FTX casualty, twice retired 🤝
Homeless
Joined November 2022
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H F K retweeted
"When trading drops, supply doesn't increase and holders don't get diluted."
Neither does @aeroxyz, yet most people are still not aware of the AER engine.
It dynamically tethers the $AERO rewards rate to pool revenue over time to help ensure both short-term competitiveness and long-term sustainability.
We're so early.
Uniswap doesn’t need token emissions to maintain its dominance over almost the entire market.
When trading volume drops, supply doesn’t increase and holders don’t get diluted. The protocol simply collects less in fees.
When volume grows, supply continues to shrink through burns.
That’s what I call clean, simple tokenomics with a straightforward value accrual mechanism that any tokenholder can understand.
the $HYPE to ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 rotation will be a movie. get ready for all the cope
$HYPE is down $25 since Druckenmillers Tweet & Elon Musk quote. Timeline is max bearish and calling for $40.
Entered a $HYPE long here. Let’s see. Personally, I don’t see much more pain short term.
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H F K retweeted
Hyperliquid’s only moat is liquidity…and that most is going away.
Volume debates across perp dexs are a bit silly until the license battle plays out
Imagine @Lighter_xyz is the first to its own CFTC license. What do you think volume (and therefore buybacks) are going to do once US customers can onboard?
Ya, exactly...
H F K retweeted
Market is massively underestimating how violently $LIT could move once the CFTC applications are filed (could be next week).
That’s when the clock starts ticking & fomo sets in.
Lighter spent the past year advising the CFTC on DEX regulation.
They know what's needed to get approved - listen to Vlad.
Painfully obvious in hindsight.
10B FDV by EOY 🫡
its pretty simple
ct is just braindead
hyperliquid:native has the hard us path
ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 has the clear one
us access = parabolic revenue
get ready for a violent rotation. gm
The entire Trump trade is unwinding heavily.
$HYPE is seen as at least slightly Trump adjacent, if for no other reason than that he said Hyperliquid aloud. His CFTC Commissioner Selig was also clearly in their corner.
Lobbying money from the @HyperliquidPC might now look wasted, or even worse, appear antagonistic to the D's coming in to power. CFTC rulemaking that might have leaned more towards @HyperliquidX might now be more neutral overall, and pushed back in timeline. Could now even be seen as the domain of the SEC.
D's advocating for stronger insider trading laws and investigations to Trump's crypto empire are going to at least end up looking into Hyperliquid for both.
That said, it's a much different environment than it was post FTX. The American people aren't scared of crypto, they simply don't care anymore. Data centers, gas prices, war, cost of living etc all rank much higher. Even sports betting is getting more hate from some D's.
It's be enormously unpopular for them to embark on another anti-crypto crusade when it pleases so few and alienates a wealthy lobbying group. Plenty of incoming D's are pro or at least neutral to crypto.
$HYPE is so far down the list of trades that ought to be scared here, but it's still marginally worse.
Fortunately, the assistance fund will keep chugging along regardless of Elizabeth Warrens hand wringing.
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H F K retweeted
A bad stretch of market-wide price action has hidden the extremely bullish fundamental story that $AERO has been painting since it's update.
The bear case for $AERO though is that it's complicated and people don't understand it, nor know how to value it.
The bull case for $AERO though is that it's complicated and people don't understand it, nor know how to value it.
Fortunately, the Momentum Fund and degree to which sAERO allocators are printing fees with Predictive Allocation makes that dislocation very difficult to persist.
same pa as before the robinhood announcement. ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 to $10 this month
H F K retweeted
$LIT is up double digits this week, and Lighter hasn't filed with the CFTC yet
On Tuesday, CFTC Chair @ChairmanSelig opened the door to perps on individual US stocks
@Lighter_xyz plans to file for its exchange and clearing licenses this month
This is one of the biggest regulatory stories to watch in crypto right now.
Things could get very $LIT