Episode Details
| Title | 0xResearch Cross-Post: How Should We Value Hyperliquid? |
|---|---|
| Date | 6/10/2025 |
| Podcast | Bell Curve ↗ |
Key Insights
Bullish:
- 🟢 $HYPE - HYPE token is viewed as extremely bullish across multiple valuation metrics, with strong market sentiment and unique tokenomics. It's compared favorably to SOL's previous bull run and is expected to see significant price appreciation as market consensus builds.
- “I think no matter what valuation metric you ascribe to or how you wanna value hype, it's pretty much all bullish. So if you wanna use comps, it's bullish. If you wanna use supply demand dynamics, it's bullish. If you wanna use a fundamental, fee based model, like, it's it's bullish.” - Monk (1:11:16)
- “I think there's a lot of similarities between SOL and $20.23 and hype now. And, again, that has no comment on what those tokens offer, what the product offers. It's just what the market wants to bid the most, and that is more important than the fundamentals in a lot of a lot of times.” - Tolks (1:01:18)
- “Compare that to literally any other asset in this industry. Right. And it's just like unparalleled. So I think as we talk about valuation, as hype becomes more and more consensus across the industry, you know, I do think the the animal spirits have yet to to be deployed here.” - Max (52:47)
- 🟢 $HYPERCORE - 🔒
- 🟢 $HYPEREVM - 🔒
- 🟢 $DEFI - 🔒
Bearish:
- 🔻 $CEFI - 🔒