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Papertrade

6 pieces · Aug 2026 to Oct 2026 · 3 flagship

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Hyperliquid6 Perps5 DeFi4 L1/L21 Tokenized stocks1

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Breakdown20 Aug 2026Hyperliquid ecosystem briefing: 14 days of regulation, HIP-3/4, RWAs, revenueSeven-part recap of two weeks on Hyperliquid: US regulatory signals, xStocks and spot equities on HyperCore, HIP-3 deployer competition, HIP-4 rollout, AQAv2 yield accrual, HyperEVM and distribution via Coinbase. Concludes no other ecosystem has this level of activity.Explainer09 Aug 2026Papertrade explained: 1000x synthetic perps on HyperEVM's BBO precompilePapertrade prices synthetic swaps against its LP at Hyperliquid's on-chain BBO mid, with no orderbook, oracle, funding or slippage. The LP starts at $0 and bootstraps from trader losses, and the PAPER token has zero premine and mints only as traders realize losses.Data22 Oct 2026Papertrade staker income collapse: $6.7M to $88K a day and PAPER scenariosStaker payouts fell from $6.7M to $88K a day between 15 and 21 Oct; ~84% of the $62M headline revenue was LP overflow, i.e. trader losses passed through, not fees. Scenario values for PAPER range from $0.0006 to $0.19.

Timeline · every piece, newest first

2026 6

22 Oct 2026PAPER top 10 stakers: early losers became the houseThe top 10 PAPER stakers lost $8.58M trading but already earned $9.06M back in staking rewards and still hold 1.34B PAPER (15% of staked). The non-transferability ban hurt late farmers, not whales, and every further dollar they earn comes from the next trader losing.DataHyperliquidPerps

22 Oct 2026Papertrade staker income collapse: $6.7M to $88K a day and PAPER scenariosStaker payouts fell from $6.7M to $88K a day between 15 and 21 Oct; ~84% of the $62M headline revenue was LP overflow, i.e. trader losses passed through, not fees. Scenario values for PAPER range from $0.0006 to $0.19.DataPerpsHyperliquidDeFi

25 Sep 2026Papertrade explained: 1000x oracle-free perps on HyperEVMPapertrade runs synthetic perps against an LP priced off Hyperliquid's BBO mid via precompile: 1000x leverage, zero slippage and funding, no oracle. The LP starts at $0 and grows only from trader losses; PAPER has no premine and is minted per dollar of LP gain.ExplainerDeFiPerpsHyperliquid

24 Aug 2026Kinetiq Elysium: first HyperEVM L2 and what it means for KNTQElysium is an L2 using HYPE as gas, with much faster blocks and a free native oracle via customized L1Read so PropAMMs can quote tighter. Sequencer fees split 25/25/50 among builders, treasury and buybacks; he sees it as +EV for Hyperliquid and Kinetiq.BreakdownHyperliquidL1/L2DeFi

20 Aug 2026Hyperliquid ecosystem briefing: 14 days of regulation, HIP-3/4, RWAs, revenueSeven-part recap of two weeks on Hyperliquid: US regulatory signals, xStocks and spot equities on HyperCore, HIP-3 deployer competition, HIP-4 rollout, AQAv2 yield accrual, HyperEVM and distribution via Coinbase. Concludes no other ecosystem has this level of activity.BreakdownHyperliquidPerpsTokenized stocks

09 Aug 2026Papertrade explained: 1000x synthetic perps on HyperEVM's BBO precompilePapertrade prices synthetic swaps against its LP at Hyperliquid's on-chain BBO mid, with no orderbook, oracle, funding or slippage. The LP starts at $0 and bootstraps from trader losses, and the PAPER token has zero premine and mints only as traders realize losses.ExplainerHyperliquidPerpsDeFi

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