Hyperliquid will be my make it play
Joined September 2021
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East.hl retweeted
As of today, Circle shares its USDC yield with distribution partners like CEX’s, but has never done a deal with an L1 blockchain.
Next week, this changes as Hyperliquid becomes the first and only L1 to receive 90% of the yield of all USDC sitting on its blockchain.
Key details:
• Aug 26: The first day HL accrues USDC yield.
• Oct 3: The day the AF receives the first payment, done on a monthly basis.
• Given the yield from Circle’s Q1 & Q2 earnings, expect ~$14M monthly @ $6B USDC.
• The AF programmatically limit bids at $10K an order. Don’t expect an 8 figure market buy.
East.hl retweeted
"Have you noticed a change in demographics for the people who live here"
"No... it has not changed"
Says it with a straight face as two women in burqas walk past. You couldn’t script it better.
East.hl retweeted
It’s a very simple concept, really.
East.hl retweeted
>if only you knew how bad things really are
If you bought $SPCX on the open market anytime after 5 minutes from IPO, you're now underwater.
Thanks for playing.
East.hl retweeted
Normalize buying land with your siblings and closest friends and building a place where your families can grow together.
Modern isolation isn't how people were meant to live. A few generations ago, extended families often lived just down the road from one another. Meals were shared, support was always nearby, and childcare wasn't a constant concern.
Bring back the village.
East.hl retweeted
Viking raider chasing a panicked Muslim defender through the streets of Seville, 844 AD al-Andalus
East.hl retweeted
SpaceX's market cap crossed above $3 trillion today in after hours trading.
That's higher than the market cap of Amazon ($2.65 trillion) & Microsoft ($2.97 trillion).
Microsoft Sales: $318 billion
Microsoft Net Income: $125 billion
Amazon Sales: $743 billion
Amazon Net Income: $91 billion
SpaceX Sales: $19 billion
SpaceX Net Income: -$9 billion
East.hl retweeted
Mom, how did we get so poor?
During the great AI bull run, your father went all-in crypto.
East.hl retweeted
In August 2025, the US government purchased a 9.9% stake in Intel for $8.9 billion.
Today, it’s worth $41 billion.
What else are they holding? Here it is:
MP Materials (+104%). Only domestic rare earth processor in the US. China controls 85% of global supply.
USAR (+28%). The Department of Commerce took an 8% equity stake and gave it a $1.3 billion loan.
LAC (+46%). Building one of the largest lithium mines in US history.
TMQ (+90%). Copper and cobalt in Alaska. The government put $35 million in to fast-track permitting.
Semiconductors, rare earths, lithium, copper, cobalt.
Every single one is a supply chain China currently dominates.
Do you notice the pattern?
Every time the US government takes a position in a stock, it goes up.
Because when the government becomes your customer, your lender, and your co-owner at the same time, the downside gets a lot smaller.
These four names are still early. Intel already turned $8.9 billion into $41 billion.
The question is not whether this strategy works, the question is which position moves next.
We’re tracking their holdings in real time.
The moment something interesting shows up, you’ll hear it here first. Turn on notifications.
Many people will wish they followed us sooner.
East.hl retweeted
It’s not often we see France like this, virtually cloud-free, as shown in this MTG-I1 satellite image captured just minutes ago.
East.hl retweeted
HIP-3 is proving to be quite sticky. HIP-3 perps market retention rate is >60% even 3 months post-onboarding. This is extremely high for a trading application and even high for consumer fintech apps in general
As you can see in the chart, there is a drastic difference between the 3-month cohort retention for HIP-3 markets (~64%) and crypto perps (~27%)
There are likely a lot of reasons for this. Some that come to mind:
- Traditional assets more pleasant to trade than crypto which suffers from extreme volatility, market manipulation, and scam tokens
- Perps are a far better way to express leverage than short-term options for most traders, yet they are a novel instrument not currently offered elsewhere (with real adoption) on equities, commodities, etc.
- Macro and flows are always in flux. One day you want to trade silver, the next day you might want to trade oil. HIP-3 allows traders to access all markets on one unified platform
- Hyperliquid trading UI is far superior to that of legacy platforms. Not even just for perps, but as a trading terminal in general. This is a new experience for non-crypto natives who are onboarded via HIP-3
User stickiness is one of the most important metrics for any business, and even more so when dealing with a platform that experiences such massive network effects. I expect to see continued onboarding (and retention) of users to Hyperliquid via HIP-3 markets, resulting in deeper liquidity, more tradable markets, and continued UX improvement via features like BLP and portfolio margin
The house of all finance
cc @0xren_cf @ryohhno for this great data
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