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Opinion: CXMT will likely open high, surge, and then retreat, making its first trading day the all-time high price.
Jiang Zhuo'er posted on X platform: "CXMT will likely open high, surge, and then retreat, making its first trading day the all-time high price. To buy CXMT in A-shares, have funds ready on Hyperliquid. The perfect playbook is to buy in A-shares at the open, sell on Hype during the midday surge, then sell A-shares and buy back on Hype the next day to square the position."
Hype
Hyperliquid
Opinion
1confirmation Founder: The Crypto Industry Needs to Fuse "Faith Builders" with "Hype Speculators"
According to Odaily, 1confirmation founder Nick Tomaino recently discussed the marketing challenges faced by long-termists in the crypto industry. He argues that true builders need to understand and attract Degen users while maintaining authenticity, rather than criticizing speculative culture from a high horse. He has been trying to solve this problem for the past 15 years, often with little success. He admits that users holding different asset positions might perceive him as condescending, but he himself engaged heavily in speculation and suffered losses in his youth, so he does not look down on the Degen crowd.Nick Tomaino believes that many truly predatory participants in the crypto industry are precisely those who look down on Degens, making it easier for them to arbitrage these users. He suggests that current crypto market participants can be divided into two main camps:The first group: True believers, represented by the leadership of Ethereum and Coinbase. These teams have weathered multiple market cycles, continuously building new products and infrastructure. They do not chase short-term traffic or capital, but focus more on long-term value.However, the problem with this camp is that it can sometimes be too idealistic, failing to fully participate in high-heat scenarios like Memecoin trading or perpetual contracts, thus showing relative weakness in marketing and user acquisition.The second group: Hype men, including some altcoin project teams, executives, and KOLs. This group excels at generating attention, attracting Degen users, and capturing market hotspots.Tomaino believes that some participants in this group are more focused on short-term capital and traffic, lacking genuine innovation. They merely package themselves with industry narratives without actually practicing long-term value creation. Hype men are better at capturing attention and trading demand, while the faithful have stronger authenticity and long-term credibility—but both have shortcomings. Ultimately, these two cultures will converge. The key lies in whether long-term builders can better understand and attract Degen users, and whether traffic drivers can shift from short-term hype to creating genuine long-term value. The future direction of the crypto industry will depend on which side can influence the other—whether long-termists can steer more speculative users toward construction, or whether hype players can gradually transition to a healthier, more positive-sum ecosystem.
Coinbase
Ethereum
Fuse
Fuse
Hype
Kollect
Critini Analyst: South Korea's AI Industry Hype Overestimated, Needs to Learn from China's Talent Strategy to Avoid Technology Dependency
It argues that the market hype surrounding South Korean artificial intelligence startups and university research is significantly overestimated, with a significant gap in overall competitiveness compared to China. It suggests that South Korea learn from China's talent introduction pathway, launch a mechanism similar to the "Thousand Talents Plan" to attract overseas Korean talent to return, and actively recruit top international artificial intelligence talent; otherwise, South Korea may gradually become a nation dependent on artificial intelligence technology.
Hype
Strategy
Santiment: Tokenized Stock Hype Could Propel Solana to Lead the Crypto Market
Santiment suggests the hype around tokenized stocks could propel Solana to lead the crypto market.
Hype
Market
Santiment
Solana
21Shares Co-founder: Tokenization Hype Outpaces Wall Street's Actual Readiness
Ophelia Snyder, co-founder of 21Shares, stated that although tokenization can address practical issues such as settlement efficiency and asset liquidity, there remains a significant cognitive gap between the crypto industry and traditional financial institutions regarding this topic.She pointed out that the greater challenge currently lies in integrating blockchain assets with the existing systems of banks, brokerages, and asset management companies. Market discussions often overlook the operational环节 between trade execution and final settlement. While the blockchain industry has made progress in transaction throughput, it still falls short of meeting the demands of traditional financial institutions in areas such as bookkeeping, compliance processes, regulatory reporting, and risk management for 24/7 trading.Ophelia Snyder also noted that most financial institutions rely on third-party software vendors that have yet to fully adapt their systems for blockchain-native transactions. She believes the biggest bottleneck the industry currently faces is achieving large-scale adoption, rather than the functionality itself. (CoinDesk)
21Shares
CoinDesk
Hype
Market
Street
ARK Invest: Opportunities Lie in the Crypto Market's "Graveyard," High-Quality Assets Being Overlooked
Odaily, ARK Invest Director of Digital Asset Research Lorenzo Valente posted on X, stating that the crypto space now has a "graveyard" that no one wants to walk into, but it is filled with overlooked, high-quality protocols. Their token prices have fallen 70%, 80%, or even 90% from all-time highs, yet they still generate fees, continue to grow, and maintain leadership in their respective fields — they just lack attention. He gave examples:Aave: P/E ratio of only 9xSolana: P/E ratio of 12x, holding $6 billion in free cash flowEthereum: P/E ratio of 17x, yet treated as a "has-been asset"Uniswap: EBITDA of 8x, chain influence covering approximately 2 billion usersAvalanche (AVAX): Trading below the liquidation value of its own treasuryValente noted that many protocols were venture capital favorites in 2021 but are now market orphans. Compared to chasing the currently trendy Hype and Near, greater opportunities lie in finding value among assets that have fallen into "rubble territory." He emphasized: "You don't get rich by buying the assets everyone loves; you get rich by buying assets that are temporarily out of favor but have solid fundamentals."
Aave
Ark
Ark
Avalanche
Digital Asset
Digital Asset Research
Opinion: The Bitcoin Treasury Sector is Filled with “Hype Companies”
the market for Bitcoin treasury companies is becoming increasingly polarized. On one side are firms with genuine financial strategies, and on the other are companies that rely more heavily on publicity and hype.Sean Bill, co-founder of BSTR (alongside Adam Back), stated: “Many of these companies lack an appropriate capital structure and the actual capability to deploy Bitcoin. They primarily depend on Bitcoin's own performance to attract investment.” Sean Bill described such firms as “carnival barkers,” noting that this strategy might work if companies can easily obtain leverage at a low cost. Otherwise, companies must add value through other means, or investors will choose simpler products like ETFs instead.According to data from BitcoinTreasuries, there are currently 198 publicly listed companies holding approximately 1.25 million BTC. Michael Saylor's Strategy holds the largest amount, with 843,738 BTC. Meanwhile, the Bitcoin treasury company Nakamoto (NAKA) has seen its stock price decline approximately 67% year-to-date, with a cumulative drop of over 99% from its peak of $34 per share in May 2025. After hitting a low of $0.16 in April, the company implemented a reverse stock split last week. Nasdaq warned the company in December 2025 that it faced potential delisting risk due to its stock price trading below $1 for 30 consecutive days (per SEC filings). (Cointelegraph)
BigStrategy Inc.
Bitcoin
Cointelegraph
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NAKA
Analysis: Pre-IPO Hype Spills Over into Prediction Markets, Pre-IPO Trading Becomes a New Trend
as anticipation builds for several potential major IPOs, "prediction market trading" centered around high-profile pre-IPO companies is rapidly heating up, with users betting on pre-IPO performance through prediction contracts.Platforms like Polymarket and Kalshi have become primary channels, allowing users to engage in "yes/no" contract trading on key metrics such as valuation ranges and listing timelines. Prices are quoted in cents, settling at $1 if the outcome is correct.Given that ordinary investors cannot directly participate in equity investments in popular private companies like SpaceX and OpenAI before their IPOs, prediction markets are converting related expectations into tradeable, event-driven assets.Analysts believe that as the window for potential "mega IPOs" approaches, prediction markets are leveraging public sentiment and capital attention to turn IPO narratives into short-term volatility opportunities on both on-chain and compliant trading platforms, further expanding their influence in financial speculation and information pricing. (The Information)
Hype
Kalshi
Polymarket
Trend
a16z May Have Become the Largest External Holder of HYPE, with Cumulative Positions Exceeding $356 Million
According to on-chain analyst Ai Aunt (@ai_9684xtpa), a16z (@a16zcrypto) may have become the sixth-largest HYPE holder—and the largest external holder, assuming the top five holders are all entities within Hype’s own ecosystem. Data shows that a16z initiated large-scale accumulation of HYPE in August 2025, acquiring a total of 9.18 million HYPE tokens (approximately $356 million) at an average purchase price of $38.77 per token. After deducting amounts transferred to exchanges and market makers, a16z still holds 8.844 million HYPE tokens, distributed across dozens of addresses. Within just the past 11 hours, a16z added another 206,000 HYPE tokens (approximately $9.95 million) to its holdings. Since April 16, it has accumulated 2.35 million HYPE tokens (approximately $102 million); and since 2026, it has accumulated 4.92 million HYPE tokens (approximately $183 million). At current prices, its unrealized profit per token stands at $79.29 million.
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Hyperliquid