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The end of 2026 gonna be historically remembered for its wife changing money opportunities, while probably also marking the bottom of this cycle before resuming up only ( $BTC down >50% since ATH).
Deploying capital gradually through Q3/4 might be the smartest move to prepare for next cycle
Biggest cooks of 26/27 coming:
> @variational_io @extendedapp Q3/Q4.
> @Polymarket 2027?
> @HyperliquidX s3? 👀
The timing of these airdrops will unlock massive liquidity for DCAs across cryptobooks. 🎯
Hyperliquid
Withdrawing my funds from @RobinhoodCrypto × @Lighter_xyz
Team said it's okay and closed my ticket. So this is farming on another level bcs ⬇️
➡️ I traded for 3 weeks 50-150k vol and no problem, got some points
➡️ I deposit $3,000 and make 520k Volume and I am suddenly flagged
And I see dozens of other traders getting 0$ ...and here is the thing, saw some people with Premium account getting flagged too
So I guess this week points went to the Team and no-one is safe😁
I will move the Funds back to Tx_Flow and trade to push some more volume until Points launch
In case you wanna join me: app.txflow.com/r/TXABSOLUT05 / TXABSOLUT05
BrkFst.hl retweeted
🥷Unpopular take: @jumperapp XP is closer to 1$ per XP than $10
Couldnt find any realistic @jumperapp XP valuation post so I did a quick math.
Scraped the leaderboard:
• 246.7M total XP
• 2.77M wallets
• #1 = 7,813 XP
• median = 30 XP
If $JUMP ever drops, 1 XP at 20–35% airdrop:
- $250M FDV → $0.20–$0.35
- $500M FDV → $0.41–$0.71
- $750M FDV → $0.61–$1.06
- $1B FDV → $0.81–$1.42
At those numbers, 500 XP gives you:
$102–$177 at $250M
$203–$355 at $500M
$405–$710 at $1B
NFA. Do the math yourself.
Source: @grok chad
🥷Unpopular take: @jumperapp XP is closer to 1$ per XP than $10
Couldnt find any realistic @jumperapp XP valuation post so I did a quick math.
Scraped the leaderboard:
• 246.7M total XP
• 2.77M wallets
• #1 = 7,813 XP
• median = 30 XP
If $JUMP ever drops, 1 XP at 20–35% airdrop:
- $250M FDV → $0.20–$0.35
- $500M FDV → $0.41–$0.71
- $750M FDV → $0.61–$1.06
- $1B FDV → $0.81–$1.42
At those numbers, 500 XP gives you:
$102–$177 at $250M
$203–$355 at $500M
$405–$710 at $1B
NFA. Do the math yourself.
Source: @grok chad
From $45 to $1010 in 1 week ft. @variational_io
First Shorted $PONS during the @loraclexyz drama for $350 PnL.
Shorted $ZEC at 1255 with 70$ margin for a $555 PnL.
Opened a swing long arnd same bottom 1074 for another quick $100 PnL.
It ain't much but its honest work.
BrkFst.hl retweeted
1/ One of our favorite discontinued "on-chain" strategies was trading on RFQs. We were literally taking candy from babies, but the babies were other market makers.
We only discontinued because we have high ethical standards. More on that later.
Another example of why you never sell your dust.
Anyone remembers @RamsesExchange from the early hyperEVM days ?
Well they recently announced integrating onto RH chain and pumped 10x overnight.
Pretty surprised no .hl is talking abt this.
My dust turned to $150+ somehow.
Any news on this? 🥷
Show me your trades on Outcome.xyz for our deployed contract/s
Sending $100 , to 100 peeps
gOutcome.
Until we house all finance, $HYPE ain't stopping.
Hyperliquid.
Holding $HYPE this bull run gives you exposure to something that is incredibly hard for the market to price this early, because while everyone can look at what Hyperliquid has already built and put some valuation on the volume, revenue, buybacks, HIP-3,Portfolio margin, etc, almost nobody can properly price what this thing could look like two years from now if team keeps executing at the same pace and continues expanding into entirely new markets.
I was here last cycle when SOL went from $8 to nearly $300 in a little over two years, with memecoins eventually becoming one of the biggest narratives on the chain, which makes me wonder what kind of repricing $HYPE can go through if Hyperliquid actually succeeds at becoming the place where crypto, stocks, commodities and eventually almost every financial market can trade on the same infrastructure.
And that's without knowing what Jeff and the team might already be cooking behind the scenes, which is probably the biggest part of the thesis that no valuation model can account for today.
$HYPE at $82 might look expensive if you're pricing what Hyperliquid is today, but it can look completely different if you're pricing what Hyperliquid is becoming.
