Hyperliquid, a consensus long, has outperformed Bitcoin YTD up 50% versus BTC at 13.5%. We share a valuation model for Hyperliquid.
Quickly grok the number of weekly commits and active developers by ecosystem 🚀
Written by former technology analysts from Whale Rock, Insight and EY.
Meet Ryan Watkins: Co-Founder of Syncracy Capital
Coinbase buying Circle for $5B? Does REV or Revenue matter for blockchains?
Revenue and Earnings is all the matters for DeFi and Fintech. We estimate Bridge at $1.5B/month in TPV w/ 20-30 bps of take rate = $40-$50m revenue run rate.
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