figu
1.4K posts

figu
@figu_hl
MY DEFI DIARY HYPERLIQUID EXTENDED


there's no such thing as "the price" for anything. there's what i want to pay and what you want to get. somewhere in the middle is the strike





No investors No paid market makers No fees to the dev team No insiders @HyperliquidX






as required.








What’s your biggest crypto fumble/mistake? I’ll go first 👇 During the @HyperliquidX airdrop, we completely forgot to register the claim Ended up forfeiting 260K+ $HYPE tokens now worth around $10M.


So much talk about Hyperliquid of late. But the thing that stands out to me when I look at the Perps market is that @coinbase did more Perps volume than Hyperliquid over the last 30 days. Which begs the question: Does Hyperliquid actually have regulatory arbitrage here? Coinbase generates roughly 87% of its revenue from U.S. customers. So, a relatively small set of its users internationally is generating more volume than Hyperliquid in a bear market. That's notable to me and counter to the prevailing CT narratives. --- P.S. in the last bear market I spent the most time studying "high throughput chains." This is what led to our SOL allocation at the lows. In this bear market, I'm spending the most time on the Perps market. We're releasing a deep dive for readers tomorrow. If you'd like to have the latest research hit your inbox when it's published, you can sign up below 👇










