arthur.hl

arthur.hl

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I think listing Chinese AI stocks on Hyperliquid HIP-3 markets could be a good niche. They are hard to access, have huge volatility, and are talked about a ton on X (eg Minimax), so have that virality factor. I know a lot of people who would like to speculate on these.

There's almost 1b of volume for Silver perps on Hyperliquid. This single market would provide over 100m of total revenue with a normal fee structure. Currently metals are hot, but in the future, it could be Korean or Chinese stocks, bonds, etc. Hyperliquid is able to provide access to every market in the world. IBKR (one of the best performing stocks) has the same value proposition. Also in a world of AI agents, trading on Hyperliquid has the least friction (no KYC, just need USDC and a wallet).

Hyperliquid monthly unlocks seem to be around 1.2m HYPE or 32.4m USD. Sites like Tokenomist are using values of ~300m, which is 10x higher than the actual numbers. Worst case the team would be entitled to 178m USD of HYPE per month, so I think Jeff is holding all his tokens.

I plotted HYPE supply over the last year, and discovered HYPE may hit $100 in the next month. From the picture below, you can see two big waves of selling. The April tax sellers, and the September 10/10 capitulators. However, I believe the capitulation is over (more info below)

Why ASTER may not recover like Hyperliquid. I'm seeing posts comparing ASTER to Hyperliquid in April 2025, as both Hyperliquid and Aster do buybacks. This is misleading. You want to look at daily buybacks and emissions at the same time. Aster has 2.4m of daily buybacks, but over 4.8m of daily emissions. So despite the buybacks, there's around 2.41m of tokens that need to be purchased per day just to keep emissions at 0. Buybacks are helping, but token emissions exceed buybacks significantly. This is just my opinion though, and could be wrong.

Robinhood is now buying around $3.7m HYPE per day, up from $2.4m just a few days ago. The rate of net buying now exceeds SOL. Hyperliquid is proving to be a popular asset with Robinhood customers.

A Chinese market maker lost $4,000,000 in the flash crash because Binance did not let him close positions for nearly 2 hours.

This Chinese whale lost 2m due to the Binance flash crash and received 0.26 USDT as compensation.

Binance appears to be adjusting their price wicks on pairs such as IOTX and ATOM from 0.001 to a more reasonable price. A lot of exchanges do this to make their charts better. Traders judge liquidity based on the chart, so it makes sense. Just wanted to document it.

Hyperliquid integrators are now making 133m per year in revenue. Recently, Metamask confirmed their Hyperliquid integration. Builder codes and HIP-3 are likely next two biggest areas for growth.

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