Hyperliquid (HYPE)

Hey @RyanWatkins_, loved your latest pod appearance with @JasonYanowitz. Well put analysis on HYPE, which is quite rare nowadays. A few questions for you: 1. Do you think Hyperliquid could still fufill its mission if Jeff disappeared tomorrow? 2. Now that most of Hyperliquid & HIP-3 comes majoritarily from Trade/Unit, don't you fear their native asset could vampire attack HYPE valuation? I get that you might have additional private info on that matter, but asking for your opinion in case you don't. Agree with you otherwise: HYPE might seem expensive now P/E wise, but who cares if it ends up being the next Binance or CME in the future (could very well be with 2 top tier founders).

buying HYPE at $68 is like buying BTC at $68K

SpaceX just debuted on Nasdaq up 19% on day one the window is open - this is the moment Arthur Hayes flagged when he exited his entire HYPE and NEAR position weeks ago three mega AI IPOs absorbing institutional liquidity between now and Q3. SpaceX priced, it popped. the floodgates for OpenAI and Anthropic are now unlocked will walk you through the two-sided read for crypto short term → the liquidity competition just became real. the same institutional desks that were rotating into crypto during April’s ETF inflow record now have a 19% day-one winner sitting in their portfolio and two more multi-trillion dollar offerings queued behind it. capital will follow performance medium term → a SpaceX pop that validates the AI IPO pipeline means more institutional money gets activated overall. some percentage of that newly mobilized capital finds its way into crypto AI narratives once the IPO dust settles the gap between those two timelines is the trade. watch how the next 60 days absorb the SpaceX momentum before drawing conclusions about what it means for crypto

$HYPE | 🤷‍♂️ https://t.co/xF1eTUoHYE

Crypto One Liners - Crypto Currencies HYPE (-28.5%) — A $700M token unlock dropped the price 12% before Arthur Hayes publicly exited his full position the same day; the UK FCA's unauthorized firms listing added a regulatory body blow. ZEC (-34.6%) — A four-year-old vulnerability in Zcash's Orchard shielded pool, discovered by Claude Opus 4.8, caused a 40% crash and $3B market cap wipeout; an emergency hard fork (NU6.2) found no exploitation, and the Ironwood upgrade catalyzed a 45% rebound from lows. RENDER (-30.8%) — Strong fundamentals (11M+ frames processed, accelerating burn) were irrelevant as the token sold off with the broader AI complex; analysts maintain the infrastructure narrative remains intact. ONDO (-20.7%) — Ondo Perps launch triggered a 30% rally to $0.42 before a sharp reversal; a looming 1.94B token unlock is the dominant near-term overhang despite Binance Research flagging a $2T tokenization opportunity. PUMP (-22.6%) — A 10B token unlock on June 12 follows a May unlock that correlated with a 22% drop; the viral "GO" bounty marketplace and $780M cumulative SOL revenue weren't enough to offset the supply pressure. WLD (-20.0%) — OpenAI's IPO filing sent WLD 20%+ higher on Altman's dual role, before Arthur Hayes dumped his entire position one day after saying he'd hold — triggering "exit liquidity" accusations and wiping all gains. LDO (-15.6%) — Tracking ETH lower with no near-term catalyst before a late-June governance vote on Staking Router v3; the NEST buyback program provides a structural price floor linked to staking revenue. XTZ (-23.6%) — A June governance vote on the quantum-resistant Tezos X mainnet upgrade is the key watch item; TezDev 2026 spotlighted tokenized gold and strategic metals as emerging institutional RWA use cases. More one liners, including crypto currencies, crypto stocks, macro, see previous posts or link in bio.

i will buy hype at $̶𝟷̶𝟾̶ $40 https://t.co/Pyq5G6FVvF

New ATH in HYPE Whales https://t.co/5V33w7dFrK