ATH.hl
313 posts


Look Catrina - it aged like milk in a Dubai summer.
$HYPE won't do 2x?
Correct, more like 10x.
Your sell pressure math assumes team behavior = VC behavior.
No VCs. No dump pressure.
99% of all trading fees flow into the Assistance Fund - bought back +$1.16B already.
The unlock you are worried about has a $1B natural buyer built into the protocol.
Catrina@dotcuriouscat
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I might be the most sidelined $HYPE supporter of all time, yet I’m probably more bullish on it than half of the people holding it.
Because this isn’t about the token or price performance or making TradFi bullish on our industry again.
This is about a fully transparent DEX without insiders, that puts its community first and has never had a single shady listing, potentially dethroning Binance as the most powerful and most extractive cartel-run institution that has been destroying our industry for many years now.
The day $HYPE flips $BNB is the day this industry proves it can replace the things that are holding it back. And it might be closer than most people think.
Rooting from the sidelines harder than ever.
Hyperliquid.
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@BitGod21 They can’t even make their flagship product run properly. How the fuck do you think they’re going to run over the best in the business at a different product set?
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Monthly active users:
Polymarket: 735k
Hyperliquid: 310k
I don't care what you say.
Polymarket launching 24/7 perps is bearish for Hyperliquid.
Polymarket@Polymarket
We price the future. Now you can lever it. Perps are coming to Polymarket. Sign up for early access 👇
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@inversebrah Its CoNsEnSuS… yet very few wallets actually own > 1000 hype. Lot’s of mf’s with opinions vs very few with any real exposure.
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@cryptodan19 lol
Look up the number of wallets that hold hype compared to sol.
It’s far from consensus
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I'm bullish $HYPE but this is blatantly wrong
SOL at $20 last cycle everyone basically agreed the chain was dead except for a small cult holderbase
$HYPE is CT's most loved coin right now, and was a significantly 'easier' buy to make this year
There's still upside but the assymetry from a mass bear consensus isn't present rn
ZeroToTom@zerototom
Just as being long $SOL was the blatantly obvious play during the last bear market, being long $HYPE is the blatantly obvious play for this bear market.
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ATH.hl retweetledi

Once you realize Hyperliquid is building the everything exchange, and cross-margin brings it all together, you realize that every other competitor is playing a much narrower, far less defensible game.
On Hyperliquid, perps, spot, options, predictions, RWAs, and related markets are not separate products so much as expressions of a single, unified trading experience powered by a shared risk engine.
At scale, the resulting liquidity and capital-efficiency flywheel should produce a winner-take-most market structure, leaving those who didn’t see the bigger picture fighting for scraps in siloed markets.
Excerpt below on the approaching $HYPE endgame over the coming years.

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Muting all the retards who are still talking about hl funding rates on oil and don't know why it's high
Duo Nine ⚡ YCC@duonine
Are you saying I can long Oil and be paid 2% a day in funding fees? Hmm... Last 30 days the price is basically in the same range, that's 60% profit with marginal risk if you get in around $90. Hmm...
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@TedPillows Conclusion drawn from a sample set of 3 (for which 1 of the instances doesn’t fit the pattern)? 😂
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ATH.hl retweetledi

@defi_monk @RyanWatkins_ Thanks, I’m very much heavily positioned in hype for similar reasons. Work with lots of the trad-fi exchanges irl and they are massively fragmented in terms of market/regional coverage, slow to move/adopt new technology and frankly ripe for disruption.
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I strongly believe there is a meaningful pool of latent demand for the $HYPE token that remains sidelined for now, but will gradually come off the sidelines over the course of the year:
- New $HYPE buyers waiting for entries who may not have liked the original thesis, but are now sold on HIP-3
- TradFi shops who are paying close attention to Hyperliquid, but are still slow to discover the token
- “Sophisticated Retail” investors who focus mainly on stocks but are on fintwit and reddit and read Citrini.
- Liquid / venture funds who have bags but have yet to size *convincingly* and adopt a multi-year view
- Ppl who have yet to realize that Hyperliquid will also be one of the largest prediction markets
- Hyperliquid Strategies
These forces should be driving a sustainable bid throughout the year while the short term traders do their thing.
The reason some of you may think this is overowned is cause CT is very loud about it. CT is like a few hundred thousand real people.
There’s a whole world outside of CT and crypto liquid funds and this is probably the only new token that will appeal to them.
Also no one I’ve spoken to outside of crypto thinks this should be valued with a median S&P multiple given the potential growth profile lmao. Hilarious that we are midcurving the one killer onchain business the industry has managed to put out.
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