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孤鹤.hl
@ZKSgu
Hypurr#4368🐱# 🌊Kaito Top ICT -All CT #8# & Ethos#4|🎒🦅用# #Binance# 交易🔗
994 正在关注    38.4K 粉丝
市场目前有多看好 hyperliquid:native 呢?拿 @42space 上这个HYPE和BNB的FDV比值的事件来说。 现在HYPE是550亿,BNB则是850亿,BNB的倍率依然是低于HYPE,也就是参与事件的资金认为HYPE的FDV今年有75%左右的概率会flip BNB,即使BNB没有波动的情况下,HYPE还要在现在的基础上继续上涨54%,大家都知道HYPE今年已经涨了近2倍。 我个人从情感角度上来说肯定是坚定的HYPE派,但这个事件的赔率未必是理性的,有一些角度可以交叉比对。 1、因为带有时间戳,所以这个事件肯定是跟传统期权更接近。 因为HYPE这段时间的波动率更高,目前HYPE的期权市场也越来越成熟,9月份call的盈亏平衡价格在69USD,而12月的call目前深度不佳(对应的价格预测就不那么准确),盈亏平衡价格在72USD,BNB的期权则最多只有30天的,盈亏平衡价格是668USD,从这些价格目前对应的FDV来说,期权市场很看好HYPE但并没有这么乐观,这里面或许有套利机会。 2、既然是比FDV(价格*总供应量),那就既要看价格变化,也要看代币供应量变化。 @HyperliquidX 每天的收入99%都会用于回购 HYPE 并转入af地址,转入这个数学上的黑洞地址以后,理论上token然存在,只是不能再被人转移了,而在前段时间的提案投票正式通过以后,coingecko的统计口径里才将这部分称为被销毁了。 BNB同样有销毁模式,不过销毁数量基于 BNB 的链上价格以及 BNB Chain 网络的供需情况进行动态计算,每个季度150万左右,最终目标是将总供应量削减至 1 亿枚,这个部分跟Binance平台的收入无关,也不从市场回购。 所以,HYPE的回购直接影响价格,每个月提供60M左右的购买力,买的这部分会移除供应量,而BNB通缩只影响代币供应量变化,不影响价格,这一点是HYPE能flip BNB的关键优势所在,但供应量被移除也意味着其FDV并不是无脑上涨的。 3、很多人将这个事件直接简化为hyperliquid和binance两个平台之间的对比,这是不对的。 从第二点也能看出来,HYPE代表hyperliquid未来的全部收入现金流,加上hype生态里hip-3项目的一半收入现金流,而BNB则只代表BNB CHAIN未来的gas收入和binance launchpool未来的部分权益,说白了Binance的收入大头 手续费收入 是给到了Binance Holdings Ltd.这个实体,并不直接流向BNB二级市场。 所以在人工开支这部分,HYPE团队有些成员拿到了HYPE会出售一部分,而 @binance 则将当初的团队份额用于通缩机制销毁,现在工资应该不会再用BNB结算?我不知道。 总结下,因为燃烧会减少供应量,所以就算营收和市盈率不变,HYPE的价格向上的趋势依然会非常稳,但FDV迅速flip BNB则需要非理性定价。 - 事件战壕出来以后,多关注期权市场和42space,前者以做市商的理性定价为主,赌起来很舒服,比如这段时间买HYPE的call;而42space因为接入了binance wallet的渠道,散户很多,会出现一些非理性的定价,存在套利空间,机会就很多。
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2026 bitcoin pizza day快乐,资产新高,双喜临门。 收到 @okx 的限定🍕礼盒,谢谢 @star_okx@Mercy_okx 老板。
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再说一次一定要交叉验证。或者直接拒绝一切资金往来,有老师被骗了一个大的,我都没想到我的名号能借这么多钱。 头疼,我囤这么多hype怎么会找你们借钱呢😭
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出去玩了一趟,刚回来,这段时间没上x督促老板们,都坚持定投 $hype 了没? 另外,最近有人在tg上冒充我,大家不要跟网友进行任何的财产往来,点击链接等等,注意交叉验证身份!
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@BTC__options 没明白为啥非要rfq 做市商把单子直接挂出来不就得了
jeff准备拯救美国散户于资本利得税的水火之中了😁
I spent the past few days in Washington with @hyperliquidpc meeting with policymakers during the historic advancement of the Clarity Act. We discussed Hyperliquid, the benefits that it offers to American consumers, and the regulatory path to bring onchain derivatives markets into
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即将被 hyperliquid:native 取代的旧时代产物已经着急了。
Today, Bloomberg reported on certain incumbent traditional exchanges raising concerns about the integrity and impact of markets for perpetual derivatives on Hyperliquid. These concerns are unfounded. Hyperliquid offers enhanced market transparency, publishing a complete onchain record of every transaction in real time, making it a uniquely hostile environment for insider trading or price manipulation. Hyperliquid’s transparency serves as a strong deterrent for misconduct and facilitates surveillance, detection, and investigation by regulators and law enforcement. Hyperliquid also offers 24/7 trading, an innovation that substantially increases market efficiency. Prices move whether traditional exchanges are open or not. Continuous trading eliminates gaps and discontinuities between legacy market hours, improving price discovery for all participants. Bloomberg correctly reports that U.S. law is not currently tailored for derivatives markets on public blockchains like Hyperliquid. We look forward to continuing our work with policymakers in Washington to bring onchain markets inside the regulatory perimeter.
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目前 @worldlibertyfi 在cex赛道崛起可谓势不可挡,计价(上了btcusd1合约)、保证金、抵押品(99.99%),三位一体。 市占率来到第四名,最大的推力是持续补贴(下个月又出续杯公告了),这五轮共发放超过1亿美元的wlfi空投。 我觉得这不是代价,而是所有权分配,因为币都是给到了usd1社区。
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GM 🦅☝️ two major ones for the fam today: → first @Binance Futures USD1 perps → BTCUSD1 goes live May 18, 09:00 UTC. 100x. USDⓈ-margined. AND → USD1 is now at the Highest Collateral Ratio Tier → 99.99% across Portfolio Margin on Binance Futures.
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恭喜 @jinhan8@bluwhaleai 拿下Globee银奖。 去年bluai还拿过金奖,技术在crypto+ai赛道的这些项目是第一梯度的硬。
. @jinhan8 / Bluwhale has been recognized as a Silver Winner at the 2026 Globee® Awards for Artificial Intelligence 🏆 Awarded in the “AI Data Privacy Advocacy Achievement” category for work around AI, privacy, and bringing Zero Knowledge Proofs into financial systems ⚔️🤖 As AI agents become more autonomous, privacy and trusted financial infrastructure matter more than ever. More to come 👀 👇
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在积分过渡期用bp,依然是有福利的。 交易员报名以后,交易量达标直接给返现。 特别是质押了bp的老师,vip2直接免手续费,基本相当于白送200usd,美滋滋🎒
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Trading Trail is live 🏔️ Progress through volume levels and unlock up to $200 in cash rewards. 1-week challenge. Start now:
从美债到美股,从盘前到永续,都在给 hyperliquid:native 提供流动性。 今天你定投了吗?
Excited to see everyone come together for this historic moment. AQAv2 brings the protocol-aligned stablecoin model that @Nativemarkets trail-blazed to USDC with @Coinbase and @Circle's commitment to Hyperliquid. The community no longer has to choose between liquidity and
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小兔子前几天解锁了usdm的第一份kpi奖励,现在euphoria(
Euphoria mainnet is now live. It's time to have some fun.
Native Markets曾经因为独立专注于hyperliquid建设拿下usdh,但实践上转化的过程很慢,过渡期带来了流动性碎片化问题。 AQAv2不再要求项目方专注在hypercore和hyperevm上,但依然要求把收益回流hyperliquid生态,并且质押50万hype,好处是成为HIP-4 和验证者运营的永续合约市场必须使用的报价资产。 cb和crcl已经抢先登船,tether和dreamcash、wlfi和usd1要努力了,显而易见的兵家必争之地。
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Coinbase has announced its plan to activate AQAv2 on USDC as the treasury deployer, with Circle serving as the technical deployer responsible for CCTP and native cross-chain infrastructure. Both Coinbase and Circle have committed to stake HYPE to activate AQAv2. As part of this transition, Native Markets has agreed to terms granting Coinbase the right to purchase the USDH brand assets. With Coinbase, in its role as treasury deployer, sharing the vast majority of reserve yield revenue with the protocol, USDC will become the most aligned stablecoin on Hyperliquid. As a result, canonical outcome (HIP-4) markets will use USDC as the quote asset in a future network upgrade. User and builder feedback has been consistent that fragmentation leads to degraded experience; now, the community no longer needs to choose between liquidity and protocol alignment. The pioneering work of Native Markets in launching USDH as the first production-scale stablecoin sharing yield directly with a protocol in a purely onchain implementation made AQAv2 possible. The learnings and mechanics pioneered by USDH will live on in AQAv2. The Hyper Foundation will give grants to eligible HIP-3 deployers, HIP-1 deployers, and builders who integrated USDH, supporting teams through migration over the next months. These grants reflect an ongoing commitment to teams who choose to build on Hyperliquid and align with the protocol. USDH markets are fully functional but will sunset over time. USDH remains fully backed, with feeless conversions to USDC and fiat available to users during this transition.
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每次这种行情都是抢筹的好机会。 昨天0x4E5319dEb1072B01439EE674db5C321d11fd96F8,又购买了 151,000 枚 $HYPE(价值 609 万美元)并对其进行了质押。过去一周,这位鲸鱼总共购买并质押了 500,998 枚 $HYPE(价值 2130 万美元)。 今天(1)风投机构 No Limit Holdings(0x4c6452f18d5967f1f7e9884bc5cdfc60452e015a) 预计在 [$31.88,$35.88] 区间内逢低买入 250 万美元的 $HYPE,向 Hyperliquid 充值了 726 万美元的 USDC,其中 476 万枚 USDC 转移至 4 个地址,剩余部分均用于挂单买入 HYPE,HYPE 现价 $38.6 (2)yeti.hl/0x7fA77093e83C9292C2357ea799AC2C57EC138203,向 Hyperliquid 存入 243 万 $USDC,然后买入 62,230 $HYPE(价值 243 万美元)。 (3)钱包(0xb5E4)已链接到a16z,8 小时前又购买了 50,168 $HYPE(价值 197 万美元)。 过去一个月,该钱包已购买了 164 万 $HYPE(价值 6943 万美元),转移了5百万美元到0xdec地址进行质押,目前浮亏 600 万美元。 (据Arkham/lookonchain/Ai姨等检测)
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HYPE Miami, that's a wrap Honored to support with Hyperliquid eco partners. Thanks @hypeglobal_ for bringing everyone together in this stunning venue
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这次@RiverdotInc 投票拿下第一,很舒服,继续加仓 river pts,转化未来的 $river 想无成本获得pts,可以用最近集成的okx @wallet ,多链兑换satusd,存金库里,不要只看表面apy,实际上转化到期后apy会增加不少。
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Integration with OKX DEX Swap any asset → satUSD, in one tap, directly in River App. Routed through @wallet API and powered by @okx DEX aggregator ▸ multi-chain support ▸ best-route execution ▸ one-tap into satUSDte
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出去玩了一趟,刚回来,这段时间没上x督促老板们,都坚持定投 $hype 了没? 另外,最近有人在tg上冒充我,大家不要跟网友进行任何的财产往来,点击链接等等,注意交叉验证身份!
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Congratulations to Phantom on reaching $20M in builder code revenue on Hyperliquid in under a year. Users can trade 200+ markets in the Phantom app, including crypto, indices, commodities, and more. To date, 100+ teams have integrated via builder codes, earning a share of fees on every trade their users make.
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孙宇晨通过实体blue anthem 投资wlfi,却违背了作为机构投资者的条款,转移了token,遭到冻结。 当然这类事在这些年里也屡见不鲜了,从徐子敬到巴菲特再到特朗普家族和wlfi,他违约的对象咖位也是越来越大。 随着@worldlibertyfi 对孙宇晨提起诉讼,其复杂的资本结构也露出了冰山一角。 孙宇晨的命名习惯依然带有文青底色,除了blue anthem ,通过公开查询,同批次序号里还有人用安·兰德的笔名rand和作品anthem 加上红黄黑橙绿等颜色前缀注册了另外多家受益人相同的BVI实体。 其中black anthem直接参与投资tron,red rand已经改名为他收购的种子协议bit torrent limited,yellow rand已经注销;而在香港的fountainhead、objectivists、love letters等公司,直接使用了书名。 明面上孙宇晨有波场、火币等业务,很好的掩盖了这些水下的实体,这场官司很可能会挖出更多不为大家所知的细节…
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Today, we are filing a lawsuit against Justin Sun for defamation. Sun has launched a coordinated media smear campaign against World Liberty Financial and refused to stop even when confronted with the truth. Here's the story.🧵
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人类的阅读载体,从竹简,到纸张,再到电子书,有声书,短视频三分钟速读,AI摘要,进化了很多次。 但债券股票这些现代金融资产除了纸质到数字化,基本没有进步。 这次美国存管信托与清算公司DTCC拉的工作组基本决定了未来的资产进化方向:代币化。 人类终将迎来完完全全的token时代,从ai生产烧token,到金融分配交易token,币圈哥们可以抬起头了。 这次工作组里除了华尔街那些熟悉的名字之外,也有🎒@Backpack 作为合规cex占有一席,好事。
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DTCC is moving toward tokenized securities. We're pleased to be part of the DTCC Industry Working Group.
今天你定投 hyperliquid:native 了吗?
Hyperliquid HIP-4 Event Contract Hits 6.05m Contracts (>$6m) in First-Day Volume Hyperliquid’s HIP-4 event contract has officially launched. On its first trading day, the contract recorded a notional volume of 6.05 million contracts, capturing roughly 0.7% of the day’s total prediction market share. By comparison, Kalshi recorded 546m contracts and Polymarket reached 190m contracts on the same day. H/T: @datadashboards
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币圈人是真的惨,项目方玩忽职守,被朝鲜黑客偷完,赃款直接被修改归属权,再被美国公检法抢走,谁都不拿我们当人,好好好
好家伙Arbtrium冻结朝鲜黑客资金的事情迎来了更戏剧性的结局,美国纽约联邦法院签发了裁决书,要求Arbtrium把冻结资金赔偿给一群受到朝鲜迫害的美国人🤣背景是在过去几十年里,朝鲜因为恐怖主义和绑架非法关押等行为,受到了很多拥有美国身份人群的集体诉讼,但是朝鲜政府从未主动支付过赔偿金,所以这些诉讼人就在全球范围内寻找属于朝鲜的资产,再要求美国政府进行扣押赔偿,而在此之前有大量成功案例,最著名的比如2017年美国大学生奥托在朝鲜旅游时,因为偷走了一张海报,被逮捕最终惨死,于是其父母起诉朝鲜并胜诉后,美国法院判定朝鲜赔偿5亿美金,但朝鲜置之不理,于是后续几年美国政府拦截了一艘朝鲜大型货轮,直接把这艘船给拍卖后送给他爸妈了。 而这次朝鲜黑客从AAVE里盗走的这笔钱被Arbtrium冻结后,这些诉讼人认为这笔钱属于朝鲜,那就应该赔偿给他们,于是美国法院又雷霆出手了,第一步就要求Arbtrium必须配合先保管好这笔资金等待法院下一步的指示,在此期间不能有任何挪动,裁决书里将Arbtrium DAO定性为合伙企业并确认送达有效性,如果不配合,将会被指控藐视法庭,相关具体成员比如DAO里的那几个核心投票人就会受到强制措施。
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领到s4的 $river pts了,期待新的转化3.0模式 持续买入,不想等的都卖给我吧😋
S4 Airdrop is claimable Connect your wallet and X to claim your S4 Airdrop within the 60-day window River Pts you earned in S4 will be convertible to RIVER via Conversion 3.0, the first seasonal airdrop model, rolling out after simulation and security review
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