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# ![@GLC_Research Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1793653021991215104.png) @GLC_Research GLC

Maple Finance's Syrup USDC has seen significant adoption on Solana, becoming the third-largest yield-bearing stablecoin with a market cap of $786 million. Pendle Finance has surpassed $5 billion in TVL, with $2.5 billion worth of Pendle PT being used as collateral across money markets. Aave has repurchased [------] AAVE tokens as part of its fee switch plan, with a total cost of $10 million.

### Engagements: [---] [#](/creator/twitter::1793653021991215104/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1793653021991215104/c:line/m:interactions.svg)

- [--] Week [-------] +231%
- [--] Month [-------] +120%
- [--] Months [---------] +13%
- [--] Year [---------] +43%

### Mentions: [--] [#](/creator/twitter::1793653021991215104/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1793653021991215104/c:line/m:posts_active.svg)

- [--] Week [--] +36%
- [--] Month [---] +90%
- [--] Months [---] +8.50%
- [--] Year [-----] +51%

### Followers: [-----] [#](/creator/twitter::1793653021991215104/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1793653021991215104/c:line/m:followers.svg)

- [--] Week [-----] +1.10%
- [--] Month [-----] +2.60%
- [--] Months [-----] +30%
- [--] Year [-----] +123%

### CreatorRank: [---------] [#](/creator/twitter::1793653021991215104/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1793653021991215104/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[exchanges](/list/exchanges)  #4971 [cryptocurrencies](/list/cryptocurrencies)  38.61% [finance](/list/finance)  23.76% [stocks](/list/stocks)  8.91% [technology brands](/list/technology-brands)  1.98% [automotive brands](/list/automotive-brands)  0.99%

**Social topic influence**
[hyperliquid](/topic/hyperliquid) #214, [$hype](/topic/$hype) #129, [hype](/topic/hype) #1311, [if you](/topic/if-you) 6.93%, [rwa](/topic/rwa) 6.93%, [maple](/topic/maple) 6.93%, [binance](/topic/binance) 6.93%, [onchain](/topic/onchain) 6.93%, [market](/topic/market) 5.94%, [crypto](/topic/crypto) 5.94%

**Top accounts mentioned or mentioned by**
[@hyperliquidr](/creator/undefined) [@hyperliquidx](/creator/undefined) [@maplefinance](/creator/undefined) [@glcresearch](/creator/undefined) [@oakresen](/creator/undefined) [@dschamis](/creator/undefined) [@rediamondjr](/creator/undefined) [@hypestrat](/creator/undefined) [@tradexyz](/creator/undefined) [@felixprotocol](/creator/undefined) [@alexhunter20](/creator/undefined) [@hyperiondefi](/creator/undefined) [@defimonk](/creator/undefined) [@globalflows](/creator/undefined) [@mlmabc](/creator/undefined) [@ericonomic](/creator/undefined) [@munchprmr](/creator/undefined) [@cryptomckenna](/creator/undefined) [@ryskfinance](/creator/undefined) [@keisancrypto](/creator/undefined)

**Top assets mentioned**
[Hyperliquid (HYPE)](/topic/$hype) [Purr (PURR)](/topic/$purr) [Ethereum (ETH)](/topic/$eth) [Bitcoin (BTC)](/topic/bitcoin) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Ethena (ENA)](/topic/$ena) [Rollbit Coin (RLB)](/topic/$rlb) [Hyperion DeFi (HYPD)](/topic/hyperion-defi) [USDC (USDC)](/topic/usdc) [Apple, Inc. (AAPL)](/topic/$aapl) [Realio Network (RIO)](/topic/$rio)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Hyperliquid was not spared during the liquidation cascade of October [--]. It was a brutal event that impacted traders and market participants across the industry. In the aftermath trading activity http://x.com/i/article/2013554843076468736 http://x.com/i/article/2013554843076468736"  
[X Link](https://x.com/GLC_Research/status/2013569068222009344)  2026-01-20T11:07Z [----] followers, 61.1K engagements


"@alex_hunter20 HIP-4"  
[X Link](https://x.com/GLC_Research/status/2018636390855299115)  2026-02-03T10:43Z [----] followers, [---] engagements


"@munchPRMR @TraderNoah I think the most aggressive assumption of true supply of HYPE is 60% of fd so its $20bn marketcap assuming no future airdrops"  
[X Link](https://x.com/GLC_Research/status/2018738630563627230)  2026-02-03T17:29Z [----] followers, [---] engagements


"Our friends at @OAK_Res_EN have applied for the @ethena risk committee election. If you hold $ENA they'd love to get support and votes. 🚨 OAK Research has just applied for the @ethena Risk Committee election. We have been deeply involved in the Ethena ecosystem for several months. From publishing some of the most comprehensive technical deep-dives on the protocol to actively onboarding 400+ users via https://t.co/cP0WvdRy2G 🚨 OAK Research has just applied for the @ethena Risk Committee election. We have been deeply involved in the Ethena ecosystem for several months. From publishing some of"  
[X Link](https://x.com/anyuser/status/2018751714736619876)  2026-02-03T18:21Z [----] followers, [----] engagements


"the issue with $RLB has always been that the underlying business wasn't growing anymore. $HYPE just had a triple digit YTD growth and has a TAM bigger than any other crypto company while being the market leader. And they're doing so while tenth of competitors are running points campaign. $RLB has never been the leader of its market and $HYPE team is a beast. They innovate and people copy them. Think it's crazy to even think of comparing $HYPE with $RLB https://twitter.com/i/web/status/1998342867870228824 https://twitter.com/i/web/status/1998342867870228824"  
[X Link](https://x.com/GLC_Research/status/1998342867870228824)  2025-12-09T10:44Z [----] followers, [----] engagements


"The one thing weve been consistently vocal about regarding the impact of DATs is equity research. To cover $HYPD or $PURR equity analysts must understand $HYPE and thats arguably the single biggest benefit Hyperliquid gains from DATs. Weve also said many times that Hyperliquids main challenges were distribution and information asymmetry. DATs directly improve distribution and indirectly reduce information asymmetry through professional equity coverage. Seeing Cantor begin coverage on $HYPD and $PURR (and $HYPE) is a major milestone. For the first time equity research analysts can apply"  
[X Link](https://x.com/GLC_Research/status/2001314450578485383)  2025-12-17T15:32Z [----] followers, [----] engagements


"Theres a reason why its been featured on the @HyperliquidR homepage since day one. "We may have been early but were not wrong" @Crypto_McKenna $HYPE investment thesis remains the most comprehensive and up-to-date piece to truly understand the multi-year vision behind $HYPE. Link to the article below. Hyperliquid. HIP-3 https://t.co/3hu9zMfSPM HIP-3 https://t.co/3hu9zMfSPM"  
[X Link](https://x.com/GLC_Research/status/2016259694906491383)  2026-01-27T21:19Z [----] followers, [----] engagements


"@alex_hunter20 Hi @alex_hunter20 $PURR is now trading at a premium ;)) https://x.com/Keisan_Crypto/status/2018438941288915189s=20 Some rough math / estimates for $PURR The real fun begins when we start tapping the ATM. 1.22x mNAV should do the trick Hyperliquid https://t.co/c06G8P7Zdx https://x.com/Keisan_Crypto/status/2018438941288915189s=20 Some rough math / estimates for $PURR The real fun begins when we start tapping the ATM. 1.22x mNAV should do the trick Hyperliquid https://t.co/c06G8P7Zdx"  
[X Link](https://x.com/GLC_Research/status/2018638090928361506)  2026-02-03T10:50Z [----] followers, [---] engagements


""This false dichotomy between general purpose chains and hyperliquid is ridiculous when all the "general purpose" chains get used for is trading lending and stablecoin transfers anyway" - @fiege_max 2026"  
[X Link](https://x.com/GLC_Research/status/2019125107646460152)  2026-02-04T19:05Z [----] followers, [----] engagements


"@HyperionDeFi @ryskfinance Hyperliquid"  
[X Link](https://x.com/GLC_Research/status/2019158656927879616)  2026-02-04T21:18Z [----] followers, [---] engagements


"Just listened to the very interesting @defi_monk and @Keisan_Crypto space from yesterday about $HYPE Heres one part of the discussion that really stood out: The question is: what is the real upside in terms of metrics if Hyperliquid succeeds as a truly viable global derivatives competitor Global futures options and other derivative products generate roughly $1T in daily volume. Hyperliquid is currently doing around $10B daily volume. When people talk about P/E ratios or growth assumptions Monk's view is basically: why would we be here if $HYPE is only expected to grow 30% per year Its"  
[X Link](https://x.com/GLC_Research/status/2019160600601842094)  2026-02-04T21:26Z [----] followers, [----] engagements


"@HyperliquidR @Globalflows HL's RWA volume vs. $HYPE price YTD"  
[X Link](https://x.com/GLC_Research/status/2019764712288800959)  2026-02-06T13:26Z [----] followers, [---] engagements


"@Havochl_ Hyperliquid 🤍"  
[X Link](https://x.com/GLC_Research/status/2021644145786597537)  2026-02-11T17:54Z [----] followers, [---] engagements


"Hyperliquid Proposed Valuation @HyperliquidX Hyperliquid is in a league of its own with no real comparables in crypto. As the fastest-growing company in the industry $HYPE presents a compelling R/R backed by strong fundamentals and massive growth potential. What sets Hyperliquid apart is its intrinsic value: 🔹 High revenue-generating business 🔹Reinvesting 100% buying back $HYPE This valuation suggests significant upside: $100B+ opportunity if it successfully delivers on its vision of becoming "The House of Finance". The maximum downside seems limited: -55% based on bear case scenario. Let's"  
[X Link](https://x.com/anyuser/status/1902345037859409975)  2025-03-19T13:02Z [----] followers, 163.3K engagements


"Nailed the bottom with this article which highlighted that core metrics were starting to recover and showing bottom vibes. $HYPE is up 80% since then. This is what I had to say as conclusion of the article: "In [----] Hyperliquid faced an exceptional level of adversity on all fronts yet emerged stronger than most would have expected. Throughout this period the team continued to innovate relentlessly building for its users its community and its broader vision of housing all of finance onchain. Core metrics are now gradually recovering. Several catalysts lie ahead including equity perpetuals"  
[X Link](https://x.com/GLC_Research/status/2018610229458387184)  2026-02-03T08:59Z [----] followers, [----] engagements


"Really appreciate the gift guys means a lot. @OAK_Res_EN Link of the report below ;)) Hyperliquid 👀"  
[X Link](https://x.com/GLC_Research/status/2019000132302479698)  2026-02-04T10:48Z [----] followers, [----] engagements


"$HYPE 7d average revenue is up 200% YTD now back above $3M on a 7d average basis or more than $1B annualized. The 30d average is up 35% and is approaching $2M or more than $700M annualized. Hyperliquid"  
[X Link](https://x.com/GLC_Research/status/2019429624422502887)  2026-02-05T15:15Z [----] followers, 19.5K engagements


"http://hyperliquidr.xyz http://hyperliquidr.xyz"  
[X Link](https://x.com/anyuser/status/2019429627207512406)  2026-02-05T15:15Z [----] followers, [---] engagements


"HIP3 volume is a key driver behind $HYPEs recent outperformance WeHyperliquidd more historical data to draw fully definitive long-term conclusions but the timing is very clear: the moment HIP3 volume went exponential closely matches the start of $HYPEs relative price strength. Structurally this makes sense. As a growing share of volume comes from non-crypto-native assets $HYPE should become less correlated to Bitcoin-driven cycles. To put things into perspective: @tradexyz processed $5B in volume over the last [--] hours $5 BILLION. Very few people expected this level of adoption this early and"  
[X Link](https://x.com/anyuser/status/2019756944437768212)  2026-02-06T12:55Z [----] followers, [----] engagements


"http://Hyperliquidr.xyz http://Hyperliquidr.xyz"  
[X Link](https://x.com/anyuser/status/2019756947109552211)  2026-02-06T12:55Z [----] followers, [---] engagements


"This is precisely why weve been so vocal about HIP3 and why we believe it is rapidly becoming a major part of TAM for Hyperliquid and perpetuals more broadly. We believe perpetual futures are a strong alternative for retail traders seeking exposure to equities commodities indices and other asset classes particularly compared to ODTE or very short-dated options. The fact that Hyperliquid has already captured around 2% market share at peak volume is extremely encouraging. Whether people recognize it or not it is already competing and gaining share despite having no meaningful incentives in"  
[X Link](https://x.com/GLC_Research/status/2020896585962430819)  2026-02-09T16:24Z [----] followers, [----] engagements


"Some key takeaways from $PURR first earnings call [--]. $HYPE Holdings and Cash - Established a strong initial treasury with 12.5M HYPE tokens and $300M in cash contributed by investors. - Deployed $10.5M to repurchase 3.0M PURR shares reducing the fully diluted share count to 150.6M. - Deployed $129.5M to acquire 5.0M additional HYPE tokens at $25.9 increasing total HYPE holdings to 17.6M. - $125M in remaining deployable capital. [--]. $PURR Views on $HYPE and Treasury Strategy @dschamis and the team remain very impressed by $HYPEs growth especially with Builder Codes and HIP-3. They highlighted"  
[X Link](https://x.com/GLC_Research/status/2021618453967213020)  2026-02-11T16:12Z [----] followers, 44.3K engagements


"https://www.prnewswire.com/news-releases/hyperliquid-strategies-inc-reports-financial-results-for-the-quarter-ended-december-31-2025-302684282.htmltc=eml_cleartime https://www.prnewswire.com/news-releases/hyperliquid-strategies-inc-reports-financial-results-for-the-quarter-ended-december-31-2025-302684282.htmltc=eml_cleartime"  
[X Link](https://x.com/anyuser/status/2021626528094998880)  2026-02-11T16:44Z [----] followers, [----] engagements


"mNAV Dashboard https://www.hypestrat.xyz/dashboard https://www.hypestrat.xyz/dashboard"  
[X Link](https://x.com/GLC_Research/status/2021918548696637772)  2026-02-12T12:05Z [----] followers, [---] engagements


"@Globalflows you should find value in this summary"  
[X Link](https://x.com/GLC_Research/status/2021922213008671135)  2026-02-12T12:19Z [----] followers, [---] engagements


"RT @rediamondjr: very concise and accurate summary of @dschamis earnings call today.his first of many so much more to come"  
[X Link](https://x.com/anyuser/status/2022059066848424049)  2026-02-12T21:23Z [----] followers, [--] engagements


"@rediamondjr @dschamis Thank you Bob means a lot"  
[X Link](https://x.com/GLC_Research/status/2022059303952392618)  2026-02-12T21:24Z [----] followers, [--] engagements


"@defi_monk RWA perps. BLP. Higher"  
[X Link](https://x.com/GLC_Research/status/2014096176232947968)  2026-01-21T22:02Z [----] followers, [---] engagements


"@Artem_Oak @maplefinance Bullish on Maple"  
[X Link](https://x.com/GLC_Research/status/2014371887321649158)  2026-01-22T16:17Z [----] followers, [---] engagements


"@LilianAliaga_ @YarlGLC @Polymarket Been asking that for some times @PolymarketTrade"  
[X Link](https://x.com/GLC_Research/status/2014786984598815006)  2026-01-23T19:47Z [----] followers, [--] engagements


"@ThinkingUSD Hyperliquid"  
[X Link](https://x.com/GLC_Research/status/2014788187747471449)  2026-01-23T19:51Z [----] followers, [----] engagements


"@HyperliquidR https://www.hyperliquidr.xyz/post/hyperliquid-fundamentals-update-10-10-recovery-momentum-and-what-s-next https://www.hyperliquidr.xyz/post/hyperliquid-fundamentals-update-10-10-recovery-momentum-and-what-s-next"  
[X Link](https://x.com/GLC_Research/status/2015967111370113511)  2026-01-27T01:56Z [----] followers, [---] engagements


"@Sakrexer Think once BLP is live Liminal will be able to take advantage of higher efficiency on their strategies. They'll make some noise again"  
[X Link](https://x.com/GLC_Research/status/2016125035409289273)  2026-01-27T12:24Z [----] followers, [---] engagements


"RT @GLC_Research: With HIP-3 momentum Hyperliquids share versus Binance is up 20% YTD Hyperliquid is now generating significant crypto-u"  
[X Link](https://x.com/GLC_Research/status/2016324564901368037)  2026-01-28T01:36Z [----] followers, [--] engagements


"Looking Forward In [----] Hyperliquid faced an exceptional level of adversity on all fronts yet emerged stronger than most would have expected. Throughout this period the team continued to innovate relentlessly building for its users its community and its broader vision of housing all of finance onchain. Core metrics are now gradually recovering. Several catalysts lie ahead including equity perpetuals gaining further traction and expanding the user base beyond crypto-native participants portfolio margin likely increasing market share USDH continuing to gain share and more. Ultimately"  
[X Link](https://x.com/GLC_Research/status/2016659742836609028)  2026-01-28T23:48Z [----] followers, [---] engagements


"https://www.hyperliquidr.xyz/post/hyperliquid-fundamentals-update-10-10-recovery-momentum-and-what-s-next https://www.hyperliquidr.xyz/post/hyperliquid-fundamentals-update-10-10-recovery-momentum-and-what-s-next"  
[X Link](https://x.com/GLC_Research/status/2016659744656683028)  2026-01-28T23:48Z [----] followers, [---] engagements


"2. @Cortex_Protocol makes it easier Only one thing to do: Prompt " Buy $HYPE with my $ETH " Cortex does the work for you. That's it you can now farm HyperEVM in a more convenient way"  
[X Link](https://x.com/GLC_Research/status/1908859661530378563)  2025-04-06T12:29Z [----] followers, [----] engagements


"3. A few words about Cortex @Cortex_Protocol seems fully all-in on the Hyperliquid ecosystem. Theyre reimagining how people interact with DeFiand in this case Hyperliquid specifically. Why HL Because it has the most dedicated and sophisticated on-chain trading community. And it provides what Cortex needs: 🔹Permissionless perps 🔹CEX-level liquidity. Theyre also putting real skin in the game: 🔹HYPE reserve funded directly from their treasury. 🔹All $HYPE fees on Cortex Reinvested straight back into $HYPE. Thats the Hyperliquid ethos in actionand we love to see it. Real PMF here: solving a"  
[X Link](https://x.com/GLC_Research/status/1908859665166856375)  2025-04-06T12:29Z [----] followers, [---] engagements


"4/ R/TVL ratio based on market conditions To better illustrate this we examine the Annualized Revenue/TVL ratio calculated by annualizing each month's revenue figures. Since January [----] the median R/TVL ratio has been approximately 0.80% fluctuating within a range of 0.5% to 1.4% depending on market dynamics: 🔸In January the R/TVL ratio reached 1.03% driven by higher borrowing costs and rising collateral asset prices. 🔸 By the end of Q1 the ratio declined to 0.5% reflecting weaker market conditions characterized by falling asset prices and decrease in borrowing costs. USDC yields currently"  
[X Link](https://x.com/GLC_Research/status/1915390766199038270)  2025-04-24T13:01Z [----] followers, [---] engagements


"5/ SyrupUSDC Relative Performance SyrupUSDC led the pack in Q1 with a 2.5% return (ex-Drips) outperforming sUSDe and Fluid USDC at 1.9%. Annualized Return: 🔸SyrupUSDC hit 10.6% 🔸sUSDe and Fluid USDC 8% 🔸56% for Aave/Compound. Returns were normalized using consistent compounding methods across protocols. https://twitter.com/i/web/status/1915390769340572155 https://twitter.com/i/web/status/1915390769340572155"  
[X Link](https://x.com/GLC_Research/status/1915390769340572155)  2025-04-24T13:02Z [----] followers, [---] engagements


"With @paradigm staking $581M worth of $HYPE the ready-for-sale supply just dropped sharply pushing the SWPE ratio (P/E ratio based on ready-for-sale supply) to an all time low of [---]. Historically this level has always been a buy zone for $HYPE and with @HypeStrat likely launching by the end of the month and roughly $300M yet to be deployed its likely that the ready-for-sale supply will continue to shrink. What matters most though is the perceived commitment from Paradigm to stake $HYPE at current prices. Weve felt for a while that the launch of Hyperliquid Strategies has been underpriced"  
[X Link](https://x.com/GLC_Research/status/1988636589455552964)  2025-11-12T15:54Z [----] followers, [----] engagements


"Mag7 equity perps are now live on Hyperliquid with @tradexyz. Heres some quick math to show how big the TAM really is: The best comparable for equity perps is 0DTE options in my opinion. In August Mag7 0DTE daily volume (per Bloomberg) was about $630B. If Hyperliquid captures just 1% of that market: $6.3B in daily volume. After only a few weeks equity perps are already doing $300M a day that's a 20x from here. Still early but the opportunity is definitely here. Hyperliquid. AAPL is now live. 10x leverage 24/7 [---]. Trade AAPL: https://t.co/3T1xMFnToV https://t.co/HTbbknlY6l AAPL is now live."  
[X Link](https://x.com/GLC_Research/status/1991912349389779447)  2025-11-21T16:51Z [----] followers, 14.1K engagements


"Over that same period starting December 1st Hyperliquid has also been gaining market share back from CEXs and Binance in terms of OI. Combined with improving market conditions and the Lighter TGE these factors help explain why OI is up 45% over this timeframe. The yellow line represents OI relative to Binance and the green line represents OI relative to major CEXs"  
[X Link](https://x.com/GLC_Research/status/2008606141874663780)  2026-01-06T18:26Z [----] followers, 15.9K engagements


"HIP-3 volume reached a daily ATH of $630M today @HyperliquidR HIP-3 7-day average volume is up around 60% YTD. Over the last [--] hours HIP-3 contributed 7.4% of Hyperliquids total volume"  
[X Link](https://x.com/GLC_Research/status/2011233494911844368)  2026-01-14T00:26Z [----] followers, [----] engagements


"TLDR of the article: $HYPE faced an exceptional level of adversity in [----] and held up remarkably well. Since 10/10 Hyperliquid is once again gaining market share from CEXs. HIP-3 continues to grow steadily and RWAs are coming onchain. The trend is clear: Hyperliquids TAM should expand as more asset classes come onchain. Portfolio margin is still not priced in and could quickly unlock higher trading volumes while materially improving Hyperliquids competitiveness versus CEXs. USDH supply is also growing steadily and represents a direct bet on HIP-3 markets. As these markets expand USDH supply"  
[X Link](https://x.com/GLC_Research/status/2013595787809214804)  2026-01-20T12:53Z [----] followers, 14.9K engagements


"Here is Bobby. HSI (Hyperliquid Strategies) has purchased a total of [-------] HYPE since early December currently valued at approximately $67.6M. Based on my estimates roughly half of this amount (1.5M HYPE) was bought OTC directly from Hyperliquid team wallets. These numbers are estimates based on on-chain data and are not officially confirmed. Source: @mlmabc https://t.co/OyxX84L4Vz https://t.co/OyxX84L4Vz"  
[X Link](https://x.com/GLC_Research/status/2014284299793580418)  2026-01-22T10:29Z [----] followers, [----] engagements


"RT @Artem_Oak: We started working with @maplefinance back in spring thanks to the kind introduction by @GLC_Research It's been a pleasure"  
[X Link](https://x.com/GLC_Research/status/2014371821303263666)  2026-01-22T16:17Z [----] followers, [--] engagements


"I was [--] days late on my prediction of HIP-3 daily volume reaching $1B. HIP-3 7-day average volume is up 185% YTD. $10B daily volume by EOY Hyperliquid. $500M Trading Volume today: 5X last 7days. $1B daily volume before EOY Hyperliquid. $500M Trading Volume today: 5X last 7days. $1B daily volume before EOY Hyperliquid"  
[X Link](https://x.com/GLC_Research/status/2014666185887859195)  2026-01-23T11:47Z [----] followers, [----] engagements


"If you want to read tens of research around Hyperliquid check our HRC website: https://www.hyperliquidr.xyz/ https://www.hyperliquidr.xyz/"  
[X Link](https://x.com/GLC_Research/status/2014666188823953623)  2026-01-23T11:47Z [----] followers, [---] engagements


"RT @GLC_Research: TLDR of the article: $HYPE faced an exceptional level of adversity in [----] and held up remarkably well. Since 10/10 Hyp"  
[X Link](https://x.com/GLC_Research/status/2015718429479629115)  2026-01-26T09:28Z [----] followers, [--] engagements


"Hyperliquid. Hyperliquid has quietly achieved an important milestone of becoming the most liquid venue for crypto price discovery in the world. See below for side by side comparison of BTC perps on Binance (left) and Hyperliquid (right). With HIP-3 teams leading the way Hyperliquid has also https://t.co/aJCFYjMoxV Hyperliquid has quietly achieved an important milestone of becoming the most liquid venue for crypto price discovery in the world. See below for side by side comparison of BTC perps on Binance (left) and Hyperliquid (right). With HIP-3 teams leading the way Hyperliquid has also"  
[X Link](https://x.com/GLC_Research/status/2015894071298994659)  2026-01-26T21:06Z [----] followers, [----] engagements


"@WClementeIII If you wanna learn more about $HYPE its valuation its ecosystem etc. You should check out the website weve been building with @FourPillarsFP: the Hyperliquid Research Collective https://www.hyperliquidr.xyz/ https://www.hyperliquidr.xyz/"  
[X Link](https://x.com/GLC_Research/status/2015896495308837005)  2026-01-26T21:15Z [----] followers, [----] engagements


"RT @GLC_Research: @WClementeIII If you wanna learn more about $HYPE its valuation its ecosystem etc. You should check out the website"  
[X Link](https://x.com/GLC_Research/status/2015902527804358846)  2026-01-26T21:39Z [----] followers, [--] engagements


"https://www.hyperliquidr.xyz/ https://www.hyperliquidr.xyz/"  
[X Link](https://x.com/GLC_Research/status/2015957833364152791)  2026-01-27T01:19Z [----] followers, [---] engagements


"Silver from XYZ recorded $1.1B in volume over last 24h making it the third-largest pair on Hyperliquid just behind $ETH and $BTC. As time goes on $HYPE dependence on crypto seasonality will continue to decrease. It's not priced in. The Everything Exchange. Nearly [--] in every 5$ traded on Hyperliquid now flows through HIP-3: - 7-day average share reaching 19% - 160% growth YTD - HIP-3 Volume (7d) is up 330% YTD HIP-3 isnt priced in and neither is BLP. Hyperliquid. https://t.co/Gkvv7aSToC Nearly [--] in every 5$ traded on Hyperliquid now flows through HIP-3: - 7-day average share reaching 19% -"  
[X Link](https://x.com/GLC_Research/status/2016077707986059659)  2026-01-27T09:15Z [----] followers, [----] engagements


"Good and unbiased analysis guys. One thing Id add is that metals volatility and interest are currently very high which is why they represent such a large share of HIP-3 volume right now. That said if and when interest in metals cools down other shiny RWA assets will naturally take over. What XYZ has done particularly well so far is listing assets ahead of earnings or around major announcements which is when trader interest is the highest. Hyperliquids moat is very strong and I doubt well see a competitor meaningfully take market share from HL anytime soon. They are the leaders until proven"  
[X Link](https://x.com/GLC_Research/status/2016138218710745228)  2026-01-27T13:16Z [----] followers, [---] engagements


"RT @GLC_Research: Silver from XYZ recorded $1.1B in volume over last 24h making it the third-largest pair on Hyperliquid just behind $ETH"  
[X Link](https://x.com/GLC_Research/status/2016140325228613982)  2026-01-27T13:24Z [----] followers, [--] engagements


"Fair points. Id add that personally I think people trading RWA perps are more interested in leverage rather than simply holding a long spot position. I see equity perps more as an alternative to 0DTE options. If TSLA were to experience strong momentum or volatility I'm convinced we could see volumes similar to what Silver is currently doing even with spot and alternatives markets being available. Sending you guys a DM ;)) https://twitter.com/i/web/status/2016172694077616206 https://twitter.com/i/web/status/2016172694077616206"  
[X Link](https://x.com/GLC_Research/status/2016172694077616206)  2026-01-27T15:33Z [----] followers, [--] engagements


"RT @HyperliquidR: What actually broke $HYPE & what changes from here Written by @ericonomic If you want to learn more about $HYPE recent"  
[X Link](https://x.com/GLC_Research/status/2016186204098539656)  2026-01-27T16:27Z [----] followers, [--] engagements


"Very exciting to say the least wishing Felix all the best Housing All of Finance Hyperliquid. Designing Felix Spot Equities Written by @felixprotocol Felix recently announced that theyll be launching onchain spot equities through a partnership with @OndoFinance. In the article below the team explains how it will effectively work. "Felix spot equities will give https://t.co/nP9sScEySO Designing Felix Spot Equities Written by @felixprotocol Felix recently announced that theyll be launching onchain spot equities through a partnership with @OndoFinance. In the article below the team explains how"  
[X Link](https://x.com/GLC_Research/status/2016190543261261921)  2026-01-27T16:44Z [----] followers, [----] engagements


"https://www.hyperliquidr.xyz/post/hyperliquid-fundamentals-update-10-10-recovery-momentum-and-what-s-next https://www.hyperliquidr.xyz/post/hyperliquid-fundamentals-update-10-10-recovery-momentum-and-what-s-next"  
[X Link](https://x.com/GLC_Research/status/2016220714471215106)  2026-01-27T18:44Z [----] followers, [---] engagements


"@xulian_hl @cryptohaha11 I really need some Hyperliquid merch"  
[X Link](https://x.com/GLC_Research/status/2016249608033161485)  2026-01-27T20:39Z [----] followers, [---] engagements


"https://www.hyperliquidr.xyz/post/arete-capital-hyperliquid-2026-thesis-housing-the-entirety-of-finance https://www.hyperliquidr.xyz/post/arete-capital-hyperliquid-2026-thesis-housing-the-entirety-of-finance"  
[X Link](https://x.com/GLC_Research/status/2016259696915534166)  2026-01-27T21:19Z [----] followers, [---] engagements


"RT @qwantifyio: HIP-3 Index Markets: @tradexyz vs @markets_xyz (Flow Breakdown) TLDR: XYZ100 (@tradexyz) looks materially more mature: 66"  
[X Link](https://x.com/GLC_Research/status/2016261237303107745)  2026-01-27T21:25Z [----] followers, [--] engagements


"Building strong conviction around an asset and allocating a large share of your portfolio to just one or two positions isnt easy. It requires real conviction discipline skills and emotional control. Weve seen plenty of people shake when $HYPE was trading around $20. Didnt sell a single token. Kept building the position and started building on top of HL with @HyperliquidR learn more and increase overall exposure. In just three days months of downtrend were erased. There are few better feelings than staying true to your investment thesis and watching the market move in your direction."  
[X Link](https://x.com/GLC_Research/status/2016476621985788236)  2026-01-28T11:41Z [----] followers, [----] engagements


"If you liked our analysis we would appreciate like and retweet. It shows recognition for our work Also let us know what are your thoughts on $RIO in the comments We are also suggesting no hate response in the comments we already suffered bad behavior from the $RIO community. This analysis is based on publicly available information we're not talking bad of a project for pleasure. We wanted to highlight important information given that most KOL's can't do DD. We're looking forward to constructive comment and we'll be pleased to figure out whit the community what's going on with $RIO. This"  
[X Link](https://x.com/GLC_Research/status/1849765283247817068)  2024-10-25T10:49Z [----] followers, [----] engagements


"After just a few months since launch HL is already the 3rd DEX by Bitcoin spot volume @unitxyz @HyperliquidX Looking at the last 24h volume Hyperliquid spot volume ranks just behind Uniswap & Aerodrome (after aggregating main pools). In our view HL has key competitive advantages: 🔹Cheaper fees: $25 per BTC traded Vs. $250 on Uniswap for example 🔹Native BTC Vs. Wrapped BTC 🔹Faster execution deeper liquidity and a better UX We'll see how things evolve markets can always shift but as it stands today: It feels like Unit is making HL the go-to place for trading Spot $BTC"  
[X Link](https://x.com/anyuser/status/1912870278637519263)  2025-04-17T14:06Z [----] followers, 33.5K engagements


"4/ Conclusion With this rebranding and the unification of all products under the Maple umbrella the companys vision is now clearly defined and the future looks promising. Maple has identified Bitcoin and stablecoins as two high-potential asset classes for the future of the industry. Therefore the team is focusing on developing and delivering the most competitive BTC and stablecoin yield products on the market. This strategy is designed to attract a growing base of clients and position Maple as the number one on-chain asset manager. Final Thoughts As always it was a pleasure to provide you"  
[X Link](https://x.com/GLC_Research/status/1926977827905081564)  2025-05-26T12:24Z [----] followers, [---] engagements


"What are xTokens Turning Strategies Into Composable Assets @liminalmoney xTokens are tokenized delta-neutral strategies. Each xToken (such as $xHYPE $xBTC $xETH or $xSOL) represents a share in the pool that holds spot assets (or LSTs in the future) while shorting perpetuals with calibrated leverage. The way it would work is that a pool gets created for each delta-neutral position and the funding payments gradually increase the pools value over time. An oracle tracks this pool value which is how your xTokens compound as time goes on. Right now Liminal handles every address separately: each"  
[X Link](https://x.com/GLC_Research/status/1976374648255414528)  2025-10-09T19:50Z [----] followers, [----] engagements


"$HOOD vs $HYPE: Q3 Earnings and Valuation Comparison Hyperliquid Q3 Revenue / Earnings: - $289M with 99% used for buybacks - 65% QoQ growth - $1.15B in annualized earnings - 110% growth YTD (quarterly results) Robinhood Q3 Revenue: - $1.27B in revenue - 28.8% QoQ growth - $5B in annualized revenue - 37% growth YTD Robinhood Q3 Earnings: -$556M in earnings -44% QoQ growth -$2.2B in annualized earnings -65% growth YTD Both companies have executed well and delivered strong growth. However @HyperliquidX has been expanding at a faster pace YTD. For Hyperliquid revenue equals earnings and earnings"  
[X Link](https://x.com/GLC_Research/status/1987110558013735227)  2025-11-08T10:50Z [----] followers, 28.5K engagements


"Silver on Hyperliquid with $230M 24h Vol (@asxn_r) @tradexyz with $204M @felixprotocol with $27M https://twitter.com/i/web/status/2011799454492315808 https://twitter.com/i/web/status/2011799454492315808"  
[X Link](https://x.com/GLC_Research/status/2011799454492315808)  2026-01-15T13:55Z [----] followers, [---] engagements


"Nearly [--] in every 5$ traded on Hyperliquid now flows through HIP-3: - 7-day average share reaching 19% - 160% growth YTD - HIP-3 Volume (7d) is up 330% YTD HIP-3 isnt priced in and neither is BLP. Hyperliquid. https://twitter.com/i/web/status/2015957831330009156 https://twitter.com/i/web/status/2015957831330009156"  
[X Link](https://x.com/GLC_Research/status/2015957831330009156)  2026-01-27T01:19Z [----] followers, [----] engagements


"With HIP-3 momentum Hyperliquids share versus Binance is up 20% YTD Hyperliquid is now generating significant crypto-unrelated trading volume. As HIP-3 keeps growing and expands the TAM we can expect this figure to keep increasing over the coming years. Then you understand why Binance is now launching equity perps. But once again Hyperliquid has the first-mover advantage. Hyperliquid. https://t.co/LugDRcMdPq https://t.co/LugDRcMdPq"  
[X Link](https://x.com/GLC_Research/status/2016219950252191817)  2026-01-27T18:41Z [----] followers, 15.7K engagements


"@Globalflows And some onchain analysis from @mlmabc has shows that $PURR likely bought around $60M worth of $HYPE when the price was (way) lower than right now. The discount is likely even larger now ;))"  
[X Link](https://x.com/GLC_Research/status/2016961286387401142)  2026-01-29T19:46Z [----] followers, [---] engagements


"@CryptoPicsou HIP-4"  
[X Link](https://x.com/GLC_Research/status/2018279809059631260)  2026-02-02T11:06Z [----] followers, [---] engagements


"Do you think this could impact Ventuals current product One of the big issues with current pre-IPO markets is the lack of reliable oracles which pushes MMs away and the fact that some actors bring toxic flow to take advantage of thin order books. It makes it hard for both makers and takers to participate. Wouldnt it be easier for pre-IPO markets to be built on HIP-4 rather than HIP-3 That way youd have clear maturities no oracle dependency and by definition less exposure to toxic flow Because I do think theres strong demand to speculate on pre-IPO markets but the current structure makes it"  
[X Link](https://x.com/GLC_Research/status/2018373970127368508)  2026-02-02T17:20Z [----] followers, [---] engagements


"House of Finance. HyperCore will support outcome trading (HIP-4). Outcomes are fully collateralized contracts that settle within a fixed range. They are a general-purpose primitive that are useful for applications such as prediction markets and bounded options-like instruments. There has been HyperCore will support outcome trading (HIP-4). Outcomes are fully collateralized contracts that settle within a fixed range. They are a general-purpose primitive that are useful for applications such as prediction markets and bounded options-like instruments. There has been"  
[X Link](https://x.com/GLC_Research/status/2018390984871047473)  2026-02-02T18:28Z [----] followers, [----] engagements


"Based on the latest unlocks this is aging well. Whats ahead: - BLP: 30% potential market share expansion based on the Bybit unified margin case study - HIP-3: RWA perps continuing to gain traction - Unlocks effectively being priced 90% lower than what most tokenomics sites suggest (let's see next unlocks) - CEX DEX rotation maintaining its current pace - HIP-4: options prediction markets and more - Further USDH (@nativemarkets) adoption driving additional $HYPE buybacks - More institutional adoption with @HyperionDeFi and $PURR leading - More HIP-3 deployers - Spot equities (@felixprotocol)"  
[X Link](https://x.com/GLC_Research/status/2018397880277508422)  2026-02-02T18:55Z [----] followers, [----] engagements


"@michaeljburry Hyperliquid"  
[X Link](https://x.com/GLC_Research/status/2018423072441684383)  2026-02-02T20:35Z [----] followers, [----] engagements


"While its obviously impossible that Hyperliquid had this level of impact especially since xyz silver market is isolated its still mind-blowing to me that Michael Burry casually mentioned Hyperliquid. Hyperliquid. Short Thoughts February [--] [----] just published. I address in depth Bitcoin/crypto precious metals the AI buildouts accounting shenanigans Molina Healthcare $MOH and GameStops potential M&A strategy including possible targets. $GME CEO Ryan Cohen cancelled his appearance https://t.co/c183xsrXbj Short Thoughts February [--] [----] just published. I address in depth Bitcoin/crypto precious"  
[X Link](https://x.com/GLC_Research/status/2018429086109249611)  2026-02-02T20:59Z [----] followers, [----] engagements


"@Vivid0xReal Bob David Citrini Cathy Wood now Burry who's next"  
[X Link](https://x.com/GLC_Research/status/2018461581114577153)  2026-02-02T23:08Z [----] followers, [---] engagements


"@alex_hunter20 Yep exactly. Doesnt change anything Just had to have faith in Bobby ;)) Appreciate you Alex"  
[X Link](https://x.com/GLC_Research/status/2018661648282853830)  2026-02-03T12:23Z [----] followers, [--] engagements


"@OAK_Res_EN @HyperliquidX Glad we produced a very high-level analysis. Its very hard to value crypto assets but I think we did a good job on this one. Clearly time to update this ;)) Hyperliquid"  
[X Link](https://x.com/GLC_Research/status/2018750933518434307)  2026-02-03T18:18Z [----] followers, [---] engagements


"SILVER-USDH doing $20M volume last 24h @felixprotocol @nativemarkets @HyperionDeFi Felix made a really good decision listing the Silver pair first on HIP-3. People are actively trading Silver right now and Hyperliquid is one of the best places to do it onchain. Everything about Felixs HIP-3 market feels very Hyperliquid-aligned: "A HyperEVM company partnering with the first $HYPE DAT to launch a USDH-denominated HIP-3 market" Every dollar of value generated through this market flows back to Hyperliquid. Felix [----] - 2026: What comes next Written by @0xBroze from @felixprotocol We're pleased"  
[X Link](https://x.com/GLC_Research/status/2005599398521184395)  2025-12-29T11:18Z [----] followers, 13.1K engagements


"This has to be one of the best-timed articles from @ericonomic $HYPE is up 50% since then. Highly recommend reading it if you havent already. https://www.hyperliquidr.xyz/post/what-actually-broke-hype-and-what-changes-from-here https://www.hyperliquidr.xyz/post/what-actually-broke-hype-and-what-changes-from-here"  
[X Link](https://x.com/GLC_Research/status/2016635550422487082)  2026-01-28T22:12Z [----] followers, [----] engagements


"📢 Boros is Live @pendle_fi Boros is Pendles next major product built to tokenize and trade perpetual funding rate the largest untapped source of yield in crypto. Boros introduces active yield trading unlocking a market estimated to be 10x larger than $PENDLE current scope. Perpetual markets like Binance Bybit and Hyperliquid generate $200B+ in daily volume and $150B in open interest with funding rates as a core yield mechanism. Boros enables: Protocols to hedge volatile funding rate exposure Traders to speculate on funding rate direction DeFi users to access a new dimension of yield At its"  
[X Link](https://x.com/GLC_Research/status/1953028524928839746)  2025-08-06T09:41Z [----] followers, 10.1K engagements


"100% APY with SyrupUSDC YT " 🧵@maplefinance @pendle_fi Pendle is one of the best innovations we've seen in web3 as it opens the door to completely untapped opportunities through yield tokenization. Pendle enables users to split yield-bearing assets like SyrupUSDC into two parts: 🔸PT (Principal Token) fixed yield 🔸YT (Yield Token) floating yield (points + yield) The two assets can be traded independently but the following relationship must always hold: Yield-bearing asset = PT + YT Maple has integrated SyrupUSDC with Pendle for some time. Yield is sourced from interest payments made by"  
[X Link](https://x.com/anyuser/status/1922313494310830394)  2025-05-13T15:30Z [----] followers, 24.9K engagements


"Maple Community Call #8 @maplefinance 🥞 Yesterday we had the pleasure of attending Maples Community Call #8. During the previous call we celebrated the $1 billion TVL milestone and just a few weeks later Maple has already climbed to $1.7 billion. Therefore this call focused on the key drivers behind this impressive growth. For those who couldnt attend it heres a recap of the key highlights 👇🧵"  
[X Link](https://x.com/GLC_Research/status/1923346148451844397)  2025-05-16T11:53Z [----] followers, 21.5K engagements


"Maple has officially hit the $1M monthly revenue mark @maplefinance A lot of people were asking why the revenue was lagging behind the TVL growth. 🔸It takes time for TVL to materialize into revenue notably because you need to wait about a month before underlying interest payments start to kick in. 🔸In addition market conditions also influence how Maple monetizes its TVL. That being said big congrats to the team. This is a significant milestone All eyes on the $4B AuM target. $2M might come quicker than expected. Check out our latest monthly update below👇 Maple"  
[X Link](https://x.com/GLC_Research/status/1930272775941361760)  2025-06-04T14:37Z [----] followers, [----] engagements


"55 Sum of the Parts Valuation We have now assigned a valuation range to each part of Hyperliquid and it's time to aggregate everything to determine the intrinsic value we currently assign to $HYPE. Combining all components our modelalong with a degree of subjectivityassigns a price range of $32 to $49 per $HYPE. Additionally we factor in a 20% premium recognizing that Hyperliquid has several catalysts that could further drive its valuation (see article). We also believe that using a 15x multiple for such a high-potential company remains conservative. Assessing downside risk is just as"  
[X Link](https://x.com/anyuser/status/1902345128590668173)  2025-03-19T13:03Z [----] followers, 100.1K engagements


"Quarterly Report "A Historic Q1 For Maple" @maplefinance Following the conclusion of Q1 weve taken a deep dive into the key developments at Maple including the evolution of core metrics relative performance of SyrupUSDC and $SYRUP the launch of new products and recent strategic partnerships. This report also features insights from @MartindRijke Head of Growth who shared his perspective on the strategic shifts that fueled Maples Q1 growth his outlook for Q2 and the companys objectives for [----]. This thread provides a summary of the report which has been produced in collaboration with"  
[X Link](https://x.com/anyuser/status/1915390756644413468)  2025-04-24T13:01Z [----] followers, 45.2K engagements


"Four months later while its satisfying to see $HYPE hitting those targets we cant help but feel just how conservative that initial valuation really was. Time for an update. Hyperliquid. [--] Sum of the Parts Valuation We have now assigned a valuation range to each part of Hyperliquid and it's time to aggregate everything to determine the intrinsic value we currently assign to $HYPE. Combining all components our modelalong with a degree of https://t.co/B6HvqEojd5 [--] Sum of the Parts Valuation We have now assigned a valuation range to each part of Hyperliquid and it's time to aggregate everything"  
[X Link](https://x.com/anyuser/status/1944330827539640497)  2025-07-13T09:39Z [----] followers, [----] 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 1.6% return over the period. For comparison Aaves yield often used as a benchmark returned 0.85% 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"  
[X Link](https://x.com/GLC_Research/status/1947642739627090378)  2025-07-22T12:59Z [----] followers, 26.5K engagements


"SyrupUSDC Outperforming the Competition In Q2 Maple sustained its remarkable growth with SyrupUSDC its flagship product delivering returns that outpaced most competitors. This report reviews SyrupUSDCs performance compares it to http://x.com/i/article/1954899845220610048 http://x.com/i/article/1954899845220610048"  
[X Link](https://x.com/anyuser/status/1954910034145443932)  2025-08-11T14:17Z [----] followers, 38.7K engagements


"SyrupUSDC integrates with AAVE - The AAVE Effect SyrupUSDC could soon join AAVE. This report explores the potential impact technical challenges and what an AAVE listing could unlock for Maple. Introduction As a partner of Maple weve been closely http://x.com/i/article/1958893420824379392 http://x.com/i/article/1958893420824379392"  
[X Link](https://x.com/anyuser/status/1958917161696866586)  2025-08-22T15:40Z [----] followers, 38.1K engagements


"Check out our latest research on Hyperliquid below. We examine the current $HYPE valuation multiple and whether it makes sense for the token to trade at such a discount compared to equities like $HOOD and $COIN. Our analysis covers the concept of a token risk premium which tends to compress multiples for tokens as well as specific $HYPE characteristics that could justify a higher valuation. In short we believe the current multiple undervalues Hyperliquid especially when considering its growth trajectory and strong stakeholder alignment through buybacks. We attribute the discount largely to"  
[X Link](https://x.com/GLC_Research/status/1968381416757977304)  2025-09-17T18:27Z [----] followers, 10.3K engagements


"Hyperliquid Strategies ITW - Rethinking Financial Rails @HypeStrat @ForwardGuidance @fejau_inc After the success of our itw recap with @Keisan_Crypto @defi_monk and the Hyperliquid Strategies team were back with a summary of @rediamondjr and @dschamis 'latest discussion with Felix on Forward Guidance. At GLC Forward Guidance is one of the few podcasts we follow regularly both for the quality of its macro insights and the caliber of its guests. We highly recommend subscribing and tuning in. Bob (ex-CEO of Barclays now Founder & CEO of Atlas) and David (Founder & CIO of Atlas) are seasoned"  
[X Link](https://x.com/anyuser/status/1971234830323941579)  2025-09-25T15:26Z [----] followers, [----] engagements


"The preferred venue for trading $XPL one of the most anticipated launches of the year alongside $PUMP is of course Hyperliquid. Who else could it possibly be Hyperliquid shows more Open Interest on $XPL than Binance Bybit and everyone else. When real trading matters traders go to Hyperliquid. The numbers arent even close. Its almost funny. You see all kinds of FUD on the timeline about Hyperliquid supposedly facing competition or losing market share to Aster and other DEXs. But when the time comes for actual trading the market makes the choice clear: its all happening on Hyperliquid. We can't"  
[X Link](https://x.com/GLC_Research/status/1971269832474513697)  2025-09-25T17:45Z [----] followers, 51.2K engagements


"While Hyperliquid likely needs to reduce leverage for tokens like $POPCAT its also important to zoom out and look at the bigger picture @HyperliquidX It appears someone tried to exploit $HYPE again resulting in about $3M in losses for the trader and roughly $5M for HLP. In reality the system functioned largely as intended: you cant expect HLP to make +$20M on 10/10 without occasionally taking a hit. My first impression similar to the Jelly Jelly attack is that risk management could still use some fine-tuning but its important to remember that these are not normal market behaviors. Who in"  
[X Link](https://x.com/GLC_Research/status/1988677159422939430)  2025-11-12T18:35Z [----] followers, 13.9K engagements


"@adrianisxx @SigmaSquared_ https://hypurrscan.io/address/0xb317d2bc2d3d2df5fa441b5bae0ab9d8b07283ae#perps https://hypurrscan.io/address/0xb317d2bc2d3d2df5fa441b5bae0ab9d8b07283ae#perps"  
[X Link](https://x.com/GLC_Research/status/2009225342494335272)  2026-01-08T11:27Z [----] followers, [--] engagements


"Bybit Market Share vs. Binance once Unified Margin launched BLP from Hyperliquid isnt priced in. The L1 premium is zero. HIP-3 is still not priced in. The DEX-to-CEX rotation isnt slowing down. RWA coming on-chain isnt priced in either. Not much is priced in. Combine BLP with better market conditions HIP-3 already gaining lots of traction and well reach new volume and OI ATHs very quickly. As Max just said: "2026 is the year we scratch claw and fight for our L1 premium" Hyperliquid. (Chart from @kidponga) Good chart. Cc @kidponga for the find Hyperliquid https://t.co/eEGGRzlVbX Good chart. Cc"  
[X Link](https://x.com/GLC_Research/status/2012089261177065816)  2026-01-16T09:07Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@GLC_Research Avatar @GLC_Research GLC

Maple Finance's Syrup USDC has seen significant adoption on Solana, becoming the third-largest yield-bearing stablecoin with a market cap of $786 million. Pendle Finance has surpassed $5 billion in TVL, with $2.5 billion worth of Pendle PT being used as collateral across money markets. Aave has repurchased [------] AAVE tokens as part of its fee switch plan, with a total cost of $10 million.

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  • [--] Week [--] +36%
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Social Influence

Social category influence exchanges #4971 cryptocurrencies 38.61% finance 23.76% stocks 8.91% technology brands 1.98% automotive brands 0.99%

Social topic influence hyperliquid #214, $hype #129, hype #1311, if you 6.93%, rwa 6.93%, maple 6.93%, binance 6.93%, onchain 6.93%, market 5.94%, crypto 5.94%

Top accounts mentioned or mentioned by @hyperliquidr @hyperliquidx @maplefinance @glcresearch @oakresen @dschamis @rediamondjr @hypestrat @tradexyz @felixprotocol @alexhunter20 @hyperiondefi @defimonk @globalflows @mlmabc @ericonomic @munchprmr @cryptomckenna @ryskfinance @keisancrypto

Top assets mentioned Hyperliquid (HYPE) Purr (PURR) Ethereum (ETH) Bitcoin (BTC) Robinhood Markets, Inc. (HOOD) Ethena (ENA) Rollbit Coin (RLB) Hyperion DeFi (HYPD) USDC (USDC) Apple, Inc. (AAPL) Realio Network (RIO)

Top Social Posts

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

"Hyperliquid was not spared during the liquidation cascade of October [--]. It was a brutal event that impacted traders and market participants across the industry. In the aftermath trading activity http://x.com/i/article/2013554843076468736 http://x.com/i/article/2013554843076468736"
X Link 2026-01-20T11:07Z [----] followers, 61.1K engagements

"@alex_hunter20 HIP-4"
X Link 2026-02-03T10:43Z [----] followers, [---] engagements

"@munchPRMR @TraderNoah I think the most aggressive assumption of true supply of HYPE is 60% of fd so its $20bn marketcap assuming no future airdrops"
X Link 2026-02-03T17:29Z [----] followers, [---] engagements

"Our friends at @OAK_Res_EN have applied for the @ethena risk committee election. If you hold $ENA they'd love to get support and votes. 🚨 OAK Research has just applied for the @ethena Risk Committee election. We have been deeply involved in the Ethena ecosystem for several months. From publishing some of the most comprehensive technical deep-dives on the protocol to actively onboarding 400+ users via https://t.co/cP0WvdRy2G 🚨 OAK Research has just applied for the @ethena Risk Committee election. We have been deeply involved in the Ethena ecosystem for several months. From publishing some of"
X Link 2026-02-03T18:21Z [----] followers, [----] engagements

"the issue with $RLB has always been that the underlying business wasn't growing anymore. $HYPE just had a triple digit YTD growth and has a TAM bigger than any other crypto company while being the market leader. And they're doing so while tenth of competitors are running points campaign. $RLB has never been the leader of its market and $HYPE team is a beast. They innovate and people copy them. Think it's crazy to even think of comparing $HYPE with $RLB https://twitter.com/i/web/status/1998342867870228824 https://twitter.com/i/web/status/1998342867870228824"
X Link 2025-12-09T10:44Z [----] followers, [----] engagements

"The one thing weve been consistently vocal about regarding the impact of DATs is equity research. To cover $HYPD or $PURR equity analysts must understand $HYPE and thats arguably the single biggest benefit Hyperliquid gains from DATs. Weve also said many times that Hyperliquids main challenges were distribution and information asymmetry. DATs directly improve distribution and indirectly reduce information asymmetry through professional equity coverage. Seeing Cantor begin coverage on $HYPD and $PURR (and $HYPE) is a major milestone. For the first time equity research analysts can apply"
X Link 2025-12-17T15:32Z [----] followers, [----] engagements

"Theres a reason why its been featured on the @HyperliquidR homepage since day one. "We may have been early but were not wrong" @Crypto_McKenna $HYPE investment thesis remains the most comprehensive and up-to-date piece to truly understand the multi-year vision behind $HYPE. Link to the article below. Hyperliquid. HIP-3 https://t.co/3hu9zMfSPM HIP-3 https://t.co/3hu9zMfSPM"
X Link 2026-01-27T21:19Z [----] followers, [----] engagements

"@alex_hunter20 Hi @alex_hunter20 $PURR is now trading at a premium ;)) https://x.com/Keisan_Crypto/status/2018438941288915189s=20 Some rough math / estimates for $PURR The real fun begins when we start tapping the ATM. 1.22x mNAV should do the trick Hyperliquid https://t.co/c06G8P7Zdx https://x.com/Keisan_Crypto/status/2018438941288915189s=20 Some rough math / estimates for $PURR The real fun begins when we start tapping the ATM. 1.22x mNAV should do the trick Hyperliquid https://t.co/c06G8P7Zdx"
X Link 2026-02-03T10:50Z [----] followers, [---] engagements

""This false dichotomy between general purpose chains and hyperliquid is ridiculous when all the "general purpose" chains get used for is trading lending and stablecoin transfers anyway" - @fiege_max 2026"
X Link 2026-02-04T19:05Z [----] followers, [----] engagements

"@HyperionDeFi @ryskfinance Hyperliquid"
X Link 2026-02-04T21:18Z [----] followers, [---] engagements

"Just listened to the very interesting @defi_monk and @Keisan_Crypto space from yesterday about $HYPE Heres one part of the discussion that really stood out: The question is: what is the real upside in terms of metrics if Hyperliquid succeeds as a truly viable global derivatives competitor Global futures options and other derivative products generate roughly $1T in daily volume. Hyperliquid is currently doing around $10B daily volume. When people talk about P/E ratios or growth assumptions Monk's view is basically: why would we be here if $HYPE is only expected to grow 30% per year Its"
X Link 2026-02-04T21:26Z [----] followers, [----] engagements

"@HyperliquidR @Globalflows HL's RWA volume vs. $HYPE price YTD"
X Link 2026-02-06T13:26Z [----] followers, [---] engagements

"@Havochl_ Hyperliquid 🤍"
X Link 2026-02-11T17:54Z [----] followers, [---] engagements

"Hyperliquid Proposed Valuation @HyperliquidX Hyperliquid is in a league of its own with no real comparables in crypto. As the fastest-growing company in the industry $HYPE presents a compelling R/R backed by strong fundamentals and massive growth potential. What sets Hyperliquid apart is its intrinsic value: 🔹 High revenue-generating business 🔹Reinvesting 100% buying back $HYPE This valuation suggests significant upside: $100B+ opportunity if it successfully delivers on its vision of becoming "The House of Finance". The maximum downside seems limited: -55% based on bear case scenario. Let's"
X Link 2025-03-19T13:02Z [----] followers, 163.3K engagements

"Nailed the bottom with this article which highlighted that core metrics were starting to recover and showing bottom vibes. $HYPE is up 80% since then. This is what I had to say as conclusion of the article: "In [----] Hyperliquid faced an exceptional level of adversity on all fronts yet emerged stronger than most would have expected. Throughout this period the team continued to innovate relentlessly building for its users its community and its broader vision of housing all of finance onchain. Core metrics are now gradually recovering. Several catalysts lie ahead including equity perpetuals"
X Link 2026-02-03T08:59Z [----] followers, [----] engagements

"Really appreciate the gift guys means a lot. @OAK_Res_EN Link of the report below ;)) Hyperliquid 👀"
X Link 2026-02-04T10:48Z [----] followers, [----] engagements

"$HYPE 7d average revenue is up 200% YTD now back above $3M on a 7d average basis or more than $1B annualized. The 30d average is up 35% and is approaching $2M or more than $700M annualized. Hyperliquid"
X Link 2026-02-05T15:15Z [----] followers, 19.5K engagements

"http://hyperliquidr.xyz http://hyperliquidr.xyz"
X Link 2026-02-05T15:15Z [----] followers, [---] engagements

"HIP3 volume is a key driver behind $HYPEs recent outperformance WeHyperliquidd more historical data to draw fully definitive long-term conclusions but the timing is very clear: the moment HIP3 volume went exponential closely matches the start of $HYPEs relative price strength. Structurally this makes sense. As a growing share of volume comes from non-crypto-native assets $HYPE should become less correlated to Bitcoin-driven cycles. To put things into perspective: @tradexyz processed $5B in volume over the last [--] hours $5 BILLION. Very few people expected this level of adoption this early and"
X Link 2026-02-06T12:55Z [----] followers, [----] engagements

"http://Hyperliquidr.xyz http://Hyperliquidr.xyz"
X Link 2026-02-06T12:55Z [----] followers, [---] engagements

"This is precisely why weve been so vocal about HIP3 and why we believe it is rapidly becoming a major part of TAM for Hyperliquid and perpetuals more broadly. We believe perpetual futures are a strong alternative for retail traders seeking exposure to equities commodities indices and other asset classes particularly compared to ODTE or very short-dated options. The fact that Hyperliquid has already captured around 2% market share at peak volume is extremely encouraging. Whether people recognize it or not it is already competing and gaining share despite having no meaningful incentives in"
X Link 2026-02-09T16:24Z [----] followers, [----] engagements

"Some key takeaways from $PURR first earnings call [--]. $HYPE Holdings and Cash - Established a strong initial treasury with 12.5M HYPE tokens and $300M in cash contributed by investors. - Deployed $10.5M to repurchase 3.0M PURR shares reducing the fully diluted share count to 150.6M. - Deployed $129.5M to acquire 5.0M additional HYPE tokens at $25.9 increasing total HYPE holdings to 17.6M. - $125M in remaining deployable capital. [--]. $PURR Views on $HYPE and Treasury Strategy @dschamis and the team remain very impressed by $HYPEs growth especially with Builder Codes and HIP-3. They highlighted"
X Link 2026-02-11T16:12Z [----] followers, 44.3K engagements

"https://www.prnewswire.com/news-releases/hyperliquid-strategies-inc-reports-financial-results-for-the-quarter-ended-december-31-2025-302684282.htmltc=eml_cleartime https://www.prnewswire.com/news-releases/hyperliquid-strategies-inc-reports-financial-results-for-the-quarter-ended-december-31-2025-302684282.htmltc=eml_cleartime"
X Link 2026-02-11T16:44Z [----] followers, [----] engagements

"mNAV Dashboard https://www.hypestrat.xyz/dashboard https://www.hypestrat.xyz/dashboard"
X Link 2026-02-12T12:05Z [----] followers, [---] engagements

"@Globalflows you should find value in this summary"
X Link 2026-02-12T12:19Z [----] followers, [---] engagements

"RT @rediamondjr: very concise and accurate summary of @dschamis earnings call today.his first of many so much more to come"
X Link 2026-02-12T21:23Z [----] followers, [--] engagements

"@rediamondjr @dschamis Thank you Bob means a lot"
X Link 2026-02-12T21:24Z [----] followers, [--] engagements

"@defi_monk RWA perps. BLP. Higher"
X Link 2026-01-21T22:02Z [----] followers, [---] engagements

"@Artem_Oak @maplefinance Bullish on Maple"
X Link 2026-01-22T16:17Z [----] followers, [---] engagements

"@LilianAliaga_ @YarlGLC @Polymarket Been asking that for some times @PolymarketTrade"
X Link 2026-01-23T19:47Z [----] followers, [--] engagements

"@ThinkingUSD Hyperliquid"
X Link 2026-01-23T19:51Z [----] followers, [----] engagements

"@HyperliquidR https://www.hyperliquidr.xyz/post/hyperliquid-fundamentals-update-10-10-recovery-momentum-and-what-s-next https://www.hyperliquidr.xyz/post/hyperliquid-fundamentals-update-10-10-recovery-momentum-and-what-s-next"
X Link 2026-01-27T01:56Z [----] followers, [---] engagements

"@Sakrexer Think once BLP is live Liminal will be able to take advantage of higher efficiency on their strategies. They'll make some noise again"
X Link 2026-01-27T12:24Z [----] followers, [---] engagements

"RT @GLC_Research: With HIP-3 momentum Hyperliquids share versus Binance is up 20% YTD Hyperliquid is now generating significant crypto-u"
X Link 2026-01-28T01:36Z [----] followers, [--] engagements

"Looking Forward In [----] Hyperliquid faced an exceptional level of adversity on all fronts yet emerged stronger than most would have expected. Throughout this period the team continued to innovate relentlessly building for its users its community and its broader vision of housing all of finance onchain. Core metrics are now gradually recovering. Several catalysts lie ahead including equity perpetuals gaining further traction and expanding the user base beyond crypto-native participants portfolio margin likely increasing market share USDH continuing to gain share and more. Ultimately"
X Link 2026-01-28T23:48Z [----] followers, [---] engagements

"https://www.hyperliquidr.xyz/post/hyperliquid-fundamentals-update-10-10-recovery-momentum-and-what-s-next https://www.hyperliquidr.xyz/post/hyperliquid-fundamentals-update-10-10-recovery-momentum-and-what-s-next"
X Link 2026-01-28T23:48Z [----] followers, [---] engagements

"2. @Cortex_Protocol makes it easier Only one thing to do: Prompt " Buy $HYPE with my $ETH " Cortex does the work for you. That's it you can now farm HyperEVM in a more convenient way"
X Link 2025-04-06T12:29Z [----] followers, [----] engagements

"3. A few words about Cortex @Cortex_Protocol seems fully all-in on the Hyperliquid ecosystem. Theyre reimagining how people interact with DeFiand in this case Hyperliquid specifically. Why HL Because it has the most dedicated and sophisticated on-chain trading community. And it provides what Cortex needs: 🔹Permissionless perps 🔹CEX-level liquidity. Theyre also putting real skin in the game: 🔹HYPE reserve funded directly from their treasury. 🔹All $HYPE fees on Cortex Reinvested straight back into $HYPE. Thats the Hyperliquid ethos in actionand we love to see it. Real PMF here: solving a"
X Link 2025-04-06T12:29Z [----] followers, [---] engagements

"4/ R/TVL ratio based on market conditions To better illustrate this we examine the Annualized Revenue/TVL ratio calculated by annualizing each month's revenue figures. Since January [----] the median R/TVL ratio has been approximately 0.80% fluctuating within a range of 0.5% to 1.4% depending on market dynamics: 🔸In January the R/TVL ratio reached 1.03% driven by higher borrowing costs and rising collateral asset prices. 🔸 By the end of Q1 the ratio declined to 0.5% reflecting weaker market conditions characterized by falling asset prices and decrease in borrowing costs. USDC yields currently"
X Link 2025-04-24T13:01Z [----] followers, [---] engagements

"5/ SyrupUSDC Relative Performance SyrupUSDC led the pack in Q1 with a 2.5% return (ex-Drips) outperforming sUSDe and Fluid USDC at 1.9%. Annualized Return: 🔸SyrupUSDC hit 10.6% 🔸sUSDe and Fluid USDC 8% 🔸56% for Aave/Compound. Returns were normalized using consistent compounding methods across protocols. https://twitter.com/i/web/status/1915390769340572155 https://twitter.com/i/web/status/1915390769340572155"
X Link 2025-04-24T13:02Z [----] followers, [---] engagements

"With @paradigm staking $581M worth of $HYPE the ready-for-sale supply just dropped sharply pushing the SWPE ratio (P/E ratio based on ready-for-sale supply) to an all time low of [---]. Historically this level has always been a buy zone for $HYPE and with @HypeStrat likely launching by the end of the month and roughly $300M yet to be deployed its likely that the ready-for-sale supply will continue to shrink. What matters most though is the perceived commitment from Paradigm to stake $HYPE at current prices. Weve felt for a while that the launch of Hyperliquid Strategies has been underpriced"
X Link 2025-11-12T15:54Z [----] followers, [----] engagements

"Mag7 equity perps are now live on Hyperliquid with @tradexyz. Heres some quick math to show how big the TAM really is: The best comparable for equity perps is 0DTE options in my opinion. In August Mag7 0DTE daily volume (per Bloomberg) was about $630B. If Hyperliquid captures just 1% of that market: $6.3B in daily volume. After only a few weeks equity perps are already doing $300M a day that's a 20x from here. Still early but the opportunity is definitely here. Hyperliquid. AAPL is now live. 10x leverage 24/7 [---]. Trade AAPL: https://t.co/3T1xMFnToV https://t.co/HTbbknlY6l AAPL is now live."
X Link 2025-11-21T16:51Z [----] followers, 14.1K engagements

"Over that same period starting December 1st Hyperliquid has also been gaining market share back from CEXs and Binance in terms of OI. Combined with improving market conditions and the Lighter TGE these factors help explain why OI is up 45% over this timeframe. The yellow line represents OI relative to Binance and the green line represents OI relative to major CEXs"
X Link 2026-01-06T18:26Z [----] followers, 15.9K engagements

"HIP-3 volume reached a daily ATH of $630M today @HyperliquidR HIP-3 7-day average volume is up around 60% YTD. Over the last [--] hours HIP-3 contributed 7.4% of Hyperliquids total volume"
X Link 2026-01-14T00:26Z [----] followers, [----] engagements

"TLDR of the article: $HYPE faced an exceptional level of adversity in [----] and held up remarkably well. Since 10/10 Hyperliquid is once again gaining market share from CEXs. HIP-3 continues to grow steadily and RWAs are coming onchain. The trend is clear: Hyperliquids TAM should expand as more asset classes come onchain. Portfolio margin is still not priced in and could quickly unlock higher trading volumes while materially improving Hyperliquids competitiveness versus CEXs. USDH supply is also growing steadily and represents a direct bet on HIP-3 markets. As these markets expand USDH supply"
X Link 2026-01-20T12:53Z [----] followers, 14.9K engagements

"Here is Bobby. HSI (Hyperliquid Strategies) has purchased a total of [-------] HYPE since early December currently valued at approximately $67.6M. Based on my estimates roughly half of this amount (1.5M HYPE) was bought OTC directly from Hyperliquid team wallets. These numbers are estimates based on on-chain data and are not officially confirmed. Source: @mlmabc https://t.co/OyxX84L4Vz https://t.co/OyxX84L4Vz"
X Link 2026-01-22T10:29Z [----] followers, [----] engagements

"RT @Artem_Oak: We started working with @maplefinance back in spring thanks to the kind introduction by @GLC_Research It's been a pleasure"
X Link 2026-01-22T16:17Z [----] followers, [--] engagements

"I was [--] days late on my prediction of HIP-3 daily volume reaching $1B. HIP-3 7-day average volume is up 185% YTD. $10B daily volume by EOY Hyperliquid. $500M Trading Volume today: 5X last 7days. $1B daily volume before EOY Hyperliquid. $500M Trading Volume today: 5X last 7days. $1B daily volume before EOY Hyperliquid"
X Link 2026-01-23T11:47Z [----] followers, [----] engagements

"If you want to read tens of research around Hyperliquid check our HRC website: https://www.hyperliquidr.xyz/ https://www.hyperliquidr.xyz/"
X Link 2026-01-23T11:47Z [----] followers, [---] engagements

"RT @GLC_Research: TLDR of the article: $HYPE faced an exceptional level of adversity in [----] and held up remarkably well. Since 10/10 Hyp"
X Link 2026-01-26T09:28Z [----] followers, [--] engagements

"Hyperliquid. Hyperliquid has quietly achieved an important milestone of becoming the most liquid venue for crypto price discovery in the world. See below for side by side comparison of BTC perps on Binance (left) and Hyperliquid (right). With HIP-3 teams leading the way Hyperliquid has also https://t.co/aJCFYjMoxV Hyperliquid has quietly achieved an important milestone of becoming the most liquid venue for crypto price discovery in the world. See below for side by side comparison of BTC perps on Binance (left) and Hyperliquid (right). With HIP-3 teams leading the way Hyperliquid has also"
X Link 2026-01-26T21:06Z [----] followers, [----] engagements

"@WClementeIII If you wanna learn more about $HYPE its valuation its ecosystem etc. You should check out the website weve been building with @FourPillarsFP: the Hyperliquid Research Collective https://www.hyperliquidr.xyz/ https://www.hyperliquidr.xyz/"
X Link 2026-01-26T21:15Z [----] followers, [----] engagements

"RT @GLC_Research: @WClementeIII If you wanna learn more about $HYPE its valuation its ecosystem etc. You should check out the website"
X Link 2026-01-26T21:39Z [----] followers, [--] engagements

"https://www.hyperliquidr.xyz/ https://www.hyperliquidr.xyz/"
X Link 2026-01-27T01:19Z [----] followers, [---] engagements

"Silver from XYZ recorded $1.1B in volume over last 24h making it the third-largest pair on Hyperliquid just behind $ETH and $BTC. As time goes on $HYPE dependence on crypto seasonality will continue to decrease. It's not priced in. The Everything Exchange. Nearly [--] in every 5$ traded on Hyperliquid now flows through HIP-3: - 7-day average share reaching 19% - 160% growth YTD - HIP-3 Volume (7d) is up 330% YTD HIP-3 isnt priced in and neither is BLP. Hyperliquid. https://t.co/Gkvv7aSToC Nearly [--] in every 5$ traded on Hyperliquid now flows through HIP-3: - 7-day average share reaching 19% -"
X Link 2026-01-27T09:15Z [----] followers, [----] engagements

"Good and unbiased analysis guys. One thing Id add is that metals volatility and interest are currently very high which is why they represent such a large share of HIP-3 volume right now. That said if and when interest in metals cools down other shiny RWA assets will naturally take over. What XYZ has done particularly well so far is listing assets ahead of earnings or around major announcements which is when trader interest is the highest. Hyperliquids moat is very strong and I doubt well see a competitor meaningfully take market share from HL anytime soon. They are the leaders until proven"
X Link 2026-01-27T13:16Z [----] followers, [---] engagements

"RT @GLC_Research: Silver from XYZ recorded $1.1B in volume over last 24h making it the third-largest pair on Hyperliquid just behind $ETH"
X Link 2026-01-27T13:24Z [----] followers, [--] engagements

"Fair points. Id add that personally I think people trading RWA perps are more interested in leverage rather than simply holding a long spot position. I see equity perps more as an alternative to 0DTE options. If TSLA were to experience strong momentum or volatility I'm convinced we could see volumes similar to what Silver is currently doing even with spot and alternatives markets being available. Sending you guys a DM ;)) https://twitter.com/i/web/status/2016172694077616206 https://twitter.com/i/web/status/2016172694077616206"
X Link 2026-01-27T15:33Z [----] followers, [--] engagements

"RT @HyperliquidR: What actually broke $HYPE & what changes from here Written by @ericonomic If you want to learn more about $HYPE recent"
X Link 2026-01-27T16:27Z [----] followers, [--] engagements

"Very exciting to say the least wishing Felix all the best Housing All of Finance Hyperliquid. Designing Felix Spot Equities Written by @felixprotocol Felix recently announced that theyll be launching onchain spot equities through a partnership with @OndoFinance. In the article below the team explains how it will effectively work. "Felix spot equities will give https://t.co/nP9sScEySO Designing Felix Spot Equities Written by @felixprotocol Felix recently announced that theyll be launching onchain spot equities through a partnership with @OndoFinance. In the article below the team explains how"
X Link 2026-01-27T16:44Z [----] followers, [----] engagements

"https://www.hyperliquidr.xyz/post/hyperliquid-fundamentals-update-10-10-recovery-momentum-and-what-s-next https://www.hyperliquidr.xyz/post/hyperliquid-fundamentals-update-10-10-recovery-momentum-and-what-s-next"
X Link 2026-01-27T18:44Z [----] followers, [---] engagements

"@xulian_hl @cryptohaha11 I really need some Hyperliquid merch"
X Link 2026-01-27T20:39Z [----] followers, [---] engagements

"https://www.hyperliquidr.xyz/post/arete-capital-hyperliquid-2026-thesis-housing-the-entirety-of-finance https://www.hyperliquidr.xyz/post/arete-capital-hyperliquid-2026-thesis-housing-the-entirety-of-finance"
X Link 2026-01-27T21:19Z [----] followers, [---] engagements

"RT @qwantifyio: HIP-3 Index Markets: @tradexyz vs @markets_xyz (Flow Breakdown) TLDR: XYZ100 (@tradexyz) looks materially more mature: 66"
X Link 2026-01-27T21:25Z [----] followers, [--] engagements

"Building strong conviction around an asset and allocating a large share of your portfolio to just one or two positions isnt easy. It requires real conviction discipline skills and emotional control. Weve seen plenty of people shake when $HYPE was trading around $20. Didnt sell a single token. Kept building the position and started building on top of HL with @HyperliquidR learn more and increase overall exposure. In just three days months of downtrend were erased. There are few better feelings than staying true to your investment thesis and watching the market move in your direction."
X Link 2026-01-28T11:41Z [----] followers, [----] engagements

"If you liked our analysis we would appreciate like and retweet. It shows recognition for our work Also let us know what are your thoughts on $RIO in the comments We are also suggesting no hate response in the comments we already suffered bad behavior from the $RIO community. This analysis is based on publicly available information we're not talking bad of a project for pleasure. We wanted to highlight important information given that most KOL's can't do DD. We're looking forward to constructive comment and we'll be pleased to figure out whit the community what's going on with $RIO. This"
X Link 2024-10-25T10:49Z [----] followers, [----] engagements

"After just a few months since launch HL is already the 3rd DEX by Bitcoin spot volume @unitxyz @HyperliquidX Looking at the last 24h volume Hyperliquid spot volume ranks just behind Uniswap & Aerodrome (after aggregating main pools). In our view HL has key competitive advantages: 🔹Cheaper fees: $25 per BTC traded Vs. $250 on Uniswap for example 🔹Native BTC Vs. Wrapped BTC 🔹Faster execution deeper liquidity and a better UX We'll see how things evolve markets can always shift but as it stands today: It feels like Unit is making HL the go-to place for trading Spot $BTC"
X Link 2025-04-17T14:06Z [----] followers, 33.5K engagements

"4/ Conclusion With this rebranding and the unification of all products under the Maple umbrella the companys vision is now clearly defined and the future looks promising. Maple has identified Bitcoin and stablecoins as two high-potential asset classes for the future of the industry. Therefore the team is focusing on developing and delivering the most competitive BTC and stablecoin yield products on the market. This strategy is designed to attract a growing base of clients and position Maple as the number one on-chain asset manager. Final Thoughts As always it was a pleasure to provide you"
X Link 2025-05-26T12:24Z [----] followers, [---] engagements

"What are xTokens Turning Strategies Into Composable Assets @liminalmoney xTokens are tokenized delta-neutral strategies. Each xToken (such as $xHYPE $xBTC $xETH or $xSOL) represents a share in the pool that holds spot assets (or LSTs in the future) while shorting perpetuals with calibrated leverage. The way it would work is that a pool gets created for each delta-neutral position and the funding payments gradually increase the pools value over time. An oracle tracks this pool value which is how your xTokens compound as time goes on. Right now Liminal handles every address separately: each"
X Link 2025-10-09T19:50Z [----] followers, [----] engagements

"$HOOD vs $HYPE: Q3 Earnings and Valuation Comparison Hyperliquid Q3 Revenue / Earnings: - $289M with 99% used for buybacks - 65% QoQ growth - $1.15B in annualized earnings - 110% growth YTD (quarterly results) Robinhood Q3 Revenue: - $1.27B in revenue - 28.8% QoQ growth - $5B in annualized revenue - 37% growth YTD Robinhood Q3 Earnings: -$556M in earnings -44% QoQ growth -$2.2B in annualized earnings -65% growth YTD Both companies have executed well and delivered strong growth. However @HyperliquidX has been expanding at a faster pace YTD. For Hyperliquid revenue equals earnings and earnings"
X Link 2025-11-08T10:50Z [----] followers, 28.5K engagements

"Silver on Hyperliquid with $230M 24h Vol (@asxn_r) @tradexyz with $204M @felixprotocol with $27M https://twitter.com/i/web/status/2011799454492315808 https://twitter.com/i/web/status/2011799454492315808"
X Link 2026-01-15T13:55Z [----] followers, [---] engagements

"Nearly [--] in every 5$ traded on Hyperliquid now flows through HIP-3: - 7-day average share reaching 19% - 160% growth YTD - HIP-3 Volume (7d) is up 330% YTD HIP-3 isnt priced in and neither is BLP. Hyperliquid. https://twitter.com/i/web/status/2015957831330009156 https://twitter.com/i/web/status/2015957831330009156"
X Link 2026-01-27T01:19Z [----] followers, [----] engagements

"With HIP-3 momentum Hyperliquids share versus Binance is up 20% YTD Hyperliquid is now generating significant crypto-unrelated trading volume. As HIP-3 keeps growing and expands the TAM we can expect this figure to keep increasing over the coming years. Then you understand why Binance is now launching equity perps. But once again Hyperliquid has the first-mover advantage. Hyperliquid. https://t.co/LugDRcMdPq https://t.co/LugDRcMdPq"
X Link 2026-01-27T18:41Z [----] followers, 15.7K engagements

"@Globalflows And some onchain analysis from @mlmabc has shows that $PURR likely bought around $60M worth of $HYPE when the price was (way) lower than right now. The discount is likely even larger now ;))"
X Link 2026-01-29T19:46Z [----] followers, [---] engagements

"@CryptoPicsou HIP-4"
X Link 2026-02-02T11:06Z [----] followers, [---] engagements

"Do you think this could impact Ventuals current product One of the big issues with current pre-IPO markets is the lack of reliable oracles which pushes MMs away and the fact that some actors bring toxic flow to take advantage of thin order books. It makes it hard for both makers and takers to participate. Wouldnt it be easier for pre-IPO markets to be built on HIP-4 rather than HIP-3 That way youd have clear maturities no oracle dependency and by definition less exposure to toxic flow Because I do think theres strong demand to speculate on pre-IPO markets but the current structure makes it"
X Link 2026-02-02T17:20Z [----] followers, [---] engagements

"House of Finance. HyperCore will support outcome trading (HIP-4). Outcomes are fully collateralized contracts that settle within a fixed range. They are a general-purpose primitive that are useful for applications such as prediction markets and bounded options-like instruments. There has been HyperCore will support outcome trading (HIP-4). Outcomes are fully collateralized contracts that settle within a fixed range. They are a general-purpose primitive that are useful for applications such as prediction markets and bounded options-like instruments. There has been"
X Link 2026-02-02T18:28Z [----] followers, [----] engagements

"Based on the latest unlocks this is aging well. Whats ahead: - BLP: 30% potential market share expansion based on the Bybit unified margin case study - HIP-3: RWA perps continuing to gain traction - Unlocks effectively being priced 90% lower than what most tokenomics sites suggest (let's see next unlocks) - CEX DEX rotation maintaining its current pace - HIP-4: options prediction markets and more - Further USDH (@nativemarkets) adoption driving additional $HYPE buybacks - More institutional adoption with @HyperionDeFi and $PURR leading - More HIP-3 deployers - Spot equities (@felixprotocol)"
X Link 2026-02-02T18:55Z [----] followers, [----] engagements

"@michaeljburry Hyperliquid"
X Link 2026-02-02T20:35Z [----] followers, [----] engagements

"While its obviously impossible that Hyperliquid had this level of impact especially since xyz silver market is isolated its still mind-blowing to me that Michael Burry casually mentioned Hyperliquid. Hyperliquid. Short Thoughts February [--] [----] just published. I address in depth Bitcoin/crypto precious metals the AI buildouts accounting shenanigans Molina Healthcare $MOH and GameStops potential M&A strategy including possible targets. $GME CEO Ryan Cohen cancelled his appearance https://t.co/c183xsrXbj Short Thoughts February [--] [----] just published. I address in depth Bitcoin/crypto precious"
X Link 2026-02-02T20:59Z [----] followers, [----] engagements

"@Vivid0xReal Bob David Citrini Cathy Wood now Burry who's next"
X Link 2026-02-02T23:08Z [----] followers, [---] engagements

"@alex_hunter20 Yep exactly. Doesnt change anything Just had to have faith in Bobby ;)) Appreciate you Alex"
X Link 2026-02-03T12:23Z [----] followers, [--] engagements

"@OAK_Res_EN @HyperliquidX Glad we produced a very high-level analysis. Its very hard to value crypto assets but I think we did a good job on this one. Clearly time to update this ;)) Hyperliquid"
X Link 2026-02-03T18:18Z [----] followers, [---] engagements

"SILVER-USDH doing $20M volume last 24h @felixprotocol @nativemarkets @HyperionDeFi Felix made a really good decision listing the Silver pair first on HIP-3. People are actively trading Silver right now and Hyperliquid is one of the best places to do it onchain. Everything about Felixs HIP-3 market feels very Hyperliquid-aligned: "A HyperEVM company partnering with the first $HYPE DAT to launch a USDH-denominated HIP-3 market" Every dollar of value generated through this market flows back to Hyperliquid. Felix [----] - 2026: What comes next Written by @0xBroze from @felixprotocol We're pleased"
X Link 2025-12-29T11:18Z [----] followers, 13.1K engagements

"This has to be one of the best-timed articles from @ericonomic $HYPE is up 50% since then. Highly recommend reading it if you havent already. https://www.hyperliquidr.xyz/post/what-actually-broke-hype-and-what-changes-from-here https://www.hyperliquidr.xyz/post/what-actually-broke-hype-and-what-changes-from-here"
X Link 2026-01-28T22:12Z [----] followers, [----] engagements

"📢 Boros is Live @pendle_fi Boros is Pendles next major product built to tokenize and trade perpetual funding rate the largest untapped source of yield in crypto. Boros introduces active yield trading unlocking a market estimated to be 10x larger than $PENDLE current scope. Perpetual markets like Binance Bybit and Hyperliquid generate $200B+ in daily volume and $150B in open interest with funding rates as a core yield mechanism. Boros enables: Protocols to hedge volatile funding rate exposure Traders to speculate on funding rate direction DeFi users to access a new dimension of yield At its"
X Link 2025-08-06T09:41Z [----] followers, 10.1K engagements

"100% APY with SyrupUSDC YT " 🧵@maplefinance @pendle_fi Pendle is one of the best innovations we've seen in web3 as it opens the door to completely untapped opportunities through yield tokenization. Pendle enables users to split yield-bearing assets like SyrupUSDC into two parts: 🔸PT (Principal Token) fixed yield 🔸YT (Yield Token) floating yield (points + yield) The two assets can be traded independently but the following relationship must always hold: Yield-bearing asset = PT + YT Maple has integrated SyrupUSDC with Pendle for some time. Yield is sourced from interest payments made by"
X Link 2025-05-13T15:30Z [----] followers, 24.9K engagements

"Maple Community Call #8 @maplefinance 🥞 Yesterday we had the pleasure of attending Maples Community Call #8. During the previous call we celebrated the $1 billion TVL milestone and just a few weeks later Maple has already climbed to $1.7 billion. Therefore this call focused on the key drivers behind this impressive growth. For those who couldnt attend it heres a recap of the key highlights 👇🧵"
X Link 2025-05-16T11:53Z [----] followers, 21.5K engagements

"Maple has officially hit the $1M monthly revenue mark @maplefinance A lot of people were asking why the revenue was lagging behind the TVL growth. 🔸It takes time for TVL to materialize into revenue notably because you need to wait about a month before underlying interest payments start to kick in. 🔸In addition market conditions also influence how Maple monetizes its TVL. That being said big congrats to the team. This is a significant milestone All eyes on the $4B AuM target. $2M might come quicker than expected. Check out our latest monthly update below👇 Maple"
X Link 2025-06-04T14:37Z [----] followers, [----] engagements

"55 Sum of the Parts Valuation We have now assigned a valuation range to each part of Hyperliquid and it's time to aggregate everything to determine the intrinsic value we currently assign to $HYPE. Combining all components our modelalong with a degree of subjectivityassigns a price range of $32 to $49 per $HYPE. Additionally we factor in a 20% premium recognizing that Hyperliquid has several catalysts that could further drive its valuation (see article). We also believe that using a 15x multiple for such a high-potential company remains conservative. Assessing downside risk is just as"
X Link 2025-03-19T13:03Z [----] followers, 100.1K engagements

"Quarterly Report "A Historic Q1 For Maple" @maplefinance Following the conclusion of Q1 weve taken a deep dive into the key developments at Maple including the evolution of core metrics relative performance of SyrupUSDC and $SYRUP the launch of new products and recent strategic partnerships. This report also features insights from @MartindRijke Head of Growth who shared his perspective on the strategic shifts that fueled Maples Q1 growth his outlook for Q2 and the companys objectives for [----]. This thread provides a summary of the report which has been produced in collaboration with"
X Link 2025-04-24T13:01Z [----] followers, 45.2K engagements

"Four months later while its satisfying to see $HYPE hitting those targets we cant help but feel just how conservative that initial valuation really was. Time for an update. Hyperliquid. [--] Sum of the Parts Valuation We have now assigned a valuation range to each part of Hyperliquid and it's time to aggregate everything to determine the intrinsic value we currently assign to $HYPE. Combining all components our modelalong with a degree of https://t.co/B6HvqEojd5 [--] Sum of the Parts Valuation We have now assigned a valuation range to each part of Hyperliquid and it's time to aggregate everything"
X Link 2025-07-13T09:39Z [----] followers, [----] 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 1.6% return over the period. For comparison Aaves yield often used as a benchmark returned 0.85% 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"
X Link 2025-07-22T12:59Z [----] followers, 26.5K engagements

"SyrupUSDC Outperforming the Competition In Q2 Maple sustained its remarkable growth with SyrupUSDC its flagship product delivering returns that outpaced most competitors. This report reviews SyrupUSDCs performance compares it to http://x.com/i/article/1954899845220610048 http://x.com/i/article/1954899845220610048"
X Link 2025-08-11T14:17Z [----] followers, 38.7K engagements

"SyrupUSDC integrates with AAVE - The AAVE Effect SyrupUSDC could soon join AAVE. This report explores the potential impact technical challenges and what an AAVE listing could unlock for Maple. Introduction As a partner of Maple weve been closely http://x.com/i/article/1958893420824379392 http://x.com/i/article/1958893420824379392"
X Link 2025-08-22T15:40Z [----] followers, 38.1K engagements

"Check out our latest research on Hyperliquid below. We examine the current $HYPE valuation multiple and whether it makes sense for the token to trade at such a discount compared to equities like $HOOD and $COIN. Our analysis covers the concept of a token risk premium which tends to compress multiples for tokens as well as specific $HYPE characteristics that could justify a higher valuation. In short we believe the current multiple undervalues Hyperliquid especially when considering its growth trajectory and strong stakeholder alignment through buybacks. We attribute the discount largely to"
X Link 2025-09-17T18:27Z [----] followers, 10.3K engagements

"Hyperliquid Strategies ITW - Rethinking Financial Rails @HypeStrat @ForwardGuidance @fejau_inc After the success of our itw recap with @Keisan_Crypto @defi_monk and the Hyperliquid Strategies team were back with a summary of @rediamondjr and @dschamis 'latest discussion with Felix on Forward Guidance. At GLC Forward Guidance is one of the few podcasts we follow regularly both for the quality of its macro insights and the caliber of its guests. We highly recommend subscribing and tuning in. Bob (ex-CEO of Barclays now Founder & CEO of Atlas) and David (Founder & CIO of Atlas) are seasoned"
X Link 2025-09-25T15:26Z [----] followers, [----] engagements

"The preferred venue for trading $XPL one of the most anticipated launches of the year alongside $PUMP is of course Hyperliquid. Who else could it possibly be Hyperliquid shows more Open Interest on $XPL than Binance Bybit and everyone else. When real trading matters traders go to Hyperliquid. The numbers arent even close. Its almost funny. You see all kinds of FUD on the timeline about Hyperliquid supposedly facing competition or losing market share to Aster and other DEXs. But when the time comes for actual trading the market makes the choice clear: its all happening on Hyperliquid. We can't"
X Link 2025-09-25T17:45Z [----] followers, 51.2K engagements

"While Hyperliquid likely needs to reduce leverage for tokens like $POPCAT its also important to zoom out and look at the bigger picture @HyperliquidX It appears someone tried to exploit $HYPE again resulting in about $3M in losses for the trader and roughly $5M for HLP. In reality the system functioned largely as intended: you cant expect HLP to make +$20M on 10/10 without occasionally taking a hit. My first impression similar to the Jelly Jelly attack is that risk management could still use some fine-tuning but its important to remember that these are not normal market behaviors. Who in"
X Link 2025-11-12T18:35Z [----] followers, 13.9K engagements

"@adrianisxx @SigmaSquared_ https://hypurrscan.io/address/0xb317d2bc2d3d2df5fa441b5bae0ab9d8b07283ae#perps https://hypurrscan.io/address/0xb317d2bc2d3d2df5fa441b5bae0ab9d8b07283ae#perps"
X Link 2026-01-08T11:27Z [----] followers, [--] engagements

"Bybit Market Share vs. Binance once Unified Margin launched BLP from Hyperliquid isnt priced in. The L1 premium is zero. HIP-3 is still not priced in. The DEX-to-CEX rotation isnt slowing down. RWA coming on-chain isnt priced in either. Not much is priced in. Combine BLP with better market conditions HIP-3 already gaining lots of traction and well reach new volume and OI ATHs very quickly. As Max just said: "2026 is the year we scratch claw and fight for our L1 premium" Hyperliquid. (Chart from @kidponga) Good chart. Cc @kidponga for the find Hyperliquid https://t.co/eEGGRzlVbX Good chart. Cc"
X Link 2026-01-16T09:07Z [----] followers, [----] engagements

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