🤓 Liberation Day Never Happened, Recession Callers Rekt?

PLUS it's time to study the new narrative: Internet Capital Markets!

May 13, 2025

GM, it’s another beautiful day to dunk on bears.

Since Trump pulled up his cardboard full of imaginary tariff numbers, everyone shit their pants. The institutions sold, the macro podcasters got back into top ranks, bear market porn was on a daily menu. But no more.

Everything is back to pre-Liberation Day valuations, and meanwhile, DXY weakened. SPX reclaimed 5,600, the odds for the US going into recession fell to 40%, and it seems more likely by the day that we’re seeing a full-on Covid-style reversal happening.

Moreover, today’s CPI data showed another downtick in inflation, and as of today, US Consumer Price Inflation tumbled to its lowest in over 4 years. Sure, there will be pullbacks that might be coming soon, but this market is now firmly in a bullish posturing.

Notably, the market did not go into apocalyptic mode after seeing the epic ETH pump. This means a lot. Combined with the weakening of Bitcoin dominance, this might be the beginning of a true regime shift.

As we advance, it’s worth watching the USDT dominance. This one either finds its footing on the next support, which would be a catalyst for the next pullback, or breaks down, sending everything higher again. Which one happens first, nobody knows.


Stay focused and pick your entries well, it’s looking promising.

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MLG/SOL 1D Raydium Log Chart

MLG had a huge daily candle yesterday, but the price has yet to enter the cloud, which is where the edge-to-edge trade technically begins, targeting the 2nd purple box up top. That said, mindshare has been ramping for this meme comeback story.

The target is a huge 10x from the entry purple box. I am bidding there, expecting a pullback after yesterday’s pump. That 10x target is a tall ask, but we also have a fat, flat-topped cloud, which usually means a strong magnet for price up top. Fellow degens, let us pray. I think it’s a foregone conclusion we’ll get into the cloud now, as there’s really nowhere else to go.

Come by the Lucky Luke Discord channel for comments, to roast my picks or to pump your own bags. All banter is welcome any time!

Solana smart-money flows are dominated by the Internet Capital Markets meta. More on this below →

Source: ChainEdge

Internet Capital Markets.

Today we have a new meta that could grow to a similar magnitude or bigger than we saw with AI memes (GOAT, FARTCOIN) and then agents (VIRTUALS, AIXBT) late last year. We even have the same right-curve hype man kicking things off in the form of HIM Gajria, back in the trenches to bull post this startup meta into the stratosphere.

Grant called it back in March with his Appcoin Thesis. It’s happening. I was up and in Discord at 4 a.m., and he’d been doing some 2 a.m. shopping. What we’re talking about is a pump-fun-style launchpad, but for actual startups.

Founders are using it. Some of them are doxxed, with reputations to maintain. Of course, we will see rugs, but there will also be app-backed coins that could run for the long term as adoption happens. I’m talking about the elusive product market fit: actual users who don’t need to know or care about crypto. That’s a much bigger TAM than your latest infra coin.

This space lends itself to cynicism, but after what we saw from Pieter Levels and his flight simulator game, I’m feeling pumped to see what vibe coders can throw together. And for the chance to bet on these apps, without VC’s having had all the fun in the private markets first.

Lastly, here’s a full research report on Internet Capital Markets by Emiri, don’t miss out.

  • PiP (Hyperliuqid NFTs, meme) - NFTs launching today

  • Hyperdrive (Stablecoin money-market for Hyperliquid)

  • Apiology DAO (Berachain) - Genesis event is now live

To save you doom scrolling.

Many such cases. Don’t let this be you.

As I’m finishing this one, the market seems to be digesting the overall bullishness a bit. In times like these, it’s important to keep the higher timeframe picture in mind—and it’s bullish.

stay safe homies,

Hix0n 🫡

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