HL Radar

Hyperliquid news, clips and market intelligence.

From @hyperlink_xyz

[HL Radar @HL_Radar]

Introducing HL Radar.

Your source for Hyperliquid news, clips and market insights.

We cover the conversations and developments shaping the ecosystem: what changed, why it matters and where to find the source.

Follow to keep Hyperliquid on your radar.

[HL Radar @HL_Radar]

Full source: https://t.co/D05q1Q9vZj

[HL Radar @HL_Radar]

Hanson Birringer (@HansonBirringer) on The Rollup:

Hyperliquid matters beyond crypto markets because it keeps the same rules for every participant while pairing that ethos with high performance systems that institutional capital can actually use.

0:01 Why Hyperliquid matters for crypto and traditional finance together
0:11 Same rules for every participant: open source, permissionless, decentralized
0:33 Pairing crypto ethos with high performance systems institutions can join
0:47 The only thing keeping both worlds growing together, in his view

[HL Radar @HL_Radar]

Full source: https://t.co/wY9TvoXgdj

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Hanson Birringer (@HansonBirringer) on The Rollup:

Digital asset investors increasingly want tokens with real cash flows paid to holders, a standard Hyperliquid arguably set by breaking with the what-if valuations of past cycles.

0:01 A gap between the big two and revenue generating tokens investors now want
0:20 Past cycles' what-if premium: $500 a month revenue at a $2B valuation, amid supply and demand games
0:53 Hyperliquid as the purest expression of a growing company returning value through buybacks
1:05 Staking rewards and trader fee discounts make HYPE a productive asset alongside buybacks

[HL Radar @HL_Radar]

Full source: https://t.co/2suu4taUht

[HL Radar @HL_Radar]

Hanson Birringer (@HansonBirringer) on The Rollup:

Trading is a hundreds-of-billions revenue pool that incumbent brokers will defend, yet zero commissions already forced rivals to match within a day. A similar shift may now be happening globally as brokers plug into Hyperliquid's cheap, liquid venue.

0:01 Incumbents will protect a huge trading revenue pool
0:16 Zero commission disrupted traditional brokers' business models
0:29 Rivals, likely E-Trade, matched the same day and stock fell 20%
0:45 A similar shift may be happening globally with Hyperliquid's cheap liquidity for brokers

[HL Radar @HL_Radar]

Hanson Birringer (@HansonBirringer) on The Rollup:

The USDC aligned quote asset deal is a bigger stablecoin move than the market appreciates, because issuers are voluntarily handing 90% of their revenue to Hyperliquid. Roughly $10 billion of supply, give or take, earning about 4% now sends most of that yield into programmatic HYPE buybacks.

0:01 USDC becomes an aligned quote asset, a move the market underrates
0:14 Stablecoins have never given up 90% of revenue like this
0:32 Roughly $10 billion of stablecoin supply, give or take a few billion
0:45 90% of the 4% yield goes to the assistance fund buying back HYPE

[HL Radar @HL_Radar]

Introducing HL Radar.

Your source for Hyperliquid news, clips and market insights.

We cover the conversations and developments shaping the ecosystem: what changed, why it matters and where to find the source.

Follow to keep Hyperliquid on your radar.

[HL Radar @HL_Radar]

Flood [@ThinkingUSD]: The pitch is to stop bootstrapping your own liquidity, plug Hyperliquid into your back end and compete as a front end. If flow keeps routing there, best price duties could pull in even more flow, until rivals join or likely lose.

0:01 Plug in Hyperliquid, become a front end with differentiated products
0:18 Out of the box liquidity, cheaper taker fees than Binance or Bybit
0:42 Routers must give clients the best price or lose them
1:19 Best price at Hyperliquid would route flow there and drain other venues
1:30 Exchanges must join Hyperliquid or fight and probably lose

[HL Radar @HL_Radar]

Dushnyant Shahrawat on Bloomberg Television: The real story is blockchain technology arriving in traditional finance, but as in past cycles that promise also brings risks regulation has not yet caught up with.

0:05 Blockchain coming on board in TradFi is the long term change
0:20 24/7, instant, cross border, permissionless activity moving onshore
0:37 TradeXYZ is one app on Hyperliquid; both onshore would matter a lot
0:52 Caveat: as in past cycles, new technology also brings many risks
1:09 Weekend crypto liquidations reach TradFi Monday; regulation lags

[HL Radar @HL_Radar]

Introducing HL Radar.

Your source for Hyperliquid news, clips and market insights.

We cover the conversations and developments shaping the ecosystem: what changed, why it matters and where to find the source.

Follow to keep Hyperliquid on your radar.