HyperFury

5.3K posts

HyperFury

HyperFury

@0xhyperfury

retardmaxxin

Onchain Bergabung Ekim 2025
278 Mengikuti185 Pengikut
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HyperFury
HyperFury@0xhyperfury·
τιμωρία γάρ ἐστι τοῖς ἀγαθοῖς μὴ ἐθέλουσιν ἄρχειν τὸ ὑπὸ χειρόνων ἄρχεσθαι. One of the penalties for refusing to participate in politics is that you come to be governed by your inferiors.
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flip@trevor_flipper·
@0xhyperfury looks like they are about to with $20m
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Henrik
Henrik@Henrik_on_HL·
Will $HYPE reach $50 this week?
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flip@trevor_flipper·
i am not one to like an asset on eth but this is interesting i do not hold ldo atm but observing
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Tom Howard
Tom Howard@_TomHoward·
I just opened an account with @ereborbank and did the initial account funding in minutes with USDC on @solana. This is the coolest bank I've ever used!
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HyperFury
HyperFury@0xhyperfury·
@lourenco_vs Good luck. My burger stand makes more money than SEI…
HyperFury tweet media
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Lourenço VS
Lourenço VS@lourenco_vs·
$SEI fundamentals I get asked a bit about the $SEI chart. Chart looks like horse shit. I still have my bag in the red and will hold it. If Raoul approach is correct then fundamentals matter. her are the main takeaways from Grok: 1. User Growth Driver: Heavy Bet on AI AgentsSei explicitly positions itself for the "agentic" future Raoul describes. The network has pushed hard into AI agent infrastructure: - It promotes the idea that the next billion+ "users" won't be humans but autonomous AI agents handling transactions, coordination, and swarms at machine speed. - Features like the Giga upgrade (targeting 200K+ TPS, sub-400ms finality) are designed precisely for high-frequency, low-latency agent-to-agent interactions. They've released AI-optimized docs, agent-friendly tools, and positioned Sei as "Visa for the Agentic Economy." This directly maps to Raoul's point on "orders of magnitude more users than humans will ever produce" via smaller but vastly more numerous agent transactions. Sei already boasts strong human user metrics at times (historically ranking high in daily active users among EVM chains, with peaks near 1-2M DAU and millions of wallets), but the real upside lies in agent-driven volume scaling. If agents take off, Sei's speed edge could compound user growth explosively. 2. Value Transacted Per User: TradFi Rails, Stablecoins, and TokenizationThis is where Sei has made concrete moves: - Stablecoins: Native USDC support, integrations for deposits (e.g., via Kraken), and growing stablecoin market cap on-chain (recently in the $130-180M range). This enables the "financial system moving to blockchain rails" Raoul highlights as the primary driver of value per user. - Tokenization/RWAs: Sei has attracted institutional players for real-world asset tokenization. Examples include:Securitize launching Apollo's ACRED fund. KAIO protocol bringing tokenized funds from BlackRock, Brevan Howard, and Hamilton Lane (e.g., SCOPE fund). Ondo USDY tokenized Treasuries integration. These are exactly the TradFi inflows (private credit, money market funds, yield-bearing assets) that dwarf speculative crypto activity. Sei's design—fast finality, low fees, EVM compatibility—suits high-frequency trading, DeFi perps, and institutional settlement. If TradFi value truly migrates on-chain (stablecoins as the on-ramp, then tokenized everything), Sei is building the performant rails for it. DEX/perps volume has held up better than TVL in quieter periods, showing some resilience in transaction utility.
Raoul Pal@RaoulGMI

If Metcalfe’s Law is the best way to value blockchains, which I believe it is, then the two variables that matter are value transacted per user and total users. They compound. The key future drivers: Value transacted per user will come from the financial system moving to blockchain rails, led by stablecoins and then the tokenization of everything else. TradFi value dwarfs everything else. User growth will come from agents. Smaller transactions, but orders of magnitude more users than humans will ever produce. Everything else will be a rounding error in 10 years.

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HyperFury
HyperFury@0xhyperfury·
This basically proves @xueqinjiang is an idiot who doesn’t do any research on what he talks about and just mouths off a bunch of random BS that makes him look smart to a bigger group of idiots who haven’t done any research either
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HyperFury
HyperFury@0xhyperfury·
@LynAldenContact You’ve just giving up to the leftist invasion by letting do this all the towns
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Arthur Hayes
Arthur Hayes@CryptoHayes·
"No Trade Zone" discusses the impact on $BTC based on whether the Strait of Hormuz is open or closed.
Arthur Hayes tweet media
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Lyn Alden
Lyn Alden@LynAldenContact·
The fact that we have a gay chad treasury secretary is pretty funny. Put in place by a Republican. Literally nobody cares about his personal stuff. Lives in a rich pink house. Fights people too often. Finance expert. We’re like, “bro, are you going to get interest rates down?”
Bully@BullyEsq

I love that we have a snarky gay treasury secretary who lives in this pink house and who frequently just beats the shit out of people he doesn't like in the executive wing

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HyperFury
HyperFury@0xhyperfury·
@ryandcrypto Stocks are mispriced BTC will never be quantum ready
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ryandcrypto
ryandcrypto@ryandcrypto·
Stocks: back at all-time highs Bitcoin: still ~40% below peak One of these is mispriced Question is which one
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Magnus Nørgaard
Magnus Nørgaard@hr_noergaard·
På mandag holder jeg et space hvor jeg inviterer @jonatanpallesen ind til en snak om indvandring i Danmark 🇩🇰 Det bliver spændende! Vi åbner op for lytterne fra start af, så hvis du vil ind og snakke med, så kom frisk på mandag kl 20 ✌🏻
Magnus Nørgaard tweet media
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Henrik
Henrik@Henrik_on_HL·
Fees on Hyperliquid are insanely high
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