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Is the buyback out-absorbing the unlock?

A daily read on HYPE supply pressure: monthly unlock minus Assistance-Fund buyback minus net staking sink. The flow reading sits beside the absorption buffer so an “oversupplied” flow isn’t mistaken for bearish when the fund covers multiple months of unlocks. Tool only; not financial advice.

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Common questions

What does the gauge measure?
Net float change per day = monthly unlock − Assistance-Fund buyback run-rate − net staking sink. Negative = absorbing (supply soaked); positive = oversupplied (new float outrunning absorption).
Why show a buffer next to the flow reading?
On raw daily flow the amortized unlock is larger than the buyback, so flow alone reads oversupplied. The stock matters: the Assistance Fund holds ~4.6× a monthly unlock. The buffer (AF balance ÷ monthly unlock) is shown beside the flow so the headline isn't misleading.
Where does the data come from?
Buyback proxied from DeFiLlama fees × 0.99, staking sink from the Hyperliquid validator API, unlock from the known monthly schedule. Refreshed daily. Free sources only.