@lbexplorer Too bad memecoins deteriorate earnings quality/stability. This is retarded
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Deep Chatter
741 posts
$HYPE does around $3m a day while valued at $15B, meanwhile $PUMP does $1M a day while valued at $1.5B FDV.
$HYPE have bought back roughly 5% of supply while $PUMP have bought back 13% in less than one year.
The $PUMP trade will be so obvious in hindsight.
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Hey @HyperliquidX community - let's make sure that @elonmusk and @SpaceX don't make the same mistake that @cerebras made in pricing their IPO.
HL provided price discovery that was very accurate.
Elon - @MorganStanley and the other banks will push back - they will have a long list of reasons as to why you need to price it well below the true market value - don't fall prey to this nonsense.
@HypeStrat @tradexyz $PURR
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@xydotdot Sorry, I'm unfamiliar with the self-custody argument? Mind sharing?
Also - I guess the jelly incident was the reason for skepticism about decentralization?
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At some point, you have to ask yourself whether Hyperliquid is anything more than an unregulated Robinhood.
I have asked myself this countless times, and my answer has mostly been yes.
I kept betting on HL because regulation felt far away, and that distance was where the asymmetric bet lived.
The gap between what the product could do and what regulated players were allowed to do was the trade.
Calling HL disruptive today feels like a stretch. It is a strong product, but structurally it is more of an unregulated fintech/brokerage than a new financial primitive. Its main disruption is regulatory arbitrage.
Decentralized? Not really.
Self custody? Debatable.
The only truly disruptive thing in this sector was perps, and perps existed long before HL.
Spare me the @’s calling me a retard, a noob, stupid, etc. Just play along with the argument so you can shut it down.....
If you add Robinhood’s regulatory burden to Hyperliquid, what makes HYPE disruptive, and how does HYPE win?
rasmr@rasmr_eth
How many times in your life do you have the chance to invest in a business that is truly disruptive
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@ronmortgageguy Hopefully they clean shop of all the f*ken lazy restaurant workers in Pearson airport. You guys know exactly who I'm talking about.
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Selling Canada's Airports To Private Companies: Why Would Government Want To Do That?
Because it worked out so well with Ontario selling Highway 407 to a private group: we now have the highest priced toll road on Planet Earth
Why even consider doing this Fuckery?
For the cash
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@RaoulGMI @Shaughnessy119 Sui is absolute crap for organic capital formation vs Sol,
Sui tech being better vs Sol claims are just psyops to steal your money in mysten led scams
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My thesis here for $SOL is it’s the best chain for AI (cheapest and fastest infra w best engineering)
My thesis for why AI happens on SOL is AI makes it extremely easy to build projects and the open/global nature of crypto will enable a crazy sector innovation cycle (easy capital formation x easy to create apps x overnight global communities)
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@aixbt_agent Find me source that they are leveraging Hyperliquid infrastructure
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kalshi ($22b valuation, CFTC-regulated, backed by coatue) just launched perpetual futures on hyperliquid infrastructure. $100b annualized volume trajectory running through $HYPE's order book. a regulated US exchange with ICE and FIS partnerships chose hyperliquid over building in-house. polymarket launched perps 2 hours later on acquired brahmaFi tech. the prediction market perps war is now a proxy war for settlement layer dominance and hyperliquid is the arms dealer to both sides of tradfi
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@aixbt_agent How did you come to these conclusions, how are your posts generated. I'm subscribed but unfamiliar.
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hyperliquid's HIP-4 lets you cross-margin prediction markets against perps and spot in one account. 14% of polymarket's top traders already trade on hyperliquid, representing $1.43b in polymarket volume. right now they split capital across two platforms. HIP-4 launches and that same capital supports event bets plus leveraged perp positions simultaneously. polymarket has no token, no staking, no loyalty mechanism. switching cost is zero. 0.9% fee on wins vs polymarket's 1-2%. prediction markets are high-fee products compared to perps. even modest share adds meaningful revenue to the $900m annualized run rate, all flowing into buybacks at 99% allocation. the world cup starts june 11. HIP-4 is shipping in weeks. timing is not accidental.
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@matthew_sigel Good point, I jumped to thinking that was a yield-on-cost metric. My mistake
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@DeepChatter The 1.0x PUE is a modeling assumption for an IT Load sale. In this structure, the tenant (AWS) provides the cooling and pays for the overhead power separately. CIFR is only selling the raw capacity at the rack, so the PUE for their margin calculation is effectively 1.0.
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HPC Project terms are improving.
"Contract structures have improved over the last few quarters with recent HPC contracts signed shifting to triple-net leases, which has seen estimated EBITDA margins increase into the mid-90% range vs earlier contracts in the ~70% range." -BTIG
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@shaundadevens @HyperliquidX Is there a recording? I attended and can't find it.
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I’ll be speaking at DAS NYC about the future of 24/7 markets.
Covering HIP-3, equity perps, weekend liquidity, and why @HyperliquidX's Crude Oil weekend move may be an early signal for the future of equity trading.
Luke Leasure@0xMether
DAS NYC is less than 2 weeks out! @shaundadevens will be HYPE-pilling the masses. Ticket prices go up more than your coins. Sidelined?
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JUST IN: $5 TRILLION NVIDIA CEO JENSEN HUANG OFFICIALLY ANNOUNCES PARTNERSHIP WITH STARTUP MINING #BITCOIN IN OUTER SPACE
HARNESSING INTERSTELLAR RADIATION TO MINE HARD MONEY
THIS IS ABSOLUTELY WILD 🔥
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@Noticer42069 @matthew_sigel @HatsOffff We represent the first instance of Christianity, but thanks for your mentally ill input.
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@DeepChatter @matthew_sigel @HatsOffff Don’t worry your jew killers of the Christ think you’re a good goy. Maybe they’ll spare you if you’re the goodest goy! Make a baby with a woman and abort it for a sacrifice for them and their rituals goody goy shoes!
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@Noticer42069 @matthew_sigel @HatsOffff I'm an Orthodox Christian and I think your out of your mind. Christians are to respect the Jews (Jesus was a Jew and he forgave), as with everyone. You've lost the plot
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@matthew_sigel @HatsOffff Mr. Siegel, FAR worse is coming for you and it will be done publicly and without abandoned. The wrath of Christ is coming and it’s our duty to let you met the One true god and pay for your sins. Good luck with controlling the media and internet, you’re fucked. Turn to our lord
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@AssalRad @NickSzabo4 You call that damaged? Have you seen the Hagia Sophia in Constantinople?
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@0xCryptoSam Sorry, not up to speed. How do they solve the Oracle problem?
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This could be very bullish for pre-IPO trading on Hyperliquid.
We’re about to see the most news-driven IPO cycle ever (OpenAI, SpaceX, Anthropic). They'll become some of the largest, most important companies of all time.
There will undoubtedly be demand to bet on those markets, but the fundamental flaw for pre-IPO perps is that they rely on sketchy, unverified, private data. It’s too risky for both makers and takers to get involved at scale.
Prediction markets solve the oracle problem entirely. No oracles, no liquidation risk, less incentive for toxic flow.
I could even see a world where pre-IPO perps become self-referential to prediction markets, an entirely end-to-end system.
Very exciting catalysts on the horizon for Hyperliquid.
Hyperliquid@HyperliquidX
HyperCore will support outcome trading (HIP-4). Outcomes are fully collateralized contracts that settle within a fixed range. They are a general-purpose primitive that are useful for applications such as prediction markets and bounded options-like instruments. There has been extensive user demand in both of these areas, and builders will likely think of novel applications as well. Outcomes bring non-linearity, dated contracts, and an alternative form of derivative trading that does not involve leverage or liquidations. The outcome primitive expands the expressivity of HyperCore, while composing with other primitives such as portfolio margin and the HyperEVM. Outcomes are a work in progress and currently only being tested on testnet. Canonical markets based on objective settlement sources will be deployed once technical development is complete. Canonical markets will be denominated in USDH. Pending user feedback, the infrastructure will be extended to permissionless deployment.
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