Sam
@0xCryptoSam
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research analyst @messaricrypto | covers DeFi, Trading, and Bitcoin Eco | prev pm @ether_fi | not financial advice
New York, NY
Joined December 2021
Unit surpassed ByBit in PUMP deposits. Onchain CEXs are the future.
In just 4 hours since listing $PUMP, users have deposited over $50M to Hyperliquid - equivalent to 1% of the total supply - traded more than $60M (surpassing BYBIT), and made us the second largest protocol by holdings.
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$5.5B is FUD.
At current market cap and FDV, $PUMP revenue returned to token holders (25%) is higher than $HYPE, $AAVE, and $RAY buybacks as a % of supply. The token also trades at the lowest multiples based on both total revenues and revenues to token holders. $5.5bn is fud.
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Let's get the facts straight on PUMP: . > $1.3B already in profit at unlock, very likely an enormous amount of sell pressure off the bat. > Funding is ~1,000% annualized, degens WANT to be long here. > The token already did 25%+ in price discovery on Hyperliquid. $510m in
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thiccy is on a generational run right now, this might be his best article yet. love to see high-quality, original, long-form content on the timeline again. inspires me to become a better content creator, think its +EV if you're in crypto given the variance in content quality.
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10 billion.
The PUMP sale had 14,584 participants. Only 0.9% of the participants got in through a CEX partner. gg everyone is now sidelined.
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Watching this closely if we get a new-gen DeFi season. .
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RT @0xTulipKing: Monero is one of the best performing assets of the year and nobody has noticed. (*As of Writing) Monero sits at the top wi….
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Ordinals are only a good investment as long as there isn’t a better investment in Bitcoin programmability. That window is closing….
If Ordinals reach just 0.1% of BTC MC (still 20x smaller than ETH NFT peak ratio), that's a 10x from here. How i see this potentially playing out. As Bitcoin dominance climbs from 65% toward 70%:. First Wave: Direct Bitcoin accumulation (happening now with ETFs, corporate.
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My bull market takes:. > If @PlasmaFDN gets native USDT + Paolo/Tether marketing (Paolo on the cap table), it will be the next onchain runner. Expect it to hit $5b on a LTF .> ETHBTC bottomed, we're gonna cut through $3k-4k with haste .> PUMP hits $10b in 2 wks . The euphoria.
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RT @guru__hl: So Hyperliquid is not only creating buy pressure for $HYPE but also sell pressure for $SOL LMFAOOOOOOOO.
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RT @immutablejacob: Total capital raised in Q2 fell 20% QoQ to $5B. However, the 6 largest M&As totaled $5.4B, exceeding the total capital….
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RT @MessariCrypto: Total revenue from Hyperliquid builder code just hit $10 million today. @pvp_dot_trade is the largest contributor so f….
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I've got a feeling we're going to see a builder code gold rush. Between this and HyperEVM eco giving utility to HYPE, we could see a genuine Hyperliquid wealth effect a la DeFi Summer.
We're beyond stoked to announce the addition of @HyperliquidX Spot Markets to Bullpen. Not everyone can handle 40x leverage, and Bullpen is for everyone — even your girl. Hyperliquid.
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phantom x hyperliquid means:. - all your CLOBs are in danger.- all your perp dexs are in danger.- all your solana memecoin volume is in danger.- solana is in danger. this is gonna be fun
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Confirms what I expected. Compared to Hyperliquid, Robinhood caters to a different user type that does less volume per user (<0.7% of total Hyperliquid volume) and therefore produces less average revenue. Just speculation, but I expect majority of HL users who withdraw to.
This time, I thought to take a look at how @RobinhoodApp does compared to @coinbase on-chain. Obviously RH does less than CB but just for comparisons sake:. Of the 549 unique addresses that have withdrawn from RH on to @Arbitrum, only 67 of them represent the top 10,000 addresses.
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RT @blockgraze: wow can’t believe the pump presale is happening . better check on my bags, wonder if this impacts them .
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