lubro.hl | lubro.eth | lubro.base.eth

🇩🇪 🇫🇮 | What's poppin' bitches! | @Layer3xyz Degen | Shareholder rights activist | @planiesnft #travel community based on NFT 💙 | #GME | Hyperliquid.

[lubro.hl | lubro.eth | lubro.base.eth @LuBrooo]

GME Thread: Burry's Back, Insiders Loading Up – Bullish Vibes Incoming! 1/4 @michaeljburry just revealed he's been snapping up GME shares as a long-term value bet, not meme hype. Buying near 1x tangible book value, betting on Ryan Cohen's capital magic. Shares up 4-8% on the news

[lubro.hl | lubro.eth | lubro.base.eth @LuBrooo]

Massive wins (for me) on my BTC Shorts via @Ostium and swapping my USDC to the real deal - @HyperliquidX. Hyperliquid. Onwards and Upwards 🫡

[lubro.hl | lubro.eth | lubro.base.eth @LuBrooo]

@Hyper_Strategy Two Hyperliquid logos look like a tooth 🦷

[lubro.hl | lubro.eth | lubro.base.eth @LuBrooo]

It is finally here. The day has come. Hyperliquid

[LetMeDo @_LetMeDo_]

Happy Solana flippening to those who celebrate! 🥂

Higherliquid.

[lubro.hl | lubro.eth | lubro.base.eth @LuBrooo]

@hyperliquidmax The house of all Finance.

[il.hl @hyperliquidmax]

A DeFi protocol just force Coinbase and Circle to share their profits.

And those profits now automatically buy $HYPE. 🤯

Here's something that's never happened before in financial history 👇

A decentralized exchange negotiated a deal where two of the world's biggest financial companies hand over most of their income — directly to the protocol.

Not a rumor. This is live. Let me explain. 💰

First — the scale nobody is talking about:

Hyperliquid now holds $6.90 BILLION in stablecoins.

To put that in perspective:
🥇 Ethereum: $48.82B USDC
🥈 Solana: $7.70B USDC
🥉 HyperEVM: $6.58B USDC ← Hyperliquid
4️⃣ Base: $4.18B
5️⃣ Arbitrum: $2.27B
6️⃣ Polygon: $2.08B
7️⃣ BSC: $1.28B

A DEX built 3 years ago is the #3 USDC chain on Earth. 🌍

And money is pouring in FAST:

📊 Last 24 hours: +$346 million new stablecoins minted
📊 Last 7 days: +$1.17 billion net inflow

That's not a trickle. That's a flood. 🌊

Now here's the deal that changes everything:

For years, this $6.9B sitting in Hyperliquid was generating massive yield.

How? Simple: US Treasury interest rates.

$6.9B × ~4%/year = $276 million/year in interest income

The problem?
That yield historically flowed to Circle and Coinbase — not to Hyperliquid or its users. The protocol supplied the users, the liquidity, and the trading activity that made the stablecoin useful — but kept none of the income.

Hyperliquid decided that needed to change. 🔧

The AQAv2 deal — explained simply:

Think of it like owning a shopping mall.

Before: Tenants (Circle, Coinbase) kept all the rent money.

After AQAv2: The mall owner (Hyperliquid) now keeps ~90% of the rent. 🏢

Under the new arrangement, Coinbase serves as USDC treasury deployer and shares the vast majority of reserve income with the Hyperliquid protocol.

Compass Point analysts estimate the deal removes roughly $60-80 million in annual EBITDA from Coinbase and Circle combined.

Where does that money go?

➡️~90% of all USDC reserve yield → Hyperliquid protocol➡️ Protocol uses it to buy $HYPE from the open market➡️ Automatically. Every day. On top of the $800M/year in trading fees.

Implied additional yield revenue:

💵 ~$135M/year (illustrative at ~4% rate — estimate, not guaranteed)💵 ~$11.27M/month💵 ~$370K/day

⚠️ Activation still pending — yield routing begins after Coinbase + Circle complete technical setup

The skin-in-the-game signal:

Circle committed to stake 500,000 HYPE tokens as part of the deal. Coinbase also increased its staked HYPE position.

The companies providing the stablecoin infrastructure are now forced to be aligned with $HYPE.

If HYPE goes up → they profit. If HYPE goes down → they lose. 🎯

The total revenue picture for $HYPE:

💰 Trading fees (existing): ~$800M/year💰 Stablecoin yield (new, AQAv2): ~$135M/year (illustrative)

Combined: ~$935M/year in protocol revenue — and this is BEFORE US market access opens.

The precedent this sets:

Compass Point warns that other DeFi protocols may now demand similar revenue-sharing terms from Circle and Coinbase — creating pressure across the entire stablecoin industry.

Hyperliquid didn't just negotiate a deal for itself.

It changed the rules for every protocol. Forever. 📜

⚠️Not financial advice. Always DYOR.

[lubro.hl | lubro.eth | lubro.base.eth @LuBrooo]

@PhantomBlack699 @CGasparino @pulte What a bollock

[Nicholas A. Pantano @npantano_]

I laughed yesterday when I read Ryan's $2B Buy Back proposal. Not only because I knew the June 2nd POI date location back in January, but because Ryan said "$2B." Why?
📚
Math:
-$2B in Buy Back immediately would justify the June 28th Macro POI and take the stock to $30.
-$2B/$23 = 87 Mil shares gone from current total outstanding of 450m shares.
-Once GME claims a $37-40 stock price by Oct 30th (as I have expected since January) GME raises $2B in cash through 59m shares of Warrant dilution.
-Net cost of moving GME's stock price from $20 to $40 = $0
-Net shares diluted to accomplish this ends up being only around 30m, not 59m.

‼️ Don't ever forget I knew exactly WHAT PRICES & WHAT DATES GameStop was going to mark up before the news dropped. I cracked BlackRock's repeating algorithm in 2022, and my data proves the entire market is pre-planned years in advance. $GME Watch my video in April for the POI dates.

[Reese Politics @ReesePolitics]

There has never been a better day to be a shareholder of $GME than today. LET'S GO GAMESTOP.

[Cassandra Unchained @michaeljburry]

Shorting is a world filled with slippery slopes and sand castles. The sand castles are real, and vulnerable, but the slippery slopes drive men insane and ultimately prevent most from being properly positioned when the castle is washed away.

[Grayscale @Grayscale]

1/ $HYPE is one of the clearest examples of DeFi competing with centralized exchanges on product and economics, not just ideology

Can an onchain exchange become one of the major venues for global trading?

A thread on @HyperliquidX 🧵

[lubro.hl | lubro.eth | lubro.base.eth @LuBrooo]

@CarOnPolymarket the truth but the market resolves wrong because of bureaucratic timing.

[lubro.hl | lubro.eth | lubro.base.eth @LuBrooo]

@CarOnPolymarket Good prediction markets should try to resolve based on what actually happened, not purely on when the information became convenient to know. Strict "only pre-deadline public info" sounds principled in theory, but in practice it often leads to stupid outcomes where everyone knows

[Yaugourt.hl @Yaugourt]

$2.35B TVL at 90 days.

The highest of any liquid staking protocol at the same age in DefiLlama's entire history. Including the incentive wars of 2021.

Marinade hit $1.44B at 90 days with Solana bull + incentives.
Benqi hit $1.36B at 90 days with Avalanche incentives. Lido only had $350M at 90 days.

@Kinetiq_xyz did $2.35B with no incentive program on a chain that barely existed.

Today it's #3 globally in liquid staking. Ahead of Jito. Ahead of Rocket Pool. $1.30B TVL, +54.3% in 30 days. Every other top-10 LST is contracting.

84.2% of all HYPE liquid staked. 73.6% of Hyperliquid L1 TVL. 7 products in 11 months: kHYPE, Earn, kmHYPE, Launch, Markets, iHYPE, Arc.

$KNTQ: $84M mcap, $20.8M annualized fees growing +33% in 30 days. P/F 4x on mcap, comparable to Jito. On FDV it's 14x with 72% of supply still locked, cliff in November 2026.

Not undervalued on static metrics. It's a bet on execution. If Markets, Arc, and Launch scale new fee streams, forward multiples compress fast.

NFA. DYOR. Data from @DefiLlama, thank you @0xngmi.

Hyperliquid.

[lubro.hl | lubro.eth | lubro.base.eth @LuBrooo]

@gamestop

[unusual_whales @unusual_whales]

GameStop, $GME, first quarter results:

[lubro.hl | lubro.eth | lubro.base.eth @LuBrooo]

@PhantomBlack699 @ryancohen 👀

[GameStop @gamestop]

GameStop reports highest quarterly net income in company history of $389.6 million. Highest first quarter operating income in GameStop’s history of $143.3 million. Net sales grew 14% year-over-year, driven by collectibles. Cash, marketable securities, digital assets and related receivables, and collateral pledged for derivative asset of $9.7 billion.

https://t.co/BAu3T6V9w4

[lubro.hl | lubro.eth | lubro.base.eth @LuBrooo]

Execute order 666 @ryancohen. "the Company’s ability to complete its proposed acquisition of eBay Inc.;"
It is time @eBay

[Ryan Cohen @ryancohen]

https://t.co/kVPvOobXU2

[lubro.hl | lubro.eth | lubro.base.eth @LuBrooo]

@ryancohen

[Liz Morton ~ Value Added Resource @ValueAddedRS]

Heads up - $EBAY CFO Peggy Alford will be talking to Deutsche Bank today at 8:15 AM Pacific/11:15 AM Eastern. 🗓️

Details & webcast link 👉 https://t.co/lfyfChTmPH