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post rich@0xpostrich
Curated by Fundamental Labs · posted 26d
How $HYPE Hits $150+
Post Rich argues $HYPE reaches $150+ by fixing its structural valuation discount from 38.89% unscheduled future emissions. The Assistance Fund's December 2025 burn of 37.5M tokens ($940M value) proved it wasn't an insurance fund, and $HYPE's 65% rally since ($27.50 to $45.06) shows the market rewards supply clarity. Under conservative 15% CAGR buyback assumptions plus $157M annual yield from Coinbase's $5B USDC deal, $HYPE's marketcap could boom once governance cuts phantom supply and replaces it with predictable mint inflation tied to actual needs.
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