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@MUDBONE3003 Wen will they create a dashboard to view the metrics. Embrace the ethos of crypto and put it out there. Eventually, if HYPE continue to climb, yes it's a beach ball, but right now it's just a sinker man.

Since $HYPD 's 10M offering the price of HYPE is up 60-80% (Depending on when they deployed the capital). On top of that kinetiq:native and $HPL are up 2x respectively but price of $HYPD has not moved, yet. This is a beach ball underwater. Hyperliquid.

@neilksethi @greenmktgl Is it not deteriorating? Everything was that it was going to be short. Every day government is saying deal, no deal, deal, etc.

@greenmktgl To some extent. But I think if things deteriorate significantly on the Iran front markets will react.

DB: At the end of March, the equity market selloff put it at the bottom decile of responses to geopolitical shocks, i.e., pricing in one of the worst outcomes ever. The rally since has now put it in the top decile, i.e., one of the best.

@Deepuitsme over all time high.

@PhillyProcess11 Target upside?

$POET Wave 3 starting?

$HYPD = Hyper Depressing. This thing is insanely undervalued and loaded up with the hottest asset of this cycle and can't catch a bid.

@BobbyCEDM Top to bottom $PURR $THYP $HYPE $BHYP $HYPD (red). PURR took the whole cake, then the ETFs came online and still outperformed HYPD. Imagine if HYPE starts dropping. Hyper depressing for sure.

@Cheshire_Cap Not if BTC has a 20% move up in a day :D

crypto has finally decoupled from software the correlation was indeed fugazi

@peonyKingOF Short interest actually went up from last week. Now 39% ~ I have been long since $3.30 can't wait to see this thing get squeezed. Long short dated, long dated, but mostly shares for the longer term hold. ✊

$RXRX traded at far highly levels when the AI bubble was just a glint in citrini's eye. Potential for re-rate now that AI supremacy is the base case is remarkable.

@BobbyCEDM Yeah. I love what HYPD does with their HYPE, think the team is real connected. Unfortunately, I made the mistake of not allocating any to PURR. 300% gain vs red.

@PhillyProcess11 I would have to rerun the analysis. Last time I reviewed the name, the cash burn problem and the lack of management clarity was my deciding factor to go into $PURR. I assessed that dilution was more likely to come from operations than from warrant exercise.

That share offering busted the $HYPD tape and it still hasn't recovered. Sad, because it's lower than MNAV, and the Armistice warrants aren't as dilutive as they look. If I could get reassurance about the cash burn, I'd start a position again.

@BobbyCEDM Makes sense. Could they theoretically control 15% of the total shares, then use that to vote? Would only need a small % of the shareholder vote then.

@PhillyProcess11 If they want to own greater than 19.99% of the total shares, it has to be approved by shareholders. Many of those warrants therefore can't be exercised and aren't real dilution yet, despite being in the money while HYPD is above $3.25

@solkuc1 @nadinelindsey_ 2 million KNTQ isn't much. That's like half a million $$. Even if it 10x thats 5.4 million. Not small but, the dilution overhang is a killer.

@nadinelindsey_ They also have almost 2m $KNTQ tokens according to recent filing . Market will need to start recognising this. KNTQ up 50% today. ir.hyperiondefi.com/news-events/pr…

@solunavaxxer Now save my life

@DefiMoon Yet it's up 6%+

$22m of $HYPE spot outflows from exchanges today. This is the biggest daily outflow since Oct 11, 2025! This is larger than most of the daily ETF inflows we've seen so far from $THYP and $BHYP

@MUDBONE3003 You're right in that the exercising of the warrants does provide more cash. But how does that help them now if the whole goal would be to buy HYPE with it? Price of HYPE is going up, and the financiers have every incentive to exercise and sell, or just short straight up over 3.25

@MUDBONE3003 There's a lot of bullish baked into what you wrote here. That's what's good. But unfortunately, they've put themselves into a hole with the financing and dilution. The overhand is actually insane and I'm a goof for having put money in $HYPD over the other options. 75% dilution.

$HYPD's underperformance relative to $HYPE and $PURR is worth paying attention to, but I don't think it tells the full story. There's positive news on the horizon, and I still see real value here. Let's break it down: HYPD positions itself as a DeFi company rather than a typical treasury buy-and-hold. That makes them harder to understand than most public crypto companies, because frankly, there isn't anything else quite like them. Hyperion DeFi holds 2 million staked HYPE deployed across the ecosystem to support emerging DeFi projects. From that deployment, they've already accumulated 1.97M KNTQ and 10M HPL. These are early-stage bets on the ecosystem, with the thesis that some of these projects will gain traction as HYPE's wealth effect begins to materialize. In early May, HYPD also completed a $10M raise. That's fresh capital that can be deployed directly into the ecosystem, whether that means deeper DeFi positions, accumulating more HYPE, or both. It's also worth noting that we don't know exactly when HYPD purchased their HYPE. Depending on the timing, they could be sitting on significantly more HYPE than the market currently assumes. (We won't know till next QE) Several catalysts haven't shown up on the balance sheet yet: 1. KNTQ Season 2 - HYPD has been participating with size since the beginning. That almost certainly positions them for a significant allocation in the next airdrop. 2. USDH - HYPD was a major partner in USDH markets, comprising 1/3 of the genesis stake, and supported Felix as the first HIP-3 deployer to settle in USDH. @HyperliquidX has already indicated that early participants in USDH proliferation will receive grants, which means HYPD is likely one of the biggest beneficiaries of zero-cost basis HYPE coming their way. 3. HIP-4 - Management has stated on earnings calls that HYPD will have a significant presence in HIP-4 markets. The details are still unclear, but it's reasonable to assume they're positioning to capture value from these markets, and the market hasn't priced that in yet. 4. Rysk / HIP-5 - HYPD has been participating in Rysk Protocol's covered calls and accumulating points. There's a strong confluence suggesting HIP-5 will be options. If that plays out, Rysk likely converts those points into tokens, and HYPD benefits there as well. On the Felix side, the shift from USDH to USDC as the settlement stablecoin gives Felix a level playing field with TradeXYZ, opening the door to recapturing market share. Given HYPD's partnership with Felix, that revenue flows back to them. As for warrants, yes, dilution is a real concern and the most common pushback you'll hear. But warrant execution means cash in the door, which HYPD can deploy deeper into the HYPE ecosystem or use to accumulate HYPE outright. At the end of the day, HYPD is a long play on the Hyperliquid ecosystem. If you believe in Hyperliquid as I do, price action will follow as capital moves down the risk curve into the broader HYPE ecosystem.

@daaniyaan comparing harrypotterobama and boden to Hyperliquid is a joke

Do you think this will happen to HYPE? Yes/No

@Chilearmy123 stick with the leader, not hard

What a stupid thing to do

@NitranTrades I bought 20 $9 calls 0dte at the low of today on that pullback for 0.03 -- Praying for a squeeze here. 150 mil shares short

$SOUN looking good now after chop target: 11

@seer_xyz what indicator is that please

Oh , okay 🥃 $VIVO