TechnoRevenant

61 posts

TechnoRevenant

TechnoRevenant

@TechnoRevenant

Katılım Mayıs 2026
298 Takip Edilen3.4K Takipçiler
TechnoRevenant
TechnoRevenant@TechnoRevenant·
@BigDickBull69 >Apes dodgy immune system interventions >Claims his recently-diagnosed autoimmune disorder must stem from old junkfood habits and hypothyroidism
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Michael Saylor
Michael Saylor@saylor·
Happy ₿irthday, America. 🇺🇸
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TechnoRevenant
TechnoRevenant@TechnoRevenant·
@koolkrypto223 @gsm739 @chameleon_jeff The team could sell HYPE to indirectly divert revenue towards security, lobbying, marketing, etc. or pay people in HYPE and they could sell it themselves if they want There's no need to change the 99% buyback parameter for that
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KoolKrypto
KoolKrypto@koolkrypto223·
@gsm739 @chameleon_jeff Yep fully agreed, though I worry that it handcuffs them from making business decisions they would make otherwise
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KoolKrypto
KoolKrypto@koolkrypto223·
Interesting thought experiment, if @chameleon_jeff tweeted that $HYPE buybacks were being changed from 99% to 95%, and that 4% of revenue was going to TikTok ads and marketing campaigns (once legal in the US) to onboard more users, would you perceive that as bullish or bearish for $HYPE price? This is actually something I've changed my opinion on over time. I used to think higher % buybacks were strictly better or more "aligned", but it's more nuanced. 99%+ token buybacks probably just isn't realistic for most projects, nor is it ideal. $HYPE permanently raised the bar for what good tokenomics look like, but I don't think teams/tokens should be demonized for not living up to that pretty unattainable standard (and one that even @HyperliquidX may eventually constructively revisit). "Value accrual" back to token should be seen more holistically than just buybacks/burns. Hiring top tier talent is value accrual. Top tier talents needs to eat and get paid at least in some real dollars. OpEx and better infra is value accrual. Can't pay AWS bills in tokens (yet 👀) In $DRV's case, onboarding better market makers for better liquidity, and hopefully more trading volume, and more fees is value accrual. I think $DRV absolutely made the right decision to increase token buybacks from 25% to 35% as they grew, and it communicates to the market the continued intent to do so, but it wouldn't necessarily be bullish $DRV for them to go higher for now if that money is better put towards growth. Huge believer that balance sheets and accounting should be made visible and verifiable on chain so that tokenholders can see how revenue is being spent and to make sure it's being accretive to tokenholders. Token buyback %'s shouldn't be judged on total top line revenue, but post OpEx. There's a very fine balancing act between prioritizing future growth and current token price, as well as communicating to the market how value accrues to the token. At the end of the day we can all want totally programmatic 99%+ token buybacks, and it's been hugely successful for $HYPE and $LIT, but you're still trusting founders to maximize future token value with current revenue at the margins. Sometimes investing in future growth is better than buying back your token, and vice versa.
Kishan Shah@kishan__shah

as much as i love hyperliquid, the meme of 99% buyback and burn just kicks the can down the road on team unlocks @DeriveXYZ does 35% weekly buys on fees (73 weeks and counting on $9M). Curious to hear what @nickforster does with the 65% of fees, but I am guessing it is engineering expense to build v3 and ongoing opex Options can provide better exposure to crypto since you can't get liquidated - look at the ZEC chart in the past 5 days ethereum:0xb1d1eae60eea9525032a6dcb4c1ce336a1de71be ($110M circ MC)

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TechnoRevenant
TechnoRevenant@TechnoRevenant·
@Mnt_Brry_Crnch @Pentosh1 PUMP's revenue has been steady regardless of the overall crypto market volume. Wash revenue that doesn't create net buy pressure Whereas HYPE's revenue has been fluctuating +500% to -80% in line with overall market volume. Organic revenue that creates net buy pressure
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MintBerryCrunch
MintBerryCrunch@Mnt_Brry_Crnch·
@Pentosh1 Pump has still been generating 1m a day during this bear market and it hasn’t helped the token
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🐧
🐧@Pentosh1·
So hyperliquid:native has been doing roughly 2m per day in fees from perps, in a bear market. However there was a change this past week that I haven't really seen covered so much and thats priority fees on orders that went live this week. Priority fees already hit over 150k in a day yesterday. Its not something you or I would use but for mm's/arb I think it's fair to assume this will be a new mechanism that will likely end up burning 250k per day in hype as it scales further. Linked a tweet that explains it better below. This 250k is on top of what they are already generating and without the 500k+ a day from aqav2 which will begin later in the year. Combined = 750k+ a day of new buys, daily. In any given day, that's not a big deal. It would be like working out and expecting to see results that day. The effects are time based, you see the gains in the price appreciation over a year. Just like building muscle. Hype continues to find ways to generate more profits, that aren't all tied into crypto. For example, most these fees likely came from the tradfi side for spcx trading in terms of priority fees.
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TechnoRevenant
TechnoRevenant@TechnoRevenant·
@nzz_07 @chameleon_jeff HIP-5 proposal: 99% of revenue goes towards Indian covid relief instead of AF buybacks for the next 8-12 months
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BawdyAnarchist
BawdyAnarchist@BawdyAnarchist_·
They're about to age verify Linux users while they play Wet Ass Pussy on the radio
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TechnoRevenant
TechnoRevenant@TechnoRevenant·
According to hl_eco, the validators are decentralized across a few different companies and buildings in Tokyo. They have decentralized server admins and delegators as well. Although, decentralization is a spectrum of course. Would greater geographic and economic decentralization of the validators be more bullish for the price of HYPE? Maybe not if it would increase latency and decrease the speed with which they vote, activate network upgrades, operate oracles, and list/delist markets. Maybe not if a greater % of the total HYPE supply were decentralized in such a way that creates net sell pressure. People often think greater decentralization is bullish because BTC and ETH are #1 and #2 marketcap. However, how much of their lead is simply first mover advantage? BNB, XRP, and TRX outperformed them on many timeframes, despite having founders who probably control enough supply to dictate the validators if they really wanted. People often claim greater decentralization is bullish because it defends against overregulation. However, a higher coin price might be more effective for that. As we saw with BNB, XRP, and TRX successfully defending themselves by allocating their Number Go Up warchests.
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Maven.HL
Maven.HL@MavenHL·
CT is really dumping $HYPE bags for $SOL after this? The Phoenix push has been a complete disaster. They turned themselves into a laughing stock by constantly pushing the narrative “why Phoenix can’t compete with Hyperliquid.” While Anatoly was busy stubbornly arguing against this dumb thesis, they completely missed the moment $HYPE flipped $SOL in price. Only then did they panic and realize they needed to do something. Now my timeline is flooded with paid KOLs shilling Solana and screaming for a “revival” at every opportunity. They timed it decently – right as $HYPE dipped below $70. But let’s look at the actual picture: • HYPE/SOL relative performance chart over the past year • DATs comparison between HYPE and SOL If you’re still ignoring a fully self-sustaining asset with no VCs, a team that’s maximally aligned on unlocks, and every action focused on delivering value back to holders… you simply hate money. Big week incoming for $HYPE. Time to reload positions and push toward a new ATH. $HYPE season is far from over.
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TM@TMtheOG

solana realized they cannot fake a perp dex competitor to hyperliquid so they pay KOLs to post TA charts that make it seem like the bottom is in the ship is sinking

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TechnoRevenant
TechnoRevenant@TechnoRevenant·
@trading_axe SBF suffered one of the greatest losses of alltime and he was sentenced to 25 years and he had man boobs on top of all this If you kill yourself while SBF survives, you're a pussy
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ً
ً@trading_axe·
I've seen this screenshot floating around and I have ZERO SYMPATHY for this nigga. In fact, he's PISSING me off. You're telling me that a GROWN ASS MAN won an abundance of internet shekels and then lost it, So now he feels the need to share to the world how he's SUICIDAL as a result of that? You want me and others to show you sympathy because you HAD something that WAS NEVER REAL and THEN you LOST IT? "I HAD 50 MILLION DOLLARS IN WIFI MONEY AND NOW I DON'T! BOOHOO!" You had / have the PRIVILEGE and FREEDOM to sit behind a computer screen and CLICK BUTTONS for a living yet you have the audacity to fucking COMPLAIN? PURE BATTYMAN ANTICS. When Alexander Wice lost 1 BILLION DOLLARS in 2021 by being overleveraged, You know what he done? He said FUCK IT I'M ON ONE, no DRIZZY DRAKE. Wrote that shit off and moved on. 1 BILLION UNITED STATES DOLLARS. He knew he STILL had more than 99.9% of the world with a roof over his head, food and clean water. And this kid? Rather than acknowledging it's done and dusted, He's sitting here POINTING FINGERS and saying, "I was in the wrong chatrooms! It was other people influencing me and not my own ideas!" You absolute PUSSY. Inject some testosterone and pick yourself up or get the FUCK out of here. ~ Dr. Axius.
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