According to @ThinkingUSD, InsilicoTrading is consistently contributing above 3% of Hyperliquid’s daily volume and an estimated 30%+ of organic taker flow, source: @ThinkingUSD on X, Aug 11, 2025. Based on these figures, InsilicoTrading’s taker-flow share is roughly 10x its total volume share, indicating a disproportionately taker-driven user base on Hyperliquid, source: @ThinkingUSD. It is built for non-systematic traders and reportedly used by large traders, aligning with the elevated taker-flow share, source: @ThinkingUSD.

According to @ThinkingUSD, Hyperliquid has reached a new all-time-high market share, as posted on August 10, 2025. Source: https://twitter.com/ThinkingUSD/status/1954577058794819589 The post shares an image indicating the record market share milestone for Hyperliquid. Source: https://twitter.com/ThinkingUSD/status/1954577058794819589 For trading execution, participants monitoring this update may reassess venue selection by verifying current order book depth, spreads, and funding on Hyperliquid against alternatives before routing size. Source: https://twitter.com/ThinkingUSD/status/1954577058794819589

According to @ThinkingUSD, the current bid into Ethereum is being framed as a fiat devaluation trade rather than a pure ETH-led rally, indicating narrative-driven flows into ETH; source: @ThinkingUSD on X, Aug 10, 2025. This highlights a fiat-is-weak narrative that traders monitor when positioning in ETH/USD and ETH/BTC, emphasizing sentiment as the immediate catalyst; source: @ThinkingUSD on X, Aug 10, 2025. The post serves as a real-time sentiment cue rather than a macro or on-chain data point, aiding short-term trade bias in ETH pairs; source: @ThinkingUSD on X, Aug 10, 2025.

According to @ThinkingUSD, Fullstack is hiring multiple in-person roles in New York with a referral bonus of $20k+ for successful candidates, as posted on X on August 8, 2025; source: https://twitter.com/ThinkingUSD/status/1953923399354368111. The announcement directs applicants to the active careers portal at careers.fullstack.trade for role details and applications; source: https://careers.fullstack.trade. The post describes the team as working on the hardest problem in crypto and requires in-person presence, but does not list specific titles within the tweet itself; source: https://twitter.com/ThinkingUSD/status/1953923399354368111.

According to @ThinkingUSD, Flood has announced an initiative to address and improve capital efficiency onchain. This move is likely to enhance liquidity and optimize asset allocation within decentralized finance (DeFi) protocols, potentially reducing slippage and improving trading conditions for crypto traders. Enhanced capital efficiency can lower transaction costs and increase the competitiveness of decentralized exchanges, which may positively impact the trading volumes and price stability of major cryptocurrencies such as ETH and BTC. Source: @ThinkingUSD.

According to @ThinkingUSD, Ethereum (ETH) may experience significant volatility if institutional clients begin actively using the blockchain. As of now, there is no clear evidence that institutions have started utilizing the Ethereum network at scale, which suggests the current price stability may be temporary. Traders should monitor on-chain activity and institutional participation closely, as a shift could impact ETH liquidity and lead to rapid price changes (source: @ThinkingUSD).

According to @ThinkingUSD, Flood Bank has revised its upside price target for Ethereum (ETH) to $600, signaling a more cautious outlook for ETH traders. This adjustment may influence short-term trading strategies and could increase bearish sentiment in the cryptocurrency market. Traders should monitor ETH volatility and consider risk management strategies accordingly, as this new target may impact ETH spot and derivatives trading volumes. Source: @ThinkingUSD

According to @ThinkingUSD, system outages caused by overwhelming user demand on platforms like Hyperliquid should be interpreted as bullish signals, not bearish ones. The surge in activity leading to these crashes often reflects strong trader interest and growing adoption, which historically correlates with upward price momentum in associated cryptocurrencies. This insight is particularly relevant for active traders seeking to identify moments of significant market interest and potential price movement. Source: @ThinkingUSD.

According to @ThinkingUSD, InsilicoTrading is considering building an onchain trading platform that promises best-in-class execution, lower fees, the largest referral split among onchain terminals, and top-tier perpetual swap execution. These features directly target key trader demands—lower transaction costs and more lucrative referral programs—potentially increasing platform liquidity and user acquisition. For crypto traders, such advancements could drive higher trading volumes and tighter spreads on InsilicoTrading, influencing market competition and fee structures across the DeFi ecosystem. Source: @ThinkingUSD.

According to analyst @ThinkingUSD, a price pump in Ethereum (ETH) during European trading hours is a notable event that may follow a predictable pattern familiar to traders. The analyst highlights this specific time-of-day movement, implying that traders should be aware of a potential subsequent market reaction, which is often interpreted by market participants as a signal that the rally could be short-lived or face a reversal.

According to @ThinkingUSD, the Polyhedra (ZKJ) token plummeted over 80% following what the team described as a coordinated liquidity attack on a PancakeSwap pool. The source states that on-chain data revealed several addresses draining millions from the ZKJ/KOGE pool, with one wallet dumping 1.57 million ZKJ. In response, the Polyhedra team reportedly injected approximately $30 million in liquidity (USDT, USDC, and BNB) and announced a buyback plan to restore stability. In related market volatility, a trader on the decentralized derivatives exchange HyperLiquid, identified as AguilaTrades, turned a $10 million unrealized profit into a $2.5 million loss on a leveraged Bitcoin (BTC) long position. The analysis points to a 4% drop in BTC's price as the cause, highlighting the significant risks of leveraged trading within Bitcoin's recent range between approximately $100,000 support and $110,000 resistance.

According to @ThinkingUSD, market data reveals a significant downturn for Ethereum (ETH), with its price falling over 4% to trade below the $2,500 level against major stablecoins. The ETH/USDT pair recorded a 24-hour low of $2,476.41 after reaching a high of $2,602.52, indicating increased selling pressure. The ETH/BTC pair also saw a decline of approximately 1.94%, suggesting weakness relative to Bitcoin. In contrast, certain altcoins have performed well against Ethereum; the ADA/ETH pair is up 1.84%, and the SOL/ETH pair has gained 2.6%, highlighting a potential rotation of capital into these assets amidst ETH's decline.

According to @ThinkingUSD, despite Bitcoin (BTC) trading above $100,000, its volatility has significantly decreased, a trend noted by NYDIG Research. This low-volatility environment makes options trading relatively inexpensive, creating cost-effective opportunities for traders to position for directional moves ahead of key summer catalysts. Data from Amberdata and analysis from QCP Capital show that savvy traders are actively hedging, with a clear preference for put options (downside protection) for both BTC and Ether (ETH) across June, July, and August tenors. Coinbase Institutional also noted a rising put-call skew, indicating demand for short-term protection. From a technical standpoint, BTC has closed below its 50-day simple moving average, which could trigger further selling. However, market observer Cas Abbé points to strong on-balance volume as a bullish signal, suggesting a potential rally to the $130,000-$135,000 range by the end of Q3.

According to @ThinkingUSD, Bitfinex Securities is expanding its Real World Asset (RWA) offerings with two new tokenized products in the U.K., diverging from the institutional approach seen from firms like BlackRock. The new products, TITAN1 and TITAN2, are issued on the Liquid Network and focus on alternative finance: community banking debt offering a 20% annual dividend and litigation financing, respectively. Jesse Knutson, head of operations at Bitfinex Securities, emphasizes that their goal is to democratize access to capital and achieve true disintermediation, a feature he believes is missed by larger institutions that replicate traditional financial structures on-chain. The analysis highlights that while tokenization's first successes were stablecoins (over $250 billion in circulation) and money market funds, the next wave is expected in structured credit and private funds. Key challenges for broad adoption remain, including regulatory clarity on KYC/AML. This strategic push into novel RWAs comes as the crypto market experiences a notable downturn, with Bitcoin (BTC) trading around $105,660, down 1.77%, and Ethereum (ETH) at approximately $2,401, down 4.59% in 24 hours.

According to @ThinkingUSD, citing analysis from NYDIG Research, Bitcoin's (BTC) recent price consolidation near all-time highs presents a unique trading environment. While BTC is trading around $107,000, both its realized and implied volatility have trended lower, a condition expected to persist through the typically quiet summer months. NYDIG's analysis suggests this low-volatility environment makes options strategies more affordable. For traders, this means that buying call options for upside exposure or put options for downside protection is 'relatively inexpensive.' This creates a cost-effective opportunity for traders to position themselves for potential major market-moving catalysts in July, such as regulatory decisions and other key deadlines.

According to @ThinkingUSD, current blockchain valuation models are inadequate, drawing parallels to the flawed 'eyeballs' metric of the early internet era. The analysis posits that methods like discounted cash flow (DCF) fail to capture the value of blockchains as public infrastructure. A new proposed framework focuses on 'velocity and flow,' measuring on-chain economic activity such as stablecoin turnover, DeFi lending, and Real-World Asset (RWA) tokenization volumes to gauge a network's true utility. This approach is particularly relevant as the RWA tokenization market has surged 380% in three years to $24 billion, according to a report by RedStone, Gauntlet, and RWA.xyz. This growth, fueled by institutional adoption from players like BlackRock and with projections reaching $16 trillion by 2030 (per BCG), represents a significant capital migration that directly impacts the 'flow' metric. Therefore, tracking RWA growth is crucial for the fundamental analysis and long-term valuation of cryptocurrencies like Ethereum (ETH), Solana (SOL), and BNB.

According to @ThinkingUSD on Twitter, a massively profitable business built on the Hyperliquid platform is actively seeking a highly skilled front-end engineer with proven experience in trading products. The position offers equity in the company and a $15,000 referral bonus to anyone who connects the right candidate. This recruitment drive highlights the increasing demand for specialized talent in crypto trading infrastructure, signaling ongoing growth in decentralized trading platforms. Traders and investors should monitor Hyperliquid's talent acquisition, as it could lead to enhanced trading features and liquidity on the platform (Source: @ThinkingUSD, Twitter, June 19, 2025).

According to @ThinkingUSD on Twitter, a new opportunity is open for top-tier front end engineers to develop a high-performance trading product on the Hyperliquid platform, collaborating in person with experienced HFT professionals in New York and backed by significant capital. This recruitment signals Hyperliquid’s commitment to advancing its crypto trading infrastructure and could lead to enhanced liquidity and trading efficiency for crypto traders, especially those focused on speed and reliability (Source: @ThinkingUSD, Twitter, June 18, 2025).

According to @CoinDesk, Lion Group Holding Ltd (LGHL) has secured a $600 million facility to launch the Hyperliquid (HYPE) Treasury, marking a significant capital inflow into the cryptocurrency market. This funding is expected to enhance HYPE's on-chain liquidity and market depth, potentially boosting trading volumes and price stability for HYPE tokens. Traders should monitor HYPE pairs for increased activity, as the facility may attract institutional interest and provide arbitrage opportunities across major exchanges. The move could also signal broader market confidence in altcoin treasuries, influencing sentiment around similar projects and DeFi assets. (Source: CoinDesk, June 2024)

According to Flood (@ThinkingUSD) on Twitter, a recent chart analysis highlights notable support and resistance levels for Bitcoin (BTC), which could impact short-term trading strategies. The chart, shared on June 18, 2025, emphasizes the importance of current price zones for traders seeking optimal entry and exit points in the Bitcoin market. This data-driven insight is particularly relevant for crypto traders monitoring BTC volatility and market momentum. Source: Flood Twitter.