ThinkingUSD(@ThinkingUSD)s statistik

Few long form blogposts coming:
- Why trading is the best video game ever
- Open letter to exchanges, regarding broker and affiliate programs
- Advice to myself if I was just starting

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ThinkingUSD

@ThinkingUSD

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I’ll say this again and again, I always hear people say “Well even if HYPE hits $100, that’s only a 3x!” and then they proceed to go and gamble on less quality, less liquid slop. Hint: 3x lever long the highest quality asset. You maintain the same benefits of owning the best asset with greater returns and sufficient liquidity. Keep it simple.

Eventually the sharp memecoin traders will figure out the game is rigged and pivot to perps. Some will make it, most won’t.

See a lot of people misinformed like @EvgenyGaevoy making misleading claims that the majority of Market Maker volume on @HyperliquidX is done by HLP. This is demonstrably FALSE. See attached chart. Volume done by HLP is less 2% of Average daily volume (ADV) now.

Spot trading on just HYPE is a very interesting market to pay attention to. Close to $1B ADV. Average monetization per order 2bps. $1,000,000,000 x 0.02% = $200,000 in Rev / Day. I believe we call this a flywheel? Turns out lack of spot listings is ending up a net benefit.

Okay so: $CIRC $20B mcap $300MM rev 0% used for buybacks? $HYPE $11B mcap $800mm rev 97% used for buybacks? Hype also biggest pocket of USDC onchain? What am I missing again?

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