X @Ansem
Ansem 🧸💸·2025-10-14 17:30
RT Ponyo (@13300RPM)Arete Capital (@Crypto_McKenna) just released their 2026 $HYPE valuation outlook:1. Revenue- Q3’25 annualized: $1.13B- Growth drivers: HyperCore (+$415M), Builder Codes (+$154M), Aligned Stablecoins (+$88M), HIP-3 markets (+$80M)-> EOY ’26 annualized revenue: $1.87B (+65%)2. Supply dynamics- HIP-3 operators: 4–12 exchanges × 500K HYPE → 2–6M HYPE staked- Aligned stablecoins: 1–3 issuers × 1M HYPE → 1–3M HYPE staked- Assistance Fund: 100% of annual revenue used for buybacks (~41.6M HYPE)- ...