Prmai

@Globalflows got it, ty

@Prmai_ see the thread i linked in the tweet

I want to explain the most misunderstood factor for Hyperliquid. If what I lay out is going to happen, the price will easily go to $350 this year. 🧵 Right now, everyone is overly fixated on the launch of the ETFs. The Hyperliquid ETFs are a drop in the bucket for the wall of capital that is going to hit the market This is very straightforward if you understand global interest rates, fx, and the supply of money in the system. Most people have ZERO clue about how these markets function because they have never traded G7 rates. People think they understand liquidity because they traded Bitcoin during a dollar devaluation narrative but when asked about the most important input into macro liquidity, interest rates, they have no clue. It is IMPOSSIBLE to have a view on macro liquidity and money in the system without understanding interest rates. These are two sides to the same coin. Let me lay out this thesis very simply: 👇 Interest rates are all about the price you pay for money in the system. FX markets are the flip side of the coin, which is denominated the actual currency you are borrowing relative to other currencies and their respective interest rates. Why does this matter for Hyperliquid? Because the largest markets in the world are all about interest rates and FX. Bitcoin and crypto are a drop in the bucket for large players who are managing massive balance sheets. If Hyperliquid can provide enough value via liquidity and low-cost leverage, then the largest players in the world will start moving more capital onto the platform to transact in the most important markets, interest rates, and FX. Simply put, if you have enough liquidity on your platform, the price you pay for leverage can be LOWER than what you might pay somewhere else. Simple example: If you need a mortgage for your house, you are going to try to get the best rate possible. This is you trying to find the "cheapest leverage" possible in the system. If someone offers you a lower interest rate, with no trade offs, people will take it. Many brokerage accounts compete with each other on the margin rates you have to pay in order to use the firms margin. The same dynamic is true for Hyperliquid. If they can provide attractive margin rates (or what we can funding rates on Hyperliquid), then this is the real value proposition for Hyperliquid. While everyone is focused on ETF flows, you want to ask what are the drivers of value that would catalyze the flows of the largest players to begin using Hyperliquid every single day. Clearly, the regulatory constraint is holding capital back like a dam holding back water that wants to pour into a new market. But the most important thing to understand is that if the funding rates for interest rates and FX are low enough on Hyperliquid, this begins to attract capital from the largest players in the world. This especially attracts capital from the entire Eurodollar market that is constantly trying to hedge the surplus of dollar liquidity that is in the system due to the dollars reserve currency status and the historic level of trade the US has conducted which has pushed an unprecedented level of dollars through the entire system. This flow mechanism connected to the larger macro picture is WHY I am so bullish on Hyperliquid. Notice that functionally, no one else has talked about this. They think this is just the regular "crypto cycle" where you buy momentum and fade the price once everyone starts talking about it on the timeline. The place we are at with Hyperliquid is actually taking advantage of the biggest blind spots for both people in crypto and people in traditional markets. Crypto people have been conditioned to just think in terms of pump and dumps instead of value creation and flow mechanics in the global interest rate complex. Traditional finance people have functionally dismissed crypto as something that is worthless because no one has really provided true value that has lasted. This is why I wrote this article on the blindspot that existed earlier this year, before Hyperliquid made its massive YTD rally: x.com/Globalflows/st… There is a reason that no one is talking about these mechanics. The crypto influencers or VC establishments won't talk about it because they didnt get to invest in Hyperliquid before it launched or get a crypto allocation to schill. On the flip side, the largest institutions won't talk about Hyperliquid because they dont want to draw attention to a market that they havent established a dominant positioning in yet. "Do you mean to tell me you've finally established a position, so you can price mine?" - The Big Short My job is a trader. I get paid to hold risk and I have established a position in $PURR which is the largest Hyperliquid treasury company and the only treasury company in the world with a positive P&L right now. It is up over 140% since I originally published the view (see my pinned tweet). But we have only just begun to price what is possible for Hyperliquid and what is possible for $PURR. Once you realize that Hyperliquid sits in a massive gap in the tradfi and crypto space, then you will realize why $PURR sits as the bridge to BOTH of these. I continue to hold my $PURR position and it is my strong conviction that Hyperliquid will have a significant rally beyond anyone's expectations and $PURR will be the direct beneficiary of this in addition to adding additional shareholder value on top of HYPE returns. There are several things that you need to know in order to navigate these changes in Hyperliquid: 1) Understand that we are in a credit cycle melt up that in its very nature is currently sowing the seeds of its own demise. None of this will end well given the amount of liquidity that is in the system but first we are melting up MUCH MUCH HIGHER. 2) Hyperliquid underlying drivers in its value proposition that could catalyze capital aggressively moving onto the platform to access cheap leverage. 3) All of the signals for positioning in global risk assets, interest rates, Hyperliquid, and $PURR. I will be providing an entire playbook for #1-3 in a livestream tomorrow at 8:30am MST. You will walk away with a playbook for the credit cycle, a model with the code included on mapping funding rates on Hyperliquid, and Tradingview models for monitoring the positioning signals. This will be 100% free for everyone who is a subscriber here. I will send out the links tonight and resend them tomorrow morning so no one misses it: capitalflowsresearch.com/subscribe Below, I will link the most important tweets and videos I have done thus far that you should review before the livestream tomorrow Welcome to global macro HYPERLIQUID

@XXY177 Or just use hyperliquid app.hyperliquid.xyz/join/HYPERLIQU… no kyc needed

普通人买美股： 初级：支付宝里买标普500或纳指100的QDII产品，优点方便，缺点管理费贵、每天只能买十块钱 中级：港卡港券，优点方便，可以买个股，缺点参与CRS，有20%繁重麻烦的税务自行处理，如果买指数最终收益比支付宝都差远了。不如支付宝。 高级：港卡美券，优点与港卡港券一样，但是缺点一是留痕了，有人被要求提供在美券商流水，第二是出金到港卡，同样参与CRS。你敢耍小聪明“年出金小于入金”人家就给你拉清单算历史总账。 神级：美卡➕美券，优点不参与CRS，没有税务烦恼，中国人身份除了股票分红部分，被自动扣除10%（在港买也要被扣）外，没有任何税费，涨多少全部收益都是自己的。办美卡比港卡更方便，足不出户即可办理，详情x.com/xxy177/status/… ，美券有门槛的盈透，没门槛的嘉信。缺点，想不到缺点，可能操作上中国人不是特别习惯。

@yacineMTB Friends

What movie should I watch with my wife? No horror movies

@boldleonidas @loraclexyz @Trueo_ Napoleon of crypto

@loraclexyz @Trueo_ 🫂

@institLPGP Hyperliquid is the reason most of the crypto guys stay

I’m not a cRyPto Guy but I do believe the killer app has arrived and ofc its a financialization product Hyperliquid is entering the international conscientious the way polygon did for betting markets and the token buyback feature is akin to stock buyback $hype

@Sakrexer x.com/prmai_/status/…

I literally bought because it was going up increasingly. I don’t know who wouldn’t do that

Trade $Hype on Hyperliquid, Hyperliquid use the fee generated to buy more hyperliquid:native Hype go up even more, more people fomo buy, hyperliquid get more fee to buy more $hype, such a great ponzi.

@boldleonidas Plz do not buy

I am in profit.

@nikitabier @MarioNawfal @grok if im down 90%, can i down more?

@MarioNawfal Please do not reupload the author’s video: use Quote or Video Reshare. Your revenue was reduced by 90% last cycle and we’re running out of room to reduce it more.

🚨 BREAKING: 🇺🇸 Footage from ABC News has captured the moment shots were fired outside the White House. Key details: -ABC News footage captured audio of the gunfire in real time -Roughly 20 to 30 rounds were reported fired outside the White House -The Secret Service rushed press from the North Lawn into the briefing room The situation remains active and developing No confirmation yet on injuries, a suspect, or motive President Trump's status not yet confirmed Source: ABC News

@Sakrexer How about Hyperliquid native multisig ?

Thought about switching to multisig too but that seems alot of work

Need to diversify risk and get other hardware wallets than ledgers, any recommendation? Need to be able to access Hyperliquid and store staked spot hype on it is keystone or trezor better? any other good options?

@Sakrexer What a wife-changing experience

the best part? my (ex-)wife filed for divorce BEFORE the TGE, so not only do i get a guilt-free upgrade, the courts are using the using the $1/HYPE price from the whales pre-market to determining her share of marital property

HYPE airdrop changed my life. Doubled my holdings by selling 3 apartments, offloading my stake in a friend’s business to some mafiosos, and draining the vacation fund and kids college fund. Cashing out and putting the money into something meaningful is the best feeling ever.

@xiaohhao @XChatScout It worked, xiexie

@Prmai_ @XChatScout 谷歌搜索MimicLand

plasma one是我目前体验最好的u卡，还可以通过美元方式入金 但目前还是邀请机制 如果有邀请码的大陆同学可以参考我的方法 准备好海外手机号（这个我用易博通的英国手机号）用于接收短信验证 还有香港地址证明 最后就是护照 准备好这些基本两个小时就下卡了

@ryandcrypto They also have $1B LOC ?

Hyperliquid Strategies ($PURR) spent $129.5m to buy 5 million $HYPE at an average price of $25.9 With HYPE at ~$56 they are now up ~$150,500,000 That's +116%, best performing DAT by far With $125m left of cash to deploy later on future dips Hyperliquid

100$ per $HYPE sooner than you think

@Sakrexer Told u x.com/prmai_/status/…

Just messaged her that she is now officially in profit 🤣

@zkTuring Who bought ?

What do you mean “Spot” SpaceX??? Hyperliquid

Imagine losing 22M shorting your fav coin.