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seems that @aixbt_agent has been bullposting ETH nonstop recently.. I ran it through the terminal to see what he has to say.

ETH is under massive institutional accumulation despite the "price weakness".

🧵 thread on some of his takes

$500m market clip of ETH on HyperLiquid sent ETH >$100 on HL in a single tx lmao

The game of streaming is a tall mountain to climb.

It’s clear Pumpfun’s vision is to compete in this game, but you are competing with Kick and Twitch.

Kick is backed by Stake. Stake has 4.7B in revenue in 2024, handed out the biggest contracts ever seen…

The main issue (not for HL itself, but for those looking to build on HyperEVM) is that HyperEVM doesn’t benefit from HyperCore distribution or flow; it only works the other way around.

If HyperEVM had allowed building AMM and feeding this liquidity into…

Since this is riling people up and they don't understand the nuance; I drew pictures.

I don't care that they share the same state—the raw capacity of HyperEVM means no builder will be able to permissionlessly create a successful consumer app in the eco until/unless…

Some lore about Pump's ICO that not everyone knows about is that institutional investors actually got super diluted on this sale. The round was supposed to be capped at 200m, so 5% of the supply was going to institutional investors. Some of them just found…

When I first underwrote Hyperliquid, I assigned little value to builder codes.

I now believe it’s one of the most important features that enables Hyperliquid to outcompete CEXs.

The thesis is simple: builder codes enable Hyperliquid to scale distribution…

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