Trader 0x6051, who made over $1.4M on Hyperliquid, spent 20,000 $USDC to buy 494,558 $EDEL today.https://t.co/hu5hunz7rjhttps://t.co/57VfScTw13 https://t.co/1o8LfvCMoX ...

RT Dan Robinson (@danrobinson)When I pointed out problems with Tarun's understanding of Hyperliquid, he challenged me to read the rest of his paper, suggesting I was too dumb to understand it.I don't like obscurantism or gatekeeping. So I did what he asked. Here's what I think:* The paper is wrong about what ADL is, even more fundamentally than what I pointed out yesterday.* The paper proposes that exchanges should sometimes take on platform-level insolvency risk, which I think is not a good idea.* And the ...

Someone created a new wallet, 0x9b3b, deposited 2.5M $USDC into Hyperliquid, and opened a 5x long on 15.37M $WLFI($2.46M).https://t.co/JokVK59L4H https://t.co/nhP80mzilq ...

XRP now 2x Solana, 13x Hyperliquid, and 14x Zcashlessons there ...

Whale 0xa5B0 bought 1,242 $ETH($3.67M) spot over the past 2 days, then deposited 5M $USDC into #Hyperliquid in the past 10 hours to open a 20x long on 16,366 $ETH($44.3M).Liquidation price: $2,446.7https://t.co/MQH28o4qz8 https://t.co/4xae1soVME ...

Whale Activity - Whale 0x5AEB deposited 14 million $USDC into Hyperliquid to purchase $HYPE [1] - Whale 0x5AEB has bought 210,701 $HYPE, equivalent to $834 million [1] - Whale 0x1527, previously profited over $14 million on Hyperliquid, deposited 2556 million $USDC to buy $HYPE [1] - Whale 0x1527 has acquired 92,173 $HYPE, totaling $368 million [1] Token Performance - $HYPE is being actively purchased by whales on Hyperliquid [1]

Altcoin Season Prerequisites - BitMEX 的联合创始人 Arthur Hayes 在访谈中讨论了过往的 Altcoin 季度，并指出多数去中心化应用（DeFi）未能通过中介化产生现金流并奖励代币持有者 [1] - 过去的周期中，大多数项目缺乏客户、产品与市场的契合度或现金流，即使一些成功的 Altcoin 也没有回报价值 [1] - 2021 年的 DeFi Summer 见证了项目通过代币吸引用户，最终以崩盘告终 [1] - 2023-2024 年加密货币风险投资通过高 TVL/低流通量炒作价格，但用户变得理性 [1] Emerging Altcoin Season - 真正的 Altcoin 季度正在出现：杰出的项目拥有付费客户，并与代币持有者分享利润（例如 Hyperliquid）[1] - 投资者对新发行市场的期望正在进化 [1]

Market Trends & Investment Activities - Machi Big Brother raised $525K USDC to reinvest in Hyperliquid, specifically going long on ETH [1] - Machi's ETH position reached 2,550 ETH, valued at $872M [1] Risk Assessment & Liquidation Events - Machi Big Brother faced liquidation, nearly wiping out his account [1] - Following liquidation, Machi's account balance decreased significantly to $1,718 [2] - The liquidation price for Machi's ETH position was $3,2505 [1]

Overview - The document highlights a "bulls vs bears" showdown featuring top traders on Hyperliquid [1] - The document provides a list of wallet addresses associated with the traders [1] Trading Activity - The document suggests a competition or comparison between traders taking long (bullish) and short (bearish) positions [1]

Market Sentiment - Solana maxi承认对Hyperliquid的看好，尽管对CZ放大诈骗者和八卦感到奇怪 [1] - 行业观察到CZ的行为异常，开始关注Hyperliquid [1]