@alex_hunter20 Jeff is looking into the next 100 years. The structure of incentives that continue until then will also be his design. Long and constant rewards.
@0xKmafia There is no need to repeat past projects. They mostly failed. If something useful comes out on EVM, everyone will use it. Someone can create a great ux for Hip4?
Every HYPE valuation model has the same inputs: revenue, growth, discount rate. Most are wrong before they start because of the denominator.
We modeled the same $25.8B business value across six supply numbers. Price targets ranged from $26 (FDV) to $105 (circulating only). Same business, four-fold spread, driven entirely by what sits under the division sign.
FDV is the most common default. It's also the wrong tool for a 12-month price target. It's the equivalent of valuing Apple on its 50B authorized shares instead of the 15B outstanding, nobody does that.
The deeper problem: FDV lumps 756M non-circulating HYPE tokens into a single "future dilution" bucket. But the buckets have completely different mechanics (discretionary foundation reserves, nonlinear contributor vesting, permanently burned tokens, and genesis supply sitting indefinitely with the protocol).
We tracked foundation wallet outflows for the Core Contributor schedule (the most-watched dilution risk).
The unlock the market is pricing isn't the unlock happening onchain.
Full methodology: https://t.co/9mGlZJLxe7
if you have funds on bitmart, i recommend withdrawing them as soon as possible. their collateral and capital structure are terrible. they have only 650k USDT.
@elonmusk could seeing thoughts clearly in empty space be considered an ability?
their texture changes with the abstract shifts of claims, evidence, and counterarguments, and their color changes with the shape of emotion. i organize word efficiently by freely mov, break, lsolating latters
hyperliquid is the first truly hyper-liquid hybrid asset. it has the fundamentals of a traditional asset, while allowing the unrestricted activity of defi.
@trevor_flipper in a small niche market, momentum is simply the biggest factor. if both grow large enough to take the stage, the difference will become clear.
오후 9:35