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@GLC_Research "@theo_zananiri @pumpdotfun @bonk_fun Yep aligned with @JustDeauIt here Time will tell ;))"
@GLC_Research on X 2025-07-24 10:21:32 UTC 6788 followers, XX engagements

"@lucazchain @theonlywarith @maplefinance Thanks guys ;))"
@GLC_Research on X 2025-07-22 18:30:58 UTC 6783 followers, XX engagements

"@cletusEllijah @maplefinance Great Breakdown ser Maple"
@GLC_Research on X 2025-07-22 13:37:27 UTC 6761 followers, XX engagements

"Unit's TVL reached $440M @hyperunit @unitintern In just a few months HyperUnit has surpassed $440M in TVL making it the second largest protocol within the HL ecosystem alongside: 🔹HyperLend: $520M 🔹Felix: $363M 🔹HypurrFi: $340M 🔹Hyperbeat: $140M 🔹. As a reminder only four assets are currently available on Unit and account for its TVL as follows: $BTC ($300M) $ETH ($73M) Fartcoin ($49M) and $SOL ($23M). Whos farming Unit right now"
@GLC_Research on X 2025-07-07 15:09:34 UTC 6783 followers, 5447 engagements

"@maplefinance BTW this doesn't even include DRIPS rewards"
@GLC_Research on X 2025-07-22 13:07:15 UTC 6768 followers, XXX engagements

"@maplefinance Subscribe to GLC Newsletter and receive Maple Q2 Performance Report it helps us a lot ;))"
@GLC_Research on X 2025-07-21 17:02:00 UTC 6768 followers, XXX engagements

"@Rightsideonly Pendle When 1000$ for $PENDLE Hopefully next week Looped my mortgage into it"
@GLC_Research on X 2025-07-20 08:58:12 UTC 6783 followers, XX engagements

"As @Pasta_Capital would say: "Presented without Comment." Hyperliquid"
@GLC_Research on X 2025-07-22 09:30:06 UTC 6787 followers, 1299 engagements

"OAK Research just published: "Hyperliquid: The AWS of Liquidity" and its more than a catchy title. Hyperliquid is positioning itself not just as a perp DEX but as foundational onchain infrastructure acting as a liquidity engine that other protocols and developers can build on. 🔹Builder Codes: Hyperliquid introduced Builder Codes enabling external developers to deploy custom strategies and trading logic directly on the protocol. Its a major shift toward openness similar to AWS allowing developers to run serverless functions. This is exactly how @phantom integrated with $HYPE to offer perps to"
@GLC_Research on X 2025-07-22 16:46:17 UTC 6788 followers, 3074 engagements

"Q2 SyrupUSDC Performance @maplefinance SyrupUSDC Maples yield-bearing dollar delivered strong performance once again this quarter. When comparing the returns of investing an equal dollar amount at the beginning of Q2 SyrupUSDC clearly outperformed its peers delivering a XXX% return over the period. For comparison Aaves yield often used as a benchmark returned XXXX% while Ethena delivered 1.29%. Despite the fact that loan growth lagged behind TVL growth which has put some downward pressure on yields SyrupUSDC still outperformed the competition this quarter. Notably it also outperformed in Q1"
@GLC_Research on X 2025-07-22 12:59:49 UTC 6788 followers, 22K engagements

"For anyone who may have missed this investment thesis I highly recommend giving it a read. It looks like $PENDLE is on the verge of a breakout moment. @kenodnb @0xCheeezzyyyy 👀 Pendle"
@GLC_Research on X 2025-07-20 08:54:16 UTC 6787 followers, 9698 engagements

"Want to learn more about @maplefinance and its token $SYRUP Check out our latest quarterly report:"
@GLC_Research on X 2025-07-21 11:23:51 UTC 6782 followers, 5088 engagements

"Underperformance feels like a strong term here. In my view $SYRUP has shown impressive outperformance up to this point and some consolidation around a key level feels perfectly normal. That said its possible that the distribution and conversion of DRIPS into $SYRUP has introduced some selling pressure. This is just a hypothesis but it could help explain the current price action. Syrup"
@GLC_Research on X 2025-07-21 16:44:30 UTC 6788 followers, XXX engagements

"$2B PTs deployed on AAVE @aave @AaveChan 👻 In May Aave integrated Pendles PTs as collateral starting with assets from @ethena_labs. Since then over $2B worth of PTs have been deployed on the protocol across three assets: 🔹PT sUSDe: $1.47B 🔹PT eUSDe: $385M 🔹PT USDe: $240M Pendle PTs now account for over X% of Aaves TVL. Given the success of this first wave we expect Aave to onboard additional PTs in the coming months. An ARFC is currently underway to onboard syrupUSDC @maplefinance's yield-bearing stablecoin as a collateral asset on Aave V3. As a result PT syrupUSDC could be next in line"
@GLC_Research on X 2025-07-14 13:23:13 UTC 6787 followers, 18.7K engagements

"@pumpdotfun @bonk_fun $PUMP still has a brand ton of ressources and a product but they need to bring back the community"
@GLC_Research on X 2025-07-24 08:55:14 UTC 6788 followers, XXX engagements

"So far everything that could go wrong in the $PUMP thesis has gone wrong. The success case relied on two key things: $PUMP retaining market share and volume The team adopting a community-first approach Unfortunately has completely flipped the script. They've captured more market share for the first time since $PUMP launched. Impressive timing. As for community alignment $PUMP was already facing trust issues. The thesis flagged this early. The team held all the cards and had a shot at flipping sentiment. Instead theyve done the opposite. Meanwhile feels like the perfect fit: community-driven"
@GLC_Research on X 2025-07-24 08:52:52 UTC 6788 followers, 2161 engagements

"@OAK_Res_EN @maplefinance Outperformance in Q1. Outperformance in Q2. You can probably guess whats coming in Q3 👀 Always a pleasure collaborating with OAK on these high-quality reports Now onto the next one. Maple"
@GLC_Research on X 2025-07-22 13:32:42 UTC 6785 followers, XX engagements

"@0xCryptoSam Very interesting read Hyperliquid"
@GLC_Research on X 2025-07-22 17:08:37 UTC 6768 followers, XXX engagements

"@maplefinance Q2 Product Performance here:"
@GLC_Research on X 2025-07-21 11:43:46 UTC 6768 followers, XXX engagements

"@tokenterminal @aave @ethereum Just use AAVE"
@GLC_Research on X 2025-07-22 12:38:12 UTC 6788 followers, XXX engagements

"We've been asked several times recently: "How can we explain $SYRUP's underperformance" It's important to zoom out. $SYRUP significantly outperformed its peers throughout Q1 and Q2. After such a strong run some consolidation around key levels is expected and it feels healthy. Lets also keep the fundamentals in perspective: 🔸TVL now stands at $3.2B 🔸Outstanding loans have reached $1.2B 🔸Revenue is up only YTD on pace to hit $25M annualized That said one possible factor behind the recent price action could be the distribution and conversion of DRIPS into $SYRUP which may have introduced some"
@GLC_Research on X 2025-07-21 16:55:07 UTC 6788 followers, 6768 engagements

"Q2 Product Performance @maplefinance Yesterday we published our second quarterly report on Maple and its token $SYRUP. Given the depth of the report weve decided to break it down into a series of shorter posts. Today were starting with a focus on product performance over the past quarter. Maples mission as an onchain asset manager is to build a comprehensive suite of financial products that can support a broad range of assets. Currently Maples offering is built around three products: Maple Institutional the BTC Yield product and SyrupUSDC. Heres how each performed over the quarter: As you can"
@GLC_Research on X 2025-07-17 14:10:47 UTC 6788 followers, 5467 engagements

"Fascinating chart from @JustDeauIt highlighting the reflexivity between $ENA and $ETH open interest $ENA sits at the crossroads of several major narratives: $ETH stablecoins yield-bearing stablecoins and TradFi. With the fee switch on the horizon its no surprise $ENA has been a high-beta proxy of these trends. Its up XX% over the past month"
@GLC_Research on X 2025-07-21 07:12:26 UTC 6787 followers, 3539 engagements

"@asymmetryfinder @pumpdotfun @bonk_fun Agreed. We want to avoid sounding too harsh at this early stage but the current impression is definitely concerning. Time will tell but they need to start delivering. Raising 1.3B comes with significant accountability and so far there are some red flags"
@GLC_Research on X 2025-07-24 09:19:10 UTC 6788 followers, XX engagements

"@esprisi0 Very nice read good job too @joke_is_here 👀 Hyperliquid Unit Liminal"
@GLC_Research on X 2025-07-22 17:12:02 UTC 6772 followers, XX engagements

"Maple reaching $3B TVL @maplefinance 🥞 Maples growth seems unstoppable. Just a month ago the protocol celebrated surpassing $2B in TVL and it is now on the verge of reaching $3B. Since the beginning of the year over $XXX B in TVL has been added driven primarily by the impressive growth of SyrupUSDC which recently became the third-largest yield-bearing stablecoin with a market cap of $950M. What's next Following the successful integration of SyrupUSDC on Solana additional chains are already in sight. A liquid version of the BTC yield product is also expected to launch in the coming months."
@GLC_Research on X 2025-07-12 12:22:03 UTC 6783 followers, 6915 engagements

"After Coinbase $HYPE is now getting listed on Binance (Perps up to 75x leverage) Youll see a lot of posts today claiming listings like this are bad for HL. Lets be clear: The more access people have to $HYPE the better it is for Hyperliquid. Right now $HYPE has only 110K holders thats still tiny. Whether its via spot or perps more access = positive. Would spot be better Sure. But this is still a step forward. Also its unlikely that traders already active on HL will move funds just to use Binance. And now that CEXs are offering $HYPE exposure game theory says more will follow and spot listings"
@GLC_Research on X 2025-05-30 09:21:44 UTC 6782 followers, 3526 engagements

"$PUMP Launch: HL vs. Majors @HyperliquidX @hyperunit @unitintern What a successful $PUMP launch for Hyperliquid. In the past XX hours HL ranks #2 in perps volume with $775M reaching over XX% of Binances volume and is now leading majors in spot trading with $155M. HL is also dominating in Open Interest climbing to $544M at the time of writing driving price discovery. Prelaunch Domination $PUMP was one of the most anticipated launches of the year and HL capitalized on it with flawless execution. They were the first to list $PUMP in prelaunch driving $400M in OI and $600M in 24h trading volume"
@GLC_Research on X 2025-07-15 10:23:26 UTC 6769 followers, 7307 engagements

"@Vianney_Rocher @maplefinance Unfortunately no"
@GLC_Research on X 2025-07-22 13:30:06 UTC 6760 followers, XX engagements

"@ehwangah @maplefinance Here is your answer:"
@GLC_Research on X 2025-07-22 13:30:39 UTC 6768 followers, XXX engagements

"@maplefinance Always a pleasure to cover Maple 👀 Maple"
@GLC_Research on X 2025-07-22 16:03:21 UTC 6767 followers, XXX engagements

"$HYPE looks more mispriced now than it did at $XX. Open interest keeps hitting new all-time highs. Fees exceeding $5M this is quickly becoming the norm. Phantom integration is onboarding millions of users and generating significant annualized revenue. $PUMP price discovery happening onchain. Numerous other catalysts are in play supporting continued sustainable growth. SWPE (Supply-Weighted P/E) is at 3.8: a strong buy signal per the @skewga_hyper model. @hyperunit and @liminalmoney are delivering at an impressive pace. This is Hyperliquid"
@GLC_Research on X 2025-07-23 10:44:53 UTC 6788 followers, 19.6K engagements