HYPEconomist

hyperliquid summer 🌊

the real reason why $HYPE is trading 24x higher than $LIT
for hyperliquid, you know you’re directly owning a piece of the exchange
99% of the trading fee revenue is used to buy back and burn the token
with lighter, you’re currently betting on future ownership
as vlad stated, this depends on regulatory clarity being passed
this doesn’t make it a bad investment, it just comes with additional risks around the ownership question compared to hyperliquid
that said, if regulatory clarity does get passed and token holders receive real ownership in the exchange, it would be a major bullish catalyst fo

bought a decent $LIT bag below 90 cents
also took a few longs along the way but i’m out of all of them now
still holding my spot bag
i think Lighter is a strong beta play on hyperliquid, with solid bullish catalysts around US regulations and upcoming integrations
exited my longs because the short term open interest to price ratio looks a bit overextended
long term, their success will heavily depend on how well those integrations go and how much user growth/volume they can actually bring to the platform
all that said, holding $LIT without any $HYPE exposure is pure cope

SEVENTY UNITED STATES DOLLARS

another perpDEX just shut down
we’ll see many more stopping operations, not TGE’ing, or straight up scamming users
perps are an amazing financial product and are still in their early stages
the entire perps industry is going to get huge over the coming years
this attracts tons of scammers and grifters
many teams simply raise money, build a perpDEX, raise money, run an incentive/points program, extract users by making them farm an airdrop that will never come, then shut down and disappear forever
but the few good, truly innovative ones will survive and see insane growth
hyperliquid: obvious win

hyperliquid’s open interest is back above $10B
up and to the right since february

why i bought $14K worth of $SEDA
i've already shared this in my telegram, but wanted to post it on X as well, so i can collect my flowers once i'm proven right
bull thesis:
$SEDA is one of the cleanest ways to bet on the continued explosion of onchain perps and 24/7 markets, especially HIP-3 markets
as more equities, indices, commodities, and pre-IPOs move onchain with continuous trading, the need for reliable, programmable oracle infrastructure grows massively
in addition, they are working with perpsfun and their deployment partners on launching tons of interesting long-tail markets on hyperl

2025 crypto earnings
trump: $1.4 billion
hyperliquid: $800 million
give me one good reason why i shouldn't sell my $HYPE to buy $TRUMP