18 Comments
User's avatar
Alpha Metrics's avatar

I think you're overlooking a critical difference: GME had 140%+ short interest forcing covering, while PURR is pure gamma without that fuel. Gamma squeezes without shorts typically resolve faster and at lower multiples than what GME did. The Russell inclusion is also front-run by arbs weeks in advance, which often creates post-inclusion selling pressure rather than sustained buying.

The Hyperliquid thesis is solid, but comparing this to GME sets unrealistic expectations about magnitude and duration when the underlying mechanics are fundamentally different.

Capital Flows's avatar

The short interest got covered way before the actual gamma squeeze in GME. If it was true that all the short interest got covered at the highs above 120 in GME then id agree with you but it didnt which means the parallel is very clear

Andrew's avatar

You're holding PURR into this... But are you holding it through this? Is a gamma squeeze move sustainable?

Capital Flows's avatar

depends

we shall see

see livestream from today on this

JSmith's avatar

Are you getting into options with these expectations or do you remain holding your PURR stock position?

Jared Nations's avatar

What’s the relation to HYPE’s price if PURR has a gamma squeeze? Does it run too just not as high?

DecimusAugustus's avatar

I don’t understand your comment about hyper liquid being integrated into the US, does this mean we can finally create an account and use it state side? Sorry for the dumb question, been trying to use Hyperliquid since it dropped into radar after airdrop.

Drip Strategy's avatar

yes it is technically not authorized to use in USA....ppl use with a VPN or in view-only mode in USA currently.

so the thesis is once it is 100% legal to use without restriction, TVL is going to ramp very hard

Gary's avatar

thanks for the update. This has been a great pic. I appreciate your insight.

AhmetS's avatar

Do yourself a favor and block him.

Bartek's avatar

What would be suggested way to play PURR through options?

Rhodie House Options Intel's avatar

Friday was the first time I have seen PURR trade in any meaningful size in the option market. That was a large position and quite short dated - that is often indicative of expectation of some news or some other factor effecting the stock. Personally I would follow that with commons if you like the thesis or want to follow that whale. The IV on that trade was 157.3% on an illiquid option chain - not where I would be buying calls quite honestly.

shanegillis42069's avatar

I caught the gamma squeeze for MRVL this week. Now I’m watching PURR closely

Nhat Phong Tran's avatar

Are there any datapoints indicating if option market makers are net long or short gamma?