jeffprod.XBG

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.

2012: An easy way to buy Bitcoin. 2026: All finance tools, on one single app. Today marks 14 years of Coinbase - with still so much to build.

Today we’re expanding our support for @HyperliquidX by becoming the platform’s official treasury deployer of USDC. Onchain markets operate 24/7 and require collateral that is always available, instantly transferable, and deeply liquid - USDC delivers exactly that. Alongside this, we’ve also significantly increased our position of staked HYPE.

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.

🚨 Coinbase acquiert Native Markets, le déployeur de l’USDH, et prévoit de convertir tous les USDH en USDC tout en devenant le déployeur officiel de trésorerie de l’USDC sur Hyperliquid. L’exchange annonce avoir augmenté significativement sa position de HYPE en staking.

Crypto payments are now live. Pay for any challenge in crypto and get double points. Runs until Friday’s points drop.

✊ The free world should stand with @elonmusk and X against this immoral assault by the French state. Telegram supports our brothers and sisters from X in their fight for our freedoms.

Introducing @ProprXYZ The first DeFi prop firm built on Hyperliquid, with safety, transparency and scalability as its top priorities. app.propr.xyz/r/PASTA This post is not intended to show the platform, nor explaining what a prop firm is and how it works (we'll do it in another post), the present is to showcase probably one of the best mathematical farms we've ever had. In fact, Propr is going to have a token ($PROPR). You guessed it -> POINTS The prop launched not longer than a month ago and the team said they intend to TGE the 24th of August 2026, meaning you are still early for points but with a TGE already behind the corner Their revenue - which stands already above $100k in less than a month with visible growth (started from 2-3k daily, now in the order of 7-8k daily) - is going to be used 40% for buybacks and 60% for growth of the business They are raising very little money to build a full prop firm that already prints and has hedging of their users positions, inspired by Hyperliquid, which means -> high $PROPR allocation for the community 45.5% of the total supply is going to the community and the users, including a 20% for the TGE How do you gain points? -Register here app.propr.xyz/r/PASTA (use my ref to support me) -Purchase a challenge (this is where you get the points) -Gamble if you want or try to pass it -Blow challenges -Maybe you will win one and get to the payout For every dollar you spend on challenges you get 10 points, so go crazy with challenges! Why you should farm @ProprXYZ instead of anything else? Because is the most mathematically +EV farm at the moment (even if you never pass a challenge) POINTS VALUE SHEET TIME!!!!! What we know: -20% airdrop -Seed round done at 17.5m FDV -Strategic round in progress at 30m FDV -Public sale later in Aug at 40-80m FDV What we don't know: -Total amount of points Now, applying the growth Propr had to the days remaining before TGE, we can project the total amount of points between 30 and 80 million (AI agrees with this estimate). For the sake of being conservative, we'll calculate it for 50, 80 and 100 million points FDV-wise, I'll use a large range that goes from $18m (just above seed round level) and $100 m. If we consider the private rounds are going for higher than 20m, it's easy to see $PROPR being vauled around 25-50m FDV. If we count in also the revenue (not considering growth and scaling) with a P/E of 20 -> $47.5m FDV With 50m total points and a FDV of $18m, we'd get 7 cents of dollar per point. Since for every dollar spent you get 10 points that means you get $0.70 in airdrop for every dollar spent You recover 70% of what you spent in the ABSOLUTE APOCALICTIC WORST CASE SCENARIO You get a free 2x if FDV is above $50m Due clarification: with 50m total points, it means that Propr has sold a total of $5m in challenges in just 4.5 months -> annualize that is $13.3m -> P/E of 5 is $66.6m FDV. So yeah, I'm being extremely conservative Purchasing challenges is not only buying points, because you can pass the challenge and get to the payout, turning the cost of 0.1$ per point into a negative one if you are profitable There are also weekly $HYPE airdrops for points holders and leaderboard There really is no reason to not farm it! IMHO, you shouldn't waste time. Who knows when we are going to see another mathematically superb play like this app.propr.xyz/r/PASTA

Giving away 2 free $5k challenges to 2 people who repost and engage with this post.

3 weeks in. $100,000 revenue. $2.35m run rate. Thank you to every trader who has joined us these past few weeks. The category has been broken for years. Shady execution, unfair rules, delayed payouts. We're changing things. Time to accelerate.

@louisregis Congrats Lou! Keep up the good work!

In under 3 weeks, Propr crossed $100K in revenue, zero marketing spend, no crypto payments and just google auth. The first line of code dropped in early February. We've moved fast, but never recklessly, risk-first has been the principle from day one, which is why growth has been deliberate. I've streamed the entire build live on Twitch, every weekday since February. No rest or weekends. Some people bet against us. VCs got on calls just to fish for intel, then turned around and called the numbers fake. To those people, you know who you are and fuck off. Building in the current environment is challenging. but the opportunity is too significant to ignore. Crypto infrastructure exists to make industries more transparent and efficient, and prop trading is long overdue for that transformation. The status quo is broken: firms hide pass rates, operate without accountability, and fake payouts. A large part of the problem is structural. The plumbing is broken. The next generation of capital allocation cannot be built on opacity. We're already onboarding some of the largest prop firms onto our technology, and I'm confident Propr will become the single largest volume driver to Perp DEXs. I’ll prove it to you. stfu and just ship

⭐️⭐️ AIRDROP @ProprXYZ 🪂 – Une prop firm on-chain construite sur Hyperliquid – Jusqu’à 100k$ de capital financé pour trader – Projet développé par XBorg et soutenu par SwissBorg ⚠️ Clairement un airdrop plus orienté traders : drawdown, objectifs de perf, gestion du risque… il faut déjà avoir quelques bases. 📲 Toutes les étapes pour FARMER sont déjà dans notre application (lien en BIO). 👇

The best airdrop opportunity rn is? @ProprXYZ points. Here's the alpha: 1. Propr buys $HYPE with 10% of its weekly revenue and will drop it to the top 100 points holders. The pot is currently $7.5k, and revenues are growing every day. Meaning more and more $HYPE to be bought and distributed. The first drop is happening in a few weeks, so there's still plenty of time. I estimate around $40-50k for the first drop. That's $400-500 pp, assuming equal distribution. 2. Propr points determine your $PROPR airdrop at TGE in August. The more points you get, the bigger your drop will be. Earlier weeks drop more points, and the team has a history of being generous with airdrops. Propr is in the middle of a private VC raise too, always best to get in before these are announced. 3. It's underfarmed af. Only 274 users have bought a challenge so far. The two main ways to earn points are from being a paid user or referring paid users. Low participation means more for everyone. Over 40 have joined in the last 24 hours, so people are starting to notice. Clock is ticking. 4. You can actually make a ton of money. Unlike doing tons of meaningless volume on perp dexes and paying fees, if you pass a challenge on Propr, you get to trade with its capital ($5k-$100k) and keep 80% of the profit. A $60 challenge fee leads to a $5,000 funded account if you pass. If you don't, you still earn points + $HYPE. Disclosure: I am biased, but I also have insider info. If you liked this, drop a like, comment and bookmark. Also, feel free to reach out if you have any questions, dms open.

Prop firms are gaining traction on Hyperliquid @ProprXYZ is the first one - get in early • first fully on-chain prop firm • points program with fixed TGE on August 24 + 20% allocated to airdrop • points getting harder to farm every week • I give 5% cashback on every challenge if you use my ref • 10-15% discount on your first challenge - DM • built by @XBorgHQ team + backed by @swissborg • free trial challenge how to get started: >register (no wallet connection needed) app.propr.xyz/r/BRANXI >choose your challenge size (5k-50k, from $60) >trade and hit the profit target - 10% >get funded account + keep 80% profits in USDC >earn 10 points per $ spent on challenges card payments now, crypto coming next week

OTHERS and BTC.D are now available to trade on Propr. As the Hyperliquid asset universe grows through HIP-3 (s.o @tradeparagon), so does ours. Get funded up to $100,000 to trade in the house of all finance.

Payouts are live on Propr. On-demand and settled in USDC onchain. Available on funded accounts only.