alejandro.hl🕯️ 🦜🐈🌴🇺🇸

just another cat trying to escape the rat race $HYPE $HYPIO Hyperliquid, Lighter and extended Maxi

[alejandro.hl🕯️ 🦜🐈🌴🇺🇸 @alejandroinla]

@Henrik_on_HL Hype is this cycles FTX and Luna get out while you still can

[alejandro.hl🕯️ 🦜🐈🌴🇺🇸 @alejandroinla]

@based16z @corgil It’s over
Hype is this cycles FTX

[alejandro.hl🕯️ 🦜🐈🌴🇺🇸 @alejandroinla]

@SolJakey Good fucken call what’s next boss

[Space Investor @SpaceInvestor_D]

That’s cool.

A lot of bigger accounts on X benefit from selective memory, only highlighting their wins and ignoring the rest.

This moves things in a better direction by tracking ROI across X accounts using AI, not just cherry-picked calls.

Still early and imperfect, but it could become a strong accountability layer over time.

[alejandro.hl🕯️ 🦜🐈🌴🇺🇸 @alejandroinla]

@CryptoParadyme whats tezos?

[pangboy.hl @pangb0y]

The first account I saw coming from tradfi that had a deep understanding of Hyperliquid & $PURR

+ also called the exact bottom of both

Good account to follow @Globalflows

[StarPlatinum @StarPlatinum_]

On September 21 Arthur Hayes sold his entire $HYPE position for $5.1M

(He shilled it in stage before)

Joking that the gains would cover his Ferrari deposit.

This aged like milk now looking at the token price

[alejandro.hl🕯️ 🦜🐈🌴🇺🇸 @alejandroinla]

@lobotomy_user and get Hyperliquidated

[Jack @Jackkk]

DeFi Monk explains why Hyperliquid shouldn’t be valued using FDV

“Right now we think it should probably be somewhere in between, if not closer to circulating”

“That’s a massive shift in the story if all of a sudden Hyperliquid is not worth like $60B. I’ve had a background in equities before and there is no such thing as an FDV for the average stock”

“No one ever sits down and goes what is the maximum amount of shares Nvidia could ever issue over the entire history of the stock. I think now that we’re introducing HYPE to this more traditional investor, we kind of need to speak on their terms”

“The reality is the 40% or so of supply allocated for future incentives, I just don’t think that makes sense to be including in any sort of real market cap discussion”

“One, we have no idea when and if that supply will ever come online and two, if it does, I think there’s a real chance Jeff and the team decide to use it in an accretive way where let’s say a dollar worth of HYPE incentives generates a dollar or more of HYPE buybacks”

“So what is inflation really? It’s probably just staking rewards and team unlocks. That’s basically what investors should be focusing on”

[alejandro.hl🕯️ 🦜🐈🌴🇺🇸 @alejandroinla]

@mk4_lul These are all dogshit better opportunities in stocks

[Grayscale @Grayscale]

🆕 Grayscale Research: Hyperliquid is the breakout success story of modern digital assets.
↳ ~$800M in 2025 revenue
↳ 8th largest crypto asset by market cap
↳ No VC backing
↳ Still geoblocked in the U.S.

Our latest report unpacks how it happened, and what's next.

Hyperliquid.

https://t.co/bS3TGy42U5

[kook 🏝️ @KookCapitalLLC]

one of the most telling signs for $hype that you might not realize

definitive proof that its going a lot higher

is the extent to which its driving 'revisionist history' and creative story telling

the whole timeline and every spaces is filled with people who have been in hype since 2024

were bullish the whole time

accumulated the token and never sold the (many) violent dips

understood the bull case and preached it to their network

hype was a consensus trade since tge and everyone you follow or talk to allocated heavily and won big

👆 this is what they are saying

this is an extremely bullish social phenomenon

i will explain whats going on

we can relate this to the sol meme cycle

everyone faded sol memes in fall 2023

> 'too smart to buy memes'
> 'wait until nfts come back'
> 'no utility heh'

from fall 2023 to mid-2025, one by one, in order of intelligence, the retards would give up fading and capitulate into the meme market

its the same here

the 'smarter' retards are now making up their own backstory about how they were always there

the dumber ones are still fudding or chasing cope plays

this is very powerful

there will be very few mega winners off of $hype and now everyone realizes how obvious it was

so they want to go back and re-write their own lore to say they were actually there

people subconsciously realizing if they didnt hit, didnt understand it, didnt even try to do the research, they look like a clown

there couldnt be a more bullish sign at this stage

much higher soon

hyperliquid will define the next cycle

dont sell your coins too early

everyone buys $hype at the price they deserve

hyperliquid

[McKenna @Crypto_McKenna]

$HYPE is successfully holding above it's previous all time high.

My first targets for HYPE is at $84 and above but I am in the view given recent developments that HYPE should trade above 3 digits in less than 12 months.

ETFs began trading in the 50s and TradFi are certainly willing to pay that price. On a market cap adjusted basis HYPE inflows are the strongest inflows for any ETF we have seen to date.

Max long spot HYPE and chill for now.

[Rich Peter @peterli34923561]

$RDW --- $RDW is a surging space‑concept dark horse within the U.S. aerospace infrastructure and defense sector. It has rolled out a string of major bullish catalysts across military‑grade drones, defense and space contracts, and fundamental financials, securing tens‑of‑millions‑of‑dollars worth of military deals with NATO nations, driven by explosive growth in its drone business.

On May 19, 2026, Redwire announced it had won a high eight‑figure multi‑year contract (nearly $100 million) with a NATO ally via competitive bidding, supplying its next‑generation Penguin Mk3 tactical unmanned aircraft systems (UAS). This drone lineup boasts extensive combat‑proven experience, with over 250 units already delivered to Ukrainian forces. The deal marks Redwire’s successful transformation from a pure aerospace component supplier to a high‑value defense system integrator.

1.Secured a $15‑million follow‑on order from the U.S. Army
On May 20, the company landed another $15‑million supplemental order from the U.S. Army’s 1st Aviation Brigade for Stalker drone systems. This marks the third Stalker order issued by the U.S. military in the past eight months, turning its defense segment into a steady cash cow.

2.Named prime contractor for DARPA’s Very Low Earth Orbit (VLEO) program
As the prime contractor for DARPA’s Otter program, Redwire is developing air‑breathing spacecraft capable of operating in Very Low Earth Orbit, near the edge of Earth’s atmosphere. On May 20, its subcontractor Voyager delivered high‑precision accelerometer measurement systems to Redwire. If this technology comes to fruition, Redwire will dominate the future military low‑Earth‑orbit reconnaissance market.

3.Stunning Transformation: From a Space‑Parts Vendor to a Major Aerospace‑Defense Powerhouse
Redwire was initially built through serial acquisitions of smaller firms, focusing on solar arrays, in‑space 3D printing, and satellite structural components — a low‑margin, restructuring‑stage company. In 2026, however, deep integration of Edge Autonomy allowed it to break into highly lucrative areas: the U.S. Golden Dome missile defense initiative, military drones, and low‑orbit defense satellite constellations. Today, it stands as a true dual‑sector tech giant spanning aerospace and military drones.

4.Must‑Have Pick‑and‑Shovel Play for Commercial Space & Low‑Orbit Infrastructure
SpaceX’s relentless Starlink launches and sovereign nations’ low‑orbit satellite internet projects worldwide both demand massive volumes of deployable antennas and solar panels. Redwire leads in in‑space manufacturing and deployable structural technologies, acting as the “cement‑and‑steel supplier” of the space age, with contract visibility extending years into the future.

[alejandro.hl🕯️ 🦜🐈🌴🇺🇸 @alejandroinla]

@DegenerateNews Diaperliquid

[ASTS Investors 🅰️ @ASTS_Investors]

HUUUUGGGE DAY OF MOC ORDERS IN AST SPACEMOBILE

There was an inflow of over $500m in large buys today with some huge MoC orders coming through at the end of the day.

Looks like tutes think the run will be carrying on 👀

$ASTS

[alejandro.hl🕯️ 🦜🐈🌴🇺🇸 @alejandroinla]

@notxmutlu @DC26x It’s goin to 0 even dydx is better

[Ryan Watkins @RyanWatkins_]

Bear market or bull market?

All I know is we’re in an amazing environment for risk assets broadly and a small number of tokens like $HYPE are pushing new ATHs while majors are down double digits YTD.

The combination of more sophisticated investors, and less cyclical, higher-quality projects whose fundamentals have little to do with the price of BTC, is creating a new world of winners and losers.

To win in today’s market, tokens need to be exciting to the global allocator that has zero requirement to invest in crypto and an abundance of opportunities across other asset classes and technologies.

Anything less will doom a token to PvP vs crypto natives who are forcing positions because this is all they know or have a mandate to invest in.

The global allocator is probably not interested in your niche DeFi lender or privacy project with 100 users.

The global allocator probably prefers to long semiconductor equities, rather than your obscure AI token with nothing more than cool story.

It’s important to be honest with yourself about what this all means. The bar is extremely high as what you ultimately need is a story of real disruption and fundamental acceleration.

For me the # of assets that fit this criteria may only be a handful. But to each their own.

Happy hunting.

[nairolf @0xNairolf]

some hyperliquid metrics you absolutely wanna see grow from here:

(i) builder code volume

~3% of total volume rn, you want this closer to 10%+ long term

means hyperliquid gets integrated directly into apps/products outside of the main venue

(ii) spot market share

currently ~4% vs binance on spot while perps already sits around ~17%

if hyperliquid starts eating serious spot share too, that becomes extremely painful for cexs

(iii) stablecoin supply on hyperEVM

currently around ~$2.8B while solana sits at ~$13.3B

stablecoin growth = ecosystem growth, no need to elaborate more

get those three right and ???