graphbluff

Growth @ventuals | all tweets are my own opinion and are not financial advice.

[graphbluff @graphbluff]

https://t.co/6BVXO2FpYO

[Grayscale @Grayscale]

1/ $HYPE is one of the clearest examples of DeFi competing with centralized exchanges on product and economics, not just ideology

Can an onchain exchange become one of the major venues for global trading?

A thread on @HyperliquidX 🧵

[Grayscale @Grayscale]

$HYPE x @nasdaq in Times Square

Grayscale Hyperliquid Staking ETF ($HYPG) is now available in brokerage accounts.

Hyperliquid

[Grayscale @Grayscale]

Grayscale Hyperliquid Staking ETF (Ticker: $HYPG) is now trading. The $HYPE ETP with the lowest gross management fee in the U.S.¹ and staking, in your brokerage account today.

Why $HYPE?

→ $HYPE is the crypto asset powering 24/7 markets
→ $HYPE captures value from @HyperliquidX’s $2.99T in perpetual trading volume²
→ 99% of @HyperliquidX fees go back to the protocol via buybacks³

$HYPE exposure from Grayscale, the world’s largest crypto-focused asset manager⁴

Hyperliquid.

[graphbluff @graphbluff]

The whole world will be watching Hyperliquid.

[MLM @mlmabc]

Cerebras was a test. When SpaceX, Anthropic, OpenAI, and every other major company IPOs, the whole world will be watching Hyperliquid.

[MLM @mlmabc]

Cerebras was a test. When SpaceX, Anthropic, OpenAI, and every other major company IPOs, the whole world will be watching Hyperliquid.

[Alvin Hsia @alvinhsia]

there are a few areas in crypto that seem to just keep growing, despite broader market conditions

Ventuals OI reached new ATHs last week

[Artemis @artemis]

I found 59 all-time highs in crypto last week.

- @Kalshi OI
- @tempo MPP Volume and TXNs
- @RobinhoodApp Tokenized Shares
- @ether_fi Card Volume
- HIP-3 OI, HIP-4 Volume
- @ventuals OI
- and more from @tradexyz, @trondao, @solana, and others

The full list is here, https://t.co/GmaiBtKkuR

[Alvin Hsia @alvinhsia]

lateposting, but proud to see Ventuals written about in Bloomberg last week

open markets are truth seeking machines

https://t.co/KguMEr59Au

[Ventuals @ventuals]

Someone's not picking favorites in private AI. 0xf777 just opened longs on SpaceX, OpenAI, and Anthropic — over $1.0M of exposure across all three.

SpaceX just leased its Colossus 1 supercomputer to Anthropic this week, while OpenAI shipped GPT-5.5 Instant and a wave of new ChatGPT features.

[Ventuals @ventuals]

SpaceX filed to IPO last month at a $2.0T target.

From $2.4B in 2012 to $1.25T today. ~27x growth since 2020.

The world's most valuable private company is finally going public this year.

[Ventuals @ventuals]

Trader 0xaea8 has grown their short Anthropic position to $1.5M notional, adding at a valuation of $1.0T+ after the company’s reported $900.0B funding round.

They’re currently down nearly $500.0k on their perp position, while collecting over $75.0k in funding.

[Ventuals @ventuals]

NEWS: ANTHROPIC TARGETING $900 BILLION+ VALUATION ROUND WITHIN TWO WEEKS — TOPS OPENAI'S $852 BILLION.

Per CNBC and TechCrunch, the round would more than double February's $380 billion mark; revenue run-rate reportedly $30–40B.

[Ventuals @ventuals]

The biggest earnings week of the quarter is here.

Wed after close: $MSFT, $AMZN, $META, $GOOGL
Thu after close: $AAPL, $SNDK, $RIVN

Four Mag7s on Wednesday alone.

Trade every reaction live, 24/7. No waiting for the open.

[Ventuals @ventuals]

The three most valuable private companies in the world: SpaceX, OpenAI, Anthropic.

A combined $2.69T — over 64% of the top 10's total value.

All three trade on Ventuals.

[graphbluff @graphbluff]

people want the privates

[Alvin Hsia @alvinhsia]

Ventuals OI hit ATHs this week, with the highest share out of USDH deployers

[Alvin Hsia @alvinhsia]

Ventuals OI hit ATHs this week, with the highest share out of USDH deployers

[Ventuals @ventuals]

The AI valuation rally paid out last week.

Three longs, three winners:

OpenAI: 0xec30 [+$26,772] [+61.6%]
SpaceX: 0x2854 [+$17,623] [+54.5%]
Anthropic: 0x1847 [+$10,314] [+36.2%]

Price discovery in action.

[Ventuals @ventuals]

People want the privates

Which one should we list next?

[Alvin Hsia @alvinhsia]

ANTHROPIC-USDH open interest at ~$6m

highest OI of any USDH denominated HIP-3 pair right now

people want the privates

[Ventuals @ventuals]

SOY is now live for 24/7 trading at 10x max leverage.

SOY tracks the value of 1 bushel of soybeans.

Soybeans are the most traded agricultural commodity globally by contract volume and serve as the primary benchmark for international oilseed pricing.