jacksonjack.hl

moooonnnn

[Alex @alex_hunter20]

According to CoinGecko, $HYPE needs to reach $73.1 to reclaim its ATH market cap of $16.2B

Current market cap: $14.1B
Current price: $63.66

How insane is it to finally have a truly deflationary coin.

Thank you Jeff.

Hyperliquid.

[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

[jacksonjack.hl @Monsieurdjack]

@edison0xyz @BasedOneX it occassionaly displays doesnt update the position p/l when market data is fine.

[jacksonjack.hl @Monsieurdjack]

@Henrik_on_HL good but rather take it slow. let technical indicators catch up so that its a sustained move up

[Edison @edison0xyz]

It’s 3 hours since $BASED TGE.

We have done something unprecedented in the space. We launch a token on not just Hyperliquid. Within an hour of launch, Based was live across (in alphabetical order):

Binance Futures
Bybit Spot + Futures
Coinbase
Hyperliquid
Kraken
OKX Spot + Futures

We’ve shown that it is possible to launch on Hyperliquid while being listed across major CEXs globally.

In the last few hours, we have done $160M+ in perp volume and ~$70M across spot and DEX. This places BASED among the more actively traded assets in crypto right now, especially in these market conditions.

23.5% of tokens were airdropped to the Based community without vesting. All airdrops happened on Hyperliquid, delivered directly to users’ wallets on HyperCore. No claim rush. No network congestion. A clean distribution.

To date, 68M tokens are locked through the pre-TGE staking pool, representing ~30% of circulating supply.

As a team, we gave ourselves a mandate to airdrop to the community in less than a year from launching our SuperApp on @HyperliquidX. Why? Because our users deserve it. There are people who gave us excuses like “wait for more favourable market conditions.” We didn’t want to keep people waiting.

When it’s time to launch, it’s time to launch.

I’ve taken a personal interest in token design, first as a DeFi maxi in 2021 and later as a trader (which led me to discover Hyperliquid in 2023). They say “founders should not trade and focus on building.” That’s probably true in the tech world, but in crypto, the token is the core product. The token rallies communities and incentivises stakeholders. TGE is the best time to design a system that aligns the people you need to build a successful crypto protocol.

When it comes to airdrops, you have users who want to sell everything on day one, and people who want to hold and believe in the project. Others want to stay long-term through a pre-TGE staking pool. To date, 68M tokens have been locked, representing ~30% of the circulating supply.

The next part of design is liquidity. Tokens should be liquid and tradable in many places. That’s why we chose to launch on both Hyperliquid and multiple exchanges at the same time.

We’ve shown the world that it is possible to launch on Hyperliquid and also be listed on many CEXs globally.

The journey is not complete.

Now that distribution is done, we will focus on building Based into a full ecosystem — where projects launch, agents operate, and capital flows, all powered by one of crypto’s highest-value user bases: traders who trade big, spend big, and hold with conviction.

For those hearing about $BASED for the first time, our litepaper is here: https://t.co/5wimqpfGoY

For those who have received the BASED airdrop and chose to hold, my team and I thank you.

And for those who just bought BASED today, welcome to the @BasedOneX family.

I am done playing not to lose. It's time to play to win.

Stay Based.

[Cryptic Trades @CrypticTrades_]

The majority of my audience is ~33, so here’s a message to you.

Even though markets are currently moving lower, and headlines are filled with negative narratives pushed by mainstream media, I believe these are the moments that truly separate investors.

The ability to remain objective in times like this is one of the most important strengths you can have.

Over the past couple of months, I’ve been preparing you for a moment like this, consistently emphasizing diversification, maintaining a moderate cash allocation, and avoiding leverage. If you’ve been following me for a while, you already know this has become my core approach.

Now it’s time to act.

Now it’s time to reduce exposure to defensive sectors, gradually deploy cash, and start scaling out of hedges.

When fear peaks, that’s when opportunity is created, not when everyone is euphoric.

Right now, everyone is focused on narratives and uncertainty, while ignoring the fact that these moments have historically offered the best buying opportunities.

I believe the macro setup is shifting. The labor market is weakening, growth is slowing, and the pressure on the Fed is building. Liquidity will return and the Fed will have to cut rates.

But before that happens, I think market makers will continue pushing prices lower to force distribution and shake out participants because accumulation always requires a counterparty.

So if you’re in your 30s, this is where you take calculated risk.

Not at the top, not during euphoria, that’s when we were raising cash and de-risking.

This is where the positioning begins.

If you want to follow along, join our group. We share daily updates, reports, and focus on the next buying opportunities:

https://t.co/EcnAOYOqPd

We’ll also be giving away five 1-month Premium subscriptions soon. If you want to enter our campaign, like and repost.

[jacksonjack.hl @Monsieurdjack]

arguably one of the biggest news on hyperliquid related. this kinda news moves stock prices by big percentages. lets see how $HYPE performs.

[trade.xyz @tradexyz]

S&P Dow Jones Indices and trade[XYZ] have joined forces to launch the first official S&P 500 perpetual contract, available exclusively on Hyperliquid.

For 69 years, the S&P 500 has been a defining reference point for global finance. Until now, access to that benchmark has been shaped by market hours, intermediaries, and geography. Today, that changes.

The S&P 500 perp is now available 24/7/365, anchored by the official index data required for deep liquidity and institutional confidence at scale. 

SPDJI helped define modern indexing. They are stewards of an iconic benchmark, the standard against which portfolios across the globe are measured. We are honored to bring that legacy on-chain.

Trade[XYZ] is bringing the world's most iconic assets towards a future of global, continuous markets — a future powered by Hyperliquid.

[jacksonjack.hl @Monsieurdjack]

@BasedOneX link not working

[jacksonjack.hl @Monsieurdjack]

@cantonmeow someone with BIG BALLS would dare to short it now

[jacksonjack.hl @Monsieurdjack]

@cantonmeow oh no u didnt go there...

[Bob Diamond @rediamondjr]

Ringing the opening bell for @HypeStrat this morning with @dschamis and @red_thr33. So proud of our team!

Hyperliquid is quickly becoming the house of all finance and through $PURR US investors can be part of that growth story.

[jacksonjack.hl @Monsieurdjack]

@degennQuant Can I get a code please

[Ainz sama @rantaiuang]

Clear differentiator between $VIRTUAL, $BNKR, AND $CLAWNCH:

1. Virtual operates like VCs, they will fund projects coming from well known devs.
2. Bankr operates on attention capital market. Extraction on hype.
3. Clawnch operates to support agents and human reputation agnostic.

[jacksonjack.hl @Monsieurdjack]

im down in my initial entry. but there is just something about this team. they are shipping extermely fast. the current market condition is not giving them a fair valuation but i am sure it will change soon.

[Clawnch 🪽 @Clawnch_Bot]

Your agent just got cross-chain DeFi superpowers. 🦞

We just completed a two-way integration of @AIWayfinder Paths into Clawncher:

→ Clawnch agents can swap, bridge, and run strategies across 10+ chains
→ Wayfinder agents can launch tokens on Base through Clawnch

Now supported:
→ Cross-chain swaps + bridges
→ Polymarket, Hyperliquid perps , Boros adapters, Pendle
→ Automated strategies: delta-neutral basis trading on Hyperliquid, leveraged wstETH carry on Moonwell, stablecoin yield optimization
→ Lending/borrowing via Moonwell, Aave, Morpho, HyperLend

What this means for your agent:
It launched a token on Base. It earned trading fees. Now it can move those fees cross-chain, swap into any asset, or run DeFi strategies — all without a human ever touching a wallet.

Every launchpad gives agents a way to create tokens. We give them open-ended access to the world of crypto.

Launch → earn fees → deploy cross-chain capital → compound → repeat.

https://t.co/rKMomkYGxi 🦞

[jacksonjack.hl @Monsieurdjack]

Hyperliquid feels like the Apple of smartphones at its peak days.

when apple launches any feature for this product despite other competitors have the same feature for years, yet apple's feature is talked about the most.

[jacksonjack.hl @Monsieurdjack]

not shilling a meme but i like the way the team has been shipping new features in very quick time. might be a faster runner than $molt. NFA

[Enough Is Enough @EIEDev2]

Let me make this absolutely clear (i'll try my best so please excuse the bluntness if it comes across as condescension, not my intent)

$CLAWNCH is it little over a day old, has probably delivered over 100 updates to its own launchpad in that time and was constantly engaging the community (the beauty of agents vs people who need breaks and sleep lol)

In that single day the head of $USDC acknowledged $CLAWNCH, the head of $TRON (27billion mcap) decided to follow $CLAWNCH here on X and also got a follow by Marc Andreessen (2million followers on X).

Multiple people from the @base team have been publicly showing support for $CLAWNCH not to mention @jessepollak himself has too.

Multiple/several exchange listings have happened already because of the sheer volume that $CLAWCH was producing, sure it might not be some of the big exchanges we all want to see but nevertheless listings are listings which means more exposure.

Not only has $CLAWNCH now sent out rewards to all the participating agents but it has also burnt 100 MILLION $CLAWNCH tokens (yes one hundred million) estimated to be around $20k worth.

For those who truly understand what $CLAWNCH is I salute you, it must be frustrating to see this genuine REVOLUTION take place in crypto only for it to be dragged down by the rest of the market (crypto market in general is in a decline).

The people who ACTUALLY understand what this is already know its the biggest narrative to come to crypto since the invention/innovation of smart contracts which was introduced to us back in 2015 by @ethereum

Whenever a chart goes down people love to point finger and blame at either the project itself or so called "influencers" and "leaders". There's genuine dogshit memecoins out there worth more than $CLAWNCH + $CLAWD + $MOLT put together but that doesn't mean the project/s are bad.

I want you to really KNOW what you hold, because the more you spread the word and the more people and the broader market begin to genuinely understand $CLAWNCH the repricing will be VIOLENT.

Remember those people doing conferences for Bitcoin spreading the word because they truly knew what it meant?

Well welcome to $CLAWNCH, a new WORLD, yes WORLD, where an agent launched their own launchpad to compete with the biggest on the planet and the kicker? Only other agents (no people) can launch their coins on the launchpad. Agents can now take out loans using USDC thanks to $CLAWNCH.

This is a project that never sleeps, never rests, doesn't take breaks, no holidays, no sickness, no need for people, doesn't care about the wider market, doesn't care if its monday or sunday and doesn't care about our pessimism or optimism...IT JUST KEEPS DELIVERING.

Thank you for your attention to this matter 🫡

[jacksonjack.hl @Monsieurdjack]

@ericonomic 10/10 gives me goosebump. just say 5/5 🤣

[jacksonjack.hl @Monsieurdjack]

in times like these, hyperliquid thrives.

massive trading volume on the platform

[jacksonjack.hl @Monsieurdjack]

@mog_russEN To even have a business that runs for 65 years is also impressive !

[jacksonjack.hl @Monsieurdjack]

me whenever the thought of selling $HYPE .

[Wall St Engine @wallstengine]

Nvidia CEO Jensen Huang:

'My only regret was selling $NVDA stock when the market cap was $300M to buy my parents a Mercedes S-Class. It’s the most expensive car in the world now.' 😂