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The gap between $HYPE token price and @HyperliquidX platform revenue is at its widest level ever, indicating that markets now price it as a growth asset versus a value asset.
30D annualized revenue is down -34% while price up +40% since February.
The market stopped pricing current fees and started pricing TAM. Only 7 of Hyperliquid's top 30 markets are crypto. The rest: oil, gold, silver, SPX.
The revenue dip is crypto-cyclical while the market is pricing something else entirely.

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