asianquant

the happiness is the pursuit @UN10001

[asianquant @realasianquant]

@Pentosh1 thoughts on IREN?

[Astekz @astekz]

$hype expands to 90 dollars by the end of june

[David Schamis @dschamis]

Hey @elonmusk now that you've picked @GoldmanSachs as lead left they are immediately going to move into managing you down on price. They will start telling you how important a "day 1 pop" is (it's not) and also tell you that the data you are seeing with your own eyes on @HyperliquidX is not to be trusted.

Since listing on HL the price of @SpaceX has leveled off, the open interest has grown and the vol has come down a lot. This is meaningful and by far a better predictor of where its going to trade than anything you are going to hear from Goldman's ECM people.

Hey HL community, let's inundate him with data to arm himself against the onslaught from the buyside he is going to face.

@HypeStrat @tradexyz $PURR

[Oracle Red Bull Racing @redbullracing]

@lestappia borderline something something

[asianquant @realasianquant]

happy hype ath

[Ansem 🐂🀄️ @blknoiz06]

happy new $HYPE all time highs

hyperliquid

[toly 🇺🇸 @toly]

Congrats hype hodlers. Well deserved. It’s a no bullshit awesome product. 🎂🎂🎂

[Capital Flows @Globalflows]

Hyperliquid news over the last few days:

> SEC prepares regulatory path for onchain Tokenized Stock Trading

> Coinbase/Circle USDH deal with 25% revenue increase for Hyperliquid

> Circle staked 500k hyperliquid:native

> Bitwise allocates 10% of the $BHYP management fee directly into buying and holding hyperliquid:native

> Goldman Sachs opened a new position in Hyperliquid DAT $PURR

> SpaceX pre-IPO went live with millions in volume already

> $CRBS pre-IPO on Hyperliquid predicted the official price at IPO

> Hyperliquid reached more Open Interest than all other perps DEXs combined

> The 21Shares Hyperliquid ETF ($THYP) went live

Hyperliquid

[David Schamis @dschamis]

Hey @HyperliquidX community - let's make sure that @elonmusk and @SpaceX don't make the same mistake that @cerebras made in pricing their IPO.

HL provided price discovery that was very accurate.

Elon - @MorganStanley and the other banks will push back - they will have a long list of reasons as to why you need to price it well below the true market value - don't fall prey to this nonsense.

@HypeStrat @tradexyz $PURR

[Capital Flows @Globalflows]

$PURR is now up over 15% after hours

Welcome to global macro

This continues to be my largest position and I am holding

YOU GET PAID TO HOLD RISK

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 SEC prepares to allow blockchain-based tokenized stock trading.

[Capital Flows @Globalflows]

It literally isn't priced

People still don't get it

Hyperliquid is the way, $PURR front runs it

[Steven @Dogetoshi]

The geo warning on top makes this even better

[s @sershokunin]

👀 @tradexyz @HyperliquidX

[asianquant @realasianquant]

@gr3gor14n Can I be an honorary unc

[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

[Bob Diamond @rediamondjr]

Ringing the opening bell for @HypeStrat this morning with @dschamis and @red_thr33. So proud of our team!

Hyperliquid is quickly becoming the house of all finance and through $PURR US investors can be part of that growth story.

[asianquant @realasianquant]

@pooop_real real

[Nick Ford @itsnickford]

It's becoming increasingly clear, $HYPE will be a top 5 coin. It's only a matter of when.

HIP-3 Daily OI at all time highs, volume breaks $2 Billion today alone.

Continues to gain 2,000+ new users a day and those traders are placing more trades now than ever.

Traders never wanted options, they wanted leverage and 24/7 markets.

When the news broke this weekend, you didn't have to wait till TradFi opened, people flocked to Hyperliquid.

Hyperliquid will become the preferred place to trade in 2026. It's having it's own Robinhood moment.

It's going to force every traditional brokerage to rethink strategy.

[Charles Curran @charliebcurran]

Iran never stood a chance against The Rizzler.