Fundamental Labs
Tracking
$BTC+1.39%$78,591.00$SOL+0.87%$86.85$HYPE+2.62%$42.43$MSTR-0.84%$171.02$BTC+1.39%$78,591.00$SOL+0.87%$86.85$HYPE+2.62%$42.43$MSTR-0.84%$171.02

The street's best takes on crypto — without the timeline.

A curated feed of what serious analysts are saying about specific tokens, equities, and private companies. Updated continuously.

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  1. $HYPE12
  2. $SOL3
  3. $CARDS3
  4. $AAVE3
  5. $JUP2

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2 takes

All takes are our summaries. Tap View on Xfor the analyst's original words.

ZJ
ZJ@zhengjielimm·9d

Hyperliquid Strategies ($PURR)

ZJ argues PURR is structurally different from other digital asset treasuries because Hyperliquid generated $857M in 2025 fees with $837M flowing to buyback-and-burn, creating a deflationary token dynamic (~19M bought back annually versus ~7M emitted), while carrying zero debt and zero preferreds unlike Strategy. Base case values PURR at $10.59 by 2030 (+63% over 5 years) on $76 HYPE at 20x P/E and 1.1x NAV; bull case reaches $20.84 (+220%) at $127 HYPE and 1.3x NAV.

$HYPE$PURRValuationTreasury
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Tindorr
Tindorr@0xTindorr·13d

STRC: The Biggest Catalyst We Have for DeFi Revival

DeFi yields are in survival mode — Aave stables 2%, Ethena/Sky under 4%, Pendle PTs can't clear 6%. STRC (Strategy's perpetual preferred, 11.5% monthly dividend, backed by 767K+ BTC) breaks the ceiling. Three protocols bring it onchain: Apyx Finance ($121M supply; apxUSD/apyUSD), Saturn Credit ($44.6M TVL in under a month; USDat/sUSDat), Buck ($2.2M). Flywheel: deposits → protocols buy STRC → Strategy issues shares → buys BTC → attention flows back to DeFi. This is the catalyst that brings liquidity back onchain.

$BTC$MSTR$STRCPitchDeFi
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