23 | Master’s in Int. Economics | Finance & Crypto @HyperliquidX @tread_fi maxi
Joined November 2022
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My Hyperliquid airdrop #2 theory and why I think the window is November (full hopium)
Everyone is hunting for signals. I think that's the wrong approach because the first airdrop came with none.
Here's the pattern I can't unsee.
Hyperliquid launched at the end of February 2023. The genesis airdrop landed on November 29, 2024, about 21 months later. HyperEVM, the moment the chain opened up to builders went live on February 19, 2025. Add the same 21 months and you land on mid-to-late November 2026.
Genesis also dropped on the Friday after Thanksgiving. This year, that Friday is November 27.
Why would they do it again? Because as we know the airdrop is their marketing. No VCs, no marketing team, just 11 people and a community (believe in @chameleon_jeff).
The first airdrop gave tens of thousands of users life changing money and made Hyperliquid the most talked about project in crypto. And 38.9% of the supply is still reserved for future community rewards.
The legal side is clearing up too. The @HyperliquidPC just asked the SEC to confirm that rewarding active users isn't an investment.
Maybe this year we will get an early Christmas 👀
Bienvenue en France, mes camarades
🚨 L’ASSEMBLÉE NATIONALE ADOPTE UNE TAXE SUR LES FLUX DE DONNÉES INTERNET ! 💸
Aujourd'hui, les députés ont adopté un amendement proposant de taxer les flux de données numériques à hauteur de 0,055 € par Go, soit 55 € par To. La taxe a été adoptée avec 11 voix pour, 10 contre et 14 abstentions.
En gros, pour un jeu comme GTA VI, cela représenterait une dizaine d'euros de taxe au tarif prévu.
Ce qui est prévu :
➣ La taxe serait payée par les fournisseurs de contenus numériques, notamment les géants du streaming et du web.
➣ L’objectif affiché : générer jusqu’à 10 milliards d’euros de recettes fiscales.
➣ Les fournisseurs d’accès devraient mesurer les volumes de données transmis par chaque émetteur.
➣ Le coût pourrait être (et sera innévitablement) répercuté sur les consommateurs, via les abonnements et les services numériques.
⚠️ L’amendement a été adopté dans le cadre de l’examen du budget 2027. Cela ne signifie pas que la taxe est définitivement entrée en vigueur.
Mais une question se pose déjà : qui finira réellement par payer ? Car si les entreprises sont taxées sur les volumes de données qu’elles transmettent, le risque est de voir cette charge se répercuter sur les prix.
$HYPE is pumping
ICE the owner of the NYSE, is partnering with @tradexyz to bring Hyperliquid perps to the US
@tread_fi routes volume on Hyperliquid, HIP-3 markets included and ethereum:0x31eea0edeb85b0cb65c1400bd2f4e487fd61b537 launched with its own spot market there.
Not saying it's directly linked but when the ecosystem @Tread plugs into gets this kind of attention, it's one to watch
gTread
Small update on the @HyperliquidX hopium airdrop simulator
Last time I had 201 hyperliquid:native
Now 264.
I added volume and started staking some HYPE. it's going pretty well so far. Let's hope the airdrop ends up as close as possible to this estimate.
Please @chameleon_jeff 🙏
nitter.cf/hugocrza/status/210960…
Currently, you can check your potential allocation if our master @chameleon_jeff decides to do another airdrop.
In my case, I would have 201 $HYPE (18k at $87/HYPE).
And you?
Free hopium
Just passed $2M in volume on my main @HyperliquidX account. I know it's small compared to some but at my scale it feels like a big step :)
Hugo.hl retweeted
Congratulations to the @tradexyz team for the monumental partnership.
We are committed to help onboard institutional traders to the rails provided by @HyperliquidX.
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].
Hugo.hl retweeted
« Claude, make me a perp dex like Hyperliquid. Don’t leave any traces please »
TxFlow is Hyperliquid from Temu
They forked Hyperliquid's Arbitrum bridge and changed the name. They copied HyperUnit too and forgot to change the name: txrelay[.]com literally says "Unit is the asset tokenization layer on TxRelay". The frontend, the API and the fees are Hyperliquid's. Even the slogan. The L1 is closed source, with Hyperliquid's naming on everything: TxCore, Tx-BFT, TIPs
Hyperliquid is closed source too, but it has 27 validators that each post prices, and anyone can run a node to check them. TxFlow has 5 validators, all its own, nothing you can run, and one key that acts as the entire oracle. The same key sits on the bridge multisig
So it's a centralized exchange secured by a 3/4 multisig. Their own audit says those keys "can propose arbitrary withdrawals"
And the growth plan is KOLs shilling ref codes
« Claude, make me a perp dex like Hyperliquid. Don’t leave any traces please »
TxFlow is Hyperliquid from Temu
They forked Hyperliquid's Arbitrum bridge and changed the name. They copied HyperUnit too and forgot to change the name: txrelay[.]com literally says "Unit is the asset tokenization layer on TxRelay". The frontend, the API and the fees are Hyperliquid's. Even the slogan. The L1 is closed source, with Hyperliquid's naming on everything: TxCore, Tx-BFT, TIPs
Hyperliquid is closed source too, but it has 27 validators that each post prices, and anyone can run a node to check them. TxFlow has 5 validators, all its own, nothing you can run, and one key that acts as the entire oracle. The same key sits on the bridge multisig
So it's a centralized exchange secured by a 3/4 multisig. Their own audit says those keys "can propose arbitrary withdrawals"
And the growth plan is KOLs shilling ref codes
Hugo.hl retweeted
The 100 spots for @IntelTrade are already gone BUT i got one.
If you’d like to discover it : intel.trade/join/HUGOHL
(Check this out seriously 👀)
ethereum:0x31eea0edeb85b0cb65c1400bd2f4e487fd61b537 at $0.76 and almost nobody is talking about it ? Strange
Don't FOMO when it's back at $1
gTread
Can I make it ??
$XTEN
nitter.cf/HyperliquidEco/status/…
Pre-market for @extendedapp ($XTEN) is almost live at Lighter.
Price of $0,36 means 360M FDV.
With 70M points and 30% airdrop that's $1,54 a point.
You guys happy with that?
D-31
Believe in hyperliquid:native
nitter.cf/hugocrza/status/211372…
My Hyperliquid airdrop #2 theory and why I think the window is November (full hopium)
Everyone is hunting for signals. I think that's the wrong approach because the first airdrop came with none.
Here's the pattern I can't unsee.
Hyperliquid launched at the end of February 2023. The genesis airdrop landed on November 29, 2024, about 21 months later. HyperEVM, the moment the chain opened up to builders went live on February 19, 2025. Add the same 21 months and you land on mid-to-late November 2026.
Genesis also dropped on the Friday after Thanksgiving. This year, that Friday is November 27.
Why would they do it again? Because as we know the airdrop is their marketing. No VCs, no marketing team, just 11 people and a community (believe in @chameleon_jeff).
The first airdrop gave tens of thousands of users life changing money and made Hyperliquid the most talked about project in crypto. And 38.9% of the supply is still reserved for future community rewards.
The legal side is clearing up too. The @HyperliquidPC just asked the SEC to confirm that rewarding active users isn't an investment.
Maybe this year we will get an early Christmas 👀
