defi breadwin
681 posts

defi breadwin
@defi_breadwin
DeFi Breadwin 🤝 | $QUANT & Hyperliquid maxxxing Daily charts + early calls | max trading terminal 👇 Vibing on chain volume 🎧 🧲 🗿 🚀 DYOR




every $HYPE holder. thank you Jeff. Hyperliquid. tag your Hyperliquid fam below 👇

Posting my recent Harvard Business School case on @HyperliquidX, which we taught to MBA students and regulators earlier this week. Grateful to @chameleon_jeff and @iliensinc for their help, and for letting me interview Jeff for the class! You can read the full case below:




I was looking at making a massive allocation into $HYPE for the next cycle. I decided against it. The product is great. The coin is great. But the math for a 10x is harder than alternatives. Here is my breakdown👇 My problem with HYPE is that it's too consensus. Everyone loves it. It's only down 45% from its ATH. When SOL and ETH went 30x+ on their runs, they started from -95% from ATH. People were being mocked for buying them for weeks/months. In my experience in crypto, if buying for a long term hold and your entry feels warm and comfortable then usually something is up. Could hype be the exception? Sure, it definitely could be. But let's look at the numbers. $8B Market Cap. $31B FDV. That gap means there is a massive wave of dilution coming. To hit my target of a 10x return, $HYPE would need to reach $80B Market Cap BEFORE it spits out 75% of the coins which are currently locked. This is a huge headwind. For context, $SOL was the undisputed leader of the last run and peaked at a $150B Market Cap. Literally everything went right for it too. My philosophy is: Be early, or be contrarian... and then be right. When you are both, that is where the 10x opportunities live. Unfortunately, I don’t believe $HYPE is the best oppty to hit that goal. Best of luck to everyone in it. Great project, but just not for me at this price. If for some reason it goes to $15ish and i have cash left I'll consider it.


If you didnt know Hyperliquid was built by a team of just 11 people. Here are some of them: • Jeff Yan @chameleon_jeff • Iliensinc @iliensinc • Xulian @xulian_hl • Valinorae @Valinorae • Jay Gee @jaygee_hl • Ben (ben_hl) • Adam (adam254689) • Kangaroo (kangaroo2245) 11 people built what Binance, Coinbase and dYdX needed hundreds of employees to build. Did you know anyone from the team besides Jeff, Iliensinc and Xulian?




It's happening guys! Thank you Jeff Hyperliquid






