Yours comments here, prior stack and twitter seem pretty Grimm regarding hype views. Appreciate the hype is a bit wild from kols and it touched 35 bn fdv. Can you share your % portfolio breakdown similar to before? How much is % is okay to still hold hype.
Without airdrop but still in profit and have view this can scale but is it better to take some off into usdc and wait for defi hype launches? Thanks.
Not sure grim is the right word. All of crypto is like this. Bitcoin. Great. It's at $100k. Made early adopters rich. Will you get rich buying Bitcoin at $100k. Probably not. Might double your money though. If you want higher returns, need to find the next coin, which is a big part of why DeFi Education exists. Can say similar for HYPE, the market repriced to a fairer valuation very quickly.
Probably a bit late to take off, I'd start buying back in the high teens. Point I was making is even if you buy at $18 your potential upside is roughly a 2x back to record highs before it's potentially overvalued/fairly valued again. We've speedrun a full cycle, doing a 10x since launch but compressed into a month. Would definitely prioritize sizing into ecosystem wealth effect coins rather than HYPE going forward. Long term sure maybe it grows into a larger valuation, but alt cycles tend to be a couple of months.
Other coins in the HYPE ecosystem after people feel rich from HYPE and are willing to invest (since HYPE will already be fairly valued / overvalued potentially at that point)
Not yet. Would play a bounce in mid teens if we ever get there. Q1 has historically been good for ETH, plus ETF inflows, so that's my core holding and for degen plays I want hotter coins with more upside.
Faded two which I wanted to buy, haven't seen any worthy to recommend here yet. Looking forward to the DeFi ecosystem on Hyperliquid as it's already a high TVL chain with educated participants so good apps should be able to grow fast. But of course other altcoin metas can launch on HYPE so paying attention to AI and DeSci coins there.
Waiting to size into something legit. HYPE seems pretty close to fairly valued, so if a new coin comes along in the ecosystem which has a legitimate team and a scalable use case think you could see quite the rotation. Ditto for when cheap spot borrowing against HYPE comes online.
Thank you for the post. Do you see any risk with the staking itself (with any validator) as it’s a new chain that hasn’t been tested yet? Not sure if it’s worth potentially risking HYPE for ~2% yield
Outside of a slashing event, don't think you lose any HYPE as the staking contract is part of the L1 and built by the team. If you trust the L1 you trust the staking contract.
Can you guys talk about your thoughts about ai/defai/meme rotations happening right now? Also you did mention real utility ai - what’s your thoughts on:
Yours comments here, prior stack and twitter seem pretty Grimm regarding hype views. Appreciate the hype is a bit wild from kols and it touched 35 bn fdv. Can you share your % portfolio breakdown similar to before? How much is % is okay to still hold hype.
Without airdrop but still in profit and have view this can scale but is it better to take some off into usdc and wait for defi hype launches? Thanks.
Not sure grim is the right word. All of crypto is like this. Bitcoin. Great. It's at $100k. Made early adopters rich. Will you get rich buying Bitcoin at $100k. Probably not. Might double your money though. If you want higher returns, need to find the next coin, which is a big part of why DeFi Education exists. Can say similar for HYPE, the market repriced to a fairer valuation very quickly.
Probably a bit late to take off, I'd start buying back in the high teens. Point I was making is even if you buy at $18 your potential upside is roughly a 2x back to record highs before it's potentially overvalued/fairly valued again. We've speedrun a full cycle, doing a 10x since launch but compressed into a month. Would definitely prioritize sizing into ecosystem wealth effect coins rather than HYPE going forward. Long term sure maybe it grows into a larger valuation, but alt cycles tend to be a couple of months.
Would definitely prioritize sizing into ecosystem wealth effect coins rather than HYPE going forward.
Can you explain what this means please? ^^
Other coins in the HYPE ecosystem after people feel rich from HYPE and are willing to invest (since HYPE will already be fairly valued / overvalued potentially at that point)
Okay fair enough, grim is not a right word for something that 10x’d :) appreciate your answers
Are you adding Hype to your existing position with the current dips?
Will be adding in $18-$22 range
Not yet. Would play a bounce in mid teens if we ever get there. Q1 has historically been good for ETH, plus ETF inflows, so that's my core holding and for degen plays I want hotter coins with more upside.
Curious what your take is on tokens on hype? or in generall on this ai agents narrative.
Faded two which I wanted to buy, haven't seen any worthy to recommend here yet. Looking forward to the DeFi ecosystem on Hyperliquid as it's already a high TVL chain with educated participants so good apps should be able to grow fast. But of course other altcoin metas can launch on HYPE so paying attention to AI and DeSci coins there.
Does paying attention mean holding small position or waiting to size into something legit?
Waiting to size into something legit. HYPE seems pretty close to fairly valued, so if a new coin comes along in the ecosystem which has a legitimate team and a scalable use case think you could see quite the rotation. Ditto for when cheap spot borrowing against HYPE comes online.
Thank you for the post. Do you see any risk with the staking itself (with any validator) as it’s a new chain that hasn’t been tested yet? Not sure if it’s worth potentially risking HYPE for ~2% yield
Outside of a slashing event, don't think you lose any HYPE as the staking contract is part of the L1 and built by the team. If you trust the L1 you trust the staking contract.
Validao makes sense for staking - https://x.com/validaoxyz/status/1875212596510679329
Can you guys talk about your thoughts about ai/defai/meme rotations happening right now? Also you did mention real utility ai - what’s your thoughts on:
-HeyAnon
-Wayfinder
-litmus(lmt?