Hyperliquid | Research Reports

Report	Date↓	Authors	Type	Subscription Tier	Tags
Trade[XYZ] × ICE: Bringing Hyperliquid Perps Onshore	Oct 29, 2026	Shaunda Devens	Standard Reports	Pro	Perp DEX · RWA
Onshoring Hyperliquid	Aug 20, 2026	Shaunda Devens	--	Pro	--
Price Discovery in Hyperliquid’s Weekend Markets	Aug 3, 2026	Shaunda Devens	--	--	--
Hyperliquid Priority Fees: Internalizing High Frequency Trading Revenue	Jul 29, 2026	Shaunda Devens	--	--	--
Hyperliquid's HIP-3 Deployer Bottleneck	Jun 12, 2026	Shaunda Devens	--	Pro	--
HIP-4 Outcomes	May 7, 2026	Shaunda Devens	--	Pro	--
Hyperliquid: Weekend Price Discovery in 24/7 Markets	Apr 6, 2026	Shaunda Devens	--	--	Perp DEX
A Valuation of Polymarket (POLY)	Mar 26, 2026	Austin Weiler	Standard Reports	Pro	Valuations · Prediction Markets
Enterprise Note: The Emergency Market	Mar 13, 2026	Jonny Kreiser	Standard Reports	Pro	Macro · Enterprise Note · Perp DEX · Prediction Markets
State of Pyth Q4 2025	Feb 10, 2026	Austin Weiler	Quarterly Reports	--	DeFi · Infrastructure · Quarterly Reports
A valuation of Lighter	Feb 4, 2026	Qorban Ferrell	Standard Reports	Pro	Valuations · Perp DEX
Kinetiq Protocol: From LST Infrastructure to HIP-3 Deployer	Jan 9, 2026	Shaunda Devens	--	Pro	DeFi · Valuations
Enterprise Note: The Capitulation of the Buyback Narrative	Jan 9, 2026	Jeremy Koch	Standard Reports	Pro	Enterprise Note
BWR 2026 Theses	Dec 26, 2025	+5	--	Pro	DeFi · Perp DEX · DEX · DePIN · Lending
Equity Perpetuals Landscape Report	Dec 8, 2025	Shaunda Devens	--	--	--
Arbitrum Everywhere: Beyond the Limits	Nov 18, 2025	Patryk Krasnicki	Standard Reports	--	Layer-2 · DAOs · DeFi · Protocol Overview
Attached at the HIP-3: A Year One Projection of HIP-3 Revenue	Oct 24, 2025	Sam Ruskin	Standard Reports	Pro	DeFi
Crypto Venture Weekly: October 13-17, 2025	Oct 17, 2025		Standard Reports	--	Fundraising
Hyperliquid: Stablecoin Wars	Oct 17, 2025	Patryk Krasnicki	Standard Reports	Pro	Stablecoins · Layer-1 · DEX · DeFi
Enterprise Note: Are New Perp DEXs Emerging or Just Noise?	Oct 15, 2025	Kaleb Rasmussen	Standard Reports	Pro	Enterprise Note · DeFi
Crypto Venture Weekly: September 22-26, 2025	Sep 26, 2025		Standard Reports	--	Fundraising
Time Will Tell: What’s Next for Prediction Markets, Volume Growth Strategies, Continuous Information Perps, and Capitalizing on Momentum	Sep 19, 2025	Dylan Bane	Deep Dives	Pro	DeFi · Consumer · DEX
Enterprise Note: Takeaways from the USDH Vote	Sep 16, 2025		Standard Reports	Pro	Enterprise Note · Stablecoins
Distribution as a Moat: Securing DeFi’s Next Chapter	Sep 11, 2025	Alice Hou	Standard Reports	Pro	DeFi
Messari Monthly: September 2025	Sep 5, 2025	+2	Standard Reports	Pro	Messari Monthly
HYPE: Still Cheap?	Aug 26, 2025	Carlos Gonzalez Campo	--	Pro	Valuations
Felix and Hyperlend : Hyperliquid's Lending Ecosystem	Aug 15, 2025	Shaunda Devens	--	Pro	--
Messari Monthly: Intern Takeover	Aug 8, 2025		Standard Reports	Pro	Messari Monthly
An Analysis of Post-TGE Kaito Campaigns	Jul 31, 2025	Chris Davis	Deep Dives	Pro	Social Media · Consumer
CeFi’s Crypto Expansion	Jul 29, 2025	Kinji Steimetz	Standard Reports	Pro	Centralized Exchanges
Crypto Venture Weekly: July 14-18, 2025	Jul 18, 2025		Standard Reports	--	Fundraising
Pear Protocol : Hyperliquid Pivot	Jul 18, 2025	Shaunda Devens	--	Pro	Valuations · Perp DEX
Arbitrum's Economic Engine: Foundations of a Digital Sovereign Nation	Jul 10, 2025	Patryk Krasnicki	Standard Reports	--	Layer-2 · DAOs · DeFi · Protocol Overview
CoreWriter: Unlocking HyperLiquid's Composable Finance Layer	Jul 2, 2025	Shaunda Devens	--	Pro	--
Crypto Venture Weekly: June 9-15, 2025	Jun 16, 2025	Jake Koch-Gallup	Standard Reports	--	Fundraising
Messari Monthly: June 2025	Jun 5, 2025	+1	Recaps	Pro	Messari Monthly
Perpetuals Landscape	Jun 3, 2025	Boccaccio	--	Pro	Perp DEX
Crypto Venture Weekly: May 26-31, 2025	Jun 2, 2025		Standard Reports	--	Fundraising
Crypto Venture Weekly: May 19-25, 2025	May 26, 2025		Standard Reports	--	Fundraising
Next Generation CLOBs - Rethinking Endgame DEX Design	May 23, 2025	Sunny Shi	Deep Dives	Pro	DeFi · Centralized Exchanges
Builder Deployed Perpetuals: The Hyperliquid Endgame	May 9, 2025	Shaunda Devens	--	Pro	DeFi · Perp DEX · Valuations
Axiom: Breaking Open the Trading Bot Market	May 7, 2025	Danny K	--	Pro	Memecoins · Perp DEX
Hyperliquid: Not Done	Apr 15, 2025	Boccaccio	--	Pro	Perp DEX
Next-gen Chains: Strategic Differentiation	Apr 2, 2025	+1	Deep Dives	Pro	Layer-1 · Layer-2
Analyst Note: Introducing Unit - Bringing Spot BTC to Hyperliquid	Feb 14, 2025	Sunny Shi	Standard Reports	Pro	DeFi · Centralized Exchanges
What's Next for Hyperliquid?	Feb 7, 2025	Sunny Shi	Standard Reports	Pro	DeFi · Centralized Exchanges · Layer-1 · Tokenomics
Will 2025’s L1s and L2s Outperform, or Repeat 2024’s Underperformance?	Feb 7, 2025		Standard Reports	Pro	Layer-1 · Layer-2
State of DeFi Q4 2024	Jan 17, 2025	Kinji Steimetz	Recaps	Pro	DeFi
Shifting Attention: Base and Hyperliquid	Dec 13, 2024	Boccaccio	--	Pro	Layer-2
A Valuation of Hyperliquid	Nov 11, 2024	Sunny Shi	Standard Reports	Pro	Valuations · DeFi · DEX
What’s the HYPE with Hyperliquid?	Jul 25, 2024	Sunny Shi	Standard Reports	Pro	DeFi · Valuations · Centralized Exchanges · DEX
Hyperliquid Deep Dive: The Future of Perp DEXs	Apr 25, 2024	Carolina	--	Pro	DeFi · Layer-1 · Perp DEX