Ex-Genetic Engineer / Perpertual Traveler / Selective Misanthrope / Mentally disabled
Joined September 2017
- Tweets 995
- Following 1,166
- Followers 578
- Likes 19,079
136 Photos and videos
Jun 12
$SPCX first indication: exactly the Hyperliquid pre-IPO price.
Price discovery happens on-chain.
Hyperliquid
BREAKING: The SpaceX, $SPCX, IPO is now receiving first indications as the Nasdaq window opens.
Details include:
1. First indications are coming in at $175/share
2. This implies a ~30% jump from the $135/share offer price
3. The IPO has drawn $350 billion in total demand, $250 billion of institutional demand
4. 70% of shares sold to institutions were allocated to long-only investors
5. SpaceX is set to open as the 6th largest public company in the world
Turn on our post notifications at @KobeissiLetter for real time analysis as the SpaceX IPO launches.
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Jun 12
WE ARE SHADOW TRADERS
WE ARE LEGION
WE ARE HYPERLIQUIDATED
Jun 12
NEW: BLOOMBERG REPORTS @tradexyz'S $SPCX PRE-IPO PERP MARKET ON @HyperliquidX
"SPACEX SHARES INDICATED MORE THAN 35% HIGHER IN SHADOW TRADING"
"SPACEX-TIED PERPETUAL FUTURES, CONTRACTS THAT DON'T EXPIRE, ON CRYPTO VENUE HYPERLIQUID WERE TRADING AROUND $180, IMPLYING A VALUATION OF MORE THAN $2.3 TRILLION"
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Jun 12
Glad i bought a tungsten cube few years back during the bull market for the meme, thanks to @cmsholdings
Tungsten is up 600% since then. (but not my cube...)
😂
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Jun 5
Bobby diamond hands will hold all the supply and you will be happy.
They are twaping more than 20mil$ a day, and raising cash faster that what they are deploying. Pretty crazy.
They still have 100M$ cash to deploy, and raising even more are they still trading at around 1.25x mNAV.
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Jun 4
Boomers will be buying into a $2T company with negative earnings, while CT argues about whether HYPE is fairly priced.
We've totally lost our way. Thankfully, boomers are also buying my bags.
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Zky retweeted
May 15
Saylor will get blamed but it was always in the cards.
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May 30
That's crazy, between ETF and PURR, the float is getting smaller everyday.
There is not enough hype.
May 30
Yesterday, the ETFs recorded a new daily inflow record of $29.6M, with $20.1M flowing into $BHYP and $9.5M into $THYP.
In total, the ETFs have purchased $136M worth in just 13 days, representing more than 2% of the total supply and over 5.3% of the circulating supply.
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May 30
Having ETH OGs shilling HYPE the last two weeks was not on my bingo card
In 6months we are going to have some Hypersound money thesis
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May 29
Don't be shy, better top blasting than be hypersidelined
The best-kept secret in trading is that far more money has been made buying new highs than any other type of strategy, and it's not even close
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Zky retweeted
May 28
Excited to see that @HypeStrat is being added to the #russell2000 and #russell3000 indexes.
The newly reconstituted indexes take effect after US market close on June 26.
$PURR @FTSERussell
lseg.com/content/dam/ftse-ru…
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May 29
"ICE is directly engaging/exploring partnerships with the Hyperliquid team"
Wat.
We moved from "they fight you" to "you win" in 15 days ?
May 16
The timing is poetic.
"First they ignore you, then they laugh at you, then they fight you, then you win."
With the oil market volume and the CBRS pre-IPO perps, we've clearly passed the ignore and laugh phases. With the Bloomberg hit piece, we just entered the fight phase.
Coinbase/Circle USDH/USDC
"Our industry will face adversity as we continue to grow. It gives me hope seeing titans of the industry come together to build for users and bring all of finance onchain."
Then, ICE/CME Bloomberg hit piece.
@HyperliquidPC has been engaging the CFTC for months.
Path forward is crystal clear imo.
Hyperliquid US is coming.
Similar Polymarket/ICE playbook: acquire/partner into a CFTC-licensed DCM, bring in a tier-1 US ally.
An elegant path would be a CFTC-regulated gateway to the same L1 orderbook. Compliance at the access layer, permissionless infrastructure underneath, shared global liquidity.
US users get full global liquidity through a compliant entry point.
Non-US users keep their existing access. The L1 stays permissionless.
The framework supports this model as long as the gateway handles KYC, surveillance, customer protections, and clearing. which is exactly what a DCM FCM stack does.
Let them cook.
Hyperliquid
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May 28
They are cooking, insane number with the ETF been live.
May 28
DAT @HypeStrat purchased 1.44851M hyperliquid:native (worth $82.6M) in 7 days.
On top of that, they increased their cash position by $43.4M, bringing total cash growth to around $126M over the past 7 days.
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May 17
I enjoy these posts so much, they're the exact same ones ETHtard were posting about SOL right before the runup.
Time is a flat circle
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May 17
I enjoy these posts so much, they're the exact same ones ETHtard were posting about SOL right before the runup.
Time is a flat circle.
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Zky retweeted
May 14
We are not prepared for the scenario where Circle and Coinbase help Hyperliquid get legalized in the U.S., USDC supply on HL to 5x and Coinbase to become the primary frontend for Hyperliquid in the U.S.
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May 16
Last thing to say before your exchange is going to 0.
excited to see him repping the industry in DC going forward! Uh, he is allowed to go to DC, right?
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