Kevin

perpetually pondering

[Kevin @zoidz123]

@0xKmafia Hyperliquid definitely not cheap rn by traditional metrics, think it’s all just flows driving up the price, lots of marginal buyers

[Kevin @zoidz123]

proof of work

proof of stake

proof of hype

[mysteriouscreature @Mysterious35725]

Paging all .HL's...

Introducing Proof of HYPE

Drop a handle and find out who's actually been spreading the word about @HyperliquidX on X / Twitter

Who's really been putting in the work? 👀

[Flashnet @flashnet]

Introducing BTC Rewards for USDB holders.

Hold 10+ USDB on @spark earn up to 6% back in Bitcoin.

No lock-ups, no staking, no bullsh*t.

[Kevin @zoidz123]

@ArthuronHL perps pmf is allowing users to make leveraged directional bets on high liquidity + volatility assets, why do you think ppl want to buy perps of chinese stocks or pre-IPO companies? you prob want to hold spot instead bc you end up paying way more in funding over time

[Kevin @zoidz123]

@j0hnwang aster multi-collateral is pretty cool

[Kevin @zoidz123]

@0xBroze How to build multi asset margining without exposing the user to 2 margin systems? E.g. you deposit BTC to trade perps, HL currently only supports USD collateral perps so user must receive USDC to trade

[Paxos @Paxos]

72 hours. Every comment read and concern addressed.

We’re out of the war room, with @PayPal + @Venmo on board.

USDH Proposal v2:

❏ PayPal ecosystem integrations + $20M incentives
❏ AF pledge starts at 20% and rises w/ TVL
❏ Paxos takes 0 until >$1B, capped at 5% past $5B

[Jeremy Allaire @jerallaire]

Don’t Believe the Hype

We are coming to the HYPE ecosystem in a big way. We intend to be a major player and contributor to the ecosystem.

Happy to see others purchase new USD tickers and compete

Hyper fast native USDC with deep and nearly instant cross chain interoperability will be well received.

https://t.co/45w1qU4j5C

[Flood @ThinkingUSD]

Nobody actually wants to trade options. Such an inferior product compared to Perpetual Swaps.

0DTE options comprise the majority of volume in TradFi, a product with a payoff that becomes more linear as it gets closer to expiration.

American retail years for the perp.

[benedict @bqbrady]

pt. 5: aggregator execution quality

by popular demand I looked at all the SOL/USDC trades through phantom that hit aggregators over the past 2.5 weeks

after subtracting out the 85 bp fee this is a good sample for execution quality since it is certainly non toxic

below is the average execution quality (in bps) vs a fair price

seems dflow has the clear best execution at larger sizes for users

[Kevin @zoidz123]

+$120 in <1 hr

decentralized binance p2p

[Kevin @zoidz123]

83.23% APR @zkp2p

real yield

[Kevin @zoidz123]

83.23% APR @zkp2p

real yield

[Kevin @zoidz123]

bullish

[Rova @rovadotxyz]

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Upvote, share, and submit bullish X posts to increase your Bullpost score

[Flood @ThinkingUSD]

If you’re trying to farm the next HYPE airdrop and it doesn’t include something that actually generates fees for the platform, you’re going to be really disappointed.

The L1 is interesting but doesn’t benefit Hype that much. Interesting L1 protocols are still yet to come, an AMM doesn’t benefit HYPEcore much if at all, it just fragments liquidity.

Perp trading and spot trading are all that matters, spot trading arguably much more. Liquid spot markets are a critical component of a standalone T1 exchange.

Hyperliquid.

[Kevin @zoidz123]

crypto's "multi-chain" thesis is actually just hyperliquid + solana

[Flood @ThinkingUSD]

Memecoin trading is the minor leagues of trading, and it’s only getting more competitive.

99% of traders won’t graduate to perps, while the game gets more and more competitive.

Perps is scalable, perps are the major leagues. You can’t make $100,000,000 a year trading 500k mcap memes.

[Kevin @zoidz123]

hypercycle (real)

[Zhu Su @zhusu]

Hyperliquid perps on @OXFUNHQ soon via builder codes👀

[Kevin @zoidz123]

buying spot ETH + SOL will be cheaper and more liquid on hyperliquid than on their own chains

[Kevin @zoidz123]

@janklimo oh cool ty