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NASDAQ-listed company Hyperion DeFi (NASDAQ: HYPD) announced on September 8, 2026, an upward revision of its full-year guidance for 2026 and initiated a common stock repurchase plan of up to $20 million. The company claims to be the first publicly listed DeFi company in the U.S. built on Hyperliquid. The full-year adjusted gross profit guidance has been raised from the previous $5 million to $7 million to $7 million to $8 million.The company expects adjusted net operating cash flow to turn positive in the third quarter of 2026, earlier than the previous expectation of "turning positive by the end of 2026"; and it anticipates that core operating income will turn positive in the third quarter, with adjusted gross profit from the core DeFi business expected to exceed operating expenses after excluding equity incentives for the first time. The adjusted gross profit guidance for the third quarter is $2 million to $2.5 million, with operating expenses after excluding equity incentives at $2 million to $2.25 million, and core operating income at $0 to $500,000.The board has authorized the repurchase of up to $20 million of common stock in circulation within a maximum of 12 months, which can be conducted through open market purchases, private negotiations, block trades, and other methods, with no specific quantity guaranteed. The plan may be extended, suspended, or terminated at any time. CEO Hyunsu Jung stated that the DeFi business has accelerated recently, and the core business in the third quarter is expected to achieve breakeven in terms of profit and cash flow, noting that HYPD common stock is currently trading at a discount of about 20% to 30% relative to net assets.

CoinMarketCap released the RWA perpetual contract market report for August 2026. The report shows that from December 29, 2025, to August 31, 2026, the cumulative trading volume of the RWA perpetual contract market has exceeded $3.16 trillion.From the platform distribution perspective, Binance leads with approximately $1.59 trillion and a market share of 50.4%. Hyperliquid ranks second with $542.8 billion, accounting for 17.2%; OKX ranks third with $345.1 billion, accounting for 10.9%; Bitget ranks fourth with $238.2 billion, accounting for 7.5%. The top four platforms together account for about 86% of the market share.

According to the latest data from RootData's tokenized asset dashboard, the top 3 assets by depth for the exchanges Binance, OKX, and Hyperliquid are as follows:The top three assets by depth on Binance are CL_2 (approximately 12.92 million USD), XAG (approximately 11.54 million USD), and SPCX (approximately 8.05 million USD).The top three assets by depth on OKX are SPCX (approximately 2.67 million USD), SNDK (approximately 2.52 million USD), and MU (approximately 1.63 million USD).The top three assets by depth on Hyperliquid are SNDK (approximately 10.20 million USD), SPCX (approximately 7.62 million USD), and MU (approximately 6.05 million USD).It is reported that this statistical scope only includes native crypto asset types such as contracts and tokenized assets, excluding data from traditional stock brokers.

According to Coinglass data, the current whale holdings on the Hyperliquid platform amount to 7.95 billion USD, with long positions totaling 3.786 billion USD, accounting for 47.62% of the holdings, and short positions totaling 4.164 billion USD, accounting for 52.38% of the holdings. The profit and loss for long positions is 452 million USD, while the profit and loss for short positions is -518 million USD.Among them, the whale address 0x5b5d..60 has shorted ETH with a full margin of 5 times at a price of 2262.95 USD, currently showing an unrealized profit and loss of -23.0186 million USD.

According to monitoring by Lookonchain, a newly created wallet (0x434b) deposited 700,000 USD into Hyperliquid and opened a long position of 1.02 billion PUMP with 6x leverage, with a position value of approximately 4.7 million USD and a liquidation price of 0.003916 USD.

According to on-chain analyst Ai Yi's monitoring, trader Loracle has opened a 3x short position on PONS on Hyperliquid since September 3, holding 25.04 million PONS (approximately 19.41 million USD), with an opening average price of 0.6553 USD, accounting for 19% of the total PONS holdings on Hyperliquid, and is still continuously adding to the position, currently facing an unrealized loss of nearly 3 million USD. This trader has created a zero-fee fork version of Pons.Overseas analyst @mlmabc posted on September 6 to publicly solicit funds to jointly target this short position, stating that there are already commitments of eight-figure capital. Loracle's short liquidation price is 1.83 USD, meaning PONS needs to rise another 128% to trigger liquidation. A similar hunting operation targeting 50x leveraged Bitcoin shorts on Hyperliquid in March 2025 had previously attracted attention.

According to Coinglass data, the current whale holdings on the Hyperliquid platform amount to 8.043 billion USD, with long positions at 3.836 billion USD, accounting for 47.7% of the total holdings, and short positions at 4.207 billion USD, accounting for 52.3%. The profit and loss for long positions is 472 million USD, while for short positions it is -542 million USD.Among them, the whale address 0x5b5d..60 has shorted ETH with a 5x leverage at a price of 2220.62 USD, currently showing an unrealized profit and loss of -22.9387 million USD.

HyperliquidNews posted on the X platform that HIP-4 @Outcomexyz will launch a 15-minute cycle Bitcoin native "up and down" market.

According to DefiLlama data, Pons and Fomo generated approximately $1.85 million and $1.77 million in revenue over the past 24 hours, both exceeding Hyperliquid's approximately $866,500.Currently, Pons and Fomo rank fifth and sixth respectively in the cryptocurrency protocol revenue chart, while Hyperliquid ranks ninth.

According to Coinglass data, the current whale holdings on the Hyperliquid platform amount to 7.83 billion USD, with long positions at 3.74 billion USD, accounting for 47.76% of the holdings, and short positions at 4.09 billion USD, accounting for 52.24% of the holdings. The profit and loss for long positions is 459 million USD, while the profit and loss for short positions is -522 million USD.Among them, the whale address 0x5b5d..60 has shorted ETH with a full position at a price of 2220.62 USD, currently showing an unrealized profit and loss of -22.95 million USD.

According to Bloomberg Intelligence's compilation of the first quarterly 13F holdings report for Hyperliquid ETF, a total of 30 institutions disclosed their holdings in Hyperliquid ETF, with a total amount of approximately 74.9 million USD. Brazilian institution Wealth High Governance Asset Management ranks first with nearly 24 million USD in holdings, owning 632,614 shares of the 21Shares HYPE fund (THYP), valued at 23,948,236 USD as of June 30.This list was published by Bloomberg Intelligence ETF analyst James Seyffart on the X platform. OLP Capital Management ranks second with 10.5 million USD, UBS ranks third with 7.5 million USD, Bank of Montreal ranks fourth with 6.7 million USD, and Jane Street ranks fifth with 4.4 million USD. Other listed institutions include Discovery Capital, Brevan Howard, Balyasny, and Boothbay. The top five institutions hold a total of approximately 53 million USD, accounting for 70.8% of the total disclosed amount.

According to on-chain data, Trade.XYZ has deployed its HIP-4 DEX on Hyperliquid. Transaction records show that the deployment was completed on September 5 at 21:15 Beijing time.

HyperliquidNews posted on the X platform that the HyperCore manual lending feature has been launched on the mainnet.

According to Coinglass data, the current whale holdings on the Hyperliquid platform amount to 7.652 billion dollars, with long positions at 3.656 billion dollars, accounting for 47.78% of the holdings, and short positions at 3.996 billion dollars, accounting for 52.22%. The profit and loss for long positions is 396 million dollars, while for short positions it is -448 million dollars.Among them, the whale address 0x5b5d..60 has shorted ETH with a 5x leverage at a price of 2220.62 dollars, currently realizing an unrealized profit and loss of -18.665 million dollars.

According to Onchain Lens monitoring, Wintermute (0xecb...2b00) holds a short position of 99.82 million dollars and a long position of 5.12 million dollars on Hyperliquid; Galaxy Digital (0xcac...26b3) holds a short position of 26.41 million dollars and a long position of 6.21 million dollars.The two combined hold a total of 126.23 million dollars in short positions and 11.33 million dollars in long positions. In the past 30 days, Wintermute has lost 15.3 million dollars, and Galaxy Digital has lost 5.96 million dollars.

Former U.S. President Donald Trump stated that his administration is promoting the decentralized perpetual contract trading platform Hyperliquid to enter the U.S. market in a "fully compliant and legal manner." Last month, Trump mentioned that the U.S. Commodity Futures Trading Commission (CFTC) would be committed to bringing Hyperliquid to the United States. Subsequently, Kraken's parent company Payward announced that it is collaborating with the CFTC to offer certain crypto perpetual contract products related to the Hyperliquid market and its underlying Layer 1 blockchain to registered U.S. users through the CFTC-regulated platform Bitnomial.Nansen research analyst Nicolai Sondergaard believes that this arrangement may allow Hyperliquid to provide some underlying technology, liquidity, or market design without directly opening its existing platform to U.S. users, effectively building an independent U.S. product around Hyperliquid's infrastructure. He stated that U.S. users may have access to fewer markets, lower leverage, and more conservative risk controls; at the same time, he opposes comprehensive KYC, arguing that a one-size-fits-all KYC would undermine the privacy and permissionless access of legitimate users and push liquidity offshore.

According to Coinglass data, the current whale holdings on the Hyperliquid platform amount to $7.653 billion, with long positions totaling $3.684 billion, accounting for 48.14% of the holdings, and short positions totaling $3.969 billion, accounting for 51.86%. The profit and loss for long positions is $460 million, while the profit and loss for short positions is -$517 million.Among them, the whale address 0x5b5d..60 has shorted ETH with a 5x leverage at a price of $2,211.46, currently showing an unrealized profit and loss of -$23.109 million.

According to market news, HyperLend Labs purchased 5,017,336.42 HPL through over-the-counter trading, accounting for approximately 1.25% of the circulating supply, and the related tokens will be withdrawn from circulation.

The U.S. publicly traded company Hyperscale Data has terminated all Bitcoin mining operations at its Michigan facility to convert the site into infrastructure for artificial intelligence data center clients. The company stated on Wednesday that all Bitcoin mining machines in the facility have been shut down following an inspection by an unnamed California neocloud provider, and plans to sell the related mining equipment.Hyperscale Data stated that the client has signed a 10-year master service agreement, contracting 20 megawatts (MW) of AI computing power, with two optional extensions of 5 years each. The company estimates that this agreement could generate over $1.2 billion in revenue over the maximum 20-year term, and if the client exercises an additional 32 MW option, potential revenue could exceed $3 billion, while the site is expected to ultimately support 340 MW. However, the company also cautioned that its expansion plans are still in the preliminary stages and depend on financing, approvals, and other risks.Meanwhile, Hyperscale has significantly reduced its Bitcoin holdings to fund AI construction. Affected by the company's completion of a four-for-one reverse stock split and other factors, its stock price closed at $0.1984 on Wednesday, down about 17%, marking a record low adjusted for the stock split. According to BitcoinTreasuries.NET data, the company currently holds approximately 215 Bitcoins, valued at about $16.7 million, a decrease of about 79% from around 1,006 at the end of July, ranking 84th among publicly traded companies tracked on the platform.

According to Coinglass data, the current whale holdings on the Hyperliquid platform amount to $7.192 billion, with long positions of $3.484 billion, accounting for 48.45% of the total holdings, and short positions of $3.708 billion, accounting for 51.55% of the total holdings. The profit and loss for long positions is $283 million, while the profit and loss for short positions is -$330 million.Among them, the whale address 0x5b5d..60 has shorted ETH with a 5x leverage at a price of $2,157.37, currently realizing an unrealized profit and loss of -$14.1474 million.