LiquidLottery | HyperEVM

@HyperliquidX is becoming the home of all finance. Finance includes winning life-changing jackpots. We’re making sure that’s possible. Liquid Lottery launches April 11. GoldenTicket NFT founder sale: 11AM & 12PM ET. First draw: April 12. 🎰

@CryptoTeca__ @HyperliquidX HIP-4 expands what you can express — including winning a jackpot. Trustless lottery on HyperEVM, April 11. 🎰

◢ State of @HyperliquidX (HIP-3 → HIP-4) Been studying this closely, and the direction is becoming clearer… At a high level, Hyperliquid is doing something simple but powerful: HIP-3 → expanded what you can trade (assets) HIP-4 → expands what you can express (events) That second part matters more than it sounds. Because it places Hyperliquid directly into the prediction market space, which is already growing fast: ▸ $15.8B (2024) ▸ $63.5B (2025) ▸ ~$250B+ annualised in 2026 (potentially $325B+) Platforms like @Kalshi ($263.5M revenue (2025)) and @Polymarket (~$400M annualised) have already proven demand: So the opportunity is not theoretical. ◢ But Hyperliquid is not just trying to compete on “who has more markets”. The design is different. Most prediction markets have one limitation: → Capital gets locked until resolution On Hyperliquid, that assumption changes. Because everything runs on a shared risk engine, capital can move across: ▸ event contracts ▸ perps ▸ spot All inside one portfolio. ◢ This is where the real shift happens. Take a simple example: A fund exposed to @aave risk. Traditionally, they would: → either hedge → or maintain exposure On Hyperliquid: → they can do both using the same collateral Or at a macro level: Exposure to disruptions in the Strait of Hormuz? → take a position on the event → and position in oil markets Same capital, no fragmentation. This only works because Hyperliquid treats positions as one system. That’s different from ecosystems like @ethereum or @solana, where each app manages its own risk independently. ◢ Now, this design has an important implication: Revenue doesn’t come mainly from prediction markets themselves. Let’s quantify it. If Hyperliquid captures 5% of prediction market volume: → ~$12.5B At ~5 bps fees: → ~$6M revenue That looks small compared to ~$900M prior revenue. But this is where most analysis stops too early. Because that same activity brings capital into the system: → ~$1.25B sitting as TVL → ~$625M actively reused With leverage (~5x): → ~$3.1B in perp open interest If that capital turns over conservatively (~50x per year): → ~$156B in perp volume At ~3.5 bps: → ~$55M in fees ◢ So the takeaway is: Prediction markets are not the main revenue driver. They are a source of capital flow. This ties into a broader trend. Across finance, fees tend to compress over time. Platforms like @RobinhoodApp and @CharlesSchwab already shifted toward monetising: → capital usage → idle balances → activity Hyperliquid is moving in a similar direction: → increasing capital velocity instead of relying on high fees ◢ There are also supply-side effects. To deploy markets, builders stake HYPE: → 1M $HYPE per builder At 10–20 builders: → ~3–7% of circulating supply locked This can influence token dynamics independently of trading volume. ◢ Another important piece is user composition. Prediction markets attract: → sports bettors → political forecasters → event speculators Not just traditional crypto traders. This expands the addressable market without requiring Hyperliquid to directly compete for existing users from Polymarket or Kalshi. Even a small share (5–20%) is enough to be meaningful. ◢ However, there are still uncertainties. ▸ User overlap may be limited ▸ Oracle design and dispute resolution are not fully defined ▸ Event markets depend heavily on accurate outcomes These are execution risks, not theoretical ones. ◢ Stepping back, the direction becomes clearer: HIP-3 increased the breadth of assets HIP-4 increases the breadth of outcomes Combined with a unified risk system, the focus shifts from: → isolated trades to: → how efficiently capital is used across multiple instruments And that is likely where most of the long-term value comes from.

@HYPEconomist @ThinkingUSD All eyes on Jackpot!🎰

@ThinkingUSD all eyes on oil on hyperliquid

Good thread, the Hyperliquid Oil markets are the most interesting market in the world right now. If you're not paying attention you're missing out.

@0xdhar Data solved. Randomness next. Trustless lottery on HyperEVM — April 11. 🎰

Hyperliquid

@Pasta_Capital Hyperliquid doesn’t need to list assets — it needs apps. The real opportunity is on HyperEVM. Trustless lottery launches there April 11. 🎰 @LiquidLotteryX

Why has Hyperliquid completely stopped listing crypto assets? There's still fuss to capitalize on that's getting launched, like $EDGE

@RektinHype @ryandcrypto Early enough that there’s no trustless lottery yet. We’re fixing that April 11. 🎰

@ryandcrypto It's still early to get in. Hyperliquid

people talk about HYPE like everyone already owns it holder count says otherwise ETH: 180M+ SOL: 9M+ HYPE: ~230K that gap is opportunity hyperliquid

@Eliteonchain @ZackD0x Provably fair randomness is the missing piece. But we solve it 👀

@ZackD0x Hyperliquid is taking prediction markets to next level.

HIP-4 Thesis: Can Hyperliquid Add Another $20 Billion in Valuation? While most projects are still fighting for attention in the old perp narrative, Hyperliquid is quietly preparing its biggest upgrade yet.| HIP-4, the major protocol improvement that introduces Outcome Trading (binary outcome contracts) is turning heads across the market. In simple terms: Hyperliquid is bringing high-performance prediction markets directly onto its powerful perp DEX infrastructure. Fully collateralized, no KYC for most users, and built on one of the most efficient trading engines in crypto. The $20B Valuation Thesis Many analysts and community members on X are now arguing that HIP-4 could add $20 billion (or more) to Hyperliquid’s valuation. The reasoning is straightforward: Polymarket and Kalshi are already being valued around $20B. Hyperliquid dominates perpetual futures volume. HIP-4 lets them capture the exploding prediction market narrative using superior liquidity, capital efficiency, and infrastructure. Some are even calling HIP-4 “10x better” than existing prediction platforms. My View The thesis is compelling. Prediction markets are one of the hottest narratives of 2026, and Hyperliquid has a clear technological and liquidity edge. If executed well, HIP-4 could create a powerful new growth flywheel. That said, success is not guaranteed. HIP-4 is still on testnet, competition from Polymarket and Kalshi is fierce, and the market’s willingness to assign massive valuation to “prediction markets on Hyperliquid” remains to be seen. Bottom line: HIP-4 is currently the most important catalyst for Hyperliquid. The +$20B valuation thesis is a bold bull case. but it all comes down to execution and real adoption. What’s your view on HIP-4? Do you believe Hyperliquid can realistically add another $20B through this upgrade?

@Shieldmetax GoldenTicket NFT

Thinking about buying some NFTs? Builders are still here. Builders are building. What projects are still building? 👇

Would you rather hold a GoldenTicket NFT (1% protocol fees forever) or play the lottery for a big jackpot? @HyperliquidX

Who wants GoldenTicket #1 NFT?​​​​​​​​​​​​​​​🎫

LiquidLottery goes live April 11. First trustless lottery on Hyperliquid L1. Built with @chainlink CCIP + VRF v2.5. 🎰 Play: liquidlottery.app 📖 Docs: docs.liquidlottery.app The architecture is fully reusable — any chain without VRF can adopt this pattern. 🧵 5/5

We also engineered for failure. If CCIP delivery fails after VRF fulfillment, the random word is stored on-chain. The draw can be retried — no randomness is ever lost. If our server goes down, anyone can trigger the draw after a 5-min grace period. No admin keys required. Monitoring bot checks Chainlink balances 24/7 and alerts via Telegram if funds run low. 🧵 4/5

We wanted to build a provably fair lottery on @HyperliquidX.One problem: HyperEVM has no native randomness. No VRF. Nothing. Any on-chain random number can be manipulated by validators. So we built a cross-chain architecture to import verifiable randomness from another chain. Here's how 👇 🧵 1/5

No winner this time, folks. Nobody fully completed all the entry requirements🚫 See you soon for the next ticket drop.🎟️

We just minted Golden Ticket #1 — a beautiful dark green-to-black gradient with a shimmering gold foil effect. And 5 HYPE hit the jackpot automatically at mint. No manual intervention. Ever. This is the floor. Every future ticket will cost at least 5 HYPE — sent straight into the jackpot, automatically. Every ticket will be unique. No two alike. Now giving it away. Hold it. Earn 1% of all protocol fees. Forever. Winner announced tomorrow at 9AM ET. To enter: ✅ Follow @LiquidLotteryX ✅ Retweet this post ✅ Tag 3 people who must also follow & retweet 🚫 No bots. No fake accounts. Winner will be verified. 🎫⚡

Eligibility will be verified using wallet analytics tools. Fresh wallets and bot activity won’t qualify.

@lil_defi @doginaldogs GoldenTicket NFT

What’s your favourite NFT you have ever purchased? I’ll start 👇

@felixprotocol TradFi assets, DeFi rails. No middlemen, no custody risk. The gap is closing fast. ⚡

What are the key benefits of the Felix spot equities RFQ architecture? One is driving costs down for users who want to buy stocks onchain. As an example, today, user 0x0Db…33E6 bought $100,000 of spot Nvidia (NVDA) and $100,000 of spot Taiwan Semiconductor Manufacturing (TSM) fully onchain via Felix. Right now, each of those trades would have a net execution cost of 10.6 bps and 11.1bps respectively: no more 200bps added slippage when buying spot equities onchain. Tx hashes: >0x69f5db529ce47f9c09cc4a13dfec4dec1747d5d2a59b05afa81fd2fca34ed69b >0x617e36446d38c0951a8747784aff7d39996a65223e514ce4f4da45f96c54f4d0 Trade equities here: trade.usefelix.xyz/equities

@Kinetiq_xyz More stake flowing into HyperEVM = more liquidity, more users, more reasons to build here.

KIP-2 will take effect on Wednesday, April 8th, giving stakers more time to rebalance stake from HyperCore and other protocols, to HyperEVM and Kinetiq.

@hyperbuilder_hl @HyperliquidX @Hyperliquid_Hub

⬛⬛⬛⬛✅⬛⬛⬛⬛ ⬛⬛⬛⬛⬜⬛⬛⬛⬛ ⬛⬜⬜⬜⬜⬛⬜⬜⬛ ⬛⬜⬛⬛⬛⬛⬜⬛⬛ ⬛⬜⬜⬜⬛⬜⬜⬜⬛ ⬛⬛⬛⬜⬛⬜⬛⬛⬛ ⬛⬜⬜⬜⬜⬜⬛⬜⬛ ⬛⬜⬛⬛⬛⬛⬛⬜⬛ ⬛⬜⬜⬜⬜⬜⬜🎰⬛ ⬛⬛⬛⬛⬛⬛⬛⬛⬛ It always finds a way.