Kaff

OI on HL just hit $1.8B ATH driven by Gold, Silver and Brent Oil market
if HIP3 keeps growing at this speed, HL will no longer be dependent on the crypto situation but move with global macro trades
→ so, better start comparing $HYPE to CME valuation, don't you think?

Been holding USD1 for months. Watching it scale is literally impressive.
USD1 pairs just went live on Aster, the #2 perp DEX globally, backed by YZi Labs.
What this means for USD1 holders:
– more use cases
– more liquidity attracted into USD1 pairs
– access to 2M+ traders on Aster
For faster adoption, traders on USD1 pairs now enjoy 87.5% lower taker fees than USDT, plus a share of up to 2.5M $WLFI pool monthly.
USD1 is moving!

Only 1% of crypto projects survive, those that find a moat and PMF. The rest will fall eventually Tally recently shut down, and here are 15 others were killed in Q1 2026.
> @AngleProtocol: The stablecoin protocol behind EURA and USDA
> @blockfills: Chicago-based institutional crypto trading and lending
> @DataHaven_xyz: decentralized storage focus on AI, onchain data
> @entropydotxyz : A16z-backed crypto startup
> @RuniverseGame: MMORPG game powered by Ronin
> @genome_protocol: Inforfi platform raised $600K from NFT sale
> @milky_way_zone: liquid staking platform for TIA
> @neutron_org: built

$hype is pretty undervalued if we compare with TradFi exchanges:
Hl: P/E = 12
CME: P/E = 28.33
Robinhood: P/E = 38.76
Coinbase: P/E = 40.7
And Hyperliquid is already the price discovery venue for stocks and gold/Oil on weekends when CME is closed.
If hl growing at this speed, $hype touch 3 digits is not a far story.

► RWA Perps - The Next Liquidity War
No one wants to dox their whole life just to trade tokenized T-bills or stonks.
Tokenized spots are for institutions at this early stage. The real trenches for us are #RWA perps. Once you see the game theory, it becomes pretty obvious.
Already won crypto. Crypto perps did ~86T volume in 2025, and on many venues perps are 70–90% of activity.
So if we’re bringing #TradFi assets onchain (stocks, indices, commodities, FX, rates), why stick to the slow, gated, boomer-tier formats when the liquidity is already trading perps?
Forget slow, KYC-heavy tokens, perpif

why the fk is my gaming watchlist suddenly ripping today
gamefi finally waking up?
$Pixel $Play $Xai 👀

Looking at $HYPE and $LIT chart, while $Hype is up 5-8X, $LIT is still finding the floor.
Will Lighter is the next Hyper?

Is launching a token the end of a project cycle?
Opinion ($OPN)
– daily notional volume: $651M → $21M (-96.7%)
– daily users: 49.9K → 1.7K (-96.6%)
Paradex (DIME)
– perp daily volume: $2.6B → $204M (-92.1%)
– daily active users: 7,933 → 2,011 (-74.6%)

X is the best place for learning AI that worth $10,000 by scrolling for 10 minutes, imo
The best school in 2026 is your feed, if you are in the right circle!

✨ Why DeFi Yield Became My Job!
Still farming double-digit APYs on my dry powder. So DeFi yield isn’t gone, it just stopped being a free lunch for anyone willing to click 3 buttons.
Short-term Treasuries are printing ~3.5-3.7% rn. Makes sense why normie sees 2% on vanilla Aave USDC and thinks DeFi is cooked. But they don’t see this:
– Ethereum still anchors ~$54B TVL across DeFi
– Pendle has 200+ pools, ~6–7% avg APY, ~$2.2B TVL
– Basis trades have been hovering ~4.5-6% annualized even in choppy conditions
Yield now is just fragmented across tokenized yield markets, basis legs, PT/YT splits, L