Jak Jak

[Chip.hl // Evgeny Yurchenko @chip1cr]

Paradigm holds 19M HYPE ($800M+) with a $16.46 avg entry.

They just consolidated everything to new wallets right before the SONN shareholder vote.

The question: is this their exit liquidity or are they doubling down on Hyperliquid?

Let me explain the setup:

SONN is a failed (revenue was $18,626 in fiscal year 2024) biotech company trading on NASDAQ. In July 2025, they announced an $888M merger to become "Hyperliquid Strategies" - basically a publicly traded HYPE accumulation vehicle.

The plan:
- Get ~16.89M HYPE tokens from contributors ($744M)
- Raise $305M cash
- Buy $265M+ more HYPE
- Ticker changes to PURR

Become one of the largest public HYPE holders in America.

Here's the genius (or the concern):

On-chain, you see every token sale immediately. Paradigm dumps HYPE? Everyone knows.

But stock sales? Much harder to track. Paradigm could contribute HYPE, get PURR shares, then quietly dump on American retail through traditional markets.

The perfect exit disguised as institutional adoption.

Or... they're actually committed.

Maybe Paradigm sees this as the bridge between TradFi and DeFi. A way to bring massive retail capital into HYPE through regulated markets while they maintain long-term exposure.

November 18: shareholders vote on the merger.

If approved, SONN becomes PURR and starts accumulating HYPE. If Paradigm contributes their stack, they'll hold major equity in a publicly traded crypto company.

What they do with those shares determines HYPE's 2026.

This is the most interesting game theory setup in DeFi right now.

Paradigm sitting on $400M+ profit, a public company desperate to pivot into crypto, and perfect exit liquidity disguised as institutional adoption.

OR

A genuine long-term commitment. To eventually House All Finance.

We'll find out soon enough.

[Jak Jak @JeyTenJey]

Buy the deep? @EricTrump

[Jak Jak @JeyTenJey]

Buy the deep

[Jak Jak @JeyTenJey]

@EricTrump buy the deep?

[Alex Krüger @krugermacro]

+ China deal
+ Regional banks fallout controlled
+ Govt shitdown over
+ FOMC cut on Oct/30

=> BTC above 110K

two weeks to BTFD

(all four conditions are likely, with the China deal the most important and least likely and the Government shutfown maybe extending into November)

[Jak Jak @JeyTenJey]

gm

[Chip.hl // Evgeny Yurchenko @chip1cr]

Imagine Jeff and the team unstaking their vested tokens in November just to borrow stables against this HYPE on HyperEVM and buying more HYPE with it.

Every single unlock = more power to buy HYPE. This will send Arthur Ghays of this world to shambles. And increase already decent APR on stablecoins in the system, creating a flywheel effect for all the protocols.

But you are welcome to farm elsewhere.

[vas @vasuman]

If a simple coffee shop has a bot farm with 100s of phones to amplify their message, please consider what a foreign agency or adversarial operator is running on your favorite social media platform.

Especially today, please consider that the opinions you read, the calls to violence you hear, and the news you digest, are all an operation done to sow hatred in your mind and your soul.

Do not let anyone online turn you into something that you are not. Rationalize everything, take everything with a grain of salt, question everything for yourself, not based on how someone online is questioning it.

Turn off all distractions and focus on the mission you have, not the mission of someone trying to control your mind.

[Rhino @lBattleRhino]

Crypto is hilarious, minimum 2-3 times l per year you have huge swings on the broader market you can hit, and then littered all throughout the year there are idiosyncratic plays to hit that can also provide life changing gains

Patience to pick your spots is really all you need

[Tempo @tempo]

Introducing Tempo: a payments-first blockchain incubated by Stripe and Paradigm.

As stablecoins go mainstream, there’s a need for optimized infrastructure. Tempo is purpose-built for stablecoins and real-world payments, born from Stripe’s experience in global payments and Paradigm’s expertise in crypto.

To ensure Tempo serves a broad array of needs, we’re excited to be working with a group of initial design partners, including: Anthropic, Coupang, Deutsche Bank, DoorDash, Lead Bank, Mercury, Nubank, OpenAI, Revolut, Shopify, Standard Chartered, Visa, and more.

Tempo’s payment-first design includes:
• Predictable low fees
• Payments/gas in any stablecoin via enshrined AMM
• Payments-first UX (dedicated payments lane, memos, access lists, etc)
• Opt-in privacy
• Scale (100K+ TPS, sub-second finality)
• EVM-compatible, built on Reth

Tempo eases the path to bringing real-world flows onchain, such as:
• Global payouts, payins, and payroll
• Embedded financial accounts
• Fast and cheap remittances
• Tokenized deposits for 24/7 settlement
• Microtransactions
• Agentic payments

We’re building Tempo with core principles of decentralization and neutrality. Tempo will be a neutral platform with respect to stablecoins, allowing users to make transfers and pay gas fees in any stablecoin. The blockchain will be secured by an independent and diverse validator set, with a roadmap toward permissionless validators.

We’re partnering with builders across fintech, banking, ecommerce, agentic finance, and more — if you’d like to build with us, get in touch at [email protected]

[Jak Jak @JeyTenJey]

@chickengenius my portfolio is not on ATH, let's continue

[peace @peacefuldecay]

so when people complain about solana’s culture, what they’re really complaining about is the human behavior patterning that emerges on a chain that has achieved what all every consumer chain is striving towards

including the ones people suggest will have a “better” culture

[Nayib Bukele @nayibbukele]

I could do the funniest thing right now…

[Jak Jak @JeyTenJey]

I'm supporting Lombard to build the onchain Bitcoin Capital Markets through its Community Sale on Buidlpad Now! @Lombard_Finance @buidlpad https://t.co/qygHbbLZNJ

[Buidlpad @buidlpad]

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[Chip.hl // Evgeny Yurchenko @chip1cr]

The alt season reality check nobody wants to hear:

🔸Circle (USDC issuer) about to 10x days after IPO.
🔸Plasma (USDT beta) raising $1B in minutes.

Alt season is here — just not in your portfolio. TradFi is capturing all the crypto upside while we're sitting in alts waiting for BTC dominance to drop.

BTC is the only crypto asset growing consistently because it's now a TradFi asset too. This isn't the same money that used to flow back into alts at cycle end. These dollars aren't going to your bags.

Why is $HYPE pumping? It's not a token — it's equity in one of crypto's most profitable companies. 97% of revenue goes to token buybacks. Daily dividends for every holder.

You wanted institutions in crypto. You got them. They just didn't buy your bags like you planned. Instead they're buying Bit "there is no second best" Coin and income-generating assets that actually distribute value to holders.

Adapt or die 🦕

#Bitcoin #Crypto #TradFi #AltSeason

[Chip.hl // Evgeny Yurchenko @chip1cr]

Just finished our latest set of low-to-mid risk strategies to become HyperEVM power user so you can count on receiving the next #HYPE airdrop later in 2025

Thread incoming, give me some time.

[Chip.hl // Evgeny Yurchenko @chip1cr]

🧵 The next financial revolution isn't coming from Wall Street - it's coming from HYPERLIQUID ($HYPE). 10 people, no marketing team, $9B+ monthly volume. Bell Curve just dropped a rare interview with founder Jeff that reveals their master plan: 👇

[Chip.hl // Evgeny Yurchenko @chip1cr]

I'm constantly curating a list of my fellow Hyperliquid believers. In case you want to have a separate .hl feed, you can subscribe and enjoy the highly hyperliquid society.

And of course let me know if I miss anyone 😻
https://t.co/ocphRe7lJQ

[Chip.hl // Evgeny Yurchenko @chip1cr]

1/ 🧵 COMPLETE GUIDE: How to Bridge Assets to HyperEVM ($HYPE)
I've analyzed ALL available bridges to help you maximize your exposure to the ecosystem before the next airdrop (38% of supply!) and don't waste any money on fees 👇

[Chip.hl // Evgeny Yurchenko @chip1cr]

1/ 🧵 THE updated ULTIMATE GUIDE TO FARMING $HYPE: While most focus on perps, HyperEVM protocols offer massive rewards and you might score it big with second Hyperliquid airdrop, that is rumored to reward HyperEVM early users. I'll break down EXACT farming strategies for 10 key protocols with concrete APYs and points multipliers 👇