Hyperliquid Research Collective (HRC)

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Hyperliquid Research Collective (HRC)

Hyperliquid Research Collective (HRC)

@HyperliquidR

The Research Hub for Hyperliquid. Initiated by @GLC_Research and @FourPillarsFP Not part of or affiliated to Hyperliquid team or foundation

Hyperliquid. Katılım Ekim 2025
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Hyperliquid Research Collective (HRC)
Hyperliquid Research Collective (HRC)@HyperliquidR·
Hyperliquid Annual Report 2025 Today, we're excited to release Hyperliquid's 2025 Annual Report. What Hyperliquid, the core team, and hundreds of contributors have built this year is largely unprecedented in financial history. This report is our attempt to capture that extraordinary year with the rigor it deserves. A few months ago, we created HRC because we felt a clear need to reduce information asymmetry and lower entry barriers for new participants through independent research. We hope this report helps do exactly that. For us, it is a privilege to be part of this ecosystem and to have produced this work. Months of research, data work, debate, and collaboration across Four Pillars, GLC, and all our contributors went into every page. It means a lot to share it today, so please, let us know what you think and how we can improve the reporting going forward. Enjoy the read. Some excerpts below, with the link to the full PDF. Hyperliquid.
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Hyperliquid Research Collective (HRC) retweetledi
GLC
GLC@GLC_Research·
It’s been roughly 5 months since @FourPillarsFP & us joined forces to create the Hyperliquid Research Collective (@HyperliquidR) Today, there are 53 articles available on the website. More and more analysts, researchers, and builders understand how important it is to reduce information asymmetry around Hyperliquid and lower entry barriers. The job is far from finished, but we’re very grateful to be building long-term relationships with such a wide range of contributors across the ecosystem. Looking forward to everything that’s still ahead. Hyperliquid.
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s@sershokunin·
There has never been an exchange compatible with every asset class. When US equities are surging and volume picks up, Nasdaq has a great year. If crypto enters a bull market, Binance and Coinbase volumes 10x. If the Fed is active and rates vol increases, CME has a great quarter. But the Nasdaq can't monetize flows in Japan. The Tokyo Stock Exchange can't make money off the commodites boom. Coinbase doesn't profit off heightened rates volatility. These exchanges aren't made to support a wide array of asset classes and opportunities. Their revenues are highly cyclical, tied to the underlying markets they serve. TradeXYZ breaks this mold entirely. XYZ can create a market for anything near instantly. Equities. Commodities. Rates. FX. There is always something happening in the world. We're designed to capture idosyncratic moments of volatility in a world where anything can happen on any asset, anywhere, anytime. The result is a diversified business that isn't long any single asset class or country, but rather long global asset volatility as a whole. This is the final platform for traders, with deep liquidity for every major market in the world, open 24/7/365. The universal venue. Powered by Hyperliquid. Trade everything, trade XYZ.
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Hyperliquid Research Collective (HRC)
Hyperliquid Research Collective (HRC)@HyperliquidR·
Third one x.com/HyperliquidR/s…
Hyperliquid Research Collective (HRC)@HyperliquidR

Can Hyperliquid Predict the S&P 500? Written by @web3_pastel from @ArrakisFinance This report is an analysis of price discovery, informed flow, and predictive signals on @tradexyz's SP500 perpetual futures market on @HyperliquidX. Here’s a first excerpt, more below 🧵 "A week-old onchain derivative market appears to contain measurable predictive information about the world's most liquid equity index. Two independent signals predicted SPX direction at 10-minute horizons with statistical significance. A small cohort of wallets are able to do so with 79% accuracy. Hyperliquid, already the dominant onchain perps venue, may be establishing itself as a price discovery layer that extends beyond crypto." hyperliquidr.xyz/post/can-hyper…

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Hyperliquid Research Collective (HRC)
Hyperliquid Research Collective (HRC)@HyperliquidR·
"147 wallets, representing 3% of all participants, predict SPX direction with 79% accuracy at the 10-minute horizon. They represent 13.5% of total taker volume and trade disproportionately more than average. On the other side, 126 wallets (2% of participants, 17.3% of volume) are consistently wrong. When they buy, SPX tends to go down. When they sell, it tends to go up. This is adverse selection in its purest form: these wallets are systematically on the wrong side of informed flow."
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Hyperliquid Research Collective (HRC)
Hyperliquid Research Collective (HRC)@HyperliquidR·
Can Hyperliquid Predict the S&P 500? Written by @web3_pastel from @ArrakisFinance This report is an analysis of price discovery, informed flow, and predictive signals on @tradexyz's SP500 perpetual futures market on @HyperliquidX. Here’s a first excerpt, more below 🧵 "A week-old onchain derivative market appears to contain measurable predictive information about the world's most liquid equity index. Two independent signals predicted SPX direction at 10-minute horizons with statistical significance. A small cohort of wallets are able to do so with 79% accuracy. Hyperliquid, already the dominant onchain perps venue, may be establishing itself as a price discovery layer that extends beyond crypto." hyperliquidr.xyz/post/can-hyper…
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Noveleader 🏰
Noveleader 🏰@noveleader·
Took us some good time to write this one. Make sure you give it a read. 70 pages. Hyperliquid.
Hyperliquid Research Collective (HRC)@HyperliquidR

The Evolution of Commodities Report Written by @castle_labs, @francescoweb3, @noveleader We're proud to publish this extensive report from Castle Labs on HRC: a 70-page deep dive on the history of commodities and where onchain trading stands today. The report covers everything from the history of commodity infrastructure and its evolution, to the current state of onchain markets, with both qualitative and quantitative analysis. The authors also share where they think this is all heading. If you want to understand onchain commodities, this is a must read. "Onchain commodity markets didn't need the Iran strikes to exist. They were already growing. The gold rally earlier this year showed the same dynamic: spot tokenised gold volumes spiked as the price moved fast over a weekend. The strikes in Iran simply compressed the timeline, but the underlying driver is structural. Any time supply and demand information arrives outside market hours, whether a new reserve discovery, a geopolitical event, or a policy announcement, traders will route to wherever they can act. The evolution of commodities is onchain." Enjoy the read. Some excerpts below, with the link to the full PDF.

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Hyperliquid Research Collective (HRC)
Hyperliquid Research Collective (HRC)@HyperliquidR·
The Evolution of Commodities Report Written by @castle_labs, @francescoweb3, @noveleader We're proud to publish this extensive report from Castle Labs on HRC: a 70-page deep dive on the history of commodities and where onchain trading stands today. The report covers everything from the history of commodity infrastructure and its evolution, to the current state of onchain markets, with both qualitative and quantitative analysis. The authors also share where they think this is all heading. If you want to understand onchain commodities, this is a must read. "Onchain commodity markets didn't need the Iran strikes to exist. They were already growing. The gold rally earlier this year showed the same dynamic: spot tokenised gold volumes spiked as the price moved fast over a weekend. The strikes in Iran simply compressed the timeline, but the underlying driver is structural. Any time supply and demand information arrives outside market hours, whether a new reserve discovery, a geopolitical event, or a policy announcement, traders will route to wherever they can act. The evolution of commodities is onchain." Enjoy the read. Some excerpts below, with the link to the full PDF.
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Hyperliquid Research Collective (HRC)
Hyperliquid Research Collective (HRC)@HyperliquidR·
Second one from @castle_labs x.com/HyperliquidR/s…
Hyperliquid Research Collective (HRC)@HyperliquidR

The Evolution of Commodities Report Written by @castle_labs, @francescoweb3, @noveleader We're proud to publish this extensive report from Castle Labs on HRC: a 70-page deep dive on the history of commodities and where onchain trading stands today. The report covers everything from the history of commodity infrastructure and its evolution, to the current state of onchain markets, with both qualitative and quantitative analysis. The authors also share where they think this is all heading. If you want to understand onchain commodities, this is a must read. "Onchain commodity markets didn't need the Iran strikes to exist. They were already growing. The gold rally earlier this year showed the same dynamic: spot tokenised gold volumes spiked as the price moved fast over a weekend. The strikes in Iran simply compressed the timeline, but the underlying driver is structural. Any time supply and demand information arrives outside market hours, whether a new reserve discovery, a geopolitical event, or a policy announcement, traders will route to wherever they can act. The evolution of commodities is onchain." Enjoy the read. Some excerpts below, with the link to the full PDF.

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Keşfet

@FourPillarsFP @sershokunin @web3_pastel @ArrakisFinance @tradexyz @HyperliquidX @noveleader @castle_labs