Stupifff

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Stupifff

Stupifff

@Stupifff

Irresponsible memecoin degen. Responsible DeFi enjoyoor

In the orderbooks Katılım Şubat 2017
1.1K Takip Edilen10.2K Takipçiler
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Stupifff
Stupifff@Stupifff·
Now that the dust has settled, I wanted to share my biggest trade win, ever: $TRUMP When @realDonaldTrump dropped the tweet, I was at lunch. I saw it on my feed about 20minutes after it came out and immediate thought was: "LOL the scammers hacked the President's twitter, this will be entertaining." Market cap was $3B. I went back to finishing my lunch. As I finish eating, I refresh my Dexscreener: WHAT THE FUCK? My entire port has nuked. I'm down multiple salaries while I finished this meal. Fight of Flight kicks in. 👇🧵
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Stupifff
Stupifff@Stupifff·
near:native is so strong what the actual fuck
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Stupifff
Stupifff@Stupifff·
@BlakeSword1 Ok let me clarify then BUY HYPE RIGHT NOW FULL PORT IT AND LOG OFF UNTIL IT FLIPS SOLANA
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Blake Sword
Blake Sword@BlakeSword1·
@Stupifff Man lays out a simple question followed by a bunch of points, then answers his question “idk” and is like yes. Exactly what I was going for. Post.
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Stupifff
Stupifff@Stupifff·
Is $HYPE already pumped? Would I be top blasting here? Let's look at the facts: - This run was started by fundamental catalysts: USDC/Coinbase partnership, +$160m additional annual revenue, HIP3 (Stocks/Commodities) Launch, HIP4 (Prediction Markets) Launch, official S&P500 contract - The buyback machine added 3 new streams (Stocks/Commodities, Prediction Markets, USDC reserve yield) - Then added fuel from SEC wanting tokenized stocks, Goldman Sachs selling their crypto exposure and rotating into HYPE, Wall Street using HL for preIPO and afterhours - The rally was fueled by spot buyers and not perps. (We have lower OI now than at $50). This usually suggests spot buyers are longer term holders than perps swing traders. - Now the price is consolidating ABOVE previous ATH over a 3 day weekend with no ETF flows (crypto natives keeping up the price) Let's see what happens when ETFs open tomorrow..
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Stupifff@Stupifff

A question to my followers: Most of you don't own $HYPE, despite me screaming it for the last year. Why? - Feel like it's too late to buy HYPE? - Don't understand it and can't be bothered - Stuck with downbad bags you don't wanna sell? - Not gonna make it with a 10x on a major coin, you need to gamble in trenches for a 1000x - Other? I will summarize a year's worth of Hyperliquid events so you will know everything about Hype in 5 minutes. - Launched with No VCs, No Insiders - Transparent onchain decentralized exchange - Every order, cancel, trade, liquidation is full onchain and verifiable in real time - $5b TVL, $44T Perps volume, $150b DEX volume - Has 44% of all perp DEX volume - Has 6% of global perps volume (including CEXs like Binance), up from 3.5% a year ago. - Makes $1.9m per day in fees (average) - 99% of that revenue is given back to HYPE holders (buyback + burn) - Monthly unlocks are usually held or restaked. Leftover tokens are sold usually via OTC to minimize impact to the chart. - Survived Lighter, Aster and CZ attacks - Expansion via BuilderCodes. Other projects build and send volume to HL. Phantom processed $37b in Perps via Hyperliquid and made $20m in fees. People are using HL without knowing it. - Launched HYPERevm an L1 blockchain that works directly with the exchange. - Launched HIP3 (trade tokenized stocks and commodities onchain) - Captured 2% of GLOBAL silver trading volume at its peak - To launch an HIP3 Market, deployers MUST stake 500,000 HYPE tokens (more buy pressure on the token) - 24/7 Markets means Traditional Markets flock to HL - Wall Street is using HL to price stocks preIPO (even though it's illegal for them to use it!) - Launched HIP4 Prediction Markets - Circle/Coinbase just committed this week to give 90% of the yield from the $5B USDC TVL. This means an extra $160m per year into buybacks. - Coinbase just bought 500k HYPE tokens and staked - Multicoin Capital, Galaxy and multiple DATs accumulating the HYPE token already. - Bitwise, Grayscale, and 21Shares have all filed for spot HYPE ETFs - Hyperliquid has it's own Policy Center, actively meeting with Policy makers to open a door to the US market - Jeff met with Policy makers this week in Washington during the Clarity Act advancement, to discuss Hyperliquid. Speculation and Tailwinds for the future: - Coinbase and Circle partnership, strengthens chances of breaking into the US market - Do Coinbase send perps volume to HL via Builder Codes? - If KYC comes in the future, it may lose some retail traders but bring in 10fig institutional entities. - Hype has achieved all of this while it's still officially not usable in the US yet (you're early). So tell me, why are you holding anything else but HYPE? Can you justify it to yourself?

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Stupifff
Stupifff@Stupifff·
which one are you
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Psyduck
Psyduck@cryptopsychdoc·
these are prolly the most alt szn esque conditions we've had in years but no one is calling it that since they all got bodied on 10/10
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Meridian
Meridian@MeridianProto·
This isn't DeFi yield. KYC-gated institutional vaults. Senior / mezzanine / equity tranches. AI-assisted credit analytics. Smart-contract-enforced waterfall. Structured credit. New rails.
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Garfold
Garfold@Garfoldd·
I need a disgusting financial win
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WONTON
WONTON@Don_The_Wonton·
> Checks Meridian Twitter > Three AI slop tweets since $100k > Checks Brooks Twitter > Zero AVAX tweets since free 100k I can’t believe y’all let this outsider chick come in and enter slop, while entering 5 other hackathons at the same time with slop. Shame on everyone involved
Meridian@MeridianProto

This isn't DeFi yield. KYC-gated institutional vaults. Senior / mezzanine / equity tranches. AI-assisted credit analytics. Smart-contract-enforced waterfall. Structured credit. New rails.

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Loshmi
Loshmi@loshmi·
ok so here are my full thesis on $NEAR and why i believe it's still insanely undervalued near intents did 542k unique paying users in the last 30 days. half a million ppl paid actual fees to use the product. no points farm no airdrop hopium no incentives subsidizing volume. they paid because it WORKS now you stack the rest: - $19.2b cumulative swap volume - $33.5m in real protocol fees - 25.6m total swaps executed - $51m+ daily volume running rn - usdt and usdc are 53% of 24h flow which means agentic stablecoin commerce is live in production most of crypto talks about yield, token gets airdropped stake to earn 200% apy price dumps the second emissions stop exit liq acquired well near intents is the opposite shape users pay fees because the product works fees route into $near buybacks loop closes without subsidy 542k paying users. $33.5m in fees. $3.1b mcap. ZERO unlocks ever. now lets talk about why $near fits both in privacy x AI meta privacy meta: every privacy coin uses near intents. near is the picks and shovels of the entire privacy run so far. ironclaw and venice.ai integration brings confidential computing aka verifiable private ai inference. if privacy keeps running near eats regardless of which coin wins the surface narrative (see where i am getting at?) ai meta: near has been heads down on ai for 4 years from a blockchain angle. they were the only crypto chain invited to the nvidia conference. not pay to play. personally invited by nvidia. that doesnt happen by accident so you have a chain that: - is foundational infra for the two hottest narratives in crypto (ai and privacy) - ships a product doing $51m+ daily volume with no incentives - routes real fees into buybacks - has zero unlocks ever - sits at $3.1b mcap yes sure there is dilution. but even at current inflated supply $10 is ath fdv. thats 3-4x from here just to retag ath while they execute on the two narratives the entire market is rotating into ai agent revenue hasnt even started flowing yet. intents is already cash flow positive without it. when agentic commerce scales near is the rails everything runs on that's pretty much it, thanks for reading my yapping end talk - Loshmi
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ΞxcelBaller
ΞxcelBaller@ExcelBaller·
> The community needs a generational cook, give them a $HOTEMIN Summer
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Daniel Cheung
Daniel Cheung@HighCoinviction·
Think ETF flows for $HYPE are going to massively surprise to the upside. Have had multiple friends in Tradfi call me and tell me they think owning HYPE here is more asymmetric than owning Semiconductor stocks for now. The REAL rally is just beginning.
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