On my way to Singapore Hyperliquid https://t.co/eip7gT8efF
Hyperliquid now gets paid on the $USDC that sits on it, and two companies have staked 1M $HYPE behind that commitment. Under AQAv2, @coinbase holds the treasury address and pays the full AQA rate on its balance, while @circle runs minting…
So, do I get it right that Token2049 has basically turned into a side event of Hyperliquid’s community event?
Jeff Yan's @chameleon_jeff answer to "stop buying back when the price is high" is that nobody at @HyperliquidX decides when to buy, and the first AQAv2 payment has now shown that in practice. In this clip he explains that @HyperliquidX ha…
The first AQAv2 payment reached Hyperliquid's Assistance Fund overnight, and $1.62M of it was already spent on $HYPE within eight hours. The full $14.58M for interval 1 landed at 00:00 UTC on Oct. 4 and matches to the cent what the chain…
In this clip Jeff Yan is talking about USDH, but he is describing the exact mechanism that just paid Hyperliquid $14.58M from $USDC. The interview is from February, before @coinbase and @circle brought USDC onto the same framework. The id…
AQAv2 turns the USDC sitting on Hyperliquid into a second revenue line. Coinbase now pays about 3.24% a year on a $6.05B balance, roughly $196M a year, all of it for HYPE buybacks. That adds 27% to trailing 12-month revenue of $716M. https…
Elysium gives Hyperliquid what HyperEVM was never built to be: an execution layer fast enough for market makers, with $HYPE as gas and HyperCore's orderbooks one call away. Why Elysium exists. HyperEVM is deliberately small so that EVM…
Variational is the second-largest perp DEX by weekly volume, and Polymarket already prices its points at about $50 each. At TGE, 32% of $VAR supply goes to points holders. Points will total somewhere between 9.3M and 11.1M, depending on wh…
The SEC staff's new FAQ mostly tells token teams how to get out of securities status, and how to stay out. SEC published it on Sept. 25. It has nine Q&As that fill gaps in the March 17 interpretation, which the CFTC also joined. The FAQ i…
Polymarket is pricing @variational_io points at $43–49, but Blockworks' @shaundadevens argues that's roughly 57x pre-TGE revenue, nearly ten times what recent perp DEX launches listed at. His view is that the market is overpaying for $VAR…
Kool Krypto's @koolkrypto223 appearance on @counterpartytv is really an options trader making the case that onchain options are about to have their growth spurt, with @DeriveXYZ as the purest way to own it. @koolkrypto223 explains how he…
Hyperliquid won perps but never cracked spot, and Kinetiq's Elysium is built to change that while sending half its sequencer fees to kinetiq:native. @Enter_Elysium is the first L2 for @HyperliquidX, co-located with HyperCore and pricing o…
Spot assets bridged to @HyperliquidX through @unitxyz have crossed $1B again for the first time since October 8, 2025, and most of that capital is actively trading rather than sitting idle. @unitxyz is the tokenization layer that lets use…
The firms best positioned for onchain equities are not the crypto exchanges that launched stock tokens first, but the transfer agents and custodians that already keep the shareholder register. The interesting part is who this advantages,…
Hyperliquid didn't launch a lending market today. It launched one months ago, quietly ran $269M through it Manual borrows expose the HyperCore money market that has quietly powered portfolio margin all along, as a direct action rather tha…
Elysium's pitch is that it can pay Hyperliquid over $100M a year @ericonomic's piece argues Elysium is the first value-accretive L2, purpose-built for @HyperliquidX. The case rests on two mechanisms. The problem he's setting up → Rollup…
Kinetiq now burns every kinetiq:native it buys back, and 3.58M tokens were gone within two days of KIP-5. KIP-5 sends all revenue-funded kinetiq:native buybacks to the Hyperliquid Assistance Fund, the same address @HyperliquidX uses to ta…
Payward just confirmed what the testnet was pointing at on 5 September: @krakenfx's parent is building permissioned HIP-3* markets on @HyperliquidX for US clients, which makes it the first licensed operator to put its name on the new layer…
Zero fees works because @variational_io owns two of the three businesses that normally take a cut of your trade. Lucas Schuermann (@variational_lvs): university at 12, sold his quant fund to DCG at 21, now runs @variational_io at second p…
