オールマイ㌧

シーシャとカフェラテeveryday

[オールマイ㌧ @monkey2horse]

全国のシーシャカフェ・バー
エリアごとにまとめてみたﾂﾂ

#シーシャバー #シーシャカフェ
#シーシャ #shisha #hookah

👇

[意気地なしソーセージ🌭 @saamon2500]

正規リリースがそろそろの匂わせでしかない。
正規版リリースHYPEチンパンジーがHYPE担保2階建ロング組む。
100ドルまで直行。下落により担保割れ大暴落。
そっからはじわじわ数年かけて300ドルに。

[Hyperliquid @HyperliquidX]

Portfolio margin on Hyperliquid has been live for six months and is now in beta with increased limits.

Users with account value <$25M can use BTC and HYPE as collateral to trade perps, spot, and outcome markets with greater capital efficiency.

See the Docs for borrow and supply caps, account requirements, and more: https://t.co/vvE8Ehqg7v

See the Support Guide for frequently asked questions: https://t.co/O73OHjBNk0

[kook 🏝️ @KookCapitalLLC]

observe $hype right now

ct freaked out over the june unlock and one visible seller
price gave up some ground from the $75 area

same old noise

then adult markets opened and the bid came back in size

this isnt random

its the same mechanical bid that’s been there every time volume and open interest keep compounding

i laid the real thesis out in feb 2025

hyperliquid core makes more money than any other product in crypto

fair launch token

small team

staking yield only around 2.2% percent.... no runaway inflation.... and the business itself prints

i said the team would likely find a way to give stakers more economic upside one day

revenue share or some other mechanism

and they wouldnt telegraph it first, they would just do it

coinbase doesnt even pay a dividend

hyperliquid can pay a fat one without hurting ops

and yes, i said it would flip the $coin market cap, and it wouldn’t take long

that was over a year ago.... today the numbers are louder

cumulative protocol revenue has cleared $1.2 billion and counting

some trackers are showing over 1.3 billion already recycled through the assistance fund

99% percent of fees flow straight into automated daily buybacks of $hype

45.85 million tokens already permanently removed

15.45% of circulating supply gone

the burn is real and accelerating

open interest share versus cexes and every other dex is still up only

you cant fake that metric

hip-3 rwa markets alone are now doing 44% of all perp dex volume

with peaks above 3 billion open interest in tokenized commodities and oil

new surfaces keep opening

hip-4 prediction markets

sp500 'official' perps running exclusively on hyperliquid

tokenized assets expanding fast

institutional crown is no longer talk

etfs tied to $hype have clean flows and the platform is pulling real capital that used to sit on traditional rails

the feb 2025 call on flipping coinbase’s market cap is aging exactly how these things age

hyperliquid sits at roughly $14 billion market cap with a mechanical revenue to holder flywheel that traditional exchanges structurally cannot match

coinbase is still larger in absolute terms but the gap in actual cash flow return to token holders is moving in hyperliquid’s direction every week

onchain 24/7 perps, rwas, and expanding surfaces give it capabilities coinbase can’t replicate at the same speed or cost

the product is pulling ahead while the token accrues value the old way doesnt

the unlock window was the cleanest test yet

monthly cadence

visible supply hitting the market

ct doing what ct does

the bid absorbed it because the underlying usage and fee generation didnt slow down

thats the difference between narrative and a real machine

most of crypto still makes almost nothing

hyperliquid prints

recycles the majority of it back into its own token via transparent on chain mechanics

and keeps shipping product that increases the surface area for more printing

that loop was visible in feb 2025

its undeniable now

risk is still the same one ive flagged since the beginning

smart contract hack or black swan event

everything else.... unlocks, volatility, ct noise, just gets absorbed by the flywheel

spot + stake remains the cleanest way to own the machine

hold the core through the noise

the people who actually did the work in 2025 already know what this compounds into

this is exactly the type of high conviction, cash flow driven name we have been waiting for since the inception of crypto

i saw it early

join the @TheKookLetter and never miss a generational play again

https://t.co/1tbnitdxOn

subscribers get the telegram community with the live signal and the group that actually moves on these plays first

hyperliquid

the thesis didn’t need changing

it just needed data and time

[Coinbase 🛡️ @coinbase]

Coinbase is now the official deployer of @HyperliquidX's USDC treasury wallet.

We will be activating AQAv2 from the two addresses below:

0x4E5319dEb1072B01439EE674db5C321d11fd96F8

0xc20699185c15D0a2fD65779BB5d69f5b0B113c00

[Kobara Toi / Komlock lab @brto_0224]

HyperliquidのHIP-4、思ったよりかなり面白かった。

予測市場の結果判定を、外部オラクルではなくバリデータセットが担う設計になっている。PolymarketがUMAに判定を委託するのとは、かなり違うアプローチ。

仕組み、Polymarketとの構造比較、テストネットでAPIから注文を出した記録をまとめた。

https://t.co/e81FUs9OZ1

[Brian Armstrong @brian_armstrong]

Big month @Coinbase:

- First company bringing global crypto perps + options to the US in a compliant way
- Official USDC treasury deployer for @HyperliquidX
- Gold & silver perps now live outside the US (coming to the US soon)
- Partnered with Standard Chartered to expand global fiat access for institutional clients

+ more in the article below:

[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 🧵

[北尾吉孝 @yoshitaka_kitao]

暗号資産市場が全体的に下落しているが、その理由は、今後米国で次々と予定されているSpaceX社、Anthropic社、OpenAI社の三大IPOの株式取得のために機関投資家等が資金作りを行っているためだと考えられる。
ファンダメンタル的には何ら懸念されることはなく、特に米国でクラリティ法が成立すれば、Ripple社を含め暗号資産市場に好影響をもたらすことになると確信している。

[Arthur Hayes @CryptoHayes]

Are we dreaming big enough? Looking at this list of mostly dogshit coins, I think $HYPE should at a minimum overtake $SOL before this bull run is over.

[Albert（📴🔜🔋） @BtcSleep]

これ絶対にHyperliquidのポジファンダじゃねーw

金融業界本流の陰湿を舐めるな

???「おい見ろよ、天才たちがたった11名でNASDAQよりデカい取引所やってるってよ。本当に本当に賢い子たちだ。」（未登録でそんなことやってええわけないやろ。はよ🤡せ。）

[Capital Flows @Globalflows]

The insiders in the financial system don’t view Hyperliquid as a threat but a massive technological advancement they can benefit from

The zero sum thinking about Hyperliquid is misplaced. Hyperliquid will integrate and add value, not replace.

[a @adidogCEO]

the large $HYPE short has a 893,401 $HYPE unstake coming to the books in 11 hours

he's currently short 1.8M $HYPE and safe to say at this point that this is not a hedge unless has some hidden supply somewhere

net short 900K $HYPE based on the two known wallets and if he sells this batch he will be 100% short

trading account:
https://t.co/cytl9XHRix

unstake account:
https://t.co/fOmG2BormL

🤔

[Chase @Crypto_Chase]

$HYPE

I'd take this long if offered, target would be the next leg up.

[Grinder.hl @Beliukh_]

Around ~$55M of potential sell pressure could hit $HYPE within the next 48 hours.

On May 28, Loracle will receive an unstake unlock of roughly 895k $HYPE (~$55.5M), which will most likely be sold.

https://t.co/WnxNkf33QF

During Lora’s previous sales, $HYPE had one major advantage, massive TWAP buy pressure constantly absorbing the supply.

It’ll be very interesting to see how the market reacts this time, and whether we’ll see additional buying coming from ETF-related flows.

Over the next few days, it’s probably best to stay extremely careful with leverage trading, as volatility on $HYPE could become very aggressive.

It’s honestly incredible how convinced Lora is about a broader market pullback.

Holding nearly ~$150M in total short positions while sitting on around ~$30M negative PnL.

https://t.co/CcDb21dCSz

Sell in May and go away?

[オールマイ㌧ @monkey2horse]

@saizyo_crypto ロラクル先生のアンステ残り分はどこで確認できますか？

[jeff.hl @chameleon_jeff]

I spent the past few days in Washington with @hyperliquidpc meeting with policymakers during the historic advancement of the Clarity Act. We discussed Hyperliquid, the benefits that it offers to American consumers, and the regulatory path to bring onchain derivatives markets into the United States.

Some conversations were technical with an impressive baseline understanding of Hyperliquid. Discussions included how onchain trading is a financial innovation that has clear global user demand. Other conversations focused more on a first principles introduction to defi and the promise of onchain markets. It was encouraging to see bipartisan support for thoughtful regulation of crypto. I look forward to continuing discussions in DC and working hard to make American access to Hyperliquid a reality.

[Hyperliquid @HyperliquidX]

Congratulations to Phantom on reaching $20M in builder code revenue on Hyperliquid in under a year. Users can trade 200+ markets in the Phantom app, including crypto, indices, commodities, and more.

To date, 100+ teams have integrated via builder codes, earning a share of fees on every trade their users make.

[jeff.hl @chameleon_jeff]

Integrity has always been one of Hyperliquid's core values.

The house of all finance must be credibly neutral. This means no private investors, no market maker deals, and no protocol fees to any company.

The initial state of any blockchain is a crucial part of its story that can never be erased. The original ethos of Bitcoin was a permissionless network accessible to all. Hyperliquid's genesis distribution followed this spirit, going entirely to early users with core contributors excluded. The full distribution is verifiable onchain without obfuscation.

This principle of fairness frustrates a few users and builders who are used to special treatment. It means that Labs has zero tolerance for team members with integrity yellow flags. It means we do things the hard way as a community. But the world deserves a financial system owned by the people, where fairness to all users is in the DNA. Nothing else is worth building.

[よんくろう｜CryptoLand🌏 @yonkuro_awesome]

🟢速報🟢
本日11月29日は、日本でも大人気
オハイプこと $HYPE が生まれた日

わずか一年で
1200億円以上の収益と
業界で成功のために重要な事例をいくつも生み出した

Jeffとコミュニティは、
文字通りハイパーなエコシステムを構築

いいね💚で祝おう

Happy Birthday
Hyperliquid

[Ray @rayneko6]

ハイリキのtradexyz銘柄、取引手数料が格安になるグロースモードを有効化

- すべてのXYZ銘柄の取引手数料が90%削減され、0.009%未満に

- 例えば1,000ドル分取引する場合、テイカーなら約0.9ドル、メーカーなら約0.3ドル未満

- XYZの株先物は、いつでもどこでも株式永久先物にアクセスできる最も安価な方法になりました