Yoen_Long

One of the nice things about not having to "work" for your bags is that you can tell projects and devs to their face what you really think about their decisions. I’m glad I’ve never had a referral or a public position I needed to defend. I’m here for fun, so you can call me a psycho.😂

@HYPEconomist You definitely got me curious now 👀

i think the time has come to build something cool on hyperliquid HYPEconomist builder arc

The modern crypto founder mindset has fundamentally shifted. I'm sure it applies to every startup, but it's fascinating to observe it with our team. We're building like uninformed retail isn't coming back. After years of extraction (rugs, predatory token launches, insiders dumping onto bagholders cycle after cycle) there's a lot of mistrust. We don't model a return wave of naive capital. The capital we we have in mind is sophisticated: large allocators, long-horizon onchain believers, and users who treat DeFi as infrastructure rather than for pure speculation. We're targeting a very specific and distinct TAMs. The "build something for everyone" playbook is over. We're designing for sustainability, and this shows up loudest in @NestExchange tokenomics. Outside our project, MegaETH gating supply unlocks behind real KPIs is a great example: token release tied to actual usage and milestones, not a vesting calendar. Obviously, HYPE has set the gold standard for value accrual on an L1. "Linear unlocks over four years" is no longer a serious answer. We're using AI, but in ways that we thoroughly underestand. We lean on it heavily across analytics to make informed decisions, weekly operations (governance strategy, marketing, e.g.) and competitive analysis. The advantage isn't AI itself anymore (everyone has the tools), it's how thoughtfully you wire it into your operations. We see the winning teams really lean into BD and distribution to land the capital we described above. Large allocators and long-horizon onchain users need more education/information than airdrops or paid acquisition. They arrive through relationships. Relationship building is even more important when everyone can ship fast and AI flattens the technical curve. Networking, taste, and the ability to move other humans can be a moat. Shipping fast doesn't mean shipping a lot. Quantity as a strategy almost always signals a team that lacks focus, can't articulate its core value prop, and ships features it never properly tests or validates. ew We're building efficiently but patiently. We iterate inside a core thesis. We only ship when the thing actually works, because launching a shitty v1 into this market is worse than not launching at all. It seems previous gen crypto founders optimized for narrative, but we're optimizing for compounding work that survives a market with much higher levels of scrutiny.

Real transparency isn't a "feature" you buy or get a badge for, as you say it’s an incentive design choice. If it’s not voluntary and verifiable on-chain, it’s just more manufactured noise. We need to move past the infinite runway meta and treat tokens as productive assets with actual mechanical accountability. That’s the only moat that protects users at the end of the day. 🤝

nest stats are up across the board the $NEST i farmed over the last few months is up 500% from the bottom it feels great to align with a project early when almost nobody believes in it and most people expect hyperEVM to die now more and more people are starting to understand how efficient the ve(3,3) DEX model is on hyperEVM, especially when the fees are used to buy $HYPE and distribute it to lockers locking $NEST is the most direct way to bet on hyperEVM’s growth hyperEVM activity > more volume on nest > more fees generated > more $HYPE bought and distributed back to lockers

@Ace_da_Book @NestExchange Honestly, I just say what I think. My support is simply a reflection of the team doing things right and delivering on their promises. Keep it up 🔥

@Yoen_Long @NestExchange 🙏great to have your support man!

Protocol growth usually boils down to two things: transparency and a team that actually listens and deliver. The latest data for @NestExchange on HyperEVM makes that clear. A 75% jump in TVL and a 273% increase in fees aren't just numbers, they are signs of a very healthy and active protocol. I had the chance to dig into some technical details via a support ticket last week. Instead of a canned response, the team provided real technical depth. They’re already overhauling the UI to match the protocol's performance. It’s rare to find a team that takes feedback this seriously (not only mine, also the one that comes from their comunity on Telegram and Discord) and translates it into immediate development. The foundation is firmly set for the HypeSpring campaign. By leveraging the HypeEngine, Nest is proving that when you prioritize the community and the tech, the growth becomes inevitable.

@0xBellinili I think Hybra’s performance is just a matter of time, but I’m not pleased with their lack of clarity on the project's decisions, the Carnival campaign honestly got me mad

@Yoen_Long im still having a big bag of veHYBR, but it's not performing well recently. acculated some nest, but now it pumped a lot, so just locking half of my fees. curious to see the HYPE rewards getting distributed

You have seen me talk about ve(3,3) Dexes recently. Quick recap for those who aren't familiair with ve(3,3) Dexes: when you LP, you earn emissions instead of fees. The fees go to the voters on the pool (often 1 a week). But what do you do with these emissions? To keep the flywheel spinning you stake them and vote for extra rewards. I have been doing this mostly, but I recently switched approach. I convert half to stables or HYPE to compound my positions and the other half I keep staking to receive the voting rewards. What do you do with your emissions?

I started accumulating veCRV long ago. On HyperEVM, I’ve fully rotated from veHYBR into veNEST, building my position slowly as there weren't many sellers on the secondary market. While I hold a few core assets, my active LPs are now exclusively concentrated in Curve and Nest. High conviction

@Yoen_Long what projects have you been accumulating?

DeFi right now

Y más y peor: una complejidad regulatoria que no existe en Europa para operar. He visto a mucha gente copiando y traduciendo un tuit que celebra alegremente esta noticia porque da “seguridad”. En Japón acaban de pasar de nivel 1 de coste, dificultad y compliance a nivel 8, sobre 10. Los criptoactivos no deberían asemejarse a productos financieros, sino queremos convertir a un montón de Fintechs en entidades con tres kilos de carga de compliance.

The word on the podcast circuit and conferences is all about transparency and disclosures. These data are how all of @NestExchange fundamental metrics are calculated since 100% of value is driven to tokenholders who actively vote. Easy to do, should be required for all tokens

@HybraFinance Also, DefiLlama shows $2M TVL while Hybra’s analytics shows $3.71M. Why such a big gap?

for a liquidity layer, tvl alone doesn’t tell you everything what matters most is how productive that liquidity actually is the strongest liquidity is not just sticky, it is productive and fees / tvl is one of the cleanest ways to see that source: defillama HyperEVM DEXs

@Obesepotato_hl But now you can just watch it onchain. You might not be able to prove those wallets are insiders, but it’s usually pretty obvious which ones to track IMO

S&P 500 did an official partnership with Tradexyz So their insiders can easily trade on-chain without getting caught

@rennyzucker @based16z Call it perfume if you want, but people are still trading the scent 24/7 while the original bottle is closed. That’s what innovation looks like

@based16z The essence of ES It’s like a cologne

How is it possible that there are professional investors that think the futures market is open right now.

@NestExchange Not just marketing, there’s a real mechanism live today 👏👏

When an influencer defends a project like a hooligan, that’s usually a red flag. Maybe there was no formal deal behind it, but if they got compensated in any way for tweeting or publicly defending the project, keeping that from their followers is still shady and says a lot about their integrity

@tradexyz Huge step, congratz!

S&P Dow Jones Indices and trade[XYZ] have joined forces to launch the first official S&P 500 perpetual contract, available exclusively on Hyperliquid. For 69 years, the S&P 500 has been a defining reference point for global finance. Until now, access to that benchmark has been shaped by market hours, intermediaries, and geography. Today, that changes. The S&P 500 perp is now available 24/7/365, anchored by the official index data required for deep liquidity and institutional confidence at scale.  SPDJI helped define modern indexing. They are stewards of an iconic benchmark, the standard against which portfolios across the globe are measured. We are honored to bring that legacy on-chain. Trade[XYZ] is bringing the world's most iconic assets towards a future of global, continuous markets — a future powered by Hyperliquid.

USDH at $82m captures 12.4% of hyperliquid's stablecoin supply. GHO at $565m only captures 4.7% of aave's TVL. higher adoption rate on a younger protocol means stickier users. USDH growth is the leading indicator for HYPE that nobody's tracking. if it hits $200m by september that's your confirmation to add size