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@cryptoian

terminally online, monitoring the situation @iansintel

onchain Katılım Mayıs 2015
3.4K Takip Edilen10K Takipçiler
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Eric Balchunas
Eric Balchunas@EricBalchunas·
The HYPE brothers $THYP & $BHYP saw another massive jump in volume, approaching $100m between them, after going up another 9% today, 42% since launch on 5/12.
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Ian's Intel
Ian's Intel@iansintel·
ETF Flows: 20 May 2026 🔴 Bitcoin ETFs: -$70.5M net outflows 🔴 Ethereum ETFs: -$28.1M net outflows 🔴 Solana ETFs: $0.0M net outflows 🟢 Hyperliquid ETFs: $25.5M net inflows
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MLM
MLM@mlmabc·
Another retarded post by Arkham. He is not down on the trade or trapped in the position. This is a hedge against his staked 2.16M HYPE ($104M), of which 560K HYPE ($26.9M) is currently being unstaked. hypurrscan.io/address/0xe44b… He decided to short instead of selling spot since the entire world is watching his wallets, and unstaking a large amount and selling spot before hedging would result in a much worse exit than hedging beforehand via perps. He also can’t be liquidated since this is a hedge and he has enough margin. Everyone talking about loracle in this way is retarded and should stop with this. He decided to take profit on HYPE after being up 1000000000x which is normal. This shouldn’t change your views on the project.
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Kiyotaka
Kiyotaka@kiyotaka_ai·
We made monitoring Hyperliquid markets easy. Up to 16 markets in one view. Price and open interest side by side, streaming in real-time.
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s@sershokunin·
T-minus 24 hours
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jeff.hl
jeff.hl@chameleon_jeff·
I spent the past few days in Washington with @hyperliquidpc meeting with policymakers during the historic advancement of the Clarity Act. We discussed Hyperliquid, the benefits that it offers to American consumers, and the regulatory path to bring onchain derivatives markets into the United States. Some conversations were technical with an impressive baseline understanding of Hyperliquid. Discussions included how onchain trading is a financial innovation that has clear global user demand. Other conversations focused more on a first principles introduction to defi and the promise of onchain markets. It was encouraging to see bipartisan support for thoughtful regulation of crypto. I look forward to continuing discussions in DC and working hard to make American access to Hyperliquid a reality.
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Zky
Zky@TimHallCH·
Price dump 10% on the @zoomerfied tweet, but the article is a real goldmine. Bullish. "Michael Selig, chairman of the CFTC, said at a conference in early May that Hyperliquid could “end up influencing the spot market price or the futures market price on our registered platforms.” "Several traders told Bloomberg they watch weekend trading on Hyperliquid for cues on where prices may open" "Don Wilson, the founder of DRW, a Chicago-based high-speed trading firm with more than 2,000 employees, said in an interview that his firm transacts on Hyperliquid through employees based abroad. He said that its growth will likely force the exchanges to change their business models." "While the traditional exchanges have been raising concerns about Hyperliquid, US officials are also investigating suspicious activity on their platforms. The CFTC is probing well-timed trades in oil futures on CME and ICE’s platforms," Hyperliquid.
zoomer@zoomerfied

[ ZOOMER ] CME AND NYSE ARE PUSHING THE US TO REGULATE HYPERLIQUID, DUE TO CONCERNS ABOUT MARKET MANIPULATION AND SANCTIONS EVASION: BBG

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ASXN
ASXN@asxn_r·
In September 2025, Hyperliquid validators selected Native Markets to issue USDH. Circle did not submit a proposal, even though USDC was the dominant stablecoin on @HyperliquidX at the time. Since then, USDH has been the Hyperliquid-aligned stablecoin where reserve economics flow back into the ecosystem, despite the majority of stablecoin supply and trading volume being denominated in USDC, on both the HyperEVM and HyperCore. With Coinbase's announcement yesterday USDC is moving in a similar direction. Coinbase is set to act as USDC treasury deployer under AQAv2, while Circle acts as the technical deployer for CCTP and native cross-chain infrastructure. Both have staked HYPE. According to @mlmabc Coinbase bought and staked 500k HYPE, worth around $20M, while Circle has deposited $5M USDC, started buying HYPE, and currently holds 97.3k HYPE, worth around $4M, all of which is staked. As of May 15, 2026, there is $1.46B USDC on HyperEVM and $3.71B on HyperCore, or $5.17B total. A 90% share on the current USDC base at 3.0% to 3.5% net yield would add about $140M to $163M of annualized revenue, or roughly a 29% to 34% uplift versus the current run rate - based on last month's revenue figures.
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Based
Based@BasedOneX·
Funding has been the most-watched number in crypto for a decade. No desk has ever been able to trade it. That is about to change. Together with Nunchi, we are bringing the first funding rate perps to Hyperliquid. BTCSWP is a perp on the BTC funding rate itself, long if you think funding accelerates, short if it compresses. An entire asset class moves from watched to traded. Live on testnet now, mainnet coming soon. Try it: testnet.based.one/yex:BTCSWP The future is Based.
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Nunchi@nunchi

1/ Most perps let you trade one number: spot. The funding rate that pegs that perp to spot is itself a number. It moves. It has structure. Until now, you couldn't trade it. CFIs fix that. 🧵

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Citrini
Citrini@citrini·
Have gotten 4 different calls today from funds who are watching CBRS trade on @tradexyz for price discovery, pretty surreal
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Nachi
Nachi@alphawifhat·
Not sure people understand the magnitude of this announcement Hyperliquid has $5b USDC on its platform, AQAv2 ensures that "the vast majority of reserve yield" from USDC will now be used to buyback even more HYPE If we assume that the "vast majority" is considered ~80-90%, a conservative 3.5% yield would mean an additional $140m - $160m yearly revenue. Convert that into daily buybacks and we're looking at an additional ~$400k of buybacks per day. We've been hovering at around $1.5m revenue per day so that would be a 26% increase in daily revenue, that's insane I've been waiting for some kind of catalyst that could have potentially brought HYPE out of its revenue slump, and I was thinking perhaps a gradual end to HIP-3 growth mode was going to be that catalyst, but this partnership with Coinbase/Circle should do the trick The news came out at as HYPE was hitting a strong support level so it felt like a very natural spot for me to go long Additionally we're also seeing a very successful pre-IPO trial with CBRS which gave a great entry for retail traders (this will surely be talked about outside of crypto) so that also helps add to the conviction Hyperliquid
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Hyperliquid@HyperliquidX

Coinbase has announced its plan to activate AQAv2 on USDC as the treasury deployer, with Circle serving as the technical deployer responsible for CCTP and native cross-chain infrastructure. Both Coinbase and Circle have committed to stake HYPE to activate AQAv2. As part of this transition, Native Markets has agreed to terms granting Coinbase the right to purchase the USDH brand assets. With Coinbase, in its role as treasury deployer, sharing the vast majority of reserve yield revenue with the protocol, USDC will become the most aligned stablecoin on Hyperliquid. As a result, canonical outcome (HIP-4) markets will use USDC as the quote asset in a future network upgrade. User and builder feedback has been consistent that fragmentation leads to degraded experience; now, the community no longer needs to choose between liquidity and protocol alignment. The pioneering work of Native Markets in launching USDH as the first production-scale stablecoin sharing yield directly with a protocol in a purely onchain implementation made AQAv2 possible. The learnings and mechanics pioneered by USDH will live on in AQAv2. The Hyper Foundation will give grants to eligible HIP-3 deployers, HIP-1 deployers, and builders who integrated USDH, supporting teams through migration over the next months. These grants reflect an ongoing commitment to teams who choose to build on Hyperliquid and align with the protocol. USDH markets are fully functional but will sunset over time. USDH remains fully backed, with feeless conversions to USDC and fiat available to users during this transition.

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jeff.hl
jeff.hl@chameleon_jeff·
Excited to see everyone come together for this historic moment. AQAv2 brings the protocol-aligned stablecoin model that @Nativemarkets trail-blazed to USDC with @Coinbase and @Circle's commitment to Hyperliquid. The community no longer has to choose between liquidity and alignment. Our industry will face adversity as we continue to grow. It gives me hope seeing titans of the industry come together to build for users and bring all of finance onchain.
Hyperliquid@HyperliquidX

Coinbase has announced its plan to activate AQAv2 on USDC as the treasury deployer, with Circle serving as the technical deployer responsible for CCTP and native cross-chain infrastructure. Both Coinbase and Circle have committed to stake HYPE to activate AQAv2. As part of this transition, Native Markets has agreed to terms granting Coinbase the right to purchase the USDH brand assets. With Coinbase, in its role as treasury deployer, sharing the vast majority of reserve yield revenue with the protocol, USDC will become the most aligned stablecoin on Hyperliquid. As a result, canonical outcome (HIP-4) markets will use USDC as the quote asset in a future network upgrade. User and builder feedback has been consistent that fragmentation leads to degraded experience; now, the community no longer needs to choose between liquidity and protocol alignment. The pioneering work of Native Markets in launching USDH as the first production-scale stablecoin sharing yield directly with a protocol in a purely onchain implementation made AQAv2 possible. The learnings and mechanics pioneered by USDH will live on in AQAv2. The Hyper Foundation will give grants to eligible HIP-3 deployers, HIP-1 deployers, and builders who integrated USDH, supporting teams through migration over the next months. These grants reflect an ongoing commitment to teams who choose to build on Hyperliquid and align with the protocol. USDH markets are fully functional but will sunset over time. USDH remains fully backed, with feeless conversions to USDC and fiat available to users during this transition.

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ZachXBT
ZachXBT@zachxbt·
1/ An investigation into the opaque private loans/OTC, unilateral vesting changes, market maker coordination, unknown float, and >95% supply control behind $LAB's recent pump to $6B FDV. Here's why @LABtrade_ represents everything wrong with the current meta of retail extraction on major centralized exchanges.
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ian@cryptoian·
@cobie hyperliquid
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Cobie@cobie·
:)
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