MONK

3.1K posts

MONK banner
MONK

MONK

@defi_monk

Sunny @SyncracyCapital · Prev @Messaricrypto · NFA · Disclaimer: https://t.co/qbybIxGIz6

Katılım Aralık 2021
1.8K Takip Edilen20.5K Takipçiler
MONK
MONK@defi_monk·
@whosknave Somebodys aunt somewhere ig
English
1
0
0
106
MONK
MONK@defi_monk·
Amazing - Liquid just got a ChatGPT and Claude integration, you can now trade Hyperliquid perps directly within Chat and Claude’s UI. Importantly, this is subject to the CFTC’s no action clause, and will be legal in all 50 U.S. States. Guess you just need the right frontend.
MONK tweet media
Liquid@liquidtrading

Introducing Co-Invest. (@coinvestai) The first way to trade directly through ChatGPT and Claude.

English
14
11
144
33.3K
MONK
MONK@defi_monk·
CT has not yet adjusted to this paradigm where TradFi is hungry for $HYPE, was surprised at the lack of frontrunning this weeks ETF flows. They’ll get with the program soon. PURR has been running the ATM and Grayscale will be hitting the market with their offering.
Lookonchain@lookonchain

Bitwise bought another 162,367 $HYPE($10.11M) over the past 2 hours. According to its official website, #Bitwise held 723,361 $HYPE($40.37M) as of May 21, 2026. intel.arkm.com/explorer/entit… bhypetf.com

English
9
9
89
6.6K
MONK retweetledi
Ryan Watkins
Ryan Watkins@RyanWatkins_·
Bear market or bull market? All I know is we’re in an amazing environment for risk assets broadly and a small number of tokens like $HYPE are pushing new ATHs while majors are down double digits YTD. The combination of more sophisticated investors, and less cyclical, higher-quality projects whose fundamentals have little to do with the price of BTC, is creating a new world of winners and losers. To win in today’s market, tokens need to be exciting to the global allocator that has zero requirement to invest in crypto and an abundance of opportunities across other asset classes and technologies. Anything less will doom a token to PvP vs crypto natives who are forcing positions because this is all they know or have a mandate to invest in. The global allocator is probably not interested in your niche DeFi lender or privacy project with 100 users. The global allocator probably prefers to long semiconductor equities, rather than your obscure AI token with nothing more than cool story. It’s important to be honest with yourself about what this all means. The bar is extremely high as what you ultimately need is a story of real disruption and fundamental acceleration. For me the # of assets that fit this criteria may only be a handful. But to each their own. Happy hunting.
Ryan Watkins@RyanWatkins_

Think we are entering one of the healthiest market environments for crypto in a long time with a small number of quality assets leading the way. For the first time in over a year market participants are no longer reflexively bidding memecoins and other speculative nonsense at the first signs of risk on. Simultaneously, there is growing alignment around owning real projects again with dispersion increasing between projects w/ PMF + growth, and projects that are vaporware / scams. I guess after getting rinsed 80% - 90% so many times, retail is finally learning their lesson. While I still think the majority of the asset class will struggle given how high the bar for allocation is in a world where anyone could invest in alternatives like AI equities, I do think that whatever capital does flow into crypto from here will concentrate into a small number of quality assets that have the potential for multi-bagger outcomes. TL;DR: It’s a good time to be an asset picker.

English
21
12
144
14.1K
MONK retweetledi
steven.hl
steven.hl@_stevenhl·
Hyperliquid’s outcome markets gets another upgrade: offchain events. You can now speculate on May’s CPI numbers. We now know that offchain news events are resolved by automated newsfeed SW that validators run and that validators can vote on the deployment and settlement.
steven.hl tweet media
English
8
12
152
8.1K
MONK retweetledi
CBB
CBB@Cbb0fe·
when you’ve been trading equity perps on tradexyz, it’s really hard to go back to IBKR TradFi UX feels prehistoric
English
56
20
676
38.2K
MONK retweetledi
Daniel Cheung
Daniel Cheung@HighCoinviction·
Think ETF flows for $HYPE are going to massively surprise to the upside. Have had multiple friends in Tradfi call me and tell me they think owning HYPE here is more asymmetric than owning Semiconductor stocks for now. The REAL rally is just beginning.
English
27
56
608
46K
MONK retweetledi
kidponga
kidponga@kidponga·
This is probably a very very critical aspect to note. Those with very large inflows into HYPE are NOT valuing it on a FDV basis, it would make zero sense to. NTM Adjusted MCAP (h/t @TopherGMI @arca ) - however u may want to slice and dice it (for me, adj supply = circ supply + ntm validator emissions + ntm team token real dispersions - AF buybacks) hyperliquid
MONK@defi_monk

Reminder that $HYPE’s market cap is not actually $50B

English
2
4
47
9.4K
MONK retweetledi
Sam
Sam@0xCryptoSam·
If Hyperliquid decided to burn the Future Emissions and Reward allocation (39% of total supply), HYPE's new FDV would instantly trade at a 39% discount. It's worth continuously considering the EV of burning the supply vs an airdrop, which creates potential sell pressure. When valuing HYPE, you should try to price in the probability that burn occurs. The only true metric is market cap - the literal dollars in HYPE. At $14b, that is less than DOGE, TRON, SOL, and COIN. It's 5% of ETH market cap.
MONK@defi_monk

Reminder that $HYPE’s market cap is not actually $50B

English
34
13
203
46.7K
MONK retweetledi
Ryan Watkins
Ryan Watkins@RyanWatkins_·
If you’re wondering why $HYPE is making new ATHs today, this is your best resource to understand the thesis. @defi_monk and I spent an enormous amount of timing detailing the evolution of Hyperliquid and quantifying how big the opportunity could be, potentially reaching $300B+ in the coming years. The job is far from finished.
MONK@defi_monk

x.com/i/article/2033…

English
27
62
534
70.6K
MONK
MONK@defi_monk·
@vibhu gud post
English
0
0
14
1.4K
vibhu
vibhu@vibhu·
Congrats to Hyperliquid on the latest milestone. Incredible product, execution, token, team. And a goated community with an immune response that reminds me of Solana in 2023/2024. The industry is better off with value accruing to the networks people are using today to solve real problems at scale, with real revenues to back it up. Feel free to reply/QT with all your screenshots to dunk on me. But seriously, well done to the team.
Hunter Horsley@HHorsley

There's a new class in crypto: the revenue chains. The leaders are Hyperliquid & Solana. Both do some overlapping things, and some different things. Both have exceptional communities, usage, use cases, etc. I think that both will rise together, just as iOS and Android both rode the structural adoption of mobile. In the case of the revenue chains, they are riding the wave of capital markets coming onchain. Right place, right time for both. If you are rooting for HYPE or SOL or both, success will be less about the competition between the two (healthy ofc), but rather the rise of onchain capital markets. Root for capital markets coming onchain. Love seeing crypto succeed —

English
86
22
513
295.2K
MONK
MONK@defi_monk·
RT @HighCoinviction: Think people are still heavily underestimating the upside potential for $HYPE here. For the first time, we are starti…
English
0
2
0
339
rasmr
rasmr@rasmr_eth·
I’ve held HYPE for 1.5 years and haven’t sold a single token. In that time I’ve faced massive port L’s including dumb leverage and on-chain plays I even had to sell my long term stock portfolio from when I was 18 years old just to keep the content and streaming afloat Where HYPE was at one point 20% of my port, becomes 30%, 50%, then 80% So it would be deeply irresponsible for my to continue holding my net worth in one single asset But I don’t care I’m holding anyways Hyperliquid
English
62
7
558
33.3K

Keşfet

@whosknave @TopherGMI @arca @vibhu @elonmusk @BarackObama @taylorswift13 @cristiano