[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  yamamoto 🗻-san [@0xthorfin](/creator/twitter/0xthorfin) on x XX followers Created: 2025-07-11 20:41:55 UTC A $BUDDY thesis: First let me give some backdrop: X. During season X of Hyperliquid points, spot volume was the biggest recipient of rewards. It took a while for people to realize this but once the market did PURR traded from XXXX -> XXXX at ATH (landing it at 362m in MC). X. The other catalyst for the PURR Pump was this announcement which I believe the majority of HL participants have completely FORGOTTEN! X. Tl;dr the AF which right now has more than a BILLION dollars worth of HYPE and makes 5m+ a day will at some point in time start acquiring assets that are A. NATVE B. FAIR INITIAL DISTRIBUTION C. DECENTRALIZED OWNERSHIP Now imagine that you are JEFF and you want to build not only the biggest exchange possible but also the BIGGEST ecosystem in the world in the history of crypto. What do you spend your season X points on? X. You’ve already won perps trading so theres no need to spend more incentives there you can marginally allocate and still win X. Your increasing spot vol but thats one of the biggest differences between a Nance and you - this is worth allocating significant incentives toward for people to trade FARTCOIN, SOL, PENGU on your DEX - UNIT will also presumably incentive this retroactively X. But L1s are the REAL ULTIMATE valuable asset in Crypto - most top XX coins are in fact L1s. If you therefore, want to beat Ethereum, beat Solana, Cardano, XRP you need to be valued as an L1. Then what do you incentivize? X. If you incentivize L1 activity and the AF buys pristine ecosystem native fair distribution assets, what is the meme that is A. The most tied to the community today and B. fairly distributed and accretive to the community and C. is EVM native and therefore likely to receive a incentives ALA purr in SZN X for SZN 3? The answer is clear. The best barbell portfolio to hold today is HYPE + BUDDY (Core + HYPEREVM), and until UNIT and KINETQ TGs this does not change, even if they do the barbell strategy is always the dominant native meme + the dominant eco + utility token. @HypioHL @alrightbuddyHL $BUDDY XXXXX engagements  **Related Topics** [buddy](/topic/buddy) [hyperliquid](/topic/hyperliquid) [$buddy](/topic/$buddy) [Post Link](https://x.com/0xthorfin/status/1943772765297029605)
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yamamoto 🗻-san @0xthorfin on x XX followers
Created: 2025-07-11 20:41:55 UTC
A $BUDDY thesis:
First let me give some backdrop: X. During season X of Hyperliquid points, spot volume was the biggest recipient of rewards. It took a while for people to realize this but once the market did PURR traded from XXXX -> XXXX at ATH (landing it at 362m in MC). X. The other catalyst for the PURR Pump was this announcement which I believe the majority of HL participants have completely FORGOTTEN! X. Tl;dr the AF which right now has more than a BILLION dollars worth of HYPE and makes 5m+ a day will at some point in time start acquiring assets that are A. NATVE B. FAIR INITIAL DISTRIBUTION C. DECENTRALIZED OWNERSHIP
Now imagine that you are JEFF and you want to build not only the biggest exchange possible but also the BIGGEST ecosystem in the world in the history of crypto. What do you spend your season X points on? X. You’ve already won perps trading so theres no need to spend more incentives there you can marginally allocate and still win X. Your increasing spot vol but thats one of the biggest differences between a Nance and you - this is worth allocating significant incentives toward for people to trade FARTCOIN, SOL, PENGU on your DEX - UNIT will also presumably incentive this retroactively X. But L1s are the REAL ULTIMATE valuable asset in Crypto - most top XX coins are in fact L1s. If you therefore, want to beat Ethereum, beat Solana, Cardano, XRP you need to be valued as an L1. Then what do you incentivize? X. If you incentivize L1 activity and the AF buys pristine ecosystem native fair distribution assets, what is the meme that is A. The most tied to the community today and B. fairly distributed and accretive to the community and C. is EVM native and therefore likely to receive a incentives ALA purr in SZN X for SZN 3?
The answer is clear. The best barbell portfolio to hold today is HYPE + BUDDY (Core + HYPEREVM), and until UNIT and KINETQ TGs this does not change, even if they do the barbell strategy is always the dominant native meme + the dominant eco + utility token.
@HypioHL @alrightbuddyHL
$BUDDY
XXXXX engagements
Related Topics buddy hyperliquid $buddy