Friday, April 11, 2025

PEPE TO MARS AND BEYOND … Moon if for Bitcoiners

https://i.redd.it/a5vmvu3t8bue1.png

Could MOASS Trigger a Global Economic Reset?

Hi apes,

Over the past few weeks, we’ve seen a noticeable shift. Silence turning into signals. Posts, tweets, and screenshots from names we haven’t heard from in years.

Ryan Cohen. Larry Cheng. DFV.

The community is awake again. The energy is back. But maybe this moment is bigger than we think.

Let’s say MOASS happens. Not just a short squeeze — but a full-blown market event:

Exposed shorts. Synthetic shares. Failed settlements. Margin calls. The kind of thing that makes front pages and history books.

What happens when a rigged system breaks wide open — and the world is forced to look?

System Failure = Opportunity for Change

For years, the public has suspected that something was deeply wrong with the markets: • Naked shorting • Derivative manipulation • Regulatory failure • Media spin

If MOASS hits and the truth surfaces, that suspicion becomes confirmation.

This isn’t just a market event. It’s a moment to ask:

How do we build a system that works for everyone, not just those at the top?

Connect the Dots: RC, Cheng, DFV • Ryan Cohen has stayed mostly silent, except for some gefilte fish 😉— but his actions speak. GameStop is strengthening. Bitcoin on the balance sheet. DRS still climbing. • Larry Cheng recently posted a quote about empires collapsing — and people being ready to rebuild something better in the aftermath. • DeepFuckingValue? The Batsignal is on!

They aren’t telling us exactly what’s coming. But they are reminding us to pay attention.

And when systems shake, opportunists appear. One particularly loud, orange one might already be preparing to capitalize on the chaos — not necessarily to fix what’s broken, but to reshape it in his image.

What Comes After the Squeeze?

If MOASS really breaks the illusion: • Confidence in legacy institutions could collapse • Global capital might seek transparency and stability • Real production could become more valuable than financial engineering • And foreign industries might even be invited to invest in a “new” America — restructured, rebranded, and post-crash

What starts as a financial correction could become an economic re-alignment.

TL;DR • MOASS could reveal the true scale of Wall Street corruption • RC, Cheng, and DFV are all active again — and timing matters • The fallout may lead to a restructuring of markets, trade, and policy • Even certain orange-colored public figures might use the chaos to reshape the system in their own way

GameStop might not just break the system. It might help start a better one.

What do you think? Is this part of the bigger plan or just an opportunity waiting to be taken?

Buckle up!


Strategize for next week: situation speculation, gold, silver, plat, spy, BA, FXI and more

First of all, let us agree there are disagreements. Some Americans believe that China will implode in the next several months under tariff. Some Chinese believe that a U.S. civil war is imminent due to high inflation. I am not interested in debating with extremists, but you are welcome to comment below.

Let us revisit what happened this week. This is my understanding:

  1. President Trump implemented global tariff, including up to 145% tariff on China. The market wasn't fully anticipating it, so the stock market crashed
  2. The risk spread to the bond market, and the basis trade began to unravel. 10y and 30y treasury yield went up 75 to 100 bps in days, which means the bondholder of 30y lost 11%. Trump paused the tariff, and market went up wildly
  3. Japan hedge fund exploded and saved the market on Wednesday. Nevertheless, there is still around $1T-2T basis trade to unwind. 10y is still 4.5% upon closing
  4. The fickle policy led to a certain degree of de-dollarization. Over the last 24 hours, USD began to depreciate again all currencies, and drove gold and silver price up
  5. Stock market bet that Fed must intervene by buying treasury bonds or cut down interest rate, so SPY went up 1.8% today
  6. Trump must beat rate down to around 3% before refinancing $6-7T in late June
  7. My SPY put expiring today is a 100% loss. lol

There are lot of binary events to happen, such as:

  • Whether Trump will pause China tariff. This is a low possibility event, but some people suspect this may happen, because the stock market is too resilient today. If this happens, all market goes up dramatically, gold and silver will go down
  • Whether Fed will cut interest rate. This is a mid-possibility event. The basis trade and carry trade are unwinding at the same time, and we may explode Sunday night. If Fed cut interest rates, all market goes up dramatically. Inflation may go out of control in the next several months, but who cares about that far out...
  • Whether Trump will reach deal with any country that jointly imposes tariff on China. This is a low possibility event. Since Trump changes decisions hourly (he threatened to put more tariff on Mexico due to some water rights), I doubt whether any country will trust him that much. In addition, China may retaliate if another country, such as Japan, decides to impose tariff on China. Nevertheless, if that happens, U.S. stock goes up, China stock goes down. Not sure about gold or silver

My speculations are:

  1. Nothing will happen quickly next week and we will still be living in this uncertain limbo. Therefore, keeping a position on gold and silver is necessary, if USD's global reserve status is weakened. USD will still be the primary reserve, since no other country have both the military power and can owe that much money.
  2. Inspired by gold and silver, I decide to get others too. PPLT is platinum and PALL is palladium. When China keeps selling treasury, it surely won't hold USD cash and wait for it to depreciate. Maybe we have an outsized chance on plat and palladium
  3. Bitcoin may have a good opportunity, but that is a separate issue. Also, I like GNS way more
  4. Put BA and Call BYD. EU is negotiating with China now to remove EV barrier. I can only speculate one reason: EU wants to sell airbus aircrafts to China in exchange of opening EV barriers. This is bad for BA and good for BYD. I don't want to be suicided by BA, so I will stop here
  5. Keep FXI calls. Trump will continue to find weapons to threaten China, and mentioned he may delist China Stocks. That is probably unlikely, but you don't know Trump - can you imagine a U.S. president issued a memecoin before inauguration? Nevertheless, Aug 2025 FXI calls have IV of 32% to 35%, which seems insanely low. You can also check MCHI, TCHI, KWEB, KSTR, and pick whatever flavor you like
  6. Continue holding coal. In two years, China navy will outweigh U.S. navy, and U.S. navy doesn't even have repair capabilities now. Therefore Trump must rebuild steelmaking and shipbuilding, which requires coal. I also lost big on NUE calls because the market doesn't believe U.S. steelmakers have a chance - they may have a point.
  7. I kept a small put position in case of a black Monday.

What did I miss? what other opportunities are there?


Hydranet - Weekly DEV Update #154

Hydranet - Weekly DEV Update #154

Hydranet HDN - Weekly DEV Update #154

X/Twitter: https://x.com/TheHydranet/status/1910611073239076976

Web DEX Frontend:
- Minor bugs from alpha tests have been fixed
- Orderbook issues have been identified and are being tackled
- Performance issues are being engaged and debugged

Web DEX Backend
- Faucet has been improved and updated
- #Bitcoin transaction synchronisation time has been further improved
- Rental Manager received an update to show available rental capacity
- All events will now be emitted by unified subscriptions, improving overall performance
- WebWallet was bumped to BDK wallet version 1.2

HDN Token Swap
DAO vote #34 (Token Contract Update) has passed with 21.5M votes in favor and 0 against. Therefore our DEVS took immediate action and initiated the contract update process.
- Snapshot planned for April 13th, please remove your Uniswap LP before this date!
- Airdrop planned for April 14th

Read more here: https://medium.com/hydranet/hydranet-token-swap-what-you-need-to-know-f6c8dfc2e253…

MultiSig
- DAO Vote #34 (HDN Token Contract Update) concluded: https://snapshot.box/#/s:hydranet.eth/proposal/0xb2e9448d44bfbf4df1d79a6591bdbe17f5dbed8e002ca54aba34cc69fb22f3a5…

- DAO Vote #35-1 (HDN Funding for OTC Sales) concluded: https://snapshot.box/#/s:hydranet.eth/proposal/0xd41e6830fec52e6bfb54f1772008eb6d4e0c3ef748734fbc2b5db5fae0d71b60…

- DAO Vote #35-2 (HDN Funding for OTC Sales) is live, if you haven't done so already, please cast your vote: https://snapshot.box/#/s:hydranet.eth/proposal/0xa4a8b6a9c94f56e9e3ede9547625b86c900ecdf7cb78eb87e04070ca00e022b7