📉 HYPE remains under pressure

Over the last 30 days, net spot selling exceeded $163M.

Since the TGE anniversary on November 27, HYPE dropped from $39 to $20.4, the recent low.

The reasons are straightforward.

➡️ First, there is no new season and communication from the team disappointed the market. On top of that, a meaningful part of the early unlocks was sold, which hit sentiment.

➡️ Second, the Tornado seller. This wallet accumulated HYPE around $8 to $9 and has been selling for about a month. Roughly 4.4M tokens are already sold, with 1.3M still left. The final unstake is expected on January 26.

➡️ Third, unmet expectations around Hyperliquid Strategies. The team had about $305M in cash, and holders expected aggressive market buybacks. That support never materialized. In November, this expectation was the main reason HYPE held above $40.

Over the last 30 days, spot selling pressure included:

➡️ $74M from the Tornado seller
➡️ $15M from a large HYPE KOL (loracle)
➡️ $12.5M from the failed Trove ICO
➡️ $5.2M from the 20th largest airdrop recipient

Against this, the Assistance fund bought back $40.3M of HYPE.

What remains on the sell side:

➡️ 1.2M tokens from Continue Capital, average entry around $16 to $17
➡️ 1.3M tokens from the Tornado seller

Because of this pressure, HYPE traded below the Assistance fund’s average buy price of $23.6.
At the recent low, the discount reached about 14%. At current levels, it is still around 7%.

Some traders point to $17 as a possible downside, with liquidation clusters around $19.

Daily demand of $1.5M to $2.5M looks solid in isolation. It stops working when single-day selling hits $43M on spot and $164M on futures.

The market is in a disappointment phase, and the revenue narrative is cooling off.
This phase will pass. Whether that happens after the Tornado seller finishes, or after renewed protocol buying begins, remains uncertain.

✅ Subscribe to @cryp

Someone created a new wallet and spent 1,505 $SOL($192K) to buy 1.55M $SURGE 14 hours ago.

✅ Subscribe to @cryp

❕ $LYN update

Wallets from the previous post continue accumulating $LYN.

➡️ Total purchases from those addresses now exceed $1M.

➡️ Additional wallets that were active in past pumps have also started buying.

Accumulation is still ongoing.

✅ Subscribe to @cryp

JUST IN: Ledger eyes a New York IPO at a valuation above $4B, per the Financial Times.

✅ Subscribe to @cryp

A crypto enthusiast spent $50,000 to buy 100 Solana Seeker phones and farm the $SKR airdrop via swap activity.

The result:

➡️ 75,000,000 SKR tokens received
➡️ Current value around $3.33M

✅ Subscribe to @cryp

Just another day in the trenches

✅ Subscribe to @cryp

👀 A farm that mines views instead of crypto.

In this video Military Police uncover YouTube 'view farm' in a residential area.

The house contained dozens of mobile phones and computers connected to the network, simulating access and interaction to illegally boost view counts and engagement for music content.

✅ Subscribe to @cryp

Your soul needs this, not dubai.

✅ Subscribe to @cryp

hard times create

✅ Subscribe to @cryp

Take risk.

✅ Subscribe to @cryp

2026 is 10% complete.

✅ Subscribe to @cryp

Unfortunately most people don’t want to believe financial freedom is built through boring consistency. For years.

✅ Subscribe to @cryp

✅ Subscribe to @cryp

“Whats your risk tolerance?”

Crypto mfers:

Ethereum price the last 5 years

✅ Subscribe to @cryp

🔽 Bitcoin falls below $88,000 as $120 million worth of levered longs are liquidated in 30 minutes.

A government shutdown is now expected and President Trump has threatened 100% tariffs on Canada.

✅ Subscribe to @cryp

Only a man can understand this 2am thoughts.

✅ Subscribe to @cryp

Don't trust sunday dump

✅ Subscribe to @cryp

Your 9-5 pay the bills.

Your 6-10 creates generational wealth.

Take this seriously.

✅ Subscribe to @cryp

🃏The poker analogy of crypto markets

A useful way to think about trading is the poker table analogy.

If you sit down against 4 drunk players, the game is much easier than sitting against 4 professionals.

Your skill level can be exactly the same, but two different environments can lead to completely different results.

That’s why altcoin perps often offer better performance than trading BTC or ETH.
The distribution of participants matters.
In altcoins, the table is more heavily skewed toward degen gamblers rather than disciplined professionals.

The approach does not change, but the competition makes larger and more frequent mistakes. That difference alone can be enough to shift outcomes.

✅ Subscribe to @cryp