David Schamis: HYPE Is The Best Asset In The World (Bull Thesis)

David Schamis breaks down how Hyperliquid Strategies 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.

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