hypioMan

🧵 🪡 What if the Hyperliquid Revenue was share with its stakers ? Once $HYPE becomes less undervalued, why couldn’t we see some change in the revenue distribution ? Let’s explore some BIG potential flywheel effect : ⬇️⬇️⬇️

@hypingbull @0xdoola I 100% agree but we are the only two saying this lmao

@JeffLiquid @0xdoola Retro drop will bring no value. It will create selling pressure without any benefit. That’s why there will be no retro drop :)

What if instead a S3 airdrop, the Hyperliquid foundation just raises the staking APR to something like 4% instead of the 2.2% currently used ? A person currently holding 10K HYPE staked will suddenly earn double the yield effectively giving the same outcome as if he was staking 20K HYPE. Everyone is now happy, no supply overhang, slow dripped emissions that are taken out of circulation via AF, DATs, HIP deployers etc It would be much better than huge supply hitting the market without a real need for it and at the same time dispersing the community allocation twice as fast for aligned users. Thoughts ?

@based16z @0xzuccy Hahahhahaha

Quick update on HYPE: We were initially positioned to reload sub-$17 to get ready for next cycle. But the framework has now materially changed. From a game theory perspective, the magnitude of the upside deviation should ultimately be mirrored by the magnitude of the downside reversion. In other words, the more reflexive and overextended the move becomes on the way up, the higher the probability of a violent overshoot to the downside. Our base case now is that HYPE cannot just revisit the $17-20 range anymore at this stage sadly, it will ultimately overextend well below $10 before establishing a true long-term cycle low. More importantly, the entire structure has now shifted. The $17-20 region is no longer looking like the optimal reload zone for the next expansion phase. Instead, there’s an increasing probability that this range ultimately becomes the distribution ceiling of the next cycle itself. We’ve seen this exact reflexive pattern play out before, EOS during the post-2018 unwind, LINK after its macro euphoric expansion. What once looked like “value accumulation” eventually became lower-high exit liquidity in the following cycle. Very interesting. So essentially, remove your HYPE orders around $17. That level is too obvious now after the expansion, which means you will get front-run by the market before any meaningful reversal materializes. We will keep you posted once HYPE forms a new bottom sub $10 (probably around $7-8) We will find the bottom together, and there should be a nice long to do, until the relief back to $17-20. Not guaranted that HYPE bounces back to $20, but highly highly likely This sould be an easy 2-2.5x at least And with leverage, we could probably pull a 10x Please be patient, we will revert in a few months For now, short only

@hypingbull @0xdoola And how a retroactive airdrop would attract more people to the platform ? I’m saying this cause it’s what many people are expecting

@0xdoola IMO, any airdrop/incentive should have a goal… If the goal is to increase number of users then the new points season is a good way to go. Staking APR increases will just feed the whales.

@tassadaro22393 @HyperliquidX

Imagine beeing highly liquid. What to buy quick ?! Help me !

@tassadaro22393 Hyperliquid $hype

Intercontinental Exchange Inc. and CME Group Inc. are pressing the US to rein in Hyperliquid, a fast-growing and unregulated crypto platform the exchanges say could skew global oil prices and be exploited for price manipulation. While the traditional exchanges have been raising concerns about Hyperliquid, US officials are also investigating suspicious activity on their platforms. The CFTC is probing well-timed trades in oil futures on CME and ICE’s platforms, Bloomberg previously reported. The Department of Justice is also investigating hundreds of millions of dollars’ worth of opportune oil trades that preceded big announcements by President Donald Trump during the war, according to a person familiar with the matter. There are signs the regulator is paying attention. Michael Selig, chairman of the CFTC, said at a conference in early May Traders use crypto wallets, which allow them to operate without providing the exchange any identifying information. That contrasts with rules for US-based platforms that are required to collect details on customer identity as a safeguard against crimes like money laundering or sanctions evasion and to catch market manipulation. CME is testing that kind of trading with plans to introduce 24/7 crypto futures in late May. CME and other exchanges have also discussed introducing their own version of perpetual futures.

@HyperliquidNews No s3 for them

🚨 USERS FROM CERTAIN REGIONS NO LONGER HAVE ACCESS TO OUTCOMES ON HYPERLIQUID.

$HYPE Treasury Filing A Hyperliquid ecosystem company just filed an SEC S-1 to register ~35M shares for resale. - This provides Wall Street with a regulated route into Hyperliquid. - The company acts as a treasury vehicle: it accumulates $HYPE, stakes it, and offers public market exposure - A massive amount of stock could eventually enter public markets, increasing supply. Can this institutional access push $HYPE to $100?

@Sakrexer Who are this people not even buying 10 hype for the fees discount

An airdrop would x8+ current hype holder base btw

The realistic float for $HYPE is ~200m tokens At a pace of $15m/trading day inflows and current $58 price, that will retire around 5-5.5m HYPE/month. The Assistance Fund gets a further 1-1.5m a month So two tiny ETF issuers and the protocol itself would retire ~3-3.5%/month 👇

Polsia just raised $30M at a $250M valuation. Approaching $10M annual run rate. One Founder + AI. Zero employees. Polsia runs companies autonomously. It also ran its own fundraising. I just showed up for signatures.

@Sakrexer @HYPEconomist Wtf have I missed we’re talking about 43$ ?!

@HYPEconomist worst case 43$, hope to dip and bounce at 47ish though

Liquidate late longs and send it back to aths

@0xNessus @ThatAIFreak Buying what ?

@ThatAIFreak people buying a lot.

About $500M USDC has already been minted on HyperEVM in the past week.

What a week. Here’s the Bitwise Hyperliquid ETF $BHYP Trading Report after the first five days.* - $30.5M in AUM - Average daily volume: $9.2M - Total inflows: $26.9M - The only spot Hyperliquid ETF to stake assets in-house - The only spot Hyperliquid ETF to publish the fund’s wallet addresses - 10% of the Fund’s annual management fee will be held as HYPE on the Bitwise balance sheet** Grateful to our investors for a successful launch! Hyperliquid.

@alex_hunter20 @jeffreywiill 🤣🤣🤣

@jeffreywiill struggling since 2-3 days with these notifications it's a fuckin mess ngl

Gm to everyone but this man Hyperliquid

@Sakrexer $16

It's over. We will never see 60$ again

@alex_hunter20 @AlwaysBeThinkin Is he allin or near with his short position ? From the wallets known to be him, not counting the potential secret one he could have

@AlwaysBeThinkin well, if we can’t even talk about the biggest whales on Hyperliquid anymore without being called haters then what can we still do? lmao

Garret Bullish is now twap shorting $37.6M worth of $ZEC

@papipnl What are you positioned on there ?

Day 518: $1k -> $1m Challenge Portfolio value: $112,102.58 (+3.69%) I need HyperEVM season to start ASAP.

@vividhl @ThatAIFreak @lukecannon727 @gsm739 Wait fr ?

@ThatAIFreak @lukecannon727 @gsm739 mb just a $200m buy pressure by Circle

A SECOND 100M USDC MINT HAS HIT THE HYPEREVM BLOCKCHAIN, MR PRESIDENT. hyperevmscan.io/tx/0xefcecc5c1…

@alex_hunter20 WHO

7.1M $HYPE ($418M) are now in the unstaking queue for the next 7 days HOLY SHIT 🤣