0xdeepmouse.eth

Crypto has launched thousands of tokens. Very few launched after already proving product-market fit. Hyperliquid was one of them. Polymarket will be the next major test. 1/8🧵

@NeWry24 Slovakia and Czech republic are also restricted newly, not in list yet

@0xdeepmouse Do you have any insider info about the country bans?

The topic of Polymarket and regulation is becoming a topic of discussion again. I was thinking about writing something similar myself, but there's really no need. The post below explains it very well and is definitely worth reading👇

@NeWry24 Nothing extra, only a few countries are missing (they are not yet in the official Poly list), but as I wrote, everything important is covered, good article 🤝

@0xdeepmouse Maybe you’d like to add something to the article?

New Big Update from @HyperliquidX HIP-4 is about to do to prediction markets what HIP-3 did to perps. And the mechanics are quietly very bullish for $HYPE. Here’s the setup. HIP-4 (outcome markets) is moving to permissionless deployment. Same playbook as HIP-3: instead of only validators creating markets, anyone who qualifies can deploy their own prediction markets on Hyperliquid. Why this is bigger than it sounds: the universe of tradeable outcomes is massive. Assets are limited, but events aren’t. Elections, sports, price targets, real-world outcomes, the possible markets dwarf the number of perp or spot assets. Jeff said it himself. Now the part that matters for HYPE. To deploy HIP-4 markets, you have to stake 500k HYPE. Locked for 6 months, slashable if you settle markets incorrectly.

Football won

@Crypto_Zh0u Unfornately yes, almost all Europe is now blocking, not looking good

Is Polymarket getting blocked in more countries? Recently France blocks access to Polymarket And I also noticed in my country Malaysia, I can't seem to access to Polymarket anymore Anyone noticed this?

@PolymarketTrade gPoly

gm

@chooserich Congrats!

Update: NO CANCER VISIBLE!! I still have treatment for the coming months BUT this is literally the best outcome you can have!

i have a thesis that buybacks don't actually work hyperliquid makes $800M annualized revenue pump fun makes $440M annualized revenue $HYPE trades at $65B FDV while $PUMP trades at $1.4B FDV both teams do regularly recurring buybacks with portions of their profits from the business but they trade at vastly different ratios to their revenues i believe the difference is not in how much actual revenue is generated by the business but instead its reflective of the trust premium ascribed to the team determined by their actions and decisions in the market, hyperliquid never overpromised anything, only focused on shipping product and emphatically rewarded their core users based on pre-determined metrics that contributed the most to the platform, the core users of hyperliquid have a very high trust rating with Jeff, & even if you believe the perps revenues are slightly more durable which maybe they are, i believe this trust premium on their execution and social alignment with the community is a major factor in why the token trades so well in contrast, pump fun made $1B in revenue, raised another $1B in their ICO, and promised an airdrop to users that was never delivered, even though they are one of the most successful and consistent businesses in crypto, they do not have social alignment with their core userbase and therefore do not have a comparable trust premium that hyperliquid has, recently it seems they've made concerted effort to improve comms and talk to community more, i believe that if they were ever to seriously focus attention on shifting this dynamic by actually doing the airdrop they've promised and responding to the concerns of their core user base, then the token would trade 10-15x higher, as it would also likely materially increase their volume, attention, and resulting revenues on their platform bitcoin makes $0 in revenue but has a ~$1.3T market cap, it has the greatest trust premium of any asset to ever exist, people know that there will only ever be 21M coins, and they know that the network will always continue to function no matter what to fulfill its necessary actions this is part of what ive been talking about when i say that there is intangible value that contributes to the valuation of a business in addition to the tangible value that is determined purely from revenues and other metrics trust, memetics, and attention are all very important and heavily underdiscussed in markets

oh @CapApp points program is only going to give out the full airdrop to YT holders because "we have to make YT holders whole"? x.com/caplabslimited… let's see who is their largest YT buyer.. ah its 0x23d0f8944468F79FB06850c136a0E6B3Ee4a450F! 19m YTs bought over 21-28 dec which turns out to be "@QiDaoProtocol Working capital account 2" aka founder @Benjamin918_ this is pathetic, you have got to cover your tracks much more thoroughly. i am happy to offer you a lesson for $4.2m cUSD i typically am only slightly suspicious of projects buying their YTs but basically pocketing the whole airdrop is actually a first @apyx_fi watch and learn since you have such a massive supply of YTs ICO committers really just put $ in the @CapApp team's hands (@Benjamin918_ and @defidave, surprised at the latter who i thought was upright, guess not)

@0xMakima_ @CapApp 💀

@JL2Tech I have only tokens. So I can enter?

@0xdeepmouse Tokens go inside the NFTS NFTS get staked along with tokens. Sit back and collect as the engine runs.

If anyone wants to join our #DUMPSTR come on with it. Probably we can be frens after. 😉 Let me know. If you join

@Chirag02633361 @caplabslimited How? There is nothing to sign when connect

@caplabslimited Warning: Do not trust Cap Labs Limited. Multiple users are reporting this as a phishing scam.

@Caturman @caplabslimited I am hoping I just understand it wrongly. Or did they really announced we (who was in Pendle LP) wasted 6 months + next months for waiting for literally nothing?

@0xdeepmouse @caplabslimited Yeah that doesn't make sense at all

@caplabslimited What did I just read?

Just in: $HYPE is now officially part of the world’s largest crypto index fund: $BITW - The Bitwise 10 Crypto Index ETF. Hyperliquid’s rise has been meteoric. In the first half of 2026 alone: - $1.34T in trading volume - $320M in revenue - HYPE up 165% YTD, currently 9th-largest crypto asset by market cap And now in the Bitwise 10! Congrats to the Hyperliquid community on yet another huge milestone.

@AlokPawar7 @legiondotcc @squidrouter Oh unfortunately those were riskier ones... Ten has been via other curator and Alamanak ranked as Early deal. Always focus on Prime deals with higher capital!

@0xdeepmouse @legiondotcc @squidrouter Almanak and ten

Great news today, I just received a $500 allocation for the Squid sale via @legiondotcc 🔥 Honestly, this wouldn't have happened without my previous participation in Republic. It's great to see that early participation is starting to pay off! Excited for the launch and looking forward to what's next!

@solsticefi Last chance 🤲

Last day of the SLX giveaway. The final $2,000 in SLX goes out today. Four winners, $500 each. Comment under this post to enter one last time. Winners to be announced soon.