David Schamis: HYPE Is The Best Asset In The World (Bull Thesis)
About this episode
David Schamis discusses the implications of HYPE's market position and the evolving landscape of IPOs.
David Schamis breaks down why PERE now holds over 10% of HYPE's circulating supply, why the Coinbase and Circle deal added $200M in annual buybacks that the market didn't price in for a full day, and why Hyperliquid's price discovery on Cerebus and SpaceX may make investment bankers irrelevant to the IPO process. David Schamis is CEO of Hyperliquid Strategies, a publicly traded company and one of the largest corporate holders of HYPE. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world. Timestamps 00:00 PERE Major Update Announced 01:03 Not Michael Saylor Mindset 05:38 ATM Equity Line Explained 08:00 Right Move Is Nothing 11:19 Coinbase Circle Deal Impact 14:16 $200M More Buybacks 16:02 He Checks HYPE Constantly 17:32 Cerebus IPO Predicted Perfectly 18:34 SpaceX Price Discovery 22:13 Anthropic OpenAI IPOs Coming 25:22 IPO Discount Is Toll 31:12 PERE Beat All ETFs Guest Socials: David Schamis X: https://x.com/dschamis Hyperliquid Strategies X: https://x.com/HypeStrat Hyperliquid Strategies Website: https://www.hypestrat.xyz/ Partners: Better than Banks. Transparent capital efficiency earning the highest yields in…
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