My own Research in DeFi & Crypto

Joined April 2026
23 Photos and videos
Pinned Tweet
Most people still think $HYPE is “overvalued”. I think the market still massively underestimates what Hyperliquid is becoming. This article breaks down: • why ETF inflows are changing everything • how buybacks create constant pressure on supply • why Coinbase buying staking HYPE matters • why Wall Street is starting to pay attention • and why many traders now expect $75–100 HYPE sooner than people think If you still see Hyperliquid as “just another perp DEX”… You’re probably missing the biggest crypto infrastructure story right now. 🫡 Read here 👇
6
1
23
1,334
Drive retweeted
Why $HYPE Could Hit $100 Faster Than People Expect $HYPE is not just another narrative trade The setup is simple: • $2B in buybacks already executed • 98% of platform fees used to buy $HYPE • ~$161.1M net ETF inflows • HypeStrat holds ~20M $HYPE • Hyperliquid is doing ~$1B annualized fees This is constant buy pressure from 3 sides: 1. protocol revenue 2. institutional ETF demand 3. treasury accumulation Most tokens need hype to go up. $HYPE has real cash flow buying the token every day. My August target: $95–110. If volume expands again, $120 is on the table. let's see if I was right here
2
1
4
109
Drive retweeted
Arthur Hayes dumped 3 times, $WLD right now $ZEC & $HYPE before You should call him scammer for using followers as an exit liquidity
This chart is going in the wrong direction. Dumped $WLD. I’m out. See y’all at the clerb.
1
5
360
You gonna get the biggest regret I promise you. $HYPE - 80$ sooner then BTC $70k Sometimes the strongest hands become the weakest
I just dumped my entire $HYPE and $NEAR position, I will explain why in my essay "Reality Test" dropping next Tuesday. TLDR: - Higher energy prices due to Iran war and inventory restocking - 3 Mega AI IPOs between now and early Q3 - Prediction that Trump goes anti-AI to win mid-terms for Republicans - I think highs in mrkts will happen btw now and September - Time to take profit, and two-step in beefa without worrying about my positions
1
5
165
Drive retweeted
Most people still think $HYPE is “overvalued”. I think the market still massively underestimates what Hyperliquid is becoming. This article breaks down: • why ETF inflows are changing everything • how buybacks create constant pressure on supply • why Coinbase buying staking HYPE matters • why Wall Street is starting to pay attention • and why many traders now expect $75–100 HYPE sooner than people think If you still see Hyperliquid as “just another perp DEX”… You’re probably missing the biggest crypto infrastructure story right now. 🫡 Read here 👇
6
1
23
1,334
Drive retweeted
🚨 $689M Worth of $HYPE Is About to Unlock — Here's What Matters Nearly $1B worth of tokens are set to unlock next week. $HYPE alone accounts for $689.7M of that total, representing 71% of all scheduled unlocks. Sounds scary? Not really. The unlock equals just 1.038% of total supply, making the dilution impact relatively small compared to most major unlock events. The market has known about this unlock for months. The real question isn't how many tokens unlock - it's how many get sold. Meanwhile, Hyperliquid continues to generate some of the strongest fundamentals in crypto: • Massive protocol revenue • Continuous buybacks funded by real trading fees • Growing institutional exposure • Expanding ecosystem and user base Large unlocks often become the most bearish narrative right before they happen. If $HYPE absorbs this supply without significant selling pressure, the event could remove one of the biggest overhangs on the token. Sometimes the strongest move comes after the market realizes the feared unlock wasn't actually a problem. June 6 could be a major test for $HYPE. Or it could become the catalyst for the next leg higher.
INSANE: There are now 8x more $HYPE longs than shorts. You know what happens next.
1
5
299
Drive retweeted
HEAD OF RESEARCH GRAYSCALE SAYS: IT'S TIME hyperliquid:native @LowBeta: HyperliquidX is a defi platform that has broken the mold" Hyperliquid is rapidly becoming one of the most profitable financial infrastructures in all of crypto. And Wall Street is starting to notice. hyperliquid:native keeps printing new ATHs. While most of the market is still struggling to recover from the bear market
1
1
16
238
$PUMP Just Unlocked the Biggest Growth Catalyst Yet Pump.fun just stopped being “just a Solana memecoin app.” This is one of the biggest expansions they could make for the ecosystem and most people are missing why it matters for $PUMP holders. Pump.fun is now becoming a multichain trading layer. Ethereum. Base. BNB. More chains coming. Why this is huge: • More users People from every major ecosystem can now use the app without leaving their chain. • Bigger trading volume More chains = more tokens traded = more fees generated. • Stronger network effects Instead of competing for one ecosystem, Pump.fun becomes a hub for onchain retail across crypto. • Easier onboarding “One wallet, one currency, multiple chains” removes friction that normally kills retail activity. • Higher retention Users no longer need 5 different apps and bridges to trade across ecosystems. • Massive revenue potential Pump.fun already prints insane fees on Solana alone. Now imagine that activity expanded to Ethereum, Base, BNB and beyond. • Better long-term positioning for $PUMP If the token captures ecosystem value through buybacks, incentives, staking or future utility, expanding trading activity across chains massively increases the upside surface area. This is the first real step toward becoming a crosschain consumer crypto app instead of a single-chain memecoin launcher. The market still treats Pump.fun like a “Solana casino.” What they’re actually building looks much bigger.
The pump fun app just got BIGGER! Introducing frictionless multichain trading: trade Ethereum, Base, BNB, and more on the pump fun app now One wallet, one currency, more chains. Join now 👇
1
7
339
Drive retweeted
The Market Still Doesn’t Understand How Big Bittensor ($TAO) Could Become Most AI crypto projects are just narratives. Bittensor ($TAO) is different. It’s trying to build an open AI economy. Here’s why TAO became one of the strongest AI narratives in crypto 1. Think about Bittensor as “Bitcoin for AI.” Instead of mining hashes, the network rewards useful AI output: • models • inference • datasets • compute • trading agents • code generation • research systems The goal: Create decentralized AI infrastructure that doesn’t belong to OpenAI, Google, or Anthropic. 2. The core of Bittensor is subnets. Each subnet is its own AI market. One subnet can focus on: • text generation • image generation • coding • prediction models • distributed training • AI agents TAO isn’t just one AI app. It’s an entire ecosystem of AI economies. 3. Bittensor has: • miners → generate AI output • validators → rank and verify quality Good output earns more TAO. Bad output earns less. The network constantly evaluates intelligence and rewards the best performers. This is why people call it: “Proof of Intelligence.” 4. This is the biggest unlock: Most crypto AI projects are: • wrappers • chatbots • empty narratives • “AI blockchain” marketing Bittensor actually creates incentives for producing useful AI. That’s a massive difference. 5. The subnet model is extremely powerful. New AI verticals can launch without building a new chain from scratch. Developers can build directly on top of the TAO ecosystem. That’s why many people compare TAO to: “Ethereum for AI.” 6. The strongest part is the network effect. More: • miners • validators • subnets • AI models • developers • users = stronger value accrual to TAO. That’s the type of structure institutions love. 7. This is why institutional interest is growing fast: • Grayscale launched a TAO Trust • ETF filings already started • funds are beginning to view TAO as AI infrastructure, not just another altcoin The market is slowly realizing: TAO may become one of the core reserve assets of decentralized AI. And most people still don’t understand it yet.
May 25
Barry Silbert bought Bitcoin at $7. He built Grayscale from nothing. He turned DCG into a 300-company crypto empire. Now he's saying $TAO is his Bitcoin moment. Here's what he said that most people missed: "For Bitcoin OGs, we are circa 2012 to 2013 right now." At a $1.5 billion market cap. He's not guessing. He's pattern matching to the only playbook that turned a $7 bet into the largest crypto asset manager in the world. The fair launch comparison hit different. No VC round. No team allocation. No foundation getting rich before you. Just a white paper turned into code, launched into the world. Exactly like Bitcoin. Same 21 million supply cap. Same halving cycle. Same organic community that had to earn their way in. Then he explained the subnet flywheel. 88 subnets. Each one solving a different problem. Each one with its own token. But every single subnet token trades in and out of TAO. So when any subnet wins, TAO wins. He called it something I had to read twice. "There is no other project in crypto with the same dynamic." On Ethereum and Solana, ecosystem tokens create zero value for the base layer. On Bittensor, every subnet success flows directly back to TAO. Then came the boldest statement. Right now $500 million in TAO emissions are up for grabs annually as incentives for compute, data, and model providers. As TAO price rises, that becomes $1 billion. $5 billion. $10 billion. At $10 billion in annual incentives, you've built the most powerful intelligence coordination network in human history. His mission with Yuma is simple. Find the Coinbase of Bittensor. Find the Chain Analysis of Bittensor. Find the BitGo of Bittensor. Infrastructure first. Same playbook. Different era. His boldest prediction? Bittensor could be a better version of Bitcoin. Instead of spending $10 to $12 billion a year to secure a ledger, imagine spending that same amount to incentivie a global network of people solving the world's hardest problems. Same economics. Bigger mission. The people who read the docs always buy before the people who read the price.
2
1
6
333
Drive retweeted
HYPERLIQUID $HYPE IS NO LONGER TRADING LIKE A NORMAL ALTCOIN The market is starting to realize this might be the first real “on-chain CME/Nasdaq” trade. So the real question now is: Is it still worth buying $HYPE after the massive run? And how high can it actually go? Here’s what’s driving the move: 1. ETF NARRATIVE CHANGED EVERYTHING Bitwise, Grayscale and 21Shares entering the HYPE narrative completely shifted market perception. This is no longer just a “crypto-native perp DEX”. Institutional money is starting to look at Hyperliquid as financial infrastructure. That’s a massive difference. 2. THE BUYBACK MACHINE IS INSANE This is probably the strongest structural bull case in crypto right now. Hyperliquid generates huge revenue and continuously buys back $HYPE from the market. More trading activity = more buy pressure. Unlike most L1s, the token actually has a direct connection to platform cash flow. The market LOVES that. 3. HIP-3 COULD MASSIVELY EXPAND THE TAM This is where things get crazy. Hyperliquid is moving beyond crypto into: • equities • oil • gold • S&P 500 • pre-IPO markets • RWAs > 24/7 trading > High leverage > No brokers > No traditional market hours That’s why people are starting to compare Hyperliquid to a future global trading layer. 4. PREDICTION MARKETS ARE A HUGE CATALYST HIP-4 and outcome markets could become another major growth engine. If Hyperliquid successfully combines: • perps • spot • prediction markets • RWAs inside one unified liquidity system… the valuation ceiling becomes MUCH higher 5. THE PRODUCT IS ACTUALLY GOOD This matters more than people think. A lot of traders already believe Hyperliquid is the first DEX that genuinely feels like a CEX: • fast execution • deep liquidity • low latency • smooth UX That creates real stickiness. 6. SO HOW HIGH CAN HYPE GO? > Conservative bull case: $80–100 > Strong cycle scenario: $120–150 > Extreme euphoric cycle: $200 But ONLY if Hyperliquid successfully becomes a dominant on-chain trading venue. 7. THE RISKS ARE STILL MASSIVE People need to understand this too. • valuation is already huge • unlock pressure still exists • HYPE is an extremely crowded trade • regulation could become aggressive And crowded trades can crash violently. Even in a bullish trend, 30–40% corrections are absolutely possible. But the important part is this: The market is no longer pricing Hyperliquid as “another exchange token”. It’s pricing the possibility that Hyperliquid becomes the future global trading infrastructure of crypto. And that is why the move has been so aggressive
Coinbase has announced its plan to activate AQAv2 on USDC as the treasury deployer, with Circle serving as the technical deployer responsible for CCTP and native cross-chain infrastructure. Both Coinbase and Circle have committed to stake HYPE to activate AQAv2. As part of this transition, Native Markets has agreed to terms granting Coinbase the right to purchase the USDH brand assets. With Coinbase, in its role as treasury deployer, sharing the vast majority of reserve yield revenue with the protocol, USDC will become the most aligned stablecoin on Hyperliquid. As a result, canonical outcome (HIP-4) markets will use USDC as the quote asset in a future network upgrade. User and builder feedback has been consistent that fragmentation leads to degraded experience; now, the community no longer needs to choose between liquidity and protocol alignment. The pioneering work of Native Markets in launching USDH as the first production-scale stablecoin sharing yield directly with a protocol in a purely onchain implementation made AQAv2 possible. The learnings and mechanics pioneered by USDH will live on in AQAv2. The Hyper Foundation will give grants to eligible HIP-3 deployers, HIP-1 deployers, and builders who integrated USDH, supporting teams through migration over the next months. These grants reflect an ongoing commitment to teams who choose to build on Hyperliquid and align with the protocol. USDH markets are fully functional but will sunset over time. USDH remains fully backed, with feeless conversions to USDC and fiat available to users during this transition.
5
3
21
5,377
Drive retweeted
$HYPE Is Trading Like The Next $BNB - And The Market Still Doesn’t Get It Everyone keeps asking why $HYPE just printed a fresh ATH near $62 while the rest of the market looks completely dead The answer is simple: Hyperliquid stopped trading like “just another alt” Most coins only move when BTC, ETH, and the entire market move first. $HYPE is doing the opposite. > Bitcoin looks weak > ETH looks weak > SOL looks weak Most alts are getting farmed. Meanwhile Hyperliquid is still pushing into price discovery. That doesn’t happen by accident. Call it overcrowded, call it a cult, call it whatever you want - price always shows where the strongest demand is sitting. And honestly, this still feels insanely early. • ETF flows only just started • Grayscale’s ETF still isn’t live • Most retail still hasn’t fully understood HIP-4 • Pre-IPO markets are barely being noticed by CT • Traditional finance still barely knows what Hyperliquid even is People see $HYPE at $55-60 and think they already missed the move. Same way people looked at $BNB at $40 in 2020 and thought the upside was gone. But markets constantly underestimate platforms that become the main destination for trading activity. That’s what Hyperliquid is slowly turning into this cycle. And that’s exactly why $HYPE is making new highs while everything else bleeds. Not because of short-term hype. Not because of random luck. The market is finally starting to price in the size of what Hyperliquid is building.
RWA trading on Hyperliquid reached a new ATH of $2.6B in open interest, double the amount from two months ago. Demand for 24/7, onchain access to real world assets continues to grow.
1
1
5
2,270
Drive retweeted
$PUMP Could Explode Again If Pumpfun Did THIS Instead of throwing another $280M into random burns, here are actual ways @Pumpfun could revive growth, increase revenue, and make the ecosystem relevant again: • Real “create-to-earn” rewards for content creators • Seasonal trading leagues with prizes • Weekly liquidity injections buybacks for newer tokens • Revenue-sharing mode for holders instead of useless cashback systems • Sponsor streamers to trade memecoins casino-style • Referral & affiliate systems • Meme contests built directly into the platform • Community voting on updates & new features • Weekly “best CTO” competitions with exposure rewards • Pay creators for tutorials, meme clips & entertaining content • On-chain advertising marketplace • Aggressive paid ads across all platforms • Trading quests & achievements with small SOL rewards • Daily “Top Memecoin Plays” coverage • Weekly meme documentaries & recap videos • Community staking pools • Dashboard with bounties, rewards & creator incentives • Connect X accounts for engagement rewards • Educational hub for new traders • Anti-rug incentives for developers • A real airdrop announcement • Memecoin ETFs • Partnerships with daytrading influencers • Compete directly with DexScreener • Actually execute the CCM / “next Twitch” vision There are literally dozens of ways to turn Pumpfun into the center of memecoin culture again. Hopefully the team actually sees this list and turns some of these ideas into reality
Introducing USDC pairs Coin creators now have the option to launch with USDC-paired liquidity pools; for more stability, better coin distribution & higher ceilings. Learn more 👇
1
2
9
430
HYPE ETF DEMAND IS EXPLODING FASTER THAN SUPPLY CAN BURN HYPE ripped 15% after Hyperliquid ETFs absorbed $25.5M in net inflows in just one day That’s more than the combined inflows from the previous 5 trading days ($22.35M) $HYPE pushed to an intraday high of $58.97 (now around $57.20), extending its yearly gains to over 100% What’s even crazier: ETF demand is now ~17x larger than Hyperliquid’s daily $1.4M Assistance Fund burn. Institutional buying pressure is massively outpacing the protocol’s own supply reduction mechanism. Bitwise CIO Matt Hougan says the market still doesn’t understand what Hyperliquid actually is. Most people still value HYPE like “just another perp DEX token” while the real comparison may be closer to financial giants like Robinhood or CME-level infrastructure.
RWA trading on Hyperliquid reached a new ATH of $2.6B in open interest, double the amount from two months ago. Demand for 24/7, onchain access to real world assets continues to grow.
3
213
Drive retweeted
The market still has NO idea what’s coming for Hyperliquid Most people see the Coinbase buys and think that’s the story It’s not The REAL catalyst is Circle USDC quietly becoming the treasury deployer for the Hyperliquid ecosystem and the implications are massive: • Coinbase accumulated ~$20M worth of $HYPE in the past week, added another $5M today, and staked everything. • Circle integrating USDC treasury deployment on Hyperliquid could unlock ~$150M/year in yield generation for the ecosystem. • Hyperliquid is already capturing insane trading volume from the $CBRS IPO frenzy. • Trade.xyz launched $CBRS with absurd execution speed proving Hyperliquid can move faster than almost every competitor in crypto. But the biggest alpha nobody is pricing in yet: If ~90% of treasury yield flows back into the HL ecosystem, the flywheel becomes unstoppable. More revenue → more buybacks → stronger demand pressure on → even more ecosystem growth. This is not just another integration. This is Hyperliquid evolving into a self-sustaining revenue machine.
Coinbase has announced its plan to activate AQAv2 on USDC as the treasury deployer, with Circle serving as the technical deployer responsible for CCTP and native cross-chain infrastructure. Both Coinbase and Circle have committed to stake HYPE to activate AQAv2. As part of this transition, Native Markets has agreed to terms granting Coinbase the right to purchase the USDH brand assets. With Coinbase, in its role as treasury deployer, sharing the vast majority of reserve yield revenue with the protocol, USDC will become the most aligned stablecoin on Hyperliquid. As a result, canonical outcome (HIP-4) markets will use USDC as the quote asset in a future network upgrade. User and builder feedback has been consistent that fragmentation leads to degraded experience; now, the community no longer needs to choose between liquidity and protocol alignment. The pioneering work of Native Markets in launching USDH as the first production-scale stablecoin sharing yield directly with a protocol in a purely onchain implementation made AQAv2 possible. The learnings and mechanics pioneered by USDH will live on in AQAv2. The Hyper Foundation will give grants to eligible HIP-3 deployers, HIP-1 deployers, and builders who integrated USDH, supporting teams through migration over the next months. These grants reflect an ongoing commitment to teams who choose to build on Hyperliquid and align with the protocol. USDH markets are fully functional but will sunset over time. USDH remains fully backed, with feeless conversions to USDC and fiat available to users during this transition.
2
1
6
322