Episode Details

Phantom Chooses Hyperliquid for Perps | Livestream
7/11/2025
0xResearch β†—

Key Insights

Bullish:

  • 🟒 $HYPERLIQUID - HyperLiquid is seen as a promising investment due to its potential for significant user base growth through the Phantom integration and its attractive revenue-sharing model for integrators.
    • β€œI think scale, right, is just on a whole different level. Right? Like, I I would guess maybe, you know, we see 25, 30,000 DAUs on on Hyper Liquid. I I forget. I think Artemis keeps track. That's right. We're watching that, and Phantom is obviously on the scale of millions.” - Max (43:07)
    • β€œHyperLiquid handing the entire world a $4,000,000,000, you know, kind of active platform from a cash perspective that's there and, you know, verifiable, can be tracked, and then saying, hey. You can use this, make up to 10 basis points, notional on a perp trade, and a 100 basis points on spot trade, and we're not gonna charge you anything for it.” - Alex (54:15)
  • 🟒 $PHANTOM - πŸ”’
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  • 🟒 $PUMP - πŸ”’
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Bearish:

  • πŸ”» $PERPDEX - πŸ”’
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