HYPE directional thesis
Watkins (Syncrasy) is heavily concentrated in HYPE, framing it as a 99%-margin money machine disrupting the global brokerage and CFD market with TradFi inflows not yet priced in. Long-term hold thesis.
“there's this asset called Hype, which we think is one of the best assets in all asset classes, not just in crypto. We think this could be a stud in equities.”94:39claim_id
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