HYPE

tourbladez

Mostly BTC....and maybe a little in ETH and HYPE

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Post is by: Bcom_Mod and the url/text [ ](https://goo.gl/GP6ppk)is: /r/bitcoin_com/comments/1w6ssl0/a_japanese_public_company_just_sold_every_altcoin/ [Remixpoint, a Tokyo-listed company, sold its entire altcoin portfolio on September 1](https://news.bitcoin.com/crypto-news/remixpoint-goes-all-in-on-bitcoin-after-5-54-million-altcoin-sale/). About 901 ETH, 13,920 SOL, 1.19 million XRP, and 2.8 million DOGE, all gone for roughly $5.54 million, booking around $743,000 in profit. What's left is only Bitcoin, roughly 1,506 BTC, and the company says both its holdings and future operations will now center on it. It's worth knowing that their ETH and SOL positions were generating staking income, about $188,000 combined over the prior period. Remixpoint looked at a diversified portfolio that literally pays them to hold it and decided concentration into a non-yielding asset was worth more than the diversification and the income. They chose the asset that pays nothing over the assets that pay something. That's the maxi thesis stated as a corporate treasury decision, and I find it genuinely interesting because it's falsifiable in public. The whole "Bitcoin only, everything else is a distraction" argument usually lives on Twitter where nobody keeps score. Here a listed company with shareholders and quarterly reporting just made the bet with real money, gave up yield to do it, and now has to answer to investors for whether concentration beats diversification. Every altcoin they sold has underperformed Bitcoin over most meaningful timeframes, ETH and SOL and XRP have all bled against BTC through this cycle, and the staking yield was nowhere near enough to make up the difference. A few hundred thousand in staking income means nothing if the underlying asset is down 40% against Bitcoin. Simplicity has value too. One asset, one thesis, one thing to custody and secure and explain to the board. Bitcoin has the deepest liquidity, the clearest institutional path, and no smart-contract or founder risk. If you believe BTC is the only crypto asset that survives every cycle, holding anything else is just tracking error. However, Remixpoint is selling diversification at what might be peak Bitcoin-dominance sentiment, right as BTC dominance sits near 60% and everyone's crowded into the same trade. Concentration cuts both ways. If an altseason actually arrives and ETH runs to Arthur Hayes's $10,000 target while HYPE and the rest rip, a Bitcoin-only treasury underperforms badly and there's no diversification to soften it. I think they're probably right over a long horizon and probably early on the timing. Bitcoin-only is the correct default for a corporate treasury that can't actively trade rotations, because most companies have no edge picking which altcoin outperforms and the honest historical answer is that almost none of them beat BTC across a full cycle. Giving up $188,000 in staking to avoid that guessing game is a reasonable trade to take. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

billybobbybrownbaby

HYPE breaking out

Fortune1111

Run away from memecoins and put your money on BTC, ETH, SOL, XRP, BNB and HYPE. Always remember to DCA. Please this is not a financial advise do your due diligence. DYOR

MakCapital

Last cycle, SOL did a 30x from bottom while paying up to 10% compounding APY along the way. Nothing came close while everyone complained about SOL or "no 🐂 for alts". There was. It happened on Solana. BTC, HYPE, SOL, HOOD, ETH. This bear is so easy even the noobs have hope. Winners couldn't be more clear.

MakCapital

Core holdings besides BTC should now be HYPE, SOL, HOOD, ETH. HYPE has been an obvious leading choice. Massive number of wallets and trading platforms not only integrating, but the largest like Phantom soon launching their own markets on HL. With majority rev burn.. come on. Been a no brainer buy. Anyone's guess if ETH as private money or Solana as the best chain for users will grab more attention this bull. UNI performing completely depends on capturing RH + Base activity. Most of this activity will be on RH L2 anyway. They win no matter what protocols dominate their L2. They win even without their L2. This and AMM rev share to token holders is garbage. All to LPs. RH L2 trench activity will eventually rotate back to Solana, but this isn't going to stop RH. SOL/ETH much easier to predict once Solana can actually get a SOL value capture proposal passed. Critical, but they already have the users. Don't fade either yet. X in profile

Temporary-Cause730

I think it would be a broad rally, all majors going up, and things like ETH, SOL, HYPE, LIT overperforming. And maybe some old coins like LINK and XRP. 

Congenital0ptimist

Right, it's a p&d. It has no earnings. no TVL. Not even and IP to bank on (open sourced) It's all promises & zero oversight. Not to mention the FDL brings realized token price down another ~20%. If it was worth $427 million dollars as just an idea or a promise or a beta version then somebody with $100 million could & would instantly spin up a copy and have no other costs but marketing. They could own it, rebrand it, hype as better, and like HYPE has shown us all - nobody would care about the lack of decentralization, only it's UVP to users would matter. And so instantly it would be cheaper and faster to run than the YMCA committee that's the original. And that's what's been happening. If you follow where the all liquidity (as stablecoin USD mostly) goes and when and how it flows there.. well you'll feel a bit like Neo seeing the Matrix. I was you in 2019 btw.

Stephoxxxx

HYPE climbing alongside BTC in spot activity is worth watching. If spot volume keeps growing, that says a lot more about real demand than another short-term move in perps.

LiquidityCompass

HYPE at #6 while BTC is #11 is pretty wild. And now spot is starting to get real volume too. Hyperliquid just keeps adding pieces to the puzzle.

FerryLunchBox

HYPE is ranked 6th and BTC is ranked 11th.

Xennenial

They are insiders for the coins they shill. If you buy their coins, you will simply be their exit liquidity. My two biggest gainers lately are a 3x on $HYPE and 3.5x on $LIT. I did not decide to make those buys by listening to any of those clowns. Furthermore, trying to go for a 50x is not smart. A 3x is an awesome ROI.

Serious_Somewhere907

I CRUSHED buying this thing up to earnings, they are making A TON of money with perpetual trading. Ill be keeping a close eye on it now , Its going to make a ton of money plus they have HYPE coin too.

Big_Percentage_7541

HYPE

billybobbybrownbaby

HYPE broke out. if you ain’t all in you ain’t black!!!

GrapefruitOwn6261

I’ve already got HYPE and got in really early around $14, so I’m well up on that. I’m looking at Lighter, TAO, Morpho, Jupiter, AERO, Virtuals, Syrup and Arweave. I’ll probably pick 2 or 3. I’m just trying to work out what could give me the best gains when the next proper bull market comes around. I did really well with CAKE and UNI in 2021, and last cycle most of my AI coins did well, but it’s harder to tell what the next big narrative will be this time. I’m leaning towards some form of DeFi again, or maybe projects that are effectively following the HYPE model. Just trying to figure out where the biggest opportunities might be. I need to sell my cvx first though as that’s my play money

Dense_Weight_633

Some alts are pumping, the ones that are doing ok on their own, for example XMR , HYPE and a couple of others. This cycle is only for tokens with revenue that treat their token holders like shareholders. Old dyno tokens like DOT, ADA, Cosmos, Avax,  and many more that were popular previously are never coming back really. 

LiquidityCompass

Pretty big deal IMO. $6.7B in USDC now generates yield, with most flowing into HYPE buybacks. Basically a second buyback engine that grows with the platform. Hard not to like those tokenomics.

OmegaLabs1

Love that the big activation day is a day where exactly zero dollars move. Very crypto. The calendar event is October 3, today is the press release. Also worth pinning down before anyone models buybacks: is the yield accruing on the full 6.74B or only the reserve slice, does the 90 percent split happen before or after Circle expenses, and does the buyback hit the market or just move HYPE into an assistance fund wallet. Buyback that never touches an orderbook is an accounting entry, not a bid.

Wide_Spideer

those numbers look pretty bullish, but October is the date I'm watching. If that revenue actually translates into consistent HYPE buybacks, this is definitely worth watching...

Temporary-Cause730

Sell XLM and buy BTC/ETH/HYPE

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Post is by: Somening and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1vx6y1b/first_time_investing/ So it’s my first time investing in crypto. I have €1000 to invest, but i’m waiting for crypto prices to go down a bit, what coins should i buy with €1000 euro. I was thinking all BTC or like €400 BTC €300 ETH €200 SOL and €100 HYPE. I’m would like to make like €1k-2k in 1-2 years. Let me know your opinions and advice. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

jawni

ETH, SOL, HYPE, PUMP, CARDS, ORE All have substantial usage, revenue, and relative valuations, easy as that.

Sea-Push5285

Honestly, other than BTC and a few coins that actually provide some form of value retention for holders, like HYPE, I think most other coins have no real value. Yes, that includes ETH, SOL, and BNB. You buy them because you hope the price goes up so you can eventually dump them on someone else at a higher price. These coins don't really do anything other than pay transaction fees on their respective chains. Some people will argue that crypto is more volatile and therefore offers more upside than stocks. That just tells me they haven't traded small-cap stocks. Tickers like USAR, SMCI, and plenty of others can easily move 10% in a single day. On the weekly chart, swings of 50–70% over just 3–4 weeks are completely normal. The important difference is that these companies are actually running businesses. They have real assets, financial statements, revenues, expenses, and accounting records. With crypto? The growth of a chain doesn't necessarily have anything to do with the price of its token. The Solana chain can keep hitting all-time highs across various metrics while SOL still dumps for 10 consecutive months without a meaningful recovery. ETH can do the same. I genuinely don't understand what people who invest in altcoins like AVAX, Litecoin, Cardano, etc. are thinking. Honestly, they'd probably have a much better chance of eventually breaking even if they traded small-cap stocks instead. At least there is an actual business underneath. I'd put their chances of recovering their money at 1,000x higher than with those garbage coins. I can at least understand SOL, ETH, and BNB because they're large caps with a history of recovering after major drawdowns. But even investing in those is pretty risky, because there is ultimately nothing underneath them that provides a real fundamental floor for the price. **In conclusion, unless we're talking about BTC or tokens with a clear mechanism for preserving or returning value to holders, investing in crypto feels largely pointless compared to other asset classes.** >

opensandshuts

What time range are you looking at? That's most important when considering "top performers". I did analysis here that shows that XMR and LINK were the first movers in this run up. SOL, HYPE, hell..even BTC were trailing XMR and LINK [https://www.reddit.com/r/CryptoCurrency/comments/1vuvs2c/analyzing\_the\_recent\_run\_leaders\_vs\_followers/](https://www.reddit.com/r/CryptoCurrency/comments/1vuvs2c/analyzing_the_recent_run_leaders_vs_followers/)

LambertIsMyName

Are HYPE and Zcash free money? Should I invest and ruin the party? 

Temporary-Cause730

I had 3 "phases" in my crypto investing, in each of the 3 cycles since 2017: \- When I started I only had BTC, and kept it this way for some years. Just stacking, never sold. \- Next cycle I remained heavily in BTC, but sold a small part and bought ETH, and then later SOL. But seeing the shitcoins and NFTs going crazy made me greedy, so I bought and tried to trade this stuff, focusing on "utility" and "art". Roundtripped almost everything, some shitcoins I held for years hoping that they would return to previous. \- Last cycle I started with BTC, ETH, SOL, sold all the rest. Made good money on these 3 coins, but again greed took over when I saw the memes blowing up, people getting stupidly rich on twitter, etc. Tried to trade memecoins, made money on some, took big losses on others, overall it was bad. It was also a pain keeping track of all the coins, all the transactions, it was hell. The only thing that saved me from losing a lot of money was that I kept BTC as the biggest part of my portfolio, and gambling with 10-25% of what I had. Looking back, it would be better simply holding BTC, with a small bag of ETH and SOL. So for this cycle I want to have some "rules" in place so things don't get out of control again: \- BTC will be the majority of the portfolio, right now it is at 50%, I want to keep it at least at this level. And I have an amount that I don't plan on selling ever. \- HYPE, ZEC, ETH, SOL are around 40%, and I plan on taking profits on small amounts as we climb. \- 10% to gamble on new stuff, alts that have potential, memecoins, NFTs, etc. 4-5 coins at the same time is the limit, avoiding rotating to the new hot stuff of the week. Will take profits aggresively to cash, so I don't end up using the profits to buy more shit.

LazyLifeguard

Damn I went out of literally everything long time ago. Sold $300k in HYPE at $60. 0 exposure in crypto / btc anymore since then. But good to see people having their comeback now.

verysillyman

HYPE $80

Temporary-Cause730

SOL, ETH, HYPE, PUMP real products, real usage, fees accumulating, and HYPE/PUMP use it to buy back the token

SuckMyR0cket

Definitely HYPE glad you mentioned it first. I think it’s a great long term play and if the US market opens up could be big.

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Post is by: PotentialGur31 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1vuw3i9/trying_not_to_fomo_this_alt_move_which_utility/ Trying not to FOMO this alt move. Which utility coins pass the why does the token exist test? This sub spent months saying most alts were dead and now everything is green again and every bag suddenly has fundamentals lol. I’m trying to stick to stuff where I can explain what the product does and why the token needs to exist. HYPE: real perps product with real usage. The Trump and CFTC attention gave it even more momentum this week. LINK: boring pick but still one of the easiest infrastructure plays to understand. It has been around forever for a reason. AAVE: lending is straightforward. People use the product and there is real money flowing through it. TOWNS: probably the one I am most curious about here. It is a Base messaging and community protocol with programmable Spaces and onchain bots, and TOWNS is tied into how the network operates and is governed. They have a Hyperliquid bot on the product side too. If this alt move keeps going I would rather be looking at stuff with a real product behind it than chasing whatever random meme is up 80 percent that day. If you had to pick one of these based only on product and token utility, which one are you taking? What am I missing? *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

cryptocraze_0

HYPE ZEC and VVV were the strongest coins of the bear market. What will they do on a bull?

Spoofik

ETH is as solid as a rock and could grow faster than BTC because it has a smaller market cap; you might also want to consider SOL and HYPE for the same reasons. DOGE is a meme coin with zero utility, but if you get lucky, it could also go up, though that’s more like gambling.

Eppursimuove1633

Only question is how much HYPE did Barron own before Trump made the announcement. The grifting never ends.

opensandshuts

Interesting to look at bc presumably, the higher the recent gain in the last 24, presumably the more short interest. I see this less as a chart about winning as a chart about where there is considerably doubt in the market. That doubt can be ranked as follows: 1. HYPE 2. STETH/WSTETH 3. ETH 4. XRP 5. XLM Seems investors are betting most heavily against these.

Big-Finding2976

LINK's problem is there's no link between the profits the company makes and the token price, so even if the company makes a ton of money it doesn't follow that the token price will increase. That's true of a lot of crypto tokens unfortunately. Having said that, it's up 22.4% and 32.5% in the last 7 and 14 days respectively, which is about the same as HYPE and more than you would have made with most stocks in that time. Although it's still down 80% from it's ATH in May 2021 and down 57% since August 2025, whilst HYPE is up 73% in a year. I don't know if HYPE's price is based on profits being made by the company though, or just hype.

Brilliant-Ad-4624

DJT said there's gonna be legalization HYPE Well we'll see

verysillyman

HYPE what the hell?

Rainmon55

Time to end legitimizing this greater fool scheme. Is Michael Saylor the incarnation of Bernie Madoff?... The Clarity act should include prohibiting retirement accounts from investing in anything crypto.What a nightmare my 4-year journey into this black hole of non-stop HYPE getting scammed and hacked now dealing with a six-figure loss of my life savings and retirement funds in my 70s. What a nightmare...

Electronic_Quote399

People will allocate different amounts, they'll tell you to go all btc or drop one or the other, but it's a good start, its all the basics. I would personally drop xrp, but you probably wont lose money buying it at these levels IMO. I'm not an xrp fan but I grabbed a tiny bit myself because I expect Ripple to throw everyone a bone here pretty soon. Its tokenomics suck, and its heavily manipulated, the company control a lot of the supply. But, as long as you aren't one of those guys who just goes all in, all xrp, all the time... it should be all right. Myself I don't even have any BTC, I'm about 35% sol and 35% ether. If you want a moonshot, consider a little keeta (KTA). I've done very well this year with it. I'm leaning on it pretty heavy right now with 11% of my portfolio, i'm really betting on a short term bounce. I would definitely recommend adding HYPE to your list, though its probably a little too high to buy in right now in my opinion. Throw $10 in, monitor it. If that $10 drops down to about $7.50 or $8, I would say that's a better buy in point. Personally, if I dont own a little, I wont monitor the price, which is why I say grab $10.

pitalik

Stanley druckenmiller (the GOAT) has gotten $23m of $HYPE exposure through the purrdat

MakCapital

The only "true" crypto when priced in BTC, SOL, HYPE zoomed out. Not good. https://imgur.com/a/S8WmawG Not considering if you were staking SOL between 7.5%-10%+ you'd have over an additional 70% of free SOL from compounding revenue and issuance. Nothing wrong with XMR, but majority can't easily enter/exit until smart contracts or Thorchain adds (Watch for this. Getting close. Possible opportunity). Existing solutions are high friction and high risk. Why it has even struggled against its own competing privacy chains. *Honest human takes from someone here from the start of the industry. X link in profile.*

GroundbreakingPage41

At this point eth isn’t proving to be a solid investment, SOL and BTC are the logical choices. Maybe even HYPE.

FTuno

ETH, SOL, SUI, TRX, BNB. also HYPE works until it doesn't

Saffuran

**BTC** and **ETH** are solid, I have no faith in ADA but you do you. **SOL** is still solid. Outside of those three mostly only dabble smaller positions in **ZEC** (privacycoin), **HYPE** (good growth map and tokenomics), **ONDO** (traditional markets moving into crypto with a potential inevitability of 24/7 stock trading using blockchain -- general RWA exposure.)

Epictricker2025

Personally I think I will go heavy into BTC, XRP, some SOL, LINK and HYPE too.

The-great-phoenix

Perp DEX and exchanges obviously like HYPE and LIT but in regards of the rails for DEFI you will be doing fine with some SOL and ETH as they are capturing most of traffic I am as well kind of optimistic about LINK utility

cryptosak786

let me breakdown: Low risk low reward: Bitcoin, ETH Blue chips: SOL, SUI, HYPE, ONDO High risk, high reward: LUMIA, ALU you are getting this info from a person who made 10x to 50x of returns, also lost 80% of its portfolio, lol

quintavious_danilo

If you absolutely have to invest in alts, look at some of the more stable coins like BNB, TRX, MKR (SKY) and HYPE. They basically all weather the current bear market pretty strong and are not 80-99% from ATH, like so many other alts. TRX didn’t even have a bear market, which shows incredible strength. Imagine what it can do once BTC goes into bull mode again.

Electronic_Quote399

Honestly, if you're new, usually the move is to stick to top 10 crypto at first. If you really want to try meme coins though, check in whatever app youre using for a section where it says "trending" or "new". Look at the all time charts. Most of them launch, pump initially, developers take their money and get out, the coin will crash astronomically. Most of them never come back to all time highs, once in a while, one of them will, but there will still be price activity at the bottom. Its very tough to analyze whether they will bounce back a bit, or just keep slow bleeding out. It's probably 95% luck. If i were you, I would choose a couple from the top 10 that you want to build a position on. Keep the bulk of your investment there. I like ether, solana, hyperliquid. Btc is usually a staple too, but not for me. So, if you have a few thousand to invest, for example, I would go with something like, $1000 BTC, $1000 ETH, $750 SOL, $500 HYPE... then, if you choose a meme coin, keep it between $20-$50. That way, if the price nukes, no big loss, but if it has a crazy 2000% run, you can still catch the upside and make a few hundred. You got a few different types. Btc makes up over half the total crypto market cap, so its king, everything follows it to a point. Then you have your well established utility coins like ether and sol, which are pretty safe bets when it comes to crypto. If you want lower cap utility tokens which have more potential upside, you can check out coins like Keeta or Morpho, those are projects that aim for network usage and utility, but are still small enough that they can massively fail, or they can see explosive gains if they catch on. You have to be careful when choosing low cap utilities, there are SO many of them, most of them are gonna be duds, so aim for the ones with goals and partnerships that you like. Keeta is partnering with LayerZero, and they are trying to tokenize real world assets like gold and oil for the UAE. Morpho has a crazy disproportionate amount of value locked on chain, and they just partnered with coinbase to make their DeFi lending protocol seamless and easy. Thats why I like them, but they're still risky plays. Meme coins are a completely different category. They operate on traders and hype alone. All gamblers. Now that doesnt mean you cant make money off them, but it does mean they aren't a long term investment. If you make profit on one, lock it in, sell a good portion of your tokens. Don't round trip them. Watch them closely, develop a strategy, and dont risk too much.

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Post is by: Straight-Birthday-88 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1vkhb4x/next_btc_cycle/ Looking at some industry influencers and retail traders, I’ve come to the conclusion that the masses are starting to be afraid of investing in and trading anything except Bitcoin. But the market has become very tough nowadays, which makes me think that it won’t give the masses a chance to earn. Look at the ETH chart in the latest cycle. The masses were optimistic about it because of the inspiration they got after the cycle that ended in 2021. But in the latest cycle, the asset didn’t show anything even close to the previous cycle. That’s why I’ve come to the conclusion that the same thing may happen to Bitcoin in a possible upcoming cycle. What assets would you invest in in such a case, then? Would it still be Bitcoin as a pretty stable and low-risk crypto asset? Or maybe ETH will surprise us? Or maybe even HYPE? *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

theabominablewonder

A couple of weeks ago it had already been announced that the launch of NatGold was delayed, but Jesus, you read some HYPE on a financial newsletter and decided to invest thousands off some random hype for a shitcoin? Kraken have saved you from yourself on that one.

thuishaven

BTC, ETH, SOL, HYPE for majors XMR, ZEC, MORPHO, SKY, RUJI for alts I also recommend 30% of portfolio in market making products like jlp or hlp. 

Few-Sun-2700

If HYPE does take a hit, it might be a golden opportunity to get back into AAVE at a better price, so I see your strategy!

Wise-Instruction9535

I think HYPE is pretty safe.

Pitiful-Roll9960

HYPE should be on the list for sure.

SpontaneousDream

Not sure why you're being downvoted. BTC is a must, for obvious reasons. HYPE also is a must given how much revenue + buybacks they do along with clear PMF. BNB is okay but looking at the BNB/BTC chart isn't too great- seems like it peaked Oct 2022 and has been trending down since then, although you could argue that since June 2023 it's been somewhat stable...my issue with BNB is that HYPE is continuing to eat pretty much all of Binance's market share at an insane pace.

bimbobandit2016

The only logically sound investments in crypto are BTC, BNB and HYPE. The rest are vapor

Piddler509

I would select defi AAVE, DEX Uniswap or HYPE. Ethereum is also pretty interesting but all utility crypto is interesting to me!!

Party-Brief3166

It is a gamble out of the top 20, but I'm betting on SOL, SUI and HYPE for the next cycle. Holding other bags that might never recover.

Prior_Parsley3960

I'll just leave this part here: \>"The Bitmex co-founder built his reputation on bold trades. He often exits a position just as fast as he enters it. Hayes has talked up tokens like [Hyperliquid’s HYPE](https://beincrypto.com/arthur-hayes-dumps-hype-near-reversal/), Zcash, and Worldcoin in the past. He then quietly closed those positions once sentiment turned. Hayes and his Bitmex co-founders pleaded guilty in 2022 to Bank Secrecy Act violations tied to the exchange’s anti-money-laundering failures. President Trump pardoned all three in March 2025, wiping out the convictions."

Savings-Carry8796

Yeah but a ton of events happened since then. And so no, BTC is not a solid investment nymore. the HYPE IS OVER GUYS!

PuzzleheadedBell4057

DCA monthly on the 15th into BTC, ETH, SOL, XRP, HYPE, LINK, TAO, ZEC and RENDER $100 ea. Have a round-up on my checking account that I empty monthly to fund Doge - about $20-$30/month.

Wheelchair_pirate

HYPE

CatPeopleBleaux

Ill bring back an old school one for yall OGs. CORE/CVault Finance/Delta. While they have definitely pissed off all the people who gave them a $100M treasury(value during last bull run, now around $60M), HYPE took most of their ideas and built their platform, along with 100s of forks from others. The difference though is the locked liquidity and mechanisms to create value for the users, devs and platform. Delta flopped bc of the very reason you mentioned. They broke Uniswaps trade algo and Hayden Adams booted them from the platform, showing they are centralized at their core also.  The rub here is they haven't been heard from in years. Theyll trade the treasury every once in a while but nothing on TG. I was an OG investor in CORE LP1 and went heavily into Delta. There is a lot to be mad about from that perspective but the treasury is still there. If they were scammers, that money would have already been gone. I've chalked my money as a loss, but I do hope they stay true to the statement that they'll launch during the next bull run. And while BTC was strong this last one, ETH never sustained ATH.  They are ETH maxis so I would guess in a couple of years, theyll come back and launch the project. Until then, it's a bunch of bullshit of nothing but id keep it on your radar once ETH season pops off. 

Omnomnomnivor3

the war may ramp up or end anytime, but HYPE is a dangerous market rn, could have short when it was around 70 mb

Doritos707

I think HYPE is a prime candidate for shorting yes. The question is can you tolerate being liquidated a few times before your call is actually the right one? Because 99.99% of the times the market makers will hunt for long or short and move things sideways before you get the actual piece of the pie going down heavy from 50 billion market cap to probably 5 billion if not less. Shorting/longing is gambling and the house will always try to flush you/liquidate you.

jlwapple

True, but I'd like to make a little from HYPE in the short run and then swap it back for even more AAVE.

master-beast-72

the title says "go short" but the post body says you want to buy HYPE — just clarifying which direction you're thinking. on the thesis itself: Hyperliquid's revenue is directly tied to perps trading volume. geopolitical uncertainty (Iran, oil prices, risk-off sentiment) typically does two things simultaneously: broad crypto prices drop AND trading volumes spike as people hedge/speculate. so HYPE's business actually has some counter-cyclical protection that pure speculation plays don't. AAVE isn't a dead coin fwiw — it's been generating consistent protocol revenue and the lending market is real. the "bro it's 2026" comment undersells it. main risk with HYPE is that a lot of its valuation reflects expected future exchange growth, not just current fees. if volume stagnates or a competitor takes market share, that premium compresses. neither AAVE nor HYPE is an obvious "safe" trade in a geopolitical risk scenario — they just have different exposures.

blurBrake

shorting crypto based on geopolitical tensions is high stakes gambling, especially with a volatile token like HYPE

CEDoromal

I'm just gonna say that there a glitch with HYPE right now wherein if you send your coins to 0xfefefefefefefefefefefefefefefefefefefefe your coins become part of a huge pool which you may want to do if you're a serious investor

Doritos707

100%. Bro its the first cycle for this coin. Just from what happened with SOL last bullrun (not comparing the two coins). It will probably go all the way to 10$ or lower. There is no way this HYPE coin of diluted value of 55 Billions doesnt crash hard

PuzzleheadedBell4057

ICP is a good choice, I just believe HYPE provides better tokenomics.

System_Constructor

Хороший пост! За OI Hyperliquid слежу давно — рост впечатляет. Я как раз сделал бесплатный инструмент для анализа таких моментов. Показывает сигналы на основе 5 методов сразу, включая анализ стакана. Могу ссылку дать. Кто-то уже входит в HYPE или ждёте коррекцию?

Few-Trick-4968

75% BTC the rest BNB , HYPE etc... projects that have good future

SoftBallSwifties

Both HYPE and JTO can reach 100 USD. JTO Trading app still in testing stage, when live ,people will stake JTO. Half od HYPE tokens is staked. JTO drop is an opportunity to buy more at a lower price

lofi100k

HYPE

LavoP

Hyperliquid: Best-in-class perps trading solution. CEX solutions are trying to compete now but lag when it comes to global availability, variety of assets, and liquidity. Buying HYPE token gives you direct exposure to one of the most used products in crypto, unlike buying COIN stock (exposure to the business as a whole not just perps product) and there’s no way to invest in Asian exchanges like Binance. Aave: Borrow against tokenized assets. This is one of the main use cases of crypto. I have personally borrowed against yield bearing crypto and used the borrowed assets in the real world which allowed me to spend without selling my crypto assets. This is getting more and more powerful with more assets coming on chain like stocks, commodities, etc. Aave is the market leader in permissionless lending. Normally loaning against stock portfolios and other assets was exclusive to the wealthy but Aave democratizes it. Uniswap: Create liquidity for any tokenized asset. A large part is memecoins and stupid things with zero value but as more and more things are able to be tokenized, being able to create liquidity for literally anything is an extremely powerful primitive.

jawni

SOL It's just got too good of a moat, keeps evolving. improving, and maturing, doesn't seem like any chain is going to be able to dethrone it as the "general purpose L1". HYPE comes in second, definitely has great momentum and fundamentals, but I don't know if it will be able to defend its market share forever.

Total-Literature447

Add SOL and maybe HYPE

1moreApe

Ur current portfolio? 90% btc 5% xrp 5% link Im being very generous. The only other 2 coins id have are HYPE and ETH (haters, come after for holding ETH i deserve it)

AutoModerator

Post is by: cosmodrome-lab and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1uqg3zn/hype_is_trading_at_70_buyback_is_down_46_from/ The protocol publicly claims that 97–99% of trading fees flow into the Assistance Fund to buy back HYPE. The real figure is 80–84%. The gap is not an error — it is built into the architecture. HIP-3 deployers capture up to 50% of fees generated on their markets. A portion flows to HLP and operational expenses. None of this is a violation. This is simply how the system works. What matters more is the trend in absolute terms. Buyback volume has declined for three consecutive quarters: — Q4 2025 (peak): $241M — Q1 2026: $176M — Q2 2026: $122–130M That is a 46% decline from peak. Over the same period, the token price moved from $25 to $70. The buyback does not explain this. Something else does — and we will get to that. 77% of the supply has not reached the market yet Per Tokenomist data: 222 million tokens are in circulation (22.24%). 777 million remain locked (77.76%). The full emission schedule runs to November 2029. Unlocks occur on the 6th of every month. On June 6, 2026 — an unlock date — HYPE dropped 12% in a single day. That is not a coincidence. The largest single allocation is Future Emissions and Community Rewards: 389 million tokens (38.89% of total supply). This pool releases via a cliff mechanism — meaning a large tranche can hit at an unannounced moment. The exact amount that will remain locked on January 1, 2028 cannot be calculated from any publicly available data. That opacity is not accidental. The arithmetic at current prices: each monthly Core Contributor unlock of approximately 43 million tokens represents roughly $3 billion in potential supply pressure. Monthly buyback in Q2 2026 was $48–53 million. That covers less than 2% of the notional overhang. The gap is not covered by protocol mechanics. So what is holding the price? Three mechanisms operating in sync. First — managed float. A significant share of unlocked tokens does not reach the open market. They flow into staking in Hyper Foundation-affiliated nodes (which control 49.3% of staked supply) or are transferred via OTC arrangements. Only a thin layer of supply ever reaches open trading. This is not enforced by smart contract. It is a governance decision that cannot be verified on-chain in advance. Second — institutional absorption. Hyperliquid Strategies Inc. (Nasdaq: PURR) holds 20+ million HYPE. Three ETFs launched in May–June 2026: Bitwise BHYP, 21Shares THYP, Grayscale HYPG — attracting $111 million in inflows in their first weeks. These structures move supply off the crypto market. But at $65 per token, the fully diluted valuation is $63–67 billion, with only 22% of supply in circulation. The overhang math does not change. Third — narrative. While buyback was declining quarter over quarter, Arthur Hayes was publicly calling a $150 price target, the Bitwise CIO was publishing memos calling HYPE "deeply undervalued," and a16z was accumulating a $90+ million position. Institutional narrative outweighed fundamental trend. That is how price holds when mechanics weaken. Regulators are drawing their own conclusions In a single quarter: the UK Financial Conduct Authority added Hyperliquid and Hyper Foundation to its list of unauthorized firms. CME Group and ICE addressed the CFTC and members of Congress. The Monetary Authority of Singapore added the platform to its Investor Alert List. Four separate jurisdictions. One quarter. Not a coincidence. One question nobody is asking publicly Hyperliquid's founder, Jeff Yan, is a US citizen. He was born and raised in Palo Alto, California. Hyperliquid is structured as an offshore entity with American users explicitly classified as Restricted Persons. The United States is one of two countries in the world — the other is Eritrea — that taxes its citizens on worldwide income regardless of where they live or where their business is incorporated. Under the Controlled Foreign Corporation rules and the GILTI mechanism — Global Intangible Low-Taxed Income — a US citizen who controls a foreign corporation generating $900 million in annual profit potentially carries US tax obligations regardless of offshore registration. Applied to Hyperliquid Labs, that figure could reach $300 million or more per year. This is not an accusation. It is the structural mathematics of the US tax code. No public information exists confirming how, or whether, this structural contradiction has been resolved. That question remains open. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

MushrooGuy

That last part of your AI generated answer is exactly what I'm talking about though. The biggest hurdle is regulatory changes, and HYPE is not doing anything to get ahead of them. In fact it's the exact opposite. They have been pretty forthcoming about the fact that they aren't trying to do anything to become onshore compliant. I was a big HYPE fan until I realized they weren't adjusting to the regulations that were very obviously coming. You can't just cut the United States out of your protocol and expect it to last. We have so much liquidity here and not everyone is going to be willing to VPN to purchase hype if it comes to that. Regulations will be the death of this one unfortunately if they don't adjust

diamondblaster67

HYPE has long-term potential because it’s backed by Hyperliquid, a decentralized trading platform that already has significant real-world usage and generates trading fees. Unlike many crypto projects, it has a functioning product, its own high-speed blockchain, and a token that’s used for staking, governance, and securing the network. The investment thesis is simple: if Hyperliquid continues attracting more traders and developers, demand for HYPE could grow along with the platform. The biggest risks are increased competition, regulatory changes, and the overall volatility of the crypto market.

jawni

and coincidentally, HYPE, the asset, is relatively less hype-driven than most.

jawni

HYPE, a chain that is widely used.

Kaiser_Steve

Hyperliquid for me or VVV - I recently joined Collective Shift they've been bang on with their Altcoin predictions this cycle. Made a heap on HYPE because of them

AutoModerator

Post is by: ChangeNOW_Community and the url/text [ ](https://goo.gl/GP6ppk)is: /r/ChangeNOW_io/comments/1upvtg8/get_ready_for_world_cup_tokens/ Any way it goes, there'll be a massive surge of new tokens with little to no credit for utility flooding exchanges, KOLs shilling them to the moon and anyone holding them creating positive bullish narratives. You just have to exercise an extra level of caution around HYPE tokens. Who do you think will win? What do you think the market will come up with? *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

MushrooGuy

Mike Selig has been very vocal about wanting to bring perpetuals and derivatives onshore which HYPE isn't making an effort to become. How do you see long-term viability when they aren't doing anything to tap into one of the largest markets there are in the US?

diamondblaster67

HYPE

cc99v

Personally cannot see how you’re gonna be in profit in 4 years on these. But clearly you’re very rich and losing 200k is nothing. Out of interest what made you choose these and not BTC, ETH, SOL, HYPE.

Active-Rope9301

BTC/ETH/SOL. Possibly HYPE. I’d like to say TAO/Bittensor but I dunno, the AI space is crowded.

mixedfeelingz

HYPE and Fartcoin

jawni

This sub has always been cancer, it's never been a good place for discussion, never been a good place for alpha, never been a good place for research. People here are generally *substantially* dumber than the average person on CT. It's just not sustainable to have a community whose content curation is done by popular vote when you have such varying opinions within that community. So it doesn't really matter who is wrong or right, because people don't upvote and downvote based on that. Post anything remotely positive about Cardano or Nano or Algorand or Loopring, and it would get upvoted to the top immediately. Meanwhile the coins that outperformed the market, like SOL in 2022-2024, were vehemently hated for reasons that were either patently false or were obviously going to become false. "It's only pumping for the FTX unlocks", "All the usage is fake", "Institutions won't use SOL", "It had downtime!", "It's only memes!" but anyone with a brain and the ability to do real due diligence could see how wrong all of those were or would become. Or HYPE, an extremely successful project, which used no VC money and airdropped much of the supply. This sub has a hate-boner for VCs, which would make you think HYPE would've been this sub's darling... but no. I don't even think many people here know about it. And then discovery or discussion on any new project is completely worthless here because everyone just assumes it's a cashgrab or scam without doing any critical thinking. If you use this sub, stop, and find something else. [Look into researching the way I recommend here.](np://www.reddit.com/r/CryptoCurrency/comments/1h7e21t/35yo_new_to_cc/m0kzmqp/)

ExpressWorry

Bro I totally get you. There’s “SAFE” in its name right? Like HYPE or PUMP. It can’t go wrong.

Bazaruta

There are. ETH is useful for smart contracts. ZEC and XMR provide privacy on transactions. HYPE is kinda like a stock, like binance and coinbase stock. Just to name a few. But true for the average coin, there is none…yet people throw money at it. When a 5 min google search would tell you that, the thing you are paying for is worthless.

Bazaruta

There are good alts, ETH, TAO, HYPE are good. ZEC kinda is too. But I agree. Most are trash, if people researched a bit before throwing money at it, they would so much better!

Bazaruta

There are good alts, ETH, TAO, HYPE are good. ZEC kinda is too. But I agree. Most are trash, if people researched a bit before throwing money at it, they would so much better!

Bazaruta

BTC right now it’s basically a high beta tech stock. When people want risk assets with great return they pile in…else they sell or don’t care about it. Honestly most crypto it’s based on hoping for a greater fool to buy off you at a better price. That’s why meme coins are a thing. Meanwhile stuff like HYPE, ETH, TAO doesn’t get as much love as I think they deserve. They bring interesting stuff to the table!