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Post #4504 426
More broad view on recent $HYPE PA too

Circle news was absolutely not a "known known". Nobody had it priced in, instant +$200m to ARR with an extra $12.5m per 25bp rate hike if we see those. Durable, uncorrelated, straight juice to buybacks. The candle straight to $46 was just the instant rerating based on this news to a similar multiple as when it was $38-40.

CME KYC FUD was absolutely known and has been generally priced in for some time now. The entire reason $HYPE is so "cheap" now IS the regulatory uncertainty. The reason you can buy it at $40 when it can go to $100+ IS because it can also go to $20 if there's some massive crackdown. There's no free ride, the rewards just outweigh these risks. This is not new news to anyone familiar with the thesis.

https://x.com/koolkrypto223/status/2055688633416577352
X (formerly Twitter) KoolKrypto (@koolkrypto223) on X More broad view on recent $HYPE PA too Circle news was absolutely not a "known known". Nobody had it priced in, instant +$200m to ARR with an extra $12.5m per 25bp rate hike if we see those. Dura…
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