HYPE
Hype is hemorrhaging its market dominance as rival Lighter steals its momentum and rapidly scales to $39 billion in monthly volume.
The legalization of US crypto futures unleashes retail giants like Robinhood and Coinbase to crush Hyperliquid and its massive 32% market share.
Tech investors are dumping memory stocks and rotating cash into crypto with Bitcoin holding steady at 65, making Hyperliquid the perfect bounce vehicle.
Hyperliquid will capture massive growth as real-world asset perps like gold and equities eventually dwarf the crypto-only market.
Hyperliquid is capturing real-world asset trading market share and actively buying back 3.4% of its circulating supply this year to drive token value.
Hyperliquid is forming a bullish continuation pattern and is primed for all-time highs as returning crypto volumes make it the primary venue for perps trading.
Hyperliquid's token is a safe major holding with a price target of $250 or more.
Hyperliquid gives zero cares about competitor news, dominating the untapped equity futures market and setting its market cap up for a massive upward re-rating.
HYPE is the dominant on-chain perps venue and the SEC's tokenized synthetics framework cements its lead for years.
SOL/HYPE ratio breaking out above 1.13 from sub-1.0 lows signals SOL outperforms HYPE as the OpenAI narrative drives rotation into Solana
SOL/HYPE recovering from double-bottom lows means HYPE is the laggard in the rotation — price pressure continues.
HYPE's next leg up comes from off-chain flow as perps replace retail options over a decade
Buying HYPE perp ahead of a June inflation print that could spark broad crypto risk-on and lift Hyperliquid's native token.
HYPE is weakening on short timeframes with flat revenues; TradFi buyers are valuation-sensitive and will wait for real revenue growth before re-rating higher.
HYPE tracks equity risk appetite; a continued stock rally pulls HYPE higher
Author went long HYPE, signaling directional conviction on Hyperliquid's native token.
Bitcoin and HYPE are about to decouple; HYPE outperforms as the BTC:native ratio breaks down
Hyperliquid the strongest of the major coins, holding its level while the rest of crypto sags
HYPE buyback machine turns on in October as AQAv2 flows add $150-200M ARR while regulatory unlock of HFs and MMs is the volume step-change
Exponentially rising market events make every asset a 24/7 trade, funneling volume and fees to the venue that hosts it all.
Hyperliquid wins as the venue for pre-IPOs and stocks; SpaceX flow then Anthropic/OpenAI rotate into HYPE.
Hyperliquid looks incredible with crazy tailwinds: CFTC, Clarity Act, Anthropic and OpenAI IPOs, Chinese listings
Hyperliquid set to make new ATH as SpaceX trading volume and fees drive the perp DEX bid.
Hyperliquid long into the weekend on its flawless IPO-day execution and volume draw
Still long HYPE: Hyperliquid keeps winning as the trade-everything venue grows.
Hyperliquid is a long-term spot conviction buy, with the low-40s drawn as the supply zone to enter.
Hype is the only crypto worth holding because it buys back and burns nearly all its fees.
Hyperliquid is the bright spot of crypto, clean bounce off prior all-time high; he wants to re-enter higher.
Hyperliquid is decoupling from the crypto market as the team buys back billions of dollars of the token rather than inflating the supply.
HYPE is the safe haven pumping through a Bitcoin crash; highest-conviction long in the pair trade.
ThreadGuy holds his largest position in HYPE and explicitly says he believes it can go really high even as Bitcoin craters. Clear long conviction.
Tulip King has rotated a third of his net worth into HYPE and frames it as a better crypto index than Bitcoin, an ETF on everything with the winning tokenomics. Strong long conviction.
ThreadGuy's largest position and his central crypto thesis: Hyperliquid is the dominant perp DEX product that has decoupled from Bitcoin and keeps re-rating higher. He compares the skeptics to people who never used Solana in 2024.
Hyperliquid sits at the nexus of US financial disruption and absorbs risk-seeking capital in a credit melt-up
Trim HYPE here, 20% of the position, it has capped upside being already so large
Hyperliquid 3x'd and can hit 150 by year end as ICE and TradFi take it seriously
ThreadGuy is openly long HYPE with high conviction, citing decoupling from Bitcoin, CFTC clearing of US perps, NYSE-parent ICE praise, and Russell index inclusion as catalysts. He frames Hyperliquid as the best consumer trading product and an eventual US-legal perp winner.
ThreadGuy calls HYPE the single coin that goes if anything in crypto does, citing the consolidation right under all-time high and its role as the price-discovery venue. He stayed long hype while exiting other alts.
Watkins (Syncrasy) is heavily concentrated in HYPE, framing it as a 99%-margin money machine disrupting the global brokerage and CFD market with TradFi inflows not yet priced in. Long-term hold thesis.
ThreadGuy calls HYPE the industry's best shot, holding above prior all-time high while the ETF swallows flows in the right direction. Clear bullish lean.
Institutions want Hyperliquid for funding arbitrage, driving the token to $350 this year.
Hyperliquid brings institutional-grade leverage to retail, lowering the global cost of leverage; long the protocol.
HYPE keeps ripping to all-time highs: real business, growing revenue/users, uncorrelated to BTC/ETH.
ThreadGuy's central thesis: flows are concentrating into a handful of real coins and HYPE is the lead, riding the ATH breakout and not selling a single coin.
Hyperliquid is the best exchange in the world and worth a 2x, but too big to retire you
ThreadGuy is long HYPE as one of the 3-4 winners absorbing all flows, arguing it has already executed the tokenized-asset and pre-IPO perp narratives that justify a new all-time-high re-rate. SpaceX IPO speculation is a near-term tailwind.
Hyperliquid is the leader of perps capturing RWA volume; revenue buys back the token, driving it past $100.
ThreadGuy is structurally bullish Hyperliquid, arguing the SEC tokenized-stock exemption and pre-IPO perps make it the standout crypto product that should re-rate higher. He repeatedly calls it the best thing in crypto.
ThreadGuy holds HYPE spot as his core conviction position and frames the product and price action as restoring faith in the name. He repeatedly calls it the best crypto product and is structurally long.
Coinbase/Circle stablecoin deal adds ~$150M annual revenue to Hyperliquid, 90% to HYPE holders
ThreadGuy is bullish HYPE on the Coinbase/Circle USDC deal that routes an estimated $160M of additional annual revenue into token buybacks, on top of Hyperliquid becoming the default trading venue. He likes the chart back above 45.
Buy HYPE with every profit; you use Hyperliquid daily and can trade its earnings as a token
ThreadGuy names Hyperliquid as one of the ~5 crypto things that genuinely matter, a real revenue business that could flip Interactive Brokers' market cap and leg to $100.
Hyperliquid is a top global app making real money on perps; Banks and Ansem both hold HYPE.
Hyperliquid is the last cool thing standing in crypto, all-in-one venue underrated edge
Hyperliquid is a thing that works, capital reallocates to it after DeFi hacks
Hyperliquid looks great and ripping after hours; a clean risk-on alt expression he favors.
Holding HYPE as a simpler, lower-risk way to ride the resuming bull market.
Long crypto majors: Hyperliquid, Zcash, ETH leading; Bitcoin chart stronger than stocks and gold.
Hyperliquid up 50% off the bottom, best coin ever as long as founder Jeff stays; long.
Hyperliquid eats commodities trading once stablecoin rails go global
Real volume is flooding crypto rails; as on-chain speculation and stablecoin settlement scale, HYPE accrues the value.
Hyperliquid can easily be a 150-200 asset, only place retail can voice positions when markets are shut
HYPE the one crypto alt worth trading, dipped below 30, Arthur Hayes sees 150
Hyperliquid stays a core long; it has set itself apart from competitors and value accrues to the dominant perp app
Hyperliquid token is an antifragile long-vol play on market churn
Long Hyperliquid against short Coinbase, real revenue and converging volumes versus an imploding incumbent
Token washout spares the few names with real cash flow; HYPE's fee-funded buybacks make it a survivor that re-rates up.
HYPE rose on real fundamentals while alts bled, a sign Hyperliquid has bottomed and value-accruing tokens recover first.
Hyperliquid is the survivor to accumulate on weakness; he'll bid it on the next leg lower.
Coins with real buybacks survive the washout; Hyperliquid favored in K-shaped recovery