Hivemind: Peak Macro Uncertainty, Hyperliquid Bull Case & the New Era of Programming

Bullish:

• $HYPERLIQUID - HyperLiquid has reached significant market share compared to major exchanges like Bybit and Binance, suggesting strong growth potential in the decentralized derivatives space.

  • “The big FUD about HyperLiquid is, like, this is a d e y d x two point o. But I think it's reached, like you know, we're talking about 25 to 30% of Bybit's volume, like, 10% even higher, of Binance's volume on, like, a monthly basis. It's, like, reached this kind of a a escape velocity.”

    Duncan·0:00
• $CELESTIA - Celestia has a strong bull case with potential for significant revenue growth and market valuation increase, possibly leading to a 10x return from current levels.

  • “I think the bull case for less Celestia is like a bill a year of revenue. And then what's it trading at then? Is it trading, like, 25, 30 5 bill? Right? That's, like, 10 x from here.”

    Ceteris·40:01
• $BTC - Bitcoin at $84,000 is considered a good long-term entry point, suggesting potential for future price appreciation.

  • “I think in the long run, 84 k is a is a pretty good entry on BTC.”

    Yan·6:28
• $HYPE - Hype is expected to perform well due to its focus on trading activity, which could benefit from increased market participation.

  • “I think Hype will do well, because these are all kind of just trading coins that kind of make their profit off of, like, just trading activity.”

    Ceteris·11:45
• $SOL - Solana is expected to perform well in a risk-on market environment, though specific reasons are not provided.

  • “I think, like, Sol will do well.”

    Ceteris·11:45