Hyperliquid's Breakout Moment and Trades For 2026

the sort of contrarian angle I'm looking at is I was kind of bearish Canton. Now I'm not. I think that may be a very good angle to play into the themes Avi just alluded to.

BitTensor, the TAO, is up this year when everything, when everything is down. There's a lot more dispersion in the market

that's actually been one of the greatest trades I think I've ever seen in the history of, of markets, which is that there has been just an absolute decimation of tokens... And getting short, though