“I still like the thesis, um, on Hyperliquid, but we’ll get into perps in a bit here.”

“I will note on the Hyperliquid and lighter side, both of those still on my radar. I’m bullish on both of them as we see perps become the main narrative.”

Bullish on Hyperliquid as perps venues capture trading, including tokenized equity perps.

“I still see Hyperliquid as one of the biggest winners there. Hyperliquid, as it comes across the bottom of the screen, even $81 down from its almost $100 peak”

On-chain equities coming to chain should benefit Hyperliquid most, despite price slipping from near $100 to $81.

“This hype kind of looks a little juicy for, you know, probably buy some here, give it to the low from like yesterday, whatever that low is, 84-ish.”

A roughly $300M OTC purchase of the unlocked tokens removed the overhang, which gmoney reads as crazy bullish.

“I’m bullish… I don’t see the bear case.”

Host is bullish on Hyperliquid, citing outside demand for the unlock and multi-year price targets of $285 to $315.

“I think the advisory from the SEC on an STFC on token buybacks is a very strong case for Hyperliquid… Nobody has a builder program like Hyperliquid”

Hyperliquid is favored for its revenue, buybacks, regulatory alignment and distribution, though the host is waiting for the token unlock to stabilize.