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$800 pt HL Retard Profile picture
$800 pt HL Retard
@crypto_adair
Class of ‘21 | Delusional Hyperliquid Bull | Intern @atehun_dred
Jul 12, 2024 • 20 tweets • 8 min read
Hyperliquid: Why I believe it has the potential to reach $800/pt this cycle.

Part 3: Although HL has promising fundamentals, narrative speculation often impacts price more than fundamentals. Thankfully, HL lends itself to many compelling narratives.

These are the most compelling narratives that will carry HL price action over the next 12-18 months.

🧵Image The Last Cycle

$BTC ETF. $ETH ETF. And I don’t think a $SOL ETF in the next 18 months is as unlikely as everyone is saying if Trump is elected.

With institutional money entering the space, volatility will decrease as the crypto market matures (like any nascent asset class). Finding the next 10-1000x is only getting harder due to alt dispersion, but everyone is still here chasing the dream.

Jul 4, 2024 • 22 tweets • 11 min read
Hyperliquid Thesis Part 2: Hyperliquid has promising fundamentals and undeniable product/market fit, but its early cult is its true MOAT.

First we'll explore some of the quantitative and qualitative data, then I will introduce you to the newest emerging cult on CT, or who I will be referring to as...

'The Hyper Liquidated'

🧵 Growing Fundamentals

As of 7/2/24, In the last 12 months HL has…

- Facilitated $222.4bn in trading volume
- Received $400.2mm in capital inflows
- Amassed 149,519 new users

All of this data is public on:

Nearly every single chart is up and to the right...the type of stats you want to see for a new platform.stats.hyperliquid.xyzImage
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Jun 28, 2024 • 22 tweets • 8 min read
Hyperliquid: Why I believe it has the potential to reach $800+ point this cycle.

Thesis Part 1: Hyperliquid is built by the most elite team in crypto.

Here’s why you need to watch them closely this cycle and join the early hyperliquid cult.

🧵 Ambition

Originally HL set out to be the best perp dex in crypto. By many metrics - growing trading volume, growing users, growing revenue, etc - they are well on pace to accomplish that (and I will dig into this more in part 2 of my thesis). Once the team realized this, they 10xed the vision.

"When you see a 100x, you drop everything to make that a reality. Factors of <2 are insignificant. Big things take time to build, but nothing else is worth building."