HYPEThreadGuy 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.
“I think Hyperliquid could very easily be worth the IBKR market cap.”
HYPE - crypto - source-backed public claims only.
“I think Hyperliquid could very easily be worth the IBKR market cap.”
“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.”
“Cash on hype spot. Spot hype always.”
“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.”
“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.”
“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.”
“our pride and joy of the cryptocurrency industry, I think, uh, does look good, which is Hyperliquid.”
“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.”
“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.”
“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%.”
“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.”
“hyper liquid, which is where all of these crypto tokens want to trade anyways, like that's a better crypto index than Bitcoin”
“Hype is so unbelievably strong. It ate this up last night.”
“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.”
“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”
“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.”
“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.”
“No, some Hyperliquid. I think Hyperliquid is like one of the most important applications, not just in crypto, but also globally right now.”
“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.”
“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.”
“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”
“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”
“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.”
{
"version": "market-claims.v1",
"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"
}
}
],
"nextCursor": null
}AISO tracks public statements, not verified portfolio positions. This is not financial advice.