Biggles.hl

On-chain research. 787 pilot with Lad and Pip. Believe in something ~ Hyperliquid

[Biggles.hl @BigglesMac]

Highperliquid

Singapore ~ Vancouver

[Biggles.hl @BigglesMac]

@MarioMetalor @coinbureau Down only isn’t an incentive?

Ghost chain

[Clemente @clementetv_]

Owning hyperliquid:native is like finding the perfect girl after getting cheated on for years

It feels too good to be true.

You've gotten hurt so many times - why should this time be different?

But she's perfect.

Token buybacks. A founder that cares. True PMF. Price goes up.

She treats you right.

So you let yourself believe one more time.

And you hold.

Because what's the point of all of this if you don't believe in something?

[PerpetualCow.hl @PerpetualCow]

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.

[Biggles.hl @BigglesMac]

@RespecttheCycle @AlexesNakamoto In fairness his banana zone thesis is very much playing out across equities.

It was not a crypto-only thesis, it was a tech as well, and that very much has banana’s

[Hyperliquid Canada @hyperliquid_ca]

The moment you Canucks have been waiting for — Hyperliquid comes to Toronto 🇨🇦

A community gathering for builders, traders, and believers in Hyperliquid alongside the @Futurist_conf

Brought to you by @HLglobal_

🗓️ July 21, 5-9pm
📍 Toronto, Canada

RSVP below

[Biggles.hl @BigglesMac]

@saylor @Strategy @grok is there any further context or information on @x saying the length of term that Strategy’s bonds that he’s buying will have?

[aaalex.hl @aaalexhl]

Tradfi posting Hyperliqud charts

Welcome to the new world

[Biggles.hl @BigglesMac]

@matthewabides @zachxbt Turns out not only is Zach the Batman of crypto he is also a chad athlete with a chiselled jawline

[Biggles.hl @BigglesMac]

@0domart @privy_io I have had countless problems with privy over the years

[Biggles.hl @BigglesMac]

@MadVincent666 @FabianoSolana Fuck no

[ryandcrypto @ryandcrypto]

coinbase - "so what's the pitch"

jeff - "you give us $200m a year"

coinbase- "ok what do we get"

jeff- "you get to watch us burn it"

coinbase - "deal"

hyperliquid

[Biggles.hl @BigglesMac]

@christoshi_ @VitalikButerin “Why is it okay to eat plants and not animals”

[Sterling Crispin 🕊️ @sterlingcrispin]

A simple life hack is to tie your emotional wellbeing to numbers on a screen, for example:

- Chart good, number go up, feel good. Life is good.

- Chart bad, number bad. Feel bad, awful. Want to die.

You don't need to regulate your emotions. Let the prices do it. Start today.

[Biggles.hl @BigglesMac]

@ChainLinkGod @myhaxdontwork @mrcheapsuit @nullpackets @The_DTCC @chainlink How very cypherpunk.

Down 4%

[chase @therealchaseeb]

HL gang seems upset that Solana launched a good perps product that is getting attention.

Should have stayed silent.

This is the FUD we needed.

This is where we thrive.

[Biggles.hl @BigglesMac]

I mean the story is simple. The founders took the community for granted and nuked what they had.

Another one for the archives. Backpack may find pmf (I wish them luck) but they won’t have a real community backing them anymore. Gl out there coach. He fucked you over more than anyone

[Biggles.hl @BigglesMac]

@christoshi_ @VitalikButerin This question is nearly retarded as the people who are bothering to answer you

[Outcome @Outcomexyz]

@Sychype every month Hyperliquid becomes harder to compare to anything else

[Biggles.hl @BigglesMac]

@vibhu @MavenHL

[Biggles.hl @BigglesMac]

@vibhu @MavenHL wow haven't seen that yet. Zeta and Mango investors also would love Toly to shill their product pretty plz