G00DB0Y.hl ❄️

@chameleon_jeff on Aligned Quote Assets TLDR? Jeff & Co. clearly see stablecoins as a critical component in Hyperliquid's future, and they clearly see Hyperliquid's leverage for stablecoin growth. The goal? "Premier Stablecoin Chain" (along with housing all of finance). With Aligned Quote Assets, they are making sure that: ➡️ Hyperliquid is compliant and ready for "regulated dollar opportunities" ➡️ Hyperliquid benefits from aligned stablecoins through 50% revenue-share ➡️ Hyperliquid gets undivided attention and commitment from deployer ➡️ (aligned) stablecoin empires built on Hyperliquid build and grow with the protocol in perpetuity For those still trying to valuate crypto projects, I strongly advise against valuing Hyperliquid as "only a perp dex". Hyperliquid x.com/GG00DB0Y/statu…

✅ onchain perpetuals ✅ spot digital asset markets, ☑️ outcome markets, ☑️ tokenized securities, ☑️ “the growing range of tools that open, composable protocols make possible” Hyperliquid

Hyperliquid is building the future of finance. The Hyperliquid Policy Center is advancing the future of financial regulation.

At @HyperliquidPC, we believe that the full dynamism of American financial innovation should not be constrained by regulation built for a different era of finance. Hyperliquid shows what’s possible when markets move onchain, and Americans deserve to be part of that evolution.

@tim_cook Thank you Tim.

I want to thank everyone for the outpouring of love and thank you for believing in me to lead the company that has always put you at the center of our work. This is not goodbye. It’s a hello to John and I can’t wait for you to get to know him like I do! 🙏

Hyperliquid

@HyperliquidPC @jchervinsky Hyperliquid (Policy Center)

@astronomer_zero markets.xyz/mobile-app/u/g…

$BTC longs Target 1, done and dusted ✅ 2 wins in a row again in Astro-land. Alright! There it is. The story - part 1 - completed. We took the long, we planned for the target, and we reached it. As promised, 60% of the position is turned into profits. The other 40% is for 80k+. The journey of this trade surely was an interesting one. Where we said we might dig deeper first due to weekend liquidity, but bounce back stronger. We absolutely did, I showed you to involve no ego, just manage it, and trust my process. We mapped out all the POI's, the target, and carefully detected how the majority was short, ready to throw their money at the screen. Long happened to be the right side, and the market has proven it. A bullish bias was and still is correct and the market has spoken it loudly. And most importantly, we walked home with money with it. Two wins in a row, done and dusted. Hope we can push the trade over 80k next to turn it into a big win. But for now, congrats if you held, enjoy and decorate those comments with some of your green PnL's if you trusted me once again and took my call and held through the winds. A good week, starts with a winning trade. Mission accomplished.

@Shuri2060_defi seems u can’t go wrong prioritizing platform solvency 😊

Not to grave dance or whatever, but if we compare the various pros and cons of systems designed to counter bad debt. I think perpetual protocols' ADL is far neater than the problem we're looking at right now when lending protocols encounter an extreme scenario. They are both types of protocol with a form of leverage, and one place they generally diverge is the risk management of bad debt. ADL has an advantage of being able to generally prevent cross contamination of bad debt across markets when a single market has an issue. But of course, with scenarios like 10/10 when you have extreme movements across all markets, then there are inevitably parties hurt more by ADL if they have long-short positions on.

@swarmister THE quant.

$BTC, a rare, very bullish post from me I’ve highlighted about 16 zones for you where we can expect an upward reaction, with targets of course no less than the ATH (the bears will be punished) The first buy should definitely be made at the breaker block at 70,931 but if it doesn’t hold, we’ll bounce off the imbalance at 68,931 But if the imbalance doesn’t hold, we’ll bounce off the Cosmic Reversal Line at 66,638 But if it doesn’t hold, we’ll bounce off the Psychological Level at 64,491 But if it doesn’t hold, we’ll bounce off the Fibonacci Extension Levels at 62,345 But if it doesn’t hold, we’ll bounce off the Etheric Break Zone at 60,198 But if it doesn’t hold, we’ll bounce off the Point of Interest (POI) at 58,052 But if it doesn’t hold, we’ll bounce off the Fair Value Gap (FVG) at 55,905 But if it doesn’t hold, we’ll bounce off the Order Block at 53,759 But if it doesn’t hold, we’ll bounce off the Demand Zone at 51,612 But if it doesn’t hold, we’ll bounce off the Supply Zone at 49,466 But if it doesn’t hold, we’ll bounce off the Liquidity Pool at 47,319 But if it doesn’t hold, we’ll bounce off the Gravity Point at 45,173 But if it doesn’t hold, we’ll bounce off the Kill Zone at 43,026 But if it doesn’t hold, we’ll bounce off the Meta-Vibration Level at 40,880 But if it doesn’t hold, we’ll bounce off the Death Line (the last bastion of hope) at 38,733 Well, if we fall below 34,732, then I suppose it’s all over.

🧵 My tips for getting the best results out of Claude Design! I’m on the verticals team at Anthropic which means I serve 7 different products. Claude Design makes it possible! 1. Set up your design system and your core screens. An hour of setup and refinement here is worth it

@HYPEconomist I like your thinking

GM, i'm not selling $HYPE unitl the hyperliquid logo is on an F1 car

@HyperliquidPC @ChairmanSelig thank you @ChairmanSelig Hyperliquid

Hyperliquid entered the Congressional record for the first time today. @ChairmanSelig testified before the House Agriculture Committee and received a question about "decentralized exchanges like Hyperliquid." He said: "[O]ur goal is always going to be to onshore those markets and to have the markets subject to our regulation here in the United States and accessible to our U.S. persons here in the U.S. ..." We appreciate Chairman Selig's commitment to ensuring Americans can benefit from decentralized markets. It will take some effort to adapt the commodities laws, but we're confident this CFTC and its capable staff are up to the task.

Dogfooding Opus 4.7 the last few weeks, I've been feeling incredibly productive. Sharing a few tips to get more out of 4.7 🧵

A few notes after integrating both read and write priority fees on HL: - Many have been wondering why priority fee revenue hasn't ramped faster. It's a combination of two things. Makers need time to integrate, but the bigger issue is the validators, they have to explicitly enable the gossip priority config to respect the read auction ordering. Not all validators have done this yet, which means winning the gossip auction today doesn't guarantee you actually get prioritized access to the mempool. Rn you might end up burning your precious HYPE for nothing - Many retail traders don't know this, but before this upgrade you needed to pay validators to get access to sentry peering or other kind of dedicated setups in order to have competitive latency as an API trader, which had a cost of a few tens of thousands of dollars per month depending on the provider. This upgrade directly targets these setups, and will internalize most of these fees into HYPE burning. It's hard to estimate the exact numbers, but I would say that this upgrade just added $500k-$1m monthly buying pressure on HYPE, with potential for write fees to grow much more. - This is a first step from the HL team to try to internalize more revenue from latency and infra investments that most HFT teams spend. This is something traditional exchanges have been trying to do for a while (IEX introduced a 350μs speed bump and refused to offer colocation entirely, NYSE/CME keep building bigger colo facilities to capture more of this spend), and the biggest risk is destroying your microstructure because the exchange becomes too expensive for makers, or too slow. But the risk is definetly worth the reward. BIS research estimates the HFT arms race extracts $5B/yr in global equities alone, or about 0.5bps on all volume. Growth mode assets on HL charge 0.45 - 0.9bps in taker fees, so if priority fees capture even a fraction of that 0.5bps equivalent, that's potentially doubling protocol revenue on these markets. I'd estimate monthly infra spending from HFT teams on HL today to be in the ballpark of $5-10M between sentry peering, server optimization, and brainpower. Priority fees are how the protocol captures a share of that. My bold take is that trading fees will compress over time as competition forces HL to stay in growth mode for HIP-3 markets. Priority fees won't since they're driven by the arms race itself, which grows with more volume. My guess is this revenue line becomes more than half of HL's revenue in a few years if they manage to capture more flow from TradFi.

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