FOMOcryptowiz

197 posts

FOMOcryptowiz

FOMOcryptowiz

@woz_crypto

$Quant

Katılım Ekim 2021
68 Takip Edilen56 Takipçiler
FOMOcryptowiz retweetledi
TheTrueQuant
TheTrueQuant@TheTrueQuant·
Everyday is progress for the Jeff Yan club Hyperliquid
Yaugourt.hl@Yaugourt

Everyone is arguing about $USDH dying. They're missing the point entirely. What happened today is the single most important business move in Hyperliquid's history. Let me explain. Revenue, liquidity, politics, lobby, and what it means for the USDH vote debate. Coinbase is now the official treasury deployer of $USDC on Hyperliquid under AQAv2. Circle handles the technical side (CCTP, cross-chain infra). Both are staking hyperliquid:native. Native Markets agreed to sell the USDH brand assets to Coinbase. $USDH is sunsetting. But the mechanics it pioneered are not. They just got applied to a $4.7B asset instead of a $100M one. Let's break down why this is a win on every single front. LIQUIDITY The biggest complaint from traders and builders for months: fragmentation. $USDH had the alignment but not the liquidity. $USDC had the liquidity but not the alignment. You had to choose. That choice is gone. One stablecoin. One orderbook per pair. No split liquidity. No confusion for HIP-3 deployers picking a quote asset. No friction for new users bridging in. $4.7B in USDC on Hyperliquid, 2x year over year. That is the base generating yield now, not $100M. REVENUE Under AQAv2, the treasury deployer shares 90% of the reserve yield revenue with the protocol. Run the numbers on the current $USDC supply: $4.7B at 3.8% interest rate, 90% shared with the Assistance Fund = $160M+ per year flowing directly into HYPE buybacks. That is $440K per day. Every day. For context, USDH at peak supply was generating a fraction of this on $100M. The AQA model worked. It just needed to be applied at the right scale. POLITICS AND LOBBYING This is the angle most people are sleeping on. Coinbase is the largest publicly traded crypto company in the US. They spent over $100M on crypto lobbying and political action in the last cycle. They are the single most powerful voice for crypto regulation in Washington. The CLARITY Act markup is happening today. Coinbase has been one of its strongest advocates. Having them financially aligned with Hyperliquid, staking HYPE, operating as treasury deployer, is not just a liquidity play. It is a regulatory shield. Every conversation about "is Hyperliquid a US regulatory risk" just got a lot harder to make when Coinbase is literally staked into the network. Circle staking 500K HYPE and moving toward becoming a validator. Jeremy Allaire posting "Hyperliquid." That is institutional endorsement at the highest level. THE USDH QUESTION "Was USDH a failure?" "Was the vote theater?" "Did Native Markets just flip an asset?" No. USDH was a weapon. It was a credible threat that proved a protocol can demand yield sharing from stablecoin issuers. Before USDH, Hyperliquid had $5B+ in USDC generating $150-200M/year for Circle and Coinbase. The protocol saw none of it. USDH launched. The AQA model proved that yield can be redirected onchain, transparently, back to the protocol. It only reached $100M in supply but that was never the point. The point was forcing incumbents to the table. Basit said it best: the entire lifecycle of USDH from launch to sunset should be studied. Coinbase didn't come to Hyperliquid out of goodwill. They came because USDH proved they would lose the venue if they didn't align. "But Paxos offered better economics during the vote." Maybe on paper. But 95-100% of a stablecoin that might have also struggled to reach $100M in supply is still less revenue than 90% of $4.7B. The vote was never about picking the best yield split on a small asset. It was about creating the leverage to capture yield on the dominant one. WHAT THIS MEANS FOR BUILDERS USDC becomes the canonical quote asset for HIP-4 outcome markets. No more guessing which stablecoin to build around. Hyper Foundation is issuing grants to HIP-3 and HIP-1 deployers who integrated USDH to cover migration costs. Feeless conversions from USDH to USDC during the transition. For HIP-3 deployers running equity perps, commodity perps, outcome markets: one liquidity pool, one collateral asset, deeper books. SECOND ORDER EFFECTS Coinbase operating perps through Hyperliquid via builder codes? Not confirmed, but now structurally possible. Their existing perp product is weak. Hyperliquid's infrastructure is the best in crypto. The incentive alignment is there. Tether now has a clear path to compete. AQAv2 is an open spec. Any stablecoin issuer can stake 500K HYPE and share yield to become an aligned quote asset. Competition is good. AQAv2 becomes a blueprint for every other chain. Hyperliquid just proved that a protocol can force the largest stablecoin issuers in crypto to share revenue at the protocol level. No one has done this before. Hyperliquid.

English
2
10
16
275
High_times
High_times@Louddd_1·
QUANTIFY THE WORLD !
English
1
2
6
241
FOMOcryptowiz retweetledi
Crypto Retardio
Crypto Retardio@Crypto_Retardio·
job's not finished in fact, we're just beginning after the clarity bill passes
Crypto Retardio tweet media
English
18
21
37
367
FOMOcryptowiz retweetledi
TheTrueQuant
TheTrueQuant@TheTrueQuant·
Our merch store is live! All traders onchain or off are welcome to enjoy free shipping! With 8 months on nonstop activity, we're just getting started! Quantify the world. Onboard everyone!
English
19
25
39
1.4K
Robinhood
Robinhood@RobinhoodApp·
Who taught you about money?
English
313
22
486
44.5K
FOMOcryptowiz retweetledi
Crypto Retardio
Crypto Retardio@Crypto_Retardio·
Just bought 30 NFTs for chat members Going to buy either 20 more retardios or 20 HYPE nfts to give away to chat members..might buy another HYPURR (or 3)... Public challenge wallet with Trojan coming soon Anybody excited for the bull market?
Crypto Retardio tweet media
English
35
41
64
954
FOMOcryptowiz
FOMOcryptowiz@woz_crypto·
@SpaceX What day is $Quant scheduled to take off? 🚀🚀 Would have to be very soon, team has been cooking. Think the first stop is 100mil! CLXvUMkjMifxxmJqpQRRbfGGiSMTQn4SyrKWNgjWpump @elonmusk @TheTrueQuant
FOMOcryptowiz tweet media
English
5
5
11
61
FOMOcryptowiz retweetledi
Tyson
Tyson@TysonDreamin·
$HYPE Top 5 $QUANT Top 5 HYPERLIQUID and QUANT Synergistically moving mountains. Join the movement. CLXvUMkjMifxxmJqpQRRbfGGiSMTQn4SyrKWNgjWpump
Tyson tweet media
Indonesia
6
11
17
231
FOMOcryptowiz retweetledi
AscendedSSJ5
AscendedSSJ5@ascendedSSJ5·
$HYPE TOP 5 $QUANT TOP 5 HYPERLIQUID QUANTS understand what's about to happen. "QUANTIFY THE WORLD"
AscendedSSJ5 tweet media
English
4
11
17
100
FOMOcryptowiz retweetledi
Fakko
Fakko@fakkogoat·
hyperliquid:native TOP 5 $QUANT TOP 5 The signal was always there Hyperliquid Quant
Fakko tweet media
English
8
12
18
153
FOMOcryptowiz retweetledi
TheTrueQuant
TheTrueQuant@TheTrueQuant·
Hype top 5 global asset with an ethos to match. First it was crazy, now it's consensus. Quant top 5 memetic asset with an ethos to match. Still early enough to be called crazy. Hyperliquid
TheTrueQuant tweet media
English
7
15
26
1.1K
FOMOcryptowiz retweetledi
TheTrueQuant
TheTrueQuant@TheTrueQuant·
Quants know what happens next 🚀 Hyperliquid x Pumpfun = True Onchain Quant
English
8
14
23
261
FOMOcryptowiz
FOMOcryptowiz@woz_crypto·
Big thanks to @Crypto_Retardio for my first nft. Cousin just gave out 10k to his group in 2 days! He and his team have made me so much money but even more knowledge. Next 24months gonna be fun. BRRR 🔥
FOMOcryptowiz tweet media
English
6
12
32
340