Hyperliquid (HYPE)

There's almost zero TradFi interest in PURR, the HYPE treasury company. On its second day of trading, the company has managed only $7 million in volume. For comparison, today BMNR did $1.7 billion in volume (it had $2.5 billion in volume on its second day of trading). https://t.co/iQrYwbzTrZ

As a Hyperliquid bull, its pretty important to understand whats coming in terms of the perp market. Lighter mainnet & token launch. Variational mainnet & token launch. Ostium $20m raise. GRVT, Extended, Pacifica, Avantis, Vest Reya, Hibachi, and others with token launch incoming. The winner is currently Hyperliquid by basically all metrics, but the perps landscape will be entirely different by Q2 2026.

Correct --- but not for growth until you have finally created a fucking insurance fund and /or another version of HLP that actually steps in if you want to keep the current fake HLP version I think Jeff implicitly knows this, but has contorted himself into the "everything worked as designed" b/c the chorus of Hype holder sycophants who don't actually trade on Hype + he couldn't admit an issue when he wiped out > 50% of his power traders There are plenty of new exchange designs coming to market that would not have imploded on 10/10. The time to fix the issue was yesterday, the next best time is today.

Hyperliquid builder codes paved the way to get massive distribution and turn your platform into a liquidity engine Polymarket is now the liquidity engine for predicting the future Absolutely incredible

Correct --- but not for growth until you have finally created a fucking insurance fund and /or another version of HLP that actually steps in if you want to keep the current fake HLP version I think Jeff implicitly knows this, but has contorted himself into the "everything worked as designed" b/c the chorus of Hype holder sycophants who don't actually trade on Hype + he couldn't admit an issue when he wiped out > 50% of his power traders There are plenty of new exchange designs coming to market that would not have imploded on 10/10. The time to fix the issue was yesterday, the next best time is today.

Something feels interesting… 👀 Rails just announced Rails ID. But here’s the real question no one is asking : Is this just an ID… or is it actually an NFT similar to Hypurr on Hyperliquid? Hypurr’s NFT floor price exploded. If Rails ID follows that path \u003e could it have a floor price? \u003e could it be tradeable? \u003e will early Rails users get WL or a guaranteed mint? Rails is a perp DEX. And perp DEXs + identity NFTs tend to spark a new meta. So the real alpha might be this: Is @rails_xyz ID simply a username? Or the next major NFT asset inside the perp ecosystem? No one knows yet. But CT is watching very, very closely.