Outperform $HYPE with a beta play?
here is an updated list of options in the hyperliquid ecosystem:
$KNTQ - outperformed, has become the #3 global LST, grew organically the HL way
$NEST - Nest was the strongest outperformers, the metadex or aero of HL
$PURR - Held well as a memecoin, but did not outperform Hype significantly
$HPL - Hyperlend's TVL grew proportionally to the growth of Hype, but $HPL token remained valued the same.
$ALT - Did not perform well, will altcoin meta be revived with new tickers and a strong runner?
$SWAP - Has good volume for DEX on HyperEVM & TVL at 19M
$BUDDY & $JOFF - Strong OG memecoins on Hyperevm
Hyperliquid NFTs - Join for the culture, perks, and perhaps gains
See you in the trenches, or just get a Hype LST and relax.
Been thinking about hyperliquid:native at $72 and the more I think about it, the more obvious the trade becomes.
Most people still regard Hyperliquid as a "perp DEX" that could "maybe kill Binance".
Hyperliquid is absorbing so many businesses, it's crazy to actually list them all.
Start with CEXs, the obvious play that everyone knows.
There is no reason to touch a CEX in 2026 anymore, the market has already acknowledged that.
CZ knows he's cooked and Binance won't survive, which is why he tried to make Aster a success. FAILED.
BNB to be absorbed alone is a $95b valuation that HYPE could eat.
But Hyperliquid is a far better product than CEXs, everyone knows that at this point.
On Hyperliquid you can deposit and withdraw spot tokens freely.
No "we've paused withdrawals," no proving your funds exist, no need to pray the exchange is actually solvent.
Binance, Coinbase, the whole cartel, they're offering a worse product with more counterparty risk. That entire business is getting absorbed.
Then the next play is HIP-3..
Permissionless markets, any asset, instant settlement, plugged into billions in existing liquidity.
Equity perps, treasuries, RWAs, all live.
The entire tradfi stack is coming on-chain, stocks, bonds, commodities, FX etc.
And it's settling on Hyperliquid, this is ALREADY HAPPENING.
Onramping to Hyperliquid is easier than a brokerage.
If you have ever tried opening a brokerage account in 2026 you will know what I mean.. the endless questionnaires.
Risk "appropriateness" tests, settlement delays, NO TRADING ON WEEKENDS OR AFTER-MARKET HOURS EVEN.
Hyperliquid is 24/7, settles instantly, and your margin actually earns.
It's a strictly better product.
It's only a matter of time until tradfi gets their lunch eaten, ALL BROKERAGES WILL DIE AT THE HAND OF HYPERLIQUID.
Then HIP-4 dropped and went straight for prediction markets.
Polymarket and Kalshi, fully onchain, with orderbook depth they can't match.
Still early phases I admit but so was HIP-3 when it first came out and now it does billions of volume daily.
So actually add up the addressable market.
Every centralized exchange, every prediction market, every sportsbook, every stock broker, every futures and FX venue.
What could the potential valuation of hyperliquid:native be?
TRILLIONS.
It's a business with a truly infinite upside potential/ceiling for once, it's extremely hard to find anything similar to it.
The last real bear case was legal risk, I could understand that.
But that's GONE NOW.
The CFTC has cleared the path, Hyperliquid is operating fully legal.
And the core reason it wins: composability requires shared state.
You can only build money legos on one execution layer.
Not across a dozen fragmented chains and bridges that turn into attack vectors.
Ethereum set out to be the settlement layer for all of finance, it couldn't execute.
Hyperliquid is becoming exactly what ETH was supposed to be.
The best products win in the end.
All roads lead to hyperliquid:native.
My full conversation with @ChrisCamillo
1:20 How I discovered Chris Camillo
0:33 World's first narrative trader
8:05 Why you need to call your trades
10:13 Making 70% a year for 20 years
14:03 The Michelle Obama dress trade
17:00 Trading Damn Daniel
21:34 What hedge funds get Wrong
33:15 IRL trade research
49:01 Trading the iPhone launch
56:36 The female edge in trading
1:02:19 Trading the Swatch AP
1:16:38 Chris's worst trade
1:26:20 Crypto traders can crush the stock market
1:37:33 Not selling Amazon
We are in the middle of one of the greatest wealth creation events in human history.
And it’s getting late.
Let me put this in perspective.
The pattern has repeated 3 times since 1900.
The market grinds higher for 15-20 years.
Builds enormous wealth.
Then flatlines, resets, or crashes.
Sits dead for a decade or more.
Then a new multi-decade bull run begins.
Bull Run #1 – 1949 to 1966
Came out of the ashes of WW2 and the Great Depression.
17 years. S&P compounded at 11.4% per year.
Total gain: over 500%.
Then 1966 hit. Stagflation. Vietnam. The Fed tightened.
The next 16 years – 1966 to 1982 – the market went essentially nowhere.
Flat. Bleeding. A generational dead zone.
Bull Run #2 – 1982 to 2000
Volcker killed inflation. Valuations were at multi-decade lows.
The Dow went from 776 to 11,722.
1,409% in 18 years.
Then the dot-com bubble burst in March 2000.
Two crashes followed. The S&P delivered -3% annualized from 2000 to 2009.
Another lost decade.
Bull Run #3 – 2009 to now.
March 9, 2009. S&P bottoms at 676.
The world looked like it was ending.
Since then – over 940% total return.
14.55% per year on average. For 17 years straight.
The COVID dip in 2020 was the first real scare. Recovered in months.
Every correction got bought.
Every dip felt like the end. None of them were.
Until one of them is.
The last two secular bulls lasted 17 and 18 years.
Both ended when nobody expected it.
Both ended with euphoria at the top.
We are 17 years in.
AI is real. The earnings are real. The momentum is real.
But so is the valuation.
So is the leverage.
So is the retail participation.
The fuel that drives a bull market to its peak is the same fuel that makes the crash brutal.
Risk/reward from here is the worst it’s been since 2000.
You’re not being paid enough to take on full exposure right now.
A 10% upside from here vs a potential 30-40%+ drawdown if the cycle turns?
The people who got destroyed in 2000 and 2008 weren’t idiots.
They just didn’t have dry powder when it mattered most.
Dry powder is not dead money right now.
It’s optionality.
It’s the ability to buy at prices that don’t exist yet.
It’s what separates the people who survive the reset from the ones who need 10 years just to break even.
The pattern always completes.
The question is whether you’re positioned for what comes after the top, not just before it.
Stay sharp. Protect the gains. Keep powder dry.
History doesn’t lie.
I will share a full report on this later.
Notifications ON, this is very important.
JUNE 2028.
The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation.
What happened?
https://t.co/JzzwCrbJgS
I have built the future
I'm now running 3 of the most powerful AI models in the world on my desk, completely privately, for just the cost of power.
3rd 512gb Mac Studio is in (Apple reached out and lent me the third one! Thanks Apple!)
Here are the models I'll be running:
• Kimi K2.5 (600gb across all 3 studios via EXO labs)
• MiniMax 2.5 (120gb on one studio)
• Qwen 3.5 (220gb on one studio)
• GOT OSS 120B Heretic (60b on one studio- completely uncensored 😈)
3 ultra powerful models coding, writing, researching, reading your posts, 24 hours a day. 7 days a week. Nonstop.
Running across 4 OpenClaws on 3 Mac Studios and a Mac Mini
A few use cases I have set up:
• Kimi K2.5 reading feature requests for Creator Buddy and building out the feature requests autonomously. My own personal product manager
• MiniMax 2.5 reading Reddit all day, looking for challenges to solve. Then building prototypes for me to review every morning. All autonomously.
Qwen 3.5 hitting the X API every hour to see top trending posts in AI and vibe coding. Turning those into video scripts for me to review hourly (this has already built me one script with over 100k views on YT)
Unlimited economic power just sitting there. No cloud APIs. No crazy API bills. No tech executives reading my logs. Totally customizable and private.
This is the future. I'm just showing it to you before it arrives
I've used OpenClaw for over 210 hours the last month
More than anyone on Earth
In this video I go over EVERY single lesson I've learned about OpenClaw.
From set up, to use cases, to why VPSs suck, to security. Everything
The only OpenClaw video you'll ever need is here:
If you’re over 18 years old,
You can’t afford to miss this.
The next 6–12 months are the most important of your life.
Why?
Because the market is setting up the greatest wealth transfer in history.
Most people think the pain is over.
THEY ARE WRONG.
Stocks are still at the most overvalued level in history, and the stress is intensifying.
Bitcoin has not officially bottomed yet.
We are likely staring down one final, brutal flush.
If you are dollar-cost averaging here,
That’s not a mistake.
Bitcoin is currently one of the most undervalued assets in the world.
Accumulating slowly is a smart play to hedge your risk.
If BTC drops below $60,000 and stays there for a while,
I’m buying every day.
But do not fire all your bullets yet.
You need to keep the heavy artillery ready.
Because this final crash?
It will be the generational buying opportunity you’ve been praying for.
DON’T WASTE TIME.
Stack cash. Prepare your dry powder.
This kind of setup doesn’t come very often.
If you’re reading this, you’re not late.
You are early in the accumulation phase.
I don’t track prices, I track sentiment.
I wait for maximum despair.
That’s how I was able to buy every bottom and sell every top over the last decade.
When the real bottom hits and I deploy a LOT of my capital, I’ll say it here publicly.
A lot of people will regret not following me.
Threadguy reveals that the top 10 developers on Roblox are making over $38,000,000 a year
“Brother, the top 10 developers are making NBA money, they’re making Patrick Mahomes, Lebron James type of money”
how to achieve financial freedom:
1. get a job
2. stack money, live smart, below your means, save money
3. health max, make sure you have as much energy as possible
4. don't waste time and energy, any extra time, dedicate it to learning new skills, building out side hustles, playing with passions
5. grow your side hustle until it becomes a business
6. stay grateful for your job, keep taking care of your responsibilities
7. keep going hard on side hustle until you see how switching one hour of work has higher roi on the other side
8. max out both, don't get sick, try not to burn out
9. finally make pivot, quit job, give everything to side hustle
10. keep expenses low, max profit, scale without losing quality
11. build out systems, hire the top talent, grow together
12. put extra money away at 3%-7% a year, $100k = $3k - $7k, $1M = $30k - $70k, $10M = $300k - $700k, etc.
13. keep growing business, evolve, level up
14. alongside savings and compounding, set aside $ for "higher" risk investments
15. make sure everything you aligns with each other
16. live off 3-7%, + continue being an extremely cash flow positive business and individual
17. have fun, keep taking care of your health
18. diversify into real world assets, real estate (if you want), and always into yourself
19. buy bitcoin, have some in CEX, some in cold storage
20. life max, improve health, make all systems more efficient
21. have fun x 100
financial freedom
also please be mindful that not everyone is meant to be an entrepreneur and their own boss
this list is for those that are
Cheap optimal self best habits:
1) go for multiple walks a day
2) read physical books
3) lift weights
4) get 7-8 hours of sleep a night
5) keep a journal
Will put you ahead of like 99% of the population in like every metric if you can consistently do these things
Easiest ways to get rich:
1. Sell men lust
2. Sell women beauty
3. Sell parents peace
4. Sell kids dreams
5. Sell the rich safety
6. Sell the broke hope
Same game. Different packaging.