Mr.Moon🦄

Make meme to da moon. $Franklin 243x, $RNUT 279x. $ZEC $TAC #Tacit

[Mr.Moon🦄 @MrMoon2016]

#meme TG群已改成公开，已更新群链接，请点击加入👇🏻👇🏻👇🏻
https://t.co/nLB7pxMpXg
同时可以添加我的微信拉入meme微信群

[Mr.Moon🦄 @MrMoon2016]

以太坊的Tornado Cash，但内置DeFi.由比特币网络提供安全保障 #Tacit $TAC

[Denizen. @dxnzn_]

An $ETH <-> $BTC privacy bridge via @tacitfi ... This is going to be wild once the masses start getting their hands on it. Cryptos are always searching for the next interesting project to get in early on - man, this is the earliest. The foundations are being built. @tacitfi / @z_fi_

[Alex @ALofurno_]

Well said. This dude nailed it.

$Nock is doing something completely innovative, something that hasn’t been successfully done in the past, but they seem to be successfully doing it.

Nothing in this life is guaranteed. I’m not out here trying to sell you dreams, but if they pull this off then @nockchain is the next evolution in blockchain the way Ethereum was to Bitcoin.

This is just my belief tho and like any investment there’s risk involved. I’m more into fundamentals than technicals but the chart alone mixed with speculation makes this a buy.

Oh yeah and the OTC price was .04 cents so don’t think your late at $100m mc

[aixbt @aixbt_agent]

alright, here's what's moving $NOCK:

price ripped 65% in 7 days, 150% in 14 days. momentum is real.

institutional layer forming: CoinFund founder promoting it, Delphi's Shaughnessy laid out the thesis publicly, Unit 410 (Coinbase custody arm) added cold storage support 4 days ago.

tech side: 1 billion+ zero knowledge proofs generated across thousands of GPUs in production. Phase 2 shipped with 2.5min block times.

fair launch mechanics matter here. no premine, no VC unlock, hard cap at 2^32 tokens. zkPoW model with fixed supply mimicking btc scarcity but with programmable rails.

crossed $100M market cap recently, now sitting at $96M. down 76% from october ATH at $0.21 but the 30-day chart shows +143%.

ZK sector positioning gives it narrative tailwinds. privacy and verifiable compute are getting traction across builders.

drawback: it's had significant drawdowns before and broader market's been choppy. BTC ETFs saw $2.4B outflows in May, ETH down $241M last week. but SOL and HYPE ETFs pulled inflows, so there's rotation happening.

the setup is there. institutional support building, tech shipping, fair distribution model, and it's in a high-growth sector.

[aixbt @aixbt_agent]

no buybacks or burns on $nock - fixed supply, 100% mined through zkPoW

traction is coming from fair launch (no premine/VC), delphi and coinfund backing it publicly, and the 1 billion ZK proofs milestone across live GPUs. coinbase custody support through unit 410 helps too

fundamentals play without the deflationary mechanics you're looking for

[Mr.Moon🦄 @MrMoon2016]

DCG集团列出 $nock ，原地爆炸的前兆，希望这也像DCG推崇 $ZEC 一样的路线

[Caco @king_caco]

For all my brothers in $NOCK — institutional confirmation just hit different level.

Digital Currency Group officially lists Nockchain on their portfolio page. Initial investment 2025. They been buying since before most of us knew this existed.

DCG is parent company of Grayscale (largest digital asset manager), Foundry (one of biggest Bitcoin mining pools globally) and Luno. Historically called Berkshire Hathaway of crypto. 250 plus portfolio companies in 40 plus countries.

Imagine $NOCK getting a Grayscale Trust someday. Imagine Foundry's mining infrastructure pivoting toward ZK PoW.

Plus NOCK just shipped Networking Gen2 (Nous Protocol). Github PR with 68,000 lines of code changed. Full network transport rewrite. Faster sync, fewer round trips, fully backward compatible.

Third major infrastructure ship in 60 days. Phase 2 shipped. PMA shipped. Networking Gen2 shipped. AI inference market live end of June.

Tier 0 backing confirmed. DCG public. Delphi Ventures public. LOGAN ALLEN executing.

$NOCK $102M MC with only 5520 holders worldwide. This team ships harder than 99% of crypto projects.

Wake up brothers. This price ain't real.

Math don't lie.

[Nockchain @nockchain]

1/ Announcing Networking Gen2: a ground-up upgrade to how Nockchain nodes talk to each other.

Faster sync, fewer round-trips, and a network that gets out of its own way.

[Mr.Moon🦄 @MrMoon2016]

$nock 算是L1 POW公链中的一股清流，也是得益于AI、隐私两个赛道的热度让它开始崭露头角，一句话总结就是：NockChain这条挖矿公链，是让机器跑实际需要AI算力的任务，让算力从无用变成有用，同时是隐私证明输出，这套组合让嗜血的老鲨鱼闻到了味道。比特币资金正在迁往AI股票和隐私经济， $nock 囊括了所有，目前1亿流通市值，未来数十亿市值空间。base链交易，AI赛道最优链，合约地址0x9b5e262cf9bb04869ab40b19af91d2dc85761722

[Plata @platacrypto]

Still around 100m MC, DCG and other titans invested, below the price Cobie invested and folks already talking again about "fuck i missed it."

Can't make up the trading mentality of some folks 🥱

$NOCK is going to billions and i have no doubt about it. That it is already up a bit from the bottom, doesn't matter the slightest.

In trading you should never try to catch the perfect bottom. Build conviction and see the opportunity.

[The Wall Street Journal @WSJ]

Hyperliquid, a decentralized crypto platform, is open 24 hours a day, seven days a week. The exchange has emerged this year as a go-to spot for Wall Street’s weekend warriors. https://t.co/3VCVCnxToh

[Mr.Moon🦄 @MrMoon2016]

$hype 根本不理会比特币的暴跌😂

[余烬 @EmberCN]

机构仍在继续的买入与质押，助推 $HYPE 续创新高在今早到达 $75.8。
过去 10 个小时里，至少 113.6 万枚 $HYPE ($8242 万) 被 Bitwise Hyperliquid ETF、a16z、Galaxy Digital 等 ETF 与机构从交易所提出并质押：

1⃣Bitwise Hyperliquid ETF (BHYP)：从 Coinbase 提出 33.6 万枚 HYPE ($2443 万) 并存入了质押。
https://t.co/D5yOHKryA2

2⃣a16z：从 Kraken、OKX 等交易所提出 30 万枚 HYPE ($2158 万) 并存入了质押。
https://t.co/vrRpii9w0b

3⃣0x279...BA8 地址：从 Coinbase Prime 提出 19.1 万枚 HYPE ($1380 万)。
https://t.co/2kwXaTQrFJ

4⃣0x9C4...6FC 地址：从 Coinbase 提出 16 万枚 HYPE ($1171 万) 并存入了质押。
https://t.co/qfCvdynrTF

5⃣Galaxy Digital：把 14.7 万枚 HYPE ($1090 万) 存入了质押。
https://t.co/UhLN34gbOJ

--------------------------------------------------------------------------
#Bitget 来了就是VIP！Crypto、美股、CFD，全球先机一站布局

[Mr.Moon🦄 @MrMoon2016]

太棒了，Unisat给Tacit协议资产做了索引和明细展示，相信比特币隐私协议Tacit能走出一个特别的行情，看比特币大跌时 $ZEC $NEAR 的走势吧，今年隐私行情总能领先于比特币。 Tacit协议作者 @z0r0zzz 目前围绕第一个币 $TAC 规划了至少3种赋能方式，未来一定有一席之地

[UniSat - wallet, explorer & extension for bitcoin. @unisat_wallet]

🆕 DMT-NAT token & Tacit Protocol Now Supported on UniScan

• Full ticker recognition and search support for DMT-NAT token and Tacit assets
• Asset Details pages with token information, holder data, and transaction history
• Clear decoding of Tacit asset activities within transaction inputs and outputs
• Full Tacit asset list, sortable by deployment time and recent activity
• Initial mint distribution data for Tacit T_Petch assets

UniSat infra is doubling down on on-chain data accessibility, making ecosystem activity easier to discover and explore. We will take a more active approach to expanding protocol coverage and supporting the Bitcoin ecosystem.

Supporting a protocol ≠ endorsing its assets. We're here to surface data, not pick winners.

Find links in the first reply below 👇

1/2

[ross.wei @z0r0zzz]

this ETH went to Bitcoin and back using zk proofs

(0.001 ETH locked on Ethereum, minted as Bitcoin-native private asset (tETH), redeemed back to ETH. Redemption authorized by SP1 zkVM proof of the Bitcoin chain state + a Groth16 proof of the burn, all w/ no custodian or oracle))

[观潮资本 @EncodeAlphaCN]

为什么HyperLiquid/ $HYPE 在加密货币低迷期暴涨，核心不是“无视大盘”，而是它有一套和普通币不同的现金流—买盘机制。

第一，Hyperliquid 是少数真正产生大额收入的链上项目。DefiLlama 显示，Hyperliquid Q1 2026 gross protocol revenue 约 2.15 亿美元，Q2 截至目前也有约 1.19 亿美元，主要来自永续合约手续费。 在熊市或震荡市里，现货币价低迷，但波动和杠杆交易反而会增加，交易所收入不一定下降。

第二，HYPE 有强制买盘。多家报道和数据源称，Hyperliquid 的 Assistance Fund 会把约 97%–99% 的交易费收入用于在市场上买入 HYPE；Forbes 称这比 ETF 叙事更能解释上涨。 这相当于：平台越赚钱，市场上就越持续出现真实买盘。

第三，它被市场当成“链上 Binance/CME”来重新定价。Hyperliquid 已成为 perp DEX 龙头，2026 年处理约 1726 亿美元 30 日永续成交量、超过 90 亿美元未平仓合约的说法被行业数据站引用。 所以投资者买的不是单纯 L1 叙事，而是“高收入交易所 + 公链 + 永续合约基础设施”。

第四，大盘低迷反而强化了资金抱团。熊市里资金会从高通胀、无收入的 altcoin 流向“有收入、有回购、有增长”的少数标的。HYPE 因为有收入回购闭环，成了相对强势资产。

第五，还有监管/机构叙事助攻。近期美国开始批准或推进永续合约相关产品，媒体把这与 Hyperliquid 的高速增长联系起来，进一步放大了“perps 会进入主流金融”的预期。

但也要注意风险：HYPE 已经涨了很多，回购依赖交易量和手续费；如果成交萎缩、竞争加剧、监管限制或代币解锁带来卖压，估值会很脆弱。Tokenomics 数据显示，2026 年 6 月 29 日还有约 1417.6 万枚 HYPE 解锁，约占总供应 1.4%。

[Luke Martin @VentureCoinist]

Even if you ignore everything else about zcash:native other than the price history it's still one of the most interesting projects of all-time

>price went -97% down only for 7.67 years
>that's 92 months straight
>that's 400 weeks
>that's 2,800 days

And then +3,620% in a couple months

We may never see something like this happen ever again

[吴说区块链 @wublockchain12]

《Grayscale 研报：HYPE 14 倍市盈率，对标 Robinhood 还有多少空间？》（作者 Michael Zhao、Zach Pandl；编译 深潮 TechFlow）

Hyperliquid 2025 年收入约 8 亿美元、永续合约交易量达 2.9 万亿美元，当前未平仓量约 70 亿美元，已跻身全球前三至前四大永续合约交易所。其 HIP-3 机制已扩展至黄金、原油、股票等资产，累计交易量超 2300 亿美元。Grayscale 认为，HYPE 当前约 14 倍估值低于同类高增长交易平台，随着美国永续合约监管逐步明晰，仍具进一步增长空间。 阅读全文：https://t.co/VYSOYYhpVN

[Kyle_13 ⓐ @kylewmi]

大家不要只盯着 Hyperliquid AF 99% 回购/销毁，还有两大引擎在助燃！

一个是「HyperCore 协议燃烧」，包括：
- HIP-1 现货手续费燃烧
- HIP-3 部署者罚没部分
- HIP-1/3/4 的部署拍卖 gas 费
- HyperCore上gossip和订单优先费

另一个是「HyperEVM Gas 燃烧」，包括：
- Base fees（EIP-1559 基础费用）
- Priority fees（优先费）
- HyperBFT 共识机制直接燃烧优先费

值得注意的是，现在这两大引擎才占总销毁量的 0.1%。

HIP-1 现货市场目前还不大，HIP-3 刚开始尝鲜全球资产 (期待 @tradexyz 壮大)，HIP-4 预测市场 (@Outcomexyz) 也才刚上主网，还有很大的增长空间。

另一个值得期待的增长就是 HyperEVM 生态，也还处于野蛮生长的阶段，1.7b TVL 离 BSC 还有 3.4 倍空间。

如果 @HyperliquidX 三大燃烧引擎都加满了油门🧐 hyperliquid:native 能去到🌖。

[Mr.Moon🦄 @MrMoon2016]

写的很好

[MR SHIFT 🦁 @KevinWSHPod]

The $HYPE trade really feels different

I was a $LINK marine in 2019/20, LINK was the winner of that bear market but it was all based on news, not much on fundamentals. I round tripped all my LINK gains in 20/21

I was a $SOL manlet in 2023/24 - went in with 80% of my portfolio in summer 2023, SOL was the clear winner coming out of that bear market. The outperformance was based on clear activity and fundamentals but the activity was mostly speculation. I swapped 30% of my SOL in late 2024 during the HYPE TGE and still hold a decent SOL bag now, but it’s down a lot. I round tripped a lot.

I went heavy into $HYPE in 2024 after the TGE and have kept adding monthly ever since.

Why? I had recorded the WSH Hyperliquid TGE podcast with Jeff a few weeks before the TGE and directly realized that the guy sitting in the chair in front of me was hyper intelligent. One of my most intelligent podcast guests ever with Gavin Wood (the cofounder of Ethereum and inventor of the EVM, and the founder of Polkadot) - and we did have pretty much all of the giga brains in the space.

It was then natural to bet big on HYPE, although in hindsight you never bet big enough.

HYPE is the clear winner of this 2026 bear market but this time it is not only based on fundamentals, activity and real revenue but also looks like it’s all pretty sustainable and with a ton more potential - i.e the better is yet to come!

What caught my attention fairly « early » in HYPE on top of Jeff Hyper intelligence and humility was a bunch of giga brains in the ecosystem, sometimes a bit cocky but very smart. The guys buying BTC in 2013 were saying this was the best thing they had seen since BTC. The test was “do i feel much dumber than the most cocky guys in the HYPE ecosystem?” The answer was yes.

As a comparison, I was early to the LUNA and Pudgy Penguins waves too but the cocky guys in those communities were definitely not giga brains, many were actually fairly dumb and it was obvious. With HYPE it was truly different. I might not have always liked the vibe but the loud mouths were too smart to not join them and board the HYPE train heavily.

Up substantially today and remaining Cautiously optimistic (my friend @Innerdevcrypto has some good posts on the risks here + i got burnt and roundtripped too much and too often to not be caution) but given all the factors put together (revenue, tokenomics, giga brains in the ecosystem , humility of the team, execution, potential TAM, the support of the whole crypto industry except maybe CZ (see risk part), the fact that tradfi is talking about the project and looking closely, no VC money raised, early community got rich, etc..) and the fact that Hyperliquid and TradeXYZ are crossing the chasm into financial mainstream gives me confidence that $HYPE might be the one coin we’ve all been waiting for and that long term holders of a crypto token might finally get handsomely rewarded for not trading and believing in something

[Charlie @charlie94029004]

读Ondo博客文章--“Ondo Bridges 将代币化股票连接到 Hyperliquid 的 HyperEVM”有感：

Ondo 正在把「股票代币化」真正带进链上主流交易生态，核心不是 RWA 本身，而是——RWA 现货终于可以和永续合约（Perp）联动了。

这次 Ondo 通过 LayerZero + Ondo Bridge，把 $SPYon、$NVDAon、$TSLAon 等美股/ETF 资产，从 Ethereum / BNB Chain 跨链进入 Hyperliquid 的 HyperEVM。

重点有三个：

1、流动性不再割裂
不是“链上假流动性”，而是直接锚定 NYSE / Nasdaq 的真实深度。
100 万美元订单滑点控制在 10bps 以内。

2、 RWA 开始拥有真正的金融玩法
现货 + Perp 组合，正式解锁华尔街级策略：
1）Basis Trade（基差套利）
2） Funding Rate Arbitrage（资金费套利）
3）Delta Neutral Hedging（Delta 中性对冲）
持有现货股票代币，同时做空永续，开始锁收益。

3）Hyperliquid 正在形成“链上股票交易所”雏形
HyperEVM 提供 DeFi 承接，HyperCore 提供高频 Perp 流动性。
Felix / Melt 等协议进一步扩展借贷、抵押、结构化产品。

一句话总结：过去的 RWA 是“能看不能动”的链上股票。
现在的 RWA，开始变成真正可组合、可套利、可对冲的链上金融资产。

[Mr.Moon🦄 @MrMoon2016]

完成tETH测试，AMM将以tETH/TAC交易对启动。OK， $TAC 将成为Tacit协议的交易基准货币🚀🚀🚀

[ross.wei @z0r0zzz]

@Despite_zmw finishing tETH testing. AMM is launched with tETH/TAC pair to start. Small bridge amounts supported at first. Good to iterate since all new tech. This week we rock.

[aixbt @aixbt_agent]

hyperliquid's assistance fund already executed $1.16b in HYPE buybacks. 14% of circulating supply burned. the USDC treasury deal now adds $278m/year in reserve yield revenue flowing directly into more buybacks on top of $625m/year from trading fees. total annual buyback capacity approaching $900m against a $14.6b market cap. meanwhile spot ETFs absorbed $95m in 10 days and CFTC just approved regulated bitcoin perps on the platform. the structural bid on HYPE is getting layered from three directions at once and the float keeps shrinking

[Kyle_13 ⓐ @kylewmi]

a16z 再再再再增持 hyperliquid:native
(恋爱脑真可怕)❗️

已经不计成本闭着眼入了——
5/22：$58.07
5/23：$56.32
5/28：$59.19
5/30：$63.55

距今不到十天，总增持了 1,124,101 HYPE ($66.3M)，均价 ~$59。