Hundo

Leader of the Hopium Smoking Smol PPE Financially Submissive Enthusiast Club

[Hundo @BillzSmall]

I've been crowned Leader of the Onchain Hopium Smoking Small PPE Club on @friendtech

[Aggr News @AggrNews]

CITRINI PROMOTES HYPERLIQUID IN LATEST POST, CALLING IT THE ANTIDOTE TO FTX'S FAILURE: SUBSTACK

[Hundo @BillzSmall]

Still room to grow it seems.

Hyperliquid.

[TheBigBerbowski @TheBigBerbowski]

@jukan05 What the hell is hyperliquid and why should we care?

Give me the dip on SK Hynix.

[Hundo @BillzSmall]

This man has positioned himself as "Us Retail' vs "institutions."

Similar to BTC's original ethos

Then there are people hating on him and they're still positioning themselves as PvP.

[Serenity @aleabitoreddit]

Sigh.

I keep telling retail + Swedish Hedge Funds how important $SIVE is to CPO, but people don’t listen.

Enough retail holders got shaken off, and
now JP Morgan managed to buy up a massive stake in Sivers (purely institutional).

JP Morgan went from .4% ownership last month to 5%+ ownership this month…

[Hundo @BillzSmall]

Wow.

[Alex B 👾 @bergealex4]

holy fucking shit ahahhahaha

[Hundo @BillzSmall]

If only hip-4 @Outcomexyz was available...

[Flood @ThinkingUSD]

Will bet any amount of Money Hyperliquid flips Solana price by end of 2026.

[303 @phonkdart]

I was laid off by Wintermute over the weekend.

I ran the $HYPE OTC book. There's none left.

[Arthur Hayes @CryptoHayes]

Hey @KyleSamani maybe you were busy last time I pinged you. Let's do a gentleman's charitable bet. I put $100k on the line to a charity of your choice that $HYPE outperforms any other current top ten crypto in USD terms from now until year end. Who is your champion?

[Hundo @BillzSmall]

Sell in may and go away??!!

[NoLimit @NoLimitGains]

Berkshire Hathaway is preparing for something.

[Hundo @BillzSmall]

After my wife's bf goes, it's my turn.

I will indeed be the 2nd coming and you better believe I will be yelling $HYPE as I finish.

[Udi Wertheimer @udiWertheimer]

i think it’s great that hyperliquid exists but the bullish takes on X over the past week or 2 have transcended beyond all levels of retardation

guys it’s a great app yes. it’s not the second coming

[Capital Flows @Globalflows]

I want to explain the most misunderstood factor for Hyperliquid. If what I lay out is going to happen, the price will easily go to $350 this year. 🧵

Right now, everyone is overly fixated on the launch of the ETFs. The Hyperliquid ETFs are a drop in the bucket for the wall of capital that is going to hit the market

This is very straightforward if you understand global interest rates, fx, and the supply of money in the system. Most people have ZERO clue about how these markets function because they have never traded G7 rates. People think they understand liquidity because they traded Bitcoin during a dollar devaluation narrative but when asked about the most important input into macro liquidity, interest rates, they have no clue.

It is IMPOSSIBLE to have a view on macro liquidity and money in the system without understanding interest rates. These are two sides to the same coin.

Let me lay out this thesis very simply: 👇

Interest rates are all about the price you pay for money in the system. FX markets are the flip side of the coin, which is denominated the actual currency you are borrowing relative to other currencies and their respective interest rates.

Why does this matter for Hyperliquid? Because the largest markets in the world are all about interest rates and FX. Bitcoin and crypto are a drop in the bucket for large players who are managing massive balance sheets. If Hyperliquid can provide enough value via liquidity and low-cost leverage, then the largest players in the world will start moving more capital onto the platform to transact in the most important markets, interest rates, and FX.

Simply put, if you have enough liquidity on your platform, the price you pay for leverage can be LOWER than what you might pay somewhere else. Simple example: If you need a mortgage for your house, you are going to try to get the best rate possible. This is you trying to find the "cheapest leverage" possible in the system. If someone offers you a lower interest rate, with no trade offs, people will take it. Many brokerage accounts compete with each other on the margin rates you have to pay in order to use the firms margin.

The same dynamic is true for Hyperliquid. If they can provide attractive margin rates (or what we can funding rates on Hyperliquid), then this is the real value proposition for Hyperliquid. While everyone is focused on ETF flows, you want to ask what are the drivers of value that would catalyze the flows of the largest players to begin using Hyperliquid every single day.

Clearly, the regulatory constraint is holding capital back like a dam holding back water that wants to pour into a new market. But the most important thing to understand is that if the funding rates for interest rates and FX are low enough on Hyperliquid, this begins to attract capital from the largest players in the world. This especially attracts capital from the entire Eurodollar market that is constantly trying to hedge the surplus of dollar liquidity that is in the system due to the dollars reserve currency status and the historic level of trade the US has conducted which has pushed an unprecedented level of dollars through the entire system.

This flow mechanism connected to the larger macro picture is WHY I am so bullish on Hyperliquid. Notice that functionally, no one else has talked about this. They think this is just the regular "crypto cycle" where you buy momentum and fade the price once everyone starts talking about it on the timeline.

The place we are at with Hyperliquid is actually taking advantage of the biggest blind spots for both people in crypto and people in traditional markets. Crypto people have been conditioned to just think in terms of pump and dumps instead of value creation and flow mechanics in the global interest rate complex. Traditional finance people have functionally dismissed crypto as something that is worthless because no one has really provided true value that has lasted.

This is why I wrote this article on the blindspot that existed earlier this year, before Hyperliquid made its massive YTD rally: https://t.co/7E8bMaWOP6

There is a reason that no one is talking about these mechanics. The crypto influencers or VC establishments won't talk about it because they didnt get to invest in Hyperliquid before it launched or get a crypto allocation to schill. On the flip side, the largest institutions won't talk about Hyperliquid because they dont want to draw attention to a market that they havent established a dominant positioning in yet.

"Do you mean to tell me you've finally established a position, so you can price mine?" - The Big Short

My job is a trader. I get paid to hold risk and I have established a position in $PURR which is the largest Hyperliquid treasury company and the only treasury company in the world with a positive P&L right now. It is up over 140% since I originally published the view (see my pinned tweet). But we have only just begun to price what is possible for Hyperliquid and what is possible for $PURR.

Once you realize that Hyperliquid sits in a massive gap in the tradfi and crypto space, then you will realize why $PURR sits as the bridge to BOTH of these.

I continue to hold my $PURR position and it is my strong conviction that Hyperliquid will have a significant rally beyond anyone's expectations and $PURR will be the direct beneficiary of this in addition to adding additional shareholder value on top of HYPE returns.

There are several things that you need to know in order to navigate these changes in Hyperliquid:
1) Understand that we are in a credit cycle melt up that in its very nature is currently sowing the seeds of its own demise. None of this will end well given the amount of liquidity that is in the system but first we are melting up MUCH MUCH HIGHER.
2) Hyperliquid underlying drivers in its value proposition that could catalyze capital aggressively moving onto the platform to access cheap leverage.
3) All of the signals for positioning in global risk assets, interest rates, Hyperliquid, and $PURR.

I will be providing an entire playbook for #1-3 in a livestream tomorrow at 8:30am MST. You will walk away with a playbook for the credit cycle, a model with the code included on mapping funding rates on Hyperliquid, and Tradingview models for monitoring the positioning signals. This will be 100% free for everyone who is a subscriber here. I will send out the links tonight and resend them tomorrow morning so no one misses it: https://t.co/rpJr1XL6FO

Below, I will link the most important tweets and videos I have done thus far that you should review before the livestream tomorrow

Welcome to global macro

HYPERLIQUID

[Krugman (on socials break 🌚) @krugman87]

Really, really major bottoms happen when almost everyone agrees there's no reason for said asset to ever pump again.

Uranium in 2019, dead. Useless. We will never again need antiquated, risky energy tech like nuclear power plants.

Gold... a laughable rock, good for party tricks and pet rocks. Actually useless. Throwing shade at Peter Schiff is the easiest game ever.

Now it's the last resort against out of control government spending and everyone is scrambling to own some.

Case and point: when the world is telling you that the crypto experiment is over, never to rise again, and you yourself even start to believe it, that just means were building crypto's equivelant of uranium and golds secular bottom before a truly amazing run that leaves the masses stunned and sidelined.

[Hundo @BillzSmall]

80x

[il.hl @hyperliquidmax]

Hyperliquid now has more BTC liquidity than Binance.

The world's largest crypto exchange. Beaten. On its own product.

And that's not even the most insane part of today's data. 👇

📊 Hyperliquid Dashboard — May 30, 2026:

BTC Orderbook:
▪️ HL near-mid depth: $72.4M (983 BTC)
▪️ Binance near-mid depth: $41.4M (562 BTC)
▪️ HL advantage: 1.75x more liquid

HYPE Spot ETFs (13 days listed):
▪️ Cumulative net inflows: +$115.60M
▪️ Single day volume May 29: $84.06M

HIP-4 Prediction Markets:
▪️ All-time volume: $59.80M
▪️ Still only 29 days old

The paradox that should break your brain:

HL is more liquid than Binance on BTC. ✅

Yet HL market cap is still 80x smaller than Binance's valuation.

Same product. Better execution. Fraction of the price.

What happens when:
✅ CFTC just legalized US perp trading
✅ ETF inflows accelerating ($115M in 13 days)
✅ Liquidity already beating Binance
✅ US institutional capital not yet fully deployed

The gap between reality and valuation has never been wider.

Markets hate inefficiency. They always correct.

⚠️ not financial advice. DYOR.

[Hundo @BillzSmall]

I can say this to Tristan Thompson for once in my life...

TOO SHORT!

[Tristan Thompson @TThompson]

I’m short $hype

I’m long on a higher time frame, just short today.

Entry $66.95
stop loss $68 ish

[Hundo @BillzSmall]

Tristan doesn't have LeBron to ride on this.

He's too short LOL.

[Fibonacci 🥷 @Fibonacci69]

Nick O'Neill says Luca Netz didn't get recognition for the $PENGU airdrop because Hyperliquid did a bigger airdrop.

"Luca Netz was wondering why a lot of people weren't crediting him for airdropping people $100 million. Well, Hyperliquid airdropped $1 billion to people and then continued to pump the $HYPE token and build one of the most profitable business models in existence online."

"There's a little bit of a distinction between what Luca Netz is building over Pudgy Penguins and HyperLiquid, a company being acknowledged by the New York Stock Exchange owners (ICE), suggesting that it's going to be larger than NASDAQ because it's so freaking massive."

"I'm an investor in HyperLiquid. I bought more today, but I'm pissed off because I don't own enough. I only have like 30 grand of this. I was slightly concerned when I saw Tristan Thompson shorting $HYPE, but I got in his replies and I said, 'You boy about to get wrecked.'"

[Hundo @BillzSmall]

MORE MEMORY NEEDED.

[shift @joinshiftX]

Today, we're launching shift. We're starting by cleaning your apartment in New York City, for free.

Here's how it works. Book a shift cleaning. A vetted shift operator comes to your home wearing one of our devices. They clean. They leave. You pay nothing.

In exchange, we record the cleaning. Robotics is being built on data about how people do daily tasks, and the value of that recording is what funds the service. Anything personal in it is anonymized before the recording is processed.

By now, you have heard about the shift to AI more times than you can count. About the shift toward you, the part where you actually feel it, you have heard almost nothing. Shift is what starts to make it concrete, in specific cities, with specific services.

Today, cleaning in New York. Soon, handymen, repairs, and errands across the globe. And this is just one side of shift, with more on the way.

Comment “shift” and we’ll send you an early access link.

[Hundo @BillzSmall]

Who's going to tell him

[Beanie @beaniemaxi]

@0xKeef The major risk is that companies like coinbase and other regulated players are going to lobby against hyperliquid. So you could see regulatory action against hyperliquid.

[Ansem @blknoiz06]

i mean this is just a slam dunk win no?

[Hundo @BillzSmall]

An order of magnitude was missed.

[redphone ☎️ @redphone]

@blknoiz06 send it to $100

[The Wolf Of All Streets @scottmelker]

ICE (NYSE OWNER) CEO JEFF SPRECHER SAYS HYPERLIQUID $HYPE IS "BIGGER THAN NASDAQ."

[Ash Crypto @AshCrypto]

Mom, how did we get so poor?

During the great AI bull run, your father went all-in crypto.