The Man Who Wasn't There

Fu**ed by RBS and GRG

[The Man Who Wasn't There @aldo869]

@Alikhan_tpt LTF pdf

[McKenna @Crypto_McKenna]

Below is our Institutional grade report on Hyperliquid where we attempt to re-evaluate our Thesis from the ground up.

We reflected on Hyperliquid's past growth becoming the No.1 Derivative DEX and revenue generating public blockchain in the digital asset space. Then proceeded to evaluate future growth tailwinds such as builder codes, aligned stablecoins and builder-deployed perpetuals via HIP-3.

Finally we published our valuation framework which includes modelling surrounding projected revenue for 2026 alongside a 1-yr increase in float via core contributor unlocks.

Hope you all enjoy

Hyperliquid

[Bancor @Bancor]

Most DEXs — you react to the market.
@CarbonDeFixyz — you make the market on your terms.

Engineered for precision and control — onchain maker-style orders, advanced automation, and a built-in solver system that helps fulfill strategies using chainwide liquidity.

Only on Carbon DeFi 🗿

[primalglenn 🌐🖥️ @PrimalGlenn]

For those that have used concentrated liquidity DEXs, you are going to like Carbon even more as the fees automatically compounding.

In prototypical concentrated liquidity solutions, fees tend to collect in a separate bucket/location where you have to manually auto compound or rely on a third party. On Carbon DeFi, this happens automatically due to the internals of the protocol.

Furthermore, you have the option to set whatever fee (goodbye fee tiers) you want to charge the market to use your liquidity in addition to being able to create a concentrated liquidity position under ANY trading pair.

As long as the underlying tokens are sufficiently liquid onchain on any trading venue Bancor's Arb Fast Lane (and other takers) will source the liquidity chainwide and keep your position trading.

[The Man Who Wasn't There @aldo869]

@KoroushAK Risk

[Hyperliquid @HyperliquidX]

During the recent market volatility, the Hyperliquid blockchain had zero downtime or latency issues despite record traffic and volumes. HyperBFT consensus and execution handled the spike in throughput gracefully.

This was an important stress test proving that Hyperliquid's decentralized and fully onchain financial system can be robust and scalable. The system's risk and margining implementation functioned as designed, ensuring platform solvency throughout the extreme volatility.

[Cobie @cobie]

@binance Hyperliquid

[Doola @0xdoola]

So @HyperliquidX got

-USDT integration for Free
-Etherscan integration for Free
-Phantom integration for Free

Not a single dollar has been paid to any person/institution/KOL

Yet people are shilling it for free and major players in the ecosystem are integrating and building on Hyperliquid without any deals of any kind.

There is a lesson in that, i can’t imagine how Jeff and co must be feeling right now, its a moment of pride to be able to crack the code to building a once in a decade juggernaut of a business and share it with thousands for free.

I mean they could have kept to themselves and gone the IPO/Equities route or the Pump Fun max extractor route, but no they chose people over profits and thats why every single person wants to give back from builders to content creators in any shape or form.

Im glad i found Hyperliquid early and I’m even more excited for the future.

Seriously after all of this if you are not convinced that $HYPE is a net positive for the industry and are basically achieving what many of us dreamt about for years in the space then i don’t know what you’re really doing here with your time, you owe it to yourself to be a part of this.

The first project since literally Bitcoin that actually values people and community over profits.

Hyperliquid

[Bancor @Bancor]

🏆 Top performers on @TacBuild — September
@CarbonDeFixyz and the Arb Fast Lane once again prove what next-gen DeFi infrastructure looks like:

🗿 Carbon DeFi
186K+ trades
$2M+ volume

🤖 Arb Fast Lane
#1 in Gas Consumption
#1 in Transactions

[kook @KookCapitalLLC]

defi llama delists aster perps

after determining all the volume is fake

who could have seen this coming??????

[Chainlink @chainlink]

Plasma (@plasma), a high-performance layer-1 blockchain purpose-built for stablecoins, with over $5.5B in stablecoin supply just one week after launch, is joining Chainlink Scale to enable Plasma developers to build next-gen stablecoin applications.

https://t.co/dDY1M7L3jT

With Chainlink as Plasma’s official oracle provider, Chainlink CCIP, Data Streams, and Data Feeds are live on Plasma from day one, laying the foundation for high-performance, data-rich, and interoperable stablecoin applications.

@aave is live on Plasma and already seeing massive traction with over $6.2B deposited since launch, powered by Chainlink CCIP and Data Feeds to bring secure and efficient lending markets to Plasma’s rapidly growing ecosystem.

[Aave @aave]

@chainlink @Plasma Trillions

[Crypto Briefing @Crypto_Briefing]

🚨 NEW: Plasma founder @pauliepunt says no team members have sold $XPL, with all investor and team tokens locked for 3 years (1-year cliff). He added that about 3 of the ~50 team members came from Blur or Blast, and confirmed Wintermute has not been engaged as a market maker.

[Paul @pauliepunt]

We’ve seen a number of rumors circulating since the launch of XPL and want to set the record straight.

1/ No team members have sold any XPL. All investor and team XPL is locked for 3 years with a 1 year cliff.

2/ Of our team of ~50, three spent time at Blur or Blast. Our team members also come from Google, Facebook, Square, Temasek, Goldman Sachs, and Nuvei. To say our team is "ex-Blast" is to say it is "ex" any of these firms. We are proud of the team we've assembled at Plasma.

3/ We have not engaged Wintermute as a market maker and have never contracted with Wintermute for any of their services. We have the same information as the public on Wintermute's ownership of XPL.

We are laser-focused on building the future of money and won’t be commenting further. We remain incredibly grateful for our community's support. Now back to work.

Trillions.

[Hester Bais @Wftproof]

“Read our book and share my story.

So journalists and politicians can no longer ignore this banking fraud and network corruption.”

Video with English subtitle

Please RT 🙏

Available in English (e-book) via (ao) Amazon

#FED #ECB #investmentbanks #pensionfunds #TPI #SOFR #Draghi #collateral #debt #CO2 #OTCderivatives #GoldmanSachs #ING #APG

[The Man Who Wasn't There @aldo869]

@tong0x @avastudio_ Ava

[The Man Who Wasn't There @aldo869]

@EmperorBTC Add me please.

[The Man Who Wasn't There @aldo869]

@KoroushAK Yes

[The Man Who Wasn't There @aldo869]

@VikingXBT $KUJI

[The Man Who Wasn't There @aldo869]

@RiddlerDeFi @zero1_labs Me too!