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CRCL Update + Hylo Deep Dive: xSOL, xBTC, xHYPE Explained + Volatility Decay Walkthrough | Ep 562

Dela

Good now revolutionaries— The full crew's back for the Thursday close-out. Bitcoin is still in consolidation and Will's frame is straightforward: below $72K we're in the same 6-month range, don't be shocked to see a trip back to $62K where Binance's liquidations are magnet-strong. If you're feeling FOMO, that's the signal to DCA over two months on a schedule — not to blow the load. Alex's After Dark short position closed the way it should have (following his rules, not the inverse-Alex signal), and the position would have been wiped out overnight if he'd broken the rule.

Circle stock check-in. Will's average is $65.68; Alex's average is $64.40 — from blindly following Will's advice, which Will took very personally on-air. Circle minted $500M USDC on Solana yesterday (extremely bullish signal for demand + reserves). Will's chart read: short-term cool-off possible down to $69-76 support, then the direct target is $95 (the 200-day EMA and the bullish gap). Longer wedge breakout points at ~$104. Ark blockchain public mainnet targeted September 16 with BlackRock + Vanguard as validators. Coinbase / Circle 50% revenue share means Ark is a hedge bet for Coinbase either way.

Hyperliquid pumped hard off Trump's White House meeting. Alex's Michael Selig (CFTC chair) smirk-meme identification of the 'guy with the full-port 50x long on hype' was a highlight. Deep dive into Hilo (hilo.so) — xSOL, xBTC, and the newly-fee-free xHYPE — leverage-wrapped tokens you hold like spot. xSOL up ~35% on Solana's 12% day; xHYPE up ~51% on yesterday's HYPE run. Will explained volatility decay with a clean $100 → $80 → back-to-$100 example that lands xSOL at $90. Ten-ten wick stress-tested both Hilo and Turbo (DeFi Carrot) with zero liquidations. Then a proper wrapped-token risk explainer using Matt's football-jersey analogy.


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