#  @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 $10 million.
### Engagements: [-----] [#](/creator/twitter::1793653021991215104/interactions)
### Mentions: [--] [#](/creator/twitter::1793653021991215104/posts_active)
### Followers: [-----] [#](/creator/twitter::1793653021991215104/followers)
### CreatorRank: [-------] [#](/creator/twitter::1793653021991215104/influencer_rank)
### Social Influence
**Social category influence**
[cryptocurrencies](/list/cryptocurrencies) #6828 [exchanges](/list/exchanges) #1398 [finance](/list/finance) 35% [stocks](/list/stocks) 8.33% [technology brands](/list/technology-brands) 3.33% [countries](/list/countries) 0.83% [currencies](/list/currencies) 0.83% [social networks](/list/social-networks) 0.83%
**Social topic influence**
[hyperliquid](/topic/hyperliquid) #82, [$hype](/topic/$hype) #132, [revenue](/topic/revenue) #2750, [maple](/topic/maple) 17.5%, [market](/topic/market) 13.33%, [hype](/topic/hype) #1386, [the most](/topic/the-most) 9.17%, [tvl](/topic/tvl) 9.17%, [strong](/topic/strong) 8.33%, [this is](/topic/this-is) 7.5%
**Top accounts mentioned or mentioned by**
[@maplefinance](/creator/undefined) [@hyperliquidx](/creator/undefined) [@hyperliquidr](/creator/undefined) [@bananagun](/creator/undefined) [@yarlglc](/creator/undefined) [@unitxyz](/creator/undefined) [@rediamondjr](/creator/undefined) [@dschamis](/creator/undefined) [@keisancrypto](/creator/undefined) [@hypestrat](/creator/undefined) [@aave](/creator/undefined) [@pendlefi](/creator/undefined) [@defimonk](/creator/undefined) [@skewgahyper](/creator/undefined) [@oakresen](/creator/undefined) [@ethena](/creator/undefined) [@liminalmoney](/creator/undefined) [@globalflows](/creator/undefined) [@cryptomckenna](/creator/undefined) [@hyperiondefi](/creator/undefined)
**Top assets mentioned**
[Hyperliquid (HYPE)](/topic/$hype) [Syrup (SYRUP)](/topic/$syrup) [ApeSwap (BANANA)](/topic/$banana) [Aave (AAVE)](/topic/$aave) [PumpBTC (Governance token) (PUMP)](/topic/$pump) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Rollbit Coin (RLB)](/topic/$rlb) [Solana (SOL)](/topic/solana) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Purr (PURR)](/topic/$purr) [Aerodrome (AERO)](/topic/$aero)
### 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, 61.9K engagements
"@HyperliquidR @Globalflows HL's RWA volume vs. $HYPE price YTD"
[X Link](https://x.com/GLC_Research/status/2019764712288800959) 2026-02-06T13:26Z [----] followers, [---] engagements
"$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, 19.6K 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/GLC_Research/status/2021626528094998880) 2026-02-11T16:44Z [----] followers, [----] engagements
"Maple Monthly Update:"Maple reached $2 Billion AuM" @maplefinance🥞 The month of May has just come to an end and Maple remains at the center of attention continuing to grow with no signs of slowing down. Weve decided this is the perfect time to release a comprehensive update to recap all the key developments from the past month. Well start by reviewing the evolution of the key metrics since the beginning of May followed by insights into the drivers and developments behind these changes. Lets take a closer look at Maple & $SYRUP performance 🧵👇"
[X Link](https://x.com/GLC_Research/status/1929897634090619054) 2025-06-03T13:47Z [----] followers, 15.6K 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
"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
"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/GLC_Research/status/2018751714736619876) 2026-02-03T18:21Z [----] 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
""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
"@Havochl_ Hyperliquid 🤍"
[X Link](https://x.com/GLC_Research/status/2021644145786597537) 2026-02-11T17:54Z [----] 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
"RT @HyperliquidR: .@Dreamcash hit $3.3B cumulative volume in [--] days"
[X Link](https://x.com/GLC_Research/status/2023335866958070113) 2026-02-16T09:57Z [----] 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, 163.4K 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/anyuser/status/2019160600601842094) 2026-02-04T21:26Z [----] followers, [----] 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/anyuser/status/2020896585962430819) 2026-02-09T16:24Z [----] 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
"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, 45.7K 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
"Were in a moment where the U.S. faces a large challenge to rewrite the rules for the new chapter of DeFi @jchervinsky told Fortune explaining that the Hyperliquid center would seek to help Congress and federal agencies understand the technology underlying decentralized finance and provide expertise to help regulators draft rules to incorporate it into the financial system. @jchervinsky added that current regulatory structures were designed in an analog era and are not able to account for new types of trading like decentralized protocols which allow participants to swap assets on automated"
[X Link](https://x.com/GLC_Research/status/2024117184956416002) 2026-02-18T13:41Z [----] followers, [----] engagements
"It's been [--] months since our $RLB token research 🧵 @rollbitcom Today looks like a great moment to remind everyone about $RLB potential. While the market is bleeding Rollbit has surged +30% today standing out as the only notable performer. Dive into our research for the full picture or heres the TL;DR for the lazy ones 🙃: @rollbitcom is one of the most undervalued assets in the space boasting strong fundamentals and unique features. As a crypto casino since [----] it generates impressive revenues averaging $30M per month and shares 14% with token holders through buybacks and burns over half of"
[X Link](https://x.com/GLC_Research/status/1861408268129644682) 2024-11-26T13:54Z [----] followers, 32.2K engagements
"Maple Valuation Update 🥞 @maplefinance Since the conversion of $MPL tokens to $SYRUP the price action has fallen short of expectations particularly when compared to Maple's growth. This is not uncommon but such events often create panic among some investors along with liquidity and accessibility issues among other challenges. However we see this as a significant opportunity because Maple's organic growth is undeniable. For instance Maple is one of the leading RWA projects in terms of TVL. As an example $ONDO has only around 15% more TVL than Maple yet Ondo's valuation is [--] times that of"
[X Link](https://x.com/GLC_Research/status/1862871572769341580) 2024-11-30T14:49Z [----] followers, 54.6K engagements
"Rollbit Valuation Update 🎲@rollbitcom Rollbit is the most undervalued asset based on P/S valuation multiples. For those who know us weve been closely monitoring @rollbitcom for some time now because its been a true cash machine for years generating an annualized $350M based on revenues from the last [--] days. But thats not all Rollbit uses around 14% of its total revenue to buy back and burn its token $RLB. Below are the percentages of revenue allocated to burns: 🔹10% from Casino revenue 🔹30% from Futures revenue 🔹20% from Sports revenue This strategy has allowed Rollbit to burn over 53%"
[X Link](https://x.com/anyuser/status/1863531370095456751) 2024-12-02T10:31Z [----] followers, 54.2K engagements
"Banana Valuation Update 🍌 @bananagun Recently some have grown impatient over the delay in $BANANA's Web App launch which has impacted the PA. But let's be clear: Web App or not $BANANA remains a no-brainer. Its significantly undervalued based on P/S and P/E ratios (see assumptions below). For those whove been following us you know weve been analyzing $BANANA for some time now as its become a cash machine: $90M annualized revenue based on the last [--] days. Whats even better 40% of that is distributed to holders resulting in 26% APY and the team also burns tokens around 15% burned so far."
[X Link](https://x.com/GLC_Research/status/1863915536410718424) 2024-12-03T11:57Z [----] followers, 88.8K engagements
"Today we can confidently say that the market is divided into two distinct camps: on one side we have the memecoin maximalists and on the other the utility maximalists. Both sides have compelling http://x.com/i/article/1865340857773072384 http://x.com/i/article/1865340857773072384"
[X Link](https://x.com/GLC_Research/status/1866076797340614704) 2024-12-09T11:05Z [----] followers, 153.1K engagements
"Aerodrome Valuation 🧵🛩 @AerodromeFi Over the past month $AERO has started to gain the attention it deserves delivering a +60% performance over the last [--] days. However we believe this momentum for $AERO is far from over. With over $20 bn in trading volume on its DEX and $200 M in annualized revenue (based on the past [--] days) $AERO remains significantly undervalued 🔹 Key Metrics Speak Louder than PA The best way to assess whether an asset is over- or undervalued is by comparing key metrics with peers. What does the comparison show When comparing $AERO's P/S ratio with other DEXs it"
[X Link](https://x.com/GLC_Research/status/1867981799990989050) 2024-12-14T17:15Z [----] followers, 47.4K engagements
"Its December and as we wrap up an incredible year its the perfect moment for the $BANANA community to hear directly from the Banana Gun founders about whats next for the project. While excitement http://x.com/i/article/1868612006208532480 http://x.com/i/article/1868612006208532480"
[X Link](https://x.com/GLC_Research/status/1868732912792703421) 2024-12-16T19:00Z [----] followers, 88.3K engagements
"Maple Finance Update 🥞 @maplefinance As we can see below @worldlibertyfi recently attempted to purchase $MPL which comes as no surprise considering that Maple is one of the top RWA projects based on key metrics if not the best Key Metrics to Remember: 🔸More than $500M TVL = 500% growth YTD 🔸Over $5B in total loan originations 🔸$330 [---] Monthly Revenue = 500% growth YTD That said Maple is currently facing a challenging period regarding PA. The migration from $MPL to $SYRUP has negatively impacted liquidity and accessibility for $SYRUP particularly because it is not yet available on"
[X Link](https://x.com/GLC_Research/status/1869051215486628323) 2024-12-17T16:05Z [----] followers, 20.2K engagements
"For those who havent read our interview with $BANANA heres everything you need to know about the web app 🍌🔫 @bananagun The BG web app initially announced earlier this year has taken longer than expected due to major technical and organizational challenges. These include the need to: 🔹Rebuild the backend to handle exponential growth; 🔹Integrate new chains like Solana; 🔹Develop the app from scratch while keeping the Telegram bot fully operational. 🔺Team Restructuring: A Necessary Step As @JustAG07 explained in the AMA the team had to make tough but necessary decisions to ensure long-term"
[X Link](https://x.com/GLC_Research/status/1869740385095864347) 2024-12-19T13:43Z [----] followers, [----] engagements
"2024 was an amazing year for $AERO BUT [----] is the year $AERO gets repriced Wheels down on [----]. It was a good year. https://t.co/JT722sKWSH Wheels down on [----]. It was a good year. https://t.co/JT722sKWSH"
[X Link](https://x.com/GLC_Research/status/1874118259957448780) 2024-12-31T15:39Z [----] followers, [----] engagements
"While [----] was an amazing year for $BANANA [----] will be the year $BANANA gets repriced 🍌🔫 @bananagun As we move into [----] its time to reflect on $BANANA incredible journey and share why we believe [----] will be a defining moment. Lets recap the catalysts that position $BANANA for substantial growth: Key Catalysts for 2025: 🔹 New Chain Integrations: Sonic Berachain & Monad are set to broaden $BANANA reach and create new opportunities for adoption. 🔹Launch of the Web App: A massive leap forward in UI/UX this upgrade will not only enhance user satisfaction but should also expand market share"
[X Link](https://x.com/GLC_Research/status/1874490404264923266) 2025-01-01T16:18Z [----] followers, 42K engagements
"While most alts are tanking 20% $BANANA stands out with a solid +10% weekly candle 🍌🔫 @bananagun This is what real utility looks like. Unlike other alts that rely on hype holding $BANANA offers tangible benefits: 26% current APY as BG shares 40% of its revenue with holders. That translates to a P/E ratio of just 4unbelievably low for both the crypto space and TradFi. Why panic sell $BANANA when it pays you to hold This is the difference between real companies with PMF and growth catalysts versus projects that promise to "revolutionize the world." Looking ahead heres whats in store for"
[X Link](https://x.com/GLC_Research/status/1877312356394610799) 2025-01-09T11:11Z [----] followers, 36.7K engagements
"Naturally $BANANA APY is close to 50%. Fees are climbing as they profit from selling shovels while everyone else is looking for gold. The upcoming Web App release is poised to make BG even more appealing. Historically APY at these levels has been followed by repricing. NFA Peace 🫰 Banana fees are surging over the past [--] hours. on $SOL and $ETH 🍌🔫 @bananagun Its clear that one of the biggest winners from $TRUMP launching a meme is $BANANA. Like it or not $TRUMP move is bringing significant attention to memes and its highly likely that many https://t.co/kZHKXINsMy Banana fees are surging"
[X Link](https://x.com/GLC_Research/status/1881301364887703562) 2025-01-20T11:22Z [----] followers, 45.5K engagements
"$AAVE might shake the banking sector @aave 👻 As you already know $AAVE is one of our highest conviction for this bull run and the years ahead. Four months ago we conducted a comprehensive analysis of the project and a lot has happened since then. It is now time to provide you with an update. In this thread you'll find the evolution of key metrics over the past four months the progress of the transition toward the fee switch model & the key catalysts for [----]. 🧵👇"
[X Link](https://x.com/GLC_Research/status/1882449468596896188) 2025-01-23T15:25Z [----] followers, 50.9K engagements
"57% APY for $BANANA at the moment. Whoever is selling with that APY we'll find you. $BANANA is having an incredible run lately and fees are literally exploding on $SOL. Can't wait for that web app and see those fees further exploding. With $ETH maybe finally waking up $BANANA is the ticker. Sell shovels when everyone is looking for gold. Naturally $BANANA APY is close to 50%. Fees are climbing as they profit from selling shovels while everyone else is looking for gold. The upcoming Web App release is poised to make BG even more appealing. Historically APY at these levels has been followed by"
[X Link](https://x.com/GLC_Research/status/1882713409873138010) 2025-01-24T08:53Z [----] followers, 35.5K engagements
"A few words about Banana 🍌🔫 @bananagun Frustration is probably the first word that comes to mind and rightfully so. We have a protocol that has maintained a median monthly revenue of $5M since January [----] reaching over $7M in January [----]. Annualizing last months revenue thats nearly $90M per year. Meanwhile $BANANAs market cap is currently under $80M That puts its P/S ratio (Market Cap / Revenue) below [--] which is absurd. To put things into perspective a typical P/S ratio for trading tools like DEXs ranges between [--] and [--] during usual market conditions. And lets not forget: $BANANA"
[X Link](https://x.com/GLC_Research/status/1887799758611165566) 2025-02-07T09:45Z [----] followers, 50.9K engagements
"Maple Finance Relative Valuation 🥞 @maplefinance @syrupfi Tell me this market is dominated by mindshare without telling me this market is dominated by mindshare. They say a picture is worth a thousand wordsand in this case theres no need to explain why $SYRUP is undervalued. The data speaks for itself: $SYRUP is due for a revaluation. For DeFi and RWA projects TVL is widely considered one of the best indicators of PMF and protocol growth. Looking at the numbers its undeniable that Maple is outperforming its peers. In fact Maples TVL is nearly on par with $ONDO which is regarded as the "King"
[X Link](https://x.com/GLC_Research/status/1891842410071851114) 2025-02-18T13:29Z [----] followers, 41.1K engagements
"A few words about Rollbit 🎲 @rollbit Rollbit remains a very solid asset to hold. Their casino consistently generates around $35M per month with around 14% of that used for buybacks and burns leading to more than 50% of the total supply being burned. While this is impressive there are still several issues with $RLB particularly in terms of liquidity accessibility and growth potential. - Liquidity is very low making it difficult for large players to invest. Any significant inflows move the price drastically and the same applies on the downside. - Exchange listings are another major issue. The"
[X Link](https://x.com/GLC_Research/status/1892855615904530632) 2025-02-21T08:35Z [----] followers, 48.1K 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
"When we shared our $HYPE valuation model two days ago that was just the tip of the iceberg @HyperliquidX Behind those price projections is the fastest-growing company in crypto one that's still barely scratching the surface of its full potential. Dont miss the short thread below by @OAK_Res_EN It highlights some of the growth catalysts ahead including: 🔹Spot Market 🔹HyperEVM 🔹Incentives with airdrop [---] Link of the full article in the first comment 👇 In just [--] years Hyperliquid has established itself as the leader in decentralized trading capturing over % . Hyperliquid is now rivaling"
[X Link](https://x.com/GLC_Research/status/1903091154398142614) 2025-03-21T14:27Z [----] followers, 14.2K engagements
"A few words about @HyperliquidX HL Vs. CEXs 🧵 First off this sets a bad precedent for both sides. It was never meant to be easy for HL to become the "House of Finance" Let's breakdown what this saga means for $HYPE"
[X Link](https://x.com/anyuser/status/1905241223343858146) 2025-03-27T12:51Z [----] followers, 24.2K engagements
"HyperEVM is still in early days @HyperliquidX @Cortex_Protocol What made HL Perp DEX a success was its UXperfectly tailored for traders. HyperEVM is no different. UX will be a key factor for onboarding and @Cortex_Protocol just made it a lot easier. Still early but were confident UX will keep getting better over time. Credit where its duea small thread 🧵"
[X Link](https://x.com/GLC_Research/status/1908859651212611751) 2025-04-06T12:29Z [----] followers, 15.4K engagements
"Obviously we're biased $HYPE is our largest position and we have strong long-term conviction. That said objectively the current weakness in $HYPE doesn't make much sense: 🔹Volatility isnt leaving anytime soon. Hyperliquid earns regardlesspump or dump. 🔹Fees go straight to holders via BBs. 🔹$400$600M annualized REV P/E of [--] (based on CS). Thats relatively cheap. 🔹Our sum-of-parts valuation includes the L1 which the market is currently pricing at zero. 🔹And much more catalysts. We're in this for the long run. Based on our growth expectations $HYPE feels cheap right now. Sure were biased"
[X Link](https://x.com/GLC_Research/status/1909066193044156755) 2025-04-07T02:10Z [----] followers, 22.9K engagements
"AAVE Buybacks have officially started @aave For months we have been highlighting Aaves fee switch as one of the most significant catalysts. Last week the project officially started to buy back $AAVE tokens which will then be redistributed to $AAVE stakers. Program expectations Under this program $AAVE plans to repurchase $1M worth of $AAVE per week ( $50M annualized) for an initial period of six months. This buyback budget is expected to increase over time driven by the protocols potential revenue growth in [----] fueled by: 🔹The @chainlink SVR partnership enabling Aave to recapture MEV from"
[X Link](https://x.com/GLC_Research/status/1913153081673457670) 2025-04-18T08:50Z [----] followers, 49.2K engagements
""SyrupUSDC: The Most Attractive USD Yield in DeFi " @maplefinance This report aims to evaluate SyrupUSDCs performance benchmark it against peers and review its associated risks. Since inception SyrupUSDC has been outperforming most peers with higher and more consistent yield. From GLCs standpoint this is a great time to conduct a comprehensive review of SyrupUSDCs. Indeed with the launch of a $500000 USDC rewards campaign now may be an optimal time to begin allocating capital. Let's get into it👇🧵"
[X Link](https://x.com/GLC_Research/status/1918280452659466664) 2025-05-02T12:24Z [----] followers, 51K 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/GLC_Research/status/1922313494310830394) 2025-05-13T15:30Z [----] followers, 25K 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
"Proposed Valuation The Case for Repricing $SYRUP @maplefinance Maple has been one of the fastest-growing companies YTD: 🔹TVL increasing from $400M to $1.7B 🔹Revenue rising from $5M annualized to nearly $12M. This is the direct result of a strategic pivot by the team toward larger institutional allocations. "Maple has scaled rapidly while maintaining capital efficiency & is growing without relying on heavy incentives or OPEX" The stated objective for EOY is to reach $4B in TVL. Initially perceived as ambitious this target now appears increasingly achievable with current growth outpacing"
[X Link](https://x.com/GLC_Research/status/1924444197970469335) 2025-05-19T12:37Z [----] followers, 30.1K engagements
"In an era defined by information overload and AI-driven noise Kaito introduces a new market paradigm where attention becomes a measurable monetizable asset. This report outlines the products http://x.com/i/article/1925436074748186624 http://x.com/i/article/1925436074748186624"
[X Link](https://x.com/GLC_Research/status/1925883825650819170) 2025-05-23T11:57Z [----] followers, 78.6K engagements
"Maple Community Call #9 @maplefinance 🥞 Last week we had the pleasure of attending Maples Community Call #9. This call was primarily focused on Maples rebranding and the strategic reasons behind it. But we also got a teaser of the product roadmap designed to reach the $4B AUM target by the end of [----]. For those who couldnt attend it heres a recap of the key highlights👇🧵"
[X Link](https://x.com/GLC_Research/status/1926977816538546495) 2025-05-26T12:24Z [----] followers, 11.4K 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
"Just to let you know this tweet refers to a deal with Maple. This first financing facility through Cantor enables Maple to accelerate its growth and expand its reach as the premier provider of institutional digital asset credit said @syrupsid CEO of @maplefinance. More details below 👇 💥JUST IN: Cantor Fitzgerald officially launches $2 BILLION Bitcoin-backed lending with first loans - Bloomberg 💥JUST IN: Cantor Fitzgerald officially launches $2 BILLION Bitcoin-backed lending with first loans - Bloomberg"
[X Link](https://x.com/anyuser/status/1927370922773655894) 2025-05-27T14:26Z [----] followers, 11.3K engagements
""Look at the FDV it's not cheap anymore." @HyperliquidX The misconception around FDV is real. Using FDV to compute multiples doesnt make much sense. Heres why: Doesnt reflect HLs future growth Ignores future $HYPE buybacks Ignores future $HYPE burns No certainty this supply ever hits the market As @jdorman81 put it: The P/E of every stock is infinite if you use FDV. So if you're modeling future $HYPE emissions you also need to account for future growth. You can't look [--] years ahead on supply and ignore what HL could become. Some growth angles that are overlooked: Fees today mostly = Perps"
[X Link](https://x.com/GLC_Research/status/1930235305723892214) 2025-06-04T12:08Z [----] followers, 14K 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/anyuser/status/1930272775941361760) 2025-06-04T14:37Z [----] followers, [----] engagements
"Lets recap. Wynn publicly supported Hyperliquid from the moment he opened his $1B position. He then got liquidated multiple times lost over $100M and blamed market makers for hunting his positions. After ending up underwater he began asking the community for donations. At some point he reached out to the HL team looking for a marketing deal which was declined. CZ made a public statement over dark pool perps being the future. Shortly after he asked CZ to DM him. A few days later started publicly fudding HL while promoting Binance CZ and the idea that a dark pool perps DEX would be superior."
[X Link](https://x.com/GLC_Research/status/1931622997158195610) 2025-06-08T08:03Z [----] followers, 33K engagements
"Stablecoins are entering a new phase of significant adoption. Regulatory clarity is improving with the GENIUS Act. Over the past twelve months stablecoin trading volume was [--] times higher than http://x.com/i/article/1932875528433803264 http://x.com/i/article/1932875528433803264"
[X Link](https://x.com/GLC_Research/status/1933145236949094557) 2025-06-12T12:51Z [----] followers, 95.8K engagements
"Maple is on track for a new ATH in revenue projecting $1.5M in monthly revenue @maplefinance Thats the third consecutive month of back-to-back ATHs. Indeed it takes time for AuM growth to translate into revenue because: 🔸 It takes at least one month for interest payments to start kicking in. 🔸 Market conditions influence Maple monetization (see graph in first comment). Last month: $1M revenue with $1.9B AuM This month: pacing $1.5M with $2.2B AuM +50% revenue on +15% AuM Thats improved TVL monetization driven by: 🔸 Fees collected as a percentage of interest paid by borrowers. 🔸 Yields"
[X Link](https://x.com/GLC_Research/status/1934595960778166392) 2025-06-16T12:56Z [----] followers, 42.9K engagements
"SyrupUSDC adoption on @solana @maplefinance SyrupUSDC is now the third-largest yield-bearing stablecoin with a market cap of $786 million. Two weeks ago it became cross-chain with its deployment on Solana through @chainlink CCIP and adoption was immediate. Statistics since launch on Solana: 🔸Market Cap: $57M - 7.2% of SyrupUSDCs total Mcap ($786 M) 🔸$37M SyrupUSDC supplied on @KaminoFinance 🔸Holders: [---] - around 16% of total SyrupUSDC holders (2585) 🔸Trading Vol: $83M since launch Whats driving this momentum 👇 (1/2)"
[X Link](https://x.com/GLC_Research/status/1935345730308186140) 2025-06-18T14:35Z [----] followers, 13.1K engagements
"50000 $AAVE Bought Back @aave @AaveChan 👻 Its now been two months since we first highlighted the launch of AAVEs fee switch. Since then the protocol has remained committed to its plan executing $1M in weekly buybacks. As of today AAVE has repurchased [-----] $AAVE at a total cost of $10 million with an average purchase price of $199.74. At the current market price of $264 this treasury reserve is now worth approximately $13 million representing a $3 million unrealized profit. Whats next AAVE is expected to continue its $1M/week buyback program ($50M annualized) over the initial 6-month period."
[X Link](https://x.com/GLC_Research/status/1935671500842901537) 2025-06-19T12:10Z [----] followers, 27.7K engagements
"Maple x Core: BTC Yield Product @maplefinance @Coredao_Org With a 65% dominance Bitcoin continues to prove itself as the leading crypto asset. It is increasingly perceived as a neutral apolitical store of value with adoption growing among individuals institutions and even nation-states. However it remains a largely inactive asset with 99% of $BTC supply sitting idle in custody wallets and only 1% currently engaged in BTCFi. Its time to put this capital to work and many projects are beginning to recognize this opportunity developing products aimed at unlocking value from this $2 trillion"
[X Link](https://x.com/GLC_Research/status/1937125390645854323) 2025-06-23T12:27Z [----] followers, 28.6K engagements
"https://oakresearch.io/en/analyses/fundamentals/maple-bitcoin-yield-presentation-comparison-outlook https://oakresearch.io/en/analyses/fundamentals/maple-bitcoin-yield-presentation-comparison-outlook"
[X Link](https://x.com/GLC_Research/status/1937145897718022163) 2025-06-23T13:49Z [----] followers, [---] engagements
"Its time for a Hyperliquid bull thread @HyperliquidX I have the humility to admit valuation is difficult subjective and even more so in web3 where token premiums are much higher than equity premiums. That being said every financial analyst I know would agree that a company with [--] employees generating almost $1 BILLION a year (which keeps growing) and buying back its own token $HYPE with 97% of its revenue trading at a P/E of [--] is undervalued. But the FDV is $40 billion Using FDV to value $HYPE doesnt make sense to me AT ALL. The first unlocks are for the team starting in November [----] with"
[X Link](https://x.com/GLC_Research/status/1937487051768688946) 2025-06-24T12:24Z [----] followers, 29K engagements
"$SYRUP has been on a run lately heres why: 🔸Maple just hit $2.5B in AuM a 5x increase year-to-date. 🔸Revenue is scaling fast too with two consecutive months exceeding $1M. 🔸The team is targeting $4B AuM by year-end and annualized revenue is projected to surpass $25M. Want to dive deeper Check out our reports below. Maple"
[X Link](https://x.com/GLC_Research/status/1937873155252473872) 2025-06-25T13:58Z [----] followers, 11.1K engagements
"5M $KAITO Bought Back @KaitoAI While $KAITO price is going sideways Kaito continues its buyback program and has now repurchased over [--] million tokens at a total cost of $6.26 million. The team is maintaining a steady pace of $1.5 million in monthly buybacks which translates to an annualized rate of $18 million over 50% of annualized revenue. Quite impressive. Reminder: You can still earn 53% APY on PT-sKAITO via @pendle_fi until July [--]. Our full thesis on Kaito is in the first comment 👇"
[X Link](https://x.com/GLC_Research/status/1939678830102286837) 2025-06-30T13:34Z [----] followers, 17.6K engagements
"Pump.fun's upcoming token launch could be one of the most closely watched events in crypto this year. Since [----] the launchpad has been at the center of the memecoin mania building http://x.com/i/article/1939968337410187265 http://x.com/i/article/1939968337410187265"
[X Link](https://x.com/GLC_Research/status/1940024388461424742) 2025-07-01T12:27Z [----] followers, 74.3K engagements
"On July [--] the first-ever $SOL staking ETF launched by RexShares and Osprey Funds officially went live paving the way for dozens of future ETFs and potentially billions in capital inflows. The http://x.com/i/article/1942296145172090880 http://x.com/i/article/1942296145172090880"
[X Link](https://x.com/GLC_Research/status/1942583603331756477) 2025-07-08T13:56Z [----] followers, 24.6K engagements
"Phantoms new integration with Hyperliquid enables perps trading and could drive millions in new revenue for Hyperliquid. We'll explore the impact on Hyperliquid $HYPE and the broader Solana Perps http://x.com/i/article/1943245334680924160 http://x.com/i/article/1943245334680924160"
[X Link](https://x.com/GLC_Research/status/1943281076635357309) 2025-07-10T12:08Z [----] followers, 40.4K engagements
"Maple reaching $3B TVL @maplefinance 🥞 Maples growth seems unstoppable. Just a month ago the protocol celebrated surpassing $2B in TVL and it is now on the verge of reaching $3B. Since the beginning of the year over $2.5 B in TVL has been added driven primarily by the impressive growth of SyrupUSDC which recently became the third-largest yield-bearing stablecoin with a market cap of $950M. What's next Following the successful integration of SyrupUSDC on Solana additional chains are already in sight. A liquid version of the BTC yield product is also expected to launch in the coming months."
[X Link](https://x.com/GLC_Research/status/1944009356149764138) 2025-07-12T12:22Z [----] followers, [----] engagements
"$2B PTs deployed on AAVE @aave @AaveChan 👻 In May Aave integrated Pendles PTs as collateral starting with assets from @ethena. Since then over $2B worth of PTs have been deployed on the protocol across three assets: 🔹PT sUSDe: $1.47B 🔹PT eUSDe: $385M 🔹PT USDe: $240M Pendle PTs now account for over 4% of Aaves TVL. Given the success of this first wave we expect Aave to onboard additional PTs in the coming months. An ARFC is currently underway to onboard syrupUSDC @maplefinance's yield-bearing stablecoin as a collateral asset on Aave V3. As a result PT syrupUSDC could be next in line"
[X Link](https://x.com/GLC_Research/status/1944749525870006574) 2025-07-14T13:23Z [----] followers, 19.5K engagements
"Maple continues its phenomenal growth. In this activity report we will review Maples progress during Q2 2025: onchain and financial metrics product performance major news and perspectives for the http://x.com/i/article/1945164306279989248 http://x.com/i/article/1945164306279989248"
[X Link](https://x.com/GLC_Research/status/1945468634865774724) 2025-07-16T13:00Z [----] followers, 36.6K engagements
"We've been asked several times recently: "How can we explain $SYRUP's underperformance" It's important to zoom out. $SYRUP significantly outperformed its peers throughout Q1 and Q2. After such a strong run some consolidation around key levels is expected and it feels healthy. Lets also keep the fundamentals in perspective: 🔸TVL now stands at $3.2B 🔸Outstanding loans have reached $1.2B 🔸Revenue is up only YTD on pace to hit $25M annualized That said one possible factor behind the recent price action could be the distribution and conversion of DRIPS into $SYRUP which may have introduced some"
[X Link](https://x.com/GLC_Research/status/1947339567578615863) 2025-07-21T16:55Z [----] followers, 13.9K engagements
"$HYPE looks more mispriced now than it did at $10. Open interest keeps hitting new all-time highs. Fees exceeding $5M this is quickly becoming the norm. Phantom integration is onboarding millions of users and generating significant annualized revenue. $PUMP price discovery happening onchain. Numerous other catalysts are in play supporting continued sustainable growth. SWPE (Supply-Weighted P/E) is at 3.8: a strong buy signal per the @skewga_hyper model. @unitxyz and @liminalmoney are delivering at an impressive pace. This is Hyperliquid"
[X Link](https://x.com/GLC_Research/status/1947971173486035378) 2025-07-23T10:44Z [----] followers, 24K engagements
"Pendle reaches TVL ATH $7B @pendle_fi Pendle just reached a new ATH in TVL at $7B and this growth is expected to continue in the coming months given the number of strong catalysts ahead: 🔹Pendle is one of the best-positioned protocols to capitalize on the growing stablecoin market. 🔹Pendle is launching soon on HyperEVM one of the most active and rapidly growing chains. 🔹Boros (@boros_fi) Pendles upcoming product is expected to go live shortly and could significantly expand the protocols TAM. 🔹 Converge (@convergeonchain) is set to launch soon and Pendle is already among its key partners."
[X Link](https://x.com/GLC_Research/status/1949776114148061620) 2025-07-28T10:17Z [----] followers, 13.4K 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
"Welcome to this Hyperliquid Semiannual Report a comprehensive analysis of the developments and metric evolution of Hyperliquid and HyperEVM over the first six months of [----]. Given the rapid pace http://x.com/i/article/1955557174475739136 http://x.com/i/article/1955557174475739136"
[X Link](https://x.com/GLC_Research/status/1955965690776838431) 2025-08-14T12:12Z [----] followers, 41.4K engagements
"Hyperliquid Strategies Interview - Making HYPE a Wall Street Asset @HypeStrat Yesterday we joined a call hosted by @Keisan_Crypto and @defi_monk with @rediamondjr and @dschamis the founders of Hyperliquid Strategies a firm with a singular objective: maximizing Hype per share. The discussion was so engaging that we felt compelled to share a brief recap with you. If you missed the call now is the time to pause everything and go through this summary to understand why we are bullish on $HYPE why smart people like Keisan and Monk are bullish $HYPE and why Bob & David are also betting on $HYPE. Bob"
[X Link](https://x.com/GLC_Research/status/1958556075038564783) 2025-08-21T15:45Z [----] followers, 40.5K engagements
"Unit reached $1B+ in TVL @unitxyz Unit has just surpassed the symbolic milestone of $1B in TVL. Launched in February the protocol has been rapidly gaining traction on Hyperliquid and now ranks as the second-largest HL protocol by TVL just behind @kinetiq_xyz. But thats not all spot trading volume has surged dramatically. Over the past four days alone Unit assets have generated nearly $1B in daily spot volume pushing Unit and HL spot closer to Tier-1 CEX benchmarks. To illustrate: in the past [--] hours on the $BTC spot pair alone @unitxyz handled (source: @coingecko): 25% of Binances volume"
[X Link](https://x.com/GLC_Research/status/1959607097080848679) 2025-08-24T13:21Z [----] followers, 20.4K engagements
"Following a highly successful launch on Kamino ($50M TVL) and more recently on Drift ($7.5M TVL) $SyrupUSDC is now live on Jupiter Lend as a collateral asset supported by $250k in incentives to boost adoption. These incentives make the borrowing rate highly attractive (2%) creating opportunities for looping strategies with yields of up to 30%. For those interested in this type of strategy this launch could represent a compelling opportunity. This is a strong integration that will further support the growth of Maples yielding dollar on Solana. With 83M SyrupUSDC (9% of total supply) already"
[X Link](https://x.com/GLC_Research/status/1960706502521413959) 2025-08-27T14:10Z [----] followers, 22.8K engagements
"@Nomaticcap Jupiter Lend AAVE Hyperliquid 👀"
[X Link](https://x.com/GLC_Research/status/1960734646825836684) 2025-08-27T16:02Z [----] followers, [---] engagements
"Were just glad that analysis after analysis our predictions keep proving right. If you had read our article below youd have seen this coming. Slowly at first then all at once. You can expect dozens of other frontends to integrate with Hyperliquid. In fact you could probably double/triple/quadruple the revenue projections we made in that piece because time and again Hyperliquid is surpassing our very best-case scenarios. And just to add fuel to the fire: right after this announcement @marczeller just said Well if Rabby adds support I guess we should consider going there too seriously. Higher."
[X Link](https://x.com/GLC_Research/status/1961050102698512859) 2025-08-28T12:55Z [----] followers, 11.4K engagements
"Pendle doubles TVL to $10B+ launches Boros to tap into funding rate yield expands Citadel to HyperEVM and trades at a sub-20 P/E. Execution adoption and upside. A deep dive into one of DeFis http://x.com/i/article/1962493783955644416 http://x.com/i/article/1962493783955644416"
[X Link](https://x.com/GLC_Research/status/1962507747296952772) 2025-09-01T13:28Z [----] followers, 29.3K engagements
"Why $HYPE Remains Mispriced 🧵@HyperliquidX In this thread we outline why we believe $HYPE appears significantly undervalued and why the market is likely to continue repricing it higher. We begin by benchmarking $HYPE against $COIN $HOOD and $NASDAQ. For comparability we use revenue (which in $HYPEs case is effectively equivalent to Free Cash Flow or dividends given that 97% of revenue is allocated to buybacks) and compare it with peers adjusted EBITDA the most widely accepted proxy for operating cash generation. While this framing is actually conservative for $HYPE since peers adjusted"
[X Link](https://x.com/GLC_Research/status/1962880121246810303) 2025-09-02T14:07Z [----] followers, 78K engagements
"Maple is on pace to post its highest quarterly revenue ever projected to exceed $4 million for the first time @maplefinance The team just recorded their strongest monthly revenue yet the third consecutive month above $1.3 million reaching $1.4 million in August. This marks a 220% YTD growth rate. Accelerate"
[X Link](https://x.com/GLC_Research/status/1963201519571841249) 2025-09-03T11:24Z [----] followers, 12.9K engagements
"This research breaks down a DeFi yield strategy using syrupUSDC YT on $PENDLE 🧵 @maplefinance @pendle_fi Backed by institutional credit the trade combines stable base yield with 5x Drips rewards offering 826% ROI over [--] days or up to 170% APY annually. We explore the core assumptions risk factors and sensitivity scenarios shaping the opportunity. Written by @YarlGLC Let's break it down 🧵"
[X Link](https://x.com/GLC_Research/status/1964289683082661961) 2025-09-06T11:28Z [----] followers, 15.3K engagements
"The backlash $PUMP received after launch was intense and most of the early takes were clearly biased rather than objective from a valuation perspective. The main criticism was that the team was extractive and unconcerned with the community or holders. Combined with a rough start due to Bonk and Raydium incentives sentiment turned negative very quickly. But things have shifted fast. Over the last four weeks $PUMP generated around $50 million in revenue and nearly 100% of that has been used for buybacks directly returning value to investors. $PUMP is now up 50% over last [--] days. That"
[X Link](https://x.com/GLC_Research/status/1965715521397047438) 2025-09-10T09:54Z [----] followers, 17.5K engagements
"The Token Risk Premium: Why Hyperliquid trades below equities 🧵 @HyperliquidX In our latest research on Hyperliquid we argued that $HYPE remains significantly undervalued compared to listed companies with similar business models such as Robinhood Coinbase and Nasdaq. To frame the comparison we benchmarked $HYPEs free cash flow (FCF) against the adjusted EBITDA of these public peers. While FCF is the most accurate metric for $HYPE given its 97% distribution (buyback) model we opted to use adjusted EBITDA for equities to introduce a layer of conservatism in the comparison. This matters because"
[X Link](https://x.com/GLC_Research/status/1967997187104596364) 2025-09-16T17:01Z [----] followers, 35.4K engagements
"After Phantom integrating Hyperliquids perps which will bring tens of millions of dollars annualized in earnings and buybacks. After Rabby integrating Hyperliquids perps which will also likely bring tens of millions of dollars annualized in earnings and buybacks. Now Metamask will do the same and it costs Hyperliquid ZERO for these integrations. Dozens of other front-ends will likely follow and eventually well see hundreds of millions in additional buybacks for $HYPE. Just wait for the first centralized exchange to do the same This type of scalability is not priced in. Hyperliquid. The Token"
[X Link](https://x.com/GLC_Research/status/1969046187941474344) 2025-09-19T14:29Z [----] followers, 14.7K engagements
"$ASTER Open Interest last 24h. Trading Volume chart below. Hyperliquid"
[X Link](https://x.com/anyuser/status/1969833978342584322) 2025-09-21T18:39Z [----] followers, 23.2K engagements
"There is no second best Hyperliquid. $ASTER Open Interest last 24h. Trading Volume chart below. Hyperliquid. https://t.co/gIiAoljVyC $ASTER Open Interest last 24h. Trading Volume chart below. Hyperliquid. https://t.co/gIiAoljVyC"
[X Link](https://x.com/anyuser/status/1970555984214138931) 2025-09-23T18:28Z [----] followers, 20.5K engagements
"Pendle is looking more undervalued by the day @pendle_fi The fundamentals of $PENDLE have never been stronger yet the market continues to misprice it. While P/E ratios for indices like the S&P [---] and NASDAQ [---] are pushing above [--] $PENDLE trades at just [--]. This comes at a time when its TVL has grown more than 160% YTD revenues are accelerating and monthly revenue is on track to hit $4M around $50M annualized. Despite this growth the market cap sits near $800M while TVL has climbed above $12B. That translates to a price-to-TVL ratio of just 6.7% one of the lowest in DeFi if not the lowest."
[X Link](https://x.com/GLC_Research/status/1970830603793666265) 2025-09-24T12:40Z [----] followers, 14.7K 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
"Hyperliquid through @unitxyz is also one of the largest markets for $XPL spot trading with over $650 million in volume. Its competing with the biggest CEXs for one of the most anticipated launches of the year and is by far the largest DEX in terms of trading volume. Hyperliquid. 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 https://t.co/y2e3k9blP1 The preferred venue for"
[X Link](https://x.com/GLC_Research/status/1971574644579688476) 2025-09-26T13:56Z [----] followers, 36.1K engagements
"Valuation is very difficult and crypto valuation even more. That being said were quite proud of the work we did back in March projecting a price range for $HYPE between $40 and $60 which is the range it has been in for some time. This type of work assumes a lot of subjectivity and assumptions and not everything happened according to plan. Some things turned out better than expected others worse. The important point is that the model has remained consistent across different scenarios. Obviously luck is also part of the equation. Its time to make another one because things have changed. Somehow"
[X Link](https://x.com/GLC_Research/status/1972940022195122671) 2025-09-30T08:22Z [----] followers, 20.9K engagements
"The only good news: Hyperliquid is making money $40 million for HLP Hyperliquid"
[X Link](https://x.com/anyuser/status/1976770447988740500) 2025-10-10T22:02Z [----] followers, 45.3K engagements
"Last night Binance went down. Lighter was done. Hyperliquid Zero downtime during one of the largest liquidation cascades ever. Hyperliquid made millions in fees and buybacks. HLP made over $40 million. $40 MILLION The best marketing for Hyperliquid is simply having the better product. Events like this give massive credibility and well likely see even more onboarding from here. In addition $HYPE is clearly the strongest asset during this correction. There is no second best. Hyperliquid. The only good news: Hyperliquid is making money $40 million for HLP Hyperliquid. https://t.co/qy0kPFzeJm The"
[X Link](https://x.com/GLC_Research/status/1976941586840772722) 2025-10-11T09:22Z [----] followers, 41.2K engagements
"In the last [--] hours Hyperliquid generated $3.9 million in revenue and buybacks @HyperliquidX Being the annualizers that we are thats roughly $1.4 billion a year for a token with a market cap under $10 billion. Yeah we know FDV bla bla. Weve already shared our thoughts on that link below. Theres plenty of uncertainty about where the markets heading right now but $HYPE trading at a sub-10 P/E ratio given its current growth trajectory still looks cheap. SWPE ratio float-adjusted market cap to protocol earnings just hit ATL at [---]. Could it go lower Sure. But $HYPE still has around $300M of"
[X Link](https://x.com/GLC_Research/status/1979228206428508278) 2025-10-17T16:49Z [----] followers, 13.7K engagements
"In crypto we often get caught up in the short term and forget that real investment horizons usually span several years @HyperliquidX Right now arguing that $HYPE could reach $1000 probably sounds crazy to many. But a few months ago @Keisan_Crypto outlined what it might take for $HYPE to reach that level over a five-year horizon. Of course there are many assumptions and risks involved and no one can predict the future. Still the analysis remains an interesting framework to think about the potential upside. While a lot has changed since he published it its still very much worth a read. Below is"
[X Link](https://x.com/GLC_Research/status/1979952377533755432) 2025-10-19T16:46Z [----] followers, 22.6K engagements
"We believe the @ethena and @unitxyz teams are among the best positioned to make HIP-3 successful short term. One interesting aspect of HyENA is that USDe will be used as collateral for perp trading. Another element that stands out and could help bootstrap liquidity is hUSDe launched in collaboration with @liminalmoney What is hUSDe A synthetic dollar backed by delta-neutral strategies on liquid assets that generate yields on Hyperliquid The long side will be managed through spot positions on Unit while the short exposure runs via HyENA creating a fully on-chain yield-bearing stablecoin The"
[X Link](https://x.com/GLC_Research/status/1982850977439871183) 2025-10-27T16:44Z [----] followers, 20.6K engagements
"For those who still dont understand why improving distribution is a net positive for $HYPE check out the summary of the excellent Space hosted by @defi_monk and @Keisan_Crypto a few months ago. What were seeing with @RobinhoodApp users buying $HYPE is just a glimpse of what @HypeStrat can become. Hyperliquid. Hyperliquid Strategies Interview - Making HYPE a Wall Street Asset @HypeStrat Yesterday we joined a call hosted by @Keisan_Crypto and @defi_monk with @rediamondjr and @dschamis the founders of Hyperliquid Strategies a firm with a singular objective: maximizing Hype per"
[X Link](https://x.com/GLC_Research/status/1983112435427852605) 2025-10-28T10:03Z [----] followers, 45.1K engagements
"is quietly approaching $100M in annual recurring revenue @ether_fi Despite flying under the radar for most growth has been remarkable surpassing $8M in monthly revenue this October: +180% YTD Theyre absolutely crushing it with their credit card business and the feedback across the board has been very positive. Meanwhile valuation multiples are compressing with a P/S ratio of just [--] which looks quite attractive given their momentum. Whats your take on $ETHFI http://Ether.fi http://Ether.fi"
[X Link](https://x.com/GLC_Research/status/1983490222684774563) 2025-10-29T11:04Z [----] followers, 12.7K engagements
"And now $HYPE will most likely get its own ETFs before being listed on Binance and Coinbase. Strangely aligning with Hyperliquid Strategies most likely launching before the end of November. All of a sudden the biggest pain point -- $HYPE distribution -- is getting fixed: a $HOOD listing Hyperliquid Strategies launching to let Wall Street get exposure and an ETF from 21Shares coming. If youre wondering why $HYPE is holding up so well compared to most cryptos look no further. Hyperliquid. For those who still dont understand why improving distribution is a net positive for $HYPE check out the"
[X Link](https://x.com/GLC_Research/status/1983508928722841709) 2025-10-29T12:19Z [----] followers, 51.1K engagements
"Maple just hit $5B in TVL @maplefinance At the start of the year their internal target was $4B by EOY and with Q3 just wrapped up theyve already surpassed it. Now its time to aim for $67B TVL by EOY. The team keeps executing flawlessly and the upcoming syrupUSDC(T) integration with $AAVE should fuel Maples next growth phase. Check our quarterly and financial report below. Higher"
[X Link](https://x.com/GLC_Research/status/1983609000911319166) 2025-10-29T18:56Z [----] followers, [----] engagements
"Maple's Q3 Performance Thread @maplefinance Maples revenue performance in [----] has been exceptional driven primarily by the strong adoption of syrupUSDC and more recently syrupUSDT. In Q3 revenue increased by 41.5% continuing the protocols impressive upward trend. One month later Maple achieved another all-time high generating $2.16 million in revenue for October equivalent to more than $25 million annualized. At the current 24.3% month-over-month growth rate Maple is on track to achieve $30 million in annualized revenue by year-end in line with the teams internal projections. You can find"
[X Link](https://x.com/GLC_Research/status/1983938254203220224) 2025-10-30T16:45Z [----] followers, 19.3K engagements
"If youre wondering why $SYRUP has been holding up so well while the market is nuking just take a quick look at the thread below. Every metric is up and to the right with AUM up 10x and revenue reaching $25M ARR. Theres no equity side to @maplefinance every team member founder and investor holds $SYRUP for exposure to Maple and for governance rights. Just Maple. Maple's Q3 Performance Thread @maplefinance Maples revenue performance in [----] has been exceptional driven primarily by the strong adoption of syrupUSDC and more recently syrupUSDT. In Q3 revenue increased by 41.5% continuing the"
[X Link](https://x.com/GLC_Research/status/1985021026518868413) 2025-11-02T16:27Z [----] followers, 13.2K engagements
"A few words about potential $HYPE Airdrop @HyperliquidX I dont think it would make much sense to do an airdrop right now. The "anticipation" of a future airdrop is already enough to drive activity and an immediate drop would likely be short term bearish for the $HYPE price. I believe the foundation fully understands how important it is to maintain a strong token. Hyperliquid has a track record of rewarding organic users through hidden point seasons and similar initiatives. Currently there is no active or announced points season yet Hyperliquid is growing at triple digit rates YTD. Over the"
[X Link](https://x.com/GLC_Research/status/1985345575445782960) 2025-11-03T13:57Z [----] followers, 24.7K engagements
"During times like these you definitely want to own a scarce asset that generates significant revenue. It provides a real floor to its valuation which by the way is growing at triple-digit rates YTD while returning 99% of FCF to holders. Its also the kind of asset that makes money when volatility hits both on the upside and the downside. Having millions in consistent buy pressure removing supply for good while the rest of the market is nuking feels a lot better than holding pure vaporwave. What were seeing in the crypto market right now feels normal. Thats actually the reason we started"
[X Link](https://x.com/GLC_Research/status/1986008610531336350) 2025-11-05T09:52Z [----] followers, 32K engagements
"Its exactly the same story for @maplefinance and $SYRUP No equity side real growth real revenue and a reasonable P/E compared to their growth rate. A genuinely strong product with syrupUSDC that delivers sustainable yield unlike what weve seen lately with some vaults. And of course a based team behind it all. Just look at the numbers: AUM is up 10x YTD and revenue has grown 425% YTD. There arent many crypto assets that truly tick all the boxes for being investable. Make no mistake buying $SYRUP and $HYPE isnt a trade. Its an investment. Youre investing in teams that have built real products"
[X Link](https://x.com/GLC_Research/status/1986021365573361976) 2025-11-05T10:42Z [----] followers, 22K engagements
"$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
"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
"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/anyuser/status/2005599398521184395) 2025-12-29T11:18Z [----] followers, 13.1K engagements
"Its the holiday season. Maple casually originated $700M in loans. Productmarket fit doesnt wait for market seasonality to turn bullish. It just grows steadily. In [----] Maple 10d its AUM. $SYRUP is one of the best-performing tokens of the year (if not the best) and the team is targeting $100M ARR by [----]. Maple is a team you want to bet on. Weve been betting on Maple for over a year now and its been one of our best decisions of [----]. Were confident that betting on Maple again in [----] will be just as right. Happy New Year everyone. Onwards Maple Ringing in the New Year with New Deal Flow."
[X Link](https://x.com/GLC_Research/status/2006475480506183692) 2025-12-31T21:20Z [----] followers, [----] 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/anyuser/status/2008606141874663780) 2026-01-06T18:26Z [----] followers, 16.4K 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
### Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```
Example response:
```json
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```
Example response:
```json
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
```
Schema:
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```
Example response:
```json
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
---
### Creator Time Series
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
+ **network**: _Influencer social network_ **required**
+ **id**: _The unique id or screen name of the creator_ **required**
+ **bucket**: _bucket time series data into hours or days. default is hours._
+ **interval**: _Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored._
+ **start**: _The start time (unix timestamp) to go back to._
+ **end**: _The end time (unix timestamp) to stop at._
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
```
Example response:
```json
{
"config": {
"network": "twitter",
"influencer_id": "twitter::988992203568562176",
"interval": "1w",
"start": 1769990400,
"end": 1770681600,
"bucket": "hour",
"name": "lunarcrush",
"remote_api": "danode1-13",
"generated": [----------]
},
"data": [
{
"time": 1769990400,
"followers": 305326,
"interactions": 717,
"posts_active": 14,
"creator_rank": [------]
}
]
}
```
Schema:
+ **config**: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
+ **network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **interval**: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
+ **start**: Start/from unix timestamp (in seconds)
+ **end**: End/to unix timestamp (in seconds)
+ **bucket**: Data is generally bucketed into hours or days
+ **name**: The full name of the asset
+ **generated**: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
+ **time**: A unix timestamp (in seconds)
+ **followers**: The number of publicly displayed followers the creator has
+ **interactions**: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
+ **posts_active**: number of unique social posts with interactions
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
---
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@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: [-----] #
Mentions: [--] #
Followers: [-----] #
CreatorRank: [-------] #
Social Influence
Social category influence cryptocurrencies #6828 exchanges #1398 finance 35% stocks 8.33% technology brands 3.33% countries 0.83% currencies 0.83% social networks 0.83%
Social topic influence hyperliquid #82, $hype #132, revenue #2750, maple 17.5%, market 13.33%, hype #1386, the most 9.17%, tvl 9.17%, strong 8.33%, this is 7.5%
Top accounts mentioned or mentioned by @maplefinance @hyperliquidx @hyperliquidr @bananagun @yarlglc @unitxyz @rediamondjr @dschamis @keisancrypto @hypestrat @aave @pendlefi @defimonk @skewgahyper @oakresen @ethena @liminalmoney @globalflows @cryptomckenna @hyperiondefi
Top assets mentioned Hyperliquid (HYPE) Syrup (SYRUP) ApeSwap (BANANA) Aave (AAVE) PumpBTC (Governance token) (PUMP) Robinhood Markets, Inc. (HOOD) Rollbit Coin (RLB) Solana (SOL) Coinbase Global Inc. (COIN) Purr (PURR) Aerodrome (AERO)
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, 61.9K engagements
"@HyperliquidR @Globalflows HL's RWA volume vs. $HYPE price YTD"
X Link 2026-02-06T13:26Z [----] followers, [---] engagements
"$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, 19.6K 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
"Maple Monthly Update:"Maple reached $2 Billion AuM" @maplefinance🥞 The month of May has just come to an end and Maple remains at the center of attention continuing to grow with no signs of slowing down. Weve decided this is the perfect time to release a comprehensive update to recap all the key developments from the past month. Well start by reviewing the evolution of the key metrics since the beginning of May followed by insights into the drivers and developments behind these changes. Lets take a closer look at Maple & $SYRUP performance 🧵👇"
X Link 2025-06-03T13:47Z [----] followers, 15.6K 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
"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
"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
"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
""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
"@Havochl_ Hyperliquid 🤍"
X Link 2026-02-11T17:54Z [----] followers, [---] engagements
"@rediamondjr @dschamis Thank you Bob means a lot"
X Link 2026-02-12T21:24Z [----] followers, [--] engagements
"RT @HyperliquidR: .@Dreamcash hit $3.3B cumulative volume in [--] days"
X Link 2026-02-16T09:57Z [----] 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, 163.4K 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
"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
"@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
"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, 45.7K engagements
"mNAV Dashboard https://www.hypestrat.xyz/dashboard https://www.hypestrat.xyz/dashboard"
X Link 2026-02-12T12:05Z [----] followers, [---] engagements
"Were in a moment where the U.S. faces a large challenge to rewrite the rules for the new chapter of DeFi @jchervinsky told Fortune explaining that the Hyperliquid center would seek to help Congress and federal agencies understand the technology underlying decentralized finance and provide expertise to help regulators draft rules to incorporate it into the financial system. @jchervinsky added that current regulatory structures were designed in an analog era and are not able to account for new types of trading like decentralized protocols which allow participants to swap assets on automated"
X Link 2026-02-18T13:41Z [----] followers, [----] engagements
"It's been [--] months since our $RLB token research 🧵 @rollbitcom Today looks like a great moment to remind everyone about $RLB potential. While the market is bleeding Rollbit has surged +30% today standing out as the only notable performer. Dive into our research for the full picture or heres the TL;DR for the lazy ones 🙃: @rollbitcom is one of the most undervalued assets in the space boasting strong fundamentals and unique features. As a crypto casino since [----] it generates impressive revenues averaging $30M per month and shares 14% with token holders through buybacks and burns over half of"
X Link 2024-11-26T13:54Z [----] followers, 32.2K engagements
"Maple Valuation Update 🥞 @maplefinance Since the conversion of $MPL tokens to $SYRUP the price action has fallen short of expectations particularly when compared to Maple's growth. This is not uncommon but such events often create panic among some investors along with liquidity and accessibility issues among other challenges. However we see this as a significant opportunity because Maple's organic growth is undeniable. For instance Maple is one of the leading RWA projects in terms of TVL. As an example $ONDO has only around 15% more TVL than Maple yet Ondo's valuation is [--] times that of"
X Link 2024-11-30T14:49Z [----] followers, 54.6K engagements
"Rollbit Valuation Update 🎲@rollbitcom Rollbit is the most undervalued asset based on P/S valuation multiples. For those who know us weve been closely monitoring @rollbitcom for some time now because its been a true cash machine for years generating an annualized $350M based on revenues from the last [--] days. But thats not all Rollbit uses around 14% of its total revenue to buy back and burn its token $RLB. Below are the percentages of revenue allocated to burns: 🔹10% from Casino revenue 🔹30% from Futures revenue 🔹20% from Sports revenue This strategy has allowed Rollbit to burn over 53%"
X Link 2024-12-02T10:31Z [----] followers, 54.2K engagements
"Banana Valuation Update 🍌 @bananagun Recently some have grown impatient over the delay in $BANANA's Web App launch which has impacted the PA. But let's be clear: Web App or not $BANANA remains a no-brainer. Its significantly undervalued based on P/S and P/E ratios (see assumptions below). For those whove been following us you know weve been analyzing $BANANA for some time now as its become a cash machine: $90M annualized revenue based on the last [--] days. Whats even better 40% of that is distributed to holders resulting in 26% APY and the team also burns tokens around 15% burned so far."
X Link 2024-12-03T11:57Z [----] followers, 88.8K engagements
"Today we can confidently say that the market is divided into two distinct camps: on one side we have the memecoin maximalists and on the other the utility maximalists. Both sides have compelling http://x.com/i/article/1865340857773072384 http://x.com/i/article/1865340857773072384"
X Link 2024-12-09T11:05Z [----] followers, 153.1K engagements
"Aerodrome Valuation 🧵🛩 @AerodromeFi Over the past month $AERO has started to gain the attention it deserves delivering a +60% performance over the last [--] days. However we believe this momentum for $AERO is far from over. With over $20 bn in trading volume on its DEX and $200 M in annualized revenue (based on the past [--] days) $AERO remains significantly undervalued 🔹 Key Metrics Speak Louder than PA The best way to assess whether an asset is over- or undervalued is by comparing key metrics with peers. What does the comparison show When comparing $AERO's P/S ratio with other DEXs it"
X Link 2024-12-14T17:15Z [----] followers, 47.4K engagements
"Its December and as we wrap up an incredible year its the perfect moment for the $BANANA community to hear directly from the Banana Gun founders about whats next for the project. While excitement http://x.com/i/article/1868612006208532480 http://x.com/i/article/1868612006208532480"
X Link 2024-12-16T19:00Z [----] followers, 88.3K engagements
"Maple Finance Update 🥞 @maplefinance As we can see below @worldlibertyfi recently attempted to purchase $MPL which comes as no surprise considering that Maple is one of the top RWA projects based on key metrics if not the best Key Metrics to Remember: 🔸More than $500M TVL = 500% growth YTD 🔸Over $5B in total loan originations 🔸$330 [---] Monthly Revenue = 500% growth YTD That said Maple is currently facing a challenging period regarding PA. The migration from $MPL to $SYRUP has negatively impacted liquidity and accessibility for $SYRUP particularly because it is not yet available on"
X Link 2024-12-17T16:05Z [----] followers, 20.2K engagements
"For those who havent read our interview with $BANANA heres everything you need to know about the web app 🍌🔫 @bananagun The BG web app initially announced earlier this year has taken longer than expected due to major technical and organizational challenges. These include the need to: 🔹Rebuild the backend to handle exponential growth; 🔹Integrate new chains like Solana; 🔹Develop the app from scratch while keeping the Telegram bot fully operational. 🔺Team Restructuring: A Necessary Step As @JustAG07 explained in the AMA the team had to make tough but necessary decisions to ensure long-term"
X Link 2024-12-19T13:43Z [----] followers, [----] engagements
"2024 was an amazing year for $AERO BUT [----] is the year $AERO gets repriced Wheels down on [----]. It was a good year. https://t.co/JT722sKWSH Wheels down on [----]. It was a good year. https://t.co/JT722sKWSH"
X Link 2024-12-31T15:39Z [----] followers, [----] engagements
"While [----] was an amazing year for $BANANA [----] will be the year $BANANA gets repriced 🍌🔫 @bananagun As we move into [----] its time to reflect on $BANANA incredible journey and share why we believe [----] will be a defining moment. Lets recap the catalysts that position $BANANA for substantial growth: Key Catalysts for 2025: 🔹 New Chain Integrations: Sonic Berachain & Monad are set to broaden $BANANA reach and create new opportunities for adoption. 🔹Launch of the Web App: A massive leap forward in UI/UX this upgrade will not only enhance user satisfaction but should also expand market share"
X Link 2025-01-01T16:18Z [----] followers, 42K engagements
"While most alts are tanking 20% $BANANA stands out with a solid +10% weekly candle 🍌🔫 @bananagun This is what real utility looks like. Unlike other alts that rely on hype holding $BANANA offers tangible benefits: 26% current APY as BG shares 40% of its revenue with holders. That translates to a P/E ratio of just 4unbelievably low for both the crypto space and TradFi. Why panic sell $BANANA when it pays you to hold This is the difference between real companies with PMF and growth catalysts versus projects that promise to "revolutionize the world." Looking ahead heres whats in store for"
X Link 2025-01-09T11:11Z [----] followers, 36.7K engagements
"Naturally $BANANA APY is close to 50%. Fees are climbing as they profit from selling shovels while everyone else is looking for gold. The upcoming Web App release is poised to make BG even more appealing. Historically APY at these levels has been followed by repricing. NFA Peace 🫰 Banana fees are surging over the past [--] hours. on $SOL and $ETH 🍌🔫 @bananagun Its clear that one of the biggest winners from $TRUMP launching a meme is $BANANA. Like it or not $TRUMP move is bringing significant attention to memes and its highly likely that many https://t.co/kZHKXINsMy Banana fees are surging"
X Link 2025-01-20T11:22Z [----] followers, 45.5K engagements
"$AAVE might shake the banking sector @aave 👻 As you already know $AAVE is one of our highest conviction for this bull run and the years ahead. Four months ago we conducted a comprehensive analysis of the project and a lot has happened since then. It is now time to provide you with an update. In this thread you'll find the evolution of key metrics over the past four months the progress of the transition toward the fee switch model & the key catalysts for [----]. 🧵👇"
X Link 2025-01-23T15:25Z [----] followers, 50.9K engagements
"57% APY for $BANANA at the moment. Whoever is selling with that APY we'll find you. $BANANA is having an incredible run lately and fees are literally exploding on $SOL. Can't wait for that web app and see those fees further exploding. With $ETH maybe finally waking up $BANANA is the ticker. Sell shovels when everyone is looking for gold. Naturally $BANANA APY is close to 50%. Fees are climbing as they profit from selling shovels while everyone else is looking for gold. The upcoming Web App release is poised to make BG even more appealing. Historically APY at these levels has been followed by"
X Link 2025-01-24T08:53Z [----] followers, 35.5K engagements
"A few words about Banana 🍌🔫 @bananagun Frustration is probably the first word that comes to mind and rightfully so. We have a protocol that has maintained a median monthly revenue of $5M since January [----] reaching over $7M in January [----]. Annualizing last months revenue thats nearly $90M per year. Meanwhile $BANANAs market cap is currently under $80M That puts its P/S ratio (Market Cap / Revenue) below [--] which is absurd. To put things into perspective a typical P/S ratio for trading tools like DEXs ranges between [--] and [--] during usual market conditions. And lets not forget: $BANANA"
X Link 2025-02-07T09:45Z [----] followers, 50.9K engagements
"Maple Finance Relative Valuation 🥞 @maplefinance @syrupfi Tell me this market is dominated by mindshare without telling me this market is dominated by mindshare. They say a picture is worth a thousand wordsand in this case theres no need to explain why $SYRUP is undervalued. The data speaks for itself: $SYRUP is due for a revaluation. For DeFi and RWA projects TVL is widely considered one of the best indicators of PMF and protocol growth. Looking at the numbers its undeniable that Maple is outperforming its peers. In fact Maples TVL is nearly on par with $ONDO which is regarded as the "King"
X Link 2025-02-18T13:29Z [----] followers, 41.1K engagements
"A few words about Rollbit 🎲 @rollbit Rollbit remains a very solid asset to hold. Their casino consistently generates around $35M per month with around 14% of that used for buybacks and burns leading to more than 50% of the total supply being burned. While this is impressive there are still several issues with $RLB particularly in terms of liquidity accessibility and growth potential. - Liquidity is very low making it difficult for large players to invest. Any significant inflows move the price drastically and the same applies on the downside. - Exchange listings are another major issue. The"
X Link 2025-02-21T08:35Z [----] followers, 48.1K 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
"When we shared our $HYPE valuation model two days ago that was just the tip of the iceberg @HyperliquidX Behind those price projections is the fastest-growing company in crypto one that's still barely scratching the surface of its full potential. Dont miss the short thread below by @OAK_Res_EN It highlights some of the growth catalysts ahead including: 🔹Spot Market 🔹HyperEVM 🔹Incentives with airdrop [---] Link of the full article in the first comment 👇 In just [--] years Hyperliquid has established itself as the leader in decentralized trading capturing over % . Hyperliquid is now rivaling"
X Link 2025-03-21T14:27Z [----] followers, 14.2K engagements
"A few words about @HyperliquidX HL Vs. CEXs 🧵 First off this sets a bad precedent for both sides. It was never meant to be easy for HL to become the "House of Finance" Let's breakdown what this saga means for $HYPE"
X Link 2025-03-27T12:51Z [----] followers, 24.2K engagements
"HyperEVM is still in early days @HyperliquidX @Cortex_Protocol What made HL Perp DEX a success was its UXperfectly tailored for traders. HyperEVM is no different. UX will be a key factor for onboarding and @Cortex_Protocol just made it a lot easier. Still early but were confident UX will keep getting better over time. Credit where its duea small thread 🧵"
X Link 2025-04-06T12:29Z [----] followers, 15.4K engagements
"Obviously we're biased $HYPE is our largest position and we have strong long-term conviction. That said objectively the current weakness in $HYPE doesn't make much sense: 🔹Volatility isnt leaving anytime soon. Hyperliquid earns regardlesspump or dump. 🔹Fees go straight to holders via BBs. 🔹$400$600M annualized REV P/E of [--] (based on CS). Thats relatively cheap. 🔹Our sum-of-parts valuation includes the L1 which the market is currently pricing at zero. 🔹And much more catalysts. We're in this for the long run. Based on our growth expectations $HYPE feels cheap right now. Sure were biased"
X Link 2025-04-07T02:10Z [----] followers, 22.9K engagements
"AAVE Buybacks have officially started @aave For months we have been highlighting Aaves fee switch as one of the most significant catalysts. Last week the project officially started to buy back $AAVE tokens which will then be redistributed to $AAVE stakers. Program expectations Under this program $AAVE plans to repurchase $1M worth of $AAVE per week ( $50M annualized) for an initial period of six months. This buyback budget is expected to increase over time driven by the protocols potential revenue growth in [----] fueled by: 🔹The @chainlink SVR partnership enabling Aave to recapture MEV from"
X Link 2025-04-18T08:50Z [----] followers, 49.2K engagements
""SyrupUSDC: The Most Attractive USD Yield in DeFi " @maplefinance This report aims to evaluate SyrupUSDCs performance benchmark it against peers and review its associated risks. Since inception SyrupUSDC has been outperforming most peers with higher and more consistent yield. From GLCs standpoint this is a great time to conduct a comprehensive review of SyrupUSDCs. Indeed with the launch of a $500000 USDC rewards campaign now may be an optimal time to begin allocating capital. Let's get into it👇🧵"
X Link 2025-05-02T12:24Z [----] followers, 51K 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, 25K 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
"Proposed Valuation The Case for Repricing $SYRUP @maplefinance Maple has been one of the fastest-growing companies YTD: 🔹TVL increasing from $400M to $1.7B 🔹Revenue rising from $5M annualized to nearly $12M. This is the direct result of a strategic pivot by the team toward larger institutional allocations. "Maple has scaled rapidly while maintaining capital efficiency & is growing without relying on heavy incentives or OPEX" The stated objective for EOY is to reach $4B in TVL. Initially perceived as ambitious this target now appears increasingly achievable with current growth outpacing"
X Link 2025-05-19T12:37Z [----] followers, 30.1K engagements
"In an era defined by information overload and AI-driven noise Kaito introduces a new market paradigm where attention becomes a measurable monetizable asset. This report outlines the products http://x.com/i/article/1925436074748186624 http://x.com/i/article/1925436074748186624"
X Link 2025-05-23T11:57Z [----] followers, 78.6K engagements
"Maple Community Call #9 @maplefinance 🥞 Last week we had the pleasure of attending Maples Community Call #9. This call was primarily focused on Maples rebranding and the strategic reasons behind it. But we also got a teaser of the product roadmap designed to reach the $4B AUM target by the end of [----]. For those who couldnt attend it heres a recap of the key highlights👇🧵"
X Link 2025-05-26T12:24Z [----] followers, 11.4K 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
"Just to let you know this tweet refers to a deal with Maple. This first financing facility through Cantor enables Maple to accelerate its growth and expand its reach as the premier provider of institutional digital asset credit said @syrupsid CEO of @maplefinance. More details below 👇 💥JUST IN: Cantor Fitzgerald officially launches $2 BILLION Bitcoin-backed lending with first loans - Bloomberg 💥JUST IN: Cantor Fitzgerald officially launches $2 BILLION Bitcoin-backed lending with first loans - Bloomberg"
X Link 2025-05-27T14:26Z [----] followers, 11.3K engagements
""Look at the FDV it's not cheap anymore." @HyperliquidX The misconception around FDV is real. Using FDV to compute multiples doesnt make much sense. Heres why: Doesnt reflect HLs future growth Ignores future $HYPE buybacks Ignores future $HYPE burns No certainty this supply ever hits the market As @jdorman81 put it: The P/E of every stock is infinite if you use FDV. So if you're modeling future $HYPE emissions you also need to account for future growth. You can't look [--] years ahead on supply and ignore what HL could become. Some growth angles that are overlooked: Fees today mostly = Perps"
X Link 2025-06-04T12:08Z [----] followers, 14K 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
"Lets recap. Wynn publicly supported Hyperliquid from the moment he opened his $1B position. He then got liquidated multiple times lost over $100M and blamed market makers for hunting his positions. After ending up underwater he began asking the community for donations. At some point he reached out to the HL team looking for a marketing deal which was declined. CZ made a public statement over dark pool perps being the future. Shortly after he asked CZ to DM him. A few days later started publicly fudding HL while promoting Binance CZ and the idea that a dark pool perps DEX would be superior."
X Link 2025-06-08T08:03Z [----] followers, 33K engagements
"Stablecoins are entering a new phase of significant adoption. Regulatory clarity is improving with the GENIUS Act. Over the past twelve months stablecoin trading volume was [--] times higher than http://x.com/i/article/1932875528433803264 http://x.com/i/article/1932875528433803264"
X Link 2025-06-12T12:51Z [----] followers, 95.8K engagements
"Maple is on track for a new ATH in revenue projecting $1.5M in monthly revenue @maplefinance Thats the third consecutive month of back-to-back ATHs. Indeed it takes time for AuM growth to translate into revenue because: 🔸 It takes at least one month for interest payments to start kicking in. 🔸 Market conditions influence Maple monetization (see graph in first comment). Last month: $1M revenue with $1.9B AuM This month: pacing $1.5M with $2.2B AuM +50% revenue on +15% AuM Thats improved TVL monetization driven by: 🔸 Fees collected as a percentage of interest paid by borrowers. 🔸 Yields"
X Link 2025-06-16T12:56Z [----] followers, 42.9K engagements
"SyrupUSDC adoption on @solana @maplefinance SyrupUSDC is now the third-largest yield-bearing stablecoin with a market cap of $786 million. Two weeks ago it became cross-chain with its deployment on Solana through @chainlink CCIP and adoption was immediate. Statistics since launch on Solana: 🔸Market Cap: $57M - 7.2% of SyrupUSDCs total Mcap ($786 M) 🔸$37M SyrupUSDC supplied on @KaminoFinance 🔸Holders: [---] - around 16% of total SyrupUSDC holders (2585) 🔸Trading Vol: $83M since launch Whats driving this momentum 👇 (1/2)"
X Link 2025-06-18T14:35Z [----] followers, 13.1K engagements
"50000 $AAVE Bought Back @aave @AaveChan 👻 Its now been two months since we first highlighted the launch of AAVEs fee switch. Since then the protocol has remained committed to its plan executing $1M in weekly buybacks. As of today AAVE has repurchased [-----] $AAVE at a total cost of $10 million with an average purchase price of $199.74. At the current market price of $264 this treasury reserve is now worth approximately $13 million representing a $3 million unrealized profit. Whats next AAVE is expected to continue its $1M/week buyback program ($50M annualized) over the initial 6-month period."
X Link 2025-06-19T12:10Z [----] followers, 27.7K engagements
"Maple x Core: BTC Yield Product @maplefinance @Coredao_Org With a 65% dominance Bitcoin continues to prove itself as the leading crypto asset. It is increasingly perceived as a neutral apolitical store of value with adoption growing among individuals institutions and even nation-states. However it remains a largely inactive asset with 99% of $BTC supply sitting idle in custody wallets and only 1% currently engaged in BTCFi. Its time to put this capital to work and many projects are beginning to recognize this opportunity developing products aimed at unlocking value from this $2 trillion"
X Link 2025-06-23T12:27Z [----] followers, 28.6K engagements
"https://oakresearch.io/en/analyses/fundamentals/maple-bitcoin-yield-presentation-comparison-outlook https://oakresearch.io/en/analyses/fundamentals/maple-bitcoin-yield-presentation-comparison-outlook"
X Link 2025-06-23T13:49Z [----] followers, [---] engagements
"Its time for a Hyperliquid bull thread @HyperliquidX I have the humility to admit valuation is difficult subjective and even more so in web3 where token premiums are much higher than equity premiums. That being said every financial analyst I know would agree that a company with [--] employees generating almost $1 BILLION a year (which keeps growing) and buying back its own token $HYPE with 97% of its revenue trading at a P/E of [--] is undervalued. But the FDV is $40 billion Using FDV to value $HYPE doesnt make sense to me AT ALL. The first unlocks are for the team starting in November [----] with"
X Link 2025-06-24T12:24Z [----] followers, 29K engagements
"$SYRUP has been on a run lately heres why: 🔸Maple just hit $2.5B in AuM a 5x increase year-to-date. 🔸Revenue is scaling fast too with two consecutive months exceeding $1M. 🔸The team is targeting $4B AuM by year-end and annualized revenue is projected to surpass $25M. Want to dive deeper Check out our reports below. Maple"
X Link 2025-06-25T13:58Z [----] followers, 11.1K engagements
"5M $KAITO Bought Back @KaitoAI While $KAITO price is going sideways Kaito continues its buyback program and has now repurchased over [--] million tokens at a total cost of $6.26 million. The team is maintaining a steady pace of $1.5 million in monthly buybacks which translates to an annualized rate of $18 million over 50% of annualized revenue. Quite impressive. Reminder: You can still earn 53% APY on PT-sKAITO via @pendle_fi until July [--]. Our full thesis on Kaito is in the first comment 👇"
X Link 2025-06-30T13:34Z [----] followers, 17.6K engagements
"Pump.fun's upcoming token launch could be one of the most closely watched events in crypto this year. Since [----] the launchpad has been at the center of the memecoin mania building http://x.com/i/article/1939968337410187265 http://x.com/i/article/1939968337410187265"
X Link 2025-07-01T12:27Z [----] followers, 74.3K engagements
"On July [--] the first-ever $SOL staking ETF launched by RexShares and Osprey Funds officially went live paving the way for dozens of future ETFs and potentially billions in capital inflows. The http://x.com/i/article/1942296145172090880 http://x.com/i/article/1942296145172090880"
X Link 2025-07-08T13:56Z [----] followers, 24.6K engagements
"Phantoms new integration with Hyperliquid enables perps trading and could drive millions in new revenue for Hyperliquid. We'll explore the impact on Hyperliquid $HYPE and the broader Solana Perps http://x.com/i/article/1943245334680924160 http://x.com/i/article/1943245334680924160"
X Link 2025-07-10T12:08Z [----] followers, 40.4K engagements
"Maple reaching $3B TVL @maplefinance 🥞 Maples growth seems unstoppable. Just a month ago the protocol celebrated surpassing $2B in TVL and it is now on the verge of reaching $3B. Since the beginning of the year over $2.5 B in TVL has been added driven primarily by the impressive growth of SyrupUSDC which recently became the third-largest yield-bearing stablecoin with a market cap of $950M. What's next Following the successful integration of SyrupUSDC on Solana additional chains are already in sight. A liquid version of the BTC yield product is also expected to launch in the coming months."
X Link 2025-07-12T12:22Z [----] followers, [----] engagements
"$2B PTs deployed on AAVE @aave @AaveChan 👻 In May Aave integrated Pendles PTs as collateral starting with assets from @ethena. Since then over $2B worth of PTs have been deployed on the protocol across three assets: 🔹PT sUSDe: $1.47B 🔹PT eUSDe: $385M 🔹PT USDe: $240M Pendle PTs now account for over 4% of Aaves TVL. Given the success of this first wave we expect Aave to onboard additional PTs in the coming months. An ARFC is currently underway to onboard syrupUSDC @maplefinance's yield-bearing stablecoin as a collateral asset on Aave V3. As a result PT syrupUSDC could be next in line"
X Link 2025-07-14T13:23Z [----] followers, 19.5K engagements
"Maple continues its phenomenal growth. In this activity report we will review Maples progress during Q2 2025: onchain and financial metrics product performance major news and perspectives for the http://x.com/i/article/1945164306279989248 http://x.com/i/article/1945164306279989248"
X Link 2025-07-16T13:00Z [----] followers, 36.6K engagements
"We've been asked several times recently: "How can we explain $SYRUP's underperformance" It's important to zoom out. $SYRUP significantly outperformed its peers throughout Q1 and Q2. After such a strong run some consolidation around key levels is expected and it feels healthy. Lets also keep the fundamentals in perspective: 🔸TVL now stands at $3.2B 🔸Outstanding loans have reached $1.2B 🔸Revenue is up only YTD on pace to hit $25M annualized That said one possible factor behind the recent price action could be the distribution and conversion of DRIPS into $SYRUP which may have introduced some"
X Link 2025-07-21T16:55Z [----] followers, 13.9K engagements
"$HYPE looks more mispriced now than it did at $10. Open interest keeps hitting new all-time highs. Fees exceeding $5M this is quickly becoming the norm. Phantom integration is onboarding millions of users and generating significant annualized revenue. $PUMP price discovery happening onchain. Numerous other catalysts are in play supporting continued sustainable growth. SWPE (Supply-Weighted P/E) is at 3.8: a strong buy signal per the @skewga_hyper model. @unitxyz and @liminalmoney are delivering at an impressive pace. This is Hyperliquid"
X Link 2025-07-23T10:44Z [----] followers, 24K engagements
"Pendle reaches TVL ATH $7B @pendle_fi Pendle just reached a new ATH in TVL at $7B and this growth is expected to continue in the coming months given the number of strong catalysts ahead: 🔹Pendle is one of the best-positioned protocols to capitalize on the growing stablecoin market. 🔹Pendle is launching soon on HyperEVM one of the most active and rapidly growing chains. 🔹Boros (@boros_fi) Pendles upcoming product is expected to go live shortly and could significantly expand the protocols TAM. 🔹 Converge (@convergeonchain) is set to launch soon and Pendle is already among its key partners."
X Link 2025-07-28T10:17Z [----] followers, 13.4K 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
"Welcome to this Hyperliquid Semiannual Report a comprehensive analysis of the developments and metric evolution of Hyperliquid and HyperEVM over the first six months of [----]. Given the rapid pace http://x.com/i/article/1955557174475739136 http://x.com/i/article/1955557174475739136"
X Link 2025-08-14T12:12Z [----] followers, 41.4K engagements
"Hyperliquid Strategies Interview - Making HYPE a Wall Street Asset @HypeStrat Yesterday we joined a call hosted by @Keisan_Crypto and @defi_monk with @rediamondjr and @dschamis the founders of Hyperliquid Strategies a firm with a singular objective: maximizing Hype per share. The discussion was so engaging that we felt compelled to share a brief recap with you. If you missed the call now is the time to pause everything and go through this summary to understand why we are bullish on $HYPE why smart people like Keisan and Monk are bullish $HYPE and why Bob & David are also betting on $HYPE. Bob"
X Link 2025-08-21T15:45Z [----] followers, 40.5K engagements
"Unit reached $1B+ in TVL @unitxyz Unit has just surpassed the symbolic milestone of $1B in TVL. Launched in February the protocol has been rapidly gaining traction on Hyperliquid and now ranks as the second-largest HL protocol by TVL just behind @kinetiq_xyz. But thats not all spot trading volume has surged dramatically. Over the past four days alone Unit assets have generated nearly $1B in daily spot volume pushing Unit and HL spot closer to Tier-1 CEX benchmarks. To illustrate: in the past [--] hours on the $BTC spot pair alone @unitxyz handled (source: @coingecko): 25% of Binances volume"
X Link 2025-08-24T13:21Z [----] followers, 20.4K engagements
"Following a highly successful launch on Kamino ($50M TVL) and more recently on Drift ($7.5M TVL) $SyrupUSDC is now live on Jupiter Lend as a collateral asset supported by $250k in incentives to boost adoption. These incentives make the borrowing rate highly attractive (2%) creating opportunities for looping strategies with yields of up to 30%. For those interested in this type of strategy this launch could represent a compelling opportunity. This is a strong integration that will further support the growth of Maples yielding dollar on Solana. With 83M SyrupUSDC (9% of total supply) already"
X Link 2025-08-27T14:10Z [----] followers, 22.8K engagements
"@Nomaticcap Jupiter Lend AAVE Hyperliquid 👀"
X Link 2025-08-27T16:02Z [----] followers, [---] engagements
"Were just glad that analysis after analysis our predictions keep proving right. If you had read our article below youd have seen this coming. Slowly at first then all at once. You can expect dozens of other frontends to integrate with Hyperliquid. In fact you could probably double/triple/quadruple the revenue projections we made in that piece because time and again Hyperliquid is surpassing our very best-case scenarios. And just to add fuel to the fire: right after this announcement @marczeller just said Well if Rabby adds support I guess we should consider going there too seriously. Higher."
X Link 2025-08-28T12:55Z [----] followers, 11.4K engagements
"Pendle doubles TVL to $10B+ launches Boros to tap into funding rate yield expands Citadel to HyperEVM and trades at a sub-20 P/E. Execution adoption and upside. A deep dive into one of DeFis http://x.com/i/article/1962493783955644416 http://x.com/i/article/1962493783955644416"
X Link 2025-09-01T13:28Z [----] followers, 29.3K engagements
"Why $HYPE Remains Mispriced 🧵@HyperliquidX In this thread we outline why we believe $HYPE appears significantly undervalued and why the market is likely to continue repricing it higher. We begin by benchmarking $HYPE against $COIN $HOOD and $NASDAQ. For comparability we use revenue (which in $HYPEs case is effectively equivalent to Free Cash Flow or dividends given that 97% of revenue is allocated to buybacks) and compare it with peers adjusted EBITDA the most widely accepted proxy for operating cash generation. While this framing is actually conservative for $HYPE since peers adjusted"
X Link 2025-09-02T14:07Z [----] followers, 78K engagements
"Maple is on pace to post its highest quarterly revenue ever projected to exceed $4 million for the first time @maplefinance The team just recorded their strongest monthly revenue yet the third consecutive month above $1.3 million reaching $1.4 million in August. This marks a 220% YTD growth rate. Accelerate"
X Link 2025-09-03T11:24Z [----] followers, 12.9K engagements
"This research breaks down a DeFi yield strategy using syrupUSDC YT on $PENDLE 🧵 @maplefinance @pendle_fi Backed by institutional credit the trade combines stable base yield with 5x Drips rewards offering 826% ROI over [--] days or up to 170% APY annually. We explore the core assumptions risk factors and sensitivity scenarios shaping the opportunity. Written by @YarlGLC Let's break it down 🧵"
X Link 2025-09-06T11:28Z [----] followers, 15.3K engagements
"The backlash $PUMP received after launch was intense and most of the early takes were clearly biased rather than objective from a valuation perspective. The main criticism was that the team was extractive and unconcerned with the community or holders. Combined with a rough start due to Bonk and Raydium incentives sentiment turned negative very quickly. But things have shifted fast. Over the last four weeks $PUMP generated around $50 million in revenue and nearly 100% of that has been used for buybacks directly returning value to investors. $PUMP is now up 50% over last [--] days. That"
X Link 2025-09-10T09:54Z [----] followers, 17.5K engagements
"The Token Risk Premium: Why Hyperliquid trades below equities 🧵 @HyperliquidX In our latest research on Hyperliquid we argued that $HYPE remains significantly undervalued compared to listed companies with similar business models such as Robinhood Coinbase and Nasdaq. To frame the comparison we benchmarked $HYPEs free cash flow (FCF) against the adjusted EBITDA of these public peers. While FCF is the most accurate metric for $HYPE given its 97% distribution (buyback) model we opted to use adjusted EBITDA for equities to introduce a layer of conservatism in the comparison. This matters because"
X Link 2025-09-16T17:01Z [----] followers, 35.4K engagements
"After Phantom integrating Hyperliquids perps which will bring tens of millions of dollars annualized in earnings and buybacks. After Rabby integrating Hyperliquids perps which will also likely bring tens of millions of dollars annualized in earnings and buybacks. Now Metamask will do the same and it costs Hyperliquid ZERO for these integrations. Dozens of other front-ends will likely follow and eventually well see hundreds of millions in additional buybacks for $HYPE. Just wait for the first centralized exchange to do the same This type of scalability is not priced in. Hyperliquid. The Token"
X Link 2025-09-19T14:29Z [----] followers, 14.7K engagements
"$ASTER Open Interest last 24h. Trading Volume chart below. Hyperliquid"
X Link 2025-09-21T18:39Z [----] followers, 23.2K engagements
"There is no second best Hyperliquid. $ASTER Open Interest last 24h. Trading Volume chart below. Hyperliquid. https://t.co/gIiAoljVyC $ASTER Open Interest last 24h. Trading Volume chart below. Hyperliquid. https://t.co/gIiAoljVyC"
X Link 2025-09-23T18:28Z [----] followers, 20.5K engagements
"Pendle is looking more undervalued by the day @pendle_fi The fundamentals of $PENDLE have never been stronger yet the market continues to misprice it. While P/E ratios for indices like the S&P [---] and NASDAQ [---] are pushing above [--] $PENDLE trades at just [--]. This comes at a time when its TVL has grown more than 160% YTD revenues are accelerating and monthly revenue is on track to hit $4M around $50M annualized. Despite this growth the market cap sits near $800M while TVL has climbed above $12B. That translates to a price-to-TVL ratio of just 6.7% one of the lowest in DeFi if not the lowest."
X Link 2025-09-24T12:40Z [----] followers, 14.7K 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
"Hyperliquid through @unitxyz is also one of the largest markets for $XPL spot trading with over $650 million in volume. Its competing with the biggest CEXs for one of the most anticipated launches of the year and is by far the largest DEX in terms of trading volume. Hyperliquid. 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 https://t.co/y2e3k9blP1 The preferred venue for"
X Link 2025-09-26T13:56Z [----] followers, 36.1K engagements
"Valuation is very difficult and crypto valuation even more. That being said were quite proud of the work we did back in March projecting a price range for $HYPE between $40 and $60 which is the range it has been in for some time. This type of work assumes a lot of subjectivity and assumptions and not everything happened according to plan. Some things turned out better than expected others worse. The important point is that the model has remained consistent across different scenarios. Obviously luck is also part of the equation. Its time to make another one because things have changed. Somehow"
X Link 2025-09-30T08:22Z [----] followers, 20.9K engagements
"The only good news: Hyperliquid is making money $40 million for HLP Hyperliquid"
X Link 2025-10-10T22:02Z [----] followers, 45.3K engagements
"Last night Binance went down. Lighter was done. Hyperliquid Zero downtime during one of the largest liquidation cascades ever. Hyperliquid made millions in fees and buybacks. HLP made over $40 million. $40 MILLION The best marketing for Hyperliquid is simply having the better product. Events like this give massive credibility and well likely see even more onboarding from here. In addition $HYPE is clearly the strongest asset during this correction. There is no second best. Hyperliquid. The only good news: Hyperliquid is making money $40 million for HLP Hyperliquid. https://t.co/qy0kPFzeJm The"
X Link 2025-10-11T09:22Z [----] followers, 41.2K engagements
"In the last [--] hours Hyperliquid generated $3.9 million in revenue and buybacks @HyperliquidX Being the annualizers that we are thats roughly $1.4 billion a year for a token with a market cap under $10 billion. Yeah we know FDV bla bla. Weve already shared our thoughts on that link below. Theres plenty of uncertainty about where the markets heading right now but $HYPE trading at a sub-10 P/E ratio given its current growth trajectory still looks cheap. SWPE ratio float-adjusted market cap to protocol earnings just hit ATL at [---]. Could it go lower Sure. But $HYPE still has around $300M of"
X Link 2025-10-17T16:49Z [----] followers, 13.7K engagements
"In crypto we often get caught up in the short term and forget that real investment horizons usually span several years @HyperliquidX Right now arguing that $HYPE could reach $1000 probably sounds crazy to many. But a few months ago @Keisan_Crypto outlined what it might take for $HYPE to reach that level over a five-year horizon. Of course there are many assumptions and risks involved and no one can predict the future. Still the analysis remains an interesting framework to think about the potential upside. While a lot has changed since he published it its still very much worth a read. Below is"
X Link 2025-10-19T16:46Z [----] followers, 22.6K engagements
"We believe the @ethena and @unitxyz teams are among the best positioned to make HIP-3 successful short term. One interesting aspect of HyENA is that USDe will be used as collateral for perp trading. Another element that stands out and could help bootstrap liquidity is hUSDe launched in collaboration with @liminalmoney What is hUSDe A synthetic dollar backed by delta-neutral strategies on liquid assets that generate yields on Hyperliquid The long side will be managed through spot positions on Unit while the short exposure runs via HyENA creating a fully on-chain yield-bearing stablecoin The"
X Link 2025-10-27T16:44Z [----] followers, 20.6K engagements
"For those who still dont understand why improving distribution is a net positive for $HYPE check out the summary of the excellent Space hosted by @defi_monk and @Keisan_Crypto a few months ago. What were seeing with @RobinhoodApp users buying $HYPE is just a glimpse of what @HypeStrat can become. Hyperliquid. Hyperliquid Strategies Interview - Making HYPE a Wall Street Asset @HypeStrat Yesterday we joined a call hosted by @Keisan_Crypto and @defi_monk with @rediamondjr and @dschamis the founders of Hyperliquid Strategies a firm with a singular objective: maximizing Hype per"
X Link 2025-10-28T10:03Z [----] followers, 45.1K engagements
"is quietly approaching $100M in annual recurring revenue @ether_fi Despite flying under the radar for most growth has been remarkable surpassing $8M in monthly revenue this October: +180% YTD Theyre absolutely crushing it with their credit card business and the feedback across the board has been very positive. Meanwhile valuation multiples are compressing with a P/S ratio of just [--] which looks quite attractive given their momentum. Whats your take on $ETHFI http://Ether.fi http://Ether.fi"
X Link 2025-10-29T11:04Z [----] followers, 12.7K engagements
"And now $HYPE will most likely get its own ETFs before being listed on Binance and Coinbase. Strangely aligning with Hyperliquid Strategies most likely launching before the end of November. All of a sudden the biggest pain point -- $HYPE distribution -- is getting fixed: a $HOOD listing Hyperliquid Strategies launching to let Wall Street get exposure and an ETF from 21Shares coming. If youre wondering why $HYPE is holding up so well compared to most cryptos look no further. Hyperliquid. For those who still dont understand why improving distribution is a net positive for $HYPE check out the"
X Link 2025-10-29T12:19Z [----] followers, 51.1K engagements
"Maple just hit $5B in TVL @maplefinance At the start of the year their internal target was $4B by EOY and with Q3 just wrapped up theyve already surpassed it. Now its time to aim for $67B TVL by EOY. The team keeps executing flawlessly and the upcoming syrupUSDC(T) integration with $AAVE should fuel Maples next growth phase. Check our quarterly and financial report below. Higher"
X Link 2025-10-29T18:56Z [----] followers, [----] engagements
"Maple's Q3 Performance Thread @maplefinance Maples revenue performance in [----] has been exceptional driven primarily by the strong adoption of syrupUSDC and more recently syrupUSDT. In Q3 revenue increased by 41.5% continuing the protocols impressive upward trend. One month later Maple achieved another all-time high generating $2.16 million in revenue for October equivalent to more than $25 million annualized. At the current 24.3% month-over-month growth rate Maple is on track to achieve $30 million in annualized revenue by year-end in line with the teams internal projections. You can find"
X Link 2025-10-30T16:45Z [----] followers, 19.3K engagements
"If youre wondering why $SYRUP has been holding up so well while the market is nuking just take a quick look at the thread below. Every metric is up and to the right with AUM up 10x and revenue reaching $25M ARR. Theres no equity side to @maplefinance every team member founder and investor holds $SYRUP for exposure to Maple and for governance rights. Just Maple. Maple's Q3 Performance Thread @maplefinance Maples revenue performance in [----] has been exceptional driven primarily by the strong adoption of syrupUSDC and more recently syrupUSDT. In Q3 revenue increased by 41.5% continuing the"
X Link 2025-11-02T16:27Z [----] followers, 13.2K engagements
"A few words about potential $HYPE Airdrop @HyperliquidX I dont think it would make much sense to do an airdrop right now. The "anticipation" of a future airdrop is already enough to drive activity and an immediate drop would likely be short term bearish for the $HYPE price. I believe the foundation fully understands how important it is to maintain a strong token. Hyperliquid has a track record of rewarding organic users through hidden point seasons and similar initiatives. Currently there is no active or announced points season yet Hyperliquid is growing at triple digit rates YTD. Over the"
X Link 2025-11-03T13:57Z [----] followers, 24.7K engagements
"During times like these you definitely want to own a scarce asset that generates significant revenue. It provides a real floor to its valuation which by the way is growing at triple-digit rates YTD while returning 99% of FCF to holders. Its also the kind of asset that makes money when volatility hits both on the upside and the downside. Having millions in consistent buy pressure removing supply for good while the rest of the market is nuking feels a lot better than holding pure vaporwave. What were seeing in the crypto market right now feels normal. Thats actually the reason we started"
X Link 2025-11-05T09:52Z [----] followers, 32K engagements
"Its exactly the same story for @maplefinance and $SYRUP No equity side real growth real revenue and a reasonable P/E compared to their growth rate. A genuinely strong product with syrupUSDC that delivers sustainable yield unlike what weve seen lately with some vaults. And of course a based team behind it all. Just look at the numbers: AUM is up 10x YTD and revenue has grown 425% YTD. There arent many crypto assets that truly tick all the boxes for being investable. Make no mistake buying $SYRUP and $HYPE isnt a trade. Its an investment. Youre investing in teams that have built real products"
X Link 2025-11-05T10:42Z [----] followers, 22K engagements
"$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
"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
"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
"Its the holiday season. Maple casually originated $700M in loans. Productmarket fit doesnt wait for market seasonality to turn bullish. It just grows steadily. In [----] Maple 10d its AUM. $SYRUP is one of the best-performing tokens of the year (if not the best) and the team is targeting $100M ARR by [----]. Maple is a team you want to bet on. Weve been betting on Maple for over a year now and its been one of our best decisions of [----]. Were confident that betting on Maple again in [----] will be just as right. Happy New Year everyone. Onwards Maple Ringing in the New Year with New Deal Flow."
X Link 2025-12-31T21:20Z [----] followers, [----] 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, 16.4K 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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Get the top creators for a social topic
input parameters:
- topic: Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $. required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
Example response:
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
Example response:
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
Schema:
- creator_name: The unique screen name for the influencer
- creator_display_name: The chosen display name for the influencer if available
- creator_id: The [network]::[unique_id] for the influencer
- creator_network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_posts: total number of posts with interactions in the last [--] hours
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
- network: Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok required
- id: Provide the unique ID or screen name of the creator required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
Example response:
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_display_name: The chosen display name for the influencer if available
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
- topic_influence: an array of social topics and the creators ranking on each topic
- topic: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
- top_community: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
Creator Time Series
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
- network: Influencer social network required
- id: The unique id or screen name of the creator required
- bucket: bucket time series data into hours or days. default is hours.
- interval: Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored.
- start: The start time (unix timestamp) to go back to.
- end: The end time (unix timestamp) to stop at.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
Example response:
{
"config": {
"network": "twitter",
"influencer_id": "twitter::988992203568562176",
"interval": "1w",
"start": 1769990400,
"end": 1770681600,
"bucket": "hour",
"name": "lunarcrush",
"remote_api": "danode1-13",
"generated": [----------]
},
"data": [
{
"time": 1769990400,
"followers": 305326,
"interactions": 717,
"posts_active": 14,
"creator_rank": [------]
}
]
}
Schema:
- config: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
- network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
- interval: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
- start: Start/from unix timestamp (in seconds)
- end: End/to unix timestamp (in seconds)
- bucket: Data is generally bucketed into hours or days
- name: The full name of the asset
- generated: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
- time: A unix timestamp (in seconds)
- followers: The number of publicly displayed followers the creator has
- interactions: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
- posts_active: number of unique social posts with interactions
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing