Spencer Applebaum ✓
@SpencerApplebau · NYC · joined 31 Jul 2013
GP & Co-Head of Venture @multicoin not investment advice, read our blog for the best research and insights in crypto https://t.co/vqCL2J4NZR
10 787Followers
1 477Following
1 677Posts total
764.1KViews on collected posts
Ultimi post
Cerchiamo nuovi post…
Not sure how many times we need to repeat the same thing over and over
Chainanalysis companies should really get their facts straight before publishing FUD that the entire community will take as gospel
Pretty pathetic honestly
16.2K views · 119 likes
· 7 reposts · 8 replies
Open on X →
Multicoin Cuts HYPE Stake Again, Has Sold Nearly Three-Quarters From Peak
Multicoin Capital sold another roughly 10% of its HYPE holdings, according to Arkham, leaving about $90.5 million worth of HYPE, still its largest on-chain position. The firm accumulated around 4 million h
50.1K views · 79 likes
· 5 reposts · 17 replies
Open on X →
please stop dm'ing me asking if we unstaked to sell
the answer is no
40.3K views · 364 likes
· 14 reposts · 48 replies
Open on X →
UPDATE: The Open leaderboard has been updated to reflect a 2-shot penalty for Bryson.
No official word yet from the R&A. https://t.co/TbVZtaZ6tA
78.6K views · 249 likes
· 6 reposts · 47 replies
Open on X →
@SpencerApplebau @multicoin @KyleSamani Do you know who multi coin is? Thoughts on this?
5.6K views · 50 likes
· 0 reposts · 1 replies
Open on X →
7/ Charlie munger once said
"one thing we’ve learned is, if it’s clear that something is a mistake, is to fix it quickly. It doesn’t get better while you wait"
Well we made a mistake and now we're admitting it and fixing it. Read it here - https://t.co/tA2kwWbG9Q
49.1K views · 161 likes
· 9 reposts · 6 replies
Open on X →
4/ Hyperliquid’s core business already does high nine figures of annual revenue, but several near term catalysts will continue to meaningfully compound growth
HIP-3, HIP-4, portfolio margining, regulatory clarity, builder code expansion, coinbase/usdc revenue line, ETF flows ht
6.2K views · 44 likes
· 1 reposts · 1 replies
Open on X →
5/ Hyperliquid’s trajectory looks eerily similar to Binance's early years. In 2017, Binance went from a new upstart to the dominant CEX in approximately six months
The market still underestimated it. We didn't, and posted about BNB at $10. Our expectation is the same here
11.3K views · 55 likes
· 4 reposts · 1 replies
Open on X →
6/ At ~$63, HYPE trades at roughly 36x TTM earnings, or approximately 30x earnings including now-live Coinbase/USDC deal
Under our base case assumptions discussed in the full report, we project ~$8 billion in annual earnings by 2028, implying a price of ~$319 at a 20x multiple
10.1K views · 75 likes
· 11 reposts · 3 replies
Open on X →
2/ Hyperliquid is a vertically integrated layer 1 blockchain and DEX purpose-built for high-speed trading
In 2025, Hyperliquid generated ~$873M in revenue across ~$2.9T in trading volume. It grew from ~301k to ~923k users and ended the year with ~$6B in open interest https://t.c
9.3K views · 58 likes
· 3 reposts · 1 replies
Open on X →
3/ Last year it also began to take market share from CEXs. Monthly perps volume is now ~17% of Binance’s, up from effectively 0 two years ago, while OI has reached ~21%
Measured against all CEXs combined, Hyperliquid's share of both perps volume and OI now sits at all-time highs
6.8K views · 34 likes
· 1 reposts · 1 replies
Open on X →
1/ Today, @multicoin publishes our HYPE analysis and valuation
HYPE is now one of our largest liquid fund positions and we've been accumulating aggressively since February
Full report and disclosures in link. Link here -
https://t.co/tA2kwWbG9Q
365.6K views · 1.1K likes
· 202 reposts · 85 replies
Open on X →
Will be speaking here. If you’re building in the ecosystem and want to catch up, let me know. DMs are open!
12.1K views · 61 likes
· 1 reposts · 3 replies
Open on X →
HL Global is hosting the Hyperliquid Summit in NYC on July 16th, 2026.
The summit will bring together institutional participants and builders of the Hyperliquid ecosystem.
Invite only, all talks will be recorded. https://t.co/mmo50E2Mun
99.6K views · 332 likes
· 29 reposts · 73 replies
Open on X →
Rispetto ad account della stessa dimensione
2 post degli ultimi 90 giorni, accanto alla fascia di 10K–100K follower. arriva a molti, ma pochi di loro reagiscono.
Visualizzazioni mediane33 126questo account924mediana per 10K–100K
Copertura, %307.10%questo account3.62%mediana per 10K–100K
Interazione, %0.53%questo account1.52%mediana per 10K–100K
| Metrica | Questo account | Mediana per 10K–100K | Rapporto |
|---|---|---|---|
| Visualizzazioni mediane per post | 33 126 | 924 | 35.9× |
| Copertura (visualizzazioni ÷ follower) | 3.1× audience | 3.62% | 84.8× |
| Tasso di interazione | 0.53% | 1.52% | 0.35× |
Altri account di questa fascia → Confronta con un altro account → Come sono costruiti questi parametri →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
12.1K17 Jun
365.6K25 Jun
6.8K
9.3K
10.1K
11.3K
6.2K
49.1K
5.6K
78.6K17 Jul
3.2K
40.3K22 Jul
50.1K3 Sep
16.2K
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.54%17 Jun
0.40%25 Jun
0.53%
0.66%
0.91%
0.55%
0.75%
0.38%
0.91%
0.39%17 Jul
0.53%
1.09%22 Jul
0.22%3 Sep
0.84%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.
What the audience does
Likes67.5%2 787 in total
Reposts7.1%293 in total
Replies7.2%298 in total
Quotes3.9%160 in total
Bookmarks14.3%588 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
Account simili
suho loops
@loopsuho
21.6K followers
· 1.6K posts
#gaybaristapaul
@PaulSorrentino3
21.6K followers
· 854K posts
The 1878s ✓
@The1878s
21.6K followers
· 3K posts
北のキャメラ@十勝でシマエナガ撮る人 ✓
@kitano_camera
21.6K followers
· 8K posts
Jonathan Beale
@bealejonathan
21.6K followers
· 27.7K posts
John Manuel
@johnmanuelNC
21.6K followers
· 64.9K posts
GDB
@GreenDragonBot
21.6K followers
· 7.4K posts
Trick ✓
@TrickVAL
21.6K followers
· 14.2K posts
Frequently asked questions about @SpencerApplebau
How many followers does @SpencerApplebau have?
10 787 followers.
How many posts has @SpencerApplebau published?
1 677 posts.
How do posts by @SpencerApplebau perform?
Collected posts: 15. Views: 764 083. Likes: 2 787.