Imagine selling on Hood Summit day and forgetting ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 is 1/21 the size of hyperliquid:native in the process.
LighterLiquid.
Bingo.
People are over indexing on OpenAI and Anthropic. The impact was reallocation to SpaceX / Meta.
This will be visible in the next quarter of earnings with Mag7 maintaining capex guidance.