#  @shaundadevens shaunda devens
shaunda devens posts on X about hyperliquid, token, crypto, growth the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
### Engagements: [------] [#](/creator/twitter::1495765028452159492/interactions)
- [--] Week [-------] -21%
- [--] Month [-------] +125%
- [--] Months [---------] -77%
- [--] Year [---------] +631%
### Mentions: [--] [#](/creator/twitter::1495765028452159492/posts_active)
- [--] Week [--] -29%
- [--] Month [--] +38%
- [--] Months [---] +38%
- [--] Year [---] +219%
### Followers: [-------] [#](/creator/twitter::1495765028452159492/followers)
- [--] Week [-----] +11%
- [--] Month [-----] +20%
- [--] Months [-----] +48%
- [--] Year [-----] +134%
### CreatorRank: [-------] [#](/creator/twitter::1495765028452159492/influencer_rank)
### Social Influence
**Social category influence**
[finance](/list/finance) 35.68% [cryptocurrencies](/list/cryptocurrencies) 26.29% [exchanges](/list/exchanges) #789 [technology brands](/list/technology-brands) 6.57% [social networks](/list/social-networks) 4.23% [vc firms](/list/vc-firms) 2.35% [currencies](/list/currencies) 1.88% [travel destinations](/list/travel-destinations) 0.94% [stocks](/list/stocks) 0.94%
**Social topic influence**
[hyperliquid](/topic/hyperliquid) #39, [token](/topic/token) 7.51%, [crypto](/topic/crypto) #1192, [growth](/topic/growth) 7.04%, [usde](/topic/usde) 7.04%, [hype](/topic/hype) 6.1%, [in the](/topic/in-the) 5.16%, [liquidity](/topic/liquidity) 5.16%, [trade](/topic/trade) 5.16%, [rates](/topic/rates) 5.16%
**Top accounts mentioned or mentioned by**
[@rektfoodfarmer](/creator/undefined) [@louiscooper](/creator/undefined) [@defimaestro](/creator/undefined) [@drakeondigital](/creator/undefined) [@matrixthesun](/creator/undefined) [@defidami](/creator/undefined) [@digitscapital](/creator/undefined) [@0xspecter](/creator/undefined) [@nicknick2109](/creator/undefined) [@blockworksres](/creator/undefined) [@hyperliquidx](/creator/undefined) [@metaperp](/creator/undefined) [@alteroder](/creator/undefined) [@pvpdottrade](/creator/undefined) [@pearprotocol](/creator/undefined) [@felixprotocol](/creator/undefined) [@hyperlendx](/creator/undefined) [@maplefinance](/creator/undefined) [@leakmealpha](/creator/undefined) [@celestiaorg](/creator/undefined)
**Top assets mentioned**
[USDC (USDC)](/topic/usdc) [Ethereum (ETH)](/topic/ethereum) [Celestia (TIA)](/topic/celestia) [Solana (SOL)](/topic/$sol) [Hyperliquid (HYPE)](/topic/$hype) [Chainlink (LINK)](/topic/chainlink) [L7DEX (LSD)](/topic/$lsd) [crvUSD (CRVUSD)](/topic/crvusd)
### Top Social Posts
Top posts by engagements in the last [--] hours
"Hyperliquid quietly achieved the deepest top-of-book liquidity in crypto. At 1bps from mid Hyperliquid shows $3.1M of resting BTC depth vs Binance's $2.3M. HIP-3's silver market is similar: $33K vs Binance's $24K at the tightest level. (my quant is building a dashboard). Hyperliquid has quietly achieved an important milestone of becoming the most liquid venue for crypto price discovery in the world. See below for side by side comparison of BTC perps on Binance (left) and Hyperliquid (right). With HIP-3 teams leading the way Hyperliquid has also https://t.co/aJCFYjMoxV Hyperliquid has quietly"
[X Link](https://x.com/shaundadevens/status/2016595875447832702) 2026-01-28T19:34Z [----] followers, 47.1K engagements
"Silver -17%. VXSLV back to COVID-crisis levels. Record COMEX volume. But markets close Friday. Crypto doesnt. Hyperliquid did $2.4B Silver in 24H with sub-1bp top-of-book spreads making it a top-3 market. Will HL lead price discovery for the worlds most traded commodities"
[X Link](https://x.com/shaundadevens/status/2017260125543624822) 2026-01-30T15:34Z [----] followers, [----] engagements
"Even if HIP-4 captured 100% of Polymarket's volume the line item would add just 5% to HL revenue. Believe this highlights that: a) The scale of perp markets (including HIP-3) is massive. b) HL is undervalued at $7B vs Polymarkets $10b recent round"
[X Link](https://x.com/shaundadevens/status/2018337266964259166) 2026-02-02T14:54Z [----] followers, 47.3K engagements
"@0xDataWolf chisel this quote into the walls of the citadel"
[X Link](https://x.com/shaundadevens/status/2021229545920028909) 2026-02-10T14:27Z [----] followers, [--] engagements
"16/ On the orderbook side Hyperliquids HIP-3 reframes the exchange as infrastructure. Instead of listing every market itself Hyperliquid runs an auction-based system where external deployers win the right to list markets plug their oracle and mark parameters into HyperCore and keep 50% of fee revenue. Deployers inherit the same matching engine and risk stack across all markets which has enabled everything from trading cards to pre-IPOs with equity perps emerging as one of the strongest products"
[X Link](https://x.com/shaundadevens/status/1998416934241718298) 2025-12-09T15:38Z [----] followers, [----] engagements
"Impressive weekend price action for SILVER on Hyperliquid The exchange ran continuous silver price discovery while COMEX was closed: 175k trades $257M notional over 48hrs. At Sunday's reopen COMEX uncrossed at $84.4(+69bps vs HL's $83.8) reverting $83.98 within [--] second"
[X Link](https://x.com/shaundadevens/status/2018410276974924004) 2026-02-02T19:44Z [----] followers, 19.4K engagements
"RWA perps are scaling but still nascent relative to TradFi flows. Tokens (ex BTC) have been largely uninvestable which has capped volumes on exchanges. Removing this constraint and allowing RWAs to be traded opens the door to 100x volumes"
[X Link](https://x.com/shaundadevens/status/2020887039571329444) 2026-02-09T15:46Z [----] followers, [----] engagements
"@ringwraith10 I trade on polymarket so I can pay [--] fees (buys a contract worth 1c for 10c)"
[X Link](https://x.com/shaundadevens/status/2022042219314819143) 2026-02-12T20:16Z [----] followers, [---] engagements
"The right framing for prediction markets is they maximize the monetization of retail flow. By packaging complex binary-dated options as simple UP/DOWN bets MMs can extract far more spread per unit of retail turnover than in hyper-efficient perp/spot markets. ZOOMER POLYMARKET EXPANDS CRYPTO PRICE MARKETS ALLOWING USERS TO BET WHETHER COINS WILL TRADE UP OR DOWN IN THE NEXT [--] MINUTES: PRESS RELEASE ZOOMER POLYMARKET EXPANDS CRYPTO PRICE MARKETS ALLOWING USERS TO BET WHETHER COINS WILL TRADE UP OR DOWN IN THE NEXT [--] MINUTES: PRESS RELEASE"
[X Link](https://x.com/shaundadevens/status/2022040774846951823) 2026-02-12T20:11Z [----] followers, 23.6K engagements
"HIP-3 Silver Microstructure: Hyperliquid vs. CME HIP-3 is scaling Hyperliquid beyond crypto with TradFi instruments now 31% of venue volume and daily notional above $5B. Silver is the most important of these flows and last Fridays violent move http://x.com/i/article/2019733351691702272 http://x.com/i/article/2019733351691702272"
[X Link](https://x.com/anyuser/status/2019782009267085656) 2026-02-06T14:35Z [----] followers, 632.6K engagements
"Every chain needs a runner. The megaETH team is aware of this and IMO will emphasize the success of their early ecosystem projects. Looking at some opportunities on their chain and Huntertales at $1M FDV could be worth a punt. Today. 10PM UTC. Today. 10PM UTC"
[X Link](https://x.com/shaundadevens/status/2021171239507660871) 2026-02-10T10:35Z [----] followers, [----] engagements
"@megaeth @playhuntertales ghunter"
[X Link](https://x.com/shaundadevens/status/2022396537389879355) 2026-02-13T19:44Z [----] followers, [---] engagements
"DEFI is a game each project is nothing more than a vehicle to extract more $ETH. Emotionless Whales allocate capital systemically and drain $ETH from bag holders left wondering if Devs can do anything. A GIGA Guide to Playing DEFI : Rules Strategies Concepts - PART 1"
[X Link](https://x.com/anyuser/status/1645341109713883136) 2023-04-10T08:21Z [----] followers, 25.2K engagements
"Debank Challenge Day 5: Swing trades Narrative plays and hidden $LSD gem @LouisCooper_ @rektfoodfarmer @Defi_Maestro @drakeondigital @DigitsCapital Introducing @matrixthesun and @defidami"
[X Link](https://x.com/anyuser/status/1645504278369370143) 2023-04-10T19:09Z [----] followers, 20.5K engagements
"Debank Challenge Day 7: LSD - RWA narrative rotations microcap catalyst plays Hidden incentives and an All in trade. Some real alpha today. @LouisCooper_ @rektfoodfarmer @Defi_Maestro @drakeondigital @DigitsCapital @matrixthesun @defidami"
[X Link](https://x.com/anyuser/status/1646209591670194204) 2023-04-12T17:52Z [----] followers, 55.6K engagements
"Debank Challenge Day [--] Shanghai Diverging investments Microcap scalping and crazy profits @LouisCooper_ @rektfoodfarmer @Defi_Maestro @drakeondigital @DigitsCapital @matrixthesun @defidami"
[X Link](https://x.com/anyuser/status/1646927310535397376) 2023-04-14T17:24Z [----] followers, 63.8K engagements
"Debank Challenge Day 11: Outperforming Ethereum Bulls flip bearish Stable coin farming and New participants @LouisCooper_ @rektfoodfarmer @drakeondigital @Defi_Maestro @matrixthesun @defidami @DigitsCapital @crypto_linn @0x_Specter @Nicknick2109"
[X Link](https://x.com/anyuser/status/1647653448991535107) 2023-04-16T17:29Z [----] followers, 22.1K engagements
"Debank Challenge Day 13: Meme coin season Arbitrum Eco and Consistent winners. @rektfoodfarmer @LouisCooper_ @drakeondigital @Defi_Maestro @matrixthesun @defidami @0x_Specter @Nicknick2109"
[X Link](https://x.com/anyuser/status/1648423618714697729) 2023-04-18T20:29Z [----] followers, 12.2K engagements
"Holding an Asset is equivalent to purchasing that asset at the current price. Don't fall victim to the classic sunk cost fallacy - as a Holder always ask yourself : If I wasn't holding this coin currently would I still buy it If the answer is no - reallocate"
[X Link](https://x.com/anyuser/status/1648657742851129345) 2023-04-19T12:00Z [----] followers, [----] engagements
"Debank Day [--] : Choppy Markets Sharp Drawbacks and an impactful GCR tweet. @rektfoodfarmer @LouisCooper_ @drakeondigital @Defi_Maestro @matrixthesun @0x_Specter @Nicknick2109 @defidami"
[X Link](https://x.com/shaundadevens/status/1649119275737546761) 2023-04-20T18:34Z [----] followers, 16.7K engagements
"Looks like somebody is having a good day 😂 @rektfoodfarmer (Full portfolio updates tommorrow)"
[X Link](https://x.com/shaundadevens/status/1649817185785720834) 2023-04-22T16:47Z [----] followers, 13.7K engagements
"Debank Challenge : Day [--] DevFoodFarmer crvUSD leaks and a memecoin trading playbook. @LouisCooper_ @rektfoodfarmer @drakeondigital @Defi_Maestro @matrixthesun @defidami @0x_Specter @Nicknick2109"
[X Link](https://x.com/anyuser/status/1650220957083082754) 2023-04-23T19:31Z [----] followers, 27.4K engagements
"What happened with @TridentDAO $ARB allocation [--]. Monolith claims Trident sold $ARB to extend runway; in his words: "Trident does it again with the genius play Sold before the other DAOs read the fine print and realize the tokens cant be used for governance". This is false"
[X Link](https://x.com/anyuser/status/1650848944002412544) 2023-04-25T13:07Z [----] followers, 91.3K engagements
"Debank Challenge Day 21: Merlin Rug Choppy markets Calm before the storm @LouisCooper_ @rektfoodfarmer @drakeondigital @Defi_Maestro @matrixthesun @0x_Specter @Nicknick2109"
[X Link](https://x.com/anyuser/status/1651294450990161920) 2023-04-26T18:37Z [----] followers, 17.1K engagements
"Agile and Mercenary Capital will out perform Maximalism in Q3-Q4. Many Blockchains with large funding will launch heavy incentive programs to attract developers and TVL (Similar to 2021). Allocate towards chains benefiting from these incentives - and exit when rewards dry up"
[X Link](https://x.com/anyuser/status/1655096221399220224) 2023-05-07T06:24Z [----] followers, 13.9K engagements
"With so many grifters in the space finding the right accounts to follow can be hard. Using @alphascan_xyz I found the top [--] accounts to follow based on the [--] day performance of the coins they mention. 🧵👇"
[X Link](https://x.com/anyuser/status/1655845755083423745) 2023-05-09T08:02Z [----] followers, [----] engagements
"Critical Project Reviews: GND Protocol GND is the mother protocol of $Gmusd - a yield bearing stable coin and GND Protocol - a Uniswap v3 CLAMM yield farm. GND has been popular due to the real yield narrative - but is this really the case - or is it another propped up ponzi"
[X Link](https://x.com/anyuser/status/1656552042939260928) 2023-05-11T06:49Z [----] followers, 51.6K engagements
"Crypto Market Wizards Ep [--] : Summary @TaikiMaeda2 and @CL207 [--]. CLs Journey [--]. Memorable Trades [--]. Current Cycle [--]. Crypto as a Game [--]. BLAST [--]. Fundamentals [--]. CLs Trading Style [--]. DEFI & RWA [--]. FT / CT [--]. CL trading [--]. Successful traders https://www.youtube.com/watchv=T3aHxp20v0s&ab_channel=TaikiMaeda https://www.youtube.com/watchv=T3aHxp20v0s&ab_channel=TaikiMaeda"
[X Link](https://x.com/anyuser/status/1728799921707303170) 2023-11-26T15:36Z [----] followers, 11.1K engagements
"Banana Gun Olympics: Tracking the wallets that turned 1eth into 100k+ Thread 🧵👇 (Dashboard + Telegram Alerts Included"
[X Link](https://x.com/anyuser/status/1729839383631499753) 2023-11-29T12:27Z [----] followers, [----] engagements
"Risk Free Airdrop Farming and funding fee for @HyperliquidX via delta neutral strategy 🧵👇"
[X Link](https://x.com/anyuser/status/1730746271948755029) 2023-12-02T00:30Z [----] followers, [----] engagements
"Long-form article about decentralized perpetuals protocols: [--]. Perpetuals [--]. History of Defi (DEX and Derivative) [--]. Architecture & Landscape (including @HyperliquidX @dYdX @IntentX_ @GMX_IO) [--]. Protocol Comparison [--]. Catalysts https://mirror.xyz/shaunda.eth/aLALRZOg8_w8l1LwmZIK39CfzQz-qU0KFsSJiMpj7SA https://mirror.xyz/shaunda.eth/aLALRZOg8_w8l1LwmZIK39CfzQz-qU0KFsSJiMpj7SA"
[X Link](https://x.com/shaundadevens/status/1742477700034392416) 2024-01-03T09:27Z [----] followers, 19.7K engagements
"Frens I am looking for an internship (analyst/researcher) in web3 to do as part of my business degree. Been in crypto for [--] years and hungry to make it my career. Please reach out in DMS. Example of my work: Please like & RT for visibility https://mirror.xyz/shaunda.eth/aLALRZOg8_w8l1LwmZIK39CfzQz-qU0KFsSJiMpj7SA https://mirror.xyz/shaunda.eth/aLALRZOg8_w8l1LwmZIK39CfzQz-qU0KFsSJiMpj7SA"
[X Link](https://x.com/shaundadevens/status/1746837263835709562) 2024-01-15T10:10Z [----] followers, [----] engagements
"Some calculations for the HyperLiquid Airdrop 🧵 Fully Diluted Valuation: [----] Billion Calculated with sector average FDV/Volume ratios and predicted annualized volume"
[X Link](https://x.com/shaundadevens/status/1746931476778615185) 2024-01-15T16:24Z [----] followers, [----] engagements
"The only way to value crypto is attention. Valuation frameworks (P/E DCF) are memes to construct narratives about why tokens are undervalued - there is no consensus on what actually matters. ETH is bullish due to high revenue and SOL is bullish because of low fees"
[X Link](https://x.com/anyuser/status/1747654850576322689) 2024-01-17T16:19Z [----] followers, [----] engagements
"Using Uniswap v3 Pool architecture to predict price action of on-chain projects. A short explanation on how concentrated liquidity ranges create buy and sell walls to exert passive sell pressure:"
[X Link](https://x.com/anyuser/status/1780666974588092471) 2024-04-17T18:37Z [----] followers, 15K engagements
"While huge sell walls (1770 ETH $5.5m USD) prevent ezETH from Re-Pegging large scale liquidations have wiped out most buy orders. Currently only [---] ETH ($1.25m) exists buy orders. A Thread on the current state of ezETH 🧵"
[X Link](https://x.com/anyuser/status/1783546664638140421) 2024-04-25T17:20Z [----] followers, 10.9K engagements
"GCR on wice telegram. - Ppl without trading edge better off holding ETHE (26% discount) and selling ETF approval - 95% odds of eth ETF approval by [----] - Mentions high conviction tokens as almost guaranteed multiples - ppl are theatrical about getting rekt on April 13th"
[X Link](https://x.com/anyuser/status/1785762420520087729) 2024-05-01T20:05Z [----] followers, 249.2K engagements
"ETHE is Greyscales Ethereum Trust. ETHE is backed by ETH but unredeemable so discounts/premiums between the NAV and market price exist. ETHE backed by $27.1 of ETH ETHE Price = $20.7 When ETF is approved (GCR gives 95% odds) ETH becomes redeemable and discount disappears"
[X Link](https://x.com/anyuser/status/1785908600071692637) 2024-05-02T05:46Z [----] followers, [----] engagements
"Just sold the rest of my TIA I think the @CelestiaOrg $TIA ecosystem has a similar setup to the $SOL trade in [----] and I'll explain why. I think one of the reason SOL has done so well this cycle is because their ecosystem had a lot of resilient builders that decided to launch their tokens in 2023-24. This https://t.co/NthLyyrJGi I think the @CelestiaOrg $TIA ecosystem has a similar setup to the $SOL trade in [----] and I'll explain why. I think one of the reason SOL has done so well this cycle is because their ecosystem had a lot of resilient builders that decided to launch their tokens in"
[X Link](https://x.com/anyuser/status/1795539072926310748) 2024-05-28T19:34Z [----] followers, 159K engagements
"@DefiIgnas Happy to see you in governance ser 🫡"
[X Link](https://x.com/shaundadevens/status/1831696313307611275) 2024-09-05T14:10Z [----] followers, [---] engagements
"AAVE x Fluid: $4M strategic investment into DeFi's most capital-efficient lending protocol. Here's why we think this marks a turning point for DAO treasury management:"
[X Link](https://x.com/anyuser/status/1861336174347825601) 2024-11-26T09:08Z [----] followers, 29.6K engagements
"Crypto Twitter alignment chart. who am I missing"
[X Link](https://x.com/anyuser/status/1871514530045677703) 2024-12-24T11:13Z [----] followers, 553.5K engagements
"@0xsudogm @kelxyz_ @0xAnteater @lazyvillager1 @Husslin_ @Tim_4444 @based16z @salveboccaccio @simpelyfe @JoshuaDeuk @smartestmoney @real_y22 must follows"
[X Link](https://x.com/shaundadevens/status/1871516143233732934) 2024-12-24T11:19Z [----] followers, 22.7K engagements
"@alteroder what is a fair assessment of someone who was vocally bearish and confident that the bull run was over at 60k"
[X Link](https://x.com/anyuser/status/1871521668746887318) 2024-12-24T11:41Z [----] followers, [----] engagements
"@alteroder IMO he got lucky on XRP because he doesnt adapt and only trades old coins. Remember when he said SOL/ETH is down only and if its not he is washed He would rather trade Doge/LTC than own anything new"
[X Link](https://x.com/anyuser/status/1871525369783976092) 2024-12-24T11:56Z [----] followers, [----] engagements
"Happy to match this. Also happy to bet $50k that the incentives designed by @gauntlet_xyz for Unichain will not be not recouped for Uniswap (through UVN validator revenue share). @inkymaze @Togbe0x You really are shameless but lets see if you have a spine. Ready to bet 50k$ that compound doesnt recoup the $ inversement of spent COMP at current price by revenue generated by this in a year. I nominate @cobie as escrow. My bet is a $50k deposit in Aave core instance and @inkymaze @Togbe0x You really are shameless but lets see if you have a spine. Ready to bet 50k$ that compound doesnt recoup the"
[X Link](https://x.com/anyuser/status/1898700033689579966) 2025-03-09T11:38Z [----] followers, [----] engagements
"the past week I have endured severe and continuous harrassment at my work place. it had become common for senior members of staff to schedule meetings with me or to call me to their desk only for them to show me the HYPE chart and ridicule me in front of my peers. Sometimes as a joke they load up my wallet on the projector and display my negative PNL. Jokingly they bring a few stale pieces of bread to my desk since my poor portfolio performance doesnt allow me to join the team for lunch. A few days ago a trader from my work started messaging me some obscure FUD about Hyperliquid - citing"
[X Link](https://x.com/anyuser/status/1900485424738357284) 2025-03-14T09:53Z [----] followers, 37.5K engagements
"@Cbb0fe Respect for bluring his name privacy is underrated in this industry"
[X Link](https://x.com/anyuser/status/1901304198651621759) 2025-03-16T16:07Z [----] followers, 11.4K engagements
"Excited to have joined @blockworksres as a research analyst cant wait to continue to explore the frontiers of crypto markets. Also shoutout to my old team at @keyrock - awesome group of guys thankful for all the lessons learnt. Will share some ramblings I have about the space and why this is such an exciting time to be an investor: Total3 underperformance has been a positive for the space. Historically trading crypto was a keynesian beauty contest. Rising tides lift all boats - therefore narratives and sectors mattered more than asset selection. To make money in these environments you often"
[X Link](https://x.com/anyuser/status/1921994504346992775) 2025-05-12T18:22Z [----] followers, 11.6K engagements
"500m FDV same valuation as our latest equity round Did Founders Fund actually buy tokens - or did they buy equity of the company building plasma (Similar to Uniswap labs investors) These [--] are not the same thing at all - and too many projects are raising equity rounds from VCs and only launching tokens as a GTM strategy. Sell VCs equity in your company and sell retail governance tokens which will accrue [--] value - same FDV but completely different instruments. Bonus points: airdrop your VCs and Labs entity some tokens so you control governance and use the community treasury to fund yourself."
[X Link](https://x.com/anyuser/status/1927603046877384987) 2025-05-28T05:49Z [----] followers, 96.6K engagements
"This isnt necessarily a bad thing and might reflect a new emerging meta. Teams understand that token going up is the main factor in building a community. To recreate the Hyperliquid playbook they launch tokens with terms very favourable to retail investors. This is achieved by selling equity to Investors - and structuring future value accrual towards equity holders rather than token holders. The token launch is essentially just a vehicle for retail to speculate on and builds a user base that has tokens to use on your product. For investors/team as long as they arent diluted by the token you"
[X Link](https://x.com/anyuser/status/1927689635972735249) 2025-05-28T11:33Z [----] followers, [----] engagements
"Top Hyperliquid Projects by Builder fees. @pvp_dot_trade dominating with 80% h/t @janklimo for the data"
[X Link](https://x.com/anyuser/status/1927731825683660864) 2025-05-28T14:20Z [----] followers, 10.1K engagements
"Market is slowly understanding that TVL can be gamed and bloated tvl doesnt add anything to a chain except costs. How much of this stable / pseudo stable liquidity stays after incentives dry up and rewards drop 90-99% please just rip the bandaid off 1/ Participating in the @unichain incentives campaign We are [--] weeks in with $475M in TVL and $13.4B in cumulative volume for incentivized pools. TLDR for round [--] live since yesterday: Increased incentives towards stable & correlated pairs Reduced incentives towards https://t.co/xKs4j3czRA 1/ Participating in the @unichain incentives campaign We"
[X Link](https://x.com/anyuser/status/1927755064069796041) 2025-05-28T15:53Z [----] followers, [----] engagements
"HyperLiquid's Passive Bid vs. Bitcoin ETF Demand The AF has accumulated 3.5% of circulating HYPE YTD 7x more than Bitcoin ETF vehicles which accumulated just 0.59% of BTC supply over the same period. HyperLiquid"
[X Link](https://x.com/anyuser/status/1928104289131712652) 2025-05-29T15:00Z [----] followers, [----] engagements
"Pentoshi was moving billion dollar altcoins with his posts in [----] - now hes posting for a .2 sol loudio allocation @0x_ultra @stayloudio Loudio is the most egalitarian thing I've ever seen. its ambitious and if it works it could change the very fabric of our lives and maybe even society as a whole @0x_ultra @stayloudio Loudio is the most egalitarian thing I've ever seen. its ambitious and if it works it could change the very fabric of our lives and maybe even society as a whole"
[X Link](https://x.com/anyuser/status/1928177956049830347) 2025-05-29T19:53Z [----] followers, [----] engagements
"Pear Protocol: 1/ Hyperliquid launch for pair trades through builder perps (6bps monetization on open and close) 2/ $5.8M circ marketcap $23.6M FDV with 44% to treasury. Down from ATH at 20M circ 3/ Pear did $20k weekly fees when built on Symmio - expect ATH when transitioning to Hyperliquid. Implies 10x P/S considering treasury as unauthorized stock 4/ 80% of revenue goes to stPEAR stakers. Current 7-day APR is 17.6%. 109M Pear staked currently. Annualized fee projections range from $219k to $2.19M (adding 8-80% APR) 5/ Holder distribution solid with largest holder owning only 0.36% ($85k)."
[X Link](https://x.com/anyuser/status/1928356949982335046) 2025-05-30T07:44Z [----] followers, [----] engagements
"Hyperliquids 30-day rolling average revenue is at all-time highs climbing to $2.3 million ( $840 million annualized run-rate). [--] / [--] of its $3m revenue days have occured in May. At current rates the AF is buying 7.6% of the circulating supply yearly. Hyperliquid"
[X Link](https://x.com/anyuser/status/1928847554071920779) 2025-05-31T16:14Z [----] followers, [----] engagements
"In the run-up to last years Solana summer pre-TGE projects airdropped over $1.5 B to early users. With @felixprotocol @pvp_dot_trade @hyperlendx @HypurrFi all running their own points program - will we see a similar distribution for Hyperliquids L1 ecosystem"
[X Link](https://x.com/shaundadevens/status/1929143831951278554) 2025-06-01T11:51Z [----] followers, 14.6K engagements
"With HYPE soon trading on and perps already live on Binance a spot listing is likely to follow. @0xMether's research on Binance spot premiums: tokens average 63.6% gains on listing (26% median) with 7-day sustaining at 29.2%. Hyperliquid http://Binance.US The $HYPE is real. Spot trading for @HyperliquidX is coming soon to https://t.co/AZwoBOh0gq. Follow us to get notified when our new listing goes live. https://t.co/CrpenFv2uh http://Binance.US The $HYPE is real. Spot trading for @HyperliquidX is coming soon to https://t.co/AZwoBOh0gq. Follow us to get notified when our new listing goes live."
[X Link](https://x.com/anyuser/status/1929633611629973612) 2025-06-02T20:17Z [----] followers, 22.7K engagements
"With Pump raising $1b at $4B FDV this could either be the trenches' final liquidity drain - or the start of the next memecoin supercycle. This thread breaks down valuations growth revenue correlations and buyback projections:"
[X Link](https://x.com/anyuser/status/1930224887643419124) 2025-06-04T11:27Z [----] followers, [----] engagements
"Our @blockworksres subs already knew this was coming. Hyperliquid"
[X Link](https://x.com/shaundadevens/status/1932815097212403811) 2025-06-11T15:00Z [----] followers, [----] engagements
"Contrast Circle's S1 filing w 200+ pages of fundamentals risks and revenue vs Plasma that got $1B in deposits where users dont even know the initial Float let alone value accrual / tokenomics. Open access to info is a must in this Industry - and should become a standard. 0/ Token markets are broken & suffer from information asymmetry & hidden risks. We're changing that. Introducing the Token Transparency Framework a new standard for leveling the playing field. https://t.co/VlcIqTcxmq 0/ Token markets are broken & suffer from information asymmetry & hidden risks. We're changing that."
[X Link](https://x.com/anyuser/status/1935324116556595356) 2025-06-18T13:10Z [----] followers, [----] engagements
"Rapid growth at @maplefinance created a rare bottleneck. Deposits into Syrup pools outpaced new loan originations causing a dip in capital efficiency (USDC was in short term liq rather than institutional loans). The past weeks show a correction w utilization back above 80%"
[X Link](https://x.com/anyuser/status/1935389701537669408) 2025-06-18T17:30Z [----] followers, [----] engagements
"Just like HIP-3 deployers will buy 1m Hype stake to participate in perp auctions I have high conviction that we will see consumer layer applications (e.g Phantom) buy and stake HYPE. This is due to the staking referral program lets builders and referrers who stake HYPE earn up to 100% of the difference between their own trading fee discount and that of their referred user. This is just one aspect of Hyperliquids economic distribution model of their performant orderbooks. All three layers (which we outlined in previous reports) bring value back to HYPE. Infrastructure layer: Core to"
[X Link](https://x.com/anyuser/status/1943561809312592178) 2025-07-11T06:43Z [----] followers, 20K engagements
"1/ @Pear_Protocol a market-neutral relative-value trading platform has strategically pivoted to integrate with HyperCore. We break down its recent funding round potential tokenomics shift volumes and valuations:"
[X Link](https://x.com/anyuser/status/1948068577434845632) 2025-07-23T17:11Z [----] followers, 33.4K engagements
"2/ Originally launched on GMX and Symmio Pear Protocol offers streamlined single-click long-short pair trading with up to 60x leverage. Unlike isolated margin (individual liquidation risk) or cross-margin (single liquidation threshold) Pear's Cross-Leg Engine optimizes collateral and mitigates risks through correlation analysis of paired assets"
[X Link](https://x.com/anyuser/status/1948068589921288365) 2025-07-23T17:11Z [----] followers, [----] engagements
"4/ Pears shift to Hyperliquid leverages the platforms 80% share of decentralized perpetual trading volumes. Pear's integration into Hypercore still in closed beta has already generated $12.8M weekly volume suggesting strong latent demand. Hyperliquids HIP-3 introduces 280+ markets annually but lacks customizable collateral options uniquely positioning Pear as a provider of flexible cross-collateral pair trading for these new markets"
[X Link](https://x.com/anyuser/status/1948068624411050051) 2025-07-23T17:12Z [----] followers, [----] engagements
"5/ Valuation metrics remain compelling: Even before public launch on Hypercore Pear trades at a circulating P/S ratio of 13x ($6.6M market cap) and 30x FDV ($17M) Tokenomics strongly favor holders offering 80% revenue sharing translating to 20% staking APY alongside potential governance-driven buyback-and-burn mechanisms"
[X Link](https://x.com/anyuser/status/1948068641037271153) 2025-07-23T17:12Z [----] followers, [----] engagements
"8/ Our modeling presents three scenarios: - Bull scenario: Pear captures 0.92% of Hyperliquids volume predicting $980M weekly trading volume. - Base scenario: Pear captures 0.5% predicting $550M weekly trading volume. - Bear scenario: Pear captures 0.08% predicting $100M weekly trading volume"
[X Link](https://x.com/anyuser/status/1948068686570635754) 2025-07-23T17:12Z [----] followers, [----] engagements
"9/ For comprehensive analysis detailed valuation projections token unlock schedules and further insights read the full report on @blockworksres"
[X Link](https://x.com/anyuser/status/1948068703473680674) 2025-07-23T17:12Z [----] followers, [----] engagements
"Silently borrow demand continues to grow on @maplefinance. Syrup pools are back to near 100% utilization from a 55% low in June. With active loans to institutions yielding higher APYs than idle capital Syrup may be gearing up for its next leg of growth"
[X Link](https://x.com/anyuser/status/1948391142166323436) 2025-07-24T14:33Z [----] followers, [----] engagements
"Great to see the floodgates finally open. Solid protocol and team with clear PMF that will only continue to grow with the HL ecosystem. Good things come to those who wait. PEAR PROTOCOL HYPERLIQUID ENGINE IS LIVE Trade at https://t.co/cwvpmBNnbD https://t.co/oz8VR05Ie7 Good things come to those who wait. PEAR PROTOCOL HYPERLIQUID ENGINE IS LIVE Trade at https://t.co/cwvpmBNnbD https://t.co/oz8VR05Ie7"
[X Link](https://x.com/anyuser/status/1949850406256881809) 2025-07-28T15:12Z [----] followers, [----] engagements
"1/ @Resolvlabs a dual-tranche delta-neutral stablecoin engine just activated a 10% protocol fee-share potentially positioning itself as Beta for Ethena's rapid growth. We break down mechanics yields growth unlocks & valuation:"
[X Link](https://x.com/anyuser/status/1949904044950245690) 2025-07-28T18:45Z [----] followers, 12.9K engagements
"Hyperliquid's recent outage also served as a stress test for Hypercore. With an average of [----] transactions per block (highest was 16000) and a median block time of 72ms Hypercore is now back to processing around [-----] TPS"
[X Link](https://x.com/anyuser/status/1950230015481958892) 2025-07-29T16:20Z [----] followers, [----] engagements
"What makes Ethena's $3.1B growth in under [--] days even more impressive is it unfolded against a backdrop of modest ETH funding rates. Following a fee switch aligning revenue to ENA and markets turning frothy ENA becomes an extremely reflexive asset. USDe supply is up $3.1 billion in [--] days with more inflows than: -all BTC ETFs combined -every BTC ETF including IBIT -every ETH ETF including ETHA And rates aren't even near froth yet https://t.co/omKYykQMgQ USDe supply is up $3.1 billion in [--] days with more inflows than: -all BTC ETFs combined -every BTC ETF including IBIT -every ETH ETF"
[X Link](https://x.com/anyuser/status/1950892417042776239) 2025-07-31T12:12Z [----] followers, [----] engagements
"USDC on Hyperliquid is cool but HyperEVM already has a treasury-backed stablecoin with @felixprotocol's @usd_hl backed by T-bills w/ daily attestations and proof of reserves. and instead of making Jeremy and Tradfi richer the T-bill yield is used to buy and distribute HYPE"
[X Link](https://x.com/anyuser/status/1950900260802343021) 2025-07-31T12:44Z [----] followers, [----] engagements
"@rasmr_eth @a1lon9 Guy with a learning disability has a suggestion for the dev team"
[X Link](https://x.com/shaundadevens/status/1950990578260328620) 2025-07-31T18:42Z [----] followers, [---] engagements
"1/ Ethena's USDe supply is up $3.7B in just [--] days driven primarily by the Pendle-Aave PT-USDe looping strategy. With $4.3B (60% of total USDe) now locked in Pendle and $3B deposited in Aave here's a breakdown of the PT loop mechanics growth vectors and potential risks:"
[X Link](https://x.com/anyuser/status/1953154288592797844) 2025-08-06T18:00Z [----] followers, 212.8K engagements
"2/ USDe is a decentralized stablecoin pegged to USD maintaining its peg via delta-neutral hedging using ETH perpetual futures. This hedging allows USDe to algorithmically stabilize its price generating yield through both spot staking and futures funding rates"
[X Link](https://x.com/anyuser/status/1953154300525592891) 2025-08-06T18:00Z [----] followers, 11.6K engagements
"3/ Yields from this strategy exhibit high volatility due to their dependence on funding rates (USDe YTD yield is 9.4% with a stdv of 4.4pp). Funding rates are driven by the premium or discount between the perpetual futures price and the underlying ETH spot price ("mark price"). When bullish sentiment rises traders aggressively open leveraged long positions temporarily driving perpetual prices above the mark price. Positive funding rates then incentivize MMs to step in shorting the perp and hedging with spot"
[X Link](https://x.com/anyuser/status/1953154321199317274) 2025-08-06T18:00Z [----] followers, 17.1K engagements
"4/ However funding is not guaranteed. In bearish sentiment periods funding can turn negative driven by increased short positions pushing ETH perp prices below the ETH mark price. For example AUCTION-USDT recently experienced a severe dislocation caused by spot buying and perp selling creating a Spot premium resulting in a -2% 8-hour funding rate (2195% annualized)"
[X Link](https://x.com/anyuser/status/1953154338282668399) 2025-08-06T18:00Z [----] followers, 10.4K engagements
"5/ Ethena's yield strategy therefore carries inherent volatility. This volatility creates demand for more predictable yield products: Pendles PT-loop strategy"
[X Link](https://x.com/shaundadevens/status/1953154350865629298) 2025-08-06T18:00Z [----] followers, [----] engagements
"6/ Pendle is an AMM that splits yield-bearing assets into two tokens: -PT (Principal Token): Redeemable at maturity for exactly [--] USDe. -YT (Yield Token): Captures all yield generated by the underlying asset until maturity. Taking PT-USDe expiring on September 16th as an example: the PT token trades at a discount relative to its maturity value (1 USDe) effectively behaving like a zero-coupon bond. The difference between the current PT price and its face value adjusted for the time until maturity indicates the implied annual yield (YT APY)"
[X Link](https://x.com/anyuser/status/1953154367240179791) 2025-08-06T18:01Z [----] followers, [----] engagements
"8/ This has led Pendle and Ethena to form a highly symbiotic relationship. Pendle's TVL of $6.6B is heavily concentrated in Ethena's USDe market accounting for $4.01B (approximately 60%) of the entire protocol's TVL"
[X Link](https://x.com/anyuser/status/1953154400400363822) 2025-08-06T18:01Z [----] followers, [----] engagements
"9/ Pendle solved USDes volatility issue but capital efficiency remained constrained. YT buyers efficiently gain yield exposure while PT holders shorting variable yields must lock $1 collateral per PT token limiting returns to a small yield spread"
[X Link](https://x.com/anyuser/status/1953154413088108816) 2025-08-06T18:01Z [----] followers, [----] engagements
"10/ The next evolution involved leveraged looping on money markets a common carry-trade strategy that increases yields by repeatedly borrowing and redepositing collateral. For example: -Deposit sUSDe -Borrow USDC at a 93% LTV -Swap borrowed USDC back into sUSDe Repeat the process compounding returns achieving 10x effective leverage"
[X Link](https://x.com/anyuser/status/1953154431731826731) 2025-08-06T18:01Z [----] followers, [----] engagements
"12/ The key risk lies in oracle design. Billion-dollar positions often rely on AMM-based oracles making them vulnerable to temporary price depegs. Such events (as seen with ezETH/ETH loops) can trigger cascading liquidations forcing lenders to sell collateral at steep discounts even when fully backed"
[X Link](https://x.com/anyuser/status/1953154467706356212) 2025-08-06T18:01Z [----] followers, [----] engagements
"24/ In summary Aave's underwriting of USDe (pegged to USDT with capped discounts) has enabled a highly profitable looping strategy via Pendle PT-USDe. However increasing leverage also creates interconnected risks across Aave and Pendle and Ethena"
[X Link](https://x.com/anyuser/status/1953154672434581831) 2025-08-06T18:02Z [----] followers, [----] engagements
"Chainlink Reserve is a huge step for LINK which has historically seen impressive revenues completely seperated from token holders. With $1.1M (65k $LINK) accumulated in just 24H it will be very interesting to monitor these flows. We're excited to announce the launch of the Chainlink Reserve a new upgrade centered on the creation of a strategic onchain reserve of LINK tokens. https://t.co/ENs52Qjnn2 The Chainlink Reserve is designed to support the long-term growth and sustainability of the Chainlink https://t.co/vUElyovvYs We're excited to announce the launch of the Chainlink Reserve a new"
[X Link](https://x.com/anyuser/status/1953444197836714278) 2025-08-07T13:12Z [----] followers, 24.2K engagements
".@blockworksres is making the 0xResearch newsletter better than ever before. @Kunallegendd and I covered ETF flows treasury firms testing mNAV limits and @heavendex's $27M raise Plus recommended reading from @payy_link and @angstromxyz https://blockworks-research.beehiiv.com/p/another-day-another-launchpad https://blockworks-research.beehiiv.com/p/another-day-another-launchpad"
[X Link](https://x.com/anyuser/status/1953498522818638223) 2025-08-07T16:48Z [----] followers, 20.1K engagements
"Presented without comment"
[X Link](https://x.com/anyuser/status/1955532188902101176) 2025-08-13T07:29Z [----] followers, 64.1K engagements
"Bottom. Hyperliquid"
[X Link](https://x.com/anyuser/status/1956213270605599203) 2025-08-15T04:36Z [----] followers, [----] engagements
"thats fair - I think the supply overhang is the biggest doubt that still exists. again this is hard to quantify but based on all the actions of jeff/team nothing points towards them selling -- or if they do execution will be made to minimize price impact. they understand the success of the protocol is very deeply tied to the success of the token"
[X Link](https://x.com/anyuser/status/1956398029440999695) 2025-08-15T16:50Z [----] followers, [----] engagements
"1/ At current buyback rates @heavendex Flywheel buybacks have a daily +63% impact on the price of LIGHT. Breaking down the math behind Heavens Flywheel:"
[X Link](https://x.com/anyuser/status/1957493794015969790) 2025-08-18T17:24Z [----] followers, 87.2K engagements
"2/ AMM liquidity pools work on a constant product rule: x y = k (where x = USDC in the pool y = LIGHT in the pool k = invariant product). When someone buys LIGHT with USDC: USDC (x) is added to the pool LIGHT (y) is removed from the pool The new price is simply p = x / y E.g. if a pool starts with [---] USDC and [---] LIGHT price = $1. If someone buys [--] LIGHT reserves shift and the new ratio sets a higher price than $1 increasing price"
[X Link](https://x.com/anyuser/status/1957493806724739184) 2025-08-18T17:24Z [----] followers, [----] engagements
"6/ This compounds over time and the folliowing figure shows how these will effect the price. One week of buybacks would cause a 774% increase to $1.14 / LIGHT"
[X Link](https://x.com/anyuser/status/1957493873175044358) 2025-08-18T17:24Z [----] followers, [----] engagements
"7/ While these projections illustrate the reflexive power of buybacks thin low liquidity works in both directions. Large presale sellers can create the same same outsides moves to the downside however with initiatives like stargate Heaven could be positioned to do well"
[X Link](https://x.com/anyuser/status/1957493886169018412) 2025-08-18T17:24Z [----] followers, [----] engagements
"Aave's integration with Chainlink's Smart Value Recapture is already delivering meaningful results successfully capturing more than 70% of Oracle Extractable Value and achieving peak a weekly recapture of $248k"
[X Link](https://x.com/anyuser/status/1958158523013189870) 2025-08-20T13:25Z [----] followers, 42.1K engagements
"1/ With Hyperliquids 31% airdrop setting a precedent for community ethos we expect ecosystem projects to follow with their own distributions. We break down why @felixprotocol and @HyperLendx offer some of the clearest risk-adjusted ways to capture HyperEVM upside:"
[X Link](https://x.com/anyuser/status/1958520488076132751) 2025-08-21T13:24Z [----] followers, 26.2K engagements
"17/ @tradexyz is the vertical integration of @unitxyz existing infrastructure dominance. Under HIP-2 Hyperliquid outsourced spot listings and Unit captured that layer by building custody and bridging rails for majors like UBTC and UETH turning itself into the default spot gateway. HIP-3 repeats the pattern on derivatives: by solving the listing and maintenance layer for equity perps on top of shared HyperCore infra Trade extends Units services into execution making it the natural incumbent rather than a new entrant. https://twitter.com/i/web/status/1998416950469529972"
[X Link](https://x.com/shaundadevens/status/1998416950469529972) 2025-12-09T15:38Z [----] followers, [----] engagements
"It seems this has been unnoticed since many projects are trading at a marketcap LESS than the amount of $GLMR they will recieve through grants. The proposal is as following: [--]. BeamSwap to be awarded [------] GLMR [--]. DAM Finance to be awarded [------] GLMR"
[X Link](https://x.com/shaundadevens/status/1646209601627471907) 2023-04-12T17:52Z [----] followers, [----] engagements
"3. Prime Protocol to be awarded [-------] GLMR [--]. Stellaswap to be awarded [-------] GLMR [-----] GLMR to be added to the Community Grants Budget Stella swap is entitled too [-------] GLMR ($631446) in tranch one and trades at a marketcap of $1m https://moonbeam.polkassembly.network/referendum/91 https://moonbeam.polkassembly.network/referendum/91"
[X Link](https://x.com/shaundadevens/status/1646209603691069460) 2023-04-12T17:52Z [----] followers, [----] engagements
"Flirting with $50 HYPE trades at 8.3x P/E vs. 31x for Coinbase and 56x for Robinhood despite Hyperliquid processing $319B in July outpacing Robinhoods $209B. With HIP3 Builder Codes HyperEVM tailwinds and the AF TWAP this dislocation seems unlikely to last. Hyperliquid"
[X Link](https://x.com/shaundadevens/status/1956364769176191310) 2025-08-15T14:38Z [----] followers, 37.9K engagements
"HIP-3 Silver Microstructure: Hyperliquid vs. CME HIP-3 is scaling Hyperliquid beyond crypto with TradFi instruments now 31% of venue volume and daily notional above $5B. Silver is the most important of these flows and last Fridays violent move http://x.com/i/article/2019733351691702272 http://x.com/i/article/2019733351691702272"
[X Link](https://x.com/anyuser/status/2019782009267085656) 2026-02-06T14:35Z [----] followers, 632.6K engagements
"Crypto Twitter alignment chart. who am I missing"
[X Link](https://x.com/anyuser/status/1871514530045677703) 2024-12-24T11:13Z [----] followers, 553.5K engagements
"GCR on wice telegram. - Ppl without trading edge better off holding ETHE (26% discount) and selling ETF approval - 95% odds of eth ETF approval by [----] - Mentions high conviction tokens as almost guaranteed multiples - ppl are theatrical about getting rekt on April 13th"
[X Link](https://x.com/anyuser/status/1785762420520087729) 2024-05-01T20:05Z [----] followers, 249.2K engagements
"1/ Ethena's USDe supply is up $3.7B in just [--] days driven primarily by the Pendle-Aave PT-USDe looping strategy. With $4.3B (60% of total USDe) now locked in Pendle and $3B deposited in Aave here's a breakdown of the PT loop mechanics growth vectors and potential risks:"
[X Link](https://x.com/anyuser/status/1953154288592797844) 2025-08-06T18:00Z [----] followers, 212.8K engagements
"Just sold the rest of my TIA I think the @CelestiaOrg $TIA ecosystem has a similar setup to the $SOL trade in [----] and I'll explain why. I think one of the reason SOL has done so well this cycle is because their ecosystem had a lot of resilient builders that decided to launch their tokens in 2023-24. This https://t.co/NthLyyrJGi I think the @CelestiaOrg $TIA ecosystem has a similar setup to the $SOL trade in [----] and I'll explain why. I think one of the reason SOL has done so well this cycle is because their ecosystem had a lot of resilient builders that decided to launch their tokens in"
[X Link](https://x.com/anyuser/status/1795539072926310748) 2024-05-28T19:34Z [----] followers, 159K engagements
"I think the @CelestiaOrg $TIA ecosystem has a similar setup to the $SOL trade in [----] and I'll explain why. I think one of the reason SOL has done so well this cycle is because their ecosystem had a lot of resilient builders that decided to launch their tokens in 2023-24. This created a lot of incentives for users to experiment on the chain in the hopes of being compensated with airdrops. The airdrop narrative was a way for Solana to acquire users and given the superior UI/UX to EVM chains they were able to retain them. Retention led to memecoins doing well forming a strong community that"
[X Link](https://x.com/anyuser/status/1795536906379497705) 2024-05-28T19:25Z 114.1K followers, 297.2K engagements
"Giving away a Gen [--] Hero (Worth $350) [--]. Follow me [--]. Like and Retweet [--]. Tag [--] friends $JEWEL $DFK $ONE $AVAX"
[X Link](https://x.com/anyuser/status/1511059012816670721) 2022-04-04T19:11Z [----] followers, [----] engagements
"I saw a homeless man today begging for money. Instead of giving him money I showed him the twitter account im going to be sharing alpha on. He started crying and said "thank you kind sir. You were the first to understand that the thing I was really hungry for was knowledge.""
[X Link](https://x.com/anyuser/status/1510947432271695880) 2022-04-04T11:48Z [----] followers, [---] engagements
"1/ At current buyback rates @heavendex Flywheel buybacks have a daily +63% impact on the price of LIGHT. Breaking down the math behind Heavens Flywheel:"
[X Link](https://x.com/anyuser/status/1957493794015969790) 2025-08-18T17:24Z [----] followers, 87.2K engagements
"Presented without comment"
[X Link](https://x.com/anyuser/status/1955532188902101176) 2025-08-13T07:29Z [----] followers, 64.1K engagements
"500m FDV same valuation as our latest equity round Did Founders Fund actually buy tokens - or did they buy equity of the company building plasma (Similar to Uniswap labs investors) These [--] are not the same thing at all - and too many projects are raising equity rounds from VCs and only launching tokens as a GTM strategy. Sell VCs equity in your company and sell retail governance tokens which will accrue [--] value - same FDV but completely different instruments. Bonus points: airdrop your VCs and Labs entity some tokens so you control governance and use the community treasury to fund yourself."
[X Link](https://x.com/anyuser/status/1927603046877384987) 2025-05-28T05:49Z [----] followers, 96.6K engagements
"The financial system of tomorrow. Owned by you. Announcing the XPL public sale using Sonar by @echodotxyz. 10% of XPL will be sold at a $500M FDV the same valuation as our latest equity round with Founders Fund"
[X Link](https://x.com/anyuser/status/1927370359696765241) 2025-05-27T14:24Z 232.9K followers, 1.2M engagements
"Chainlink Reserve is a huge step for LINK which has historically seen impressive revenues completely seperated from token holders. With $1.1M (65k $LINK) accumulated in just 24H it will be very interesting to monitor these flows. We're excited to announce the launch of the Chainlink Reserve a new upgrade centered on the creation of a strategic onchain reserve of LINK tokens. https://t.co/ENs52Qjnn2 The Chainlink Reserve is designed to support the long-term growth and sustainability of the Chainlink https://t.co/vUElyovvYs We're excited to announce the launch of the Chainlink Reserve a new"
[X Link](https://x.com/anyuser/status/1953444197836714278) 2025-08-07T13:12Z [----] followers, 24.2K engagements
"We're excited to announce the launch of the Chainlink Reserve a new upgrade centered on the creation of a strategic onchain reserve of LINK tokens. The Chainlink Reserve is designed to support the long-term growth and sustainability of the Chainlink Network by accumulating LINK tokens using offchain revenue from large enterprises that are adopting the Chainlink standard and from onchain service usage. The Chainlink Reserve is being built up by using Payment Abstraction to convert offchain and onchain revenue into LINK using a combination of Chainlink services and decentralized exchange"
[X Link](https://x.com/anyuser/status/1953441044617388514) 2025-08-07T13:00Z 1.4M followers, 4.9M engagements
"Flirting with $50 HYPE trades at 8.3x P/E vs. 31x for Coinbase and 56x for Robinhood despite Hyperliquid processing $319B in July outpacing Robinhoods $209B. With HIP3 Builder Codes HyperEVM tailwinds and the AF TWAP this dislocation seems unlikely to last. Hyperliquid"
[X Link](https://x.com/shaundadevens/status/1956364769176191310) 2025-08-15T14:38Z [----] followers, 37.9K engagements
"the past week I have endured severe and continuous harrassment at my work place. it had become common for senior members of staff to schedule meetings with me or to call me to their desk only for them to show me the HYPE chart and ridicule me in front of my peers. Sometimes as a joke they load up my wallet on the projector and display my negative PNL. Jokingly they bring a few stale pieces of bread to my desk since my poor portfolio performance doesnt allow me to join the team for lunch. A few days ago a trader from my work started messaging me some obscure FUD about Hyperliquid - citing"
[X Link](https://x.com/anyuser/status/1900485424738357284) 2025-03-14T09:53Z [----] followers, 37.5K engagements
"Just like HIP-3 deployers will buy 1m Hype stake to participate in perp auctions I have high conviction that we will see consumer layer applications (e.g Phantom) buy and stake HYPE. This is due to the staking referral program lets builders and referrers who stake HYPE earn up to 100% of the difference between their own trading fee discount and that of their referred user. This is just one aspect of Hyperliquids economic distribution model of their performant orderbooks. All three layers (which we outlined in previous reports) bring value back to HYPE. Infrastructure layer: Core to"
[X Link](https://x.com/anyuser/status/1943561809312592178) 2025-07-11T06:43Z [----] followers, 20K engagements
"1/ @Pear_Protocol a market-neutral relative-value trading platform has strategically pivoted to integrate with HyperCore. We break down its recent funding round potential tokenomics shift volumes and valuations:"
[X Link](https://x.com/anyuser/status/1948068577434845632) 2025-07-23T17:11Z [----] followers, 33.4K engagements
"AAVE x Fluid: $4M strategic investment into DeFi's most capital-efficient lending protocol. Here's why we think this marks a turning point for DAO treasury management:"
[X Link](https://x.com/anyuser/status/1861336174347825601) 2024-11-26T09:08Z [----] followers, 29.6K engagements
"1/ With Hyperliquids 31% airdrop setting a precedent for community ethos we expect ecosystem projects to follow with their own distributions. We break down why @felixprotocol and @HyperLendx offer some of the clearest risk-adjusted ways to capture HyperEVM upside:"
[X Link](https://x.com/anyuser/status/1958520488076132751) 2025-08-21T13:24Z [----] followers, 26.2K engagements
"Debank Challenge Day [--] Shanghai Diverging investments Microcap scalping and crazy profits @LouisCooper_ @rektfoodfarmer @Defi_Maestro @drakeondigital @DigitsCapital @matrixthesun @defidami"
[X Link](https://x.com/anyuser/status/1646927310535397376) 2023-04-14T17:24Z [----] followers, 63.8K engagements
"Debank Challenge Day 7: LSD - RWA narrative rotations microcap catalyst plays Hidden incentives and an All in trade. Some real alpha today. @LouisCooper_ @rektfoodfarmer @Defi_Maestro @drakeondigital @DigitsCapital @matrixthesun @defidami"
[X Link](https://x.com/anyuser/status/1646209591670194204) 2023-04-12T17:52Z [----] followers, 55.6K engagements
"Aave's integration with Chainlink's Smart Value Recapture is already delivering meaningful results successfully capturing more than 70% of Oracle Extractable Value and achieving peak a weekly recapture of $248k"
[X Link](https://x.com/anyuser/status/1958158523013189870) 2025-08-20T13:25Z [----] followers, 42.1K engagements
"With HYPE soon trading on and perps already live on Binance a spot listing is likely to follow. @0xMether's research on Binance spot premiums: tokens average 63.6% gains on listing (26% median) with 7-day sustaining at 29.2%. Hyperliquid http://Binance.US The $HYPE is real. Spot trading for @HyperliquidX is coming soon to https://t.co/AZwoBOh0gq. Follow us to get notified when our new listing goes live. https://t.co/CrpenFv2uh http://Binance.US The $HYPE is real. Spot trading for @HyperliquidX is coming soon to https://t.co/AZwoBOh0gq. Follow us to get notified when our new listing goes live."
[X Link](https://x.com/anyuser/status/1929633611629973612) 2025-06-02T20:17Z [----] followers, 22.7K engagements
"The $HYPE is real. Spot trading for @HyperliquidX is coming soon to Follow us to get notified when our new listing goes live. http://Binance.US http://Binance.US"
[X Link](https://x.com/anyuser/status/1929622945045139800) 2025-06-02T19:35Z 551.7K followers, 831.1K engagements
"Long-form article about decentralized perpetuals protocols: [--]. Perpetuals [--]. History of Defi (DEX and Derivative) [--]. Architecture & Landscape (including @HyperliquidX @dYdX @IntentX_ @GMX_IO) [--]. Protocol Comparison [--]. Catalysts https://mirror.xyz/shaunda.eth/aLALRZOg8_w8l1LwmZIK39CfzQz-qU0KFsSJiMpj7SA https://mirror.xyz/shaunda.eth/aLALRZOg8_w8l1LwmZIK39CfzQz-qU0KFsSJiMpj7SA"
[X Link](https://x.com/shaundadevens/status/1742477700034392416) 2024-01-03T09:27Z [----] followers, 19.7K engagements
"Excited to have joined @blockworksres as a research analyst cant wait to continue to explore the frontiers of crypto markets. Also shoutout to my old team at @keyrock - awesome group of guys thankful for all the lessons learnt. Will share some ramblings I have about the space and why this is such an exciting time to be an investor: Total3 underperformance has been a positive for the space. Historically trading crypto was a keynesian beauty contest. Rising tides lift all boats - therefore narratives and sectors mattered more than asset selection. To make money in these environments you often"
[X Link](https://x.com/anyuser/status/1921994504346992775) 2025-05-12T18:22Z [----] followers, 11.6K engagements
"Using Uniswap v3 Pool architecture to predict price action of on-chain projects. A short explanation on how concentrated liquidity ranges create buy and sell walls to exert passive sell pressure:"
[X Link](https://x.com/anyuser/status/1780666974588092471) 2024-04-17T18:37Z [----] followers, 15K engagements
"Debank Challenge Tracking Day 1: Diving Deeper into the portfolios of crypto-twitters Giga Brains. Including: @LouisCooper_ @rektfoodfarmer @Defi_Maestro @drakeondigital @DigitsCapital"
[X Link](https://x.com/shaundadevens/status/1644386474039672832) 2023-04-07T17:07Z [----] followers, 27.4K engagements
"$PARTY is a new Defi project utilizes game theory competition to allow users to strategically compete for the highest yields. With its innovative approach to staking @Pool_Partyyy has quickly become one of the most hyped launches on CT. But how do you play to win"
[X Link](https://x.com/shaundadevens/status/1644637370329735168) 2023-04-08T09:44Z [----] followers, 27.2K engagements
"DEFI is a game each project is nothing more than a vehicle to extract more $ETH. Emotionless Whales allocate capital systemically and drain $ETH from bag holders left wondering if Devs can do anything. A GIGA Guide to Playing DEFI : Rules Strategies Concepts - PART 1"
[X Link](https://x.com/anyuser/status/1645341109713883136) 2023-04-10T08:21Z [----] followers, 25.2K engagements
"@0xsudogm @kelxyz_ @0xAnteater @lazyvillager1 @Husslin_ @Tim_4444 @based16z @salveboccaccio @simpelyfe @JoshuaDeuk @smartestmoney @real_y22 must follows"
[X Link](https://x.com/shaundadevens/status/1871516143233732934) 2024-12-24T11:19Z [----] followers, 22.7K engagements
"Top Hyperliquid Projects by Builder fees. @pvp_dot_trade dominating with 80% h/t @janklimo for the data"
[X Link](https://x.com/anyuser/status/1927731825683660864) 2025-05-28T14:20Z [----] followers, 10.1K engagements
"Silently borrow demand continues to grow on @maplefinance. Syrup pools are back to near 100% utilization from a 55% low in June. With active loans to institutions yielding higher APYs than idle capital Syrup may be gearing up for its next leg of growth"
[X Link](https://x.com/anyuser/status/1948391142166323436) 2025-07-24T14:33Z [----] followers, [----] engagements
"What happened with @TridentDAO $ARB allocation [--]. Monolith claims Trident sold $ARB to extend runway; in his words: "Trident does it again with the genius play Sold before the other DAOs read the fine print and realize the tokens cant be used for governance". This is false"
[X Link](https://x.com/anyuser/status/1650848944002412544) 2023-04-25T13:07Z [----] followers, 91.3K engagements
"1/ @Resolvlabs a dual-tranche delta-neutral stablecoin engine just activated a 10% protocol fee-share potentially positioning itself as Beta for Ethena's rapid growth. We break down mechanics yields growth unlocks & valuation:"
[X Link](https://x.com/anyuser/status/1949904044950245690) 2025-07-28T18:45Z [----] followers, 12.9K engagements
"@Cbb0fe Respect for bluring his name privacy is underrated in this industry"
[X Link](https://x.com/anyuser/status/1901304198651621759) 2025-03-16T16:07Z [----] followers, 11.4K engagements
"Critical Project Reviews: GND Protocol GND is the mother protocol of $Gmusd - a yield bearing stable coin and GND Protocol - a Uniswap v3 CLAMM yield farm. GND has been popular due to the real yield narrative - but is this really the case - or is it another propped up ponzi"
[X Link](https://x.com/anyuser/status/1656552042939260928) 2023-05-11T06:49Z [----] followers, 51.6K engagements
"In the run-up to last years Solana summer pre-TGE projects airdropped over $1.5 B to early users. With @felixprotocol @pvp_dot_trade @hyperlendx @HypurrFi all running their own points program - will we see a similar distribution for Hyperliquids L1 ecosystem"
[X Link](https://x.com/shaundadevens/status/1929143831951278554) 2025-06-01T11:51Z [----] followers, 14.6K engagements
"With Pump raising $1b at $4B FDV this could either be the trenches' final liquidity drain - or the start of the next memecoin supercycle. This thread breaks down valuations growth revenue correlations and buyback projections:"
[X Link](https://x.com/anyuser/status/1930224887643419124) 2025-06-04T11:27Z [----] followers, [----] engagements
".@blockworksres is making the 0xResearch newsletter better than ever before. @Kunallegendd and I covered ETF flows treasury firms testing mNAV limits and @heavendex's $27M raise Plus recommended reading from @payy_link and @angstromxyz https://blockworks-research.beehiiv.com/p/another-day-another-launchpad https://blockworks-research.beehiiv.com/p/another-day-another-launchpad"
[X Link](https://x.com/anyuser/status/1953498522818638223) 2025-08-07T16:48Z [----] followers, 20.1K engagements
"@alteroder what is a fair assessment of someone who was vocally bearish and confident that the bull run was over at 60k"
[X Link](https://x.com/anyuser/status/1871521668746887318) 2024-12-24T11:41Z [----] followers, [----] engagements
"Debank Challenge Day 5: Swing trades Narrative plays and hidden $LSD gem @LouisCooper_ @rektfoodfarmer @Defi_Maestro @drakeondigital @DigitsCapital Introducing @matrixthesun and @defidami"
[X Link](https://x.com/anyuser/status/1645504278369370143) 2023-04-10T19:09Z [----] followers, 20.5K engagements
"@harmonyprotocol Has harmony protocol made a single competent decision $1m is a joke and why would the hacker take the risk of communicating via email"
[X Link](https://x.com/shaundadevens/status/1540937565276180480) 2022-06-26T05:58Z [----] followers, [--] engagements
"Crypto Market Wizards Ep [--] : Summary @TaikiMaeda2 and @CL207 [--]. CLs Journey [--]. Memorable Trades [--]. Current Cycle [--]. Crypto as a Game [--]. BLAST [--]. Fundamentals [--]. CLs Trading Style [--]. DEFI & RWA [--]. FT / CT [--]. CL trading [--]. Successful traders https://www.youtube.com/watchv=T3aHxp20v0s&ab_channel=TaikiMaeda https://www.youtube.com/watchv=T3aHxp20v0s&ab_channel=TaikiMaeda"
[X Link](https://x.com/anyuser/status/1728799921707303170) 2023-11-26T15:36Z [----] followers, 11.1K engagements
"Debank Challenge Day 11: Outperforming Ethereum Bulls flip bearish Stable coin farming and New participants @LouisCooper_ @rektfoodfarmer @drakeondigital @Defi_Maestro @matrixthesun @defidami @DigitsCapital @crypto_linn @0x_Specter @Nicknick2109"
[X Link](https://x.com/anyuser/status/1647653448991535107) 2023-04-16T17:29Z [----] followers, 22.1K engagements
"Agile and Mercenary Capital will out perform Maximalism in Q3-Q4. Many Blockchains with large funding will launch heavy incentive programs to attract developers and TVL (Similar to 2021). Allocate towards chains benefiting from these incentives - and exit when rewards dry up"
[X Link](https://x.com/anyuser/status/1655096221399220224) 2023-05-07T06:24Z [----] followers, 13.9K engagements
"Pear Protocol: 1/ Hyperliquid launch for pair trades through builder perps (6bps monetization on open and close) 2/ $5.8M circ marketcap $23.6M FDV with 44% to treasury. Down from ATH at 20M circ 3/ Pear did $20k weekly fees when built on Symmio - expect ATH when transitioning to Hyperliquid. Implies 10x P/S considering treasury as unauthorized stock 4/ 80% of revenue goes to stPEAR stakers. Current 7-day APR is 17.6%. 109M Pear staked currently. Annualized fee projections range from $219k to $2.19M (adding 8-80% APR) 5/ Holder distribution solid with largest holder owning only 0.36% ($85k)."
[X Link](https://x.com/anyuser/status/1928356949982335046) 2025-05-30T07:44Z [----] followers, [----] engagements
"Rapid growth at @maplefinance created a rare bottleneck. Deposits into Syrup pools outpaced new loan originations causing a dip in capital efficiency (USDC was in short term liq rather than institutional loans). The past weeks show a correction w utilization back above 80%"
[X Link](https://x.com/anyuser/status/1935389701537669408) 2025-06-18T17:30Z [----] followers, [----] engagements
"24/ In summary Aave's underwriting of USDe (pegged to USDT with capped discounts) has enabled a highly profitable looping strategy via Pendle PT-USDe. However increasing leverage also creates interconnected risks across Aave and Pendle and Ethena"
[X Link](https://x.com/anyuser/status/1953154672434581831) 2025-08-06T18:02Z [----] followers, [----] engagements
"Hyperliquids 30-day rolling average revenue is at all-time highs climbing to $2.3 million ( $840 million annualized run-rate). [--] / [--] of its $3m revenue days have occured in May. At current rates the AF is buying 7.6% of the circulating supply yearly. Hyperliquid"
[X Link](https://x.com/anyuser/status/1928847554071920779) 2025-05-31T16:14Z [----] followers, [----] engagements
"Debank Challenge : Day [--] DevFoodFarmer crvUSD leaks and a memecoin trading playbook. @LouisCooper_ @rektfoodfarmer @drakeondigital @Defi_Maestro @matrixthesun @defidami @0x_Specter @Nicknick2109"
[X Link](https://x.com/anyuser/status/1650220957083082754) 2023-04-23T19:31Z [----] followers, 27.4K engagements
"Debank Tracking Challenge Day 4: Presale Plays Huge Positions Huge Sells () @LouisCooper_ @rektfoodfarmer @Defi_Maestro @drakeondigital @DigitsCapital"
[X Link](https://x.com/shaundadevens/status/1644797006378934274) 2023-04-08T20:18Z [----] followers, 20.6K engagements
"HyperLiquid's Passive Bid vs. Bitcoin ETF Demand The AF has accumulated 3.5% of circulating HYPE YTD 7x more than Bitcoin ETF vehicles which accumulated just 0.59% of BTC supply over the same period. HyperLiquid"
[X Link](https://x.com/anyuser/status/1928104289131712652) 2025-05-29T15:00Z [----] followers, [----] engagements
"Banana Gun Olympics: Tracking the wallets that turned 1eth into 100k+ Thread 🧵👇 (Dashboard + Telegram Alerts Included"
[X Link](https://x.com/anyuser/status/1729839383631499753) 2023-11-29T12:27Z [----] followers, [----] engagements
"While huge sell walls (1770 ETH $5.5m USD) prevent ezETH from Re-Pegging large scale liquidations have wiped out most buy orders. Currently only [---] ETH ($1.25m) exists buy orders. A Thread on the current state of ezETH 🧵"
[X Link](https://x.com/anyuser/status/1783546664638140421) 2024-04-25T17:20Z [----] followers, 10.9K engagements
"Debank Challenge Day 13: Meme coin season Arbitrum Eco and Consistent winners. @rektfoodfarmer @LouisCooper_ @drakeondigital @Defi_Maestro @matrixthesun @defidami @0x_Specter @Nicknick2109"
[X Link](https://x.com/anyuser/status/1648423618714697729) 2023-04-18T20:29Z [----] followers, 12.2K engagements
"Some calculations for the HyperLiquid Airdrop 🧵 Fully Diluted Valuation: [----] Billion Calculated with sector average FDV/Volume ratios and predicted annualized volume"
[X Link](https://x.com/shaundadevens/status/1746931476778615185) 2024-01-15T16:24Z [----] followers, [----] engagements
"Contrast Circle's S1 filing w 200+ pages of fundamentals risks and revenue vs Plasma that got $1B in deposits where users dont even know the initial Float let alone value accrual / tokenomics. Open access to info is a must in this Industry - and should become a standard. 0/ Token markets are broken & suffer from information asymmetry & hidden risks. We're changing that. Introducing the Token Transparency Framework a new standard for leveling the playing field. https://t.co/VlcIqTcxmq 0/ Token markets are broken & suffer from information asymmetry & hidden risks. We're changing that."
[X Link](https://x.com/anyuser/status/1935324116556595356) 2025-06-18T13:10Z [----] followers, [----] engagements
"0/ Token markets are broken & suffer from information asymmetry & hidden risks. We're changing that. Introducing the Token Transparency Framework a new standard for leveling the playing field"
[X Link](https://x.com/anyuser/status/1935321626788380714) 2025-06-18T13:00Z 476.5K followers, 570.5K engagements
"Debank Challenge Day 21: Merlin Rug Choppy markets Calm before the storm @LouisCooper_ @rektfoodfarmer @drakeondigital @Defi_Maestro @matrixthesun @0x_Specter @Nicknick2109"
[X Link](https://x.com/anyuser/status/1651294450990161920) 2023-04-26T18:37Z [----] followers, 17.1K engagements
"Our @blockworksres subs already knew this was coming. Hyperliquid"
[X Link](https://x.com/shaundadevens/status/1932815097212403811) 2025-06-11T15:00Z [----] followers, [----] engagements
"SILO FINANCE: https://shaundadevens.substack.com/p/silo-finance-research https://shaundadevens.substack.com/p/silo-finance-research"
[X Link](https://x.com/shaundadevens/status/1513147464236384257) 2022-04-10T13:30Z [----] followers, [--] engagements
"Debank Day [--] : Choppy Markets Sharp Drawbacks and an impactful GCR tweet. @rektfoodfarmer @LouisCooper_ @drakeondigital @Defi_Maestro @matrixthesun @0x_Specter @Nicknick2109 @defidami"
[X Link](https://x.com/shaundadevens/status/1649119275737546761) 2023-04-20T18:34Z [----] followers, 16.7K engagements
"Great to see the floodgates finally open. Solid protocol and team with clear PMF that will only continue to grow with the HL ecosystem. Good things come to those who wait. PEAR PROTOCOL HYPERLIQUID ENGINE IS LIVE Trade at https://t.co/cwvpmBNnbD https://t.co/oz8VR05Ie7 Good things come to those who wait. PEAR PROTOCOL HYPERLIQUID ENGINE IS LIVE Trade at https://t.co/cwvpmBNnbD https://t.co/oz8VR05Ie7"
[X Link](https://x.com/anyuser/status/1949850406256881809) 2025-07-28T15:12Z [----] followers, [----] engagements
"Good things come to those who wait. PEAR PROTOCOL HYPERLIQUID ENGINE IS LIVE Trade at http://pear.garden http://pear.garden"
[X Link](https://x.com/anyuser/status/1949845049405329886) 2025-07-28T14:51Z 17.6K followers, 66.6K engagements
"3/ Yields from this strategy exhibit high volatility due to their dependence on funding rates (USDe YTD yield is 9.4% with a stdv of 4.4pp). Funding rates are driven by the premium or discount between the perpetual futures price and the underlying ETH spot price ("mark price"). When bullish sentiment rises traders aggressively open leveraged long positions temporarily driving perpetual prices above the mark price. Positive funding rates then incentivize MMs to step in shorting the perp and hedging with spot"
[X Link](https://x.com/anyuser/status/1953154321199317274) 2025-08-06T18:00Z [----] followers, 17.1K engagements
"What makes Ethena's $3.1B growth in under [--] days even more impressive is it unfolded against a backdrop of modest ETH funding rates. Following a fee switch aligning revenue to ENA and markets turning frothy ENA becomes an extremely reflexive asset. USDe supply is up $3.1 billion in [--] days with more inflows than: -all BTC ETFs combined -every BTC ETF including IBIT -every ETH ETF including ETHA And rates aren't even near froth yet https://t.co/omKYykQMgQ USDe supply is up $3.1 billion in [--] days with more inflows than: -all BTC ETFs combined -every BTC ETF including IBIT -every ETH ETF"
[X Link](https://x.com/anyuser/status/1950892417042776239) 2025-07-31T12:12Z [----] followers, [----] engagements
"USDe supply is up $3.1 billion in [--] days with more inflows than: -all BTC ETFs combined -every BTC ETF including IBIT -every ETH ETF including ETHA And rates aren't even near froth yet"
[X Link](https://x.com/anyuser/status/1950836006682530288) 2025-07-31T08:28Z 65.4K followers, 130.9K engagements
"ETHE is Greyscales Ethereum Trust. ETHE is backed by ETH but unredeemable so discounts/premiums between the NAV and market price exist. ETHE backed by $27.1 of ETH ETHE Price = $20.7 When ETF is approved (GCR gives 95% odds) ETH becomes redeemable and discount disappears"
[X Link](https://x.com/anyuser/status/1785908600071692637) 2024-05-02T05:46Z [----] followers, [----] engagements
"7/ While these projections illustrate the reflexive power of buybacks thin low liquidity works in both directions. Large presale sellers can create the same same outsides moves to the downside however with initiatives like stargate Heaven could be positioned to do well"
[X Link](https://x.com/anyuser/status/1957493886169018412) 2025-08-18T17:24Z [----] followers, [----] engagements
"@satsdart is a milady whether he admits it or not"
[X Link](https://x.com/anyuser/status/1511275132312035333) 2022-04-05T09:30Z [----] followers, [--] engagements
"With so many grifters in the space finding the right accounts to follow can be hard. Using @alphascan_xyz I found the top [--] accounts to follow based on the [--] day performance of the coins they mention. 🧵👇"
[X Link](https://x.com/anyuser/status/1655845755083423745) 2023-05-09T08:02Z [----] followers, [----] engagements
"6/ This compounds over time and the folliowing figure shows how these will effect the price. One week of buybacks would cause a 774% increase to $1.14 / LIGHT"
[X Link](https://x.com/anyuser/status/1957493873175044358) 2025-08-18T17:24Z [----] followers, [----] engagements
"Frens I am looking for an internship (analyst/researcher) in web3 to do as part of my business degree. Been in crypto for [--] years and hungry to make it my career. Please reach out in DMS. Example of my work: Please like & RT for visibility https://mirror.xyz/shaunda.eth/aLALRZOg8_w8l1LwmZIK39CfzQz-qU0KFsSJiMpj7SA https://mirror.xyz/shaunda.eth/aLALRZOg8_w8l1LwmZIK39CfzQz-qU0KFsSJiMpj7SA"
[X Link](https://x.com/shaundadevens/status/1746837263835709562) 2024-01-15T10:10Z [----] followers, [----] engagements
"2/ USDe is a decentralized stablecoin pegged to USD maintaining its peg via delta-neutral hedging using ETH perpetual futures. This hedging allows USDe to algorithmically stabilize its price generating yield through both spot staking and futures funding rates"
[X Link](https://x.com/anyuser/status/1953154300525592891) 2025-08-06T18:00Z [----] followers, 11.6K engagements
"Bottom. Hyperliquid"
[X Link](https://x.com/anyuser/status/1956213270605599203) 2025-08-15T04:36Z [----] followers, [----] engagements
"Hyperliquid's recent outage also served as a stress test for Hypercore. With an average of [----] transactions per block (highest was 16000) and a median block time of 72ms Hypercore is now back to processing around [-----] TPS"
[X Link](https://x.com/anyuser/status/1950230015481958892) 2025-07-29T16:20Z [----] followers, [----] engagements
"4/ Pears shift to Hyperliquid leverages the platforms 80% share of decentralized perpetual trading volumes. Pear's integration into Hypercore still in closed beta has already generated $12.8M weekly volume suggesting strong latent demand. Hyperliquids HIP-3 introduces 280+ markets annually but lacks customizable collateral options uniquely positioning Pear as a provider of flexible cross-collateral pair trading for these new markets"
[X Link](https://x.com/anyuser/status/1948068624411050051) 2025-07-23T17:12Z [----] followers, [----] engagements
"senior-level programmer here. i've spent the past week looking at the ETH merge code and found a major bug that will cause a fatal error during the merge. this is a defcon [--] situation; the hundreds of billions of dollars in assets secured on ethereum will vanish into thin air"
[X Link](https://x.com/anyuser/status/1570122573366677506) 2022-09-14T18:49Z [----] followers, [--] engagements
"Pentoshi was moving billion dollar altcoins with his posts in [----] - now hes posting for a .2 sol loudio allocation @0x_ultra @stayloudio Loudio is the most egalitarian thing I've ever seen. its ambitious and if it works it could change the very fabric of our lives and maybe even society as a whole @0x_ultra @stayloudio Loudio is the most egalitarian thing I've ever seen. its ambitious and if it works it could change the very fabric of our lives and maybe even society as a whole"
[X Link](https://x.com/anyuser/status/1928177956049830347) 2025-05-29T19:53Z [----] followers, [----] engagements
"USDC on Hyperliquid is cool but HyperEVM already has a treasury-backed stablecoin with @felixprotocol's @usd_hl backed by T-bills w/ daily attestations and proof of reserves. and instead of making Jeremy and Tradfi richer the T-bill yield is used to buy and distribute HYPE"
[X Link](https://x.com/anyuser/status/1950900260802343021) 2025-07-31T12:44Z [----] followers, [----] engagements
"Looks like somebody is having a good day 😂 @rektfoodfarmer (Full portfolio updates tommorrow)"
[X Link](https://x.com/shaundadevens/status/1649817185785720834) 2023-04-22T16:47Z [----] followers, 13.7K engagements
"2/ AMM liquidity pools work on a constant product rule: x y = k (where x = USDC in the pool y = LIGHT in the pool k = invariant product). When someone buys LIGHT with USDC: USDC (x) is added to the pool LIGHT (y) is removed from the pool The new price is simply p = x / y E.g. if a pool starts with [---] USDC and [---] LIGHT price = $1. If someone buys [--] LIGHT reserves shift and the new ratio sets a higher price than $1 increasing price"
[X Link](https://x.com/anyuser/status/1957493806724739184) 2025-08-18T17:24Z [----] followers, [----] engagements
"4/ However funding is not guaranteed. In bearish sentiment periods funding can turn negative driven by increased short positions pushing ETH perp prices below the ETH mark price. For example AUCTION-USDT recently experienced a severe dislocation caused by spot buying and perp selling creating a Spot premium resulting in a -2% 8-hour funding rate (2195% annualized)"
[X Link](https://x.com/anyuser/status/1953154338282668399) 2025-08-06T18:00Z [----] followers, 10.4K engagements
"9/ For comprehensive analysis detailed valuation projections token unlock schedules and further insights read the full report on @blockworksres"
[X Link](https://x.com/anyuser/status/1948068703473680674) 2025-07-23T17:12Z [----] followers, [----] engagements
"8/ Our modeling presents three scenarios: - Bull scenario: Pear captures 0.92% of Hyperliquids volume predicting $980M weekly trading volume. - Base scenario: Pear captures 0.5% predicting $550M weekly trading volume. - Bear scenario: Pear captures 0.08% predicting $100M weekly trading volume"
[X Link](https://x.com/anyuser/status/1948068686570635754) 2025-07-23T17:12Z [----] followers, [----] engagements
"@DefiIgnas Happy to see you in governance ser 🫡"
[X Link](https://x.com/shaundadevens/status/1831696313307611275) 2024-09-05T14:10Z [----] followers, [---] engagements
"12/ The key risk lies in oracle design. Billion-dollar positions often rely on AMM-based oracles making them vulnerable to temporary price depegs. Such events (as seen with ezETH/ETH loops) can trigger cascading liquidations forcing lenders to sell collateral at steep discounts even when fully backed"
[X Link](https://x.com/anyuser/status/1953154467706356212) 2025-08-06T18:01Z [----] followers, [----] engagements
"Risk Free Airdrop Farming and funding fee for @HyperliquidX via delta neutral strategy 🧵👇"
[X Link](https://x.com/anyuser/status/1730746271948755029) 2023-12-02T00:30Z [----] followers, [----] engagements
"5/ Ethena's yield strategy therefore carries inherent volatility. This volatility creates demand for more predictable yield products: Pendles PT-loop strategy"
[X Link](https://x.com/shaundadevens/status/1953154350865629298) 2025-08-06T18:00Z [----] followers, [----] engagements
"@rasmr_eth @a1lon9 Guy with a learning disability has a suggestion for the dev team"
[X Link](https://x.com/shaundadevens/status/1950990578260328620) 2025-07-31T18:42Z [----] followers, [---] engagements
"thats fair - I think the supply overhang is the biggest doubt that still exists. again this is hard to quantify but based on all the actions of jeff/team nothing points towards them selling -- or if they do execution will be made to minimize price impact. they understand the success of the protocol is very deeply tied to the success of the token"
[X Link](https://x.com/anyuser/status/1956398029440999695) 2025-08-15T16:50Z [----] followers, [----] engagements
"8/ This has led Pendle and Ethena to form a highly symbiotic relationship. Pendle's TVL of $6.6B is heavily concentrated in Ethena's USDe market accounting for $4.01B (approximately 60%) of the entire protocol's TVL"
[X Link](https://x.com/anyuser/status/1953154400400363822) 2025-08-06T18:01Z [----] followers, [----] engagements
"5T MicroCap Evaluation Framework : A Smol🧵👇"
[X Link](https://x.com/anyuser/status/1511616209200254978) 2022-04-06T08:06Z [----] followers, [--] engagements
"only got [--] followers so the EV of winning is high vs someone with 100k plus"
[X Link](https://x.com/anyuser/status/1511059142752055296) 2022-04-04T19:12Z [----] followers, [--] engagements
"Holding an Asset is equivalent to purchasing that asset at the current price. Don't fall victim to the classic sunk cost fallacy - as a Holder always ask yourself : If I wasn't holding this coin currently would I still buy it If the answer is no - reallocate"
[X Link](https://x.com/anyuser/status/1648657742851129345) 2023-04-19T12:00Z [----] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@shaundadevens shaunda devens
shaunda devens posts on X about hyperliquid, token, crypto, growth the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] -21%
- [--] Month [-------] +125%
- [--] Months [---------] -77%
- [--] Year [---------] +631%
Mentions: [--] #
- [--] Week [--] -29%
- [--] Month [--] +38%
- [--] Months [---] +38%
- [--] Year [---] +219%
Followers: [-------] #
- [--] Week [-----] +11%
- [--] Month [-----] +20%
- [--] Months [-----] +48%
- [--] Year [-----] +134%
CreatorRank: [-------] #
Social Influence
Social category influence finance 35.68% cryptocurrencies 26.29% exchanges #789 technology brands 6.57% social networks 4.23% vc firms 2.35% currencies 1.88% travel destinations 0.94% stocks 0.94%
Social topic influence hyperliquid #39, token 7.51%, crypto #1192, growth 7.04%, usde 7.04%, hype 6.1%, in the 5.16%, liquidity 5.16%, trade 5.16%, rates 5.16%
Top accounts mentioned or mentioned by @rektfoodfarmer @louiscooper @defimaestro @drakeondigital @matrixthesun @defidami @digitscapital @0xspecter @nicknick2109 @blockworksres @hyperliquidx @metaperp @alteroder @pvpdottrade @pearprotocol @felixprotocol @hyperlendx @maplefinance @leakmealpha @celestiaorg
Top assets mentioned USDC (USDC) Ethereum (ETH) Celestia (TIA) Solana (SOL) Hyperliquid (HYPE) Chainlink (LINK) L7DEX (LSD) crvUSD (CRVUSD)
Top Social Posts
Top posts by engagements in the last [--] hours
"Hyperliquid quietly achieved the deepest top-of-book liquidity in crypto. At 1bps from mid Hyperliquid shows $3.1M of resting BTC depth vs Binance's $2.3M. HIP-3's silver market is similar: $33K vs Binance's $24K at the tightest level. (my quant is building a dashboard). Hyperliquid has quietly achieved an important milestone of becoming the most liquid venue for crypto price discovery in the world. See below for side by side comparison of BTC perps on Binance (left) and Hyperliquid (right). With HIP-3 teams leading the way Hyperliquid has also https://t.co/aJCFYjMoxV Hyperliquid has quietly"
X Link 2026-01-28T19:34Z [----] followers, 47.1K engagements
"Silver -17%. VXSLV back to COVID-crisis levels. Record COMEX volume. But markets close Friday. Crypto doesnt. Hyperliquid did $2.4B Silver in 24H with sub-1bp top-of-book spreads making it a top-3 market. Will HL lead price discovery for the worlds most traded commodities"
X Link 2026-01-30T15:34Z [----] followers, [----] engagements
"Even if HIP-4 captured 100% of Polymarket's volume the line item would add just 5% to HL revenue. Believe this highlights that: a) The scale of perp markets (including HIP-3) is massive. b) HL is undervalued at $7B vs Polymarkets $10b recent round"
X Link 2026-02-02T14:54Z [----] followers, 47.3K engagements
"@0xDataWolf chisel this quote into the walls of the citadel"
X Link 2026-02-10T14:27Z [----] followers, [--] engagements
"16/ On the orderbook side Hyperliquids HIP-3 reframes the exchange as infrastructure. Instead of listing every market itself Hyperliquid runs an auction-based system where external deployers win the right to list markets plug their oracle and mark parameters into HyperCore and keep 50% of fee revenue. Deployers inherit the same matching engine and risk stack across all markets which has enabled everything from trading cards to pre-IPOs with equity perps emerging as one of the strongest products"
X Link 2025-12-09T15:38Z [----] followers, [----] engagements
"Impressive weekend price action for SILVER on Hyperliquid The exchange ran continuous silver price discovery while COMEX was closed: 175k trades $257M notional over 48hrs. At Sunday's reopen COMEX uncrossed at $84.4(+69bps vs HL's $83.8) reverting $83.98 within [--] second"
X Link 2026-02-02T19:44Z [----] followers, 19.4K engagements
"RWA perps are scaling but still nascent relative to TradFi flows. Tokens (ex BTC) have been largely uninvestable which has capped volumes on exchanges. Removing this constraint and allowing RWAs to be traded opens the door to 100x volumes"
X Link 2026-02-09T15:46Z [----] followers, [----] engagements
"@ringwraith10 I trade on polymarket so I can pay [--] fees (buys a contract worth 1c for 10c)"
X Link 2026-02-12T20:16Z [----] followers, [---] engagements
"The right framing for prediction markets is they maximize the monetization of retail flow. By packaging complex binary-dated options as simple UP/DOWN bets MMs can extract far more spread per unit of retail turnover than in hyper-efficient perp/spot markets. ZOOMER POLYMARKET EXPANDS CRYPTO PRICE MARKETS ALLOWING USERS TO BET WHETHER COINS WILL TRADE UP OR DOWN IN THE NEXT [--] MINUTES: PRESS RELEASE ZOOMER POLYMARKET EXPANDS CRYPTO PRICE MARKETS ALLOWING USERS TO BET WHETHER COINS WILL TRADE UP OR DOWN IN THE NEXT [--] MINUTES: PRESS RELEASE"
X Link 2026-02-12T20:11Z [----] followers, 23.6K engagements
"HIP-3 Silver Microstructure: Hyperliquid vs. CME HIP-3 is scaling Hyperliquid beyond crypto with TradFi instruments now 31% of venue volume and daily notional above $5B. Silver is the most important of these flows and last Fridays violent move http://x.com/i/article/2019733351691702272 http://x.com/i/article/2019733351691702272"
X Link 2026-02-06T14:35Z [----] followers, 632.6K engagements
"Every chain needs a runner. The megaETH team is aware of this and IMO will emphasize the success of their early ecosystem projects. Looking at some opportunities on their chain and Huntertales at $1M FDV could be worth a punt. Today. 10PM UTC. Today. 10PM UTC"
X Link 2026-02-10T10:35Z [----] followers, [----] engagements
"@megaeth @playhuntertales ghunter"
X Link 2026-02-13T19:44Z [----] followers, [---] engagements
"DEFI is a game each project is nothing more than a vehicle to extract more $ETH. Emotionless Whales allocate capital systemically and drain $ETH from bag holders left wondering if Devs can do anything. A GIGA Guide to Playing DEFI : Rules Strategies Concepts - PART 1"
X Link 2023-04-10T08:21Z [----] followers, 25.2K engagements
"Debank Challenge Day 5: Swing trades Narrative plays and hidden $LSD gem @LouisCooper_ @rektfoodfarmer @Defi_Maestro @drakeondigital @DigitsCapital Introducing @matrixthesun and @defidami"
X Link 2023-04-10T19:09Z [----] followers, 20.5K engagements
"Debank Challenge Day 7: LSD - RWA narrative rotations microcap catalyst plays Hidden incentives and an All in trade. Some real alpha today. @LouisCooper_ @rektfoodfarmer @Defi_Maestro @drakeondigital @DigitsCapital @matrixthesun @defidami"
X Link 2023-04-12T17:52Z [----] followers, 55.6K engagements
"Debank Challenge Day [--] Shanghai Diverging investments Microcap scalping and crazy profits @LouisCooper_ @rektfoodfarmer @Defi_Maestro @drakeondigital @DigitsCapital @matrixthesun @defidami"
X Link 2023-04-14T17:24Z [----] followers, 63.8K engagements
"Debank Challenge Day 11: Outperforming Ethereum Bulls flip bearish Stable coin farming and New participants @LouisCooper_ @rektfoodfarmer @drakeondigital @Defi_Maestro @matrixthesun @defidami @DigitsCapital @crypto_linn @0x_Specter @Nicknick2109"
X Link 2023-04-16T17:29Z [----] followers, 22.1K engagements
"Debank Challenge Day 13: Meme coin season Arbitrum Eco and Consistent winners. @rektfoodfarmer @LouisCooper_ @drakeondigital @Defi_Maestro @matrixthesun @defidami @0x_Specter @Nicknick2109"
X Link 2023-04-18T20:29Z [----] followers, 12.2K engagements
"Holding an Asset is equivalent to purchasing that asset at the current price. Don't fall victim to the classic sunk cost fallacy - as a Holder always ask yourself : If I wasn't holding this coin currently would I still buy it If the answer is no - reallocate"
X Link 2023-04-19T12:00Z [----] followers, [----] engagements
"Debank Day [--] : Choppy Markets Sharp Drawbacks and an impactful GCR tweet. @rektfoodfarmer @LouisCooper_ @drakeondigital @Defi_Maestro @matrixthesun @0x_Specter @Nicknick2109 @defidami"
X Link 2023-04-20T18:34Z [----] followers, 16.7K engagements
"Looks like somebody is having a good day 😂 @rektfoodfarmer (Full portfolio updates tommorrow)"
X Link 2023-04-22T16:47Z [----] followers, 13.7K engagements
"Debank Challenge : Day [--] DevFoodFarmer crvUSD leaks and a memecoin trading playbook. @LouisCooper_ @rektfoodfarmer @drakeondigital @Defi_Maestro @matrixthesun @defidami @0x_Specter @Nicknick2109"
X Link 2023-04-23T19:31Z [----] followers, 27.4K engagements
"What happened with @TridentDAO $ARB allocation [--]. Monolith claims Trident sold $ARB to extend runway; in his words: "Trident does it again with the genius play Sold before the other DAOs read the fine print and realize the tokens cant be used for governance". This is false"
X Link 2023-04-25T13:07Z [----] followers, 91.3K engagements
"Debank Challenge Day 21: Merlin Rug Choppy markets Calm before the storm @LouisCooper_ @rektfoodfarmer @drakeondigital @Defi_Maestro @matrixthesun @0x_Specter @Nicknick2109"
X Link 2023-04-26T18:37Z [----] followers, 17.1K engagements
"Agile and Mercenary Capital will out perform Maximalism in Q3-Q4. Many Blockchains with large funding will launch heavy incentive programs to attract developers and TVL (Similar to 2021). Allocate towards chains benefiting from these incentives - and exit when rewards dry up"
X Link 2023-05-07T06:24Z [----] followers, 13.9K engagements
"With so many grifters in the space finding the right accounts to follow can be hard. Using @alphascan_xyz I found the top [--] accounts to follow based on the [--] day performance of the coins they mention. 🧵👇"
X Link 2023-05-09T08:02Z [----] followers, [----] engagements
"Critical Project Reviews: GND Protocol GND is the mother protocol of $Gmusd - a yield bearing stable coin and GND Protocol - a Uniswap v3 CLAMM yield farm. GND has been popular due to the real yield narrative - but is this really the case - or is it another propped up ponzi"
X Link 2023-05-11T06:49Z [----] followers, 51.6K engagements
"Crypto Market Wizards Ep [--] : Summary @TaikiMaeda2 and @CL207 [--]. CLs Journey [--]. Memorable Trades [--]. Current Cycle [--]. Crypto as a Game [--]. BLAST [--]. Fundamentals [--]. CLs Trading Style [--]. DEFI & RWA [--]. FT / CT [--]. CL trading [--]. Successful traders https://www.youtube.com/watchv=T3aHxp20v0s&ab_channel=TaikiMaeda https://www.youtube.com/watchv=T3aHxp20v0s&ab_channel=TaikiMaeda"
X Link 2023-11-26T15:36Z [----] followers, 11.1K engagements
"Banana Gun Olympics: Tracking the wallets that turned 1eth into 100k+ Thread 🧵👇 (Dashboard + Telegram Alerts Included"
X Link 2023-11-29T12:27Z [----] followers, [----] engagements
"Risk Free Airdrop Farming and funding fee for @HyperliquidX via delta neutral strategy 🧵👇"
X Link 2023-12-02T00:30Z [----] followers, [----] engagements
"Long-form article about decentralized perpetuals protocols: [--]. Perpetuals [--]. History of Defi (DEX and Derivative) [--]. Architecture & Landscape (including @HyperliquidX @dYdX @IntentX_ @GMX_IO) [--]. Protocol Comparison [--]. Catalysts https://mirror.xyz/shaunda.eth/aLALRZOg8_w8l1LwmZIK39CfzQz-qU0KFsSJiMpj7SA https://mirror.xyz/shaunda.eth/aLALRZOg8_w8l1LwmZIK39CfzQz-qU0KFsSJiMpj7SA"
X Link 2024-01-03T09:27Z [----] followers, 19.7K engagements
"Frens I am looking for an internship (analyst/researcher) in web3 to do as part of my business degree. Been in crypto for [--] years and hungry to make it my career. Please reach out in DMS. Example of my work: Please like & RT for visibility https://mirror.xyz/shaunda.eth/aLALRZOg8_w8l1LwmZIK39CfzQz-qU0KFsSJiMpj7SA https://mirror.xyz/shaunda.eth/aLALRZOg8_w8l1LwmZIK39CfzQz-qU0KFsSJiMpj7SA"
X Link 2024-01-15T10:10Z [----] followers, [----] engagements
"Some calculations for the HyperLiquid Airdrop 🧵 Fully Diluted Valuation: [----] Billion Calculated with sector average FDV/Volume ratios and predicted annualized volume"
X Link 2024-01-15T16:24Z [----] followers, [----] engagements
"The only way to value crypto is attention. Valuation frameworks (P/E DCF) are memes to construct narratives about why tokens are undervalued - there is no consensus on what actually matters. ETH is bullish due to high revenue and SOL is bullish because of low fees"
X Link 2024-01-17T16:19Z [----] followers, [----] engagements
"Using Uniswap v3 Pool architecture to predict price action of on-chain projects. A short explanation on how concentrated liquidity ranges create buy and sell walls to exert passive sell pressure:"
X Link 2024-04-17T18:37Z [----] followers, 15K engagements
"While huge sell walls (1770 ETH $5.5m USD) prevent ezETH from Re-Pegging large scale liquidations have wiped out most buy orders. Currently only [---] ETH ($1.25m) exists buy orders. A Thread on the current state of ezETH 🧵"
X Link 2024-04-25T17:20Z [----] followers, 10.9K engagements
"GCR on wice telegram. - Ppl without trading edge better off holding ETHE (26% discount) and selling ETF approval - 95% odds of eth ETF approval by [----] - Mentions high conviction tokens as almost guaranteed multiples - ppl are theatrical about getting rekt on April 13th"
X Link 2024-05-01T20:05Z [----] followers, 249.2K engagements
"ETHE is Greyscales Ethereum Trust. ETHE is backed by ETH but unredeemable so discounts/premiums between the NAV and market price exist. ETHE backed by $27.1 of ETH ETHE Price = $20.7 When ETF is approved (GCR gives 95% odds) ETH becomes redeemable and discount disappears"
X Link 2024-05-02T05:46Z [----] followers, [----] engagements
"Just sold the rest of my TIA I think the @CelestiaOrg $TIA ecosystem has a similar setup to the $SOL trade in [----] and I'll explain why. I think one of the reason SOL has done so well this cycle is because their ecosystem had a lot of resilient builders that decided to launch their tokens in 2023-24. This https://t.co/NthLyyrJGi I think the @CelestiaOrg $TIA ecosystem has a similar setup to the $SOL trade in [----] and I'll explain why. I think one of the reason SOL has done so well this cycle is because their ecosystem had a lot of resilient builders that decided to launch their tokens in"
X Link 2024-05-28T19:34Z [----] followers, 159K engagements
"@DefiIgnas Happy to see you in governance ser 🫡"
X Link 2024-09-05T14:10Z [----] followers, [---] engagements
"AAVE x Fluid: $4M strategic investment into DeFi's most capital-efficient lending protocol. Here's why we think this marks a turning point for DAO treasury management:"
X Link 2024-11-26T09:08Z [----] followers, 29.6K engagements
"Crypto Twitter alignment chart. who am I missing"
X Link 2024-12-24T11:13Z [----] followers, 553.5K engagements
"@0xsudogm @kelxyz_ @0xAnteater @lazyvillager1 @Husslin_ @Tim_4444 @based16z @salveboccaccio @simpelyfe @JoshuaDeuk @smartestmoney @real_y22 must follows"
X Link 2024-12-24T11:19Z [----] followers, 22.7K engagements
"@alteroder what is a fair assessment of someone who was vocally bearish and confident that the bull run was over at 60k"
X Link 2024-12-24T11:41Z [----] followers, [----] engagements
"@alteroder IMO he got lucky on XRP because he doesnt adapt and only trades old coins. Remember when he said SOL/ETH is down only and if its not he is washed He would rather trade Doge/LTC than own anything new"
X Link 2024-12-24T11:56Z [----] followers, [----] engagements
"Happy to match this. Also happy to bet $50k that the incentives designed by @gauntlet_xyz for Unichain will not be not recouped for Uniswap (through UVN validator revenue share). @inkymaze @Togbe0x You really are shameless but lets see if you have a spine. Ready to bet 50k$ that compound doesnt recoup the $ inversement of spent COMP at current price by revenue generated by this in a year. I nominate @cobie as escrow. My bet is a $50k deposit in Aave core instance and @inkymaze @Togbe0x You really are shameless but lets see if you have a spine. Ready to bet 50k$ that compound doesnt recoup the"
X Link 2025-03-09T11:38Z [----] followers, [----] engagements
"the past week I have endured severe and continuous harrassment at my work place. it had become common for senior members of staff to schedule meetings with me or to call me to their desk only for them to show me the HYPE chart and ridicule me in front of my peers. Sometimes as a joke they load up my wallet on the projector and display my negative PNL. Jokingly they bring a few stale pieces of bread to my desk since my poor portfolio performance doesnt allow me to join the team for lunch. A few days ago a trader from my work started messaging me some obscure FUD about Hyperliquid - citing"
X Link 2025-03-14T09:53Z [----] followers, 37.5K engagements
"@Cbb0fe Respect for bluring his name privacy is underrated in this industry"
X Link 2025-03-16T16:07Z [----] followers, 11.4K engagements
"Excited to have joined @blockworksres as a research analyst cant wait to continue to explore the frontiers of crypto markets. Also shoutout to my old team at @keyrock - awesome group of guys thankful for all the lessons learnt. Will share some ramblings I have about the space and why this is such an exciting time to be an investor: Total3 underperformance has been a positive for the space. Historically trading crypto was a keynesian beauty contest. Rising tides lift all boats - therefore narratives and sectors mattered more than asset selection. To make money in these environments you often"
X Link 2025-05-12T18:22Z [----] followers, 11.6K engagements
"500m FDV same valuation as our latest equity round Did Founders Fund actually buy tokens - or did they buy equity of the company building plasma (Similar to Uniswap labs investors) These [--] are not the same thing at all - and too many projects are raising equity rounds from VCs and only launching tokens as a GTM strategy. Sell VCs equity in your company and sell retail governance tokens which will accrue [--] value - same FDV but completely different instruments. Bonus points: airdrop your VCs and Labs entity some tokens so you control governance and use the community treasury to fund yourself."
X Link 2025-05-28T05:49Z [----] followers, 96.6K engagements
"This isnt necessarily a bad thing and might reflect a new emerging meta. Teams understand that token going up is the main factor in building a community. To recreate the Hyperliquid playbook they launch tokens with terms very favourable to retail investors. This is achieved by selling equity to Investors - and structuring future value accrual towards equity holders rather than token holders. The token launch is essentially just a vehicle for retail to speculate on and builds a user base that has tokens to use on your product. For investors/team as long as they arent diluted by the token you"
X Link 2025-05-28T11:33Z [----] followers, [----] engagements
"Top Hyperliquid Projects by Builder fees. @pvp_dot_trade dominating with 80% h/t @janklimo for the data"
X Link 2025-05-28T14:20Z [----] followers, 10.1K engagements
"Market is slowly understanding that TVL can be gamed and bloated tvl doesnt add anything to a chain except costs. How much of this stable / pseudo stable liquidity stays after incentives dry up and rewards drop 90-99% please just rip the bandaid off 1/ Participating in the @unichain incentives campaign We are [--] weeks in with $475M in TVL and $13.4B in cumulative volume for incentivized pools. TLDR for round [--] live since yesterday: Increased incentives towards stable & correlated pairs Reduced incentives towards https://t.co/xKs4j3czRA 1/ Participating in the @unichain incentives campaign We"
X Link 2025-05-28T15:53Z [----] followers, [----] engagements
"HyperLiquid's Passive Bid vs. Bitcoin ETF Demand The AF has accumulated 3.5% of circulating HYPE YTD 7x more than Bitcoin ETF vehicles which accumulated just 0.59% of BTC supply over the same period. HyperLiquid"
X Link 2025-05-29T15:00Z [----] followers, [----] engagements
"Pentoshi was moving billion dollar altcoins with his posts in [----] - now hes posting for a .2 sol loudio allocation @0x_ultra @stayloudio Loudio is the most egalitarian thing I've ever seen. its ambitious and if it works it could change the very fabric of our lives and maybe even society as a whole @0x_ultra @stayloudio Loudio is the most egalitarian thing I've ever seen. its ambitious and if it works it could change the very fabric of our lives and maybe even society as a whole"
X Link 2025-05-29T19:53Z [----] followers, [----] engagements
"Pear Protocol: 1/ Hyperliquid launch for pair trades through builder perps (6bps monetization on open and close) 2/ $5.8M circ marketcap $23.6M FDV with 44% to treasury. Down from ATH at 20M circ 3/ Pear did $20k weekly fees when built on Symmio - expect ATH when transitioning to Hyperliquid. Implies 10x P/S considering treasury as unauthorized stock 4/ 80% of revenue goes to stPEAR stakers. Current 7-day APR is 17.6%. 109M Pear staked currently. Annualized fee projections range from $219k to $2.19M (adding 8-80% APR) 5/ Holder distribution solid with largest holder owning only 0.36% ($85k)."
X Link 2025-05-30T07:44Z [----] followers, [----] engagements
"Hyperliquids 30-day rolling average revenue is at all-time highs climbing to $2.3 million ( $840 million annualized run-rate). [--] / [--] of its $3m revenue days have occured in May. At current rates the AF is buying 7.6% of the circulating supply yearly. Hyperliquid"
X Link 2025-05-31T16:14Z [----] followers, [----] engagements
"In the run-up to last years Solana summer pre-TGE projects airdropped over $1.5 B to early users. With @felixprotocol @pvp_dot_trade @hyperlendx @HypurrFi all running their own points program - will we see a similar distribution for Hyperliquids L1 ecosystem"
X Link 2025-06-01T11:51Z [----] followers, 14.6K engagements
"With HYPE soon trading on and perps already live on Binance a spot listing is likely to follow. @0xMether's research on Binance spot premiums: tokens average 63.6% gains on listing (26% median) with 7-day sustaining at 29.2%. Hyperliquid http://Binance.US The $HYPE is real. Spot trading for @HyperliquidX is coming soon to https://t.co/AZwoBOh0gq. Follow us to get notified when our new listing goes live. https://t.co/CrpenFv2uh http://Binance.US The $HYPE is real. Spot trading for @HyperliquidX is coming soon to https://t.co/AZwoBOh0gq. Follow us to get notified when our new listing goes live."
X Link 2025-06-02T20:17Z [----] followers, 22.7K engagements
"With Pump raising $1b at $4B FDV this could either be the trenches' final liquidity drain - or the start of the next memecoin supercycle. This thread breaks down valuations growth revenue correlations and buyback projections:"
X Link 2025-06-04T11:27Z [----] followers, [----] engagements
"Our @blockworksres subs already knew this was coming. Hyperliquid"
X Link 2025-06-11T15:00Z [----] followers, [----] engagements
"Contrast Circle's S1 filing w 200+ pages of fundamentals risks and revenue vs Plasma that got $1B in deposits where users dont even know the initial Float let alone value accrual / tokenomics. Open access to info is a must in this Industry - and should become a standard. 0/ Token markets are broken & suffer from information asymmetry & hidden risks. We're changing that. Introducing the Token Transparency Framework a new standard for leveling the playing field. https://t.co/VlcIqTcxmq 0/ Token markets are broken & suffer from information asymmetry & hidden risks. We're changing that."
X Link 2025-06-18T13:10Z [----] followers, [----] engagements
"Rapid growth at @maplefinance created a rare bottleneck. Deposits into Syrup pools outpaced new loan originations causing a dip in capital efficiency (USDC was in short term liq rather than institutional loans). The past weeks show a correction w utilization back above 80%"
X Link 2025-06-18T17:30Z [----] followers, [----] engagements
"Just like HIP-3 deployers will buy 1m Hype stake to participate in perp auctions I have high conviction that we will see consumer layer applications (e.g Phantom) buy and stake HYPE. This is due to the staking referral program lets builders and referrers who stake HYPE earn up to 100% of the difference between their own trading fee discount and that of their referred user. This is just one aspect of Hyperliquids economic distribution model of their performant orderbooks. All three layers (which we outlined in previous reports) bring value back to HYPE. Infrastructure layer: Core to"
X Link 2025-07-11T06:43Z [----] followers, 20K engagements
"1/ @Pear_Protocol a market-neutral relative-value trading platform has strategically pivoted to integrate with HyperCore. We break down its recent funding round potential tokenomics shift volumes and valuations:"
X Link 2025-07-23T17:11Z [----] followers, 33.4K engagements
"2/ Originally launched on GMX and Symmio Pear Protocol offers streamlined single-click long-short pair trading with up to 60x leverage. Unlike isolated margin (individual liquidation risk) or cross-margin (single liquidation threshold) Pear's Cross-Leg Engine optimizes collateral and mitigates risks through correlation analysis of paired assets"
X Link 2025-07-23T17:11Z [----] followers, [----] engagements
"4/ Pears shift to Hyperliquid leverages the platforms 80% share of decentralized perpetual trading volumes. Pear's integration into Hypercore still in closed beta has already generated $12.8M weekly volume suggesting strong latent demand. Hyperliquids HIP-3 introduces 280+ markets annually but lacks customizable collateral options uniquely positioning Pear as a provider of flexible cross-collateral pair trading for these new markets"
X Link 2025-07-23T17:12Z [----] followers, [----] engagements
"5/ Valuation metrics remain compelling: Even before public launch on Hypercore Pear trades at a circulating P/S ratio of 13x ($6.6M market cap) and 30x FDV ($17M) Tokenomics strongly favor holders offering 80% revenue sharing translating to 20% staking APY alongside potential governance-driven buyback-and-burn mechanisms"
X Link 2025-07-23T17:12Z [----] followers, [----] engagements
"8/ Our modeling presents three scenarios: - Bull scenario: Pear captures 0.92% of Hyperliquids volume predicting $980M weekly trading volume. - Base scenario: Pear captures 0.5% predicting $550M weekly trading volume. - Bear scenario: Pear captures 0.08% predicting $100M weekly trading volume"
X Link 2025-07-23T17:12Z [----] followers, [----] engagements
"9/ For comprehensive analysis detailed valuation projections token unlock schedules and further insights read the full report on @blockworksres"
X Link 2025-07-23T17:12Z [----] followers, [----] engagements
"Silently borrow demand continues to grow on @maplefinance. Syrup pools are back to near 100% utilization from a 55% low in June. With active loans to institutions yielding higher APYs than idle capital Syrup may be gearing up for its next leg of growth"
X Link 2025-07-24T14:33Z [----] followers, [----] engagements
"Great to see the floodgates finally open. Solid protocol and team with clear PMF that will only continue to grow with the HL ecosystem. Good things come to those who wait. PEAR PROTOCOL HYPERLIQUID ENGINE IS LIVE Trade at https://t.co/cwvpmBNnbD https://t.co/oz8VR05Ie7 Good things come to those who wait. PEAR PROTOCOL HYPERLIQUID ENGINE IS LIVE Trade at https://t.co/cwvpmBNnbD https://t.co/oz8VR05Ie7"
X Link 2025-07-28T15:12Z [----] followers, [----] engagements
"1/ @Resolvlabs a dual-tranche delta-neutral stablecoin engine just activated a 10% protocol fee-share potentially positioning itself as Beta for Ethena's rapid growth. We break down mechanics yields growth unlocks & valuation:"
X Link 2025-07-28T18:45Z [----] followers, 12.9K engagements
"Hyperliquid's recent outage also served as a stress test for Hypercore. With an average of [----] transactions per block (highest was 16000) and a median block time of 72ms Hypercore is now back to processing around [-----] TPS"
X Link 2025-07-29T16:20Z [----] followers, [----] engagements
"What makes Ethena's $3.1B growth in under [--] days even more impressive is it unfolded against a backdrop of modest ETH funding rates. Following a fee switch aligning revenue to ENA and markets turning frothy ENA becomes an extremely reflexive asset. USDe supply is up $3.1 billion in [--] days with more inflows than: -all BTC ETFs combined -every BTC ETF including IBIT -every ETH ETF including ETHA And rates aren't even near froth yet https://t.co/omKYykQMgQ USDe supply is up $3.1 billion in [--] days with more inflows than: -all BTC ETFs combined -every BTC ETF including IBIT -every ETH ETF"
X Link 2025-07-31T12:12Z [----] followers, [----] engagements
"USDC on Hyperliquid is cool but HyperEVM already has a treasury-backed stablecoin with @felixprotocol's @usd_hl backed by T-bills w/ daily attestations and proof of reserves. and instead of making Jeremy and Tradfi richer the T-bill yield is used to buy and distribute HYPE"
X Link 2025-07-31T12:44Z [----] followers, [----] engagements
"@rasmr_eth @a1lon9 Guy with a learning disability has a suggestion for the dev team"
X Link 2025-07-31T18:42Z [----] followers, [---] engagements
"1/ Ethena's USDe supply is up $3.7B in just [--] days driven primarily by the Pendle-Aave PT-USDe looping strategy. With $4.3B (60% of total USDe) now locked in Pendle and $3B deposited in Aave here's a breakdown of the PT loop mechanics growth vectors and potential risks:"
X Link 2025-08-06T18:00Z [----] followers, 212.8K engagements
"2/ USDe is a decentralized stablecoin pegged to USD maintaining its peg via delta-neutral hedging using ETH perpetual futures. This hedging allows USDe to algorithmically stabilize its price generating yield through both spot staking and futures funding rates"
X Link 2025-08-06T18:00Z [----] followers, 11.6K engagements
"3/ Yields from this strategy exhibit high volatility due to their dependence on funding rates (USDe YTD yield is 9.4% with a stdv of 4.4pp). Funding rates are driven by the premium or discount between the perpetual futures price and the underlying ETH spot price ("mark price"). When bullish sentiment rises traders aggressively open leveraged long positions temporarily driving perpetual prices above the mark price. Positive funding rates then incentivize MMs to step in shorting the perp and hedging with spot"
X Link 2025-08-06T18:00Z [----] followers, 17.1K engagements
"4/ However funding is not guaranteed. In bearish sentiment periods funding can turn negative driven by increased short positions pushing ETH perp prices below the ETH mark price. For example AUCTION-USDT recently experienced a severe dislocation caused by spot buying and perp selling creating a Spot premium resulting in a -2% 8-hour funding rate (2195% annualized)"
X Link 2025-08-06T18:00Z [----] followers, 10.4K engagements
"5/ Ethena's yield strategy therefore carries inherent volatility. This volatility creates demand for more predictable yield products: Pendles PT-loop strategy"
X Link 2025-08-06T18:00Z [----] followers, [----] engagements
"6/ Pendle is an AMM that splits yield-bearing assets into two tokens: -PT (Principal Token): Redeemable at maturity for exactly [--] USDe. -YT (Yield Token): Captures all yield generated by the underlying asset until maturity. Taking PT-USDe expiring on September 16th as an example: the PT token trades at a discount relative to its maturity value (1 USDe) effectively behaving like a zero-coupon bond. The difference between the current PT price and its face value adjusted for the time until maturity indicates the implied annual yield (YT APY)"
X Link 2025-08-06T18:01Z [----] followers, [----] engagements
"8/ This has led Pendle and Ethena to form a highly symbiotic relationship. Pendle's TVL of $6.6B is heavily concentrated in Ethena's USDe market accounting for $4.01B (approximately 60%) of the entire protocol's TVL"
X Link 2025-08-06T18:01Z [----] followers, [----] engagements
"9/ Pendle solved USDes volatility issue but capital efficiency remained constrained. YT buyers efficiently gain yield exposure while PT holders shorting variable yields must lock $1 collateral per PT token limiting returns to a small yield spread"
X Link 2025-08-06T18:01Z [----] followers, [----] engagements
"10/ The next evolution involved leveraged looping on money markets a common carry-trade strategy that increases yields by repeatedly borrowing and redepositing collateral. For example: -Deposit sUSDe -Borrow USDC at a 93% LTV -Swap borrowed USDC back into sUSDe Repeat the process compounding returns achieving 10x effective leverage"
X Link 2025-08-06T18:01Z [----] followers, [----] engagements
"12/ The key risk lies in oracle design. Billion-dollar positions often rely on AMM-based oracles making them vulnerable to temporary price depegs. Such events (as seen with ezETH/ETH loops) can trigger cascading liquidations forcing lenders to sell collateral at steep discounts even when fully backed"
X Link 2025-08-06T18:01Z [----] followers, [----] engagements
"24/ In summary Aave's underwriting of USDe (pegged to USDT with capped discounts) has enabled a highly profitable looping strategy via Pendle PT-USDe. However increasing leverage also creates interconnected risks across Aave and Pendle and Ethena"
X Link 2025-08-06T18:02Z [----] followers, [----] engagements
"Chainlink Reserve is a huge step for LINK which has historically seen impressive revenues completely seperated from token holders. With $1.1M (65k $LINK) accumulated in just 24H it will be very interesting to monitor these flows. We're excited to announce the launch of the Chainlink Reserve a new upgrade centered on the creation of a strategic onchain reserve of LINK tokens. https://t.co/ENs52Qjnn2 The Chainlink Reserve is designed to support the long-term growth and sustainability of the Chainlink https://t.co/vUElyovvYs We're excited to announce the launch of the Chainlink Reserve a new"
X Link 2025-08-07T13:12Z [----] followers, 24.2K engagements
".@blockworksres is making the 0xResearch newsletter better than ever before. @Kunallegendd and I covered ETF flows treasury firms testing mNAV limits and @heavendex's $27M raise Plus recommended reading from @payy_link and @angstromxyz https://blockworks-research.beehiiv.com/p/another-day-another-launchpad https://blockworks-research.beehiiv.com/p/another-day-another-launchpad"
X Link 2025-08-07T16:48Z [----] followers, 20.1K engagements
"Presented without comment"
X Link 2025-08-13T07:29Z [----] followers, 64.1K engagements
"Bottom. Hyperliquid"
X Link 2025-08-15T04:36Z [----] followers, [----] engagements
"thats fair - I think the supply overhang is the biggest doubt that still exists. again this is hard to quantify but based on all the actions of jeff/team nothing points towards them selling -- or if they do execution will be made to minimize price impact. they understand the success of the protocol is very deeply tied to the success of the token"
X Link 2025-08-15T16:50Z [----] followers, [----] engagements
"1/ At current buyback rates @heavendex Flywheel buybacks have a daily +63% impact on the price of LIGHT. Breaking down the math behind Heavens Flywheel:"
X Link 2025-08-18T17:24Z [----] followers, 87.2K engagements
"2/ AMM liquidity pools work on a constant product rule: x y = k (where x = USDC in the pool y = LIGHT in the pool k = invariant product). When someone buys LIGHT with USDC: USDC (x) is added to the pool LIGHT (y) is removed from the pool The new price is simply p = x / y E.g. if a pool starts with [---] USDC and [---] LIGHT price = $1. If someone buys [--] LIGHT reserves shift and the new ratio sets a higher price than $1 increasing price"
X Link 2025-08-18T17:24Z [----] followers, [----] engagements
"6/ This compounds over time and the folliowing figure shows how these will effect the price. One week of buybacks would cause a 774% increase to $1.14 / LIGHT"
X Link 2025-08-18T17:24Z [----] followers, [----] engagements
"7/ While these projections illustrate the reflexive power of buybacks thin low liquidity works in both directions. Large presale sellers can create the same same outsides moves to the downside however with initiatives like stargate Heaven could be positioned to do well"
X Link 2025-08-18T17:24Z [----] followers, [----] engagements
"Aave's integration with Chainlink's Smart Value Recapture is already delivering meaningful results successfully capturing more than 70% of Oracle Extractable Value and achieving peak a weekly recapture of $248k"
X Link 2025-08-20T13:25Z [----] followers, 42.1K engagements
"1/ With Hyperliquids 31% airdrop setting a precedent for community ethos we expect ecosystem projects to follow with their own distributions. We break down why @felixprotocol and @HyperLendx offer some of the clearest risk-adjusted ways to capture HyperEVM upside:"
X Link 2025-08-21T13:24Z [----] followers, 26.2K engagements
"17/ @tradexyz is the vertical integration of @unitxyz existing infrastructure dominance. Under HIP-2 Hyperliquid outsourced spot listings and Unit captured that layer by building custody and bridging rails for majors like UBTC and UETH turning itself into the default spot gateway. HIP-3 repeats the pattern on derivatives: by solving the listing and maintenance layer for equity perps on top of shared HyperCore infra Trade extends Units services into execution making it the natural incumbent rather than a new entrant. https://twitter.com/i/web/status/1998416950469529972"
X Link 2025-12-09T15:38Z [----] followers, [----] engagements
"It seems this has been unnoticed since many projects are trading at a marketcap LESS than the amount of $GLMR they will recieve through grants. The proposal is as following: [--]. BeamSwap to be awarded [------] GLMR [--]. DAM Finance to be awarded [------] GLMR"
X Link 2023-04-12T17:52Z [----] followers, [----] engagements
"3. Prime Protocol to be awarded [-------] GLMR [--]. Stellaswap to be awarded [-------] GLMR [-----] GLMR to be added to the Community Grants Budget Stella swap is entitled too [-------] GLMR ($631446) in tranch one and trades at a marketcap of $1m https://moonbeam.polkassembly.network/referendum/91 https://moonbeam.polkassembly.network/referendum/91"
X Link 2023-04-12T17:52Z [----] followers, [----] engagements
"Flirting with $50 HYPE trades at 8.3x P/E vs. 31x for Coinbase and 56x for Robinhood despite Hyperliquid processing $319B in July outpacing Robinhoods $209B. With HIP3 Builder Codes HyperEVM tailwinds and the AF TWAP this dislocation seems unlikely to last. Hyperliquid"
X Link 2025-08-15T14:38Z [----] followers, 37.9K engagements
"HIP-3 Silver Microstructure: Hyperliquid vs. CME HIP-3 is scaling Hyperliquid beyond crypto with TradFi instruments now 31% of venue volume and daily notional above $5B. Silver is the most important of these flows and last Fridays violent move http://x.com/i/article/2019733351691702272 http://x.com/i/article/2019733351691702272"
X Link 2026-02-06T14:35Z [----] followers, 632.6K engagements
"Crypto Twitter alignment chart. who am I missing"
X Link 2024-12-24T11:13Z [----] followers, 553.5K engagements
"GCR on wice telegram. - Ppl without trading edge better off holding ETHE (26% discount) and selling ETF approval - 95% odds of eth ETF approval by [----] - Mentions high conviction tokens as almost guaranteed multiples - ppl are theatrical about getting rekt on April 13th"
X Link 2024-05-01T20:05Z [----] followers, 249.2K engagements
"1/ Ethena's USDe supply is up $3.7B in just [--] days driven primarily by the Pendle-Aave PT-USDe looping strategy. With $4.3B (60% of total USDe) now locked in Pendle and $3B deposited in Aave here's a breakdown of the PT loop mechanics growth vectors and potential risks:"
X Link 2025-08-06T18:00Z [----] followers, 212.8K engagements
"Just sold the rest of my TIA I think the @CelestiaOrg $TIA ecosystem has a similar setup to the $SOL trade in [----] and I'll explain why. I think one of the reason SOL has done so well this cycle is because their ecosystem had a lot of resilient builders that decided to launch their tokens in 2023-24. This https://t.co/NthLyyrJGi I think the @CelestiaOrg $TIA ecosystem has a similar setup to the $SOL trade in [----] and I'll explain why. I think one of the reason SOL has done so well this cycle is because their ecosystem had a lot of resilient builders that decided to launch their tokens in"
X Link 2024-05-28T19:34Z [----] followers, 159K engagements
"I think the @CelestiaOrg $TIA ecosystem has a similar setup to the $SOL trade in [----] and I'll explain why. I think one of the reason SOL has done so well this cycle is because their ecosystem had a lot of resilient builders that decided to launch their tokens in 2023-24. This created a lot of incentives for users to experiment on the chain in the hopes of being compensated with airdrops. The airdrop narrative was a way for Solana to acquire users and given the superior UI/UX to EVM chains they were able to retain them. Retention led to memecoins doing well forming a strong community that"
X Link 2024-05-28T19:25Z 114.1K followers, 297.2K engagements
"Giving away a Gen [--] Hero (Worth $350) [--]. Follow me [--]. Like and Retweet [--]. Tag [--] friends $JEWEL $DFK $ONE $AVAX"
X Link 2022-04-04T19:11Z [----] followers, [----] engagements
"I saw a homeless man today begging for money. Instead of giving him money I showed him the twitter account im going to be sharing alpha on. He started crying and said "thank you kind sir. You were the first to understand that the thing I was really hungry for was knowledge.""
X Link 2022-04-04T11:48Z [----] followers, [---] engagements
"1/ At current buyback rates @heavendex Flywheel buybacks have a daily +63% impact on the price of LIGHT. Breaking down the math behind Heavens Flywheel:"
X Link 2025-08-18T17:24Z [----] followers, 87.2K engagements
"Presented without comment"
X Link 2025-08-13T07:29Z [----] followers, 64.1K engagements
"500m FDV same valuation as our latest equity round Did Founders Fund actually buy tokens - or did they buy equity of the company building plasma (Similar to Uniswap labs investors) These [--] are not the same thing at all - and too many projects are raising equity rounds from VCs and only launching tokens as a GTM strategy. Sell VCs equity in your company and sell retail governance tokens which will accrue [--] value - same FDV but completely different instruments. Bonus points: airdrop your VCs and Labs entity some tokens so you control governance and use the community treasury to fund yourself."
X Link 2025-05-28T05:49Z [----] followers, 96.6K engagements
"The financial system of tomorrow. Owned by you. Announcing the XPL public sale using Sonar by @echodotxyz. 10% of XPL will be sold at a $500M FDV the same valuation as our latest equity round with Founders Fund"
X Link 2025-05-27T14:24Z 232.9K followers, 1.2M engagements
"Chainlink Reserve is a huge step for LINK which has historically seen impressive revenues completely seperated from token holders. With $1.1M (65k $LINK) accumulated in just 24H it will be very interesting to monitor these flows. We're excited to announce the launch of the Chainlink Reserve a new upgrade centered on the creation of a strategic onchain reserve of LINK tokens. https://t.co/ENs52Qjnn2 The Chainlink Reserve is designed to support the long-term growth and sustainability of the Chainlink https://t.co/vUElyovvYs We're excited to announce the launch of the Chainlink Reserve a new"
X Link 2025-08-07T13:12Z [----] followers, 24.2K engagements
"We're excited to announce the launch of the Chainlink Reserve a new upgrade centered on the creation of a strategic onchain reserve of LINK tokens. The Chainlink Reserve is designed to support the long-term growth and sustainability of the Chainlink Network by accumulating LINK tokens using offchain revenue from large enterprises that are adopting the Chainlink standard and from onchain service usage. The Chainlink Reserve is being built up by using Payment Abstraction to convert offchain and onchain revenue into LINK using a combination of Chainlink services and decentralized exchange"
X Link 2025-08-07T13:00Z 1.4M followers, 4.9M engagements
"Flirting with $50 HYPE trades at 8.3x P/E vs. 31x for Coinbase and 56x for Robinhood despite Hyperliquid processing $319B in July outpacing Robinhoods $209B. With HIP3 Builder Codes HyperEVM tailwinds and the AF TWAP this dislocation seems unlikely to last. Hyperliquid"
X Link 2025-08-15T14:38Z [----] followers, 37.9K engagements
"the past week I have endured severe and continuous harrassment at my work place. it had become common for senior members of staff to schedule meetings with me or to call me to their desk only for them to show me the HYPE chart and ridicule me in front of my peers. Sometimes as a joke they load up my wallet on the projector and display my negative PNL. Jokingly they bring a few stale pieces of bread to my desk since my poor portfolio performance doesnt allow me to join the team for lunch. A few days ago a trader from my work started messaging me some obscure FUD about Hyperliquid - citing"
X Link 2025-03-14T09:53Z [----] followers, 37.5K engagements
"Just like HIP-3 deployers will buy 1m Hype stake to participate in perp auctions I have high conviction that we will see consumer layer applications (e.g Phantom) buy and stake HYPE. This is due to the staking referral program lets builders and referrers who stake HYPE earn up to 100% of the difference between their own trading fee discount and that of their referred user. This is just one aspect of Hyperliquids economic distribution model of their performant orderbooks. All three layers (which we outlined in previous reports) bring value back to HYPE. Infrastructure layer: Core to"
X Link 2025-07-11T06:43Z [----] followers, 20K engagements
"1/ @Pear_Protocol a market-neutral relative-value trading platform has strategically pivoted to integrate with HyperCore. We break down its recent funding round potential tokenomics shift volumes and valuations:"
X Link 2025-07-23T17:11Z [----] followers, 33.4K engagements
"AAVE x Fluid: $4M strategic investment into DeFi's most capital-efficient lending protocol. Here's why we think this marks a turning point for DAO treasury management:"
X Link 2024-11-26T09:08Z [----] followers, 29.6K engagements
"1/ With Hyperliquids 31% airdrop setting a precedent for community ethos we expect ecosystem projects to follow with their own distributions. We break down why @felixprotocol and @HyperLendx offer some of the clearest risk-adjusted ways to capture HyperEVM upside:"
X Link 2025-08-21T13:24Z [----] followers, 26.2K engagements
"Debank Challenge Day [--] Shanghai Diverging investments Microcap scalping and crazy profits @LouisCooper_ @rektfoodfarmer @Defi_Maestro @drakeondigital @DigitsCapital @matrixthesun @defidami"
X Link 2023-04-14T17:24Z [----] followers, 63.8K engagements
"Debank Challenge Day 7: LSD - RWA narrative rotations microcap catalyst plays Hidden incentives and an All in trade. Some real alpha today. @LouisCooper_ @rektfoodfarmer @Defi_Maestro @drakeondigital @DigitsCapital @matrixthesun @defidami"
X Link 2023-04-12T17:52Z [----] followers, 55.6K engagements
"Aave's integration with Chainlink's Smart Value Recapture is already delivering meaningful results successfully capturing more than 70% of Oracle Extractable Value and achieving peak a weekly recapture of $248k"
X Link 2025-08-20T13:25Z [----] followers, 42.1K engagements
"With HYPE soon trading on and perps already live on Binance a spot listing is likely to follow. @0xMether's research on Binance spot premiums: tokens average 63.6% gains on listing (26% median) with 7-day sustaining at 29.2%. Hyperliquid http://Binance.US The $HYPE is real. Spot trading for @HyperliquidX is coming soon to https://t.co/AZwoBOh0gq. Follow us to get notified when our new listing goes live. https://t.co/CrpenFv2uh http://Binance.US The $HYPE is real. Spot trading for @HyperliquidX is coming soon to https://t.co/AZwoBOh0gq. Follow us to get notified when our new listing goes live."
X Link 2025-06-02T20:17Z [----] followers, 22.7K engagements
"The $HYPE is real. Spot trading for @HyperliquidX is coming soon to Follow us to get notified when our new listing goes live. http://Binance.US http://Binance.US"
X Link 2025-06-02T19:35Z 551.7K followers, 831.1K engagements
"Long-form article about decentralized perpetuals protocols: [--]. Perpetuals [--]. History of Defi (DEX and Derivative) [--]. Architecture & Landscape (including @HyperliquidX @dYdX @IntentX_ @GMX_IO) [--]. Protocol Comparison [--]. Catalysts https://mirror.xyz/shaunda.eth/aLALRZOg8_w8l1LwmZIK39CfzQz-qU0KFsSJiMpj7SA https://mirror.xyz/shaunda.eth/aLALRZOg8_w8l1LwmZIK39CfzQz-qU0KFsSJiMpj7SA"
X Link 2024-01-03T09:27Z [----] followers, 19.7K engagements
"Excited to have joined @blockworksres as a research analyst cant wait to continue to explore the frontiers of crypto markets. Also shoutout to my old team at @keyrock - awesome group of guys thankful for all the lessons learnt. Will share some ramblings I have about the space and why this is such an exciting time to be an investor: Total3 underperformance has been a positive for the space. Historically trading crypto was a keynesian beauty contest. Rising tides lift all boats - therefore narratives and sectors mattered more than asset selection. To make money in these environments you often"
X Link 2025-05-12T18:22Z [----] followers, 11.6K engagements
"Using Uniswap v3 Pool architecture to predict price action of on-chain projects. A short explanation on how concentrated liquidity ranges create buy and sell walls to exert passive sell pressure:"
X Link 2024-04-17T18:37Z [----] followers, 15K engagements
"Debank Challenge Tracking Day 1: Diving Deeper into the portfolios of crypto-twitters Giga Brains. Including: @LouisCooper_ @rektfoodfarmer @Defi_Maestro @drakeondigital @DigitsCapital"
X Link 2023-04-07T17:07Z [----] followers, 27.4K engagements
"$PARTY is a new Defi project utilizes game theory competition to allow users to strategically compete for the highest yields. With its innovative approach to staking @Pool_Partyyy has quickly become one of the most hyped launches on CT. But how do you play to win"
X Link 2023-04-08T09:44Z [----] followers, 27.2K engagements
"DEFI is a game each project is nothing more than a vehicle to extract more $ETH. Emotionless Whales allocate capital systemically and drain $ETH from bag holders left wondering if Devs can do anything. A GIGA Guide to Playing DEFI : Rules Strategies Concepts - PART 1"
X Link 2023-04-10T08:21Z [----] followers, 25.2K engagements
"@0xsudogm @kelxyz_ @0xAnteater @lazyvillager1 @Husslin_ @Tim_4444 @based16z @salveboccaccio @simpelyfe @JoshuaDeuk @smartestmoney @real_y22 must follows"
X Link 2024-12-24T11:19Z [----] followers, 22.7K engagements
"Top Hyperliquid Projects by Builder fees. @pvp_dot_trade dominating with 80% h/t @janklimo for the data"
X Link 2025-05-28T14:20Z [----] followers, 10.1K engagements
"Silently borrow demand continues to grow on @maplefinance. Syrup pools are back to near 100% utilization from a 55% low in June. With active loans to institutions yielding higher APYs than idle capital Syrup may be gearing up for its next leg of growth"
X Link 2025-07-24T14:33Z [----] followers, [----] engagements
"What happened with @TridentDAO $ARB allocation [--]. Monolith claims Trident sold $ARB to extend runway; in his words: "Trident does it again with the genius play Sold before the other DAOs read the fine print and realize the tokens cant be used for governance". This is false"
X Link 2023-04-25T13:07Z [----] followers, 91.3K engagements
"1/ @Resolvlabs a dual-tranche delta-neutral stablecoin engine just activated a 10% protocol fee-share potentially positioning itself as Beta for Ethena's rapid growth. We break down mechanics yields growth unlocks & valuation:"
X Link 2025-07-28T18:45Z [----] followers, 12.9K engagements
"@Cbb0fe Respect for bluring his name privacy is underrated in this industry"
X Link 2025-03-16T16:07Z [----] followers, 11.4K engagements
"Critical Project Reviews: GND Protocol GND is the mother protocol of $Gmusd - a yield bearing stable coin and GND Protocol - a Uniswap v3 CLAMM yield farm. GND has been popular due to the real yield narrative - but is this really the case - or is it another propped up ponzi"
X Link 2023-05-11T06:49Z [----] followers, 51.6K engagements
"In the run-up to last years Solana summer pre-TGE projects airdropped over $1.5 B to early users. With @felixprotocol @pvp_dot_trade @hyperlendx @HypurrFi all running their own points program - will we see a similar distribution for Hyperliquids L1 ecosystem"
X Link 2025-06-01T11:51Z [----] followers, 14.6K engagements
"With Pump raising $1b at $4B FDV this could either be the trenches' final liquidity drain - or the start of the next memecoin supercycle. This thread breaks down valuations growth revenue correlations and buyback projections:"
X Link 2025-06-04T11:27Z [----] followers, [----] engagements
".@blockworksres is making the 0xResearch newsletter better than ever before. @Kunallegendd and I covered ETF flows treasury firms testing mNAV limits and @heavendex's $27M raise Plus recommended reading from @payy_link and @angstromxyz https://blockworks-research.beehiiv.com/p/another-day-another-launchpad https://blockworks-research.beehiiv.com/p/another-day-another-launchpad"
X Link 2025-08-07T16:48Z [----] followers, 20.1K engagements
"@alteroder what is a fair assessment of someone who was vocally bearish and confident that the bull run was over at 60k"
X Link 2024-12-24T11:41Z [----] followers, [----] engagements
"Debank Challenge Day 5: Swing trades Narrative plays and hidden $LSD gem @LouisCooper_ @rektfoodfarmer @Defi_Maestro @drakeondigital @DigitsCapital Introducing @matrixthesun and @defidami"
X Link 2023-04-10T19:09Z [----] followers, 20.5K engagements
"@harmonyprotocol Has harmony protocol made a single competent decision $1m is a joke and why would the hacker take the risk of communicating via email"
X Link 2022-06-26T05:58Z [----] followers, [--] engagements
"Crypto Market Wizards Ep [--] : Summary @TaikiMaeda2 and @CL207 [--]. CLs Journey [--]. Memorable Trades [--]. Current Cycle [--]. Crypto as a Game [--]. BLAST [--]. Fundamentals [--]. CLs Trading Style [--]. DEFI & RWA [--]. FT / CT [--]. CL trading [--]. Successful traders https://www.youtube.com/watchv=T3aHxp20v0s&ab_channel=TaikiMaeda https://www.youtube.com/watchv=T3aHxp20v0s&ab_channel=TaikiMaeda"
X Link 2023-11-26T15:36Z [----] followers, 11.1K engagements
"Debank Challenge Day 11: Outperforming Ethereum Bulls flip bearish Stable coin farming and New participants @LouisCooper_ @rektfoodfarmer @drakeondigital @Defi_Maestro @matrixthesun @defidami @DigitsCapital @crypto_linn @0x_Specter @Nicknick2109"
X Link 2023-04-16T17:29Z [----] followers, 22.1K engagements
"Agile and Mercenary Capital will out perform Maximalism in Q3-Q4. Many Blockchains with large funding will launch heavy incentive programs to attract developers and TVL (Similar to 2021). Allocate towards chains benefiting from these incentives - and exit when rewards dry up"
X Link 2023-05-07T06:24Z [----] followers, 13.9K engagements
"Pear Protocol: 1/ Hyperliquid launch for pair trades through builder perps (6bps monetization on open and close) 2/ $5.8M circ marketcap $23.6M FDV with 44% to treasury. Down from ATH at 20M circ 3/ Pear did $20k weekly fees when built on Symmio - expect ATH when transitioning to Hyperliquid. Implies 10x P/S considering treasury as unauthorized stock 4/ 80% of revenue goes to stPEAR stakers. Current 7-day APR is 17.6%. 109M Pear staked currently. Annualized fee projections range from $219k to $2.19M (adding 8-80% APR) 5/ Holder distribution solid with largest holder owning only 0.36% ($85k)."
X Link 2025-05-30T07:44Z [----] followers, [----] engagements
"Rapid growth at @maplefinance created a rare bottleneck. Deposits into Syrup pools outpaced new loan originations causing a dip in capital efficiency (USDC was in short term liq rather than institutional loans). The past weeks show a correction w utilization back above 80%"
X Link 2025-06-18T17:30Z [----] followers, [----] engagements
"24/ In summary Aave's underwriting of USDe (pegged to USDT with capped discounts) has enabled a highly profitable looping strategy via Pendle PT-USDe. However increasing leverage also creates interconnected risks across Aave and Pendle and Ethena"
X Link 2025-08-06T18:02Z [----] followers, [----] engagements
"Hyperliquids 30-day rolling average revenue is at all-time highs climbing to $2.3 million ( $840 million annualized run-rate). [--] / [--] of its $3m revenue days have occured in May. At current rates the AF is buying 7.6% of the circulating supply yearly. Hyperliquid"
X Link 2025-05-31T16:14Z [----] followers, [----] engagements
"Debank Challenge : Day [--] DevFoodFarmer crvUSD leaks and a memecoin trading playbook. @LouisCooper_ @rektfoodfarmer @drakeondigital @Defi_Maestro @matrixthesun @defidami @0x_Specter @Nicknick2109"
X Link 2023-04-23T19:31Z [----] followers, 27.4K engagements
"Debank Tracking Challenge Day 4: Presale Plays Huge Positions Huge Sells () @LouisCooper_ @rektfoodfarmer @Defi_Maestro @drakeondigital @DigitsCapital"
X Link 2023-04-08T20:18Z [----] followers, 20.6K engagements
"HyperLiquid's Passive Bid vs. Bitcoin ETF Demand The AF has accumulated 3.5% of circulating HYPE YTD 7x more than Bitcoin ETF vehicles which accumulated just 0.59% of BTC supply over the same period. HyperLiquid"
X Link 2025-05-29T15:00Z [----] followers, [----] engagements
"Banana Gun Olympics: Tracking the wallets that turned 1eth into 100k+ Thread 🧵👇 (Dashboard + Telegram Alerts Included"
X Link 2023-11-29T12:27Z [----] followers, [----] engagements
"While huge sell walls (1770 ETH $5.5m USD) prevent ezETH from Re-Pegging large scale liquidations have wiped out most buy orders. Currently only [---] ETH ($1.25m) exists buy orders. A Thread on the current state of ezETH 🧵"
X Link 2024-04-25T17:20Z [----] followers, 10.9K engagements
"Debank Challenge Day 13: Meme coin season Arbitrum Eco and Consistent winners. @rektfoodfarmer @LouisCooper_ @drakeondigital @Defi_Maestro @matrixthesun @defidami @0x_Specter @Nicknick2109"
X Link 2023-04-18T20:29Z [----] followers, 12.2K engagements
"Some calculations for the HyperLiquid Airdrop 🧵 Fully Diluted Valuation: [----] Billion Calculated with sector average FDV/Volume ratios and predicted annualized volume"
X Link 2024-01-15T16:24Z [----] followers, [----] engagements
"Contrast Circle's S1 filing w 200+ pages of fundamentals risks and revenue vs Plasma that got $1B in deposits where users dont even know the initial Float let alone value accrual / tokenomics. Open access to info is a must in this Industry - and should become a standard. 0/ Token markets are broken & suffer from information asymmetry & hidden risks. We're changing that. Introducing the Token Transparency Framework a new standard for leveling the playing field. https://t.co/VlcIqTcxmq 0/ Token markets are broken & suffer from information asymmetry & hidden risks. We're changing that."
X Link 2025-06-18T13:10Z [----] followers, [----] engagements
"0/ Token markets are broken & suffer from information asymmetry & hidden risks. We're changing that. Introducing the Token Transparency Framework a new standard for leveling the playing field"
X Link 2025-06-18T13:00Z 476.5K followers, 570.5K engagements
"Debank Challenge Day 21: Merlin Rug Choppy markets Calm before the storm @LouisCooper_ @rektfoodfarmer @drakeondigital @Defi_Maestro @matrixthesun @0x_Specter @Nicknick2109"
X Link 2023-04-26T18:37Z [----] followers, 17.1K engagements
"Our @blockworksres subs already knew this was coming. Hyperliquid"
X Link 2025-06-11T15:00Z [----] followers, [----] engagements
"SILO FINANCE: https://shaundadevens.substack.com/p/silo-finance-research https://shaundadevens.substack.com/p/silo-finance-research"
X Link 2022-04-10T13:30Z [----] followers, [--] engagements
"Debank Day [--] : Choppy Markets Sharp Drawbacks and an impactful GCR tweet. @rektfoodfarmer @LouisCooper_ @drakeondigital @Defi_Maestro @matrixthesun @0x_Specter @Nicknick2109 @defidami"
X Link 2023-04-20T18:34Z [----] followers, 16.7K engagements
"Great to see the floodgates finally open. Solid protocol and team with clear PMF that will only continue to grow with the HL ecosystem. Good things come to those who wait. PEAR PROTOCOL HYPERLIQUID ENGINE IS LIVE Trade at https://t.co/cwvpmBNnbD https://t.co/oz8VR05Ie7 Good things come to those who wait. PEAR PROTOCOL HYPERLIQUID ENGINE IS LIVE Trade at https://t.co/cwvpmBNnbD https://t.co/oz8VR05Ie7"
X Link 2025-07-28T15:12Z [----] followers, [----] engagements
"Good things come to those who wait. PEAR PROTOCOL HYPERLIQUID ENGINE IS LIVE Trade at http://pear.garden http://pear.garden"
X Link 2025-07-28T14:51Z 17.6K followers, 66.6K engagements
"3/ Yields from this strategy exhibit high volatility due to their dependence on funding rates (USDe YTD yield is 9.4% with a stdv of 4.4pp). Funding rates are driven by the premium or discount between the perpetual futures price and the underlying ETH spot price ("mark price"). When bullish sentiment rises traders aggressively open leveraged long positions temporarily driving perpetual prices above the mark price. Positive funding rates then incentivize MMs to step in shorting the perp and hedging with spot"
X Link 2025-08-06T18:00Z [----] followers, 17.1K engagements
"What makes Ethena's $3.1B growth in under [--] days even more impressive is it unfolded against a backdrop of modest ETH funding rates. Following a fee switch aligning revenue to ENA and markets turning frothy ENA becomes an extremely reflexive asset. USDe supply is up $3.1 billion in [--] days with more inflows than: -all BTC ETFs combined -every BTC ETF including IBIT -every ETH ETF including ETHA And rates aren't even near froth yet https://t.co/omKYykQMgQ USDe supply is up $3.1 billion in [--] days with more inflows than: -all BTC ETFs combined -every BTC ETF including IBIT -every ETH ETF"
X Link 2025-07-31T12:12Z [----] followers, [----] engagements
"USDe supply is up $3.1 billion in [--] days with more inflows than: -all BTC ETFs combined -every BTC ETF including IBIT -every ETH ETF including ETHA And rates aren't even near froth yet"
X Link 2025-07-31T08:28Z 65.4K followers, 130.9K engagements
"ETHE is Greyscales Ethereum Trust. ETHE is backed by ETH but unredeemable so discounts/premiums between the NAV and market price exist. ETHE backed by $27.1 of ETH ETHE Price = $20.7 When ETF is approved (GCR gives 95% odds) ETH becomes redeemable and discount disappears"
X Link 2024-05-02T05:46Z [----] followers, [----] engagements
"7/ While these projections illustrate the reflexive power of buybacks thin low liquidity works in both directions. Large presale sellers can create the same same outsides moves to the downside however with initiatives like stargate Heaven could be positioned to do well"
X Link 2025-08-18T17:24Z [----] followers, [----] engagements
"@satsdart is a milady whether he admits it or not"
X Link 2022-04-05T09:30Z [----] followers, [--] engagements
"With so many grifters in the space finding the right accounts to follow can be hard. Using @alphascan_xyz I found the top [--] accounts to follow based on the [--] day performance of the coins they mention. 🧵👇"
X Link 2023-05-09T08:02Z [----] followers, [----] engagements
"6/ This compounds over time and the folliowing figure shows how these will effect the price. One week of buybacks would cause a 774% increase to $1.14 / LIGHT"
X Link 2025-08-18T17:24Z [----] followers, [----] engagements
"Frens I am looking for an internship (analyst/researcher) in web3 to do as part of my business degree. Been in crypto for [--] years and hungry to make it my career. Please reach out in DMS. Example of my work: Please like & RT for visibility https://mirror.xyz/shaunda.eth/aLALRZOg8_w8l1LwmZIK39CfzQz-qU0KFsSJiMpj7SA https://mirror.xyz/shaunda.eth/aLALRZOg8_w8l1LwmZIK39CfzQz-qU0KFsSJiMpj7SA"
X Link 2024-01-15T10:10Z [----] followers, [----] engagements
"2/ USDe is a decentralized stablecoin pegged to USD maintaining its peg via delta-neutral hedging using ETH perpetual futures. This hedging allows USDe to algorithmically stabilize its price generating yield through both spot staking and futures funding rates"
X Link 2025-08-06T18:00Z [----] followers, 11.6K engagements
"Bottom. Hyperliquid"
X Link 2025-08-15T04:36Z [----] followers, [----] engagements
"Hyperliquid's recent outage also served as a stress test for Hypercore. With an average of [----] transactions per block (highest was 16000) and a median block time of 72ms Hypercore is now back to processing around [-----] TPS"
X Link 2025-07-29T16:20Z [----] followers, [----] engagements
"4/ Pears shift to Hyperliquid leverages the platforms 80% share of decentralized perpetual trading volumes. Pear's integration into Hypercore still in closed beta has already generated $12.8M weekly volume suggesting strong latent demand. Hyperliquids HIP-3 introduces 280+ markets annually but lacks customizable collateral options uniquely positioning Pear as a provider of flexible cross-collateral pair trading for these new markets"
X Link 2025-07-23T17:12Z [----] followers, [----] engagements
"senior-level programmer here. i've spent the past week looking at the ETH merge code and found a major bug that will cause a fatal error during the merge. this is a defcon [--] situation; the hundreds of billions of dollars in assets secured on ethereum will vanish into thin air"
X Link 2022-09-14T18:49Z [----] followers, [--] engagements
"Pentoshi was moving billion dollar altcoins with his posts in [----] - now hes posting for a .2 sol loudio allocation @0x_ultra @stayloudio Loudio is the most egalitarian thing I've ever seen. its ambitious and if it works it could change the very fabric of our lives and maybe even society as a whole @0x_ultra @stayloudio Loudio is the most egalitarian thing I've ever seen. its ambitious and if it works it could change the very fabric of our lives and maybe even society as a whole"
X Link 2025-05-29T19:53Z [----] followers, [----] engagements
"USDC on Hyperliquid is cool but HyperEVM already has a treasury-backed stablecoin with @felixprotocol's @usd_hl backed by T-bills w/ daily attestations and proof of reserves. and instead of making Jeremy and Tradfi richer the T-bill yield is used to buy and distribute HYPE"
X Link 2025-07-31T12:44Z [----] followers, [----] engagements
"Looks like somebody is having a good day 😂 @rektfoodfarmer (Full portfolio updates tommorrow)"
X Link 2023-04-22T16:47Z [----] followers, 13.7K engagements
"2/ AMM liquidity pools work on a constant product rule: x y = k (where x = USDC in the pool y = LIGHT in the pool k = invariant product). When someone buys LIGHT with USDC: USDC (x) is added to the pool LIGHT (y) is removed from the pool The new price is simply p = x / y E.g. if a pool starts with [---] USDC and [---] LIGHT price = $1. If someone buys [--] LIGHT reserves shift and the new ratio sets a higher price than $1 increasing price"
X Link 2025-08-18T17:24Z [----] followers, [----] engagements
"4/ However funding is not guaranteed. In bearish sentiment periods funding can turn negative driven by increased short positions pushing ETH perp prices below the ETH mark price. For example AUCTION-USDT recently experienced a severe dislocation caused by spot buying and perp selling creating a Spot premium resulting in a -2% 8-hour funding rate (2195% annualized)"
X Link 2025-08-06T18:00Z [----] followers, 10.4K engagements
"9/ For comprehensive analysis detailed valuation projections token unlock schedules and further insights read the full report on @blockworksres"
X Link 2025-07-23T17:12Z [----] followers, [----] engagements
"8/ Our modeling presents three scenarios: - Bull scenario: Pear captures 0.92% of Hyperliquids volume predicting $980M weekly trading volume. - Base scenario: Pear captures 0.5% predicting $550M weekly trading volume. - Bear scenario: Pear captures 0.08% predicting $100M weekly trading volume"
X Link 2025-07-23T17:12Z [----] followers, [----] engagements
"@DefiIgnas Happy to see you in governance ser 🫡"
X Link 2024-09-05T14:10Z [----] followers, [---] engagements
"12/ The key risk lies in oracle design. Billion-dollar positions often rely on AMM-based oracles making them vulnerable to temporary price depegs. Such events (as seen with ezETH/ETH loops) can trigger cascading liquidations forcing lenders to sell collateral at steep discounts even when fully backed"
X Link 2025-08-06T18:01Z [----] followers, [----] engagements
"Risk Free Airdrop Farming and funding fee for @HyperliquidX via delta neutral strategy 🧵👇"
X Link 2023-12-02T00:30Z [----] followers, [----] engagements
"5/ Ethena's yield strategy therefore carries inherent volatility. This volatility creates demand for more predictable yield products: Pendles PT-loop strategy"
X Link 2025-08-06T18:00Z [----] followers, [----] engagements
"@rasmr_eth @a1lon9 Guy with a learning disability has a suggestion for the dev team"
X Link 2025-07-31T18:42Z [----] followers, [---] engagements
"thats fair - I think the supply overhang is the biggest doubt that still exists. again this is hard to quantify but based on all the actions of jeff/team nothing points towards them selling -- or if they do execution will be made to minimize price impact. they understand the success of the protocol is very deeply tied to the success of the token"
X Link 2025-08-15T16:50Z [----] followers, [----] engagements
"8/ This has led Pendle and Ethena to form a highly symbiotic relationship. Pendle's TVL of $6.6B is heavily concentrated in Ethena's USDe market accounting for $4.01B (approximately 60%) of the entire protocol's TVL"
X Link 2025-08-06T18:01Z [----] followers, [----] engagements
"5T MicroCap Evaluation Framework : A Smol🧵👇"
X Link 2022-04-06T08:06Z [----] followers, [--] engagements
"only got [--] followers so the EV of winning is high vs someone with 100k plus"
X Link 2022-04-04T19:12Z [----] followers, [--] engagements
"Holding an Asset is equivalent to purchasing that asset at the current price. Don't fall victim to the classic sunk cost fallacy - as a Holder always ask yourself : If I wasn't holding this coin currently would I still buy it If the answer is no - reallocate"
X Link 2023-04-19T12:00Z [----] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing