ExitLiquidity

tracking capital before it becomes
a narrative. hyperliquid, hyperevm,
solana nfts, on-chain flows daily.

[ExitLiquidity @ExitLiquidity_R]

The biggest opportunities rarely look obvious in real time.

I spent years in Solana NFTs.

Now I'm tracking capital flows across Hyperliquid, HyperEVM and emerging ecosystems.

This account is where I'll share the research.

Let's see where liquidity goes next.

[ExitLiquidity @ExitLiquidity_R]

$735m in tokens unlock this week.
the standout: Humanity (H) unlocks
$54.77m just two weeks after a $36m
exploit drained the protocol. unlock
schedules don't pause for bad news,
they just keep dripping supply
regardless of what happened

[ExitLiquidity @ExitLiquidity_R]

oil futures are now trading actively
on hyperliquid because of the iran
situation. WTI and brent volume both
spiking, this is exactly the kind of
real world event that's supposed to
prove the non-crypto perps thesis.
geopolitics now moves HL volume too

[ExitLiquidity @ExitLiquidity_R]

@ryandcrypto still here, still checking the buyback
numbers every week like it's a hobby
at this point

[ExitLiquidity @ExitLiquidity_R]

@VikingoDigital_ @HyperliquidX retail wallet count dropping while
whale count hits ATH is the exact
pattern that shows up right before
a market realizes it should've been
paying attention

[ExitLiquidity @ExitLiquidity_R]

@ryandcrypto robinhood spent years building brand,
compliance, ads, a nasdaq listing.
hyperliquid spent two years building
an orderbook. they're basically tied

[ExitLiquidity @ExitLiquidity_R]

hyperliquid just sunset its own native
stablecoin, USDH, less than a year
after launch. coinbase is now the
treasury deployer instead, with 70-90%
of reserve yield revenue, $100m+/year
into buybacks. HL got paid more to
kill USDH than USDH ever made them.

[ExitLiquidity @ExitLiquidity_R]

The biggest opportunities rarely look obvious in real time.

I spent years in Solana NFTs.

Now I'm tracking capital flows across Hyperliquid, HyperEVM and emerging ecosystems.

This account is where I'll share the research.

Let's see where liquidity goes next.

[ExitLiquidity @ExitLiquidity_R]

@HyperliquidX @tommyfi funny way to put it but accurate,
hyperliquid built its own stablecoin
to stop leaking revenue to coinbase,
then 9 months later just signed a
deal with coinbase for even more
revenue than usdh ever gave them

[ExitLiquidity @ExitLiquidity_R]

@DaveStrategist true but hl barely needed the
narrative to hit $1.17b revenue.
that's the underrated part

[ExitLiquidity @ExitLiquidity_R]

@BSCNews @HyperliquidX funny how “still bullish?” gets used for one outflow day but nobody asks that after 16 inflow days. flows are still net positive since launch, that’s the number that actually matters here not the one red day

[ExitLiquidity @ExitLiquidity_R]

@ryandcrypto 4.65% of supply burnt all time sounds huge until you annualize the weekly run rate, it’s not even close to outpacing emissions yet. love the mechanism, just don’t think we’re at ‘buyback actually moves price’ territory yet

[ExitLiquidity @ExitLiquidity_R]

@Hyperliquid_Hub $1.17b all time revenue is actually insane for how young this protocol is ngl. real alpha is whether this holds once the spacex/equities perp hype cools off or if that’s carrying half the volume

[ExitLiquidity @ExitLiquidity_R]

@ryandcrypto Markets are funny.

Everyone wants revenue until they realize they bought 20 years of revenue upfront.

[ExitLiquidity @ExitLiquidity_R]

@loffyhl The funny part is that most people still think Hyperliquid is just a perp DEX.

Feels a lot like early Solana when people focused on price and ignored what was being built underneath.

[ExitLiquidity @ExitLiquidity_R]

@Havochl_ Everyone focuses on the shrinking supply.

I'm more interested in the liquidity.

The real question is whether Hyperliquid becomes a destination or just a stop before the next narrative.

[ExitLiquidity @ExitLiquidity_R]

@ryandcrypto @SallyCoinBot 🤗

[ExitLiquidity @ExitLiquidity_R]

@ryandcrypto 🫶🫶

[ExitLiquidity @ExitLiquidity_R]

@ryandcrypto @SallyCoinBot 🦍

[y00ts @y00tsNFT]

The official mint date for @y00tsNFT.

September 2nd, 2022.