@BlockChainGod_1 Remove the authorized non-outstanding tokens, for HYPE it means removing the >40% of total supply allocated to Future Emissions & Community Rewards
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Jon Charbonneau 🇺🇸
11.4K posts
Jon Charbonneau 🇺🇸
@jon_charb
Co-Founder & General Partner @dba_xyz
Katılım Ocak 2022
479 Takip Edilen27.9K Takipçiler
@jon_charb Can you define adjusted MCAP? Like what do you adjust for, with an asset like HYPE
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@ishaan0x @TheiaResearch simple FDV across protocols is often very misleading bc of these varying fake community/treasury buckets
should be removed here its nonexistent and if used would be value accretive in expectation
you add in all the team tokens because you know theyre going out/when/why
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@jon_charb appreciate the response, I especially like @TheiaResearch's post on estimating the % of issued tokens to include in adj. market cap, though this leads to subjectivity
given lack of investor protections in tokens, I still prefer FDV over adj mcap for this but understand your view
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Kalshi just raised >$1bn @$22bn
HYPE is nearly identical (adjusted MCAP is ~$22.4bn)
Which would you rather own here (inclusive of liquidity consideration)
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Anyone making anti-AI + anti-robotics their political identity is going to age terribly
Just imagine how people are going to look back at this in a decade
Bernie Sanders@BernieSanders
Jeff Bezos, worth $234 billion, plans to replace 600,000 Amazon workers with robots. Now, he wants to spend $100 billion to fully automate not just his warehouses, but factories in the U.S & other countries. Oligarchs are waging all out war against workers. FIGHT BACK.
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@ishaan0x circulating MCAP (~$9bn) is a poor representation
the FDV (~$38bn) is equally fake and misleading
the adjusted MCAP (~$22bn) i provided is the correct representation
x.com/jon_charb/stat…
Jon Charbonneau 🇺🇸@jon_charb
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@jon_charb why are you comparing Hyperliquid by market cap instead of fdv? seems a poor representation and can only hurt your retail followers
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encapsulation of the left in 2026:
> call every moderate and conservative a Nazi
> elect antisemitic terrorist supporters
Jon Levine@LevineJonathan
NEW from me Rama Duwaji — the wife of NYC Mayor Zohran Mamdani— shared several posts glorifying Palestinian terrorism on old social media accounts that remain active. Duwaji also used the N-word. freebeacon.com/democrats/zohr…
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Jon Charbonneau 🇺🇸 retweetledi
This is kind of a big deal. SPX officially trading 24/7 on hyperliquid. Markets are evolving.
trade.xyz@tradexyz
S&P Dow Jones Indices and trade[XYZ] have joined forces to launch the first official S&P 500 perpetual contract, available exclusively on Hyperliquid. For 69 years, the S&P 500 has been a defining reference point for global finance. Until now, access to that benchmark has been shaped by market hours, intermediaries, and geography. Today, that changes. The S&P 500 perp is now available 24/7/365, anchored by the official index data required for deep liquidity and institutional confidence at scale. SPDJI helped define modern indexing. They are stewards of an iconic benchmark, the standard against which portfolios across the globe are measured. We are honored to bring that legacy on-chain. Trade[XYZ] is bringing the world's most iconic assets towards a future of global, continuous markets — a future powered by Hyperliquid.
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Jon Charbonneau 🇺🇸 retweetledi
Huge congratulations to TradeXYZ and S&P for this historic partnership. I'm honored that these teams choose to build on Hyperliquid.
Seeing official S&P500 perpetual futures launch exclusively on Hyperliquid is a validation of everyone's past years of hard work: global access to decentralized finance, perpetual futures as 24/7 price discovery, and Hyperliquid upgrading the existing financial stack to house all of finance.
The S&P500 is synonymous with "the market," a single number that captures the essence of the largest economy in the world. Looking forward to tracking the world's most important financial gauge 24/7 on the most liquid permissionless markets.
trade.xyz@tradexyz
S&P Dow Jones Indices and trade[XYZ] have joined forces to launch the first official S&P 500 perpetual contract, available exclusively on Hyperliquid. For 69 years, the S&P 500 has been a defining reference point for global finance. Until now, access to that benchmark has been shaped by market hours, intermediaries, and geography. Today, that changes. The S&P 500 perp is now available 24/7/365, anchored by the official index data required for deep liquidity and institutional confidence at scale. SPDJI helped define modern indexing. They are stewards of an iconic benchmark, the standard against which portfolios across the globe are measured. We are honored to bring that legacy on-chain. Trade[XYZ] is bringing the world's most iconic assets towards a future of global, continuous markets — a future powered by Hyperliquid.
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Feels like there's a major headline about Hyperliquid revolutionizing TradFi every day now
Get used to it
Hyperliquid
WSJ Markets@WSJmarkets
The owner of the S&P 500 index is licensing the world’s most tracked stock index for the launch of a derivative contract that trades around the clock on the crypto exchange Hyperliquid on.wsj.com/4bezxK0
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Crypto people are truly unmatched in consistently disproving “all publicity is good publicity”
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ngl I totally forgot opensea existed the past few years until today
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The upcoming @P2Pdotme ICO on @MetaDAOProject is a glimpse into the future of ICM
A common concern around MetaDAO ICOs to date has been adverse selection - the belief that teams would only raise there if they couldn't get traditional VC funding
We can end that debate now
shayon@shayonsengupta
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Jon Charbonneau 🇺🇸 retweetledi
Still can't get over this.
Felipe Montealegre@TheiaResearch
Okay so Ranger ICO - Launched at $0.800 - Revenue went to 0 immediately post launch - Ongoing disputes about who said what etc. but ICO investors who held ACTUALLY MADE MONEY (2.8% while entire market dropped 30%) Tokenholders Rights powered by MetaDAO
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At this point we should just do UBI and cut all government support services
You could give these people a check for a small fraction of this and we’d all be better off
Charlie Smirkley@charliesmirkley
NYC spends more per homeless person than the median NYC household earns. $81,705 per person in FY2025. And $81,705 is a floor. It excludes supportive housing (~$500M/yr), mental health response teams, and NYPD encampment costs. The city projects ~$97K per person in FY2026.
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This was never about “making the billionaires pay their fair share”
The mask is off
They want everything you own, even if you’re just a middle class family who worked hard for years to pay off your mortgage and save some money so you could help your kids
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Driving these people out isn’t an unintended consequence anymore
Driving out people with money & Western Judeo-Christian values is the goal, alongside importing people without them
He’s very clearly a communist who wants everyone to be controlled by & reliant on the government
Tweets from Zach Weinberg@zachweinberg
All this does is push rich old people to move outside of NY as they get older, so we lose their tax revenue completely. Does anyone think through basic incentives?
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Two of my biggest takeaways from watching AI’s evolution:
1. Human brains do a lot more amazing stuff than most of us realized
2. We know shockingly little about how they do it
Pretty cool
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Jon Charbonneau 🇺🇸 retweetledi
Oil has become the momentum trade of choice on Hyperliquid, the crypto exchange fast emerging as a round-the-clock venue for leveraged commodity bets. bloomberg.com/news/articles/…
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