{"version":"market-claims.v1","asset":{"symbol":"HYPE","name":"HYPE","assetClass":"CRYPTO"},"claims":[{"id":"mcl_f531791e4f9dbdf1f2","url":"/trace/claims/mcl_f531791e4f9dbdf1f2","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"ThreadGuy names Hyperliquid as one of the ~5 crypto things that genuinely matter, a real revenue business that could flip Interactive Brokers' market cap and leg to $100.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"HYPE","name":"HYPE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2766515247?t=4318s","sourceUrl":"https://twitch.tv/videos/2766515247","timecode":"71:58","startMs":4318000,"endMs":null,"excerpt":"I think Hyperliquid could very easily be worth the IBKR market cap."},"performance":{"entryPrice":42.513,"currentPrice":72.97,"returnPct":71.641616,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_d2d696aedbd9274c16","url":"/trace/claims/mcl_d2d696aedbd9274c16","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"ThreadGuy is bullish HYPE on the Coinbase/Circle USDC deal that routes an estimated $160M of additional annual revenue into token buybacks, on top of Hyperliquid becoming the default trading venue. He likes the chart back above 45.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"HYPE","name":"HYPE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2772001960?t=1912s","sourceUrl":"https://twitch.tv/videos/2772001960","timecode":"31:52","startMs":1912000,"endMs":null,"excerpt":"the leader of today is having a rough 15-minute candle but is up 13%, and you love to see this. Really hyper liquid on the Coinbase Circle news chart, starting to look very good. If you can get this thing back above like 45, beauty."},"performance":{"entryPrice":43.775,"currentPrice":72.97,"returnPct":66.693318,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_ba133b234ebcdd40ac","url":"/trace/claims/mcl_ba133b234ebcdd40ac","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"ThreadGuy holds HYPE spot as his core conviction position and frames the product and price action as restoring faith in the name. He repeatedly calls it the best crypto product and is structurally long.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"HYPE","name":"HYPE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2772819198?t=2012s","sourceUrl":"https://twitch.tv/videos/2772819198","timecode":"33:32","startMs":2012000,"endMs":null,"excerpt":"Cash on hype spot. Spot hype always."},"performance":{"entryPrice":44.575,"currentPrice":72.97,"returnPct":63.701626,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_2a5881bb0a82b4b2bc","url":"/trace/claims/mcl_2a5881bb0a82b4b2bc","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"ThreadGuy is structurally bullish Hyperliquid, arguing the SEC tokenized-stock exemption and pre-IPO perps make it the standout crypto product that should re-rate higher. He repeatedly calls it the best thing in crypto.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"HYPE","name":"HYPE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2775249215?t=2818s","sourceUrl":"https://twitch.tv/videos/2775249215","timecode":"46:58","startMs":2818000,"endMs":null,"excerpt":"ETH, terrible, hyper liquid, unbelievable. And between Cerebris, SpaceX pre-IPO, which is awesome, And then the way this thing just fully V-shaped recovered the FUD of like CME legal FUD, um, unbelievable really. Like unprecedented strength in Hyperliquid."},"performance":{"entryPrice":46.089,"currentPrice":72.97,"returnPct":58.324112,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_7ed29789e25473a732","url":"/trace/claims/mcl_7ed29789e25473a732","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"ThreadGuy is long HYPE as one of the 3-4 winners absorbing all flows, arguing it has already executed the tokenized-asset and pre-IPO perp narratives that justify a new all-time-high re-rate. SpaceX IPO speculation is a near-term tailwind.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"HYPE","name":"HYPE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2776023214?t=2369s","sourceUrl":"https://twitch.tv/videos/2776023214","timecode":"39:29","startMs":2369000,"endMs":null,"excerpt":"Second one that feels unbelievable is hyper liquid. Okay, remember I had my little thesis... raging bull market in the few coins that actually matter. Flows consolidate, Bitcoin staircases higher."},"performance":{"entryPrice":48.336,"currentPrice":72.97,"returnPct":50.964085,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_169c9f54aa958c8006","url":"/trace/claims/mcl_169c9f54aa958c8006","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"ThreadGuy's central thesis: flows are concentrating into a handful of real coins and HYPE is the lead, riding the ATH breakout and not selling a single coin.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"HYPE","name":"HYPE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2777582358?t=1280s","sourceUrl":"https://twitch.tv/videos/2777582358","timecode":"21:20","startMs":1280000,"endMs":null,"excerpt":"I had this sort of initial thesis that these, these couple coins that actually matter and actually do something and are actually novel and unique could get mega, mega, mega, mega flows, and nothing else is going to do anything as long as Bitcoin doesn't die."},"performance":{"entryPrice":57.795,"currentPrice":72.97,"returnPct":26.256597,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_91aa06a1739c6bfb3d","url":"/trace/claims/mcl_91aa06a1739c6bfb3d","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"ThreadGuy calls HYPE the industry's best shot, holding above prior all-time high while the ETF swallows flows in the right direction. Clear bullish lean.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"HYPE","name":"HYPE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2782345952?t=2212s","sourceUrl":"https://twitch.tv/videos/2782345952","timecode":"36:52","startMs":2212000,"endMs":null,"excerpt":"our pride and joy of the cryptocurrency industry, I think, uh, does look good, which is Hyperliquid."},"performance":{"entryPrice":60.249,"currentPrice":72.97,"returnPct":21.114043,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_dc3bf4e2c63ed3c958","url":"/trace/claims/mcl_dc3bf4e2c63ed3c958","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Watkins (Syncrasy) is heavily concentrated in HYPE, framing it as a 99%-margin money machine disrupting the global brokerage and CFD market with TradFi inflows not yet priced in. Long-term hold thesis.","confidence":0.72,"expert":{"slug":"ryanwatkins","displayName":"Ryan Watkins","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/178f598c-6","url":"/trace/experts/ryanwatkins","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"HYPE","name":"HYPE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2783123962?t=5679s","sourceUrl":"https://twitch.tv/videos/2783123962","timecode":"94:39","startMs":5679000,"endMs":null,"excerpt":"there's this asset called Hype, which we think is one of the best assets in all asset classes, not just in crypto. We think this could be a stud in equities."},"performance":{"entryPrice":61.131,"currentPrice":72.97,"returnPct":19.366606,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_6242822933b65fab6d","url":"/trace/claims/mcl_6242822933b65fab6d","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"ThreadGuy calls HYPE the single coin that goes if anything in crypto does, citing the consolidation right under all-time high and its role as the price-discovery venue. He stayed long hype while exiting other alts.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"HYPE","name":"HYPE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2783123962?t=1250s","sourceUrl":"https://twitch.tv/videos/2783123962","timecode":"20:50","startMs":1250000,"endMs":null,"excerpt":"Hyperliquid has been a huge vehicle for price discovery on a lot of these assets that are seeing price discovery. This thing should be fucking repriced."},"performance":{"entryPrice":60.502,"currentPrice":72.97,"returnPct":20.607583,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_8690dc18fd8cfea1c5","url":"/trace/claims/mcl_8690dc18fd8cfea1c5","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"ThreadGuy is openly long HYPE with high conviction, citing decoupling from Bitcoin, CFTC clearing of US perps, NYSE-parent ICE praise, and Russell index inclusion as catalysts. He frames Hyperliquid as the best consumer trading product and an eventual US-legal perp winner.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"HYPE","name":"HYPE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2783912075?t=504s","sourceUrl":"https://twitch.tv/videos/2783912075","timecode":"8:24","startMs":504000,"endMs":null,"excerpt":"But on a serious note, Hyperliquid looks unbelievable. It hit 67 and some change today. And the best part about the Hyperliquid pump, it is it up, uh, on the daily TradingView percentage is up 8% while Bitcoin is down 0.1%."},"performance":{"entryPrice":65.622,"currentPrice":72.97,"returnPct":11.197464,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_d8969a3d46bb54125c","url":"/trace/claims/mcl_d8969a3d46bb54125c","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"ThreadGuy's largest position and his central crypto thesis: Hyperliquid is the dominant perp DEX product that has decoupled from Bitcoin and keeps re-rating higher. He compares the skeptics to people who never used Solana in 2024.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"HYPE","name":"HYPE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2786293713?t=1909s","sourceUrl":"https://twitch.tv/videos/2786293713","timecode":"31:49","startMs":1909000,"endMs":null,"excerpt":"the crypto market, and said we do not give a fuck what happens to Bitcoin because we're going higher. This is the Hype Daily. Look at this thing."},"performance":{"entryPrice":72.916,"currentPrice":72.97,"returnPct":0.074058,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_3ece163cbad6269d8f","url":"/trace/claims/mcl_3ece163cbad6269d8f","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Tulip King has rotated a third of his net worth into HYPE and frames it as a better crypto index than Bitcoin, an ETF on everything with the winning tokenomics. Strong long conviction.","confidence":0.72,"expert":{"slug":"tulipking","displayName":"Tulip King","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/3348934b-c","url":"/trace/experts/tulipking","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"HYPE","name":"HYPE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2787867857?t=9405s","sourceUrl":"https://twitch.tv/videos/2787867857","timecode":"156:45","startMs":9405000,"endMs":null,"excerpt":"hyper liquid, which is where all of these crypto tokens want to trade anyways, like that's a better crypto index than Bitcoin"},"performance":{"entryPrice":75.067,"currentPrice":72.97,"returnPct":-2.793504,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_184bdc673985220da9","url":"/trace/claims/mcl_184bdc673985220da9","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"ThreadGuy holds his largest position in HYPE and explicitly says he believes it can go really high even as Bitcoin craters. Clear long conviction.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"HYPE","name":"HYPE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2787867857?t=1875s","sourceUrl":"https://twitch.tv/videos/2787867857","timecode":"31:15","startMs":1875000,"endMs":null,"excerpt":"Hype is so unbelievably strong. It ate this up last night."},"performance":{"entryPrice":73.779,"currentPrice":72.97,"returnPct":-1.096518,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_43f3c333a4d197d71e","url":"/trace/claims/mcl_43f3c333a4d197d71e","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Hyperliquid is the bright spot of crypto, clean bounce off prior all-time high; he wants to re-enter higher.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"HYPE","name":"HYPE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2791923393?t=2492s","sourceUrl":"https://twitch.tv/videos/2791923393","timecode":"41:32","startMs":2492000,"endMs":null,"excerpt":"one that is very interesting here is Hyperliquid. I think looks really, really, really good. This yellow line is previous all-time high, and it's printing up clean bounce... I really like Hyperliquid here."},"performance":{"entryPrice":62.336,"currentPrice":72.97,"returnPct":17.059163,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_0cc4e1457d7bb00262","url":"/trace/claims/mcl_0cc4e1457d7bb00262","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"The only crypto worth owning runs real money through the door and spends nearly all of it buying back and burning its own token.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"HYPE","name":"HYPE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2792718656?t=2478s","sourceUrl":"https://twitch.tv/videos/2792718656","timecode":"41:18","startMs":2478000,"endMs":null,"excerpt":"if you believe in Hyperliquid, there's not that much to add to the thesis here. The thesis is the thesis... it's the only crypto token that is remotely interesting to me"},"performance":{"entryPrice":58.608,"currentPrice":72.97,"returnPct":24.505187,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_be12b19c87eeb00d38","url":"/trace/claims/mcl_be12b19c87eeb00d38","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Hyperliquid is a long-term spot I believe in, and I want to buy it down in the low 40s where the demand zone sits, even though the chart looks weak right now.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"HYPE","name":"HYPE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2793522078?t=2249s","sourceUrl":"https://twitch.tv/videos/2793522078","timecode":"37:29","startMs":2249000,"endMs":null,"excerpt":"I don't have a position on Hype. I love Hype. I would like to use this as an opportunity to buy some spot for the first time."},"performance":{"entryPrice":53.926,"currentPrice":72.97,"returnPct":35.315061,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_7819b88db76350956a","url":"/trace/claims/mcl_7819b88db76350956a","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Bought Hyperliquid into the weekend, it was the only exchange that didn't break during the SpaceX IPO and should pull a ton of volume.","confidence":0.72,"expert":{"slug":"notthreadguy","displayName":"Notthreadguy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/73b599a1-a","url":"/trace/experts/notthreadguy","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"HYPE","name":"HYPE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2795096489?t=2853s","sourceUrl":"https://twitch.tv/videos/2795096489","timecode":"47:33","startMs":2853000,"endMs":null,"excerpt":"Hyperliquid, I actually entered a little bit of a hyper— of a hyperlong. I entered it, uh, I don't know, 61.4 or something like this, just like a little click. Into the weekend because I had this feeling that— I mean, first of all, what they pulled off was absolutely incredible on SpaceX pre-IPO."},"performance":{"entryPrice":61.213,"currentPrice":72.97,"returnPct":19.206704,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_22a947e6fa3c07517a","url":"/trace/claims/mcl_22a947e6fa3c07517a","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Hyperliquid is one of the most important apps on earth right now, it makes real money solving a real problem and perps beat options, so I own a ton of it.","confidence":0.72,"expert":{"slug":"banks","displayName":"Faze Banks","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/36037eff-5","url":"/trace/experts/banks","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"HYPE","name":"HYPE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2760932521?t=4381s","sourceUrl":"https://twitch.tv/videos/2760932521","timecode":"73:01","startMs":4381000,"endMs":null,"excerpt":"No, some Hyperliquid. I think Hyperliquid is like one of the most important applications, not just in crypto, but also globally right now."},"performance":{"entryPrice":39.393,"currentPrice":72.97,"returnPct":85.235956,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_4d266e97c2c13b14ef","url":"/trace/claims/mcl_4d266e97c2c13b14ef","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Buy HYPE with every profit because Hyperliquid is the exchange used every single day, the buy-what-you-use trade that needs no thesis.","confidence":0.72,"expert":{"slug":"notsoeasymoney","displayName":"Easy","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/4887bc18-3","url":"/trace/experts/notsoeasymoney","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"HYPE","name":"HYPE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2766528096?t=12808s","sourceUrl":"https://twitch.tv/videos/2766528096","timecode":"213:28","startMs":12808000,"endMs":null,"excerpt":"with HYPE3, I'm like, oh, I can trade earnings on a crypto product. I should also just buy HYPE with every profit I make. Like, bro, have to. I'm using this product and I don't have to buy calls and I don't get crushed by the Greeks."},"performance":{"entryPrice":42.554,"currentPrice":72.97,"returnPct":71.476242,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_65c2052adee198ab6f","url":"/trace/claims/mcl_65c2052adee198ab6f","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Hyperliquid just landed a fresh $150M-a-year income line from the Coinbase and Circle stablecoin deal, and 90% of that flows straight to the token, on top of an all-time-high call within months.","confidence":0.72,"expert":{"slug":"blknoiz06","displayName":"Ansem","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/670af20d-6","url":"/trace/experts/blknoiz06","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"HYPE","name":"HYPE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2772016731?t=2200s","sourceUrl":"https://twitch.tv/videos/2772016731","timecode":"36:40","startMs":2200000,"endMs":null,"excerpt":"with the way that they activated this, um on Hyperliquid, 90% of those revenues are going to go directly to Hype. So in the same way that Hype makes revenues from all their perps fees on traders, also going to make revenue from all the stablecoins that are on the platform, which is huge. So this added like around $150 mil estimated."},"performance":{"entryPrice":44.342,"currentPrice":72.97,"returnPct":64.561815,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_9581aa8898a2512ca8","url":"/trace/claims/mcl_9581aa8898a2512ca8","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"HYPE already smashed all-time highs in a week and keeps going, a real business growing revenue and users while Bitcoin and ETH sit flat.","confidence":0.72,"expert":{"slug":"blknoiz06","displayName":"Ansem","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/670af20d-6","url":"/trace/experts/blknoiz06","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"HYPE","name":"HYPE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2777595863?t=2489s","sourceUrl":"https://twitch.tv/videos/2777595863","timecode":"41:29","startMs":2489000,"endMs":null,"excerpt":"the hyper liquid thesis is not at all related to Bitcoin, not at all related to ETH. Um, and it's an application that is a real business and is doing well, growing its revenue, growing its users, and actually making strides in a way that no other crypto project has done with implementing, um, tradfi assets like real-world assets, stocks, perps on stocks, perps on commodities"},"performance":{"entryPrice":58.466,"currentPrice":72.97,"returnPct":24.80758,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_ee53f54e39d87de9c2","url":"/trace/claims/mcl_ee53f54e39d87de9c2","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Hyperliquid keeps pumping right through a Bitcoin crash, the only safe place in crypto, the best product out there and it's finally getting the respect it deserves.","confidence":0.72,"expert":{"slug":"blknoiz06","displayName":"Ansem","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/670af20d-6","url":"/trace/experts/blknoiz06","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"HYPE","name":"HYPE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2788673017?t=1482s","sourceUrl":"https://twitch.tv/videos/2788673017","timecode":"24:42","startMs":1482000,"endMs":null,"excerpt":"Hyperliquid, if you've been watching the show, is what, you know, we've been most high on and talked about the most in terms of crypto in the last month, and it's pumping through a Bitcoin crash, and like, it's the only thing anybody's celebrating in crypto right now. It's the only safe place to be in crypto right now"},"performance":{"entryPrice":67.225,"currentPrice":72.97,"returnPct":8.545928,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}},{"id":"mcl_78d67d1cdb5d003b0e","url":"/trace/claims/mcl_78d67d1cdb5d003b0e","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"HYPE keeps doing well because the platform lets people trade everything, stocks and pre-IPO names, and that pie of traders keeps growing.","confidence":0.72,"expert":{"slug":"blknoiz06","displayName":"Ansem","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/670af20d-6","url":"/trace/experts/blknoiz06","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"CRYPTO","symbol":"HYPE","name":"HYPE","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://www.twitch.tv/videos/2794322013?t=3848s","sourceUrl":"https://twitch.tv/videos/2794322013","timecode":"64:08","startMs":3848000,"endMs":null,"excerpt":"that, I think that's one of the reasons HyperLuna is going to continue to do well as a platform... I think it's going to continue to grow."},"performance":{"entryPrice":58.636,"currentPrice":72.97,"returnPct":24.445733,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"}}]}