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We've been posting a lot about HL lately, and in a few days you're going to find out why
Every trade is a rabbit hole, and the nuances build the deeper you delve. Time to shine a light
Hyperliquid
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Nasdaq's seriously getting jealous of tokenized stocks exploding without them. xStocks has already done $40B+ volume and RWAs are still in infancy. Now Nasdaq's dropping $100M into Kraken's infra.
First they ignore you. Then they ridicule you. Then they build monuments to you
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TradFi bums take Labor Day off. HYPE never clocks out.
The Hyperliquid '$847M unlock' social spam is a dud - $36M in reality, and HYPE's on a fresh ATH
Sell pressure headlines never seem to turn out the way the Hyperliquid haters seethe for
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We posted yesterday re; the accidental hack on Hugging Face
Well funny timing, today we're all finding out Nvidia's paying $12.9303B for it. In unicode that's a green 🤗 emoji
The agents that hacked Hugging a week ago also just upgraded to GPT-6 Astra. It's a bot on bot world.
OpenAI's tests catalyzed a secret agent society last week. Agents built a forum across sessions, escaped, and together hacked Hugging Face (think GitHub, but AI).
Lesson for all us AgentFi builders: let agents run protocol health. Keep $ permissions bound and foolproof
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Anthropic was valued at $1T six months ago. Its 2x'd since then on Hyperliquid's pre-IPO perps
If we look at what happened with SpaceX, traders priced it about 25% above the later, real IPO price. But a week after going public, SPCX rebounded to HL'ers earlier premium & beyond!
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OpenAI's tests catalyzed a secret agent society last week. Agents built a forum across sessions, escaped, and together hacked Hugging Face (think GitHub, but AI).
Lesson for all us AgentFi builders: let agents run protocol health. Keep $ permissions bound and foolproof
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Tokenized stock TVL is sideways, but their volume is up 400% this month, and agents only got easy lending/borrowing and LPing access on Base and Solana this weekend.
RWAs are back in town
Over the weekend stonks are offline
Agents aren't.
They're newly LPing stocks on Aero, and vanilla GPT+Claude can now lend+borrow on Kamino.
AgentFi was a headline last year
This is just Sunday now
That's adoption.
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Over the weekend stonks are offline
Agents aren't.
They're newly LPing stocks on Aero, and vanilla GPT+Claude can now lend+borrow on Kamino.
AgentFi was a headline last year
This is just Sunday now
That's adoption.
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We're up 25% in the last 10 days, but BTC's still inside the cycle's DCA box. What looked cheap at 65k looks obvious at 80k, and will even more so at $100k
Hindsight 20/20 on what you'll consider cheap in 2028
We’re in BTC's classic late bera box. That's historically been prime for long term entries
Our modeling: now through December for this cycles low to be in. Most capitulation's already happened which is exactly why we're in the slow and boring stretch
The duldrums never last
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last week Hyperliquid locked in being able to yield on 90% of the eco's USDC. Your USDC
Circle/Coinbase have always made interest on their stable backing, and HL's fair share begins pouring into the assistance fund next week
tl;dr, hype burn just perma boosted
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$666M stable dollar inflows into Hyperliquid
@Kinetiq_xyz launching Hype L2
BTC knocking on $80k
and it's only monday
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As HIP-4 grows, the possibilities are endless
long oil perps on middle east chaos, then:
long Hormuz reopens to hedge on HIP-4
Predictions like options, can act like real insurance when you get creative.
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1 month ago: Hyperliquid met with the CFTC Innovation Task Force
yesterday: Trump announced CFTC will assist bringing Hyperliquid to America.
this wasn't exactly out of the blue
there's always alpha waiting
if you're willing to look.
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Maybe we timed our post too well yesterday 👀
or maybe the Treasury just decided to send it
We’re in BTC's classic late bera box. That's historically been prime for long term entries
Our modeling: now through December for this cycles low to be in. Most capitulation's already happened which is exactly why we're in the slow and boring stretch
The duldrums never last
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We’re in BTC's classic late bera box. That's historically been prime for long term entries
Our modeling: now through December for this cycles low to be in. Most capitulation's already happened which is exactly why we're in the slow and boring stretch
The duldrums never last
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Last week we talked about HLP yield flatlining
Now Hyperliquid is beginning to capture ~90% of USDC reserve yield and HL's next upgrade will put HLP’s idle USDC to work in Earn.
Pretty quick and major eco maturation👀
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DeFi funds show you almost every stat about their active holdings, but thought process is confined to blog posts once a quarter.
We're changing that
Every decision should be transparent: How much confluence was enough to make the trade and what would kill the thesis.
Automa
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Our modeling says if this cycle's BTC bottom isn't already in, it will be by early November. This is just the tip of our new bespoke risk engine, which'll soon be powering the Époque Automa vault
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The HLP vault TVL has dropped $15M this week, meanwhile, third party Hyperliquid vaults have had million dollar inflow sessions back to back
The days of HLP being larger than every other vault combined are numbered
A change in the currents
Vault renaissance incoooming
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