For someone who has been in the circle for a long time
You are already very familiar with hyperliquid
Understanding that it has real revenue buybacks and a unique distribution mechanism
For Wall Street institutions like Old Deng, who still don't know how to use wallets, it may still be quite confusing
Now they are looking at DeFi projects like AAVE that have real returns
The most profitable projects and the largest real narratives in the circle
Information has always been public
It's just not yet averaged out