HYPE·Hyperliquid L1
Hyperliquid.
The buyback-versus-unlock desk. Is the Assistance Fund soaking up more HYPE than the monthly contributor unlock releases — and where does the richest funding-and-basis carry sit across venues.
§ I ·
The read
Where the supply flywheel and the cross-venue carry desk agree — and where that agreement pays.
The Recommendation
ACCUMULATEHYPERLIQUID
The buyback flywheel structurally absorbs the monthly unlock
About 99% of protocol fees route to open-market HYPE buybacks (~$2M a day); the Assistance Fund holds on the order of — a full monthly unlock. The unlock overhang that kept HYPE on monitor is now absorbed by the flywheel.
Top carry (net)
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Lockup
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Supply buffer
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Tools only; not financial advice.
Band 1 · Supply pressureOpen full tool →
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Band 2 · Cross-venue carryOpen full tool →
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