labanux @labanux

Dari situs resmi Setneg: setneg.go.id/baca/index/pre…

Every company’s AI workflow rn be like 😭💀

Gue baru nyadar satu hal, orang yang hobi baca biasanya kalau ngetik juga rapi banget. Bahkan di WA pun jarang pakai singkatan aneh-aneh. Kayak ada kepuasan tersendiri buat mereka kalau bisa nulis dengan ejaan lengkap. Bener nggak sih?

It seems in ~45min, if no sudden super big sell position, HYPE will go up like crazy.

$591M/year in HYPE buybacks. That's a buyback program larger than most public companies at this market cap. We ran a full 12-month valuation model from onchain data. The market is likely overpricing dilution. Full report: allium.so/reports/hyperl…

@valenttt____ @investorgembel @AkuntanMilenial Nanovest bkn nya enggak ya? Krn lgsg nama kita yg tercatat di Alphaca nya.

@valenttt____ @investorgembel @AkuntanMilenial Loh, udah banyak dong yg legal di Indo, udah brp tahun: Nanovest, Pluang, Ajaib, Gotrade ID

Oh, another ETF for Hyperliquid.. Nice

Bitwise @Bitwise

4 weeks ago

Introducing the Bitwise Hyperliquid ETF $BHYP—offering 100% direct exposure to spot HYPE. And the first to use in-house staking, rather than a third-party staking provider. Starts trading tomorrow. Why Hyperliquid? We believe Hyperliquid is one of the most important onchain

51 115 589 105K 55

ETF for HYPE just launch (opening the door for giant institutional fund). At almost the same time, USDH "merge" to USDC. No wonder it's flying to the moon. To me, other than BTC (that I see will stay for long term), HYPE is probably the next the one.

Everyone is arguing about $USDH dying. They're missing the point entirely. What happened today is the single most important business move in Hyperliquid's history. Let me explain. Revenue, liquidity, politics, lobby, and what it means for the USDH vote debate. Coinbase is now the official treasury deployer of $USDC on Hyperliquid under AQAv2. Circle handles the technical side (CCTP, cross-chain infra). Both are staking hyperliquid:native. Native Markets agreed to sell the USDH brand assets to Coinbase. $USDH is sunsetting. But the mechanics it pioneered are not. They just got applied to a $4.7B asset instead of a $100M one. Let's break down why this is a win on every single front. LIQUIDITY The biggest complaint from traders and builders for months: fragmentation. $USDH had the alignment but not the liquidity. $USDC had the liquidity but not the alignment. You had to choose. That choice is gone. One stablecoin. One orderbook per pair. No split liquidity. No confusion for HIP-3 deployers picking a quote asset. No friction for new users bridging in. $4.7B in USDC on Hyperliquid, 2x year over year. That is the base generating yield now, not $100M. REVENUE Under AQAv2, the treasury deployer shares 90% of the reserve yield revenue with the protocol. Run the numbers on the current $USDC supply: $4.7B at 3.8% interest rate, 90% shared with the Assistance Fund = $160M+ per year flowing directly into HYPE buybacks. That is $440K per day. Every day. For context, USDH at peak supply was generating a fraction of this on $100M. The AQA model worked. It just needed to be applied at the right scale. POLITICS AND LOBBYING This is the angle most people are sleeping on. Coinbase is the largest publicly traded crypto company in the US. They spent over $100M on crypto lobbying and political action in the last cycle. They are the single most powerful voice for crypto regulation in Washington. The CLARITY Act markup is happening today. Coinbase has been one of its strongest advocates. Having them financially aligned with Hyperliquid, staking HYPE, operating as treasury deployer, is not just a liquidity play. It is a regulatory shield. Every conversation about "is Hyperliquid a US regulatory risk" just got a lot harder to make when Coinbase is literally staked into the network. Circle staking 500K HYPE and moving toward becoming a validator. Jeremy Allaire posting "Hyperliquid." That is institutional endorsement at the highest level. THE USDH QUESTION "Was USDH a failure?" "Was the vote theater?" "Did Native Markets just flip an asset?" No. USDH was a weapon. It was a credible threat that proved a protocol can demand yield sharing from stablecoin issuers. Before USDH, Hyperliquid had $5B+ in USDC generating $150-200M/year for Circle and Coinbase. The protocol saw none of it. USDH launched. The AQA model proved that yield can be redirected onchain, transparently, back to the protocol. It only reached $100M in supply but that was never the point. The point was forcing incumbents to the table. Basit said it best: the entire lifecycle of USDH from launch to sunset should be studied. Coinbase didn't come to Hyperliquid out of goodwill. They came because USDH proved they would lose the venue if they didn't align. "But Paxos offered better economics during the vote." Maybe on paper. But 95-100% of a stablecoin that might have also struggled to reach $100M in supply is still less revenue than 90% of $4.7B. The vote was never about picking the best yield split on a small asset. It was about creating the leverage to capture yield on the dominant one. WHAT THIS MEANS FOR BUILDERS USDC becomes the canonical quote asset for HIP-4 outcome markets. No more guessing which stablecoin to build around. Hyper Foundation is issuing grants to HIP-3 and HIP-1 deployers who integrated USDH to cover migration costs. Feeless conversions from USDH to USDC during the transition. For HIP-3 deployers running equity perps, commodity perps, outcome markets: one liquidity pool, one collateral asset, deeper books. SECOND ORDER EFFECTS Coinbase operating perps through Hyperliquid via builder codes? Not confirmed, but now structurally possible. Their existing perp product is weak. Hyperliquid's infrastructure is the best in crypto. The incentive alignment is there. Tether now has a clear path to compete. AQAv2 is an open spec. Any stablecoin issuer can stake 500K HYPE and share yield to become an aligned quote asset. Competition is good. AQAv2 becomes a blueprint for every other chain. Hyperliquid just proved that a protocol can force the largest stablecoin issuers in crypto to share revenue at the protocol level. No one has done this before. Hyperliquid.

Coinbase has announced its plan to activate AQAv2 on USDC as the treasury deployer, with Circle serving as the technical deployer responsible for CCTP and native cross-chain infrastructure. Both Coinbase and Circle have committed to stake HYPE to activate AQAv2. As part of this transition, Native Markets has agreed to terms granting Coinbase the right to purchase the USDH brand assets. With Coinbase, in its role as treasury deployer, sharing the vast majority of reserve yield revenue with the protocol, USDC will become the most aligned stablecoin on Hyperliquid. As a result, canonical outcome (HIP-4) markets will use USDC as the quote asset in a future network upgrade. User and builder feedback has been consistent that fragmentation leads to degraded experience; now, the community no longer needs to choose between liquidity and protocol alignment. The pioneering work of Native Markets in launching USDH as the first production-scale stablecoin sharing yield directly with a protocol in a purely onchain implementation made AQAv2 possible. The learnings and mechanics pioneered by USDH will live on in AQAv2. The Hyper Foundation will give grants to eligible HIP-3 deployers, HIP-1 deployers, and builders who integrated USDH, supporting teams through migration over the next months. These grants reflect an ongoing commitment to teams who choose to build on Hyperliquid and align with the protocol. USDH markets are fully functional but will sunset over time. USDH remains fully backed, with feeless conversions to USDC and fiat available to users during this transition.

@aryaenda I think bad.. Major correction will happen. More foreign outflow.. But all in all, "healthier" for the market in the long run.

BREAKING NEWS! Emiten2 ini resmi out dr MSCI Global Standard Index - Indonesia: AMMN, BREN, TPIA, DSSA, CUAN, AMRT (tp msk ke Small Cap Index). Di MSCI Gobal Small Cap Index emiten2 ini out: ANTM, AALI, BANK, BSDE, DSNG, SIDO, MIDI, MIKA, MSIN, TKIM, APIC, SSMS, TAPG

Ada yg bilang: Emiten bank udah selesai.. Fundamental analysis ke tong sampah deh.. Ikut rally saham "konglo" aja. Yg baru terima dividen dari emiten bank hari ini kayaknya kalem aja. Scroll2 aja sambil ngunyah keripik.

Emiten kena ulti sekuritas 🤣

Every time someone asked me about my experience travelling to Japan, this is the 1st thing pop up in my mind.

x.com/i/article/2050…

Epic ini jadinya, tim PR bank terkenal malah jd hrs handle PR crisis gara2 ulah Brand Marketing Lead nya bank itu sendiri.