Mogie

Hyperliquid is being shilled at the World Economic Forum prolly nothing

@pbr713 @Rekt_Zerker Love it…but the tagline being me selling the pico bottom on my perps long is an insane dunk bahahaha

Shout out to @Rekt_Zerker for building this great community tool! @mogie__ our soothing voices on demand hypefm.xyz/index.html

This is an incredible site…calling it just a dashboard is an understatement. Being an analytics maxi myself, I have deep respect for something as well designed and comprehensive as this. No idea who’s behind it, but major props. My new daily driver.

@Rekt_Zerker @pbr713 the year is 2032, and Pbr and Mogie are still shooting the shit on Hypurr Hour with 3 listeners and someone randomly coming onstage to ask about Katana 🤣

added hypurr hour conversations to hypefm.xyz thanks to @pbr713 & @mogie__ for the chillest spaces on Hyperliquid

simulation is leaking market alpha

seems like it may be a good time to share the diamond handed community list x.com/i/lists/186316…

@defi_monk 3>35>9>59>21>60+ doses keep us young tho

This is somewhat true but people who have not held a highly concentrated position of $HYPE through two 60-80% drawdowns don’t know how hard it is lmao

Fair take, and an unfortunate consequence of disruption of incumbents However, each day/week/month that passes with HL ecosystem gaining large stakeholders with vast resources (CB, Circle, PURR, ETFs), it’s defenses harden and the competitive attack surface continues to shrink

every day US markets are closed, another Hyperliquid believer gets it wings

@HighCoinviction @based16z

$100 HYPE by end of month.

@jords tbf $9k of that is due to slippage so he’s only down like $300

man

@based16z @Shuri2060_defi Elite.

Quick update on HYPE: We were initially positioned to reload sub-$17 to get ready for next cycle. But the framework has now materially changed. From a game theory perspective, the magnitude of the upside deviation should ultimately be mirrored by the magnitude of the downside reversion. In other words, the more reflexive and overextended the move becomes on the way up, the higher the probability of a violent overshoot to the downside. Our base case now is that HYPE cannot just revisit the $17-20 range anymore at this stage sadly, it will ultimately overextend well below $10 before establishing a true long-term cycle low. More importantly, the entire structure has now shifted. The $17-20 region is no longer looking like the optimal reload zone for the next expansion phase. Instead, there’s an increasing probability that this range ultimately becomes the distribution ceiling of the next cycle itself. We’ve seen this exact reflexive pattern play out before, EOS during the post-2018 unwind, LINK after its macro euphoric expansion. What once looked like “value accumulation” eventually became lower-high exit liquidity in the following cycle. Very interesting. So essentially, remove your HYPE orders around $17. That level is too obvious now after the expansion, which means you will get front-run by the market before any meaningful reversal materializes. We will keep you posted once HYPE forms a new bottom sub $10 (probably around $7-8) We will find the bottom together, and there should be a nice long to do, until the relief back to $17-20. Not guaranted that HYPE bounces back to $20, but highly highly likely This sould be an easy 2-2.5x at least And with leverage, we could probably pull a 10x Please be patient, we will revert in a few months For now, short only

NEW: @Grayscale submits another Hyperliquid ETF filing! This one is amendment #3. Ticker will be $GHYP when it launches. Have to assume we are getting closer to a launch where we'll have three hyperliquid:native ETFs on U.S. exchanges

Prev ATH buy pressure: $1-2m a day from AF New ATH buy pressure : $1-2m a day from AF ~$3m per day from Purr ~$7m a day from ETFs ~$400k a day from AQA Not sure what call sellers seeing that I’m missing. Pretty thin asset still

Coming soon: $KNTQ @kinetiq_xyz is the leading liquid staking protocol on Hyperliquid and powers @Markets_xyz 24/7 RWA perps trading. Their robust liquid staking suite gives users ultimate composability and liquidity within DeFi. Get ready → kraken.com/sign-up

@jt_developer @KyleSamani do you accept DAT warrants?

hey, could anyone help me get in touch with @KyleSamani? Trying to get paid out here

The $HYPE ETFs brought in another $16.1M of net inflows today Many funds still can't even deploy the size they want. Often times larger funds have restrictions on min AUM for an ETF they can buy, or, can only be a max X% of an ETF's AUM. Both of these restrictions should unlock as the ETFs scale in size Grayscale has also yet to launch and likely comes out of the gates with decent AUM from in-kind contributions Hyperliquid

@JSeyff @based16z

Hyperliquid ETFs continue their ascent upwards with volume and inflows. Total inflows across the two since launch is ~$53 million through yesterday. Will get flow numbers from today some time tonight.

The HYPE brothers continue to bid

the hype trade right now is basically like the btc trade after ETF approval except magnitudes size difference. why are you fading ETF flows into such a small asset that are buying 0.2%+ of circulating supply a day

thank you community hyperliquid