoin dipped on the news then rebounded. The US is now escorting commercial ships through the Strait of Hormuz, a third carrier group is in the area — Will's read: it kind of looks like we're trying to antagonize Iran into a strike. Crude oil charts are gearing…
The skinny
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