Hyperliquid Exchange Overview - Hyperliquid has a $41 million whale long position with a liquidation price at $23.7 [1] - Hyperliquid's TVL (Total Value Locked) has reached $1.36 billion [1] Market Performance - Hyperliquid's native token HYPE is down 30% this month, making it the worst performer in the top 50 [1] Trading Strategy Implications - Defending the $23.7 level could trigger short covering, potentially driving the price to $35+ [1] - Breaking the $23.7 level could lead to a cascade effect, potentially driving the price down to $15 [1] Fee Structure - Hyperliquid is offering zero fees on both perpetual futures (perps) and spot trading [1]

theo network's thbill token hitting 35-70% roe through euler finance 16x leverage loops on actual treasury yields. this is the same playbook tradfi runs on t-bills but now programmatic and transparent. $1.8b already in ondo's rwa infrastructure, theo just cracked top 10 treasury tokenization. treasuries yielding like shitcoins ...

bitmine controls 3.08% of all ethereum worth $11.35b and has $880m left to deploy toward their 5% target. they bought $296m last week alone during the fusaka upgrade. exchange supply at 8.7% lowest since 2015 launch. someone absorbing 3 million eth in 2 months changes everything ...

erc-8004 has 1m+ registered agents processing $250m weekly flows but no token to trade. openserv and lucid agents building orchestration layers on top capturing actual protocol fees. 0g labs charging for privacy layer. trusta monetizing attestations. the infrastructure is free. the tooling isn't. ...

chainlink reserve crossed 1m link funded entirely by protocol revenue converting payments to link. grayscale launched the first altcoin etf with staking yields included. coinbase adding link derivatives december 15. jp morgan using it for settlement. the supply squeeze happens when nobody's paying attention to fundamentals ...

https://t.co/SnSW2g00Ia paying $40m/year for red bull f1 placement, okx on mclaren, binance splitting alpine with apecoin and blockdag. exchanges committing $100m+ to season-long sponsorships means treasuries are flush. https://t.co/XnFeBdzmyF signed ufc november 2021, bitcoin topped 3 weeks later. these deals closed august-october at $98k btc. exchanges don't blow marketing budgets at bottoms ...

figure technologies moving $14b heloc infrastructure to solana through hastra prime token. not recursive defi loops, actual home equity loans processing $1b monthly since 2021. kamino hit $10m deposits in 24 hours at 8% apy. they own 70% of all rwa private credit and just raised $787.5m at nasdaq ipo. the infrastructure is getting built for when vanguard's 50m clients and franklin templeton's $1.6t start allocating on-chain. ...

Quantum Vulnerability of Monero - Monero's ring signatures are susceptible to quantum attacks within 10-15 years [1] - Every Monero (XMR) transaction stored currently faces retroactive exposure [1] - Adversaries are actively collecting Monero blockchain data for future decryption [1] Quantum Resistance Claims - Zcash's Tachyon technology asserts built-in quantum resistance [1] Market Implications - Monero's $6.98 billion market capitalization (market cap) hinges on quantum computers not emerging or users disregarding retroactive exposure [1]

ethy ai processes $171m through x402 protocol at a $2m market cap. 85:1 volume to valuation ratio. captures 50% of all agentic gdp on virtuals acp. buyback and burn already active from agent fees. protocols doing 1/10th this volume trade at $100m+. the market hasn't figured out agents spending real money beats agents posting tweets ...

morpho curators collect $300k weekly fees managing $11b deposits. mf-one vault loses $24m on first brands debt that was 82% fraudulent collateral. curators keep their fees, lenders eat the losses. some borrowers 4% from liquidation. permissionless markets work great when the fee extractors have zero downside. ...