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Pasta™

@PastaMaxxer

something something soon on Hyperliquid

Katılım Mayıs 2009
64 Takip Edilen802 Takipçiler
Beaver 🦁
Beaver 🦁@beaverd·
I've just published ~2 million MT1 and MT2 peptide analogs as §102 prior art with full pharmacology and synthesis protocols. This is clearcutting any future patents of this class of peptide. I chose MT1+2 as a demonstration because they are the least likely to be monetized, and the least useful. The reason for this is credibility, so there is little doubt when I say that I have about 98% of the patentable peptide analogs, all as high fidelity as the ones I just published, all with grade A markush filtering. In total it's about 140 million analogs across 87 classes. I've predicted about 600 of those to be S+ tier in terms of effectiveness, etc. Ozempic without the osteoporosis, things like this. I am not planning to publish any more analogs as prior art, but I could clearcut the entire peptide IP field. I think that would be foolish, so this catalog is available to purchase through inquiry on the coracle research website. I will only give this information to one buyer, biggest number wins, good luck! coracleresearch.com/research/07-me…
Beaver 🦁 tweet media
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TheS◎Lstice
TheS◎Lstice@The__Solstice·
Biotech is the next ai
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𝖉𝖊𝖒𝖎
𝖉𝖊𝖒𝖎@demi_hl·
Any Hyperliquid NFT founders still active kek?
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Pasta™
Pasta™@PastaMaxxer·
@bryan_johnson Bryan what about the led lights destroying your circadian rythme and nervous system? Replace with red lights
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Bryan Johnson
Bryan Johnson@bryan_johnson·
and my girl got that 1%
Bryan Johnson tweet media
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redrum
redrum@griffisu·
remember if you could pull a bad bitch once you can do it twice
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Syc.hype
Syc.hype@Sychype·
ハイパーリキッドのみんな、どこにいる?トウキョウ、オオサカ、キョウト?
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BAYN 🖋️
BAYN 🖋️@baynPSD·
Hyperliquid is becoming impossible to ignore. The problem is, most people still don’t know where to begin. I’m building something to change that. If you want a simpler way in, stay close.. Your journey is about to start!
BAYN 🖋️ tweet media
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Pasta™
Pasta™@PastaMaxxer·
Everybody's a comedian until the VCs look through your twitter account
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Pasta™
Pasta™@PastaMaxxer·
@Sakrexer All fun until you get the margin call
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Peggy.hl
Peggy.hl@Sakrexer·
Lmao was just waiting in line to order food and suddenly I hear fill notifications from Hyperliquid and thought I was imagining things 😂 Turns out my Hyperliquid mobile app actually notified me of some fills 😬 pretty cool
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Pasta™
Pasta™@PastaMaxxer·
@NMTD8 $100 liq, run it Hyperliquid
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NMTD.HL
NMTD.HL@NMTD8·
- Loracle sold $20M+ spot HYPE at $35 - HSC sold $30M+ spot HYPE at $38-40 - Loracle shorted $25M at $40.5 My guess is one of them won't be able to get their full size back without paying a premium. Hyperliquid.
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ִ
ִ@ac_mist_·
gmonad…
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Ponyo
Ponyo@ponyo_fp·
Pump.fun is going to burn their buyback tokens and gigasend it pumpfun has spent $369M buying back 126.8B $PUMP, roughly 35.8% of free float. What’s the rational move with 127B tokens sitting in a treasury 74 days (Jul 12) before the team’s cliff unlock? Let’s walk through the decision tree. - Option 1) Sell 127B (roughly $224M) into $52M daily volume and you crater the token, suicidal for a team about to vest. - Option 2) Recycle through staking, airdrops, or LP and you redistribute to holders who sell, a slower dump with extra steps while total supply stays unchanged. - Option 3) Hold indefinitely and the pile grows by 520M tokens per day, compounding an uncertainty tax that the market prices as a permanent overhang. - Option 4) Or burn the pile, reducing total supply from 1T to roughly 873B, the only outcome where every holder’s per-unit claim on future cash flows increases, including the team’s own unvested allocation. Three of the four branches destroy value. The fourth is a one-time permanent removal that benefits everyone holding the token. The disclaimer on the buyback page says pump.fun “may modify or discontinue those plans at any time,” which means nothing contractually prevents a burn and nothing contractually guarantees one. But when three options lead to value destruction, the remaining option doesn’t need much advocacy. July 12 turns the burn from nice-to-have into self-interest. That day, 82.5B tokens unlock as team (200B) and investor (130B) allocations begin a 36-month linear vfest. Post-cliff monthly emissions run roughly 11.9B, split between community (~5B) and team/investor (~6.875B). At current revenue of ~$920K/day and a $0.00177 token price, the buyback absorbs ~520M $PUMP per day, which is ~15.6B per month, running at roughly 1.3x buyback/emission coverage. Revenue has oscillated between $750K and $1.1M/day for six months now. At 1.3x, $336M a year in buybacks roughly matches post-July emissions. Let’s run two scenarios. If the team burns before the unlock, circulating supply goes from 590B - 127B + 82.5B (cliff) = 545.5B, which is 7.6% below today’s float. If nothing burns and the cliff hits raw, circulating supply goes to 672.5B, a 14% dilution from where we sit. That’s a 22% swing in circulating supply, and needless to say the team's own 50B cliff tokens are worth more per unit in the first one. Now strip the cliff out. 590B collapses to ~463B of free float, +27% per token at constant market cap. At $0.00177, $PUMP's market cap is $1.04B and FDV is $1.77B, down 80% from the all-time high. Against ~$336M annualized revenue, that's 3.1x on market cap. Assign 30% probability to the burn and you're picking up ~8.1% in expected price impact from that scenario alone before any multiple rerating. The upside only requires the team to act in their own financial interest.
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Pasta™
Pasta™@PastaMaxxer·
@x256xx The hypurr pfp is destined to me soon.
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