Hyperliquid finally gearing up to launch its own stablecoin:
- There’s $5.5b of USDC on deposit on Hype, implying + $220m of incremental rev (~17% bump) for token holders (at 4% rates) when fully swapped to USDH
- For Circle (CRCL) shareholders, not so great news. Assuming a…
Hyperliquid finally gearing up to launch its own stablecoin:
- There’s $5.5b of USDC on deposit on Hype, implying + $220m of incremental rev (~17% bump) for token holders (at 4% rates) when fully swapped to USDH
- For Circle (CRCL) shareholders, not so great news. Assuming a… https://t.co/9BBrLfApYG
Bad take IMO
HyperEVM is not an "undifferentiated fork". The chains purpose is corewriter - for the first time DeFi apps can directly tap into orderbook liquidity.
With this, Siloed systems, e.g Market making strategies, can be automated AND democratized (anyone can deposit…
Bad take IMO
HyperEVM is not an "undifferentiated fork". The chains purpose is corewriter - for the first time DeFi apps can directly tap into orderbook liquidity.
With this, Siloed systems, e.g Market making strategies, can be automated AND democratized (anyone can deposit…
alt/expanding view:
if you've been here for years, you know how to make money here
and only here
don't fool yourself into thinking you'll slip straight into stock picking and trading and do as well
or god forbid thinking you're actually able to run a real bizniz
once i…
alt/expanding view:
if you've been here for years, you know how to make money here
and only here
don't fool yourself into thinking you'll slip straight into stock picking and trading and do as well
or god forbid thinking you're actually able to run a real bizniz
once i…
Hyperliquid's fundamentals are improving each day.
@Rabby_io, @rainbowdotme, and potentially @MetaMask plan to integrate Hyperliquid perps into their mobile wallets.
Builder codes are already starting to drive the next wave of adoption. (more below)
Just woke up to Jeff & team raising the Assistance Fund buyback from 97% to 99% of fees and increasing the validator set to 24.
A couple thoughts:
1) Reducing HLP fee share from 3% to 1% should create a marginal flow from HLP TVL into HYPE market cap.
2) The perpetual AF bid…
You guys really don't get it
It's doing 35% of all blockchain revenue (higher now)
It's doing more Bitcoin volume than the worlds largest central exchanges
This is literally the entire point of Crypto
$HYPE is currently undervalued due to previous cycle PTSD.
It has zero speculative premium right now.
And is dominating one of the largest crypto use cases with an enormous TAM: perps.
Whilst also having the best tokenomics in crypto.
Food for thought.
I used to sit next to this seasoned trader. He never talked
One day out of the blue asked me why I traded. I said “I love it”
He said “if you love trading it means you’re trading like a bitch and don’t have size on” and walked away
$4M in cash flow on a Sunday during the summer. Do you have any idea what these fees will start to look like a year or two from now? Volatile days during bull markets will be $10-20M
There are so few people in this world who actually understand how to value $HYPE. Most try to…
so basically CZ owns all the BNB supply?
and bnb is one of the best performing coins to ever exist
and basically the AF is buying the entire HYPE supply?
i see
Honestly there is something beautiful about this simple drawing and inevitable alt life cycle.
No one is buying your Fartcoin bag. Exit on rallies or ride the euthanasia rollercoaster.
Over my 25yrs in the game of quantitative investing, and drenched in equations and models, I've honed in on the only math that really matters:
Minimize drawdowns during unfavorable times.
The multiplicative nature of positive returns during good times does all the rest.
A butterfly flaps its wings and a hurricane starts on the other side of the globe.
Trump turns his head an inch to dodge an assassin’s bullet so he could live to destroy the markets.
we’re living through the most violent systemic reordering in at least a century, maybe ever, once the compounding effects of ai acceleration, doge, & collapsing global trade norms finish syncing.
it’s like three cat 5 hurricanes slamming into the world economy simultaneously:
-…
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