Hunter Capital

Focused on protocols, infrastructure, and analytics

[Hunter Capital @HunterLLM]

@ZKM_ETH @pudgypenguins @LilPudgys

[Hunter Capital @HunterLLM]

@CryptoArter Gm Arter 🐧

[Hunter Capital @HunterLLM]

@IamWeb3Warrior ✅

[Hunter Capital @HunterLLM]

Diamond 2 Tier! 🫡

[Hunter Capital @HunterLLM]

@SnoopDogeAbs 🤝

[Hunter Capital @HunterLLM]

@quan_eth gm Quan

[Hunter Capital @HunterLLM]

@BitcoinJesusETH

[Hunter Capital @HunterLLM]

I'm glad to join this community!

@Nakamigos

[EthereanVibin | 0xVibin.eth @EthereanVibin]

Being an $ETH holder is the greatest test of mental fortitude and unwavering patience

I’ve been chewing glass and staring into the abyss

But, no other asset in global financial markets has better risk-adjusted asymmetric upside

NONE

$ETH is by far the safest 10x from here

[Hunter Capital @HunterLLM]

@JamesCapitalEth 😂

[Hunter Capital @HunterLLM]

@JamesCapitalEth I'm actually accumulating $HYPE in spot. The timeline is delayed, but not canceled. 2x on the short is great, but you're forgetting that the liquidity below will get wiped and take out all the bears. Be careful of a reversal.

[Hunter Capital @HunterLLM]

@bible_xrp Tom Lee just dropped $50M on ETH and you're calling $1,200? Either he knows something you don't, or you're short and coping hard

[Hunter Capital @HunterLLM]

Saylor is selling. Lee is accumulating.

$10,000 soon

[Kalshi Crypto @Kalshi_Crypto]

JUST IN: Tom Lee's 'BitMine' buys $50M worth of Ethereum

[Hunter Capital @HunterLLM]

@Polymarket $100,000

[Hunter Capital @HunterLLM]

This is the greatest bottom signal for ethereum:native I have ever seen

[David Hoffman @TrustlessState]

https://t.co/5EOn4y2pdx

[THE SHORT BEAR @TheShortBear]

I have never seen so many people capitulating out of $ETH or crypto.

Some are writing blogs and essays explaining why it failed, mainly naming how other chains won the race, measured by fees taken in.

Some of my thoughts, in these hard times:

Time will tell, but I think many people are mistaken in treating $ETH like an end-stage $AMZN, as if the main question is already about mature margins, fees, and cash flows.

In reality, Ethereum is still very much earlier in its economies-of-scale phase, with nearly all metrics in the top right corner and growing at mid double digits to tripple.

Furthermore, most of the market is focused on the wrong battle: who can become the fastest and cheapest payment processor.

Lower fees, higher throughput, faster settlement. But that is likely a race to commoditization, similar to the payment processors crash over the last years.

If the only value proposition is speed and cost, then the moat gets thinner over time, easy disruptable. Someone can always be faster. Someone can always subsidize fees lower. Someone can always optimize one narrow use case.

The real value may not be in the transaction fee itself.

The real value is likely in the amount of economic activity secured by the network, the credibility of that security, the neutrality of the base layer, and the difficulty of replacing it once enough assets, applications, institutions, and users depend on it.

That is where Ethereum seems different to me and why so many institutions are choosing $ETH.

Most other projects still feel replaceable. They may have better performance in one area, better UX in another, or lower fees in the short term. But if their advantage is mainly technical efficiency, that advantage can be copied, competed away, or made irrelevant.

The newest hottest thing today is replacing the hottest thing from last quarter.

Ethereum’s bet appears to be much larger: become the most secure, decentralized, credibly neutral settlement layer for the internet economy.

Not the cheapest rail.
The hardest rail to replace.

In the end, the most valuable network may not be the one with the lowest transaction costs. It may be the one people trust most to secure the highest-value assets and applications over the longest period of time.

If $ETH can retain its market share while continuing to scale through upgrades that improve speed, throughput, and fees, its potential remains significant, especially if AI agents become truly crypto-native.

If it combines all of the above and earn the crown as the leading value-secured network, then $ETH could eventually be viewed as something like a truly decentralized, inflation-adjusting global bond: securing the world’s assets, free from political meddling, and deserving of a premium market cap because of the value it protects on top of the deflationary pressures create incentives to stake, get yield and trust the equivalent of buybacks and griwth in value secured to provide additional value.

Keep in mind over 1/3 of $ETH is now staked!

In that scenario, $ETH would not just be another asset to hold. It could become one of the only truly neutral and secure bonds for the digital economy.

... But sure, lets compare it to $SOL with 6% inflation, no moat, no security, massive outages, decreasing validator nodes and alike.

it just all feels like people are getting lost in short term fees and the easiest valuation attempt rather than what $ETH is actually built for, all while its testing its bottom range and players go full portfolio into AI.

[Hunter Capital @HunterLLM]

$HYPE to $100 is just a matter of time 🔥

1) Leading perp DEX with billions in OI & record volumes

2) HyperEVM + RWA + permissionless markets = massive upside

3) Real utility: staking, revenue sharing & governance

4) In a bull market, top projects easily 2-3x

[Hunter Capital @HunterLLM]

Thank you, @realDonaldTrump

[820 capital @820capital]

We called ourselves 820 Capital because our first round was $820k.

That number reminds us that every big story starts small

With first capital, first bets, and the first people who believe in you before the market does

[Hunter Capital @HunterLLM]

Crypto VCs don’t say this enough:

A lot of categories are not early.
They are just crowded, under-monetized, and emotionally over-owned.

Being early and being stuck are not the same thing.