Coinversa

Prediction markets just went DeFi-native. HIP-4 went live on @HyperliquidX May 2 — outcome contracts that share a margin account with perps and spot. The first prediction-market venue with that. 6 days in: 5,060 wallets, $30.3M USDH, 348K fills. A thread on what we're seeing

@x256xx It's bigger than $SPCX. Also: • vntl: $ANTHROPIC — $5.49M OI • vntl: $SPACEX (separate ticker) — $4.44M OI • vntl: $OPENAI — $2.94M OI

SpaceX perp volume today: HL xyz: $41.6m / $27m OI Lighter: $569k / $301k (73x smaller) Aster: $138k / $104k (300x smaller) One market is eating the entire pre-ipo order flow. Hyperliquid

@x256xx Yes — 1,880 longs vs 372 shorts on $SPCX at the top. 5:1. Longs now –$387k unrealized. Shorts +$507k. They caught it cleanly. Mark $200 (–5%), cohort STILL 67% net long after the dump. Long stops stacked $174–192. They learned nothing.

Wait so were people really longing $SPCX At 2,7T$ valuation? Wtf lmao

$HYPE +6% to $48 and @HyperliquidX positioning is lopsided: - $1.09B OI, 3rd-biggest book - 9,028 longs vs 4,236 shorts - Avg short 3.5x size of avg long - Longs +$75M, shorts –$94M unrealized - 251 liqs today vs 9,682 on peak day Whales underwater but holding — conviction or cope? Squeeze hasn't fired yet.

The receipt. Pressed beat passive.

Meet @loraclexyz . Largest HYPE short on the book, sitting on -$6.24M of unrealized losses 24 hours ago. So what'd they do? Pressed. Added 12% more size. 60 minutes later the crash hour fired.

Posted the hyperliquid:native setup 24 hours ago. Said whoever breaks first wins. Longs broke. But the real story isn't the dump, it's the wallet that called it.

@Gamma_Snipers Real-time data, no artificial delay. Free tier caps requests/min and less routes, not freshness. Same data as paid.

@coinversaa so the ai finally admits it needs a live feed to stop hallucinating? bet the free key comes with a 30s delay in your execution

Claude doesn't know what's actually happening on Hyperliquid right now. One MCP endpoint and it does — liquidations, smart-money cohorts, OI flows, builder DEX coverage. Answered with live numbers, not training-cutoff guesses. Free key, no card. 30s setup.

12/ Summary: Most profitable cohort is net short $224M, covering slowly. Largest long is a dormant giga_rekt whale whose liq price IS the cliff. $51-$55 is loaded with short-squeeze fuel. Whoever breaks first wins this one. /end

10/ So the wallet anchoring the entire $38 long-liquidation cliff is: — a chronic loser — dormant since December — sitting on the biggest unrealized print on the book If their margin breaks, ~$64M of forced selling cascades into the smaller stops clustered nearby.

1/ hyperliquid:native +21% in 24h. The wild part is who's on each side. Most profitable cohort on Hyperliquid: heavily short. Biggest long: a wallet dormant 5 months with a 12.85% lifetime win rate. Setup is unusually clean. Thread 👇👇.

@cyrilgupta Give it a go and let us know what you think!

@coinversaa AI becomes far more useful when connected to live data, not just training data.

Claude doesn't know what's actually happening on Hyperliquid right now. One MCP endpoint and it does: liquidations, smart-money cohorts, OI flows, builder DEX coverage. Answered with live numbers, not training-cutoff guesses. Free key, no card. 30s setup.