⚡️NUGGS⚡️v93

HyperEVM: The Smart Money’s Quietest Play Right Now

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📊 QUICK MARKET SNAPSHOT 

Crypto Macro

  • $BTC.X ( ▼ 0.49% ) : $109.7K

  • $ETH.X ( ▼ 0.93% ) : $2,812

  • $SOL.X ( ▼ 1.85% ) : $167

  • Top Movers: UNI, SPX, A, OP, XDC

  • BTC ETFs: +$431M inflows

  • ETH ETFs: +$125M inflows

  • ETH > BTC in perpetual volume (last 24hr)

  • ETH back above 200 DMA

  • SOL ETF rumors heating up (potential staking ETF approval)

  • HYPE hits new ATH again as DeFi rotations heat up

  • Metalpha buys $48.5M ETH

  • Saylor: “Bear market is over.”

  • Bernstein: $200K BTC is still conservative

  • SEC reviewing 21Shares SUI ETF

Global Macro

  • NASDAQ: 19.7K (+1%)

  • Gold: $3,360 (+1%)

  • US & China progressing on multiple trade deals

  • CPI drops today (expectation: 2.9%)

  • World Bank cuts 2025 global GDP forecast to 2.3%

🔥 LEFT CURVE CORNER

🚀 MAIN PLAY: HyperEVM — The Quietest Farm That’s Printing (Bonus resource at the bottom 😉)

The majority of retail still isn’t looking here.

But HyperEVM is where whales are quietly stacking delta-neutral, multi-layer yield across 7+ protocols — with risk-managed APYs ranging from 27% to 42% — while farming the Hyperliquid + HyperEVM airdrop meta.

I’m giving you my exact setup below. This isn’t theory — this is live.

🔬 QUICK ORIENTATION (For The New Readers)

HyperEVM = Hyperliquid’s growing DeFi Layer-2 ecosystem

  • Runs parallel to the Hyperliquid perps exchange.

  • Allows you to stake, lend, borrow, and loop positions on-chain.

  • The ecosystem revolves heavily around $HYPE (Hyperliquid’s native token).

Delta-neutral farming = You earn yield while hedging out the price movement of the token. Meaning:

  • Price going up/down doesn’t wreck you.

  • You farm points, yield, and upside while staying market-neutral.

SETUP 1️⃣ — The Full Stack Loop (42.78% Yield)

STEP 1 — Bridge to Hyperliquid

  • If you’re starting with BTC/SOL/ETH/FART: use @hyperunit

  • If you’re starting with anything else: use @HyBridgeHL

STEP 2 — Get Delta Neutral

  • Sell 50% to USDC.

  • Take half of that USDC and open a 1x short on HYPE perps inside Hyperliquid.

  • Use the other half to buy spot HYPE.

  • You’re now fully hedged: long + short = neutral price exposure.

STEP 3 — The Yield Machine

  • Transfer spot HYPE → HyperEVM.

  • Stake HYPE into @0xHyperBeat to get stHYPE (staked version).

  • Supply stHYPE into:

    • @sentimentxyz (borrow against it — 85% LTV)

    • Stake borrowed HYPE again on Hyperbeat.

    • Supply more stHYPE into @hyperdrivedefi (borrow 70% LTV).

    • Stake borrowed HYPE again on Hyperbeat.

    • Supply more stHYPE into @HypurrFi.

    • Borrow more HYPE → stake again.

    • Lend remaining HYPE into @hyperlendx.

📊 Sample yield:

42.78% APY / 85.5 HYPE total yield based on $200 deployment.

SETUP 2️⃣ — The Simpler Loop (27.5% Yield)

This version is great for smaller sizes or newer participants.

STEP 1 — Bridge funds to Hyperliquid

STEP 2 — Split funds 4 ways (25% each):

  • Buy spot BTC

  • Open 1x short BTC on Hyperliquid

  • Buy spot HYPE

  • Open 1x short HYPE on Hyperliquid

STEP 3 — Stake HYPE

  • Bridge HYPE → HyperEVM.

  • Stake via @0xHyperBeat.

  • Deposit stHYPE into @hyperlendx.

📊 Sample yield:

27.58% APY / 275.7 HYPE total yield based on $1,000 deployment.

🧠 BONUS OPTIMIZATIONS

1️⃣ Grab a Hypio NFT

  • Access private Hyperliquid ecosystem plays + farm higher multipliers.

2️⃣ Mint HL Names (.hl)

  • Think early ENS meta.

  • Still cheap at ~1 HYPE per mint.

  • ENS airdrop was $14K — this is still wide open.

3️⃣ Monitor “mETH loop” (coming soon):

  • A new loop hitting 16+ protocols, fully neutral.

4️⃣ Stay active:

  • HyperEVM evolves fast.

  • Funding rates change.

  • Borrow layers rotate.

  • The more you optimize, the more you farm.

🚀 FINAL THOUGHTS

  • Hyperliquid already sits at $372M TVL

  • Only ~20K users in most protocols — early adoption phase.

  • 65% of inflows come from BTC whales — the smart money’s already farming.

  • Most of crypto Twitter still isn’t watching this.

🔗 BONUS RESOURCE

If you want to walk through these setups interactively (step-by-step, idiot-proof):

✅ Fully delta-neutral

✅ Capital efficient

✅ High airdrop points stacking

✅ Built for asymmetric upside

Stay ahead. Stay Nugg’d.

-Nick

Founder, CryptoNuggs