MONK @defi_monk1

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MONK @defi_monk

10 months ago

1) A Valuation of Hyperliquid Key takeaways from my latest Messari report My updated valuation outlook on the $HYPE token places it at a $13B FDV, with the potential to rerate higher than $30B in the right market conditions. Let's dive in: 🧵👇

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MONK @defi_monk

5 months ago

Now that the dust has settled, Hyperliquid, Tron and Solana seem to be emerging as the money printers in crypto going forward. Chains built around: 1. An exchange 2. Stablecoin transfers 3. General purpose usage Excited to see how this evolves on a longer time frame.

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MONK @defi_monk

5 months ago

Keisans vault is the first I am scaling into and is a great example of Hyperliquid’s most slept on feature. It’s a systematic vault that is net short and allows me to capture a broader theme within my port w a basket of trades I am too lazy / unequipped to build on my own.

Keisan.hl @Keisan_Crypto

5 months ago

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MONK @defi_monk

5 months ago

They keep shorting the google maps of AI Agents.

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MONK @defi_monk

5 months ago

The sudden rerating of CT vibes with a simple $FART and $HYPE pump should tell you we are never going to stop doing this shit. We all love the game too much. Alts will never die.

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MONK @defi_monk

5 months ago

Scattered thoughts on $HYPE PA: Lots of people made a crap ton of money on $HYPE before the market flipped bearish, so not surprised we got such a steep decline when it did. Add in HLP fud, and overblown expectations for HyperEVM on day 1 into the mix as well. I still believe…

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MONK @defi_monk

5 months ago

Been noticing all the top projects recently have been TGEing on Base 🤔

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MONK @defi_monk

5 months ago

$PROMPT is pretty cheap considering what it would've been worth if it launched end of last year. Probably a decent bet there if you think any speculative AI interest creeps back.

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MONK @defi_monk

5 months ago

A thesis ive been thinking about is the upcoming onchain CLOBs arms race. In the same way $SOL kicked off an alt-L1 frenzy, I think $HYPE has shown everyone that onchain CLOBs work and have absurd PMF. Most will die - but many winners can emerge. DEX/CEX gap will close fast.

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MONK @defi_monk

5 months ago

hyperliquid

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MONK @defi_monk

5 months ago

If you think there's a chance China backs down you don't understand how they're built Source: I have Chinese parents

Whale Insider @WhaleInsider

5 months ago

If you think there's a chance China backs down you don't understand how they're built Source: I have Chinese parents

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MONK @defi_monk

5 months ago

People don’t understand yet that Hyperliquid’s fees = revenues = earnings. The team has been paid w locked and vesting tokens. There is no COGS or OPEX. Everything can go to the community. Comparable volumes to Robin Hood run by a team <10. Crypto businesses are leaner.

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MONK @defi_monk

5 months ago

Ty to the hyperliquid community for pointing out the fees discrepancy in the QT’ed chart. Props to the @artemis data team for the quick fix. Here is the updated chart:

MONK @defi_monk

5 months ago

Ty to the hyperliquid community for pointing out the fees discrepancy in the QT’ed chart. Props to the @artemis data team for the quick fix. Here is the updated chart: https://t.co/6mPpwCswhE

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MONK @defi_monk

5 months ago

Hyperliquid's 24H fees only slightly below BNB's, and is more than half of Solana's (Source: @artemis). Still #33 by market cap on Coingecko.

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MONK @defi_monk

5 months ago

Hyperliquid’s business isn’t counter cyclical but it is more dependent on volatility than broader liquidity drivers. And with Trump at the helm it appears obvious we will get more volatility more often.

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MONK @defi_monk

5 months ago

Meanwhile DEX volumes and economic activity on Solana are drying up. Says alot about what businesses are sustainable in crypto.

max.hl @fiege_max

5 months ago

Meanwhile DEX volumes and economic activity on Solana are drying up. Says alot about what businesses are sustainable in crypto.

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MONK @defi_monk

5 months ago

There IS a long term oriented store-of-value $BTC bid and on some trading days that wins (Friday). But it’s always short-lived if we have a serious gap up in panic across risk assets aka what is happening right now.

Haseeb ＞|＜ @hosseeb

5 months ago

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MONK @defi_monk

5 months ago

The problem is the long-term SoV bid is not a consistent faucet, and more often than not is the result of a few large actors taking action on specific days. So we never see a smooth decoupling. Hopefully this changes over the years.

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MONK @defi_monk

5 months ago

Btw, I’m expecting that you’ll be able to farm $GTE at some point.

MONK @defi_monk

5 months ago

Btw, I’m expecting that you’ll be able to farm $GTE at some point.

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MONK @defi_monk

5 months ago

1) MegaETH & GTE Key takeaways from my latest Messari report To beat CEXs, we need performant onchain CLOBs. The problem is, onchain CLOBs on general purpose blockchains today are just not good enough. @GTE_XYZ on MegaETH is planning to change this. Let's explore 🧵👇: