@koolkrypto223 KoolKrypto

KoolKrypto posts on X about $hype, $lit, lit, hype the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

[--] Week [------] +20%
[--] Month [-------] -83%

Mentions: [--] #

[--] Week [--] +29%
[--] Month [--] -57%

Followers: [-----] #

[--] Week [-----] +1.20%
[--] Month [-----] +55%

CreatorRank: [---------] #

Social Influence

Social category influence cryptocurrencies 49% finance 31% exchanges 17% technology brands 4% stocks 2% luxury brands 1% automotive brands 1% financial services 1%

Social topic influence $hype #315, $lit #30, lit 15%, hype #2090, hyperliquid 10%, bullish 9%, bearish 8%, $kntq 8%, if you 7%, fud 7%

Top accounts mentioned or mentioned by @lighterxyz @hyperliquidx @ryskfinance @vnovakovski @derivexyz @extendedapp @skyiszen @skytrades8 @hyperliquid @da2597576794682 @variationalio @bbzzzbbzzz @cryptomtndrew @najdorf250 @pondermint @0xmjt @kinetiqxyz @jaysu @bitcoinduke @linkmaxxi

Top assets mentioned Hyperliquid (HYPE) Litentry (LIT) Ethereum (ETH) Solana (SOL) Bitcoin (BTC) USDH (USDH) Aster (ASTER) Plasma (XPL) Jupiter (JUP) First Digital USD (FDUSD) Coinbase Global Inc. (COIN) Ethena (ENA) BYUSD (BYUSD) Derive (DRV) USDC (USDC) Robinhood Markets, Inc. (HOOD)

Top Social Posts

Top posts by engagements in the last [--] hours

"As someone else pointed out I mistakenly used $FDUSD when I really meant their yield bearing stable $BFUSD which looks to be around $1.25-1.75bn. Even if Bybit $BYUSD did end up being 1/3 of that it's still meaningfully (10%) eating into USDe market share. These were just specific to CEX too. Every month new yield bearing stables are launching that are crowding out the basis trade and other forms of on chain yield. I don't see how this dismisses the reality that Ethena has very little moat decreasing market share increasing competition and a less powerful lever to pull for incentives as $ENA"
X Link 2025-12-16T15:35Z [----] followers, [---] engagements

"Bought $DRV at $0.04 Had poked around with the platform since the Lyra days but now with $HYPE options live it's been great to use. I think this environment for $HYPE is particularly well suited to options and you can get filled competitively in size with their RFQ platform. I'm a big believer in trying everything early and owning what I like find actually useful which has led me to a lot of gems early in the past ( $GMX $PENDLE $HYPE). @DeriveXYZ has a very close UI/UX to Deribit a wide variety of yield bearing collateral and interest on USDC collateral portfolio margin. Key to getting"
X Link 2026-02-03T16:50Z [----] followers, [----] engagements

"Well you'd assume they'd do a 20% airdrop so you'd need to 5x for FDV. But those are good stats to know. I don't think on chain dexes really have high TAMs or value though. Hyperswap is only trading at $2-3m. I think PRJX is way better but a 25-50m FDV sounds realistic if not optimistic so that'd only be 0.015-0.03 per point at a 20% airdrop. I have over [--] million points though so trust me I'm on your side of wanting higher 😂 https://twitter.com/i/web/status/2018829525388272069 https://twitter.com/i/web/status/2018829525388272069"
X Link 2026-02-03T23:30Z [----] followers, [--] engagements

"@icedark778 Yeah I hedged some of my HYPE higher and longed BTC in anticipation of the current PA; the entire market bouncing but HYPE being flat/down"
X Link 2026-02-07T01:55Z [----] followers, [---] engagements

"@da2597576794682 A $50bn stock (MSTR) moves a $1.35T token (BTC) every day. It's more about incremental flows than relative mcaps. And HYPE or LIT are severely overvalued"
X Link 2026-02-12T05:42Z [----] followers, [--] engagements

"$ETH and $SOL don't bottom until $HYPE is top [--] mcap. The only bull catalyst for most coins is printing such obscene lows that bears and $HYPE bulls think it's worth taking a punt to rotate some profits back in. [-----] $ETH [---] $SOL Waiting for big volume blow off on ratios"
X Link 2026-02-04T17:58Z [----] followers, [----] engagements

"There's a lot of alpha to be gleaned from determining if the hate directed at the Coinbase ad is coming from crypto natives (bullish) or normies who just associate it with crypto (very bearish). One thing is certain; the association with $BTC and the current political administration was once seen as bullish and that anticipation has turned into the very somber realization that it might actually be very bearish. $BTC losing it status as a credibly neutral reserve asset/settlement layer and being seen as USA/Trump beta conflicts with the whole bull case of Russia getting kicked off SWIFT. The"
X Link 2026-02-10T00:50Z [----] followers, [----] engagements

"Can someone create a perps market for $USDH market cap so I can max long that ty But seriously if you don't see what @markets_xyz is doing to $KNTQ price and what @nativemarkets $USDH proliferation will do for $HYPE you're going to miss one of the best growth stories in 2026"
X Link 2026-01-14T17:01Z [----] followers, 14.3K engagements

"Didn't quite expect to near the SOL target this fast 😅 Still mostly in HYPE but considering more downside protection via puts. $HYPE held up really well last nuke too due to all the fees on the day of but if this is the start of more of a winter it will reprice as volume dries up. Still the best project in crypto but it's hard to hold the pair trade (long HYPE vs short majors) much longer at this level of carnage. $ETH and $SOL don't bottom until $HYPE is top [--] mcap. The only bull catalyst for most coins is printing such obscene lows that bears and $HYPE bulls think it's worth taking a punt"
X Link 2026-02-06T03:00Z [----] followers, 23.8K engagements

"Finally put this trade on after noticing several instances of $HYPE massively outperforming to the downside but then not keeping up to the upside. This is to be expected when it's a consensus long. We all know it's the only serious project so we diamond hand it on the way down but then there's less bid due to the lack of discount on the way up. I currently denominate my portfolio in $HYPE rather than $BTC but it's just hard to pass up $60k $BTC. All profits find their way into $HYPE eventually though. Also as I posted before having a very good experience trading options for $HYPE on"
X Link 2026-02-07T01:42Z [----] followers, 19.6K engagements

"I bought $LIT one day ago and already regret it 🙃 Cautiously optimistic on it though. Tiny compared to $HYPE bag but I did say I'd get to buy it sub $1.50. No such thing as bad investments only bad prices"
X Link 2026-02-11T21:47Z [----] followers, [----] engagements

"I would be shocked if this wasn't eventually reverted back in the future. This does not end with $500m TVL worth of LLP buying $175m $LIT it ends with a massive liquidity drain of LLP. This concept has been tried and failed before. They even admit "This will lead to a greater alignment between LIT holders and LLP holders and the LLP risk-adjusted returns will be enhanced as a result." This is code for "we expect TVL to massively drop but volume to hopefully stay the same". It's worth remembering that LLP still takes on a very important role in @Lighter_xyz liquidity unlike HLP for"
X Link 2026-01-15T02:33Z [----] followers, 49K engagements

"@skyiszen I think the concept is intelligent ( $LIT being relatively cheap) but the short leg on HYPE isn't very likely to improve returns/drawdown. Weaker names out there or better as pure LIT long imo"
X Link 2026-02-15T00:48Z [----] followers, [----] engagements

"@0xlykt Could insert most of the market tbh. I don't think enough people distinguish between price ATH and mcap ATH over a longer time horizon too. SUI could go down 60% and be $0.40 and have maintained it's current market cap longer term"
X Link 2026-02-15T01:10Z [----] followers, [----] engagements

"Market neutrality is pretty unattainable if your trading universe is [--] tokens. You can aim to be beta/delta neutral across a larger sample size but there's too many shocks that can occur to think this is going to meaningfully improve Sharpe. Their correlation to each other can easily be transient too (because we're currently valuing LIT in the same valuation framework of HYPE). I think as time goes on they differentiate more. I do agree that you're minimizing risk to the perps market as a whole underperforming though or another entrant dusrupting/regulatory risks. I've given this exact trade"
X Link 2026-02-15T01:27Z [----] followers, [---] engagements

"@skyiszen But it's just back to being beta/delta neutral again then. Same goal is achieved with a SOL short leg for example"
X Link 2026-02-15T01:38Z [----] followers, [---] engagements

"Agreed on 10x feeling more reasonable than 20x. I'd probably love this trade if HYPE was $80 and LIT was $4. At the current state of the market it just feels easy to get blown out on the short leg. But like I said definitely a reasonable trade to put on. Just personally opted not to. https://twitter.com/i/web/status/2022850499696038335 https://twitter.com/i/web/status/2022850499696038335"
X Link 2026-02-15T01:48Z [----] followers, [---] engagements

"Think we're getting to the zone on $HYPE where you just close your eyes hold your nose and bid. Could be underwater between now and EOY but it's a reasonable double from this point on even a bear market rally with some legs in Q1 26'. OI has dropped a good bit and many of the overleveraged whales have been fully or partially wiped. I think one more high volume leg down in a capitulation/liquidation cascade is definitely possible and I'd want more capital ready to bid that but keeping my hedges here no longer feels +EV. If you think $HYPE is a $100 coin in the next two years don't miss bidding"
X Link 2025-12-19T03:15Z [---] followers, 13.4K engagements

"@0xfanatic I will say that a little more clarity from the team would be very bullish and probably dispel a lot of FUD"
X Link 2025-12-19T14:55Z [---] followers, [----] engagements

"Are we seriously talking about Gains GMX Jupiter dYdX as competition Coinbase devs only just got 4hr candles and are probably another few years from 1D candles being ready to ship. Lighter and Hyperliquid will gain more ground on CEXs than alt DEXs will gain on them in 26' List of Hyperliquid competitors (so far): Lighter Aster EdgeX Apex Gains GMX Paradex dYdX Jupiter Avantis. Now Throw in Coinbase and Robinhood. There's virtually no moat for Perps and the UX is only improving across the board. Where does this leave $HYPE List of Hyperliquid competitors (so far): Lighter Aster EdgeX Apex"
X Link 2025-12-20T19:44Z [---] followers, [----] engagements

"Absolutely agree. Markets hate uncertainty. But you get paid for the risk you're willing to take. The team has been incredibly ecosystem friendly and aligned with tokenholders up to this point and I'm comfortable taking the risk that they'll continue that. But it's strictly net positive to have better transparency on vesting schedule. Funnily enough I consider this to actually be part of the current bull case. The market is pricing in the worst case scenario due to uncertainty and a simple post from Jeff/team could dispel that uncertainty instantaneously. Imagine the rally on Jeff locking his"
X Link 2025-12-20T22:46Z [---] followers, [--] engagements

"What are people's thoughts on $LIT price action so far on pre-markets Looks to be coming in exactly as expected/predicted via OTC/Polymarket ($3-4bn). Hyperliquid premarket seems a lot less volume/interest than I would have expected tbh. Slightly bearish slant to that imo. Current base case for me is mostly down from TGE but lots of sidelined money waiting to buy lower which usually means people get greedy and bid too low don't get filled and then chase. Hard to envision a world where a 30% supply unlock is bullish in this current market though. Volume for all perps platforms is seasonally"
X Link 2025-12-25T19:01Z [---] followers, [----] engagements

"End of S2 $LIT points final weekly stimmy check of $10k. Time to switch back to a free account. I assume lots of other whales switch accounts back to free accounts over the coming weeks. Will be very curious to see the drop in % of premium vs free accounts"
X Link 2025-12-27T02:54Z [---] followers, [---] engagements

"If @Lighter_xyz really starts S3 of points immediately at TGE as this implies I think you just have to dump it. Way too easy to spiral into the reflexive negative feedback loop that so many other tokens have fallen into. [--]. Need emissions to keep TVL/DAU/rev sticky [--]. Emissionsbuybacks (Lighter needed around $4 of points per $1 of revenue generated pre TGE very likely would be worse post TGE) [--]. Token price down only [--]. Emissions worth less and less need more to keep metrics up. This is exactly why $ENA is on S5 with a down only token price. $ASTER in a similar boat right now. I love the"
X Link 2025-12-27T16:26Z [---] followers, 21.5K engagements

"@bbzzzbbzzz @Lighter_xyz Hyperliquid has a massive war chest reserved but isn't tapping into it yet. Think they are just going to let the competition destroy themselves for free first"
X Link 2025-12-27T16:44Z [---] followers, [---] engagements

"I feel like $LTC is highly likely to get a $SLV or $ZEC style run of 5x in a month on a "digital silver/privacy coin" catchup trade to $BTC It'll probably just be from $20 to $100 in [----] and mark the pico top of that market. On the watchlist nonetheless"
X Link 2025-12-27T18:05Z [---] followers, [----] engagements

"@JackyGekko @Lighter_xyz Much more lucrative trading/investing. "Show me the incentive I'll show you the outcome". Just connecting the dots for people"
X Link 2025-12-27T18:37Z [---] followers, [---] engagements

"Different protocols can use the same playbook (sacrifice token price for market share). Different tokens can have the same outcome (down only). Thank you though I always make sure to FUD my biggest bags so I'm either right or rich 😂 But no seriously I try to put out unbiased takes. My take on the situation is that Lighter is too reliant on incentives and this will end poorly for tokenholders. Fwiw this is my same take for 99% of the industry. Happy to be proven wrong though the industry needs more viable tokens"
X Link 2025-12-27T19:22Z [----] followers, [---] engagements

"Progressively decentralizing ownership might not even be top [--] in their list of reasons to continue with emissions 😂 I think the argument goes both ways though. Doing emissions via points before a live token is easy nobody really feels the pain. Doing emissions with a live token ($ASTER and $ENA) probably ends much worse because people will actually feel the dilution in price. It'll be apples to oranges vs pre-TGE competition. I'm also not sure there's any competitor that's terribly worth worrying about outside of HL"
X Link 2025-12-27T21:03Z [---] followers, [---] engagements

"@ruggedpikachu Great analysis no moon math. I think regardless of the first week of PA we're going to get an opportunity to buy $LIT at $2-3 in Q1. Same thoughts essentially dump TGE maybe add back in later if it gets oversold"
X Link 2025-12-27T22:55Z [---] followers, [---] engagements

"Still a bit early but everything about the $LIT launch and @Lighter_xyz tokenomic reveal feels a bit.underwhelming and poorly executed Stealth launched at 2am EST Immediately crashes withdrawals Lower airdrop % than expected (25% vs 30%) No $LIT perps on launch (@HyperliquidX likely to dominate volume and price discovery) "Buybacks depending on market conditions" is a massive red flag imo. You're openly communicating to the market when you think your token is overvalued. @Lighter_xyz services being gated by staked $LIT Much higher investor allocation than expected (24% which means the $69m"
X Link 2025-12-30T15:41Z [---] followers, 18.5K engagements

"@ClBlockchain It sounds good on paper to try to game buybacks when token price is lower and to raise cash when it's higher. But it becomes a self fulfilling prophecy where you communicate to the market when you think your own token is mispriced and then you fall out of alignment"
X Link 2025-12-30T16:24Z [---] followers, [---] engagements

"Anyone know the exact tax situation for the $LIT airdrop Potentially very big deal. Airdrops are taxable as ordinary income when you "take dominion over them" (today). So everyone who got an airdrop has a taxable liability for [----]. But what's the cost basis/price when we took dominion If it's [--] like it was for $HYPE then most people are sitting on a very small ordinary income bill and a much larger unrealized cap gain. (generally ideal unless you want to realize the gain in 2025) If it's defined differently like end of day price then everyone is on the hook for a massive ordinary income tax"
X Link 2025-12-30T17:45Z [---] followers, [----] engagements

"@Mr__Gollum Pretty huge difference but thank you that was my understanding as well"
X Link 2025-12-30T17:53Z [---] followers, [---] engagements

"@beingivish I've actually been incredibly positive on @Lighter_xyz the platform (minus the very poorly timed downtimes). I just think $LIT the token isn't a great hold. This is very common in crypto imo"
X Link 2025-12-30T18:56Z [---] followers, [---] engagements

"I'm pretty neutral on $LIT here and generally focused on finding the next big thing/trade but if I was bullish on $LIT one metric would be scaring me the most right now. Since the local peak in volume (mid to late November using 11/16-11/23 stats specifically) volume has fallen from $75bn to $31bn this last week of December for a decrease of 60%. Not really a massive concern volume is cyclical this is a lull of low trading volume it'll come back. In the same time frame @HyperliquidX is down from $63.4bn to $26bn for a nearly identical 60% drop. Aster in a similar boat slightly worse. Long"
X Link 2025-12-30T19:50Z [---] followers, [---] engagements

"@Hy_Purr_liquid I don't really ask why the point of this post is to say that way more volume was being put through paid accounts than people probably thought and therefore generating revenue from free accounts is much less promising/harder than it looked a month ago"
X Link 2025-12-30T21:34Z [---] followers, [---] engagements

"Ding ding ding I've written pretty extensively about this dilemma. Sacrifice token value to boost metrics or sacrifice metrics and token value by extension. Both are bad but seeing how sensitive revenue is to incentives it's probably the lesser of two evils to keep the incentives rolling"
X Link 2025-12-30T22:15Z [---] followers, [---] engagements

"@CryptoMtnDrew Yeah the timing is a HUGE part of my more bearish slant. I fully would subscribe to the notion that if $LIT launched when $XPL did it'd probably be trading several multiples higher. But you can only really trade the situation you're given"
X Link 2025-12-31T00:24Z [---] followers, [---] engagements

"Without buybacks it's just another token with zero alignment and value accrual. We thought there would be buybacks and the uncertainty around that (and the falling revenue in general) is what is now being priced in. It's not really bullish vs bearish so much as falling short of expectations. https://twitter.com/i/web/status/2006523703236952453 https://twitter.com/i/web/status/2006523703236952453"
X Link 2026-01-01T00:31Z [---] followers, [---] engagements

"@loraclexyz on $HYPE right now Looking to get filled heavily if we retest the lows around $22. https://hypurrscan.io/address/0x8def9f50456c6c4e37fa5d3d57f108ed23992dae https://hypurrscan.io/address/0x8def9f50456c6c4e37fa5d3d57f108ed23992dae"
X Link 2026-01-01T16:16Z [---] followers, [---] engagements

"So many bad takes regarding the @Lighter_xyz drama Justin Sun buying $LIT isn't really that bullish (see $XPL or CZ "setting the floor for $ASTER at $0.90) Incentivized liquidity deals aren't really bearish though the comms (or lack thereof) aren't a great look the D in FUD means "disinformation" not information that was immediately confirmed. Just say it's NBD instead None of this really matters that much. Market only cares about revenue and more information on buybacks and S3. Unless the comms over buybacks are similarly mishandled I think you could see a small $LIT pump on a good"
X Link 2026-01-01T17:37Z [----] followers, [----] engagements

"@Najdorf250 @Lighter_xyz You know I've heard it as disinformation but doubt does seem to be more common"
X Link 2026-01-01T18:27Z [---] followers, [---] engagements

"It's a much better trade because you're also protected against a prolonged lull in perps volume too. Anything is possible with CZ/Binance/Aster but it's hard to see Aster remaining as relevant in the current environment between Lighter/Hyperliquid and new point subsidized perp dexes. https://twitter.com/i/web/status/2006798821523861954 https://twitter.com/i/web/status/2006798821523861954"
X Link 2026-01-01T18:44Z [---] followers, [---] engagements

"@Najdorf250 @Lighter_xyz Yeah my point was really just that you can't call objectively good reporting FUD when it's immediately confirmed 😂 I just don't think the narrative matters much"
X Link 2026-01-01T18:45Z [---] followers, [--] engagements

"@pondermint @Lighter_xyz Yeah I could see as many bearish arguments as bullish tbh but net nothingburger imo. I think him getting to put in uncapped LLP deposits was kinda fishy though"
X Link 2026-01-01T19:10Z [---] followers, [---] engagements

"@krsmece77699 @Lighter_xyz I learned today it's all of the above 😂 But seems doubt is most common. Point remains that someone shedding light on a situation isn't really FUD just because you don't like it"
X Link 2026-01-01T19:16Z [---] followers, [---] engagements

"A more fair and transparent "credibly neutral" system does not entail some communist ideal of equal outcomes for all. In fact it generally leads to the opposite. Early risk takers get disproportionate rewards. Been that way from Phoenician traders to the pioneers of quant arbs. why The House of All Finance should have own network token the Internet doesnt have equity and own cryptocurrency a credible neutral technology wouldnt have 54.8% of supply owned by early points holders and the core contributors its no different than the financial world why The House of All Finance should have own"
X Link 2026-01-01T19:52Z [----] followers, [----] engagements

"This is deflecting blame from where it really deserves and from what has made $JUP a value trap in [----]. Your perps product is derivative of the old $GMX style collateral pool. Fees funding rates and liquidity are all worse than newer CLOB style perp dexes like @HyperliquidX and @Lighter_xyz. The killer product for @JupiterExchange this entire time has been $JLP and that's where most value accrual went. I'd know because I've been max long looping it for [--] years. $JLP has massively outperformed it's basket components from fees and this is emblematic of the fact that both Jupiter and GMX are"
X Link 2026-01-03T15:53Z [----] followers, [----] engagements

"@DustinTrade 200000k $LIT to sell into [-----] $HYPE"
X Link 2026-01-03T16:03Z [---] followers, [---] engagements

"@sssionggg @HyperliquidX I've wanted to long $JUP for so long but this is the reason I haven't. If you guys had a perps offering that was competitive would probably be one of the best DeFi superapps with a token worth holding"
X Link 2026-01-03T16:06Z [---] followers, [---] engagements

"@CryptoMtnDrew @HyperliquidX Exactly. Buybacks in the face of being fundamentally doomed is just propping up token value for vestoors to get out. $70m into a Hyperliquid competitor would probably see $JUP multiples higher right now"
X Link 2026-01-03T16:08Z [---] followers, [---] engagements

"I was today years old when I learned that most of the founders in this industry are absolutely brilliant software devs but have sub-room temperature IQ with regards to tokenomics and incentive structures. The state of the industry and discourse we're seeing today can be summed up as: Develop a protocol that's probably a fork or slight derivative of another (frequently unnecessary) protocol Your protocol is facing fee compression increased competition tech obsolescence or poor PMF so you add buybacks to pump your token (frequently into team/investor unlocks 🤡) Your balance sheet is now"
X Link 2026-01-03T18:27Z [---] followers, [----] engagements

"Not sure why people are painting $LIT as a candidate for a "hated rally". Maybe a few very loud detractors on here but generally feels people are pretty well positioned for upside to it. $XPL is probably a much better "hated rally" candidate"
X Link 2026-01-06T15:40Z [----] followers, [----] engagements

"@kdotcrypto HLP has been pretty transparently turned into a vestigial organ for Hyperliquid. It was always intended to be phased down as primary liquidity provider"
X Link 2026-01-06T17:46Z [---] followers, [---] engagements

"All of that is highly speculative. If you want to bet that every dollar of revenue that Lighter generates is more valuable than Hyperliquid and that they are a better growth story you absolutely can. Not a crazy trade I'll just be taking the opposite in that their revenues will be closely correlated to price. https://twitter.com/i/web/status/2008740811375042688 https://twitter.com/i/web/status/2008740811375042688"
X Link 2026-01-07T03:21Z [---] followers, [--] engagements

"@0xmjt @ryskfinance Which brings me to my other point maybe we shouldn't make one of the most complicated instruments with infinite downside more user friendly to access 😂"
X Link 2026-01-08T16:33Z [---] followers, [---] engagements

"@WuppertFutures @0xmjt @ryskfinance Derive absolutely it's a great platform just totally lacking liquidity. Rysk absolutely not I think they are predatory in nature. They try to package selling vol as "earn yield" and they don't let you buy calls because then it'd expose their outrageously predatory spreads"
X Link 2026-01-08T17:58Z [---] followers, [---] engagements

"@canikizu @ryskfinance Right like I said liquidity isn't amazing on Derive but at least they are trying to be a real options book. Notice Rysk doesn't let you buy calls because it'd expose their practices when you can sell a $30 call for $0.40 and buy one for $4"
X Link 2026-01-08T18:35Z [----] followers, [---] engagements

"I'd agree 99% of the time. I think the HyperEVM suffers explicitly as a result of the strength of $HYPE fundamentals. But I also think that consistent underperformance has given at least a slightly interesting asymmetry. $KNTQ specifically gives exposure to Tradfi perps liquid staking HYPE ETF infra etc so it's differentiated enough that it's at least a little interesting at a $80m FDV (0.3% of $HYPE FDV compared to 0.5% for $JITO / $SOL with much more interesting utility imo) This is absolutely a short/medium duration trade though. Over a 3-5 year time horizon I'd absolutely rather hold the"
X Link 2026-01-08T19:09Z [----] followers, [----] engagements

"@escotradingg Yes $KNTQ is exposure to how profitable @kinetiq_xyz is as a HIP-3 deployer"
X Link 2026-01-08T21:36Z [---] followers, [---] engagements

"@Versace_Trader There may have been a TWAP or two 👀"
X Link 2026-01-08T22:11Z [---] followers, [---] engagements

"@0xdataxbt Sometimes you need to be okay with being super underwater on this stuff. "Early but not wrong" type of vibe. I'm prepared if we crash back down to [----] but eventually hit 0.40"
X Link 2026-01-09T10:14Z [---] followers, [--] engagements

"@jaysu @ryskfinance An illiquid platform trying to build a real on chain options book is better than a predatory platform offering 100% -EV quotes imo"
X Link 2026-01-09T21:02Z [----] followers, [--] engagements

"@jaysu @ryskfinance This is a very bizarre way to frame it. I'm also not promoting Derive I'm showing their pricing because it's very similar to the pricing I pay OTC. But if you want to sell vol at a 75% discount go for it"
X Link 2026-01-09T21:20Z [----] followers, [--] engagements

"@bitcoinduke @Lighter_xyz I'm in no rush if we get price discovery in the opposite direction things can probably get ugly fast. I like stink bids here a lot though some bad Justin Sun/Techno Revenant news and you could probably snag sub $2 fills"
X Link 2026-01-10T22:48Z [----] followers, [---] engagements

"@muddyhl @bitcoinduke @Lighter_xyz $2bn isn't even a crazy move from here. Would only take a BTC move back into the mid 80s and a couple more bad revenue days"
X Link 2026-01-11T03:39Z [---] followers, [--] engagements

"I agree with not over indexing on very recent revenue but it feels like moving the goal post to say the clear downtrend doesn't matter. I think this would make sense if token price was down but they were directing revenue to growth and metrics were up. But metrics are down competition is intensifying and their ability to capture market share and monetize it is increasingly in question. https://twitter.com/i/web/status/2010304700755718398 https://twitter.com/i/web/status/2010304700755718398"
X Link 2026-01-11T10:56Z [---] followers, [---] engagements

"This is a ludicrous analogy. LLP isn't a decade early to stat arb or some esoteric trading strategy. It's artificially propped up yield by creating your own internal latency arb. Even if this were the analogy you want to go with charge 50% performance fees like the Medallion Fund charges and direct that to LIT stakers if you want to strengthen alignment or value accrual. The medallion fund doesn't gate your deposits on how much meme stock you hold"
X Link 2026-01-15T03:06Z [----] followers, 11.8K engagements

"@vnovakovski Every counterparty vault in crypto is high Sharpe. That doesn't address any aspects of the points I'm making. How high will the Sharpe be when the return on capital includes the capital inefficiency of needing to hedge or hold a volatile altcoin"
X Link 2026-01-15T03:13Z [----] followers, [---] engagements

"@lukecannon727 @vnovakovski Yeah I didn't even want to get into the rest of this. Sharpe over [--] without an ability to leverage is pretty meaningless anyway. And Renaissance was making WAY more than recent LLP performance. It transcends arrogance into delusion to compare them"
X Link 2026-01-15T03:27Z [----] followers, [----] engagements

"@linkmaxxi I trade based on the world in front of me. The news today was bearish. A lot can change in [--] months"
X Link 2026-01-15T05:16Z [----] followers, [---] engagements

"100% said this elsewhere. Sharpe over [--] is a vanity metric without the ability to lever. Annualized returns are what matter here and they are dwarfed by Medallion. Sharpe isn't even really fair because of the inherent black swan risk of DeFi and in the event of another 10/10 (where LLP lost 5% in a day). https://twitter.com/i/web/status/2011670555519238227 https://twitter.com/i/web/status/2011670555519238227"
X Link 2026-01-15T05:23Z [----] followers, [----] engagements

"@linkmaxxi Why wouldn't I want to deposit into a high return counterparty vault"
X Link 2026-01-15T05:24Z [----] followers, [--] engagements

"Yeah this is the point I made and agree with something had to give and it being their outperformance on all in execution makes sense. At a certain point it's just over engineering a solution to self inflicted problems. If all in fees and execution get close to Hyperliquid what are we even doing here"
X Link 2026-01-15T05:32Z [----] followers, [--] engagements

"@RealAZKicks 😬 I bear posted TGE pretty relentlessly tbh. I dumped hour [--]. I was bullish the actual UI/UX of the product it's the only one I find close to Hyperliquid. Very bearish the token though"
X Link 2026-01-15T05:35Z [----] followers, [---] engagements

"The times you fade consensus are usually the trades with the most asymmetry. Everyone has been conditioned that HyperEVM tokens are a dump. @kinetiq_xyz is the first real token launch. Will bid with size sub $100m expecting $150-250m. $KNTQ launching with $USDH pair is big too"
X Link 2025-11-27T08:45Z [----] followers, [---] engagements

"Back on my @prjx_hl grind early KNTQ yield too high to pass up. Hoping to get a Porsche [---] worth of $PRJX too. Take notes from the $KNTQ airdrop guys"
X Link 2025-11-27T15:40Z [----] followers, [---] engagements

"Revising my thesis on $ENA a lot has changed in the last few days. Probably circling the drain too. With @Bybit_Official launching $BYUSDT and Binance having $FDUSD they are effectively internalizing the funding rate basis trade. Whatever privileged treatment @ethena was getting they'll obviously prioritize themselves and essentially cut Ethena out. A huge reason for the massive increase in $USDe circulating supply was looping and collateralizing on CEX. With 1:1 redeemability and 100% collateralization ratios USDe is obsolete. I thought that @hyenatrade could be a bullish catalyst but now"
X Link 2025-12-13T22:34Z [----] followers, 76.9K engagements

"People are really letting comparison be the theft of joy with @Lighter_xyz vs @HyperliquidX. @Lighter_xyz built an $ETH aligned ZK verifiable transparent no fee performant (usually) perp dex and allocated 50% to the community with a 25% initial airdrop. By industry standards this is better than 99.9% of launches. Regular people earned [--] [--] [--] even some [--] figure airdrops for being glorified beta testers for a protocol that went from a near [--] to a $2.5bn entity in a year. I wouldn't really malign @Lighter_xyz much for making some MM deals with Jump etc back when they were much smaller. I'm not"
X Link 2025-12-31T17:15Z [----] followers, 29.3K engagements

"The 10:1 ratio must be respected. $HYPE to $30 or $LIT to $2.80 Small size for now. I think S3 $LIT announcement might provide a better short entry on $LIT. Any deviation in revenue ratio to price is probably a longer term trade opportunity"
X Link 2026-01-06T17:31Z [----] followers, [----] engagements

"A final note on the buybacks FUD to those who say that teams are better off investing that money back into "growth". What does growth entail in [----] @infinex has a team 5x the size of @Hyperliquid. With Claude etc we're likely to see much leaner teams with much lower headcounts going forward. One cracked dev with the proper blend of peptides nootropics and AI assistance can likely output the same as [--] devs from a few years ago. Paying for listings is likely to get cheaper and easier as perps DEX's like $HYPE and $LIT disrupt the CEX listing model. Marketing to the masses has proven"
X Link 2026-01-06T19:22Z [----] followers, [----] engagements

"Off to a good start on $HYPE long $LIT short. $LIT long and $ASTER ratio short is also up quite a bit since I mentioned it. One of the good things about these protocols being valued on real metrics is that you have very tradeable alpha. Eventually that'll decay as more people pay attention. The 10:1 ratio must be respected. $HYPE to $30 or $LIT to $2.80 Small size for now. I think S3 $LIT announcement might provide a better short entry on $LIT. Any deviation in revenue ratio to price is probably a longer term trade opportunity. https://t.co/qUU4tU7WE7 The 10:1 ratio must be respected. $HYPE"
X Link 2026-01-07T02:59Z [----] followers, [----] engagements

"I don't like to FUD unless I see it as a community service but why would anyone use @ryskfinance especially for selling $HYPE options They are quoting premiums at 50-80% lower than what they should be. Selling 500x Jan30 $30 $HYPE calls gets you $120.56 in premium on Rysk: But you'd get $494 in premium on @DeriveXYZ. Selling $24 cash secured puts for Jan30 would get you $272 in premium on Rysk vs $696 on Derive. Derive doesn't have amazing liquidity yet (I have [--] affiliations with either btw) if you're trying to do larger size (neither does Rysk tbf) but selling vol this cheap on $HYPE makes"
X Link 2026-01-08T16:29Z [----] followers, 16.9K engagements

"Anyone want to OTC me some $KNTQ Looking to do 2m+ KNTQ size I'm currently at the depths of the Marianas Trench underwater on my initial buys but looking to take a punt here. Probably one of only a few $HYPE betas I could see outperforming over a longer time horizon. The chart looks bottomed out and ready to send to $0.20+ on a risk on move. Could see $KNTQ to do a 4-6x ($0.30-$0.50) if $HYPE even approaches $40+ again. https://twitter.com/i/web/status/2009332688667415018 https://twitter.com/i/web/status/2009332688667415018"
X Link 2026-01-08T18:33Z [----] followers, 36.1K engagements

"Debating what will have a higher ROI in [--] years @HyperliquidX tradfi spot tickers or Venezuelan beach front property NEW SPOT TICKER The ticker $OPENAI bought for [------] $HYPE or 13055$ https://t.co/Ze3bnDjEKd NEW SPOT TICKER The ticker $OPENAI bought for [------] $HYPE or 13055$ https://t.co/Ze3bnDjEKd"
X Link 2026-01-09T16:45Z [----] followers, [----] engagements

"Thank you to everyone who liked and commented but didn't sell me any cheap $KNTQ and instead decided to front run me 🙃 Also looking to OTC buy 2m+ $HYPE please also front run me there Anyone want to OTC me some $KNTQ Looking to do 2m+ KNTQ size I'm currently at the depths of the Marianas Trench underwater on my initial buys but looking to take a punt here. Probably one of only a few $HYPE betas I could see outperforming over a longer time horizon. The https://t.co/K7mi8iYl5V Anyone want to OTC me some $KNTQ Looking to do 2m+ KNTQ size I'm currently at the depths of the Marianas Trench"
X Link 2026-01-09T16:51Z [----] followers, [----] engagements

"I've slightly revised my $LIT thesis and am closing this $LIT short leg out here. I don't think the potential fundamental issues with @Lighter_xyz are short term catalysts for more downside and I can recognize that I could easily get my face ripped off on this if we get a bullish impulse. Not worth playing with fire at what feels like a fair valuation. One update in my views on @Lighter_xyz is also that it is meaningfully "growing the pie" in perps volume. A lot of traders and trading/hedging strategies are only possible/profitable in a no fee environment. Lighter obviously takes volume away"
X Link 2026-01-10T17:15Z [----] followers, 18.3K engagements

"Most $LIT stakers will just delta neutral hedge their $LIT on perps and perps funding will just be structurally negative like it was for $CRV in the past or $SOL due to JLP (or most yield bearing coins with 15%+ yield). If they don't hedge LLP (inclusive of the requisite $LIT) will be nowhere near [--] Sharpe anymore. Completely disingenuous analogy. This does nothing to induce buying pressure you're just killing your TAM. @koolkrypto223 If you could have kept your stake in Medallion Fund operated by Renaissance Technologies in [----] would you have @koolkrypto223 If you could have kept your stake"
X Link 2026-01-15T03:19Z [----] followers, 13.1K engagements

"Vlad really did give us all access to an outsized returns opportunity. The Medallion Fund"
X Link 2026-01-15T04:21Z [----] followers, 20.4K engagements

"@postparadis @Cbb0fe @vnovakovski Why am I catching strays 😂 I've been pretty transparent and unbiased in thinking Lighter is a good platform with a bad token"
X Link 2026-01-15T18:50Z [----] followers, [---] engagements

"Feels like time to pull my money out of the Medallion Fund (being short $LIT) Don't think the $1.5bn FDV $69m raise number actually translates into much meaningful support but enough people probably think it does to make this short unattractive now. For reference under @Lighter_xyz new staking requirement for LLP (1 $LIT per $10 in LLP) if you had $100k in LLP since the announcement you would have made $150 in LLP (11% annualized Simmons would be jealous) but lost $4600 on the requisite $LIT stake. Fundamentals haven't changed (arguably gotten worse) and it's just not my style to "long for a"
X Link 2026-01-19T23:23Z [----] followers, 14.9K engagements

"I find it interesting that everyone thinks that once this precious metals rally ends on gold and silver that we'll see a rotation back into crypto. This capital is explicitly looking for a safe haven to erratic US policy. The downside of the current admin being so outwardly aligned with $BTC and crypto is that it also hurts it's credible neutrality globally. Rather than betting on a risk on impulse from precious metals to $BTC might just be cleaner to bet on the token that directly benefits from $1.5bn in 24hr volume for silver 👀 The HIP-3 bull case for $HYPE has never looked stronger and"
X Link 2026-01-27T19:20Z [----] followers, [----] engagements

"@DigitMission I'm not seeing any reason to bet that they would. Maybe much further down the line but I think HL disrupts CEX/Tradfi incumbents before Lighter disrupts HL"
X Link 2026-01-27T20:02Z [----] followers, [---] engagements

"@blade_ Definitely considered this and watching closely but it's too early to tell. I can see bull and bear cases for it. Derive has been fairly Hyperliquid aligned as well"
X Link 2026-02-03T17:55Z [----] followers, [---] engagements

"@CryptoZer0_ Absolutely but growth mode fees definitely conflate that equation a lot. I don't think I can get behind hip3 volume replacing crypto volumes enough in a bear winter but definitely helps"
X Link 2026-02-06T03:54Z [----] followers, [---] engagements

"@bbzzzbbzzz @skyiszen This is just incorrect though spot BTC doesn't count as margin on HL as of now. The basis trade is no more capital efficient on HL than on Lighter with CBBTC sitting in your wallet. uBTC is also not a significant portion of HL TVL"
X Link 2025-11-28T16:30Z [----] followers, [--] engagements

"Actually really big QOL upgrade to be able to delegate your kHYPE vote. $USDH vote showed this was needed. Was already in the process of taking a small punt and adding to my $KNTQ position here at $0.0475. The $HYPE LST being $50m FDV feels pretty asymmetric to me long term. The Kinetiq x @HyperionDeFi validator managed by @PierTwo_com has opted in favor of the Hyper Foundation vote to consider the HYPE accumulated by the Assistance Fund as burned removing the tokens permanently from the circulating and total supply. The @KinetiqFND will The Kinetiq x @HyperionDeFi validator managed by"
X Link 2025-12-17T03:51Z [----] followers, [---] engagements

"People are over indexing on the risks from team unlocks for $HYPE. This is exactly why 97% buybacks is such an important part of the $HYPE bull case. Historically coins like $TIA $SUI $APT $WLFI (practically all of them) launch. Founders VCs contributors are immediately like rats scurrying off a sinking ship and are willing to OTC sell their locked tokens at 60-90% discounts. They actually have a fiduciary responsibility to their future bloodline to liquidate that trash ASAP. You can't even blame them if I see my $10bn FDV token had [--] DAU and made $4 in revenue yesterday with no direct value"
X Link 2025-12-19T14:34Z [----] followers, 72.4K engagements

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