🚨 NEW: Hyperliquid’s HIP-3 brought stocks and S&P 500 perpetuals fully onchain, helping drive $200B in volume.

aerodrome-finance:native is the third-largest DEX on the planet by volume. Its market cap is $318M. Read those two sentences again. THE BUSINESS - $12.4B in DEX volume over the last 30 days — only Uniswap and PancakeSwap do more - ~$150K/day in trading fees, and 100% of fees flow to veAERO lockers. The team keeps nothing. The purest real-yield model in DeFi. - $454M TVL — the token trades at 0.7x the liquidity it coordinates TOKENOMICS - 54% of circulating supply is locked in veAERO. Voters, not flippers. - Onchain holding data: 96% of wallets haven't moved a single coin in 30 days. Only 3.8% are actively trading. That's diamond-hand structure at the lows. - Mission 70 emission cuts already shrinking inflation - Holder count 23% YoY straight through a -43% drawdown THE JULY CATALYST The part nobody's pricing in: next month Aerodrome and Velodrome merge into one unified cross-chain DEX under AERO. - Expands from Base to Ethereum mainnet AND Circle's Arc chain - VELO absorbed into AERO — one token, all chains - MEV-resistant pools permissionless listings ship with it The liquidity hub of Coinbase's L2 becomes a multi-chain liquidity network in ~30 days. Dated catalysts this clean are rare. DISTRIBUTION - Robinhood just opened AERO trading to retail - Base MCP is live — AI agents can now route DeFi flow on Base, and agents route to the deepest liquidity - Coinbase's entire onchain strategy runs through Base. Base's liquidity runs through Aerodrome. TECHNICALS - $0.335 — inside the $0.29-$0.40 accumulation band that preceded ~70% rallies in every prior extreme-fear event - RSI(7) at 29, oversold. 23% below the 200DMA. - Flat over 90 days while the rest of DeFi bled double digits. Quiet relative strength. - Fib extensions at $0.62 / $0.70 — a 2x just to fill prior structure. ATH is ~7x away. Extreme fear at 13. A top-3 DEX under a $350M cap. Half the supply locked. A chain-expansion catalyst 30 days out. Asymmetry doesn't announce itself. It looks exactly like this. NFA. DYOR. vylos.io

For the first time ever, Hyperliquid's open interest has surpassed 20.1% of Binance's open interest.

A good time to add more dots.

🚨 $crvUSD has started to depeg against $USDT and $USDC on Curve. Since crvUSD is now heavily influenced by bitcoin volatility via YieldBasis, any shock on bitcoin from $mstr, $strc here could have big impact on crvUSD as the main pools have become very imbalanced already. Good luck out there folks! 🫡 $YB $CRV $CVX

I have trimmed my exposure to both $CRV and $crvUSD until I get a better understanding of risks with $YB and how the protocol performs in real-world conditions.

With the exception of bitcoin, all other Grayscale ETF launches were sell-the-news events: 📉 $sol, $xrp, $doge were down 20% post ETF launch! $HYPE could also be an exception, but looking at the initial market reaction it's looking like another sell the news event. $HYPG

Every time $LIT gets a strong bid stakers start to unload on the orderbooks 📊📉 ~10m LIT unstaked over the past 24h Can LIT get to $2.5 given there's about 124m LIT staked at present? 🤔

Grayscale Hyperliquid Staking ETF (Ticker: $HYPG) is now trading. The $HYPE ETP with the lowest gross management fee in the U.S.¹ and staking, in your brokerage account today. Why $HYPE? → $HYPE is the crypto asset powering 24/7 markets → $HYPE captures value from @HyperliquidX’s $2.99T in perpetual trading volume² → 99% of @HyperliquidX fees go back to the protocol via buybacks³ $HYPE exposure from Grayscale, the world’s largest crypto-focused asset manager⁴ Hyperliquid.

all you need to do to win trading crypto is research and think independently and critically. everyone makes it seem way harder than it actually is. will probably stop posting trades because my conviction is always right and monkeys here just try to fud me out $LIT to 2.5 next