Charlito @ Hyperlens
795 posts

Charlito @ Hyperlens
@charlitohl
used to be a programmer, now an agentic code cuck. Building @XypherIO, @HyperlensIO and some other stuff hyperliquid










TBH, I have changed my mind on hyperliquid:native to a degree. Binance makes 17 bil annually, Bybit estimated at $7-$10 bil. Hyperliquid makes around $850 mil atm. KYC is certain IMO, but if they can survive regulatory hurdles and continue to grow, the token could reach godly values with 97% revenue flows. Atm HL is trading at 15x revenue. But if they reach Binance revenue, that would put it at like 170bil mcap assuming it trades at 10x earnings, or like $700 per token. So insane. It will take a while to get there though, but not impossible. I will just be watching for now…

Hot take: I think Hyperliquid is the worst thing that happened to crypto It’s so good that a lot of people now think every project should print $1M daily and raise no money The thing is every star aligned for Hyperliquid and we shouldn’t expect every project to reach that bar By setting expectations that high a lot of people end up losing hope or trust in anything right now Actually a lot of projects are doing pretty well and we should embrace that





















