HyperliquidAlso interested
Also interested
Pookeh参与话题 2消息总数 24
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共 24 条，显示第 1-24 条I'm listening if you have other info I might have missed.
I'm listening if you have other info I might have missed.
Yes. The only difference is that from my understanding the full (or most of it) is due by 2027, maybe I misunderstood that part.
Yes. The only difference is that from my understanding the full (or most of it) is due by 2027, maybe I misunderstood that part.
I see you provide great value to the community
I see you provide great value to the community
<@263397222882869249> I guess you're now copy pasting my text now into Claude and just realizing how important my question is 😉
<@263397222882869249> I guess you're now copy pasting my text now into Claude and just realizing how important my question is 😉
Hermit. Dude, it's 452k and it has been increasing, and I'm still ok with that level of dilution for now. The real threat is the full fdv unlock, and when/how fast it happens.
Hermit. Dude, it's 452k and it has been increasing, and I'm still ok with that level of dilution for now. The real threat is the full fdv unlock, and when/how fast it happens.
Assistance fund only buys what it gathers in fees, and it's enough to sustain the 452k monthly unlocks even if it's quite dilutive. However if the full fdv is unlocked between now and 2027, may God help us all. Selling or not selling the unlocks doesn't matter. This is finance 101, and it's called dilution. More shares (or hype tokens in our case for the same income generated). I'm sure they understand that but we deserve some clarity, I'm actually stunned that the price if hype is that high knowing that a massive dilution is potentially around the corner, I guess the community trusts them and it's true they deserve credit because they could have diluted a lot more and they didn't. I just want reassurance that the dilution will be proportional to the income generated in order to avoid instant repricing of hype to 20 🙂
Assistance fund only buys what it gathers in fees, and it's enough to sustain the 452k monthly unlocks even if it's quite dilutive. However if the full fdv is unlocked between now and 2027, may God help us all. Selling or not selling the unlocks doesn't matter. This is finance 101, and it's called dilution. More shares (or hype tokens in our case for the same income generated). I'm sure they understand that but we deserve some clarity, I'm actually stunned that the price if hype is that high knowing that a massive dilution is potentially around the corner, I guess the community trusts them and it's true they deserve credit because they could have diluted a lot more and they didn't. I just want reassurance that the dilution will be proportional to the income generated in order to avoid instant repricing of hype to 20 🙂
You don't even understand what I wrote without Claude babysitting you, go back to bed.
You don't even understand what I wrote without Claude babysitting you, go back to bed.
Bumping this because it's what stands between us and hype at 20 usd
Bumping this because it's what stands between us and hype at 20 usd
The hype tokens staked belong to someone, including the rewards. I would guess they will do what they want with it.
The hype tokens staked belong to someone, including the rewards. I would guess they will do what they want with it.
<@1485050062445871196> its not the hyperfoundation that earns the rewards, it's you, us, me. I can stake on their hyperfoundation validators and earn rewards for myself.
<@1485050062445871196> its not the hyperfoundation that earns the rewards, it's you, us, me. I can stake on their hyperfoundation validators and earn rewards for myself.
<@1485050062445871196> you lack understanding of basic finance. Sell or not sell it doesn't matter.
<@1485050062445871196> you lack understanding of basic finance. Sell or not sell it doesn't matter.
Could someone from the team have a quick look at my question because I feel it's super important for holders. I know the team has shown restraints until now on unlocks but if that changes, it could be terrible for the average holder. Dividing the Hype price by 4 and sending it to 20 I feel is an important question
Could someone from the team have a quick look at my question because I feel it's super important for holders. I know the team has shown restraints until now on unlocks but if that changes, it could be terrible for the average holder. Dividing the Hype price by 4 and sending it to 20 I feel is an important question
About the unlock, 452k tokens monthly which if roughly 452k x 62 (token price) = 28 million usd which is like 35% of the monthly fees collected, that seems like a lot, really a lot. Am I missing something? Furthermore current non diluted market cap stands at 16bn but fully diluted market cap is 65bn fdv, since most of the unlock are to happen in 2026/27, would that divide hype value by roughly 4 because of the dilution? The solution would be not to unlock the full fdv to avoid crushing holders. I come from a tradfi background so pardon me if I'm missing something.
About the unlock, 452k tokens monthly which if roughly 452k x 62 (token price) = 28 million usd which is like 35% of the monthly fees collected, that seems like a lot, really a lot. Am I missing something? Furthermore current non diluted market cap stands at 16bn but fully diluted market cap is 65bn fdv, since most of the unlock are to happen in 2026/27, would that divide hype value by roughly 4 because of the dilution? The solution would be not to unlock the full fdv to avoid crushing holders. I come from a tradfi background so pardon me if I'm missing something.
maybe a stupid question but why don't we have currency trading ?
maybe a stupid question but why don't we have currency trading ?
Thank you guys, so hip-4 is not available in Switzerland 🙁
Thank you guys, so hip-4 is not available in Switzerland 🙁
Why is hip-4 down?
Why is hip-4 down?
<@1456627227256164567> bro this is not the place to create a rug pull group
<@1456627227256164567> bro this is not the place to create a rug pull group
Yes they did for me <@940112886578163732>
Yes they did for me <@940112886578163732>
Airdrops need to be handled very carefully as it will increase the market cap for the same revenues, potentially making Hyperliquid overvalued. Unless hyperliquid get more adoption, I don't see fee burn though the assistance fund increasing. Fully diluted market cap trough distribution to the team and community is scary and has to be handled with care or the hyperliquid community will be left holding the bag. Not doom posting, just underlying basic finance principles. The teams has shown restraints in diluting shareholders for now, however the unlocks have to be proportional to the fee burn (maybe a bit more to account for an increase in number of users) or it will be dilutive. It would be appreciated if they could share hint on how they will handle the airdrops, some reassurance on the amount of tokens unlocked. Unless mistaken they could unlock around 280m hype tokens over the next two years (this is an insane and unsustainable amount imo) for the core team and like 380m hype tokens for the community with no timeline (this is more reassuring because they can distribute nothing or just a little), if they did airdrop today the whole amount or on their way to do it, itwould be cataclysmic and the price of hype would go below 10, for the same valuation. I understand people shorting hype due to the uncertainty about the unlocks and their dilutive nature. It doesn't matter if they sell, stake or just sit on their hype, the dilutive nature of unlocking tokens not in sync with fees would be seen by most as negative. Maybe I'm missing something and would appreciate if someone could point me to what it is.
Airdrops need to be handled very carefully as it will increase the market cap for the same revenues, potentially making Hyperliquid overvalued. Unless hyperliquid get more adoption, I don't see fee burn though the assistance fund increasing. Fully diluted market cap trough distribution to the team and community is scary and has to be handled with care or the hyperliquid community will be left holding the bag. Not doom posting, just underlying basic finance principles. The teams has shown restraints in diluting shareholders for now, however the unlocks have to be proportional to the fee burn (maybe a bit more to account for an increase in number of users) or it will be dilutive. It would be appreciated if they could share hint on how they will handle the airdrops, some reassurance on the amount of tokens unlocked. Unless mistaken they could unlock around 280m hype tokens over the next two years (this is an insane and unsustainable amount imo) for the core team and like 380m hype tokens for the community with no timeline (this is more reassuring because they can distribute nothing or just a little), if they did airdrop today the whole amount or on their way to do it, itwould be cataclysmic and the price of hype would go below 10, for the same valuation. I understand people shorting hype due to the uncertainty about the unlocks and their dilutive nature. It doesn't matter if they sell, stake or just sit on their hype, the dilutive nature of unlocking tokens not in sync with fees would be seen by most as negative. Maybe I'm missing something and would appreciate if someone could point me to what it is.
I thought it still needs to pass the senate with 60 votes over 100 members (before August if we're lucky, otherwise in September), and only then it's pretty much done, there is a review and Trump has to sign it
I thought it still needs to pass the senate with 60 votes over 100 members (before August if we're lucky, otherwise in September), and only then it's pretty much done, there is a review and Trump has to sign it
<@451852744395849762> you seem confident on the clarity act. With regards to the team's unlocks, it's a huge sword of damocles, it is scary.
<@451852744395849762> you seem confident on the clarity act. With regards to the team's unlocks, it's a huge sword of damocles, it is scary.
is there word on the street about NASADQ/NYSE doing that with Hyperliquid ?
is there word on the street about NASADQ/NYSE doing that with Hyperliquid ?
Quick question on the unlocks, since they could unlock like 238 million hype tokens for the team, that would equates to like 16 billion USD at current prices over the next 2 years, effectively doubling the market cap and diluting existing token holders. Am I missing something ? The team has reduced the pace of it's unlocks but still, and to counter this dilution, fees would need to be like 750 million dollars per month over the next two years
Quick question on the unlocks, since they could unlock like 238 million hype tokens for the team, that would equates to like 16 billion USD at current prices over the next 2 years, effectively doubling the market cap and diluting existing token holders. Am I missing something ? The team has reduced the pace of it's unlocks but still, and to counter this dilution, fees would need to be like 750 million dollars per month over the next two years