A year from now you may wish you had started today. $HYPE
Joined January 2015
- Tweets6.1K
- Following4K
- Followers2.8K
- Likes15.8K
Hyperliquid closed October with $73.3M in revenue, equivalent to around 834K $HYPE burned.
Tomorrow, November 2, another $15.9M from Circle's AQAv2 reserve yield will go towards $HYPE buybacks.
this week we had some pretty big news.
trade[XYZ] and ICE, the owner of the NYSE, announced plans to bring 24/7 perpetual futures on Hyperliquid to the US, with backing from Stan Druckenmiller.
Even Elon Musk replied "Interesting" to Stan's tweet.
So many catalysts... time to send $HYPE to $100.
timebase.hl retweeted
Token2049 Notes: insight year 2026 (Version Thai)
1. Hyperliquid หลังได้รับการยืนยันจาก ICE/NYSE มีความสนใจจากฝ่ายบริหารของทรัมป์และวอลล์สตรีทที่จะนำ Hyperliquid มาใช้ Volume จาก Traditional Finance จะช่วยขับเคลื่อน flywheel ของ HYPE ได้ดี ขั้นตอนต่อไปอาจเป็นการขยายสู่ตลาดยุโรปและตลาด Options
2. @prlnet เป็นหัวข้อที่ถูกพูดถึงอย่างมากตลอดงาน Token2049
3. Compute กำลังกลายเป็น commodity มี use-case บน on-chain มากขึ้น เช่น @USDai_Official
4. RWA ยังคงเข้าสู่ on-chain อย่างต่อเนื่อง เช่น @Ondo นอกจากนี้ยังมีความพยายามนำตลาด private markets ขึ้น on-chain และเข้าสู่ตลาด Perpetuals
5. Prediction markets กำลังกลายเป็นพื้นที่ใหม่สำหรับ สถาบันเข้ามาเกี่ยวข้องมากขึ้นและมองว่าเป็นเครื่องมือหา alpha รอบเหตุการณ์ต่าง ๆ ไม่ถูกมองเป็นแค่การพนันอีกต่อไป มีการพูดถึงวิธีที่ firm ต่าง ๆ ใช้ prediction markets กันมาก ซึ่งเป็นข่าวดีสำหรับ @Polymarket, @predictdotfun, @HyperliquidX และ @Kalshi
6. Perpetual DEX โปรดักต์ แต่ตัวที่ถูกมองว่าน่าเชื่อถือคือ @Poly_Perps, @TxFlow_L1, @risextrade , @arcus_xyz และ @QFEX คุ้มค่าที่จะ farm เพราะมี alpha trader หลายคนพูดถึง และหลัง Token2049 ก็มีคนโพสต์เรื่องนี้บน X
7. หลายคนไปงาน AI ผู้ก่อตั้งหลายคนโฟกัสไปที่ AI มากขึ้น ปีนี้ไม่ค่อยเน้น เท่าปี 2025 ที่ยังมี startup หลายเจ้าสร้างในวง crypto แต่ปีนี้เน้นสถาบันมากขึ้น มีมืออาชีพ สถาบันและ กองทุนมากขึ้น มีเพียงโปรเจกต์ที่ดีจริง ๆ เท่านั้นที่จะอยู่รอดถึงปี 2026
8. สถาบันกำลังมองหาวิธีใหม่ ๆ ในการใช้ crypto เช่น Hyperliquid และ USDAI แต่จำนวน builders มีน้อยกว่าปี 2024/2025
9. Social trading และ esports trading ต้องขอบคุณงาน @joinfrontier และ @SuiNetwork ที่มีการแข่งขัน trade ให้คนดูในปีนี้ มีการแข่งขัน live trading เหมือนแข่งกีฬา @fomo และ @legendtrade อยู่ในจุดที่ดีที่จะ onboard ผู้ใช้ใหม่ด้วย UX ที่ดี
10. On-chain prop firms ดูจะเป็น meta ของไตรมาสนี้ เช่น @krakenfx, @breakoutprop, @HypernovaX และ @ProprXYZ หากรักษา payout จริง ความโปร่งใส และความน่าเชื่อถือไว้ได้ จะเป็นพื้นที่ที่น่าสนใจต่อไป และน่าจะมีโปรเจกต์ใหม่ ๆ ออกมาอีก หากทำได้จริง on-chain prop firms อาจช่วยแก้ปัญหาบางอย่างของ web2 prop trading แบบดั้งเดิม
11. Alternative assets กำลังได้รับความนิยม เช่น Trading Card Games (TCG) อย่าง @renaissxyz และ @Collector_Crypt ผู้คนรู้จักและใช้เพื่อความสนุก เช่น การเปิดการ์ด Pokémon มาดูกันว่า adoption จากวงนี้จะเป็นอย่างไร
12. Quantum computing ได้รับความสนใจมากขึ้นในปีนี้ ปีที่แล้วมีคนพูดถึงไม่กี่คน แต่ปีนี้มีงานและบทสนทนาเกี่ยวกับการใช้เพื่อ privacy และการเงินมากขึ้น ซึ่งอาจเป็นประโยชน์กับ @NEARProtocol และ @QuantusNetwork
13. VC และ family office บางส่วนได้ย้ายโฟกัสไปที่ AI และ data centers แทนธุรกิจ crypto และทำกำไรได้ดีด้วย
ปีหน้าเจอกันใหม่ @token2049
Token2049 Notes: What Matters in 2026
1. It's an exciting time for Hyperliquid ICE/NYSE confirmation! There seems to be a lot of interest from the Trump admin and WallStreet to adopt Hyperliquid. With plenty of volume coming from traditional finance, it can help boost the $HYPE flywheel. The next step might be moving into the European market and options markets.
2. @prlnet was a hot topic throughout token2049.
3. Compute is becoming a commodity. More on-chain use-cases like @USDai_Official.
4. RWA is continuing to come onto-chain for example @Ondo. Plus working towards bringing private markets onto-chain and entering into perpetuals.
5. Prediction markets are becoming a new area for algo trading. Plus institutions are getting involved and wanting to gain alpha around certain events. Not seen as gambling anymore, more an institution tool. A lot was discussed about how firms are using prediction markets. This is great news for @Polymarket, @predictdotfun, @Kalshi.
6. Although many perpetual DEXs are pushing their product, the ones that are seen as credible are @Poly_Perps, @TxFlow_L1 , @risextrade, @QFEX. These are definitely worth farming i saw a lot of alpha trader talking about them and after Token2049 they post it on X.
7. Many people went to AI events outside of crypto. Founders are focusing more on AI. This year doesn't seem as much startup focused like 2025 where many startups were still building within crypto. This year is looking more institution focused with lots of suit wearing professionals. Only the better projects will make it to 2026.
8. Institutions are looking into new ways to use crypto like Hyperliquid and USDAI. However there are less builders in this space than 2024/2025.
9. Social trading and esports trading have been increasing this year. We have seen live trading competitions and sports. I think @fomo and @legendtrade are in a good place to onboard new users with better crypto UX.
10. On chain prop firms seem to be the meta this quarter. @krakenfx, @breakoutprop, @HypernovaX, @ProprXYZ. If they keep real payouts, transparency and credibility this could be an interesting space to watch. More projects will come out later. If they are real then onchain prop firms could help solve some issues with traditional web2 prop trading.
11. Alternative assets are becoming popular. Trading card games (TCG) like @renaissxyz, @Collector_Crypt. People know what they are and use them for fun like ripping Pokemon cards let see adoption from this space.
12. Quantum computing has become more popular this year. Last year only a few people were talking about it. This year there have been more events and discussions about using it for privacy and financial use. This could be good for @NEARProtocol and @QuantusNetwork.
13. Some VCS and family offices have moved their focus to AI/data centres.
See you next year at @token2049.
timebase.hl retweeted
Following the security incident at Binance, Unit’s Guardians are introducing a protocol upgrade to deter attempts to move stolen assets through the protocol and to give incident-related intelligence more time to become available.
Effective immediately, every Unit deposit and withdrawal is subject to a processing delay. The length of the delay may change as the incident response develops.
Existing Guardian screening remains in place, including automated checks using third-party blockchain intelligence, and Guardians may update their screening as new information about the incident becomes available.
Do not attempt to move stolen assets through Unit. Transactions that fail Guardian screening may not reach the consensus required to complete.
Our sympathy goes to all users affected by the Binance incident. We also recognize these delays may disrupt Unit users, but limiting further harm to victims comes first.
These measures reflect the protocol’s current architecture. Responses to any future incident will depend on the protocol’s design and capabilities at that time.
![Trade[XYZ] × ICE: Bringing Hyperliquid to TradFi](https://pbs.twimg.com/media/HVzr9OsWIAAt9Qb.jpg)
ลองจินตนาการ $HYPE จะ Buyback Burn
วันละกี่ M$ ดี
Hyperliquid
Druckenmiller ลงทุนใน @tradexyz
โคตรกาว
Hyperliquid
Hyperliquid
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].
timebase.hl retweeted
Pumpfun x @HyperliquidX
Perps are live on the Pumpfun app!
Long or short crypto, stocks & commodities on the biggest onchain perps engine, straight from your USDC balance. No bridging required.
Learn more 👇
ก็อป Hyperliquid ซะงั้น
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
timebase.hl retweeted
Excited to work with Payward to forge a path for onchain derivatives built on Hyperliquid's infrastructure. Kraken is one of the most trusted and respected exchanges in crypto. They are also true believers in the technology and crypto ethos. We're honored that they are building on Hyperliquid to bring the next evolution of perpetual markets to the United States.
Hyperliquid
Excited to work with Payward to forge a path for onchain derivatives built on Hyperliquid's infrastructure. Kraken is one of the most trusted and respected exchanges in crypto. They are also true believers in the technology and crypto ethos. We're honored that they are building on Hyperliquid to bring the next evolution of perpetual markets to the United States.
timebase.hl retweeted
Payward, the parent company of Kraken, announced its intention to be the first CFTC-regulated deployer on HIP-3* markets. Payward will use Hyperliquid as the infrastructure layer to deploy perpetual futures markets for US clients. Subject to regulatory approval, Bitnomial, Payward’s CFTC-regulated DCM and DCO, would act as the HIP-3* deployer: creating, owning, and administering the markets and clearing and settling the contracts. If approved, NinjaTrader Clearing, Payward’s CFTC-registered FCM, would carry client accounts.
HIP-3 will support optional deployer configuration for permissioned markets in a future network upgrade. This set of additional deployer functionality is collectively called HIP-3*. At its core, HIP-3* activation involves an onchain allowlist managed by the deployer or its sub-deployers. The functionality is strictly additive to HIP-3; its use is optional and up to the deployer. Existing markets remain unchanged. The initial release is available on testnet, where specifications are preliminary and subject to change based on feedback.
Hyperliquid is a neutral infrastructure layer with the goal of supporting large parts of the financial system. HIP-3* gives deployers additional functionality to operate deployments consistent with the requirements applicable to them. As with HIP-3, HIP-3* deployers are independent operators who use Hyperliquid as the onchain infrastructure layer for their own markets, while retaining control and responsibility over their deployment.
