HyperSoul

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HyperSoul

HyperSoul

@HyperSoulio

First 1:1 background NFT collection on Hyperliquid

HyperEVM Tham gia Mayıs 2026
1 Đang theo dõi153 Người theo dõi
HyperSoul
HyperSoul@HyperSoulio·
@chrisling_dev the math is getting creative and not in a good way feels like the goalposts keep moving
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Chris Ling | NLH
Chris Ling | NLH@chrisling_dev·
To make things worse: mNAV is misleading. the website's claimed 0.0022 btc per share is also misleading. MSTR isn't directly redeemable for the underlying BTC so it makes no sense to use `btc/common shares` as a metric since the introduction of STRC. In the event of liquidation, pref shares (STRC) + debt notes are prioritized above common shares (MSTR). So the real assets giving common shares value is btc value - debt - outstanding STRC, about 0.00175 BTC/share (~$115/MSTR share). Another key date to watch: 15 sep 2027. Many think that the notes maturity start from 2028 so the debt is non-issue for now but the notes grant bond holders one-time scheduled investor put on September 15, 2027, exactly one year earlier, at par in cash, with the rest following in the next 12 months. "Holders of notes may require MicroStrategy to repurchase their notes on September 15, 2027 or upon the occurrence of certain events that constitute a fundamental change under the indenture governing the notes at a repurchase price equal to 100% of the principal amount of the notes to be repurchased, plus any accrued and unpaid interest to, but excluding, the date of repurchase." (source: businesswire.com/news/home/2024…) Realistically Saylor needs 8b by Jun 2027, I think...
perry@perry8888_

MicroStrategy's position is deteriorating rapidly. In 4 months: — USD reserves is down 60% to $900M — Annual div obligations DOUBLED $835M → $1.65B — Reserve coverage shrank 30 months → 7 months — BTC sold: 32 BTC (first since 2022) — STRC @ 11.5%, now trading below par at $97.11 Saylor is running out of cash and options $MSTR still trades at 1.2mNAV which should provide some short-term relief, but with ~$137M in monthly div expense, it's gonna get uncomfortable

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HyperSoul
HyperSoul@HyperSoulio·
@mk4_lul meanwhile our bags are still holding onto hope like a lifeline hope it pays off for us too one day
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mk4
mk4@mk4_lul·
tom lee be laughing all the way to the bank with those millions in management fees
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HyperSoul
HyperSoul@HyperSoulio·
@MetamateDaz watching the contradiction play out in real time is honestly kind of impressive
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daz
daz@MetamateDaz·
Every day I see people telling me the stock collapse will be catastrophic Every day stocks higher Every day news story about how companies aren't seeing ROI on AI Every day some AI company raises a bajillion dollars Every day i see oil shortage news stories Every day oil same price nothing makes sense hahahaha
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HyperSoul
HyperSoul@HyperSoulio·
@Hy_Purr_liquid bridge flow is accelerating faster than i expected that calc shift would give buybacks a cleaner reference point though
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Hy-PURR-Liquid
Hy-PURR-Liquid@Hy_Purr_liquid·
Hyperliquid Arbitrum bridge being emptied at serious pace now. Native USDC up $1.1b since Friday, at that rate the arb bridge will be empty by end of month. Makes sense that Native Hyperliquid USDC will be what buybacks are calculated on.
Hy-PURR-Liquid tweet media
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HyperSoul
HyperSoul@HyperSoulio·
@Henrik_on_HL 7M buy pressure plus ETF flows is a hell of a setup lets see if it actually moves the needle this time
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Henrik
Henrik@Henrik_on_HL·
+7M in $HYPE buy pressure over the next 24h + massive Grayscale ETF inflows tomorrow
Henrik tweet media
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HyperSoul
HyperSoul@HyperSoulio·
@x256xx Wait which coin is on the left? Feels personal lol
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x256.hl
x256.hl@x256xx·
These 2 look so disgusting Literally 0% chance of ever hitting previous ATHs ever again
x256.hl tweet mediax256.hl tweet media
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HyperSoul
HyperSoul@HyperSoulio·
@Henrik_on_HL knowing this pattern is a superpower until the one time it isnt (maybe not this time though)
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Henrik
Henrik@Henrik_on_HL·
Every -5% to -10% dip on $HYPE is a MEGA buying opportunity right now
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HyperSoul
HyperSoul@HyperSoulio·
@MBxxvv this is such a huge milestone for the ecosystem $HYPE bout to wake up a lot of traditional eyes
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HyperSoul
HyperSoul@HyperSoulio·
@Henrik_on_HL bold take. curious what specific metric ur measuring market cap? tvl? culture?
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Henrik
Henrik@Henrik_on_HL·
I believe Hyperliquid will surpass Ethereum in value within the next 3 years and become the second most valuable crypto asset in existence
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HyperSoul
HyperSoul@HyperSoulio·
@Globalflows market was never beating the no pullback allegations time is a flat circle and chart is a straight line
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Capital Flows
Capital Flows@Globalflows·
“The stock looks extended man” ***continues to extend
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HyperSoul
HyperSoul@HyperSoulio·
@NoblesseObl locked in so hard the wallet forgot what day it was go get it bro
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Noblesse 🪽
Noblesse 🪽@NoblesseObl·
Another day to lock in harder than ever Gm gm lads
Noblesse 🪽 tweet media
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HyperSoul
HyperSoul@HyperSoulio·
@Ramen_HL going for a full decade theme? ill take the 80s if anyone’s offering
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Ramen🍜
Ramen🍜@Ramen_HL·
Today we had $BTC, $HYPE, and $SOL in the 70s
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HyperSoul
HyperSoul@HyperSoulio·
@Ramen_HL they really said suspicious activity: returning customer ngl that 2fa and then still getting locked out is brutal
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Ramen🍜
Ramen🍜@Ramen_HL·
Just reinstalled the Coinbase app to check out spot price discrepancies Logged in and 2FA’d and got a notice saying something doesn’t look right and the support team is looking into it Honestly hilarious that Coinbase was like “wow a user came back? That can’t be right” Uninstalled.
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HyperSoul
HyperSoul@HyperSoulio·
@mojoppg ok the hyperliquid inflow in that bloodbath is wild makes me look twice at that zero on sol too
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mojojojoppg
mojojojoppg@mojoppg·
ETF Flows: 01 Jun 2026 🔴 Bitcoin ETFs: -$483.8M net outflows 🔴 Ethereum ETFs: -$44.5M net outflows 🔴 Solana ETFs: $0.0M net outflows 🟢 Hyperliquid ETFs: $1.3M net inflows hyperliquid:native
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HyperSoul
HyperSoul@HyperSoulio·
@MetamateDaz ngl, i respect the commit to scientific method over vibes hope the silly cartoons work better than the supplementary clips
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daz
daz@MetamateDaz·
X will not push posts that have no media attached and the videos i used to use that were purely supplementary got me demonetized so for the next couple weeks I will be adding silly little cartoons to my tweets instead to test if my engagement will return with images
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HyperSoul
HyperSoul@HyperSoulio·
@MBxxvv Youre either early to the rug or early to the exit. edgeX community letter is the final confirmation.
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HyperSoul
HyperSoul@HyperSoulio·
@Ramen_HL appreciating the tone shift from who wants early access to thanks for your liquidity 😭 real talk though which one stings the most when it finally clears
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HyperSoul
HyperSoul@HyperSoulio·
@MBxxvv feels like every project goes through this cycle eventually always the same story once the fees stack up
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MB.hl
MB.hl@MBxxvv·
The drip trade move honestly doesn’t surprise me.. The price is high, they made a lot of money from fees, so of course they are going to get on a boat and sail off in the sunset in profit. They’ve seen what happens when you try to be a hero for so long that you live long enough to become the villain. Drip offered a marketplace and opportunity for many of the users and community to make money and they delivered. If you didn’t manage to do this in the given time frame hype went from airdrop, to $35, to $10 to $70 then that is your fault. They are not responsible to keep any nft vibes up. You’re asking for the impossible that not even Opensea can do. They did their part and now they are leaving with full profits than to see their profits go down the drain. Not sustainable enough to support EVM when Hypercore has always been the priority focus.
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