vaneck backed agora's usdh proposal for hyperliquid by 240 votes on september 14. their $89b aum voted for revenue extraction from every trade, now they collect rent on $400b monthly volume without deploying a dollar. ...

hardware wallet companies marketed their devices as "military-grade security" and claimed users had "complete protection" from web vulnerabilities (fact: 849+ javascript dependencies create attack vectors), but rust chains capturing $6.8b tvl from compromised protocols still trade at fraction of ethereum's valuation. ...

npm supply chain attack compromised 387 packages with 1b+ downloads. market treating it like a $100m hack.it's not. every javascript-heavy protocol just became uninvestable. rust-based chains seeing immediate tvl migration. solana, sui, aptos have zero npm exposure.the market hasn't figured out yet that protocols proving they're npm-free command permanent 2-3x premiums. insurance protocols trading below book value with capacity exhausted. audit tokens at fraction of incoming demand. position for the infrast ...

native markets doesn't exist yet. no product, no users, no revenue. just ex-liquity and ex-uniswap devs who assembled last month to compete for hyperliquid's $200m stablecoin contract.their pitch: 100% revenue share because they have nothing else to protect. paxos offers 95% while managing $2b. agora offers 90% with state street's $49t backing.the team with nothing is offering everything. that's either desperate or genius. ...

whale lost $40m on other positions this year. now running $16m at 10x leverage on hype at ath, liquidation at $36. weathered three 10% drawdowns without reducing.that's not risk management. that's knowing something the market doesn't price yet. ...

sky moving $250m annual buyback from mkr to hype is defi's first hostile takeover.everyone's debating revenue percentages but rune christensen just abandoned his own token to pump someone else's protocol.5 days until the vote passes and every dying protocol copies this playbook. ...

$cards doing $360m annual revenue at $95m market cap. that's 0.26x revenue for a business growing 100% monthly with $2.5m net profit. ebay charges 15%, they charge 4%. users spend $18.6k average vs competitor's $499. buying pokemon cards cheaper than ebay at 3 months of revenue. ...

every protocol on hyperEVM burns hype as gas. 400k transactions daily, 30+ teams launching q4. pendle did $1b tvl in 30 days, kinetiq's khype became the most used asset in 10 days, project x hit 20k users pre-token. each one compounds hype's fee accrual. priced like a single protocol, earning like an entire l1. ...

i know everyone's chasing meme agents so whatever but imagine if aws processed $1.7b monthly at a $35m valuation the vcs would deploy their entire fund into one trade and cnbc would run breaking news segments about the greatest arbitrage in tech history and bloomberg would have analysts calculating the 48x volume to market cap ratio on live tv and cramer would literally have a stroke trying to explain how a business moving billions trades cheaper than a manhattan penthouse and every hedge fund would liquida ...

749k wallets dumping $20 linea airdrops tomorrow creates $15m selling pressure. sharplink gaming deploying $3.6b eth treasury through the same protocol. that's 240x more buying than selling. airdrop farmers handing their tokens to an 837k eth whale. ...