Hyperliquid (HYPE)

$63.549  +2.43%  24H

مؤشر المعنويات الاجتماعية (SSI)

ترتيب اتجاه السوق (MPR)

منشورات X

  • YashasEdu FA_Analyst OnChain_Analyst B
     9.44K  @YashasEdu

    DeFi is shifting towards real capital markets discipline. Revenue capture now outweighs gross fees and net supply discipline beats raw buybacks. This is equity-like logic onchain. Raw activity gets you noticed but what compounds is revenue density (real value captured per dollar locked) and tokenomics that avoid dilution drag on holders. Moving forward the fundamentals premium over longer months (3-6 months+) will be rewarding exactly that.

     5  2  54
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    DeFi valuation logic is shifting towards revenue and fundamentals, long-term investors should pay attention to this trend.
  • Seth FA_Analyst Trader C
     95.22K  @seth_fin

    Are you bullish on bearish on HYPE? https://t.co/mEjBjN0HEF

     6  8  3.26K
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    The tweet author asks for bullish or bearish views on HYPE, and the image shows HYPE's market cap has been trending upward over the long term.
  • Haskell⚡ Derivatives_Expert Trader C
     22.12K  @Haskell_Gz
    Haskell⚡ Derivatives_Expert Trader C
     22.12K  @Haskell_Gz

    I want to book at one of my favorite meat places in Madrid. They have no availability until July 22. I have a month to keep maxing out clicks for points, and today I’ll tell you the current farming status of the main perp dexes: 🌊Variational is, without doubt, the best perp dex after Lighter and HyperLiquid. With Variational we complete, in my view, the golden trio of perp dexes based on architecture, proposition, and efficiency. It will be a big airdrop. It remains uncertain how many points you can earn by September. 🐙Nado, a great hidden gem. Kraken is doing EVERYTHING right, and with INK (the token they’ll give for Nado) they will continue to excel. People once again undervalue the manipulation power of a CEX token, and in my opinion we will see it at higher targets than those bet on by prediction markets. 🔥HIBACHI has a date. But there’s a bit of a trick. Rumors indicate the TGE will be the month of ARC’s mainnet, Circle’s new L1. The question here is

     11  0  2.97K
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    The author is bullish on the Variational airdrop and INK token, sharing the point farming status of multiple perp dexes.
  • TrustWallet中文频道 Media Security_Expert D
     25.93K  @trustwalletzh

    I'm really feeling numb right now 🥲 Never thought something like this would happen to me One night five years ago Under a friend's persuasion I somehow downloaded @TrustWallet Since then I couldn't quit, tossing and turning every night, unable to sleep The moment I close my eyes it's Hyperliquid contracts, bStocks US stock tokens, World Cup prediction market I just can't resist opening it to take a look If I don't check it for a day I feel chest tight, anxious, restless I know regret won't help Hope everyone learns from my experience Trust Wallet is truly a "harmful genius" 🥹

     2  2  221
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    Frequent monitoring of Hyperliquid causes anxiety, proceed with caution, do not enter
  • marilyn100x.eth Educator DeFi_Expert B
     11.15K  @marilyn100x

    0/ Some of crypto's highest-earning protocols trade at valuations lower than many traditional businesses. Combined, the top 15 onchain apps generated over $3B in trailing revenue. 12 of those trade below 10x trailing revenue. Here's what CLARITY Act passage could mean👇 https://t.co/7A6P6zWouW

    marilyn100x.eth Educator DeFi_Expert B
     11.15K  @marilyn100x

    1/ The revenue is real and it is already running. > Hyperliquid: $871M revenue, 15x multiple > Pumpfun: $459M revenue, 1x multiple > PancakeSwap: $322M revenue, 1x multiple > Sky: $248M revenue, 5x multiple > Aave: $125M revenue, 9x multiple > Lido: $77M revenue, 3x multiple > Uniswap: $49M revenue, 37x multiple The spread runs from 1x to 37x on protocols with comparable order-of-magnitude revenue.

    marilyn100x.eth Educator DeFi_Expert B
     11.15K  @marilyn100x

    2/ Pumpfun and PancakeSwap sit near 1x despite real revenue. Hyperliquid sits at 15x on a similar scale of revenue. The simple explanation is durability. Memecoin and DEX fee revenue decays fast once the next platform launches. Hyperliquid's orderbook and liquidity have held market share for two years straight. That explains part of the spread. It does not explain Aave at 9x or Uniswap at 37x, both multi-year protocols with real moats. Institutions need a legal framework before they invest at scale. A pension fund's compliance team still has to classify what Aave is before it can buy the token. Security, commodity, unregistered exchange. The SEC currently holds discretion to argue any of those positions. That discretion is a real cost, and it shows up most in the names where durability is not the open question.

    marilyn100x.eth Educator DeFi_Expert B
     11.15K  @marilyn100x

    3/ CLARITY addresses that specific cost through four provisions. > CFTC gets exclusive jurisdiction over digital commodity spot markets > Tokenized financial instruments get the same regulatory treatment as their underlying asset > Banks get statutory permission to conduct digital asset activities > DeFi protocols are excluded from intermediary registration requirements A statute passing does not move pension fund allocations the next quarter. Custody infrastructure, audited financials, and fiduciary sign-off still take years to build. What changes immediately is the legal answer compliance teams have been waiting on.

    marilyn100x.eth Educator DeFi_Expert B
     11.15K  @marilyn100x

    4/ Hyperliquid is the complication for this entire thesis. It trades at 15x without CLARITY having passed. If the market can already price one protocol's revenue at a real multiple under current legal uncertainty, regulatory clarity is not the only variable standing between revenue and price. Durability got Hyperliquid there first. CLARITY is what gives Aave, Uniswap, and Lido the same opening, once the legal question stops being the reason compliance teams cite for waiting.

    marilyn100x.eth Educator DeFi_Expert B
     11.15K  @marilyn100x

    5/ $3B in combined trailing revenue sits across these 15 protocols today. Some of that revenue is durable, some isn't. CLARITY does not fix the fragile revenue. It removes the legal excuse for mispricing the durable kind correctly.

     6  2  380
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    Many high‑earning crypto protocols are undervalued due to regulatory uncertainty, and the CLARITY Act could unlock their true value.
  • The Scope De-Fi Educator DeFi_Expert B
     16.67K  @ScopeDefi
    The Scope De-Fi Educator DeFi_Expert B
     16.67K  @ScopeDefi

    The best time to find real projects is when the market is down. The builders don't stop🦾 $HYPE $LNQ $RMV $MAN $TAO $DMTR $NEAR $ONDO $PLUME Drop the ones still building below👇🏼 https://t.co/fp4usV6uaS

     10  6  633
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    The market downturn is the best time to find real projects, and builders never stop.
  • Badwi Crypto Media Influencer C
     33.67K  @BadwiCrypto

    🚨 Divergence in institutional movements towards $HYPE 👀 $HYPE saw two opposite moves today from two prominent investment institutions, reflecting a split in outlook on the asset 🔥 📉 @21shares, which manages assets exceeding $12 billion, sold $1.8 million worth of $HYPE, its first ever reduction of holdings, representing about 3% of its fund’s assets. On the other hand... 📈 @Grayscale staked roughly 1.77 million HYPE valued at about $115 million into the HYPG fund, just one day after Hyper Holdings Global supplied the fund with this amount. The two moves reflect different strategies: • One side is reducing its exposure to the token for the first time. • The other side is increasing participation through staking to earn yields. This confirms that competition for $HYPE is no longer just among retail investors, but also among major asset managers and financial institutions 🌐

     20  0  2.95K
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    Institutions have divergent views on HYPE, with 21Shares reducing its position while Grayscale increasing its holding and staking HYPE.
  • Kantian FA_Analyst Tokenomics_Expert B
     5.26K  @kantianum

    What Hyperliquid built with its token is so hard to replicate. HYPE is structurally sound enough that rallying behind it is the easy choice for projects. There's no reason to spin up your own asset when the incentive already points at HYPE. In return, HYPE becomes the de facto vehicle for a bullish bet on the whole hyperliquid ecosystem, since it's nearly the only one available.

    The Rollup D
     58.25K  @therollupco

    Telaga, founder of Nest, on why launching a token on HyperEVM is both a blessing and a curse. "You have this amazing ecosystem with thousands of users who love the chain. But you're competing against what everyone loves the most.. HYPE." "The assistance fund buys $1 billion of HYPE every year. Who are you to launch a token and expect people to buy it over that?"

     6  3  627
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    HYPE becomes the only bullish tool in the Hyperliquid ecosystem, outlook is positive
  • Bittex Derivatives_Expert Trader S
     6.79K  @BittexXBT

    You see many posts praising HL TradFI pair metrics but rarely about the reason, which is the close to 0% fees. <0.5bps taker & near 0% maker is a steal & fits the low vol environment perfectly. Growth Mode is carrying hard & I wonder if it'll remain this cheap https://t.co/Pvpbi6XCSe

     72  4  3.52K
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    Hyperliquid performs well due to its ultra‑low fees, and the author is bullish on its future value.
  • cryptoleon Trader Influencer B
     43.59K  @cryptoleon

    Crypto up and down but good spot to buy some high conviction coins hyperliquid:native & bitcoin:native

     21  10  1.53K
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    Current market volatility, suitable to buy high conviction coins such as HYPE and BTC