Gm et bon dimanche à tous,
@Kalshi / @Polymarket c’est bien mignon mais les Prediction Markets via HIP-4 arrivent prochainement sur @HyperliquidX et ça va forcément redistribuer pas mal de cartes.
On se fait un petit vocal demain à 20h30 pour creuser ça ensemble dans le discord de @TheDiggersDAO . C'est ouvert à tout le monde, venez poser vos questions ou juste écouter.
@Abbasshaikh@PhoenixTrade The dot HLs with the smallest amount of hype and the worst entry are the most threatened by a just barely started onchain solana perp DEX that’s still in beta.
A lot of people are hoping for a Hyperliquid airdrop and I’m one of them.
But realistically, the key variable is the price of $HYPE.
As long as it doesn’t move higher, it’s hard to see the team triggering an airdrop and adding sell pressure.
Hyperliquid clearly has a long-term vision, inspired by how Jeff Bezos built Amazon.
But with around 40% of the supply still to be distributed, I also think they’ll not wait forever. My base case is something happening in the coming months, ideally with a higher HYPE price by then.
Until that happens, the best move is simply to keep using Hyperliquid, especially testing underused features like Portfolio Margin (and BLP), even in pre-alpha, as well as HIP-3 markets.
By doing that, I learned a lot about upcoming catalysts for HL, generated +1B trading volume and found a bug which was rewarded (bug bounty).
Btw, what you think Hypurr NFTs will actually be used for? Do you see them playing a role in the next Hyperliquid airdrop, or having real utility down the line? 🤔
The last time HYPE was $50:
- BTC was $125K
- ETH was $4600
- SOL was $235
- HIP-3 didn’t exist
- HIP-4 didn’t exist
- PURR wasn’t bidding HYPE
- HYPE ETFs didn’t exist
- Circle wasn’t giving HL 90% of their USDC yield
- People assumed team unlocks was 10M HYPE tokens monthly
Le partenariat AQAv2 fait que le yield des réserves USDC est partagé à ~90 % avec le protocole Hyperliquid. → Ce yield va directement dans l’Assistance Fund de Hyperliquid.
USDC sur Hyperliquid = déjà ~5 milliards (et ça va continuer à grossir avec la migration USDH → USDC).
Yield estimé sur ces réserves + partage → +146 M$ à 180 M$ de buybacks annuels supplémentaires rien que du USDC.