HYPE All Time High At $37 - Why The Thesis Is Playing Out

In this episode, we talk about HYPE hitting an ATH of $37. We focus on the further upside, the bear case, the comparisons with Solana - and how funds might approach that investment. 02:54 - Finding A Ton Of HYPE - how to lose money and find it again05:01 - How To Think About Portfolio Management09:17 - How To Manage A Full Portfolio13:36 - NFT and Crypto Headlines20:52 - SUI Hack; $230M Hacked - What Happened?28:37 - The HYPE Thesis - Why Is It Up From $9 To $36?31:57 - HYPE vs SOLANA - Is This The Right Comparison?39:36 - UNIT - The Team Bringing Assets To Hyperliquid44:25 - HYPE - Price Predictions50:45 - The Fund Perspective - How Are Funds Approaching HYPE And Other Tokens Now?DISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.