shaunda devens(@shaundadevens):USDC will become an aligned stable, meaning 90% of cost-adjusted reserve yield on USDC supply accrues to Hyperliquid. At the current $5B USDC base, that could imply $137M–$160M in annualized rev at a 3%–3.5% yield, or a 22%–26% step-up vs current annualized revenue. Hyperliquid

shaunda devens

@shaundadevens

analyst @blockworksres prev @keyrock all opinions strictly my own

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shaunda devens@shaundadevens

2026.05.14 12:34

USDC will become an aligned stable, meaning 90% of cost-adjusted reserve yield on USDC supply accrues to Hyperliquid. At the current $5B USDC base, that could imply $137M–$160M in annualized rev at a 3%–3.5% yield, or a 22%–26% step-up vs current annualized revenue. Hyperliquid

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