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Should you be afraid of the unlocking of $HYPE for $1.2 billion?

On September 29, 14.17 million $HYPE will be unlocked, accounting for 1.4% of the total supply and 2.7% of the market capitalization. This is a standard monthly unlock, similar to ones that have happened before.

The $1.2 billion that will be unlocked will be distributed among the main participants, the community, and the Hyper Foundation. And, as usual, the market starts getting nervous.

What could happen?
The fact of the unlock itself is likely to prove, again, less significant than expected. Historically, the team allocates a very small portion. In addition, there are buyback and staking mechanisms.

The real risk lies in positioning around this unlock. The price is at its historical high, and the promise of a listing on Kraken (regulated futures via HL) still has no specific date, and recently the system added the ability to obtain loans against $HYPE through a lending platform.

With an LTV (Loan-to-Value) of 65%, loans issued against $HYPE will be liquidated already after the price falls by about 21%. A sudden drop could, in theory, trigger a cascade reaction of liquidations.$HYPE

The last week of SUI has been actively reignited and has already given an exit from accumulation.

At the same time, compared with the rest of the altcoins, it is still not fully worked out: many have already broken through May highs, while SUI hasn’t yet.

If the inflows continue into the altcoins, we may see a similar breakout. dyor and set stops!$SUI

Michael Berrry stated that today he purchased shares of Ero Copper ($ERO) and QXO ($QXO).ㅤ

• Ero Copper — a mining company that extracts copper and gold in Brazil.

• QXO — a major distributor of construction materials in North America, in particular roofing and waterproofing.

$BTC fractal, that scares: exact convergence, in the oil market: if history repeats — it could be $500+ per barrel.

On prohibited platforms, pre-made synthetic personas began to appear—"digital Frankensteins"—that combine stolen real data with AI-generated names, documents, face deepfakes, and a cloned voice to pass KYC.

According to researchers, over the course of a year, more than 10,000 such ads appeared, priced from $10 to $200. Using them, scammers open fake accounts at banks and crypto exchanges.$HYPE

$BTC $HYPE ❗️❗️Trump signed a law on “hellish sanctions” against Russia.

Hyperliquid now also offers a landing page

Now you can get a loan against Bitcoin and hype or stablecoins $USDC or $USDT directly on the HL platform.

So far, a total of $1.46B has already been raised for the landing page, but yield is available only for $USDC, and for $HYPE the $BTC yield is not available yet.

In practice, you don’t need other services at all anymore to deal with cryptocurrencies.

$HYPE for $100 – soon.$HYPE

The U.S. House of Representatives Committee approved a bill to create a strategic bitcoin reserve$BTC

🤬 BTC in the moment = $76k, the lows of the last 3 weeks

The market drifted a bit on the backdrop of the deviation of the proposal by the Republicans, but the actual voting will begin around 20:15–21:15, where 60 votes in favor are needed.

If they vote “for” — discussion on the law begins for ~30 hours; amendments are considered and a final vote is held. If they vote “against” — the bill goes into a freeze$BTC

NFT flippers, maybe, has it finally come time to comeback?

An hour ago, Hypurr NFT #349 was sold for $64K (800 $HYPE ) 💰

if you didn’t know—this is the off-collection of Hyperliquid’s NFT cats. A year ago, it was given away for free to early participants of the Genesis Event.

back then, the floor jumped to $69K, and this summer it fell as low as $13K. And now, one cat is going for $64K again

$AAPLB

Whales on HL were massively opening shorts 👀

If you look specifically at whale positions on HL, then the amount of shorts is now 4x higher: $280M longs and $1.28B shorts.

If you look at the entire sentiment (retail), the difference is already small: 53% in shorts and 47% in longs, but the mood is still bearish.

Will there be a short squeeze? 😞$HYPE

$BTC ChatGPT has learned to control a drone — the latest Astra model took the unmanned aerial vehicle under its control to find a person and follow them.

According to researchers from Andon Labs, previously no neural network had controlled a drone as skillfully

I’ll add about the hype using the example of a Fomo app.

Look at the ratio of recorded profit to what’s still in the positions. The top-5 leaders have $38 million, but they don’t lock in their profits.

And by the way, everyone is chasing profits, and only 2,500 people earned more than $1,000 in the last 30 days.

So don’t chase missed opportunities—there will be more corrections and changes. For now, work on understanding things: look for wallets, interesting memes, information channels, and do farming.

There are many opportunities right now!$HYPE

Why are they launching the Biden token specifically right now?

There is such a metric as the “size of tranches,” which consists of volumes in the trenches, the speed at which they grow, and the unrealized profit of the participants.

At the moment, the indicator is +2.01 (almost the maximum in two years) = conditions for a fast cash grab from the crowd are among the best for this time.

The last time such levels were seen was in January–February 2025, when they launched $HAWK, $TRUMP , MELANIA, $LIBRA, etc.

PUMP is already up +20% for today 🚫

you can see that liquidity has started to trickle into the alt, and after the correction, PUMP whales started running again to long it.

-The trader who recently already made $2 million on a PUMP long opened a long again today for $9 million.

-and this fresh wallet that hooked $700k today also opened a long for $4.7 million.$PUMP

NVIDIA agreed to acquire Hugging Face for $12.93 billion.ㅤ

Hugging Face is a kind of “GitHub for artificial intelligence,” where developers share neural networks, datasets, and tools to create them. The platform has more than 18 million users.

NVIDIA promises to keep it open: developers will be able to continue choosing models, cloud services, and hardware themselves—without being required to switch to the company’s chips.$NVDAB

Hyperliquid Strategies bought 29.3 million HYPE

Hyperliquid Strategies is a DAT company that buys $HYPE by raising funds through selling shares of $PURR. The scheme is identical to the one used by Seilor. They sell their shares, and with the proceeds they buy HYPE.

Recently, an earnings report was published. For the second quarter, according to the documents, the company earned 471 million, and since December it has acquired 16.5 million tokens at an average price of $46.77, for a total of 29.3 million HYPE.

However, if you look into it, the company operates at a loss, since they earn from staking and validator fees, and here their income is 12 million, while they spend 14 million on operating expenses. In fact, all the profit is unrealized gains from holding HYPE.

That said, it is one of the main players that scoops up $HYPE and helps support the price, thereby increasing the value of our tokens, even though it doesn’t burn them.

Everyone wants to get this token, so it needed to be bought only on the open market, without off-exchange deals and anything else.

$PUMP also draws beautifully +260% from the local bottom.

Who started accumulating it back when it was still at $0.0018?

The position was closed earlier, but here the most important thing is the entry logic itself: you saw activity in the order book and by volumes—then you entered the main move, not out of FOMO.

Did Justin Sun declare war on EU regulators?

From the HTX address, users are being sent several USDT—and this may be enough for exchanges' AML systems to send the account for review (HTX is under EC sanctions).

In this way, Sun decided to create a headache for Coinw, Binance, and EU regulators.

Thousands of dissatisfied/blocked users or a review of attitudes toward HTX 😁