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DWF Labs, Animoca Japan, SwissBorg 로부터
1억 달러 투자 시드를 받았습니다
실제 노드도 판매중이며,
일일체크/간단미션으로도
포인트적립 가능합니다
💼 하는방법
1️⃣사이트접속
2️⃣지갑연결
3️⃣우측상단 프로필클릭
4️⃣일일체크하기
AI 기반 웹3 지갑 분석을 중요하게
진행하는 프로젝트입니다
DWF Labs, Animoca Japan, SwissBorg 로부터
1억 달러 투자 시드를 받았습니다
실제 노드도 판매중이며,
일일체크/간단미션으로도
포인트적립 가능합니다
1️⃣사이트접속
2️⃣지갑연결
3️⃣우측상단 프로필클릭
4️⃣일일체크하기
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✅🌧
✅요약. 28년까지 존버/장투해라
✅$Hype 分析报告
基于上述因素，我认为Hyperliquid有潜力成为强大的流动性磁铁。正如我们在加密领域多次见证的那样，流动性会吸引更多流动性。因此，我预计Hyperliquid将成为所有链上活动的领先交易和流动性中心。
正如上述讨论所言，原生非托管BTC的引入将在高效的中央限价订单簿（CLOB）和BTC流动性交汇处解锁新的机会，包括更深的CLOB流动性、EVM上的自动化做市商（AMM）以及借贷池。我们可能还会看到现货ETH/SOL及其他山寨币迁移到Hyperliquid，这将从其他链上的去中心化交易所（DEX）中抢占市场份额，导致这些订单簿和流动性池的干涸。
我相信Hyperliquid将在代币上市方面与中心化交易所（CEX）竞争。这一点已经通过Swell和Plume等项目的表现得到了验证，这些项目购买了Hyperliquid的交易对代码（ticker）。由于交易对代码拍卖每31小时进行一次，每年最多只有约282次拍卖。随着Hyperliquid成为事实上的链上交易场所， “tickerspace” 将变得越来越昂贵，但仍可能比向Binance支付5%的代币供应更便宜。如果Hyperliquid成功打造成为一个流动性中心，我相信平均每次交易对代码拍卖的价格将达到约50万美元。
如前所述，Hyperliquid的后端与零售前端应用将为非美国市场带来前所未有的金融机会，同时解锁目前未被加密行业触及的用户群体的流动性。
-
综合上述分析，2025年Hyperliquid的总收入预计约为7亿美元。鉴于大部分费用预计将注入援助基金（Assistance Fund）用于回购HYPE，这意味着2025年援助基金将为HYPE带来7亿美元的买入压力。
假设援助基金持有的HYPE等同于被销毁（即永不重新进入市场），再加上HyperCore交易费用预计销毁的176,113枚HYPE，2025年约有4600万枚HYPE将从流通中移除。
因此，随着收入的增长和供应量的减少，HYPE的市盈率（P/E）将在未来几年下降，使其随着时间推移成为更有价值的资产。此外，这种定期从供应中移除HYPE的机制也有助于更好地吸收来自Hyper Foundation、团队以及未来代币解锁和社区奖励计划的代币释放压力。
我们假设EVM费用和拍卖费用的年增长率与交易费用的年增长率大体一致。这使我们能够编制最终的财务预测表格，具体数据如下：
最后，我们将HYPE的市盈率（P/E）基于其完全稀释估值（FDV P/E）和市值（Market Cap P/E）与以下资产进行对比：加密领域的竞争者如Solana和Ethereum ；相关股票资产：如Coinbase和Robinhood以及传统金融资产：如Apple、Nvidia以及标普500指数。
✅
✅요약. 28년까지 존버/장투해라
✅$Hype 分析报告
基于上述因素，我认为Hyperliquid有潜力成为强大的流动性磁铁。正如我们在加密领域多次见证的那样，流动性会吸引更多流动性。因此，我预计Hyperliquid将成为所有链上活动的领先交易和流动性中心。
正如上述讨论所言，原生非托管BTC的引入将在高效的中央限价订单簿（CLOB）和BTC流动性交汇处解锁新的机会，包括更深的CLOB流动性、EVM上的自动化做市商（AMM）以及借贷池。我们可能还会看到现货ETH/SOL及其他山寨币迁移到Hyperliquid，这将从其他链上的去中心化交易所（DEX）中抢占市场份额，导致这些订单簿和流动性池的干涸。
我相信Hyperliquid将在代币上市方面与中心化交易所（CEX）竞争。这一点已经通过Swell和Plume等项目的表现得到了验证，这些项目购买了Hyperliquid的交易对代码（ticker）。由于交易对代码拍卖每31小时进行一次，每年最多只有约282次拍卖。随着Hyperliquid成为事实上的链上交易场所， “tickerspace” 将变得越来越昂贵，但仍可能比向Binance支付5%的代币供应更便宜。如果Hyperliquid成功打造成为一个流动性中心，我相信平均每次交易对代码拍卖的价格将达到约50万美元。
如前所述，Hyperliquid的后端与零售前端应用将为非美国市场带来前所未有的金融机会，同时解锁目前未被加密行业触及的用户群体的流动性。
-
综合上述分析，2025年Hyperliquid的总收入预计约为7亿美元。鉴于大部分费用预计将注入援助基金（Assistance Fund）用于回购HYPE，这意味着2025年援助基金将为HYPE带来7亿美元的买入压力。
假设援助基金持有的HYPE等同于被销毁（即永不重新进入市场），再加上HyperCore交易费用预计销毁的176,113枚HYPE，2025年约有4600万枚HYPE将从流通中移除。
因此，随着收入的增长和供应量的减少，HYPE的市盈率（P/E）将在未来几年下降，使其随着时间推移成为更有价值的资产。此外，这种定期从供应中移除HYPE的机制也有助于更好地吸收来自Hyper Foundation、团队以及未来代币解锁和社区奖励计划的代币释放压力。
我们假设EVM费用和拍卖费用的年增长率与交易费用的年增长率大体一致。这使我们能够编制最终的财务预测表格，具体数据如下：
最后，我们将HYPE的市盈率（P/E）基于其完全稀释估值（FDV P/E）和市值（Market Cap P/E）与以下资产进行对比：加密领域的竞争者如Solana和Ethereum ；相关股票资产：如Coinbase和Robinhood以及传统金融资产：如Apple、Nvidia以及标普500指数。
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✅지금이 농사짓기 가장 좋은 시간
✅나중에 후회말고 꾸준히 해봅시다
✅TGE가능성 있는 비상장 프로젝트
(기본목록 및 알파벳순. 중복있음)
Base - Monad -Eclipse -
Fhenix - MegaETH - N1-
Soneium - ink - UniChain -
Linera - Fogo - Fluent -
Kakarot - Pod - Octra -
Citrea - Reddio - 0G -
Farcaster - Espresso -
Gensyn - Rome -
Mira Network - Stackr -
Yala - Reya - Resolv -
Sahara - Variational -
LayerEdge - ChainOpera -
KiteAi - Legend -
Haust Network - Orochi - Ethereal - Fragmetric -
Succinct - infiniFi - Talus -
Rabby - Jumper -
Kaito S2 - Avantis - Sound - Paragraph - Initia - BlackWing - Catalyst - Mint - Linea -
Caldera - Mind Network -
Ethena S3 - Redstone -
Elixir - Corn - Paws -
Babylon - Hyperlane -
ALLO - Mitosis - Chainbase
Zora - PolygonZK - opBNB -
Lens - DeBank - Metamask - Zerion - Taho - imToken -
Argent - Braavos -
Bungee - Owlto - SlingShot - SyncSwap - SnapShot -
Golden - Kinza - KiloEx -
SkyArk - DRiP - SideKick - Waterfall - Myx - Blum -
Tabi - Vector
-
Abstract / Alliance Games
Allora / Ambient Fi
Analog / Anoma
Arch network / Aries Market
Arkham / Astherus
Avantis / Azuki
Azura / Babylon
Backpack
Base
Bebop
Bedrock
Billions network
Bitlayer
Blackwing
Bless network
Blockscout
Bob
Botanix Labs
Bracket Fi
BullX
Bungee
Caldera
Cambria
Camp network
Cess
Chainbase
ChainOpera AI
Common
Concretexyz
Conduit
Cytonic
D3
DeAgentAI
Debank
Debridge S2
Defiapp
Derive
Dflow
DIN
Doodles
Dune
Eclipse
Element
Espresso
Ethena S4
Ethereal
Exabits
FantasyTop
Farcaster
Fermah
Fluent
Fogo
Fraction Ai
Gaib
Giza
Gomble Games
Gradient Network
Grass S2
Grvt
GTE
Hemi
Humanity Protocol
Huma Finance
Hyperbolic Labs
Hyperlane
Hyperliquid S2
Inertia
InfiniGods
Infinit
Init Capital
Initia
Ink
Intract
Intuition
Jupiter
Jumper
Kaito S2
Kana Labs
Karak
Kelp
Kinza
Kintsu
Kite AI
Layer3 S2
LayerZero S2
Lens Protocol
Level
Linea
Linera
Litas
LiveArtX
Lombard
Marginfi
Mawari
Mayan
MegaETH
Mellow
Meteora
Metamask
Midas
Milkyway
Mind Network
Mintify
Mira
Mitosis
Monad
Momentum Finance
Morph
Multipli
Myshell
Nansen
Naoris Protocol
Newton
Noble
Nubit
Onchain Heroes
One Football
OpenEden
Openlayer
OpenLedger
OpenSea
Opinion Labs
Owlto Finance
Paradex
Parcl S4
Pell Network
Perena
Perennial
Phantom
Photon
Pin AI
Pipe Network
Planetarium
Plasma
Plume S2
Polymarket
Polynomial
Pond
Popp
Portal
Pryzm
Pumpfun
Rabbithole
Rabby
RateX
Rainbow
Ready player me
Recall Labs
Redactedcoin
Relay
Resolv
Reya
RISC Zero
Rise Chain
Rivalz Network
Rome Protocol
Sahara AI
Sapien
Satori
Scroll S2
Sending Labs
Sentient
Shaga
Sign
Somnia Network
Sonenium
Sophon
SoLayer
Soulbound
Spellbourne
Stakestone
Starknet S2
Stork
Succinct
Superfluid
Superform
Superposition
Symbiotic
SyncSwap
Tabi
Taho
Taker protocol
Talus Network
Tari
Tea xyz
Tensor
TheoriqAI
Towns
Treehouse
T3rn
Union
Uplink
Uxuy
Variational
Velvet Capital
Vessel Finance
Vest Exchange
Wasabi
Wayfinder
Wormhole S2
Yala Finance
Yay!
Yellow
Zerion
Zerobase
ZkPass
Zora
✅지금이 농사짓기 가장 좋은 시간
✅나중에 후회말고 꾸준히 해봅시다
✅TGE가능성 있는 비상장 프로젝트
(기본목록 및 알파벳순. 중복있음)
Base - Monad -Eclipse -
Fhenix - MegaETH - N1-
Soneium - ink - UniChain -
Linera - Fogo - Fluent -
Kakarot - Pod - Octra -
Citrea - Reddio - 0G -
Farcaster - Espresso -
Gensyn - Rome -
Mira Network - Stackr -
Yala - Reya - Resolv -
Sahara - Variational -
LayerEdge - ChainOpera -
KiteAi - Legend -
Haust Network - Orochi - Ethereal - Fragmetric -
Succinct - infiniFi - Talus -
Rabby - Jumper -
Kaito S2 - Avantis - Sound - Paragraph - Initia - BlackWing - Catalyst - Mint - Linea -
Caldera - Mind Network -
Ethena S3 - Redstone -
Elixir - Corn - Paws -
Babylon - Hyperlane -
ALLO - Mitosis - Chainbase
Zora - PolygonZK - opBNB -
Lens - DeBank - Metamask - Zerion - Taho - imToken -
Argent - Braavos -
Bungee - Owlto - SlingShot - SyncSwap - SnapShot -
Golden - Kinza - KiloEx -
SkyArk - DRiP - SideKick - Waterfall - Myx - Blum -
Tabi - Vector
-
Abstract / Alliance Games
Allora / Ambient Fi
Analog / Anoma
Arch network / Aries Market
Arkham / Astherus
Avantis / Azuki
Azura / Babylon
Backpack
Base
Bebop
Bedrock
Billions network
Bitlayer
Blackwing
Bless network
Blockscout
Bob
Botanix Labs
Bracket Fi
BullX
Bungee
Caldera
Cambria
Camp network
Cess
Chainbase
ChainOpera AI
Common
Concretexyz
Conduit
Cytonic
D3
DeAgentAI
Debank
Debridge S2
Defiapp
Derive
Dflow
DIN
Doodles
Dune
Eclipse
Element
Espresso
Ethena S4
Ethereal
Exabits
FantasyTop
Farcaster
Fermah
Fluent
Fogo
Fraction Ai
Gaib
Giza
Gomble Games
Gradient Network
Grass S2
Grvt
GTE
Hemi
Humanity Protocol
Huma Finance
Hyperbolic Labs
Hyperlane
Hyperliquid S2
Inertia
InfiniGods
Infinit
Init Capital
Initia
Ink
Intract
Intuition
Jupiter
Jumper
Kaito S2
Kana Labs
Karak
Kelp
Kinza
Kintsu
Kite AI
Layer3 S2
LayerZero S2
Lens Protocol
Level
Linea
Linera
Litas
LiveArtX
Lombard
Marginfi
Mawari
Mayan
MegaETH
Mellow
Meteora
Metamask
Midas
Milkyway
Mind Network
Mintify
Mira
Mitosis
Monad
Momentum Finance
Morph
Multipli
Myshell
Nansen
Naoris Protocol
Newton
Noble
Nubit
Onchain Heroes
One Football
OpenEden
Openlayer
OpenLedger
OpenSea
Opinion Labs
Owlto Finance
Paradex
Parcl S4
Pell Network
Perena
Perennial
Phantom
Photon
Pin AI
Pipe Network
Planetarium
Plasma
Plume S2
Polymarket
Polynomial
Pond
Popp
Portal
Pryzm
Pumpfun
Rabbithole
Rabby
RateX
Rainbow
Ready player me
Recall Labs
Redactedcoin
Relay
Resolv
Reya
RISC Zero
Rise Chain
Rivalz Network
Rome Protocol
Sahara AI
Sapien
Satori
Scroll S2
Sending Labs
Sentient
Shaga
Sign
Somnia Network
Sonenium
Sophon
SoLayer
Soulbound
Spellbourne
Stakestone
Starknet S2
Stork
Succinct
Superfluid
Superform
Superposition
Symbiotic
SyncSwap
Tabi
Taho
Taker protocol
Talus Network
Tari
Tea xyz
Tensor
TheoriqAI
Towns
Treehouse
T3rn
Union
Uplink
Uxuy
Variational
Velvet Capital
Vessel Finance
Vest Exchange
Wasabi
Wayfinder
Wormhole S2
Yala Finance
Yay!
Yellow
Zerion
Zerobase
ZkPass
Zora
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Min.Alpha🏆Premium Airdrop Global
🏆Mental Training For strong mentality🇺🇸 멘탈강화 훈련시간입니다 ✅시청각영상보기
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🇰🇷🛫 🇫🇷🇪🇸
오늘부터 약 한달간
프랑스 파리 - 스페인 바르셀로나
있습니다
4월은 유럽에 있을거 같네요
한국시간 기준 새벽에 포스팅예정이고
맛집,카페도 부록으로 써보겠습니다
4번째 고향 바르셀로나도
오랜만이라 기대되네요🙏
먼저 프헝스 빠히 에서 뵙겠습니다
비지니스 타고 누워서 갑니다
크...이게 성공의 맛이제~
후기도 올릴예정. Merci
✅빠히 샹들리제
🇰🇷
오늘부터 약 한달간
프랑스 파리 - 스페인 바르셀로나
있습니다
4월은 유럽에 있을거 같네요
한국시간 기준 새벽에 포스팅예정이고
맛집,카페도 부록으로 써보겠습니다
4번째 고향 바르셀로나도
오랜만이라 기대되네요
먼저 프헝스 빠히 에서 뵙겠습니다
비지니스 타고 누워서 갑니다
크...이게 성공의 맛이제~
후기도 올릴예정. Merci
✅빠히 샹들리제
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🏆Hyperlane 작년에 하이퍼레인 브릿지하신분 체크하세요 ✅https://claim.hyperlane.foundation
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🏆Hyperlane 작년에 하이퍼레인 브릿지하신분 체크하세요 ✅https://claim.hyperlane.foundation
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