Crypto Scenario Insights

Hyperliquid RWA Perp Consolidation: Does the Ventuals Exit Threaten HYPE Ecosystem Liquidity?

What happened

Ventuals, the creator of OpenAI and Anthropic perpetual markets on Hyperliquid, is winding down and merging with another ecosystem project.

What we think

The most likely outcome of the Ventuals shutdown is a neutral consolidation, with a 60% probability, as settled capital is expected to rotate into other active Hyperliquid markets.

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Hyperliquid RWA Perp Consolidation: Does the Ventuals Exit Threaten HYPE Ecosystem Liquidity?

We explain what happened and what could follow. We do not forecast prices.

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