Numagera
106 posts

Numagera
@numageracom
True prop trading firm built on Hyperliquid. Manage up to $200K in real buying power. Coming soon.

HE’S LONG $100 MILLION OF HYPE This whale is up $39.7M longing HYPE. He’s leveraged his entire account 4x in the largest current on-chain HYPE long. The total value of his long? $93 MILLION. Is this about to be the biggest HYPE trade ever?



The deeper reason is what's behind the ticker. A tokenized stock is a claim on a real business with real products/services, customers and revenue. 99.99% crypto tokens are just a neon landing page, unfeasible roadmap and "everyone gets rich" narrative that turns to dust after the TGE, unlocks and listings bleeding toward zero once the market-making budget runs out. So, real cashflows on-chain raise the bar for the whole space.

tokenized stocks are bullish for crypto because they attract builders, funding, new users and keep capital onchain not because everyone suddenly wants stocks onchain








Just long when a stock is listed on HL $MINIMAX


Here are the top 10 crypto projects by revenue + holder revenue. What do you notice?





I agree that market caps price future potential But by that logic, shouldn’t the biggest upside come from products built on top of Hyperliquid rather than Hyperliquid itself? Infrastructure is valuable But the companies leveraging that infrastructure are where users actually spend time speaking of infrastructure, what future is Numagera pricing? a prop firm on HL sounds interesting, but I’m curious what the endgame looks like beyond funded accounts

Crypto is about to stop being an isolated market. Once you sit with that, both the products-vs-infrastructure debate and, in our context, the question of what a prop trading firm on Hyperliquid should actually look like get a lot simpler. Here's our takes 🧵 x.com/Boycrrypt/stat…



Crypto is about to stop being an isolated market. Once you sit with that, both the products-vs-infrastructure debate and, in our context, the question of what a prop trading firm on Hyperliquid should actually look like get a lot simpler. Here's our takes 🧵 x.com/Boycrrypt/stat…


I'm wondering why there's such a big valuation gap between the tokens of the top revenue-generating protocols. Hyperliquid is at $17B USD market cap. Pumpfun which makes roughly the same amount in fees is at $500M USD. Collector Crypt has a $130M USD market cap while being very close to both in terms of fee generation. Doesn't make sense to me. Either one is overvalued or two are undervalued







