kalshi is the western version of aster

You never really hear from the aptos looking good here guy anymore

PERMANENT UNDERCLASS

it would be interesting to measure the biological age impact of crypto versus other professions to evaluate if it’s an accelerate of aging processes

No matter your thoughts on Hyperliquid, the entire industry should be rooting for $HYPE to decouple from $BTC rn. For the future of the asset class, it would be much cleaner if we can express bullish views on individual top 50 tokens without needing $BTC to oblige.

my biggest fear isn’t losing money it’s ending up like kyle samani after getting rich

guy who always thought bitcoin was nonsense and drift was the future now thinks kalshi is the winning perps venue

bro got pulled into a room and yelled at, deleting tweets i believe SOL is rotten to the core, from the intellectually dishonest narrative chasing leadership (finance! no wait memes! no wait perps!) to the onchain culture that glorifies rugs sell your sol and save your spirit

What’s hyperliquid? Imagine if Ethereum or Solana were successful

Hyperliquid ETFs.

Looks like everyone decided to buy the token the Solana Foundation guys kept talking about

Pre-IPO market on @tradexyz has SpaceX at > $2T - considering how accurate this was for $CBRS, @elonmusk is set to be the world’s first trillionaire by a comfortable margin.

The more I think about this Coinbase partnership, the more I believe it is Hyperliquid’s biggest announcement all year. Stablecoin yield is the largest revenue source in the industry next to trading fees and Hyperliquid is now the first blockchain to internalize both. This is a fundamental transformation of Hyperliquid as a business. Yield sharing enables Hyperliquid’s revenue to scale more directly with deposits, rather than just trading volume. And because deposits tend to be stickier than volumes in downturns, this could make Hyperliquid’s buybacks more resilient across cycles. For example Hyperliquid stablecoin deposits are currently only down 15% from ATHs compared to monthly volumes down 55%. Zooming out, there’s currently ~$80B in stablecoins deposits on Binance, Okx, and Bybit compared to ~$5B on Hyperliquid. It doesn’t take crazy share gains or sector wide growth for the revenue numbers from yield sharing to get crazy for $HYPE. Think $300M - $500M in incremental run-rate revenue from yield sharing is achievable within next 12 months, and billions in the years beyond as the cryptoeconomy reaccelerates. Hyperliquid.

okay so the hyperliquid announcement is omega giga bullish and there are enough tldr's around for you to read the basics but here are my favourite parts: - the core team clearly has high leverage even with the biggest players in the game as they secure a deal with extremely favourable terms - one of the biggest friction points (bridging to HL) will soon be direct through circle's cross-chain protocol - hard to describe how big of a win this is from a regulatory standpoint just before the clarity act is likely to pass. two of the most scrutinised and regulation-friendly teams just threw a massive amount of reputation and money at HL right before it goes through the senate. that timing isn't an accident - this deal reaffirms the HL team remains extremely aligned with the growth of the token and redistributing the wealth created on chain back to users - there are no 'leaks' in the HL team, in crypto it's very common to see tokens outperforming into unknown announcements, $HYPE has been bleeding coming into this announcement - there is no other chain where increasing TVL feeds directly into token increase, $HYPE now does this announcement really helps smooth over the bear cases and creates an even higher ceiling for the bull cases hyperliquid will be the house of all finance and all others will be competing through builder codes hyperliquid

AI is getting ridiculously good, and it's making your security really messy... Hackers are using AI to find live bugs that were missed before AI was used in security. If you've been audited in 2026 (at least since Q2), I'm fairly certain that every audit firm has used AI to audit your code. However, ALL live codebases audited manually (probably pre-2026) NEED to be rechecked and triaged using AI. This applies to closed-source contracts, too. If AI is better than any human at finding vulns, and AI audits began only a couple of months ago, what percentage of your codebase was secure against human blackhats, but not against AI? I don't care who did your audit. Reach out to them and get a recheck of EVERYTHING. AI is only getting better, and it's going to continue to find exploitable mistakes that humans made.

This is the story of Hyperliquid, the most profitable startup per employee on earth, told from a guarded office in Singapore. Last year, its team of 11 generated $900 million in profit. It's 3 years old, has never taken a dollar of venture capital, and is beginning to change how century-old markets work. Its founder, Jeffrey Yan (@chameleon_jeff), had never taken a physics class when he picked up a textbook at 16. Two years later, he won gold at the International Physics Olympiad. In 2019, he started trading with $10,000 from a living room in Puerto Rico—working off a television because he didn't own a monitor. Within 3 years, he was running one of the largest anonymous crypto trading firms. Then he shut it down. Yan was rich and free, but he had spent years inside crypto, watching it betray itself. Bitcoin's central premise was decentralization. Yet the biggest exchanges were centralized. Crypto kept reintroducing the dependence on trust it was built to eliminate. He set out to create what should have existed. Hyperliquid is a blockchain with a trading exchange on top, and anyone can build on it. Yan's vision is to house all of finance. In 3 years, it has done over $4 trillion in volume. And in the past few months, it has begun to outgrow crypto. Markets for oil, silver, and the S&P 500 now trade on Hyperliquid around the clock, weekends included, and are growing roughly 40% week on week. When the US and Israel bombed Iran on a Saturday in February, Hyperliquid was the venue traders turned to. Hyperliquid's success has cost Yan his freedom. He works out of a secret office in Singapore and cannot travel without two bodyguards. Even the team's housekeeper doesn't know what they do. In January, @domcooke spent a week at their office. Read his profile on Yan and @HyperliquidX below.

I strongly believe there is a meaningful pool of latent demand for the $HYPE token that remains sidelined for now, but will gradually come off the sidelines over the course of the year: - New $HYPE buyers waiting for entries who may not have liked the original thesis, but are now sold on HIP-3 - TradFi shops who are paying close attention to Hyperliquid, but are still slow to discover the token - “Sophisticated Retail” investors who focus mainly on stocks but are on fintwit and reddit and read Citrini. - Liquid / venture funds who have bags but have yet to size *convincingly* and adopt a multi-year view - Ppl who have yet to realize that Hyperliquid will also be one of the largest prediction markets - Hyperliquid Strategies These forces should be driving a sustainable bid throughout the year while the short term traders do their thing. The reason some of you may think this is overowned is cause CT is very loud about it. CT is like a few hundred thousand real people. There’s a whole world outside of CT and crypto liquid funds and this is probably the only new token that will appeal to them. Also no one I’ve spoken to outside of crypto thinks this should be valued with a median S&P multiple given the potential growth profile lmao. Hilarious that we are midcurving the one killer onchain business the industry has managed to put out.

It’s 2032. I just opened a long gold, short nasdaq trade on Hyperliquid, using my spot HYPE as collateral. I see that my TP triggered on my Robux / Euro position. Gud scalp. I decide to take 5% of my profits and slam Knicks to win because why not live a little. It’s the NBA finals after all. While I’m there I notice my YES shares on BTC below 750k this month are down to 5%. Eh, I’m just using it to hedge my perp long anyway. After scanning markets on HIP-7, I realize it’s better to not overtrade and put the USDC into my clawd agent’s market making vault. Sharpe is down this year but it’s still getting me a solid 12%. Life is good.

Hyperliquid quietly achieved the deepest top-of-book liquidity in crypto. At ±1bps from mid, Hyperliquid shows $3.1M of resting BTC depth vs Binance's $2.3M. HIP-3's silver market is similar: $33K vs Binance's $24K at the tightest level. (my quant is building a dashboard).

Hyperliquid