Hyperliquid (HYPE)

$HYPE / $USD - Update Still looks weak despite the big pumps on BTC yesterday, so i still lean towards further downside if you cannot flip the high at $67. No entry yet for me. https://t.co/mC7vmT3fRP

According to on-chain data, the "revenue‑generating" and "money‑making" sectors and projects; As you know, the most important thing in this period is that a project makes money. 1- Decentralized exchanges and order routing As you know, futures trading, which is the main driver of volume and real revenue, has been ongoing for the past 2–3 years. In this sector there is a $HYPE giant that operates its own order book, routing and execution on the network. Because it does everything itself, expense items remain low. $DRIFT and $JUP dominate Solana liquidity. We know that transaction fees here are distributed to network users and stakers. DRIFT was hacked recently, but if they can recover or at least re‑brand themselves, the situation could change; otherwise it may become trash over time. 2- Capital efficiency, borrowing instruments As you know, the cash waiting idle in the system and market is not left unused. The two most important actors here are $AAVE and $MORPHO, which can be thought of as the central banks of the crypto ecosystem. They have overlapping activities as well as distinct ones. While AAVE dominates overall market liquidity as a provider, MORPHO maximizes capital efficiency by developing autonomous borrowing pools. This was such a novel development that I was excited about MORPHO months ago. They achieved this by leveraging the BASE network – a very good job. If institutional capital is to be collateralized in the future, the system will do it through these two projects (provided they survive). 3- Synthetic dollar and yield‑splitting systems Real yield, as you know, comes from systems that minimize risk and maximize profit, even when taking a trade we pay attention to this. Even though I don’t necessarily like or prefer it, Ethena ($ENA) currently provides a substantial stable‑coin inflow on paper via its futures‑side funding rates (I’m not recommending it because I was responsible for the October 10 event). On paper everything looks good for this project, but by crypto’s nature it isn’t sustainable. What interests me more is $PENDLE, a protocol that can separate on‑chain returns into principal and interest. These two separated pools create a hedge area for institutional capital against inflation. Other projects that do this work will also generate business. So it’s not just PENDLE; any A, B, C projects that can develop the same model will do work, similar to the model that followed AAVE. 4- Infrastructure and RWA There are several dinosaur projects that form the backbone of cash flow, friends. Leading among them are $SKY, $LDO, $UNI. LDO captures fees from the security layer of the ETH network, while SKY (the old MKR) aims to pull cash from the external market worth trillions of dollars by holding bonds on‑chain. UNI is already the father of decentralized exchanges (spot‑meme‑shit) and plans to increase and distribute revenue with new updates. In the RWA space, the $ONDO project has utilized/uses its revolutionary potential. It is an institutional bridge that transfers treasury bond yields directly on‑chain, a project at the peak of capital efficiency. In the area of special loans we have $CFG. It tokenizes real‑estate or institutional transactions and issues loans via DeFi. It is a protocol especially used by large projects to earn extra revenue. I mentioned this project a long time ago and have taken profit on the majority I held. On the infrastructure side, $LINK sits at the foundation of all these businesses, just as it does for everything else. When we talk about cross‑chain banking – price oracles, transfer infrastructure, etc. – LINK’s signature is present. Does this project have equivalents? Of course. PYTH, API3 and the like exist, but none are as large as LINK yet. The projects I mentioned have already established themselves in the market, though there are certainly newer or rapidly growing projects that might be better. We know, when discussing MORPHO only about 15–20 people were aware of it and its market cap was only 50‑60% of today’s. There’s also the experimental $WELL, which has only the path of disappearing or becoming legendary. That’s why I focused on the more established, proven projects.

The market isn’t always rational. OGAudit lets users compare community sentiment with audit based trust scores, helping identify when hype and conviction may not be pointing in the same direction. Explore these features and more here: ogaudit(.)com/crypto/hyperliquid-hype https://t.co/GLdgTmqaEb

Arthur Hayes Exit Liquidity – June Report Arthur Hayes started shilling what he called his "Holy Trinity" coins: $HYPE $ZEC $NEAR He predicted $150 for $HYPE and even published a Substack post promoting it. A few days later, Arthur sold all three "Holy Trinity" coins. He then shilled $WLD, posting: "This shitcoin is going to moon." Three days later, Arthur announced: "I'm out." Next came $CARDS. He predicted a $4 price target, saying: "The price will be pamping." Just one day later, a wallet linked deposited 1.9M $CARDS to an exchange. This isn't new. In 2024, Arthur heavily promoted $ENA. About an hour later, he deposited $8.4M $ENA to a CEX Arthur's BitMine, has also been accused of operating an insider trading desk, price manipulation, and insider trading. He is now actively promoting $SYN, which will probably make it into next month's report. 😂 Arthur Hayes continues to use his followers as exit liquidity under the guise of simply sharing his "market views." With a following of his size, he should be far more careful about what he promotes but that doesn't seem to be the case. The difference between Arthur Hayes and James Wynn is simply how they package their exit liquidity strategy. Stay smart.

This is 100% spot on correct. Tokens and equity cannot, and should not, coexist. https://t.co/uxnXjtX3oJ

$1.97B of stock perp volume on hyperliquid yesterday new ath, 5x growth in just three (!) months insanity https://t.co/haSCjJWCfF

what happens to hyperliquid if tokyo gets hit by a megaquake? i dont think enough people are pricing this risk.. https://t.co/8WUfdrkYcD

$hype community is only loyal as long as Hyperliquid keeps performing. watch them flee to the next big thing, whether that's $LIT or smth else communities aren't real. they're profit hungry mercenaries. memecoins proved that

🚨 hyperliquid:native is still on my radar. Let me also say why I haven't bought. Chart is strong. Buyback mechanism is working. Project growth is impressive. But there is a huge red flag for me. Only about 25% of total supply is circulating. Moreover, the next big unlock will happen on July 6. Therefore I am not ignoring the short‑term sell‑pressure risk. I made the same mistake in 2024 with $MANTA and $TIA. Even though they are strong projects, the large amount of locked tokens exerted significant pressure on price over time. So I won't make that mistake a second time. I continue to watch HYPE closely. However, I am not ignoring the big unlock risk. You must pay attention not only to the chart but also to tokenomics. #HYPE #Kripto #Altcoin #Crypto #Trading