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Why Hyperliquid is Leading the Crypto Market (Fundamentals Analysis)

#Cryptocurrency
2025-09-04 17:177 min read

Content Introduction
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The video discusses the leadership of Hyperlid in the crypto market and emphasizes the importance of financial fundamentals over mere community support. It highlights how Hyperlid is among the highest revenue-generating applications in crypto and explains its business model, which effectively passes revenue to Hype token holders through mechanisms like buybacks. The presenter outlines strategies for identifying protocols that might perform similarly to Hyperlid by analyzing holders' revenue, using platforms like D5 Lama to track metrics, and observing trends in open interest for on-chain derivatives. The video also suggests other promising protocols and emphasizes the necessity of conducting personal research into these projects. Overall, the content aims to enhance understanding of successful crypto dynamics while encouraging informed investment decisions.

Key Information

  • Hyperlid is leading the crypto market due to strong fundamentals, focusing on financial performance rather than just community strength or narrative.
  • In 2025, it's essential for tokens to have financial backing to support their value, which Hyperlid provides, making it one of the highest revenue-generating applications in crypto.
  • The video explains how Hyperlid generates its revenue and passes value back to Hype token holders, emphasizing its unique position in the market.
  • Most crypto apps either generate revenue without a token or have tokens without significant revenue backing, but Hyperlid and Pumped Up Fund are making substantial contributions to holders' revenue.
  • Strategies for identifying promising crypto protocols include subscribing to relevant newsletters, analyzing top protocols by holders' revenue, and exploring other projects that could potentially yield airdrops.

Timeline Analysis

Content Keywords

Hyperlid

Hyperlid is leading the cryptocurrency market due to its strong fundamentals, high revenue generation, and ability to support token holders through revenue sharing.

Token holders

Token holders benefit from the revenue generated by Hyperlid, which distributes value through buybacks and other means to ensure substantial returns.

Crypto revenue generation

The video discusses how Hyperlid and similar applications in the crypto space generate significant revenue, highlighting its comparison to other protocols.

Market cap analysis

The analysis includes insights on market cap versus revenue generation, emphasizing the need for tokens to generate value relative to their market cap.

Future airdrops

Strategies are discussed for identifying potential airdrop opportunities through existing protocols that are either gaining market share or have future airdrop prospects.

Open interest

Open interest in derivatives trading platforms is analyzed, suggesting that stable platforms could be indicative of lower volatility and potential growth.

Dynamo Defi newsletter

Subscribers are encouraged to join the Dynamo Defi newsletter for metrics-based reports and updates on noteworthy events and protocol analyses in the DeFi space.

Related questions&answers

Why is Hyperlid leading the crypto market?

It comes down to fundamentals. In 2025, it's no longer enough to just have a strong community or just have a strong narrative. Tokens need to have the financials to back up their value, and Hyperlid does.

What makes Hyperlid different from other crypto applications?

Hyperlid is one of the highest revenue producing applications in all of crypto. It's also one of the first on-chain businesses with a token associated with it, generating substantial revenue.

How does Hyperlid pass on value to token holders?

Hyperlid passes on revenue to token holders in some form, including buybacks.

What are the strategies to find protocols that could perform like Hyperlid?

1. Subscribe to metrics-based newsletters like Dynamo Defi. 2. Look at top protocols by holders' revenue on platforms like DeFi Lama. 3. Investigate other perexes that may be gaining market share or have potential airdrops.

What is the current performance of Hyperlid compared to other protocols?

Hyperlid is currently number one in holders' revenue, with Pumped Up Fund being number two. Together, they represent a significant majority of total holders' revenue.

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