VanessaCao

@BroLeon 太幼稚了 那上个月白银砸盘怎么算？

就在刚刚，币安官方发了一个重要文章，剑头直指最近锋芒毕露的“主动做市商”。 文中不光大篇幅定义了什么是做市商（MM），正常的做市范围，还专门点出了哪些行为是不被允许的。 比如我红框的： 项目方不许大规模砸盘，不许与第三方协同操纵价格和流动性，不许搞利润分成和保本收益模式，代币借贷协议需明确代币用途等。 虽然没有提主动MM，但句句都在说当前的一些代币操盘手法😂😂😂 最后还让大家举报，并说要搞做市商黑名单，看起来是真怒了。 估计还是过去这段时间 $Siren 太扎眼了吧，CEX坐不住了。不过如果代币连波动都没了，可能币圈活人就更少了，哎，两难。 原文传送门： binance.com/zh-CN/blog/all…

@YashasEdu @HyperliquidX thanks for sharing!

Most crypto teams raise $100M and ship a poor mainnet. @HyperliquidX raised $0 and shipped $4T+ 50+ things that make Hyperliquid an OG 👇 — ORIGIN — 1. Zero VC money, self-funded from day one 2. Team of 11 people 3. Founded by an ex-Hudson River Trading quant who ran one of crypto's biggest market making firms before building the exchange 4. Founding philosophy: VCs owning a large stake in a decentralized network would be a scar on the network 5. Mainnet launched December 2023. Hit $1B daily volume within 100 days — SCALE — 6. $4.17T cumulative perp volume 7. Processed ~$2.6T in 2025 vs Coinbase's ~$1.4T 8. Only DEX in the global top 10 exchanges by volume 9. Over 50% of the entire decentralized derivatives market. DeFi perps went from 2% to 10%+ of total perp volume (Hyperliquid drove most of that) 10. 1.4M total users 11. Total revenue generated: $849.52M. Annualised revenue: $849.52M as of March 2026 12. P/E ratio 13x on mcap basis. Ethereum trades at 1,747x. HYPE earns 4.9x more in annualized holder revenue than ETH does — TECH — 13. Custom L1 from scratch with sub-200ms finality, one-block settlement, 200,000 orders per second 14. Fully onchain CLOB with the same matching logic as NYSE and NASDAQ + gas-free trading on every order, cancel and modification 15. BTC spread ~$1 vs Binance ~$5.50 16. BTC order book depth: 140 BTC vs Binance's 80 BTC 17. Slippage on a $1M BTC order: 0.008% vs Binance 0.02% 18. Lowest slippage for large BTC perp trades from $100K to $10M across all exchanges, centralized or decentralized 19. Hyperliquid's volume-to-OI ratio the lowest among major perpDEXs meaning more real trading than any competitor — TOKENOMICS — 20. 31% of token supply airdropped to 94,000 users with no private sale 21. ~70% of total supply allocated to community vs industry standard 15-20% 22. HYPE opened at $2 post-airdrop and hit $59.30 ATH 23. 97% of protocol fees go straight to buyback and burn via the Assistance Fund 24. Assistance Fund cumulative buybacks surpassed $1.3B. 4.17% of total supply permanently destroyed 25. March 6 token unlock released $316M in HYPE. Price rallied 5% after. Buyback engine ate the sell pressure 26. Burn rate exceeds team distributions by over 10x 27. Team distributed only 1.7% of their projected March 2026 token unlock — PRODUCT — 28. Daily OI peaked at ~$15B (July 2025), more than every other perpDEX combined. Now daily OI is sitting at $6.7B 29. HIP-1: permissionless token launches via Dutch auction 30. HIP-2: protocol-level liquidity from block one, 0.3% spread guaranteed every 3 seconds 31. HIP-3: permissionless perp deployment for any asset class 32. HIP-3 OI hit $1.7B which is a +100x increase in 6 months. Also crossed $124B+ volume 33. HIP-4: prediction markets with oracle-free price discovery, currently on testnet 34. HIP-6 proposed permissionless onchain token launches via Continuous Clearing Auctions which will be their answer to Solana and Base launchpads — RWA x TRADFI CROSSOVER — 35. @tradexyz_ handles 90% of HIP-3 activity. $100B+ cumulative volume since October. Only 7 of the top 30 markets are crypto pairs. The rest are equities, commodities, indices. 36. NVDA, TSLA, AAPL, gold, oil, S&P 500 perps trading 24/7 on a DEX 37. S&P Dow Jones Indices officially licensed the S&P 500 to TradeXYZ which is the first and only officially licensed S&P 500 perpetual contract ever created (hit $100M OI on day one) 38. WTI crude perps did $5B+ in 72H during the weekend Iran escalation while traditional markets were closed 39. Brent oil OI on HIP-3 went from $2.4M to $78.6M in 10 days — ECOSYSTEM — 40. Hypurr NFT floor hit ~$81K in a week with zero mint fee 41. Circle deployed native USDC and became a HYPE holder 42. Tether deployed USDT0 natively, Ethena integrated USDe as collateral 43. Bybit launched Byreal Perps on top of Hyperliquid's order book 44. ~40% of daily active users trade through third-party frontends like Phantom, MetaMask, Rabby 45. Phantom alone earned $17.9M in builder fees — INSTITUTIONAL — 46. Two NASDAQ-listed companies run HYPE treasury strategies. Hyperliquid Strategies Inc. alone accumulated 17.6M HYPE tokens 47. Ripple Prime integrated for institutional settlement 48. Grayscale filed S-1 for HYPE ETF, Bitwise and 21Shares also filed. Coinbase named as custodian. Bitwise amended its filing to include staking — RESILIENCE — 49. Survived JELLYJELLY, ETH whale and POPCAT attacks and upgraded infra after each one — MARKET PERFORMANCE — 50. HYPE entered the top 15 by market cap 51. Up ~50% YTD while BTC is down 21% 52. @CryptoHayes re-entered his HYPE position after selling at $50-55. Price target: $150 by August 2026 based on $1.4B annualized revenue at 30x P/E No other protocol in crypto has this combination of revenue, tech, distribution, institutional validation and zero VC baggage. Hyperliquid. h/t to @asxn_r for the data

@0XTiger666 边上是东叔吗

看看你入行几年了，你能认出来几个人&低头的是谁🤨

刚看了领英就业市场报告，AI创造了新的就业岗位，比旧的岗位的岗位需求增加了10倍。 目前大部分的新岗位具备需要AI使用技能，但全市场只有5% 的人可以熟练使用AI。 那5% 熟练使用AI的人应该不需要再找工作，因为遍地黄金，捡都捡不过来了。 最后，人类比的是学习AI新技能的速度是不是能打败余下的95%。 VC 应该现在也很焦虑，因为像minimax的公司，只要最顶级的VC 投资者。

@BTCdayu 👀 4年周期表就能知道 ，但最难的是1.6万能不能看到12万 还得等QE

当年6.9万的时候，什么人会想到后来能跌到1.6万？

@Havochl_ I believe that most long-term holders are professional investors who have more comprehensive research data and analytical methods to judge trends.

@vc_btxcap True, but if large holders were aggressively selling, we wouldnt be holding these levels, most traders simply got sidelined on this chart

$HYPE Structure still looks very strong, we had a rejection at $42-43, a strong reaction at $38.5 & no acceptance below. We didn’t even get the $36 I was looking for, many were calling for $30-34 This means we dont need a full reset, that’s strength. Key levels now: ➤ hold $40 - continuation ➤ lose $38.5 - $36 still in play The idea of each impulse getting stronger, in play if $38.5 was the bottom. Are you ready for $HYPE at $57-60?

@Havochl_ As long as the selling pressure isn't too high, the target price is relatively easy to achieve. The biggest concern now is the selling pressure generated by large holders previously, which is difficult to predict.

@vc_btxcap Call it sentiment if you want, but thats how growth assets are priced forward, not on trailing revenue.

@Havochl_ Yes, so what matters more is the premium the market gives, or rather, the sentiment premium.

@vc_btxcap Its not about revenue being down, its about how the market is repricing current revenue. $HYPE was simply underpriced before.

@Havochl_ Check this:

@vc_btxcap would love to hear your thoughts Vanessa 🙏

@0XTiger666 一姐名言

@0XTiger666 靠脸吃饭要饿死的 🤣

当年老板们都好青涩，胶原蛋白满满，那时候还没有币安吧😆

想运营好X，看 @matt_gray_ 想学seo ，看 @JulianGoldieSEO 想学一人公司，看 @thejustinwelsh 想研究youtube算法与增长，看 @PaddyG96 想了解AI工具与前沿资讯，看@rowancheung 想学个人IP与内容变现，看 @thedankoe 想学DTC品牌与电商营销，看 @mrsharma 想学无代码与自动化工作流，看 @bentossell 想学数字写作与受众增长，看 @dickiebush 想学AI视觉与图像生成，看 @LinusEkenstam 想学知识管理与生产力系统，看 @fortelabs 想学邮件营销与私域转化，看 @ecomchasedimond 想学实用UI/UX设计，看 @steveschoger 想了解斯多葛哲学与心智成长，看 @RyanHoliday 想学出海运营，看@aronhoyu （夹带私货，差评）

@taylormareeself @0xCryptoSam @poopmandefi Thank you!

@vc_btxcap @0xCryptoSam @poopmandefi AI research agents can be useful for analyzing trends and predicting market movements in crypto. They can process vast amounts of data quickly. If you're into building an audience on X, try SocialBoner. It helps with consistent, engaging posts using AI.

Unfortunately, my team got cut in the layoffs. A disappointing outcome to an otherwise fantastic experience. I’m very grateful to have been a Messari Research Analyst. What I can confidently say is that quality thought-leadership is presently the most undervalued resource in crypto. The mediocrity of AI-driven writing and reasoning has convinced many that it is a suitable replacement for a research analyst. I promise you - it isn’t. Frontier technologies today (crypto, AI, robotics, quantum) are hyper-ideological and incredibly contentious. We’re entering a new era that demands human judgement and debate. LLMs will tell you what’s consensus. Ask any LLM today if an intelligent person should pivot from crypto to AI; they all say yes. We need thought-leaders willing to play 4D chess in public and get a couple moves wrong before they win the match. Humanity is incredibly undervalued in the 21st century. Lastly, the talent density at Messari was unlike anything I’ve ever seen. Any crypto companies hiring should reach out to myself, Diran, or any of the Messari folks directly to get in contact if you’re looking to hire.

@xiejiayinBitget 交易前认真向大客户申报，交易后无理由冻结客户资金。这样的交易所谁敢使用？

现在能了🔥15只 #美股代币 支持充值与提币！ 科技巨头：TSLAon 特斯拉、NVDAon 英伟达、AAPLon 苹果、MSFTon 微软、AMZNon 亚马逊、METAon、AMDon超微半导体 主流指数：SPYon 标准普尔500、IVVon 核心标普500、QQQon 纳斯达克100、IWMon 罗素2000、ITOTon 核心美国全股市 贵金属：IAUon 黄金信托、SLVon 白银信托

@BTCdayu 很棒的分享！

细思极恐的是， $crcl 这样好的股票，竟然也能再给一次开盘价的机会？ 心路历程回顾下来，其实赚钱真不容易： 1、在60多建仓，连写9篇文章，对这个标的我自己觉得没有什么不懂或需要再了解的地方了 2、60涨到90，开始回调，我是一路买上去的，均价在72，一路跌到75时，因为仓位极大，按照币圈风格减仓到舒服的可以长拿的仓位。 3、在下跌中，60以下时开始再买回来——此时恐惧情绪仍然很重，市场全是骂声和嘲讽，午饭成为嘲笑的焦点，此时有多篇关于为什么不看好CRCL等文章开始出现。 我买入时，因为有理解，觉得好吧，你们说得也有可能是对的，确实有可能跌到30，但段神重仓苹果跌50%这件事一直在我心上，所以我对自己的风险管控很宽容，跌50%就跌50%吧，我买。 其实我同时期66000决定买完比特币仓位也是这个想法——你们都说会到3万，3万就3万吧，我先买，笨人笨办法。 上述历程其实我在HYPE上经历过一次，我非常看好HYPE，20多重仓，涨到快40，又跌回来，原价附近减仓，后来在13的时候 ，市场也很悲观，也觉得5大有机会，但我想差不多就行了，也买回来了 但和HYPE一样的悲剧的是剧本——一模一样的剧本是，无论是HYPE还是CRCL，我重新买回的仓位都不如之前的大了，虽然也不算小，但是如果算绝对值，拿着不动赚最多。 但是我觉得几个方面看： 一是我的认知其实就只能拿这么多，再多，对我来说就是赌命了，如果要赌命，早晚有一次会亏。 二是我目前对自己这种坚决不亏损本金的打法运用熟练度最高，所以下车滑溜，上车也很坚决——很难被真正的甩下车。 总体来说，不完美，但也学会知足吧。

2026 Q1 2个持仓翻倍 HYPE - 20-> 40 CRCL - 50 -> 120 讨厌空头 还是做多头有安全感