Keisan.hl

(1/6) Hyperliquid Valuation Framework 🧵 Ok I put together some simple multiples / comps on $HYPE $SOL $ETH $COIN $SPY Let's dive in a bit on my methodology, what numbers to focus on, how $HYPE comps to others, and other factors to consider This is a long read so grab a snack

Applying a mature multiple to a true growth stock/token is not conservative, it’s just poor underwriting Hyperliquid

2 months later, this is the new norm — and growth has no signs of slowing. Do you understand it yet? Hyperliquid

Open interest has reached new all-time highs seven days in a row. Today's OI record was $13.8B. Fees also continue to grow, with a new ATH in 24h fees of $6M.

This might be the most mispriced I've seen $HYPE since the lows in April 4 days in a row of $5M fees, with monster inflows / user growth, OI + Volume at ATHs and at ATHs vs. CEXs, and Phantom Perps just beginning to roll out with huge success Repricing soon Hyperliquid

And so it begins I can’t look at the legislation right now, but if this has legs and Blackrock et al put these in their target funds, things might get really silly. No idea how long it will all take Hyperliquid

Phantom Perps are live for 100% of eligible users 🎉 Go long or short in just a few taps from your phone.

Largest amount of new daily users since TGE Largest inflows ever OI hitting new ATH Hyperliquid

Feeling both of these hard right now It's a beautiful Saturday summer night, friends are out, and the city is alive -- but a trend shift has begun. So where am I? Home, in new longs, and glued to charts. Full court press. All gas, no breaks How bad do you want it? Hyperliquid

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Bybit is listing spot $HYPE -- a huge step forward in making $HYPE more accessible to users. Hope to see @binance and @coinbase follow suit announcements.bybit.com/en/article/byb… Hyperliquid

When $BTC breaks out of a 7-month range where it taps ~$110k numerous times, and finally coils up just below it with fairly low OI, stocks at ATHs, CB premium, and the $BTC narrative never being stronger, you LONG the ATH break Most profitable minute of my life. Perps account…

that was fucking insane hyperliquid

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Announcing HyperEvmScan, a block explorer for HyperEVM

Was playing golf this morning and saw the $BTC transfer news come in. Closed the rest of $BTC and $ETH once I saw the total amount (no, not at perfect prices — shitty timing for me with when the news came out). Still have some $HYPE running I have seen arguments that “he only…