Arthur Hayes: Estimated HYPE has a potential increase of up to 126 times
So is $HYPE still a hundred times coin???
It seems my perspective was still small 😂😂😂
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Crypto飞哥
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Discuss the project research and bull market expectations for $HYPE
The HYPE project is actually not new anymore. I have been looking at various materials and research reports during this time, and combining some of my thoughts, I summarize my current views:
The HYPE project is positioned as an L3 public chain, which can currently be understood as the 'Binance' on-chain, focusing on spot trading and perpetual contracts, and will gradually develop its ecosystem in the future. Although the EVM is not very user-friendly right now, if improved in the future, it may form a model similar to Solana combined with Binance. Its trading depth and liquidity advantages are very obvious, surpassing many DEXs and even comparable to some second-tier CEXs.
In terms of the economic model, HYPE essentially operates on the logic of 'opening a casino', with core revenue coming from transaction fees and token issuance auctions. Once the ecosystem matures, it will also add revenue from Gas fees. The team's vision is quite large, using most of the transaction fee income for buybacks and burns, while also distributing to HLP. This model ensures that the token has continuous value support.
From the perspective of chip distribution, the early airdrop cost was very low, but after a round of washing out, the tokens have basically fallen into the hands of those who truly believe in the project, which is crucial. If the ecosystem can develop afterwards, with staking, lending, and DeFi projects gradually running, it will further bring transaction and Gas income, forming a virtuous cycle.
In terms of valuation, it's probably too early to discuss how many dollars it may reach. However, structurally, the logic of HYPE is clear, the narrative is big enough, and the track belongs to essential needs, making it a Beta-level opportunity. In the short term, it may look more like an on-chain casino, but in the medium to long term, it has the potential to develop into an ecological platform with public chain attributes.
Overall, the opportunity for HYPE lies in: having a clear business model, depth and liquidity far exceeding similar DEXs, and a token economy supported by buybacks and burns. HYPE should have no problem reaching 100 in this round of the bull market.
The HYPE project is actually not new anymore. I have been looking at various materials and research reports during this time, and combining some of my thoughts, I summarize my current views:
The HYPE project is positioned as an L3 public chain, which can currently be understood as the 'Binance' on-chain, focusing on spot trading and perpetual contracts, and will gradually develop its ecosystem in the future. Although the EVM is not very user-friendly right now, if improved in the future, it may form a model similar to Solana combined with Binance. Its trading depth and liquidity advantages are very obvious, surpassing many DEXs and even comparable to some second-tier CEXs.
In terms of the economic model, HYPE essentially operates on the logic of 'opening a casino', with core revenue coming from transaction fees and token issuance auctions. Once the ecosystem matures, it will also add revenue from Gas fees. The team's vision is quite large, using most of the transaction fee income for buybacks and burns, while also distributing to HLP. This model ensures that the token has continuous value support.
From the perspective of chip distribution, the early airdrop cost was very low, but after a round of washing out, the tokens have basically fallen into the hands of those who truly believe in the project, which is crucial. If the ecosystem can develop afterwards, with staking, lending, and DeFi projects gradually running, it will further bring transaction and Gas income, forming a virtuous cycle.
In terms of valuation, it's probably too early to discuss how many dollars it may reach. However, structurally, the logic of HYPE is clear, the narrative is big enough, and the track belongs to essential needs, making it a Beta-level opportunity. In the short term, it may look more like an on-chain casino, but in the medium to long term, it has the potential to develop into an ecological platform with public chain attributes.
Overall, the opportunity for HYPE lies in: having a clear business model, depth and liquidity far exceeding similar DEXs, and a token economy supported by buybacks and burns. HYPE should have no problem reaching 100 in this round of the bull market.
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content. See T&Cs.
