scarface

Holder. You can't win the lottery without buying a ticket. NFA. La passion — Hyperliquid.

[scarface @0sumgme]

The spaces with the Jupiter Hacker was hilarious what a legend.

[Caramel @CaramelCoffee]

HYPE bottom. $100 next 🚀🚀🚀

[Hans @HansonBirringer]

This post blew up. For comparison, Hyperdash users are up $18.5M all-time, with lower fees, higher win rates and fewer liquidations than every app we tracked.

Our team has been hard at work building every tool you need to trade smarter, from liquidation heatmaps and
position changes to advanced execution algorithms.

I'm breaking down how to use each one in a new educational series, starting with how to read our liquidation heatmaps 👇
https://t.co/kE8vkOj4MH

[GhostMMXM @GhostMMXM]

$HYPE // Watching for the Continuation Purge to play the last leg in bryptos most elite MMXM at the moment.

[Jelle @CryptoJelleNL]

$HYPE is testing the 100-day EMA again and, so far, is bouncing off it.

Went lower than I expected, but so long as it holds those June highs, the long-term picture remains unchanged.

Should've TPd $97 instead of holding out for $100, but whats done is done.

Letting it ride.

[Piv○t @Pivot922]

If you are sidelined hyperliquid:native and are looking to get exposure

Frok has a plan

[Hyperliquid News @HyperliquidNews]

Following the recent hyperliquid:native price drop, hyperliquid:native now has the lowest P/E ratio among its "competitors", at just 20x.

Even so, none of these "competitors" is positioned to become the blockchain to house all finance.

[Wals @walsxbt]

Things to buy in life at each financial level

10k:
- buy a laptop, a desk and some $HYPE

25k:
- upgrade your work set up with ergonomic chair, monitors, keyboard, mouse etc
- buy a high quality mattress
- buy $HYPE

50k:
- buy a shitbox car if you haven’t had one yet (100% cash of course)
- upgrade lifestyle by finding hobbies that require some capital like skiing or snowboarding
- fancy electronics that improve your life in moderation
- buy $HYPE

100k:
- Gucci and Balenciaga
- Louis Vuitton
- new car
- luxury vacation
- regular fine dining restaurants
^ retards buy things above when they have a little bit of money to prove something to others while keeping themselves enslaved
- smart men buy $HYPE

250k:
- can treat yourself to a nicer car if you desire and spend more on experiences and vacations
- if currently renting, start looking at real estate down payment if that was the goal
- $HYPE in portfolio is obligatory

500k:
- golf clubs
- you can even afford a PS5 Pro or iPhone Duo
- multiple vacations a year
- tons of $HYPE

1 mil or above:
- still driving a beater because you realized that financial freedom is the most important thing and not the luxuries to impress others
- $HYPE folio enough to feed generations

[Didi @DidiTrading]

> Papertrade goes live ✅
> 99% cant open position ✅
> the 1% who can are $899M net long ✅
> Crypto pumps 0.5% ⌛️
> House cant pay winners ⌛️
> new users see this, dont enter ⌛️
> $PAPER rewards dont cover minting cost ⌛️

everyone loses money?

[DCF GOD @dcfgod]

The guy that does so much diligence he sent a staffer into the Strait of Hormuz to literally look at the ships

Just put @DeriveXYZ as his #1 crypto bet

After being one of the earliest in the tradfi ecosystem to pick up on hyperliquid

Respect to @citrini 🙏

Note: dcf cap holds ethereum:0xb1d1eae60eea9525032a6dcb4c1ce336a1de71be

[marlon @momilio]

After some pondering, I ended up increasing my DRV exposure today (NFA). Here's why:

Market totally reads the headlines wrong. Partially because of redacted headlines that are plain incorrect. Jeff never said they will build onchain options themselves (my take remains correct), but appealed to builders to take a look at this market since he sees it as a massive opportunity.

There are some cool payoff structures you can create with HIP-4 (binaries obv, capped straddles, spreads etc) and it will help hedge delta / positions on HL.

BUT naked options and atomic multi-leg settlements aren’t feasible with HIP-4.

I'm bullish HYPE for a multitude of reasons, but we need some type of infra upgrade to make direct competition with Derive and Paradex more viable. Can see that be HIP-5 / an infra upgrade specifically for options.

While traction is yet to be proven, Hypercall is also interesting here. With their infra, it's already possible for them to tap into HL’s OB via core writer.

So using a workaround, it's possible to build options on top of HL without necessarily waiting for an infra upgrade. It’s currently just very annoying and traction remains to be proven.

And the downside of Hypercall’s integration is that the option markets aren’t directly deployed on HL, so they won’t be tradable through HL’s frontend, meaning they can't tap into HL's distro. This won't change until either infra changes or HL decides to integrate them.

Overall this is bullish for all projects currently competing in onchain options (namely Derive and Paradex) because it puts options trading at the forefront of HL traders' minds, and these products are currently the only way to trade vanilla options

today was net positive for the sector, it's great to see my onchain options thesis being validated by Jeff

[scarface @0sumgme]

Sminem looking good

[Tulip King 🌷 @tulipking]

Options supercycle. Derive!

[benjii @benjii]

https://t.co/3pstR7U2nJ

[scarface @0sumgme]

@munchPRMR Soon

[Richard Z. Ptardio @RichardPtardio]

Hyperliquid, gentlemen.

[HYPEconomist @HYPEconomist]

they gave you so much time to buy ethereum:0xb1d1eae60eea9525032a6dcb4c1ce336a1de71be

onchain option season

[0x23.hl @0x23__]

hyperliquid:native holder

[⚔️ Mojo.eth 🔴 @mastermojo83]

After some long discussions with my quant, we come to the conclusion that base:0x9d0e8f5b25384c7310cb8c6ae32c8fbeb645d083 at $0.39 is ethereum:0xc011a73ee8576fb46f5e1c5751ca3b9fe0af2a6f on June 1, 2020.

@DeriveXYZ is a once per cycle event 💎

Not a vibe. The sequence matches.

@synthetix ICO’d, dumped ~95%, sat ignored, then DeFi Summer hit and it went $0.80 → $28.77 in 258 days.

base:0x9d0e8f5b25384c7310cb8c6ae32c8fbeb645d083 already did the first half of that tape:
• TGE Jan 2025 ~$0.18
• Apr 2025 washout $0.0122 (−93%)
• 17 months later, ~32x off the low

That puts today at the start of SNX’s DeFi Summer leg, not the end of it. Copy the SNX clock onto today’s date:
21 Sep 2026 → $0.39
20 Oct → $0.96
20 Nov → $1.91
21 Dec → $3.58 (the Summer high)
20 Feb 2027 → $1.47 (yes, a −59% flush still “on path”)
6 Jun 2027 → $14.03

$14 is not a two-month target. It is 8 months and 16 days on the 2020–21 map.

Christmas analog is ~$3.60.

The $4 → $14 bit was two weeks of 2021 melt-up.

Why this isn’t just chart porn:
- Derive already has ~95% of onchain options premium.
- Onchain options are still only ~4% of Deribit.
- Hyperliquid proved what happens when a venue actually takes CEX flow.
- Options have not had that moment yet.
-Token is still a ~$290M coin on ~$8M annualized fees. That is not a “priced as the venue” multiple. HYPE is priced as the venue. DRV is still priced as a forgotten DeFi ticker.

The part I don’t think is in the number:
-funds and desks are still offside,
-V3 is about to put the product on Ethereum with vaults, and AI turns “delta/vega/strike” into “sell the upside, keep the yield.”
- SNX never had a distribution channel that made synthetics easy. Options finally might.

If the fractal is real, you don’t need $14 this quarter.
You need it to hold the $0.28–$0.35 shelf, reclaim $0.58, and start printing the Summer tape into year-end.

$14 on this map is 6 June 2027.

A $10B circulating options venue. Only clears if onchain options take a real bite of Deribit.

Not financial advice. The 2020–21 liquidity regime was a once-per-cycle event. Size for the $3.60 path and the $1.47 flush. Treat $14 as the blow-off, not the base case.

Year of the Fire Horse 🔥🐎

[DCF GOD @dcfgod]

gm @DeriveXYZ just had its highest volume day ever

over $500M notional today

the hyperliquid of options is here

note: dcf cap holds base:0x9d0e8f5b25384c7310cb8c6ae32c8fbeb645d083

[Derive.xyz @DeriveXYZ]

A big Derive week. Get involved.