blue 4k retweeted
Hyperliquid meets Wall Street.
The house of all finance is accelerating. Yesterday, @a16zcrypto, @GoldmanSachs, @Bloomberg, @jpmorgan, and @multicoin came to listen. Grayscale gave them the $HYPG story.
Hyperliquid.
blue 4k retweeted
People underestimate how big Hyperliquid can become.
The crypto space is accustomed to projects not having strong traditional metrics (users, revenue/fees accruing to token holders, etc). So, everyone's instinct is to size up how big something can be based on relative market cap to bigger things. eg if ETH is X, then this other coin could be Y% of that.
That's no longer the right mental model. The CoinMarketCap leaderboard era is over.
We're in a new vintage now. And platforms with substance can be much much more valuable than people expect.
Great thread on $HYPE by @SpencerApplebau @tushar_jain and team —
1/ Today, @multicoin publishes our HYPE analysis and valuation
HYPE is now one of our largest liquid fund positions and we've been accumulating aggressively since February
Full report and disclosures in link. Link here -
multicoin.capital/2026/06/25…
blue 4k retweeted
1/ Today, @multicoin publishes our HYPE analysis and valuation
HYPE is now one of our largest liquid fund positions and we've been accumulating aggressively since February
Full report and disclosures in link. Link here -
multicoin.capital/2026/06/25…
blue 4k retweeted
priority fees generated more revenue than ethereum last week
7D hyperliquid priority fees: $653K
7D ethereum revenue: $625K
blue 4k retweeted
4/ HYPE has the cleanest exchange-token model we've seen: 99% of protocol revenue buys back and burns HYPE via the Assistance Fund, an automated, daily mechanism. Hyperliquid's revenue consistently exceeds L1s like ETH/SOL/Tron.
blue 4k retweeted
3/ HYPE has one of the most tractable token distributions we've seen. No equity cap table or preferred shares competing for cash flow. The team never raised outside capital. 31% of supply was airdropped & fully unlocked at launch. Team, users, and holders are aligned on HYPE.
blue 4k retweeted
1/ Multicoin published a full analysis & valuation of Hyperliquid (HYPE).
HYPE is now one of the largest positions in our liquid hedge fund. We've been accumulating aggressively since February.
Here's why we believe HYPE will be one of the best performers over the next cycle:
blue 4k retweeted
After accumulating HYPE earlier this year at the lows, Multicoin’s HYPE holdings has grown to be one of their largest positions in their liquid fund. Today, they published a thorough thesis and price evaluation for Hyperliquid.
Bear case: $109
Base case: $319
Bull case: $689
blue 4k retweeted
The first NFT project deployed on Hyperliquid is also the first Hyperliquid NFT in my collection! Very happy to acquire this @tinyhypercats wizard hat grail this morning !
This community is full of early developers & adopters of the Hype ecosystem.
Happy to join this community !!! – at Coral Gables, FL
blue 4k retweeted
Some really nice cats on the floor just as these start to get more attention.
You can still buy the first NFT on Hyperliquid for 6 Hype, but not for long. opensea.io/collection/tiny-h…
blue 4k retweeted
Here's the current $HYPE supply distribution
Only 14% is really sellable right now, it's mostly a perps driven market
Supply shock incoming
Hyperliquid
blue 4k retweeted
We've exited the era of crypto as niche experimental technology for hobbyists and ideologues.
We've entered the era of crypto as a real upgrade to the financial system, a challenge to incumbents using regulatory moats to defend old products against innovation.
Innovation wins.
blue 4k retweeted
Hyperliquid (Tradexyz) traders predicted the exact opening price of SpaceX.
The Hyperliquid SpaceX perp was trading at 171 just 1 minute before they announced the starting price of $171 per share.
app.hyperliquid.xyz/trade/xy…
blue 4k retweeted
Today we filed a comment with @paradigm on @USTreasury's proposed rule for stablecoin issuers.
U.S.-regulated stablecoins power billions of dollars in daily trading, lending, and settlement.
Our comment offers recommendations to preserve their critical role in onchain markets.
blue 4k retweeted
Hyperliquid
CFTC Chair Michael Selig shares how the CFTC plans to make the U.S. the crypto capital of the world:
"It really was pushed offshore over the past decade through lawfare and through regulation by enforcement, and we're bringing it back"
"We believe that crypto is a really fantastic technology. It can allow for settlement faster than anything we've seen in our traditional markets. It makes capital much more efficient" @CFTC @MichaelSelig
blue 4k retweeted
NEW: @citrini SUBSTACK TALKS ABOUT HYPERLIQUID “NEW IDEA”
SOURCE: citriniresearch.com/p/state-…
