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Does anyone have any Hyperliquid points ?
If you do - how many do you have and what is your game plan on TGE ?

If you dont.... here is what I would do.  IMO HYPE will be the story of 2025....and its going to come out of the gate massively undervalued.

First lets talk about valuation and then we can discuss strategy.
As a perp DEX... it stands alone as the top king of the pyramid.  The apex predator and second place - sixth place combined are inferior by a lot.
If we use DRIFT as a comp.. Drift has a 1.5 billion FDV valuation.  10x wouldnt be a stretch imo.... but lets throw a multiple equal to daily volume variance.  The day Hyperliquid hit 6 billion daily volume.... drift also hit a record of 1 billion daily volume.  Lets cut that 6x multiple in half.  That gives you a 4.5 billion market cap for the perp dex.
The only 3 comps for the Layer 1 chain.....are SOL, SUI and APT
Lets forget the first two which are huge.  SUI is 40 billion.  APT is 17 billion. HYPE is the number 9 TVL layer 1 today. Ahead of AVAX.

Thank you for sharing it
Bookmarked to read it and sharing it with my friends.