HYPE valuation uses $591M annualized buybacks, revenue data, and Onchain cash flows, while tokenized equities near $1B supply. HYPE valuation is moving beyond token supply multiples as Allium Research applies an equity-style model. The approach uses reported revenue, real buyback data, and Onchain cash flow. The firm cited $591 million in annualized buybacks and a […]
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HYPE is trading above $60 despite the recent market selloff that has dragged most crypto assets to significant losses over the past several days. The relative strength is notable — but Arkham Intelligence data has revealed a series of institutional-scale transactions in the past several hours that transform the price resilience from an interesting observation into a documented behavioral signal. Related Reading: Bitcoin Falls Below $66K As Short-Term Holder Stress Reaches February Levels Three new wallets withdrew a combined 557,406 HYPE tokens worth approximately $40.2 million from Kraken eight hours ago — and immediately staked the entire amount. The staking decision is the detail that separates these withdrawals from routine portfolio management. Tokens staked immediately after exchange withdrawal are tokens being committed to the network’s validator infrastructure rather than positioned for near-term trading or sale. The intent is explicit in the action. Six hours ago, another new
BitMEX co-founder Arthur Hayes sold his full Hyperliquid and NEAR Protocol holdings on June 4, citing rising energy prices, a pipeline of AI IPOs, and a predicted Trump pivot against AI. A fuller rationale arrives in his "Reality Test" essay on June 9.
Hayes' exit signals potential volatility and reevaluation in crypto markets, highlighting macroeconomic and geopolitical risks impacting investor sentiment.
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Arthur Hayes sold all HYPE and NEAR holdings, citing energy prices, AI IPOs, Trump policy risks, and a market peak before September. Arthur Hayes has sold all of his HYPE and NEAR holdings, and he expects market highs before September. The BitMEX co-founder said he took profits as energy prices, AI listings, and politics add […]
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Bankless co-founder David Hoffman has disclosed how he redeployed capital after selling ETH, revealing a new portfolio tilted toward VVV, NEAR, ZEC, HYPE and LIT. The move marks a notable shift for one of Ethereum’s most recognizable public advocates and has triggered debate over whether Hoffman is rotating into a new long-term thesis or chasing a different segment of the market. In a post on X, Hoffman said he “immediately took ~50% of the capital to VVV, NEAR, ZEC, HYPE” after selling ETH. The other half, he said, was held back for dollar-cost averaging into an asset that had not already moved sharply higher. “I left the rest as capital to DCA into something not already up multiples,” Hoffman wrote, adding that NEAR was an exception because it was “~1.40 at the time.” He then said he had completed that second leg of the rotation: “I’ve finished buying LIT with that remaining 50%.” Why Hoffman Chose LIT As Next Major Crypto Bet The disclosure quickly shifted into a broader discussion
Hayes' strategic asset liquidation highlights the potential volatility and shifting investor focus amid an anticipated AI IPO surge.
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