SharonAI Holdings Inc (Derivatives) (SHAZ)

Well I wanted to TWAP but this thing shoots up 16% from the lows
In a few hours… https://t.co/HTJhGSysBn

$SHAZ got listed on Hyperliquid

It‘s the neo-cloud company where Leopold Aschenbrenner took a 20% stake.

I will just set a TWAP and forget about it in the next few weeks

Will come back to this tweet in a few weeks https://t.co/Vp5vqOT6as

mkt thoughts - 6 jul 26

A tale of 2 cities in terms of performance. Names with overweight positioning definitely feeling the gravity today as they sink deeper into the red while the rest of the names in their sectors stage strong rallies. In neoclouds, performance was led by $SHAZ and $IREN on potential anthropic deals. Meanwhile $NBIS floundered while even $CRWV managed to trade firmly. In memory, $SNDK continues to plunge the lows of thursday while $MU is not that far behind. The commonality between these heavy names are their massively overweight positioning and status as retail go to names. Price action in them resembles tickers with a constant running sell twap.

In other liquidity indicators, $BTC has been trading extremely strongly. $MSTR was shown to be a seller of $BTC last week, which begs the question - who was buying then? I generally like these sort of set ups and i think it is indicative of a risk on environment.