According to @milesdeutscher, he capitulated a significant portion of ETH in early 2025 and re-entered a few weeks ago via ENA, ETH betas, and a long ETH position, source: @milesdeutscher on X, Aug 11, 2025. He reports that his portfolio is now outperforming again, source: @milesdeutscher on X, Aug 11, 2025. He emphasizes that adapting to new information and re-entering positions is more important than ego in markets, source: @milesdeutscher on X, Aug 11, 2025. Trading takeaway: this highlights a flexible, thesis-driven re-entry into ETH beta exposure and ENA, with no specific performance metrics disclosed, source: @milesdeutscher on X, Aug 11, 2025.

According to Flood (@ThinkingUSD), Hyperliquid's improved price elasticity, driven by the recent exit of most dollar-based retail traders via the assistance fund, is now leading to higher volatility. This increased volatility results in more trading fees, which in turn funds more buybacks of the native token. These buybacks contribute to Hyperliquid's relative outperformance compared to other platforms, making it a more attractive asset for portfolio managers seeking alpha in the current crypto market environment (source: @ThinkingUSD, Twitter, June 13, 2025).