in the arena trying things running it up again John 14:6
Joined May 2023
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- Following1.3K
- Followers1.8K
- Likes225K
α1 ✞ retweeted
Payward 🤝 @HyperliquidX
We're building permissioned Hyperliquid HIP-3* markets for US clients.
α1 ✞ retweeted
> be $ABCL investor
> buy at $3.52
> tell friends
> they laugh
> "bro it's a dead COVID stock"
> "down 94% from ATH"
> "21% short interest, market knows something"
> say nothing
> check the balance sheet
> $700M cash on $1.1B marketcap
> market literally paying $400M for the platform
> 104 partner programs
> 19 molecules in clinic
> Lilly, AbbVie, Biogen all on the cap table
> say nothing
> FDA kills 6-month primate tox studies
> saves $5-10 M per program
> multiply by 104
> nobody on CNBC mentions it
> say nothing
> Stephen Quake joins the board
> Stanford
> h-index 181
> ex-Chan Zuckerberg
> scientists like that don't switch for fun
> tell friend
> "who?"
> say nothing
> Hansen owns 20% of the company
> 58.99M shares
> files 13G as 10%+ beneficial owner
> buys $740K more at $2.61
> zero insider selling since 2021
> founder has more skin in the game than any biotech CEO I've ever seen
> $300M non-dilutive from Canadian government
> two Phase 1 readouts in H2 2026
> say nothing
> $700M campus opens
> GMP manufacturing operational
> capex peak passed
> cash flow inflection coming
> still $3.52
> still nobody talking
> buy more
> Truist initiates Buy
> Jones Research initiates Buy
> analyst PT $8.40
> friend texts: "what was that biotech you mentioned"
> smile
> say nothing
α1 ✞ retweeted
It took a year for the Senate to confirm a new CFTC Chairman, but it was worth the wait.
@ChairmanSelig announced today that the CFTC is working on new regulations for perpetual derivatives and onchain markets.
You heard right. DeFi perps are coming to the USA.
Hyperliquid 🇺🇸
CFTC @ChairmanSelig laid out an exciting roadmap for the Commission's top priorities at @MilkenInstitute's Future of Finance 2026 today:
"I view Project Crypto as a historic initiative between the agencies to upgrade and modernize our rules and regulations and future-proof them for technologies like crypto...."
"Many of the firms want to move onchain. The prior administration drove a lot of these firms and the liquidity offshore. The perpetuals markets are a great example of this. We've had perpetual futures contracts in crypto assets for a very long time[,] but they've developed offshore[.] We've got to bring that back to the United States. We need to have that liquidity here in the U.S...."
"We're working towards getting perpetual futures, true perpetual futures, not long-dated contracts, here in the U.S. within the next month or so.... We're also working towards onchain markets, so we're looking to have clear guidance as to what sort of digital wallets would implicate our regulations. The prior administration really went after firms that were just offering software products...."
"We're also working towards regulations that accommodate onchain software systems, so decentralized finance protocols and other types of blockchain networks.... We're going to make sure it's very clear as to what implicates the CFTC's regulations and what doesn't, and to the extent that an onchain software system or front-end does implicate our rules or regulations, we're modernizing and future-proofing those rules so that there's a place for all of that."
HPC applauds Chairman Selig's forward-thinking approach to regulation and stands ready to support his crucial work ensuring that decentralized markets for perpetual derivatives thrive in the United States. 🇺🇸
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Spreading the gospel of Hyperliquid, the most exciting story in crypto, to the traditional finance world
It's always a pleasure to be on @cnbc with @BeckyQuick and Joe Kernan
Our stock starts trading this morning with the ticker $PURR
Hyperliquid
@HyperliquidX @HypeStrat @SquawkCNBC @rediamondjr
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If God actually chooses you he ruins you for normal life, marks you so obviously that other people can smell it on you and they will hate you for it, not consciously but in their bones, because your existence proves that settling was optional and they chose it anyway. The blessed man sleeps alone because everyone around him is engaged in a silent conspiracy to worship their own limitations and he refuses to join, and that refusal is an act of violence against the social contract. They will forgive you for being evil before they forgive you for being called
α1 ✞ retweeted
Hyperliquid
100+ USD next
$HYPE prob one of the few assets you wanna just throw money in and not touch until the inevitable run to 50+ USD
Thesis is very clear, almost too clear for most participants
99%+ of Hyperliquid rev is going back to market buying $HYPE and a small basket of other coins through their insurance fund, at current rate it's 500M+ USD annualized in buy pressure just from the Hyperliquid team, so instead of perpetually getting dumped on by a predatory team they are actually buying back more coins every single day
And this 500M+ USD annualized revenue doesnt even include the upcoming ETH / BTC and others majors markets coming to spot on HL nor the use of the HyperEVM
While we're at it let's talk about the HyperEVM that most people compare to some other dying L2s: there is one fundamental thing most people don't understand here is how clutch it is to have a wealthy diehard community that got rich off your project
The wealth effect that happened on Hyperliquid is close to nothing we've seen in crypto before and this happened even before the launch of the chain, the closest example is most likely the early community that formed around Solana and got rich off holding the gas token of the blockchain they were using daily just like Ethereum heads before
We've only seen this a handful of times in history and I'm willing to bet that the HyperEVM will be a great success in 2 years from now with a huge ecosystem and a vibrant community
Onchain is eating more and more mindshare each year, CEX listings have less and less impact and "retail" is now getting onboarded with a phantom wallet to trade memecoins onchain
$HYPE brothers are the new Solana manlets and $HYPE is the new $BNB: an up only asset most people gonna miss out on while wondering how the fuck they missed out on it
α1 ✞ retweeted
How big can Hyperliquid get?
“Finance as a whole” - $HYPE CEO @chameleon_jeff
Hyperliquid
α1 ✞ retweeted
If you as a Christian do not feel some pain at the thought of your nation, once firmly grounded in Christian culture, now witnessing federal government offices honoring Krishna, Kali, and Lakshmi, and telling you you must welcome giant golden monkey gods on the Houston horizon, then I think you have a lot more Bible reading to do.