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"Hyperliquid should be valued as a global super-app. Its addressable universe is not the $3 trillion crypto market, but the $600 trillion market for global assets." Give a listen to the latest Weekly CIO Memo from Matt Hougan:

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Bitwise

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28,252 görüntüleme • 2 ay önce •via X (Twitter)

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"Most people think Hyperliquid is a crypto app targeting the $3 trillion crypto market. It’s a super app targeting the $600 trillion global asset market."
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"Most people think Hyperliquid is a crypto app targeting the $3 trillion crypto market. It’s a super app targeting the $600 trillion global asset market."

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The next bull market is typically only obvious in retrospect. This time, however, @matt_Hougan thinks the answer is right before our eyes: The next crypto bull market will be about the convergence of onchain and traditional finance. More in the latest Weekly CIO Memo
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The next bull market is typically only obvious in retrospect. This time, however, @matt_Hougan thinks the answer is right before our eyes: The next crypto bull market will be about the convergence of onchain and traditional finance. More in the latest Weekly CIO Memo

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Matt Hougan: "If you take out $BTC and you take out stablecoins, what is the market cap of what we're trying to reinvent finance with?" "It is less than a trillion dollars." ETH is ~$200B, but from there it falls off a cliff. The entire DeFi ecosystem trying to recreate global finance has the market cap of half of Micron. "A relatively small industry going after an enormous addressable market. That's why it's interesting and why it's a contrarian investment." FT Matt Hougan LG DOUCET.
2:24

Matt Hougan: "If you take out $BTC and you take out stablecoins, what is the market cap of what we're trying to reinvent finance with?" "It is less than a trillion dollars." ETH is ~$200B, but from there it falls off a cliff. The entire DeFi ecosystem trying to recreate global finance has the market cap of half of Micron. "A relatively small industry going after an enormous addressable market. That's why it's interesting and why it's a contrarian investment." FT Matt Hougan LG DOUCET.

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Bitwise CIO: Hyperliquid Is Changing How DeFi Tokens Are Valued Bitwise CIO Matt Hougan Matt Hougan said in a July 30 interview with Cointelegraph that DeFi tokens are undergoing an important shift: project revenue is beginning to flow back to token holders. He cited Hyperliquid, which uses 99% of its platform revenue to buy back its token, noting that the market is rewarding this model. Meanwhile, Uniswap is increasing value capture for UNI, Aave has eliminated the separation between equity and its token, and Morpho and Chainlink are also improving their tokenomics. Hougan believes the market has yet to fully reprice these changes, leaving some assets at relatively low valuations.
2:41

Bitwise CIO: Hyperliquid Is Changing How DeFi Tokens Are Valued Bitwise CIO Matt Hougan Matt Hougan said in a July 30 interview with Cointelegraph that DeFi tokens are undergoing an important shift: project revenue is beginning to flow back to token holders. He cited Hyperliquid, which uses 99% of its platform revenue to buy back its token, noting that the market is rewarding this model. Meanwhile, Uniswap is increasing value capture for UNI, Aave has eliminated the separation between equity and its token, and Morpho and Chainlink are also improving their tokenomics. Hougan believes the market has yet to fully reprice these changes, leaving some assets at relatively low valuations.

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Scaramucci: The key question is whether Bitcoin is an investment or a full-fledged asset class. If it’s just an investment, a $1–$3 trillion market cap makes sense. But if it’s an asset class, it should be valued closer to gold’s $20 trillion market cap.

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"People made a fundamental miscalculation about the market DeFi is going after. If you think DeFi is servicing the crypto market that is a $2 trillion market. But DeFi is going to service crypto equities and bonds. That is a $300 trillion market. A 150x error" Matt Hougan on why DeFi is being rerated and why the phase shift happening in these assets is just getting started "You are now lending tokenized stocks on Morpho. That was not something we were talking about a year ago. It was a fantasy" "Rerate the market up 150x and rerate value capture from zero to something. That is why you are getting a phase shift in these assets" "People are realizing they need to adjust to the crypto takes the entire capital market phase. In which case DeFi is probably a lot bigger than it looks today"
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