Hyperliquid (HYPE)

If crypto assets really come back in full force it’s wild to imagine how much revenue we might see coming from Hyperliquid. In prior cycles most of the derivs activity occurred on CEXs. Hyperliquid’s market share has gone up substantially during this bear market.

I think a solid web 3 user can earn $20,000 a year at minimum. The reason is that there are few real users on the web and the number of qualified users is also low. If you catch a new and good project early and use it well, your earnings can be really great depending on the project's listing capability. We have seen this in projects like #Hyperliquid, #Lighter, #Pyth, #Jupiter, etc. We will also see this in upcoming projects like $POLY, $BASE, $VAR, Titan. The important thing is to be a power user in a good project and stay consistent; if you do that, you can achieve regular earnings because there aren't many people doing this work. Most users are either superficial or not consistent, so even though it's not as easy as the Arbitrum era, I still believe there is life on the web 3 side because the sector is growing continuously. Having many projects can be a disadvantage when choosing, but good projects like $HYPE eventually find their value.

You obviously didn't say it like that, but it's what it comes down to for anyone who can talk freely about it without being afraid of upsetting anyone. What you said is: - that the token exists to hedge out future compute prices => literally no one bought the token with the thesis that its only value was this, and *strictly* this - that the token accrues value through buybacks with every net new subscription => we're talking about $3M worth of buybacks a year for a $1.5bn FDV coin, and the Venice team is completely free to stop these buybacks at any point in time (trust me bro) - that they never said that the token was like equity and that anyone who believed that was stupid But here's the thing, that's not how it works. When a protocol launches a token, the market will tend to automatically assume it's pseudo equity for the project, *especially* when they trust the founder and he's supposed to be super ethical/moral/fair etc. Btw we do now have a crystal clear example of such token with HYPE, meaning i

The @RobinhoodApp users of RH Chain or @Lighter_xyz L2’s can care less how many sequencers (or validators) are confirming their transactions – and there’s 10’s of millions of excited users with deposits ready to go. If you think you’re going to “reply guy” those normies into believing lots of validators slowing things down is beneficial - I invite you to revisit how well that worked against @HyperliquidX It didn’t work against 11 guys with no marketing – good luck trying it against the RH marketing machine. Regardless, this is the reason I’ve said from the start that global consensus is a killer and only purpose-built L1’s, optimized like single sequencers, will compete. Also the reason @fogo CoLo’d consensus and joined @TheHUB ✅

Found another use case for a hyperliquid:native portfolio on @DeriveXYZ (btw, are there any better option yields out there?). A simple covered call strategy: sell $100 strike calls expiring on July 31. If HYPE doesn't reach $100, you simply collect the premium about $930 per 1,000 HYPE (~18% APR). If HYPE does hit $100, it's effectively the same as selling your tokens at $100. Painful, but at least we finally get a 3-digit HYPE price.

Why did Hyperliquid do a better job pricing the SpaceX IPO than the legacy underwriters? @HypeStrat CEO @dschamis weighs in. https://t.co/vuwI3pBKOA