PURR stands to benefit as Hyperliquid keeps growing at an astronomical pace. Hyperliquid's revenue reportedly doubled over the last 30 days to $863.64 million. x.com 

Hyperliquid Strategies looks set for a huge repricing as HYPE appears ready for a breakout to $100 or more. The company has $1.4B of unrealized gains on its HYPE holdings and keeps costs low, with three full-time employees and a small office, per David Schamis. Stanley Druckenmiller is in, and management came through last month's dump intact. x.com 

Hyperliquid Strategies is an accretive, well-executed way to own HYPE for investors who aren't on-chain. Its share issuance isn't cashed out but added to the balance sheet as HYPE, and it has zero debt and over $1 billion in assets. Strategy issued heavily yet rose 42x from its 2022 low to its 2025 high, and from low to high Hyperliquid Strategies has actually outperformed HYPE itself. x.com  x.com  x.com 

Hyperliquid Strategies has a catalyst in the five-year exemption for tokenized stock trading, and crypto is very strong across the board. If the lows hold, the crypto bottom looks to be in. x.com 

Hyperliquid's growing perp share feeds fees into HYPE buybacks even as the market shrinks. Its share among the top 12 perp DEXs rose from 25% in January to 43% in September, below August's 47% peak. Its trailing buyback yield is 3.52% versus 1.51% for the S&P 500, but depends on trading volume and shrinks on fully diluted supply as tokens unlock. Watcher Guru reported plans by the NYSE owner to bring HYPE perps to regulated US markets; $100 remains the chart target. x.com  x.com  x.com  x.com  x.com  … Show more

Hyperliquid Strategies is ready to rally once pressure from the rising US dollar eases. x.com 

Hyperliquid Strategies is the way to play Hyperliquid, which lets traders buy huge IPOs such as SpaceX, and likely OpenAI later this year, before they list publicly. Its run should continue into the SpaceX IPO. Like Strategy and BitMine, it is a treasury stock and a higher-beta version of the Hyperliquid token rather than a simple tracker. x.com  x.com 

Hyperliquid is taking share as infrastructure underpinning financial markets, supporting a long view on HYPE. Stan Druckenmiller said trade(xyz) is partnering with ICE to bring 24/7 perpetual futures on Hyperliquid to the US; that is welcome progress. x.com 

All HYPE bears have been liquidated while sidelined bulls remain, leaving Hyperliquid's token headed higher. Everyone called it the most crowded trade. An attached chart pairs the move with trade[XYZ]'s announcement that it and ICE are bringing 24/7 perpetual futures on Hyperliquid to the US. x.com 

Hyperliquid is attractive because live protocols with oracle and liquidation risk can charge for ongoing risk management, giving them a potential moat. Easily copied protocols may see margins competed away. Crypto revenue continues to rise while total market cap is down nearly 40%, making good revenue-backed coins a generational long-term opportunity. Not every protocol has a moat. x.com  x.com  x.com