HYPE directional thesis
Hyperliquid just landed a fresh $150M-a-year income line from the Coinbase and Circle stablecoin deal, and 90% of that flows straight to the token, on top of an all-time-high call within months.
“with the way that they activated this, um on Hyperliquid, 90% of those revenues are going to go directly to Hype. So in the same way that Hype makes revenues from all their perps fees on traders, also going to make revenue from all the stablecoins that are on the platform, which is huge. So this added like around $150 mil estimated.”36:40claim_id
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