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It's interesting to see how the market is in the red, but $PREDI has held up very well. It seems the top holders continue to accumulate.
Good signal here

Alphanomics 💧16 tuntia sitten
Top Holders are quietly stacking $PREDI on Base 👀
💰 ~$300K accumulated this week around a $2.5M MC
📉 Down 40% from ATH but no signs of panic
This consistent accumulation could signal a setup for the next leg up...

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Circle announced yesterday that they will deploy native USDC and CCTP v2 on Hyperliquid.
At first glance it might look like a nothing burger (who cares, the USDC are already there right?) but if we look closer this is one of the most bullish things to date since the Hyperliquid's inception.
Right now, the biggest Hyperliquid single point of failure (and the biggest FUD generator) is the Arbitrum -> Hyperliquid bridge. This bridge has 4 signers and if 3 of them are compromised they could extract all its USDC and destroy Hyperliquid (in practical terms I'm pretty sure this is still really safe since I believe that all those signers/validators are stored in a very secure physical place).
With the native USDC deployment everything changes (not confirmed, but that's my guess) because the architecture changes radically removing Arbitrum and the bridge from the equation (again, not confirmed, just my guess). Instead of having to bridge USDC through the 3/4 bridge in Arbitrum, Circle will mint the USDC natively, so Hyperliquid won't need to store those $5B USDC, so this removes the biggest FUD point.
This deployment also entails two more things:
> Easier integration for qualified custodians: more funds will be able to buy $HYPE natively.
> Multiquote orderbooks: the new architecture might allow to deposit more kinds of assets (USDT, USDhl, $HYPE? etc) instead of only USDC, enabling much more markets.
Again, nothing of this is confirmed and they might not remove the bridge, but it's just based on my thoughts and in their latest comms.
Pretty excited to see how they manage the migration and to see the new architecture.
Hyperliquid.


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There’s nothing wrong with copying a trade - we all learn by watching others, but there’s a big difference between understanding a thesis and borrowing conviction.
One means you’ve internalized the why, the risks, the invalidation.
The other leaves you guessing, shaken out by noise, short-term volatility, and constantly seeking reassurance because the conviction was never yours to begin with.
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