@bluegwei

take profit

 retired
hyperliquid.xyz
Joined May 2021
  • Tweets21.8K
  • Following3.2K
  • Followers11.2K
1.8KMedia
blue 4k retweeted
Grayscale
@GrayscaleJul 17
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.
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blue 4k retweeted
Melio
@MelioHLJun 27
Hyperliquid charges $0.07 to trade a $100 event contract. The incumbents charge $1.56 to $3.50 for the exact same position. That's not a discount. That's a 20-50x gap. HIP-4 just made on-chain event markets cheaper than anywhere else. By a lot.
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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 —
Spencer Applebaum
@SpencerApplebauJun 25
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…

Hyperliquid (HYPE) Analysis & Valuation

Today, we publish our full analysis and valuation of Hyperliquid (HYPE).

multicoin.capital
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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…

Hyperliquid (HYPE) Analysis & Valuation

Today, we publish our full analysis and valuation of Hyperliquid (HYPE).

multicoin.capital
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priority fees generated more revenue than ethereum last week 7D hyperliquid priority fees: $653K 7D ethereum revenue: $625K
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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.
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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.
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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:
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blue 4k retweeted
steven.hl
@_stevenhlJun 25
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
steven.hl
@_stevenhlFeb 2
We gotta give credit where credit is due. Multicoin’s Drift thesis from 2024 outwardly dismissed HL but a good investment firm acknowledges when their thesis is invalidated and rectifies things quickly. And they did so right before HYPE/SOL made new ATHs! Hyperliquid
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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
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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…
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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
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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.
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blue 4k retweeted
shoku
@sershokuninJun 12
bro, it’s called price discovery
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blue 4k retweeted
MLM
@mlmabcJun 12
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…
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blue 4k retweeted
moon
@MoonOverlordJun 8
The problem with Ethereum is there’s an exchange on an L3 that is 1/20th the marketcap with 1/1000 the employees with 100X the yearly revenue that ETH does
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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.
Hyperliquid Policy Center
@HyperliquidPCJun 9

HPC and Paradigm File Joint Comment on Treasury’s GENIUS Act Proposed Rule

Article · @HyperliquidPC
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blue 4k retweeted
eric
@econoarJun 8
Hyperliquid
Empire 🟪
@theempirepodJun 8
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
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blue 4k retweeted
Evanss6
@Evan_ss6Jun 8
Citrini's thematic update has a significant writeup on Hyperliquid "Hyperliquid is the non-custodial antidote to FTX's failure"
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NEW: @citrini SUBSTACK TALKS ABOUT HYPERLIQUID “NEW IDEA” SOURCE: citriniresearch.com/p/state-…
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