🐧 @Pentosh1

$HYPE outperformance on all time frames weekly monthly quarterly yearly Hype + equities has been incredible mix. Hype bc it obviously is the best team and fundamentals in the space. equities nothing has to be said there really This been the only altcoin i've been trading this year too

@martinjlm hype +13-14% on the day

@RinzzinX @Globalflows Do you remember what Luna was and how it worked? And if so. Can you explain how these are comparable.

I did see many people looking for the 30's and 40's. But I think what they failed to realize is that OI fully unwound the buildup it had but price ended up $15 higher due to spot buys from the AF and PURR buying a few hundred million. The supply doesnt exist bc it was removed. hence the $15 net difference at the lows. Every single action that is ever taken on Hype, accrues values to it's holders. Trading, sending receiving, soon 3.5% of USDC supply and then Purr is a dat. 2m per day on average buys and burns in a bear market for crypto. Which Hype is now making sure it isn't attached to just one market. and 2m in a day doesnt really move the needle vs short term flows, but over a year it will have a large impact. combine aqav2 and AF and you have a billion in buys and burns coming in the next year alone assuming no growth and excluding purr

About 2 hours from the weekly close for hyperliquid:native. Was watching to see a close above $57 tonight after that retest. It looks pretty good on that note. Beautiful retest of the prev ath weekly level and the macro uptrend is intact. While there were many calls for the 30's and low 40's this week. Structure hasn't broken on the HTF's. I also personally believe it would take something pretty catastrophic with $PURR removing so much supply let alone the 2m a day in burns lately to go back there bc hundreds of millions of spot was removed in the past month.

@coinbase builder codes for perps to follow (pending a few CFTC changes)

$PURR will be buying a lot more hype, they are like a second AF. This was likely them last night as it fits previous patterns, today another strong day for them. A lot of supply absorption from them and the AF Its not if, but when. Time just has to do its work, and price will get to the destination

@Michaejack37336 implied opening is where HL had it

hyperliquid priced another IPO correctly everyone in the world is watching it for pricing pretty cool

This is disgusting lmao Almost 80x in 14 months for $SNDK

go look at purr from low to high and then hype from low to high. purr actually outperformed i think you are misunderstanding the mechanics of it. again, it is accretive i do own hype, i already stated that. purr is another expression of that for people who aren't on chain. i dont own purr

These aren't cryptos. these are real companies with real revenues. Some people might even say that MU deserves to trade higher based on the fact that its pe is around 8-9 and is trying to be less cyclical. These co's had record beats which largely justifies the rise in valuation you are comparing to shitcoins with no utility, no company, no employees, no product, no real world demand @grok can you expand on this?

its accretive sir and its executed better than any other dat. actually. look at how much mstr issued and then look at how much they went up from the lows to highs in 2022 to 2025. a 42x. The money doesnt disappear when they sell, its not cashed out. its just added to the balance sheet via hype

$GLXY this position was initiated with a current cost average of $26.74 They are building out the largest data center in the US. It's currently at resistance so I wouldn't exactly buy here. But either look for pullbacks, or a breakout and retest. This one Im about 60% long of the position size I want it to be. So still looking to accumulate. That is done through one brokerage being a core position, and a second for scalping and then adding the net profits to the main position.

$BB I would like to continue to add in that box. This particular stock while it has been fast moving for us, being up 2x just this past week. It is one that I will keep for a long time. I am not day trading this in and out of positions, but building one. I may at time trim 5% which is only used to be added back lower + the net proceeds difference to build more shares at a 0 cost. But thats about it. Avg cost is $5.66 now

So a few charts coming out in this thread. Its not organized at all. So far this was the local top. The decision to shift from momentum chasing to dip buying was a good one. I will try to get out more soon. But this is a good start $MU and $EWY are here. I dont know if we get down there, but these are areas I'd like to start building some positions. markets in general are just a big pendulum, they over extend each way. SPX would like to start bidding as we appraoch the prev ath's IF given as well. My core positions have remain unchanged. I have added a few new ones recently as well. More on that later.

wait until Coinbase decides to use HL builder codes for perps bc their current system leaves a TON TO BE DESIRED They already own the HYPE. The plumbing exists. They can go from whatever you want to call that product today to something robust, deep, and hyperliquid at no cost to them. With the legalization of perps. it feels like a natural direction to go to grow CB's business at essentially no more added cost

Just realized the second chart was wrong. I put $MU twice as opposed to MU + $EWY but this was it.

thats dust in terms of position size. i have real actual loss porn that is orders of magnitude higher over the years. my last buys on hype for example are probably down 500k id guess. and that total position is down about 3m from the top since i added repeatedly at 41, 55, 65. but its still net up a good amount and im genuinely not worried about it but thank you for thinking about me people who don't have much, typically do. says more about you then me at least i share the wins and losses while you wait quietly to celebrate if i had to guess. i will likely have thousands more losses in the future too. bc thats part of risk taking

I trade and invest in all asset classes. I also have a ton of non correlated assets. Like in a nat gas fund among others. Hype I’ve mentioned since $28. 38-41. 55. And have compounded it along the way. It works until it doesn’t. It’s certainly too early to say the macro top of it is in of this. In the event that I’m wrong. Well. That happens all the time. That’s part of taking risk. No risk also means no reward. I personally think this still will end back up in the 70’s. Time will tell.

gm looks like we got some stink bids filled overnight on hyperliquid:native not sure what to expect in the short term but have a feeling we close this week above $70 lets see

I'd argue hype is "fairly priced" currently. Seeing as with staking rewards it can be technically inflationary at the avg fees its had for a long time outside of the past two days high liq days. But markets trade to extremes and we aren't there yet. I'd argue below 60 is a big discount and above 80 is entering premium and in-between that is some scale of fair value

He also said “I don’t know when. It could be 5 years, 10, or 20. But I know it will happen one day so I don’t plan to invest in it. At that point the SPX could drop from 20k to 16k and I’ll say. I told you so” https://t.co/snQpNybRZJ

@thedefistoic @based16z Not claiming it fren. Look at the date and the prices at the time. It was more. A joke Hype 41. Now 73 Btc 80k now 65 Eth 2200 now 1800.

@shitdaavesays @MortgageMike953 well its been since the $5's but thank you haha.