19
@Sychype
Syc.hype
Skipped detailed analysis: Personal account of an individual (head of projects), not a project/protocol/token itself.
AI Analysisneutral
Confidence
30%
Skipped detailed analysis: Personal account of an individual (head of projects), not a project/protocol/token itself.
Recent tweetsSee all on 𝕏 →
After being through multiple cycles in crypto it very much confuses me how people can still write off Hyperliquid
There has literally never been anything like Hyperliquid built before, the scale and vision is bigger than anything.
Its incomparable to a L1 or a CEX
Hyperliquid
4 Layers of security
- Hardware wallet: Never connect, only send to and from.
- Second hardware wallet: Cold storage that you connect for staking with the most reputable / battle tested protocols
- Main hotwallet: connect to trusted protocols
- Burner wallet: For new protocols.
Its 2026 and VC leads still dont understand Hyperliquid
Hyperliquid has the potential to more than 10x, not "Won't do a 2x"
I'll break down why Catarina is VERY wrong 👇
"3x sell pressure from its 75% unvested token supply"
- Hyperliquid isn't designed to work for short term, the token design, protocol are all meant to be designed for longevity.
- Hyperliquid Labs have unstaked minimal amounts of their total team allocs and are passionate about building out whats best for Hyperliquid, not max extraction; we have already witnessed the team unlocks and how the team is handling it.
"38% to community rewards"
- OK we dont have much to go off here However - Hyperliquid has been trading at its FDV for the majority of its life, every single person sees Hyperliquid in the top 20 coins and trades it at such valuation, hence the MCAP <> FDV battle doesn't make much sense for $HYPE
" I highly doubt traditional asset managers would touch HYPE"
"Expecting HYPE — an illicit perp exchange — to be worth more than CME would make them look delusional to their LPs."
- Traditional asset managers are ALL touching HYPE. If you have talked to anyone in an established Venture that has any brains they are literally all looking into HYPE as well as the ecosystem
- This point is just straight silly
"Hype is an illicit perp engine" is basically the line that confirms this person has no idea what they are talking about
- Hype is the house of all finance, they have been the first to ever design HIP-3, HIP-4, Core <> EVM Linkage and so much more.
- Hyperliquid STARTED as a Perp DEX but if thats all you think it is at this point you are simply stupid.
"Escalating hack risk
Not to mention the keyman risk — Hyperliquid's is as bad as it gets in crypto."
- You can probably slap the hack risk onto anything in the world as a fear factor, next.
"Crypto traders are mercenary by nature,"
- Yes, that is due to everything in this space being a scam until Hyperliquid changed that.
- Hyperliquid single handedly is giving crypto a second chance due to the natures of previous projects, and as people are mercenaries, others also understand the importance of Hyperliquid.
"And for those citing BNB - come on, it's not a valid comp because
It's 100% vested so no net-new sell pressure - unlike HYPE at 24%. "
- BNB is heavily owned by CZ; the 76% overhang you keep talking about from Hyperliquid is mirrored in CZ’s massive BNB holdings, effectively creating the same supply concentration risk you claim to fear here. Also BNB is a CEX, Hyperliquid is the House of all finance, they are different products and one has infinitely more potential than the other.
"Buying crypto for 10x — why would I pick a token already at $40B FDV, as consensus as it gets, with competing DEXs multiplying and every KOL shilling their bags — over a lindy memecoin that's 90%+ down from its peak, memetic, and volatile in all the right ways?"
- Talking about the MCAP the entire time and then switching to the FDV when it suits you is funny
- Any KOL shilling rando perp dex's are not going to change anything for userbases, we have seen how other perp dex's go time and time again and there is a reason people use Hyperliquid and not "competitors"
Seriously for taking the time to write an article on why HYPE is overvalued you know shockingly little about Hyperliquid
Please do some research on what Hyperliquid is before you speak, and less AI slop🙏
Touched Grass today AMA
Hyperliquid https://t.co/5oUoOmtWy8
HyperEVM season is yet to begin
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