NPC68

Re: $UNIT / $XYZ Yes, they bought the UNIT ticker - and yes, UNIT is key Hyperliquid infra. UNIT revenue goes towards $HYPE buybacks. IMO keep it that way: no native token, just value accrual to HYPE. XYZ on the other hand recently posted a job offering “Equity in a high-potential startup.” They’re the top HIP-3 deployer, get the HL vision, and understand tokenomics (see UNIT buybacks). So they probably won’t do equity + token. Value should just flow to one of those. Wouldn’t it make sense for them to launch their own equity on HL? Maybe even the first onchain IPO?

@0xmaxxi_ 100% currently

@NPC_68 How many percent of fees is used for buybacks buddy?

Pump Fun buybacks just crossed 30% of the circulating $PUMP supply! Even in this slow environment they still generate $1M/day. Once we see life come back to the trenches, it should lead to a flywheel: more onchain action -> more revenue -> more buybacks

TradeXYZ did more revenue than $LIT in the last 24h. One HIP-3 deployer > entire DEX that raised at $1.5B All while running -90% fees in growth mode. $HYPE - House of all Finance.

Money is flowing back into Hyperliquid. 24h net inflows: +$47M 📈 $HYPE generated $2.3M revenue today and captured $7.4B in trading volume - $2.2B from HIP-3 markets.

Hyperliquid is already capturing 0.19% of TradFi volume. $1.3B volume traded on $CL - the most traded HIP-3 market. In the grand scheme of things it’s still early for $HYPE. House of all Finance.

@DidiTrading @paradex $15k worth of buybacks 🥲

@NPC_68 @paradex 8k volume 😭

One thing Paradex team did right: Listing $DIME on Hyperliquid. Why pay any CEX when the goal is to dethrone them?

New indicator for spotting cycle tops: - Total crypto market cap vs. DAT flows All of them top blasted. Perfect reflection of greed. Next cycle? Use them as exit liquidity. 🤝

Buybacks just started. They’ve bought $5.4k worth of $DIME back. The real question: Will they use the past revenue ($17.4M) too? Or only the new fees stream?

@jacq_capital 💀💀💀

@NPC_68 > Indian ceo

The signs for a disappointing $DIME launch were there: > Postponed TGE several times > Unclear communication on buybacks > Random NFT collections > Multiple Gigavault exploits > Performance based unlocks: May 2025 said Paradex would publish prior to TGE March 2026 says "shortly" after

@jacq_capital Will probably depend on market conditions. Polymarket has it above $150M.

@NPC_68 extended tvl is around 200m rn, and their lifetime revenue is about 40m, what's your FDV expectations ?

Farmers claimed $DIME, sold and moved on. TVL down 45% since January. Paradex now trading at $44M FDV. They made $17.4M in lifetime revenue. At some point a portion of this will be injected into the chart via buybacks. Keeping an eye on announcements around this for a potential trade.

@bstar_intern It's not clear how much: "and/or"

@NPC_68 how much will be used for buybacks? 100%?

Showtime! $DIME trading at $90M FDV - $0.09 per token. Hit $42M FDV right after going live.

@CurveCap Best of luck with the next chapter! 🦙

After 5+ wonderful years, I've stepped down from my official role at Curve. Thanks to everybody on the giga-brained team, your best days are truly ahead. I look forward to continuing to amplify the innovations emerging from Curve and its wider community. I'll share next steps in a future AMA, and will even leak the first answer now: yes, I'm still in crypto.

@bstar_intern Trading at $0.1699 on MEXC.

@NPC_68 just claimed my tokies. otc went around $0.08. selling my $dime above $0.10

Paradex TGE today🪂 $DIME claim now live. Trading starts at 14:00 UTC. Since January: - TVL down -40% - Constant USD outflows - Perp volume -91% Total lifetime fees: $17.4M DIME supply: 1B Polymarket has FDV under 300M one day post launch. What do you think this trades at?

@schizo_frens Will use my DIME to buy more HYPE. 🤝

@NPC_68 My guess is between 0.1 - 0.2. Will sell first minute tbh