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

hyperliquid
Joined April 2024
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
@binanceSep 24
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 🇺🇸 xitter.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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graphbluff retweeted
Introducing HL Radar. Your source for Hyperliquid news, clips and market insights. We cover the conversations and developments shaping the ecosystem: what changed, why it matters and where to find the source. Follow to keep Hyperliquid on your radar.
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graphbluff retweeted
Origami Tech x HyperLink We’re happy to announce our collaboration with HyperLink @hyperlink_xyz, a prime broker and execution layer built for Hyperliquid. HyperLink gives traders access to Hyperliquid’s order book through shared infrastructure, with pooled fee advantages and confidential execution. With the new integration, Origami Tech users can connect to HyperLink and run their automated crypto trading strategies while accessing Hyperliquid liquidity through HyperLink’s infrastructure. More details on the integration and setup are coming soon.
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Introducing our partners for the Hyperliquid Forum by @Yield_Summit An independent, community-led event connecting institutional capital with the teams building on Hyperliquid. Co-Host — @Grayscale Title Partners — @HyperLink_xyz, @Outcomexyz Partners — @ValantisLabs, @FireblocksHQ, @CoinRoutes, @HyperionDeFi, @DoubleZero, @looping_col, @blockaid_, @ensembleio Not affiliated with the Hyper Foundation or Hyperliquid Labs. 🗓️ October 6 📍Raffles Hotel, Singapore Request an invite: hyperliquidforum.com/singapo…
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