I still largely believe that most are seriously underpricing Hyperliquid’s fee earning capacity over the next 24 months
- AQAv2 literally scales with stablecoin supply on hyperliquid, with a massive TAM ceiling. (Binance has like $80B+)
right now this adds about $200M a year but expect this to rapidly go up as stablecoin supply goes up
- Priority fees roughly make up sub 2% of total fees. On other L1s they make up > 65% to 85% of total chain earnings. for Hyperliquid, i think 20% is a decent estimate. This would add another $150M+ imo
trading fees + stablecoin monetisation + priority fees will net Hyperliquid over a billion dollars over the next year at a base case.
hyperliquid
Imagine waking up tomorrow and hype is at zero
Just imagine. Not just a thought, just really imagine and feel how disappointed and sad you would be if it all went to zero
Would you not feel better if at least you had taken some profit out?
Very important: i am absolutely not saying this will happen. Not at all. I am not a party-pooper. So no need for dumb replies. But it remains a crypto-project and we have seen with countless coins and projects what can happen. I truly hope it will keep going up and will be a massive success, but one cannot ignore this possibility. This is crypto after all. So again, if you have life-changing profits, take at least some of them
Next level deeper
Hyperliquid is just binance 2.0 without a marketing team and has made 1000s of technical decisions that work well in a centralized setting and won’t work at all in a permissionless decentralized one. And now they’re many steps behind
And also no real American company will ever work them now
Try to read and think!
@vivideonic i copytraded Loracle and i went full port short on $HYPE with 2x leverage that will completely liquidate me and lose all my life savings if price reaches $69
i dont know what to do please help me i beg you .hl people stop buying i cant anymore u won i admit it pls stop