arthur.hl

"Hyperliquid has consolidated in this range for over 135 days. In that time, the assistance fund has purchased over 347m worth of HYPE. We all know HYPE is fundamentally undervalued by at least 2x. But I think it's undervalued even looking at short term flows. 1. There will be 300m - 400m of net buying from DATS in 2025, in addition to another ~180m of net buying from the Assistance Fund. ARKK will also likely buy the HYPE DAT (Cathy confirmed they needed a HYPE DAT to get exposure). 2. Team selling is overblown. They had access to 2.7b worth of foundation funds, but sold less than 0.005%. People frontrunning team selling are acting on likely bad information. 3. HYPE is going to get an ETF and will be part of the new S&P crypto index fund. It is also the only investable asset aside from a value / growth investor perspective. HYPE is undervalued and hated because it's difficult to buy. Despite all this, it's still a top 10 crypto. Don't get shaken out."

"Robinhood is now buying around $3.7m HYPE per day, up from $2.4m just a few days ago. The rate of net buying now exceeds SOL. Hyperliquid is proving to be a popular asset with Robinhood customers."