Ponyo
4,120 posts
Ponyo
@ponyo_fp
Seoul
Joined April 2020
- Arete Capital (@Crypto_McKenna) just released their 2026 $HYPE valuation outlook: 1. Revenue - Q3’25 annualized: $1.13B - Growth drivers: HyperCore (+$415M), Builder Codes (+$154M), Aligned Stablecoins (+$88M), HIP-3 markets (+$80M) -> EOY ’26 annualized revenue: $1.87B (+65%)
- “If building Hyperliquid isn’t just about money, then what is it really about?” From @chameleon_jeff’s interviews, tweets, and the steps Hyperliquid has taken so far, I already knew he wasn’t driven purely by money. But I believe the impact Hyperliquid has had on this industry
- Ethena is currently #2 in 24h fees with $12.5m, pulling in more than Circle and Uniswap combined. See you in the $ENA ATH waiting room.
- “We Love Korea” (한국 사랑해요) Suddenly every project founder loves Korea. They love us so much they jet in, host local meetups, toss a few hundred bucks at attendees, and reserve airdrop allocations for the loudest Korean CT yappers. The playbook works! Innocent Koreans yap
