Called $BTC bullish on Apr 10, 2025: $BTC rose 55% in 6 months.
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I help busy people cut through the noise in DeFi. Systems driven research without the hype or bs.
accuracy score 47.7 on HYPE over 9 HYPE calls · 149 days of data · not ranked: too few calls on the asset · v20r-multi-sparsepen-strong-ss12m-20261012, computed Nov 11, 2026 · Methodology →
Cite asCryptoQuant has tracked 9 directional calls on HYPE by @thedefiedge on X since Jan 2022: scored 47.7 on HYPE, not yet ranked (149 days of data) (as of Nov 11, 2026).
Other assets covered (17)
9 HYPE calls on record, a thin history.
Relative view by default: fewer than 30 HYPE calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @thedefiedge to submit corrections.
Called $BTC bullish on Apr 10, 2025: $BTC rose 55% in 6 months.
View call →Hover the chart to read the thesis of that period · click a day to pin it
Revenue and buybacks are one of the biggest token narratives of the next cycle. We've already seen the attention Hyperliquid, Pump. fun, and other protocols have attracted by connecting actual business revenue to their tokens. If a protocol is generating millions in fees, why shouldn't some of that value flow back to its tokenholders instead of relying on endless emissions? I expect more projects to move in this direction. One example is @katana, which is making some pretty significant changes to how $KAT works. The biggest one is a shift toward revenue-funded buybacks. • Katana has acquired three pieces of its DeFi infrastructure: • Katana Swap (Sushi deployment) for spot trading • Katana Perps (IDEX) for leveraged trading • Vault Bridge for earning yield on bridged assets Add sequencer fees, and that's four revenue streams feeding into the ecosystem. Those fees help fund automatic $KAT buybacks, and 100% of the bought-back tokens go to avKAT stakers The old voting and locking system is also being phased out. You simply stake $KAT, rewards compound automatically, and the unstaking cooldown drops from 45 days to 7. Of course, buybacks alone don't make a token a good investment. The real question is how much revenue these products can generate and how consistently that translates into buybacks. But I do think the direction is worth watching. The next cycle might put more weight on what protocols actually earn, and how much of it reaches tokenholders.
View original →Which protocols paid holders the most since 2021? 4 different ones held #1, then @HyperliquidX took it in July 2025 and pulled away. It has paid holders $1.39B, more than @aeroxyz and @Pumpfun combined. In an era of bs, I feel safest holding tokens that make money & pay me. https://t.co/wg8IfVzB9X
View original →Past 48 hours: • Druckenmiller's 1st tweet is backing Hyperliquid perps for the US • Binance hacked for $6.3B • FBI & secret service joins the hunt • $1.5B liquidated • Strategy's CFO resigns • 500b wiped from Google stock Damn.
View original →Everyone's scared right now. That's usually when the next cycle's biggest winners are sitting there cheap. By the time ppl start shilling again, most of the move is already gone. Here are the 5 narratives I'm watching before the markets pump: 1. AI Inference Every time someone uses Claude or an AI agent, somebody pays for the computing power behind it. That's inference. As agents do more work on their own, that bill keeps getting bigger. Some crypto projects already let people buy or access that compute through their tokens. I'd check two things. Are there real paying customers? And does that demand actually flow back to the token? • $VVV $ORBIO 2. Proof of Useful Work / AI Compute Bitcoin miners burn a huge amount of computing power just to secure the network. Pearl and Nockchain are betting the same kind of hardware can do useful work (AI models, ZK proofs) and still earn rewards. Bittensor goes broader and pays people for useful AI contributions. The catch is that a network can have thousands of GPUs running with nobody actually paying to use them. So the number I care about is revenue from real customers vs rewards paid by printing new tokens. • $PEARL $NOCK $TAO 3. Privacy Right now anyone can look up a wallet and see the savings in it and every payment it's ever made. Businesses and AI agents aren't gonna move serious money on rails like that. Zcash and Monero already do private payments. Newer projects are building private apps and smart contracts. The obvious risk is regulators. Honestly, I don't have a clean answer to that one. So I'd trust usage over headlines. That means growth in private transactions and apps that really need privacy to work. • $ZEC $XMR $NIGHT 4. Quantum Resistance Quantum computers may one day break the cryptography that protects most crypto wallets. And you can't upgrade a whole blockchain overnight. The interesting part is that networks are already taking different routes. NEAR added quantum-safe signatures (ML-DSA) to mainnet in July. Starknet is aiming to be fully quantum resistant by 2027. Quantus launched in September with quantum-resistant signatures from day one. I'm honestly not sure on timing here. So I'd only care which upgrades are actually live, and whether any of it creates demand for the token. • $QTC $NEAR $STRK 5. Revenue & Buybacks The part most people still skip is doing the math after dilution. Say a project buys back $10M while unlocking $50M in new tokens. It's still putting more on the market than it's taking off. So I'd look at how much revenue actually reaches the token after unlocks and emissions. • $HYPE $UNI $PUMP I wouldn't buy all five today. I'd build a watchlist with 2 or 3 projects per sector and check those numbers once a month. The setup I want is the number getting better while the price hasn't caught up yet. That gap is usually widest when everyone's scared... like right now. The narrative gets a coin on your watchlist. The numbers tell you when to buy. Which of these five do you think the market is still sleeping on?
View original →Hyperliquid's letter to the SEC leaves the door open. I put it in my top 7 reads this week, next to Robinhood Chain's 99% fee crash and a checklist for the next runner:
Could US users get a HYPE airdrop? Hyperliquid's letter to the SEC leaves the door open. I put it in my top 7 reads this week, next to Robinhood Chain's 99% fee crash and a checklist for the next runner:
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