MONK
@defi_monk
Sunny | Research @Messaricrypto | Prev Hedge Fund Monkey | NFA | Check Highlights for Threads | https://messari.io/research/sunny-shi
1) A Valuation of Hyperliquid Key takeaways from my latest Messari report My updated valuation outlook on the $HYPE token places it at a $13B FDV, with the potential to rerate higher than $30B in the right market conditions. Let's dive in: 🧵👇
🚨STATE OF STABLECOINS REPORT TOMORROW🚨 When it comes to industry-defining reports, no one does it better than @MessariCrypto. Tomorrow, we drop the most expansive report on stablecoins yet: State of Stablecoins. The best part? The report is FREE! Keep reading for a preview…
Ok now can we say Hyperliquid makes more money than any other protocol in crypto? Last time Solana did $5M of REV was in mid May. Hyperliquid being the #1 earner in crypto was always obvious if you just looked at the trends.
This might be the most mispriced I've seen $HYPE since the lows in April 4 days in a row of $5M fees, with monster inflows / user growth, OI + Volume at ATHs and at ATHs vs. CEXs, and Phantom Perps just beginning to roll out with huge success Repricing soon Hyperliquid
the PUMP Hyperliquid pre-market was a classic case of info asymmetry collapse in real-time an interesting externality of the hyperp was that it telegraphed the setup to every participant globally, turning what started as edge into consensus the moment price discovery went public…
. @_Fullport — $PUMP or dump? Featuring @defi_monk & @connorking_ x.com/i/broadcasts/1…
People talking about $AAVE but $MORPHO seems like a much better product that everyone I know actually uses and likes. It’s also directly integrated into coinbase. Their $cbBTC supply has like 5xed as a result. Instys will want isolated and tailored pools not pooled lending.
$ETH and $SOL to ATHs first, then a face melting rally for $HYPE when everyone remembers it’s the product of the cycle. Seems like the likeliest outcome for “altszn” to me.
Legend
ETH will outperform SOL in 2025 - @defi_monk SOL/ETH has topped, and will continue to decline throughout 2025 • Solana has far more net sellers, as the crypto native bid becomes exhausted and slowly starts selling SOL for alts • Ethereum has had a far worse 2024, and has more…
Wow an $ETH renaissance is happening. Would be the perfect time for a MEGA fast L2 to show up to help prove why L2s should exist.
*TRUMP SET TO OPEN US RETIREMENT MARKET TO CRYPTO INVESTMENTS:FT
HNT is up 64% since we called the bottom on June 23rd based on fundamentals growth and downstream effects of the August 1st Halving. In that same period: BTC: +13.4% ETH: +53.5% SOL: +20.7% AAVE: +37.2% To all the liquid funds - yes @MessariCrypto does have alpha.