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growth @hyperlink_xyz // prev. growth @ventuals, all tweets are my own opinion and are not financial advice.

hyperliquid
Joined April 2024
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graphbluff retweeted
Interesting
I am excited to be an investor in trade(xyz) as they partner with ICE to bring 24/7 perpetual futures on Hyperliquid to the United States. As a market participant, I am looking forward to to using their innovative product to enhance my investment process.
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graphbluff retweeted
Intercontinental Exchange (ICE) and trade[XYZ] have announced their plan to use Hyperliquid as the infrastructure layer to deploy perpetual futures markets for US traders across crypto, equities, commodities, foreign exchange, and other real-world assets, subject to regulatory approvals. ICE operates NYSE and some of the largest exchanges and clearing houses globally. In this structure: + Hyperliquid serves as the underlying technology infrastructure via HIP-3* + trade[XYZ] designs and implements the markets + ICE operates the regulated market and clearing structure Existing trade[XYZ] HIP-3 markets will remain unchanged. Hyperliquid is a neutral infrastructure layer with the goal of supporting large parts of the financial system. As with HIP-3, HIP-3* deployers are independent operators who use Hyperliquid as the onchain infrastructure layer for their own markets, while retaining control and responsibility over their deployment.
trade[XYZ] and ICE, owner of the New York Stock Exchange, are joining forces to bring 24/7 perpetual futures on Hyperliquid to the United States. In just over a year, our markets on Hyperliquid have surpassed $650 billion in volume. They provide continuous price discovery for stocks, indices, and commodities, and have become trusted reference points for retail and institutions alike when traditional markets are closed. Much of the world trades them. Until now, Americans could only watch. We intend to change that. Subject to CFTC approval, trade[XYZ] and ICE plan to establish a new, dedicated U.S. market, with novel exchange and clearing infrastructure built on Hyperliquid. Planned contracts span equities, indices, commodities, FX, and crypto, with access through participating brokers and platforms. We’ll share more on products, eligibility, and timing as approvals progress. ICE brings more than 25 years of experience operating regulated markets, clearing, and managing risk. trade[XYZ] brings the product development, market design, and technology behind the most liquid and robust markets on Hyperliquid. Innovation and the protections of U.S. regulation shouldn’t be a trade-off. Together, we plan to prove it. ICE is making a strategic investment in trade[XYZ] and joins us in building towards the future of Hyperliquid. A small group of market luminaries is joining as well, beginning with Stan Druckenmiller. For more than four decades, few investors have anticipated the great turns in markets as often as Stan. We’re proud to have him with us for the next one. We’re building the U.S. market in parallel with our existing HIP-3 markets, which we’ll continue to expand and innovate on. We expect both to flourish. They each have a long road map ahead, from new asset classes to new ways to trade them. To the Hyperliquid community, whether you were here before us or came because of us, thank you. You took a chance on new markets and you made them matter. You’ll forever be a part of this story. Anything. Anytime. On ICE[XYZ].
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graphbluff retweeted
Joining forces with @tradexyz Welcome to our community.
trade[XYZ] and ICE, owner of the New York Stock Exchange, are joining forces to bring 24/7 perpetual futures on Hyperliquid to the United States. In just over a year, our markets on Hyperliquid have surpassed $650 billion in volume. They provide continuous price discovery for stocks, indices, and commodities, and have become trusted reference points for retail and institutions alike when traditional markets are closed. Much of the world trades them. Until now, Americans could only watch. We intend to change that. Subject to CFTC approval, trade[XYZ] and ICE plan to establish a new, dedicated U.S. market, with novel exchange and clearing infrastructure built on Hyperliquid. Planned contracts span equities, indices, commodities, FX, and crypto, with access through participating brokers and platforms. We’ll share more on products, eligibility, and timing as approvals progress. ICE brings more than 25 years of experience operating regulated markets, clearing, and managing risk. trade[XYZ] brings the product development, market design, and technology behind the most liquid and robust markets on Hyperliquid. Innovation and the protections of U.S. regulation shouldn’t be a trade-off. Together, we plan to prove it. ICE is making a strategic investment in trade[XYZ] and joins us in building towards the future of Hyperliquid. A small group of market luminaries is joining as well, beginning with Stan Druckenmiller. For more than four decades, few investors have anticipated the great turns in markets as often as Stan. We’re proud to have him with us for the next one. We’re building the U.S. market in parallel with our existing HIP-3 markets, which we’ll continue to expand and innovate on. We expect both to flourish. They each have a long road map ahead, from new asset classes to new ways to trade them. To the Hyperliquid community, whether you were here before us or came because of us, thank you. You took a chance on new markets and you made them matter. You’ll forever be a part of this story. Anything. Anytime. On ICE[XYZ].
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graphbluff retweeted
Replying to @hyperlink_xyz
@hyperlink_xyz has passed $850M in trading volume as the prime broker for Hyperliquid. 📈 1% of all builder volume on Hyperliquid 💸 Lower fees and confidential execution 🔐 Wallet operations secured with Fordefi’s MPC wallet Read the story medium.com/fordefi/how-hyper…
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graphbluff retweeted
Retail bankrolls Hyperliquid. ~40% of volume. ~90% of fees. (@RuizheJia et al.) Over half the $126M these users lost went straight to fees. Their apps charge 2+ bps above base. @hyperlink_xyz flips that: we pool volume + staking to give retail VIP rates below base.
We tracked 400,000 traders through six retail apps on Hyperliquid. They bring traders, volume and fees every month, but users are down $280M all-time. Over half of what they lost through the apps went to fees, and one in seven is active after 3 months.
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graphbluff retweeted
HyperLink is a prime broker built on Hyperliquid, focused on speed, privacy, and cost. Two months ago, it had routed $180M in total volume. Last month alone, it routed $254M HyperLink is quickly becoming one of the fastest growing startups in Alliance.
Hyperliquid built the exchange. HyperLink is building the broker. We raised $2.5M from @Alliance @NorthIslandVC @hi_Reverie @Node_Cap @breed_vc @smartestmoney Lowest fees. Private flow. Best execution. Last month: $254M routed, 0.1% of Hyperliquid volume. Next: 10% of HL.
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graphbluff retweeted
"improve it until HL dethrones binance" – @chameleon_jeff Hyperliquid
Binance will list @HyperliquidX (HYPE) with the Seed Tag applied. More info → binance.com/en/support/annou…
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graphbluff retweeted
BULLISH HYPERLINK Benefits COMPOUND. Imagine when we cross 14d >500M volume with 0bps maker fee. or maker rebates start when we cross >0.50% HL maker volume. HEAVEN. Good traders will eventually find out and notice the value prop. Hyperliquid
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graphbluff retweeted
Since recording this over the summer with @andyyy, we have had several positive updates as it relates to US regulatory clarity. Has never been a better time to build a business with Hyperliquid 🇺🇸 nitter.cf/HansonBirringer/status…
Hanson Birringer (@HansonBirringer) on The Rollup: Hyperliquid is an open, permissionless L1. If decentralized venues win the new US regulatory clarity being pushed for, regulated brokers could route orders through it, and each new front end deepens liquidity for everyone. 0:01 Open L1; can't speak for the team but thinks they're handling it well 0:19 A CFTC comment seeks clarity for decentralized venues too 0:34 If so, regulated broker front ends could route orders through it 0:45 Fits the original liquidity layer, AWS-style thesis 0:52 Every new front end adds maker and taker volume for all users
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graphbluff retweeted
Hanson Birringer (@HansonBirringer) on The Rollup: Hyperliquid is an open, permissionless L1. If decentralized venues win the new US regulatory clarity being pushed for, regulated brokers could route orders through it, and each new front end deepens liquidity for everyone. 0:01 Open L1; can't speak for the team but thinks they're handling it well 0:19 A CFTC comment seeks clarity for decentralized venues too 0:34 If so, regulated broker front ends could route orders through it 0:45 Fits the original liquidity layer, AWS-style thesis 0:52 Every new front end adds maker and taker volume for all users
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graphbluff retweeted
Crypto moves in stages, each one progressing to what I believe to be the natural end state of finance: permissionless, composable onchain capital markets. Prior cycles we saw new innovations lead to short term trends that drove retail mania but failed to bring real institutional adoption to assets besides BTC. 2017 = ICOs 2021 = NFTs 2024 = Memes 2026 = Revenue We have a new era of tokens amongst us, led by hyperliquid:native, that are paving the way for real capital allocation to come onchain again.
Hanson Birringer (@HansonBirringer) on The Rollup: Digital asset investors increasingly want tokens with real cash flows paid to holders, a standard Hyperliquid arguably set by breaking with the what-if valuations of past cycles. 0:01 A gap between the big two and revenue generating tokens investors now want 0:20 Past cycles' what-if premium: $500 a month revenue at a $2B valuation, amid supply and demand games 0:53 Hyperliquid as the purest expression of a growing company returning value through buybacks 1:05 Staking rewards and trader fee discounts make HYPE a productive asset alongside buybacks
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