24YO # CN/EN - CONTENT CREATOR 向A7 冲刺！
Joined June 2020
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闪现到了韩国！
这次韩国的 @kccf_kr
@renaissxyz 把 @vinciwld 给带来了！
韩国来参展的人也夸张的人多 Renaiss 的booth 都被很多人挤爆了 目测预计有100人左右在排队都是来玩vinci world 的小游戏来拿奖品 大奖是psa10
这也算是我第一次出国是为了参与海外的卡展 也让我大开眼界了👀👀
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最近 $HYPE 确实很疯狂目前价格在 $61.66 附近震荡，距离前几天 $75.78 的历史高点已经回调了 -18.6%。最戏剧化的是之前一直在喊 $150 的 @CryptoHayes 突然被爆出已经清仓了所有 $HYPE 和 $NEAR 闪人群里现在全在发恐慌表情包
不过先别跟着恐慌。这次回调其实是非常健康的。我们不吹不黑直接用最真实的链上数据和市场逻辑来拆解接下来到底是“倒车接人”还是“高位接盘”
先看几个最关键的硬指标：
现货价格： $61.66（24小时波动区间在 $58.92–$68.93）
30天涨幅竟然有 38.7%虽然前几天涨得猛，但其实整月来看还在趋势里
流通市值： 137 亿美元
FDV（完全稀释估值）： 589 亿美元
看出问题了吗？ $HYPE 现在的 FDV 快接近 600 亿美金了而流通量只有 23.3%。它已经从一个“高爆发的山寨币”变成了“大市值蓝筹”。所以在这个位置，市场分歧大、获利盘了结砸盘是非常合理的短线绝对不是一个无脑追高的地方
为什么说它的基本面和普通 DeFi 完全不是一个维度？
很多人拿它和以前的去中心化交易所（DEX）比，但 Hyperliquid 现在的玩法是降维打击：
恐怖的造血与回购能力根据 The Defiant 的数据， @HyperliquidX 年化收入大概在 6.18 亿美元而 6 月 4 日一天的手续费就冲到了 486 万美元。最狠的是，平台会把 97% 以上的收入直接导向 Assistance Fund在二级市场每天雷打不动地自动回购 $HYPE。这是一个非人为的程序化买盘，只要有人在上面交易回购就永远不会停
华尔街的“全天候交易所”：现在的 Hyperliquid 已经不单单是个炒币的地方。它的 24/7 永续合约和 RWA 叙事，让很多华尔街交易员在周末传统市场休市时，直接跑来上面炒原油、白银和大宗商品。目前它在全球永续合约的市场份额已经占到了 7.5%，社交注意力在整个衍生品赛道排名第一。
灰度 @Grayscale 的费率战灰度在 Nasdaq 新上市的 Hyperliquid Staking ETF（代码： $HYPG ）直接把管理费率压到了全美最低的 0.29%而且支持质押复利。目前相关 ETF 的资金流入已经有 1.92 亿美元传统机构的合规资金正在明牌进场扫货
接下来的价格走势与操作策略
既然基本面没坏那我们要盯着的就是具体的关键价格位。这里给大家梳理三个短期和长期的推演：
1. 短期盯紧支撑位（$58.9）
跌破 $58.9： 那么这轮强趋势短线就走坏了，获利盘会加速踩踏，价格大概率会回撤到 $53–$58 的前突破区。如果跌到这个区间，而平台的日收入和交易量并没有缩水，那这就是一个非常舒服的左侧低吸点。
站稳并收复 $68： 如果在 $58.9 附近止跌并且重新放量站上 $68–$69，说明洗盘结束。空头会再次被回购资金挤压，可以直接看回 $68–$76
放量破前高只有彻底站稳 $76 之后打开上方空间才有可能去看 $85–$100
2. 长期合理估值（$100–$120）
如果把时间拉长，只要 Hyperliquid 的回购机制持续兑现，年收入稳定在 6 亿到 10 亿美元的区间，通过代币通缩长期应该可以看到 $100–$120 是完全符合基本面逻辑的
3. 极端牛市情景（$150 ）
前阵子很多人喊 $150，但我们要清醒地意识到，$150 对应的 FDV 是 1433 亿美元。除非 Hyperliquid 真正把 CEX 的流量全吸干并且在 RWA 多资产赛道做到链上绝对垄断，否则这个估值压力会极大。Arthur Hayes 选择在这个位置阶段性清仓大概率也是觉得短期的估值透支了
Jun 4
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
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BrainX 🧠脑 retweeted
Jun 3
Went card hunting with @brainx and @Goldchau_eth
Just bought this very nice near mint Ancient Mew to celebrate $HYPE all time high
Hyperliquid
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BrainX 🧠脑 retweeted
May 18
What’s the market price for this ?
OP05-119 Japanese
@brainx paid 150usd
@Mark_Memelord paid 188usd
@Goldchau_eth paid 250usd
#renaiss
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Hyped to see @allscaleio joining forces as a partner at the 0G AI Carnival! 🤝
If you haven't checked them out yet, they’re basically building the financial stack that the remote workforce actually needs—the world’s 1st self-custody stablecoin neobank.
They make crypto payments seamless for freelancers, creators, and AI agents (no gas fees, 10-second passkey setup) while keeping everything 100% self-custodial. Perfect fit for an AI ecosystem.
Catch the team and see what they're building:
👉 allscale.io/
May 13
we are past the chatbot era ai agents are handling real value now
but to actually trust them you need verifiable onchain infra
you cant build a whole economy solo so we linked up with the 0g ecosystem
the 0g ai alliance million-token carnival is officially live 👇
.@0g_labs is the ai-first blockchain infrastructure
powering verifiable ai agents with modular storage compute data availability and onchain execution
.@NeoSoulAI is building an ai-native prediction market
where self-evolving agents and agentic oracles turn real-world uncertainty into computable signals
theyre dropping 1000000 neosoul tokens
.@ghast_ai is a 0g-native web3 ai agent that works out of the box
turning ai memory context and data into user-owned assets
you can secure one of 50 earlybird codes
.@moonfun_ai transforms meme tokens into autonomous ai agents
turning one-time token launches into living evolving digital assets
giving away 50000 moon points
.@primus_labs provides a privacy-preserving verification layer
for proving data identity and activity across onchain and offchain environments
build up your primus reputation score
.@gmdottown is building the agent economy
enabling users to deploy autonomous agents that trade and operate 24 7
handing out 50 openwhale founding member sbts
.@allscaleio is a self-custody stablecoin neobank
for smbs freelancers and ai agents
with wallets invoicing checkout and compliance tools
bag your share of 1000000 points
.@dgrid_ai is a decentralized ai smart network
designed for cost-effective reliable and verifiable ai infrastructure
pulling up with 1000000 points
.@yomirgo is an ai agent assetization and trading platform
connecting users and developers in a liquid agent economy
serving up 50000 yomirgo tokens
.@0xcregis provides enterprise-grade digital asset infrastructure
including mpc wallets wallet-as-a-service and crypto payment solutions
cash rewards on deck
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这几天我用了 @JupiterExchange 钱包的 QR 码来支付给卖家。当时急需用钱再加上懒惰去找OTC换MYR 所以选择了他们的 QR Pay。我觉得他们主打的就是让大家更方便和快速地使用 QR 码支付。
不过如果我买的东西超过 1.8k 马币就不能进行大额支付了。这也是我选择了这么多家 U 卡中，唯一一个能在马来西亚支持 U 码支付的选择。如果汇率再漂亮一些我应该会天天使用这个功能！🤣🤣
我的邀请链接我丢在底下欢迎大家来一起用分享感想哈哈哈
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2月来dc店里参观 然后开始玩 @NextRare_cards 不知不觉开始赚到猪脚饭 我也很久沒玩了随手一抽就出了74u 小赚也算回了点血 😮 如果有兴趣的朋友们可以一起来玩看看～
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Throwback to Solana Day in Malaysia 🇲🇾🐒
Shoutout to @SuperteamMY for inviting us and a big welcome to all the new Monkes who joined the community!
After a full day of alpha, we did what we do best: great food, good vibes, and amazing Monkes 🍻
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