
                                    <div>
                                      <h3>Market View</h3>
                                      <p>HYPE is overvalued but strong community consensus limits downside</p>
                                      <h3>Trading Strategy</h3>
                                      <p>Wait and see or hold cautiously, look for a better entry zone</p>
                                      <h3>Core Logic</h3>
                                      <p><ol>
    <li>
HYPE is not undervalued, even with RWA, prediction market, and stablecoin premium counted
    </li>
    <li>
strong community consensus and delayed team unlocks keep circulating supply low and price high, unlikely to drop below 10 unless a major security issue occurs
    </li>
</ol></p>
                                    </div>
                                    

哈哈，这位老兄认为HYPE回到10以下才是合理的……
我个人的观点是：
1、 $HYPE 目前也完全没有低估，即使将RWA、预测市场、稳定币收益等各种溢价算上，也不属于便宜的区间了。
2、但社区的共识很强，团队的又延迟解锁，所以少量流通反应不了真实。
3、但回到10以下除非出现毁灭级的安全问题。

Quick update on HYPE:
We were initially positioned to reload sub-$17 to get ready for next cycle.
But the framework has now materially changed.
From a game theory perspective, the magnitude of the upside deviation should ultimately be mirrored by the magnitude of the downside

based16z

Twitter

Haha, this dude thinks $HYPE back below 10 is reasonable...

Here’s my take:
1. $HYPE isn’t undervalued at all right now. Even with all the RWA, prediction market, and stablecoin yield premiums factored in, it’s definitely not in the “cheap” zone anymore.
2. But the community consensus is super strong, plus the team keeps delaying unlocks, so the limited circulating supply doesn’t reflect the true situation.
3. Dropping below 10 would only happen if there’s a catastrophic security issue.

South Korea's crackdown on virtual asset crime has officially extended from centralized exchanges (CEXs) to decentralized exchanges (DEXs). For the first time, South Korean prosecutors have initiated investigations into decentralized exchanges under the Virtual Asset User Protection Act…
The article, titled "South Korea Makes First Arrest | _2024111120230_ | Rug Pull Mastermind! CATFI Soars a Thousandfold, 6,000 People BlockTempo and Go to Zero," was originally published on BlockTempo, the most influential blockchain ABMedia media.

South Korea makes its first arrest | _2024111120230_ | Rug Pull mastermind behind cryptocurrency issuance! CATFI surges a thousandfold, 6,000 people who bought in end up with nothing.

Ethereum (ETH) is currently trading around $2,120 after falling below the lower boundary of its ascending parallel channel and slipping below the 0.236 Fibonacci level at $2,140 last week, leaving both buyers and sellers in a difficult position...

Ethereum volatility hits lowest level in months: Is a price surge imminent or will it continue to fall?

This article outlines the key developments of Hyperliquid, Aster, Lighter, edgeX, and StandX over the past year in chronological order, examining the changes taking place in the Perp DEX sector behind the surge in HYPE prices.

Perp DEX is once again attracting market attention: What have the leading projects been doing this year?

HYPE's daily buyback amount is roughly $2-2.8 million. How to get back to 10?

团队暂时没解锁多少，如果按既定解锁的话，这些解锁的金额会远大于回购。

The team hasn't unlocked much yet, but if the unlocking proceeds as planned, the amount unlocked will far exceed the buyback amount.