Конченный

[Flood @ThinkingUSD]

Total Hyperliquid Victory

[Capital Flows @Globalflows]

Hyperliquid continues to bid

Let me share several thoughts on how I think about the progression of my Hyperliquid adoption and how the entire system is being flipped in a way no one is positioned for: 🧵

First, we are moving in lockstep with the view I laid out in my pinned tweet. The idea is that tradfi assets migrating to Hyperliquid are creating an uncorrelated source of returns that is causing Hyperliquid to diverge from Bitcoin. This is happening perfectly as HIP-3 volume becomes a larger percentage of OI and volume. But this isn’t all that’s happen, it would be one thing if HYPE diverged from Bitcoin but it’s also rallied while global equity markets have sold off on geopolitical risk.

We are literally seeing Hyperliquid benefit from global volatility. It is in many way exhibiting antifragility.

Second, we are still waiting on Hyperliquid to be integrated into the US regulatory framework. Once this happens, even more flows will come on and arbitrage a lot of returns so that the funding rates collapse. Once funding rates for leverage on perps collapse, even more traders will be incentivized to enter the platform and get institutional level leverage as a normal person.

Soon enough, you’ll have the same ISDA level leverage as @chamath

Third, we have already seen many firms file for HYPE ETFs but we are still waiting for approval. It is this interim period of time that people are going to be aggressively chasing exposure to the HYPE token but won’t be able to obtain it until the ETFs launch. In this window of time, $PURR is likely to rally the most because it’s THE way for larger players to get exposure since they hold the most tokens of any DAT for traders to get size on. If options are listed on $PURR then this is likely to create a massive gamma squeeze. This is why the $PURR stock is my largest position right now and why I did an interview with the ceo. I’ll link this interview below.

Finally, what seems to allude most people is how agentic trading for both systematic and discretionary traders is going to dominate and THE primary place to express this is Hyperliquid. When you have low cost of leverage, more leverage than a traditional brokerage account, and the ability to run an ETF type vault with Agentic Trading, the amount of money that will flow onto Hyperliquid is not conceivable. I suspect that this adoption will overlap at the same time that greater memory options are released for all of the AIs. When you have more memory, you’re able to have more informed iteration. Match this with the massive amount of compute to fuel this and you have a scenario for one of the largest productivity booms and liquidity injections in history.

This doesn’t even account for the possibility of tokenization laws to pass where you can legally tokenize real world assets on chain.

The upside is always inconceivable in foresight but obvious in retrospect.

My entire goal right now is taking a bet on Agentic Macro Trading and Hyperliquid. If you want to follow everything I’m doing, you can get every update here: https://t.co/rpJr1XL6FO

[Конченный @dylan9giot]

@Wolkulack1 @collinsnotes @br0tail @WenRugxxx @hanakoxbt thank you so

[Конченный @dylan9giot]

@Wolkulack1 @collinsnotes @br0tail @WenRugxxx @hanakoxbt you have code?

[Конченный @dylan9giot]

@collinsnotes @br0tail @WenRugxxx @hanakoxbt be early + get rewarded for activity

[Конченный @dylan9giot]

@Wolkulack1 @OddsMindX yeah but i’ve been seeing smaller platforms pop up lately

[Конченный @dylan9giot]

@OddsMindX @Xmarketapp wait creators actually earn fees here?

[Odds Mind @OddsMindX]

Got 2 codes for @Xmarketapp private beta

Small alpha most people haven’t noticed yet:

- Market creators earn a share of the trading fees
- If your market goes viral and people trade it → you keep getting paid

So instead of just betting on trends, you can actually own the market around them

Pretty different from @Polymarket / @Kalshi

DM if you want a code

[Конченный @dylan9giot]

Now, the on-chain gaming wallet is ONE

Immutable's relentless activity has confirmed: "Who is truly the King of Gaming Chains?"

Immutable X and Immutable zkEVM have just completed ONE merged chain.

[Hyperliquid @HyperliquidX]

HyperCore will support outcome trading (HIP-4). Outcomes are fully collateralized contracts that settle within a fixed range. They are a general-purpose primitive that are useful for applications such as prediction markets and bounded options-like instruments. There has been extensive user demand in both of these areas, and builders will likely think of novel applications as well.

Outcomes bring non-linearity, dated contracts, and an alternative form of derivative trading that does not involve leverage or liquidations. The outcome primitive expands the expressivity of HyperCore, while composing with other primitives such as portfolio margin and the HyperEVM.

Outcomes are a work in progress and currently only being tested on testnet. Canonical markets based on objective settlement sources will be deployed once technical development is complete. Canonical markets will be denominated in USDH. Pending user feedback, the infrastructure will be extended to permissionless deployment.

[x256.hl @x256xx]

Trove @TroveMarkets is doing an ICO on January 8th.

Key details:

- Raise $2,5M
- 20M FDV
- Trove point holders get boosts allo (if oversubscribed)
- 100% unlock at TGE
- 70% of the generated fees goes towards buybacks and staking rewards
- TGE end of January

One of the projects that could get huge traction if done right imo.

[Конченный @dylan9giot]

A YouTuber switched to selling fans and earned over $2 million in just one day.

Coin traders should think about this!

[HYPEconomist @HYPEconomist]

2026 looks like the year of the bull

[Конченный @dylan9giot]

checked onchain and @variational_io is pumping volume hard lately, whales accumulating like crazy, early farm gonna pay off big

[Stacy Muur @stacy_muur]

18 new perp DEXs to farm in 2026 ↓

• @cascade_xyz
• @extendedapp
• @paradex
• @grvt_io
• @risextrade
• @Backpack
• @pacifica_fi
• @ostium
• @VestExchange
• @BullpenFi
• @nadoHQ
• @01Exchange
• @etherealdex
• @axiome_pro
• @DecibelTrade
• @hibachi_xyz
• @variational_io
• @StandX_Official

Who did I miss?

[Haiku @HaikuTrade]

Haiku integrates @kinetiq_xyz

Execute a portfolio move into $kHYPE in a single swap.

Aggregate lending, vault, pool, and CLAMM positions, cross-chain or same chain, all resolved through dynamic routing in one transaction.

Any DeFi strategy in a single swap.

[Hyperliquid @HyperliquidX]

Happy Holidays!

Thank you to the community for your continued support as Hyperliquid builds toward housing all finance onchain.

[Конченный @dylan9giot]

**BRUH**