Ayovex🦕

siu

[Ayovex🦕 @VexRex23]

First there was one, and then there was all.

Hyperliquid.

[P @p1abypia]

Just liquidated all my ETH I've been holding for 6 years to go all in hyperliquid:native

Hyperliquid

[Ayovex🦕 @VexRex23]

All will bend the knee

Hyperliquid.

[Coinbase 🛡️ @coinbase]

Coinbase is now the official deployer of @HyperliquidX's USDC treasury wallet.

We will be activating AQAv2 from the two addresses below:

0x4E5319dEb1072B01439EE674db5C321d11fd96F8

0xc20699185c15D0a2fD65779BB5d69f5b0B113c00

[Hyperliquid News @HyperliquidNews]

15 hours ago, the team unstaked 18.88M hyperliquid:native, worth approximately $1.14B, and redelegated it across 11 validators.

[Yan Liberman @YanLiberman]

Fair critique, but I think it's the wrong way to judge Venice at this stage.

Crypto has become weird around value accrual. A lot of holders have been burned by tokens with no real business behind them, so everyone wants hard value accrual immediately. Then Hyperliquid comes along and returns a huge share of revenue to holders, and suddenly that becomes the benchmark.

But Hyperliquid is the exception, not the rule.

Most companies at Venice's stage should not be returning meaningful capital to anyone, whether equity holders or token holders. They should be reinvesting into growth. If Venice were burning a huge chunk of revenue today, I'd honestly think that was worse capital allocation, not better.

So yes, current burns are small. I agree. But I don't think the burn is supposed to be the demand source today. It's more of a signal that VVV is economically tied to the platform, and it gives the market an on-chain proxy for new paid sub adds, since each tier triggers a specific dollar burn that anyone can see.

The alignment piece matters too. Venice the company sits on tens of millions of VVV in treasury, so it benefits directly from VVV appreciation. Erik's history points the same direction. At ShapeShift, he took a shareholder-owned company and pushed it toward a token/community-owned model, with FOX holders governing platform economics and shareholders receiving FOX with no special privileges. And with Venice, he has explicitly said he wants to burn every last VVV token.

That does not make VVV equity, but it does show he's oriented toward token holders, not against them.

So I'd separate the critique into two questions.

Is current value accrual enough to support the token by itself? No. Agreed.

Is VVV economically linked to the platform in a way that can matter a lot more if Venice keeps scaling? I think yes.

The bet is on the trajectory, not today's burn rate. If we're back here in 12-18 months and Venice has scaled revenue meaningfully but burns still haven't grown, the critique gets a lot stronger. But that isn't today.

Today, I'd rather see Venice reinvest aggressively into growth while keeping the token tied to that growth than crank up burns too early.

https://t.co/tcMRwTFb49

[Ayovex🦕 @VexRex23]

Max shorting zcash

[Hunter Biden @HunterBiden]

@gmoneyNFT Hyperliquid

[ComeUpKhan @ComeUpKhan]

Once btc goes under 60k then the real panic will start

[Hunter Horsley @HHorsley]

~$7,500,000 inflows into the Bitwise Hyperliquid ETF $BHYP today. HYPE purchased.

~$30,000,000 volume traded.

A pull back is opportunity for many investors. Crypto has never been a straight line, and it won't start being one now.

Onward —

[Grayscale @Grayscale]

Grayscale Hyperliquid Staking ETF (Ticker: $HYPG), the $HYPE ETP with the lowest gross management fee in the U.S.¹, starts trading tomorrow.

$HYPE is the asset powering 24/7 onchain markets, with @HyperliquidX driving trillions in perpetual trading volume²

Direct $HYPE exposure and staking. In your brokerage account tomorrow.

Hyperliquid.

[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/3dUhMXjVao

[Ayovex🦕 @VexRex23]

@0xrickybobby All this alpha for free

[Orange @OrangeSBS]

The downfall of polymarket.

The team resolved the “microstrategy sells any Bitcoin by May 31” market to No.

The problem is they literally sold Bitcoin in May.

It’s not even up for debate. The filing says they sold Bitcoin. That’s a fact.

If a tree fell in the forest on May 31st, but someone didn't discover it until June 1st, then Polymarket would resolve that the tree fell on June 1st

If users can’t trust markets to be resolved based on what actually happened, the whole product falls apart.

Pretty hard to justify using a prediction market when objective facts apparently don’t matter.

This is basically free advertising Hip4 hyperliquid

Hyperliquid is just superior

[Ayovex🦕 @VexRex23]

Grass broke out on a weekly
- Grey box = weekly OB
where i think everyone should be filling orders
- If we get closure above the green line, it's takeoff time
- Range 2 is a freebee
Earnings call July 7th

[Ayovex🦕 @VexRex23]

$Grass

[Ayovex🦕 @VexRex23]

https://t.co/crShn5sk6m https://t.co/gy1DNgiBep https://t.co/0xSqOHMaDU

[Ansem @blknoiz06]

@therollupco @YanLiberman @grass if they improved comms this coin would 3x in less than a month

[Ayovex🦕 @VexRex23]

@ComeUpKhan I lost it all

[Ayovex🦕 @VexRex23]

funny thing is that as the price of Hype goes higher, being the house of all finance becomes more and more real every day. Study reflexivity in price and a team of 11 building 25/7. High price -> More attention -> More volume -> More trust -> More value to hype and an unlimited flywheel. Deaux was just the warmup.

Hyperliquid.