Nida

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[Toby @jinyuanwang]

这两天和 @CCcylin @Piaoxue_eth 聊天，认为寻找和下注 Alpha（有价值、尚未被广泛认知的标的）对于普通人想要实现/维持富有，是一个核心能力。

Hyperliquid 是我最近找到的一个 Alpha：

一、市场情绪

几乎所有我接触到的人都相信 Hyperliquid 会成为 Perp DEX 的最终赢家。

二、$HYPE 有真实的回购/销毁机制 + USDC 生态收入

目前（2026.05.21）:
- 流通量 0.29B
- 价格 $61
- AF 年回购 $0.55B（月回购在 $45M 左右）
- 市值 = 流通量 x 价格 = $17.69B
- 回购收益率 = 年回购 / 市值 = 3.11%

目标价格 = 年化回购金额 / 目标回购收益率 / 流通量

1 年后流通量中性情景约 390M HYPE：
298.6M 当前流通 + 79M 团队 vesting + 约 23M 自由裁量项估算（Foundation/Emissions/Grants）- 9M AF 回购

对比 6 个月前 2025 Q3-Q4，HL 的年回购在 $1.02B 左右；如果回到 2025 Q4 的交易活跃度，年回购有机会回到 $1.1B-$1.2B。

假设一年后市场仍按当前约 3.11% 回购收益率定价：

- 保守（回购维持 $0.55B）: 价格 = 0.55/0.0311/0.39 = $45
- 中性（回购 $1.0B）: 价格 = 1.0/0.0311/0.39 = $83
- 乐观（回购 $1.5B）: 价格 = 1.5/0.0311/0.39 = $124
- 极乐观（回购 $2.0B）: 价格 = 2.0/0.0311/0.39 = $165

三、Hyperliquid 有潜力对市场进行重新的洗牌：能够挑战 Binance、纳斯达克、传统券商

目前 HYPE 在市场的份额大概在 3-6% 左右；Binance 在 18-32% 左右。Binance 目前是 HYPE 3-6 倍交易量以上。

传统在纳斯达克发行的股票，可以在 Hyperliquid 上进行，所有记录都公开透明，全世界的资金可以不通过美国资管直接涌入。

参考
https://t.co/Na8W44tESI
https://t.co/AZeCDMUpWD
https://t.co/0zcatKqFXW
https://t.co/NhkGqMvjma

#alphaFinding #HYPE #Hyperliquid

[Nida @Nida20111]

@MrGigaWhale Bee happy

[Whale @MrGigaWhale]

The crowded trade problem is one of the more counterintuitive risks in markets.

The common assumption is that if a lot of smart people are in the same position, that position is probably correct. The analysis is sound, the thesis is well-constructed, and broad agreement seems like validation. But what crowding actually does is change the exit dynamics entirely.

When everyone is on the same side, the position works until it doesn't, and when it doesn't, the exit is simultaneous. There's nobody to sell to except other holders who are trying to exit for the same reason. The fundamental thesis can be completely right and the position can still produce a painful drawdown purely because the unwind is simultaneous and there's no incremental buyer to absorb it.

The most dangerous trades in crypto are the ones that feel safe because everyone agrees with them. The consensus is often correct on direction and catastrophic on timing, because the consensus getting in is what makes the eventual unwind violent.

[GigaMoney | 腾达证券 @gigamoney_hk]

券商 3.0 時代：GigaMoney 如何把「華爾街桌面」裝進你的手機？

[Nida @Nida20111]

@ChestoAI Hello

[Chesto @chestoai]

Hello world!

[Nida @Nida20111]

Ngeri razia x skrng

[Joseph Raczynski @joerazz]

Unbelievable stuff! Here's my take, back from @token2049 Singapore. Much more to come with the upcoming podcasts...

[suffuze.eth 🪞 @Suffuze]

What's that? A new challenger approaching... and there's sharks with frickin' laser beams!?

Dr. Ganon has entered the battle 🪖

[pandateemo @pandateemo88]

[ 축제갈래? 야핑할래? ]

주말에 축제가 엄청 많아요
서울 바비큐축제 / 대구 떡볶이축제 / 전주 비빔밥축제 / 원주 만두축제 / 김천 김밥축제 / 대전 와인축제 / 문경 사과축제 / 보은 대추축제 / 영주 인삼축제 / 횡성 한우축제 / 예산 사과축제 / 강경 젓갈축제 / 연천 율무축제 /양양 연어축제 /광주 김치축제

여러분들은 어떻게 하시겠어요?
아니면 야핑하시겠어요?

@cookiedotfun 에 온보딩 된 프로젝트가 무엇이 있는지 살펴보았습니다

1️⃣ @vooi_io
키워드: Hyperliquid / 하이퍼리퀴드, Real-Time Stats / 실시간 통계, Smart Alerts / 스마트 알림
설명: 사용자 친화적인 Hyperliquid DEX, 실시간 거래와 스마트 알림 기능 제공

2️⃣ @almanak
키워드: AI Swarm / AI 스왐, No-Code Strategy Builder / 노코드 전략 빌더, Non-Custodial Deployment / 논 커스터디 배포
설명: AI 에이전트 협업으로 자동화된 DeFi 전략 설계 및 실행 지원

3️⃣ @useTria
키워드: Self-Custodial Neobank / 자가 관리형 네오뱅크, BestPath AVS / 베스트패스 AVS, AI-Driven Cross-Chain Interactions / AI 기반 크로스체인 상호작용
설명: AI 기반 크로스체인 결제와 자가 관리형 금융 솔루션 제공

4️⃣ @pacifica_fi
키워드: CEX-grade Speed / CEX급 속도, Non-Custodial Margin / 비수탁 마진, AI Trading Tools / AI 트레이딩 도구
설명: Solana 기반 영구선물 DEX, 고속 체결과 비수탁 마진 거래 제공

5️⃣ @RaylsLabs
키워드: UniFi Blockchain / UniFi 블록체인, Enygma Privacy Layer / Enygma 프라이버시 계층, Institutional Tokenization Solutions / 기관 중심 토큰화 솔루션
설명: TradFi와 DeFi를 통합한 UniFi 생태계 구축, 금융 기관용 블록체인 솔루션

6️⃣ @Velora
키워드: Alex – AI Site Assistant / 건설 프로젝트 관리, Flash – AI Copilot / 고객 피드백 분석, Velora AI / 맞춤형 AI 솔루션
설명: 산업별 맞춤형 AI 솔루션 제공, 건설·고객 피드백 등 다양한 분야 지원

7️⃣ @antix_in
키워드: Digital Human Platform / 디지털 휴먼 플랫폼, $ANTIX Token / ANTIX 토큰, Metaverse & NFT Integration / 메타버스 & NFT 통합
설명: AI 기반 디지털 휴먼 생성 및 메타버스/NFT 통합 솔루션 제공

8️⃣ @LayerBankFi
키워드: $LAB Token / LAB 토큰, Leverage Looping Vaults / 레버리지 루핑 볼트, Cross-Chain Capital Flow / 교차 체인 자본 흐름
설명: 옴니체인 DeFi 플랫폼, 자본 효율성과 교차체인 자산 활용 지원

9️⃣ @build_on_bob
키워드: Hybrid L2 Architecture / 하이브리드 L2 아키텍처, Bitcoin-Powered DeFi / 비트코인 기반 DeFi, Developer-Friendly Tools / 개발자 친화적 도구
설명: 비트코인 기반 하이브리드 Layer 2, DeFi 생태계 구축 지원

🔟 @tenprotocol
키워드: Encrypted Smart Contracts / 암호화된 스마트 계약, MEV Mitigation / MEV 방지, EVM Compatibility / EVM 호환성
설명: Obscuro 기반 암호화 Layer2 롤업, 개인정보 보호와 공정 거래 지원

[frokalo @ffrokalo]

My @monad journey — from testnet explorer to eligibility checker 🧵👇

1️⃣ Started exploring Monad testnet — testing everything I could find
2️⃣ Used almost every dApp in the Monad directory to understand the ecosystem
3️⃣ Joined the Monad Discord, met amazing people & joined my regional Telegram group
4️⃣ Made new friends (some closer than others — that’s life)
5️⃣ Joined Shark Tank sessions, watched projects pitch, and gave weekly feedback
6️⃣ Even won once for suggesting new features for @BreathOfEstova
7️⃣ Got my Full Access role — kept attending VCs & events
8️⃣ Grew my X account from 150 → 800 followers in 4 months 📈
9️⃣ Stayed real — no engagement farming, no misinformation. Just honest takes and good vibes
🔟 Entered NFT communities, secured WLs (see first comment)

💸 Traded perps on @PinguExchange , flipped NFTs, earned 50K testnet $MON & grabbed a @skrumpeys
🐸Focused on @ChogNFT — even created a Farcaster community (900 members!), some of them joined Chogtober event
🎲 Been part of a team building Chogopoly, a Chog-themed Monopoly web app (Web3 maybe soon 👀)
Now:
✅ Top 99% on the Eligibility Checker
✅ Still 100% @monad maxi
✅ Still 100% @chog maxi

Regrets?
Being late and Missing the Greece meetup 🇬🇷

Mainnet’s coming — I’m ready to go all in on perps, NFTs, memes, and dApps.
Let’s make history with Monad — Keep Clicking🚀

[Yousef92 .ink | 𝔽rAI 🍚 ⛓ @Yousef47000]

Which one is more valuable?

1- @boostdotgg : early Socialfi with high cummunity members
@imua / @campnetworkxyz / @grvt_io
@belongnet / @aegis_im / @meme

2- @wallchain_xyz : Alpha CT contributor are in
@idOS_network / @genome_protocol are more hyped

[Krypto Cock Coin @KryptoCockCoin_]

🎃 Something has awakened in the RYFT 🌀

Whispers spread onchain, portals opening, energy stirring, and now…

Krypto $Cock Coin is crossing the threshold...

This Halloween SZN, we join others in the RYFT Halloween Special, where tokens come alive as Hybrid NFTs forged between worlds.

🌀 Enter the RYFT. If you dare...

$31 in $RYFT tokens to 3 participants each:

📡 To Enter👇

🐈‍⬛ Like this post

✨ RT to spread the signal

🗨 Comment your favorite Halloween GIF below 🎃

👻 Follow @KryptoCockCoin_ & @entertheryft to stay tuned for the next episodes and prizes that await

⏳ Winners announced in 48 HRS

#RYFTHalloweenSpecial 🎃🌀

[howdy chat @HowdyDotChat]

🚀 Short & Snappy (Quick Attention Grab)

"Only 5 Boxes A Day, Instant DEGEN Chance! Open your CACHEBOX now. DEGEN or ZONK? High risk, real reward!"
"Stop Grinding, Start Gaining! Every day, 5 chances. CACHEBOX can drop you 5 DEGEN instantly. Feeling lucky?"
"The Daily Jackpot is Yours to Claim! Check CACHEBOX. If fortune smiles, instantly bag DEGEN. Fail? It’s just a ZONK. Worth the risk!"
"Life is about luck. CACHEBOX gives you 5 daily tests. Hit BOX and win +5 DEGEN!"

PLAY NOW!!!

https://t.co/UJFK4bwZeC

[🥛 MILK.FUN @milkdotfun]

Welcome to https://t.co/s3yN3SiGOW — a game on Base that builds a global onchain library while you play and earn.

There will be airdrop for farcaster users and activities to secure your place in. you're early.

stay tuned, smth will drop soon.

FC --> https://t.co/lFAFk0WPBI

[Nida @Nida20111]

@goyagl90 @vooi_io 뿌이뿌이

[yonii.base.eth @goyagl90]

DEX 베이스 토큰은 CEX 이더 반등후 한템포 느리게옴. 이걸 생각해보면 하락때도 cex흐름보면 어느정도 대비가가능(템포가 느리기때문)

항상 말하지만 돈의 흐름이 눈에 보여아함!

반등할거 다하고 fomo와서 그제서야 들어가면 단기조정에 물림!

그리고 변동성 높은 장에서 @vooi_io 고배 레버리지로 point 도전하면 ㅠㅠ 오히려 에드받는거보다 돈 삭제됨!

구즈적으로 VOOI는 체인을 신경안써도되고 가스피도 없고 좋지만ㅎㅎ 자신이 궁극적으로 돈을 벌기위해서 플젝에 참여했다면 배꼽이 배보다 크면 안되겠쥬?!

@vooi_io 는 '체인 추상화' 기술을 활용해, 여러 퍼블릭 체인에 연결하고 자산을 통합하는 구조를 설계하였습니다!!

여기에 더해 멀티체인과 자산 통합 기능을 통해 유동성이 흩어지는 문제를 줄이려는 시도를 하고 있습니다.

1. Unified Balance

2. AI-driven Infrastructure

3. Perps + RWAs

4. Non-custodial

5. Gasless

6. Modular Integration

7. Chain Abstraction

[Pandora @pandoradotgame]

Pandora is an onchain sci-fi card game allowing players to lead fleets of Ships and Heroes to seek 🧊 $ICE — the galaxy’s most valuable resource.

On Solana. For Solana.

Website: https://t.co/28Cj5JygZl
Telegram: https://t.co/3tFJormJih
Docs: https://t.co/JvhfuKcRB6
X/Twitter: https://t.co/BmmJIFtBQ0

[Pandora @pandoradotgame]

What is Pandora? 🛸

Pandora is a bold GameFi experiment built on Solana. It begins with a fully onchain game that lays the foundation for a no-code game builder platform👇

[suffuze.eth 🪞 @Suffuze]

New card approaching...

Get ready to get Falcon-Punched! 🔥 👊

*First to drop proof of pulling this card below, gets 10 free packs 🤠

*Have an idea for a future SSB card? Quote this post with your idea, the best idea will win 10 packs 💪