Hyperliquid (HYPE)

Wouldn't be upset with either scenario. Actually would be $HYPE'd to buy at $58-59 https://t.co/cU7otCWP64

NEW: @CryptoHayes rejects claims he dumped on followers when he sold his $HYPE position, and emphasized that he's simply sharing his market views. "Do your own research." https://t.co/DZbTEwKOIP

The trenches are far from dead. They're simply getting abstracted into better products. That's why this fomo round matters. At a time when revenue and efficiency are back in focus, fomo is doing what most consumer crypto apps never did: turning social speculation into actual trading volume. > $4B in volume > 17 employees > $550M valuation These stats put it on par with apps like Hyperliquid, Pump, and Polymarket. I'm a big believer that Crypto consumer apps will be the future of revenue generation; can't wait to see how they operate in a bull market.

Hyperliquid's OI is now 20% of Binance's. To put that into perspective, Lighter's OI is less than 10% of Hyperliquid's. Hyperliquid is closer to Binance than Lighter is to Hyperliquid. Source https://t.co/S8ylMjRbvU: https://t.co/l1KjmAy63H

Hyperliquid has shown the way and basically thrown down the gauntlet to everyone else: clean up your token policy or get left behind. It funds buybacks straight from protocol fees, and other teams are now responding in kind. Jupiter has been reworking how value flows back to its token. NEAR has roughly halved emissions while funding buybacks from the fees generated by that activity, with plans to trim inflation further still. This is what I been working through at @RealVision in a recent report discussing my Value Accrual Factor. The quantitative results, while striking, are more instructive than investible (shorting is difficult in crypto). But there is signal there about what drives outperformance going forward. Finally, in crypto we may see the emergence of supply discipline as a theme.