Every thesis Stock Moe has voiced on HYPE — 48 in all, newest first, with the arguments and risks behind each. Reads as the evolution of their view: the bottom is where they started, the top is where they landed.
The host notes that Hyperliquid has suffered substantial selling and is at support. He waits to see whether it can rebound without clearly endorsing a directional forecast.
Key arguments
The asset has been heavily sold.
It is at a support level.
Risks acknowledged
A rebound has not been established.
MixedXRP HYPE 🚨 IT IS HAPPENING TODAY ‼️Nov 3, 2026
The host expects HYPE to retest $90 after recovering above its 13 EMA following a bounce from the 50 EMA. He anticipates higher highs if resistance breaks, but warns of a significant decline if the specified candles close below $84 and includes HYPE in his extreme-fear buying opportunity.
Key arguments
HYPE bounced from its 50 EMA and moved back above its 13 EMA.
A confirmed resistance breakout would support new higher highs.
Extreme fear creates a buying opportunity in the host's view.
Risks acknowledged
Closing below $84 under the stated candle condition would signal significant downside.
The technical pattern is not guaranteed.
A breakout requires confirmation from a finishing candle.
Moe notes Hyperliquid's relative resilience and reviews its completed pullback to the 13-period EMA near $83. His cited downside forecast has already played out, and he supplies no distinct forward investment call on HYPE.
Key arguments
Hyperliquid held up relatively well over the preceding week.
The token retested its 13-period EMA after twice exceeding the Bollinger band.
He treats the completed pullback as a normal technical development.
Risks acknowledged
He is unhappy about the pullback.
Weakness in Bitcoin could worsen the broader crypto backdrop.
MixedXRP HYPE 🚨 I AM FINISHED (Bitcoin Ethereum)Nov 1, 2026
Moe sees HYPE holding up well after rallying near all-time highs, but expects a short-term pullback to the 13 EMA near 8375 before a possible renewed rally this week.
Key arguments
HYPE rallied from roughly 7475 to near all-time highs around 97, almost breaking the prior high
Price is testing 5 EMA support near 8658 after breaking the Bollinger Band twice
13 and 5 EMA crossing above the 50 EMA is viewed as a strong bullish technical signal historically
Risks acknowledged
Acknowledges support around 8744 could hold rather than fail
The host remains constructive about Hyperliquid's business and relative resilience, but expects its token to pull back from approximately $87 toward $83. He interprets the 13 EMA as prospective support after the recent rally.
Key arguments
HYPE held its earlier support zone and rallied after reclaiming the 13 EMA.
A topping formation suggests a near-term pullback.
The host values the project's perpetuals business and revenue generation.
The 13 EMA crossing above the 50 EMA supports the broader constructive technical view.
Risks acknowledged
The token is retreating from its recent highs.
Strong relative performance does not prevent a short-term retest of support.
The host likes Hyperliquid's revenue-generating business but considers its price technically vulnerable. A loss of approximately $73 support would point toward the $50s, while confirmation above the five-period average would revive his forecast for new highs.
Key arguments
The previously identified $76–$77 support area has held so far.
Repeated rejection at the five-period average signals weakness.
He would avoid waiting through a breakdown and would consider reentering on confirmation above $77.
The project's revenue generation supports his favorable fundamental assessment.
Risks acknowledged
Support has not yet failed.
A confirmed move above the five-period average could lead to $93 and potentially above the $97–$98 area.
A more restrictive Federal Reserve could pressure risk assets despite the project's fundamentals.
The host includes Hyperliquid in his bullish recovery stance and likes its protocol revenue flowing to token holders. He balances that enthusiasm with a substantial supply overhang and a much less attractive fully diluted valuation.
Key arguments
Protocol revenue is described as accruing entirely to token holders.
The host cites annualized revenue of approximately $671 million.
He considers business-style valuation possible for Hyperliquid.
He watches $90 as a recovery level, without clearly committing to it as a forecast.
Risks acknowledged
Most of the supply has not yet reached the market.
The fully diluted revenue multiple is approximately 113 times rather than the circulating-cap multiple of 26 times.
Supply growth could exceed demand.
Hyperliquid shares correlated market risk with the other cryptocurrencies.
The host expects Hyperliquid to rally toward 87.88 within two weeks if it clears its 50 EMA. He also predicts new all-time highs if it breaks the separately stated 87.49 resistance level.
Key arguments
The recent rebound supports his earlier bottoming thesis.
A potential engulfing candle covering the prior three candles signals improving momentum.
Clearing the 50 EMA could trigger a rapid rally.
Breaking overhead resistance could lead to new all-time highs.
Risks acknowledged
The rebound has not fully confirmed.
The Bollinger-band midline near 80.86 is major resistance.
The 50 EMA near 81.65 is major resistance.
The host expects another resistance encounter near the upper target area.
The host holds substantial HYPE exposure and views $76–77 as a buying area supported by demand. He expects a retest of $79–80 during the week, followed by $81.70 if that resistance is reclaimed.
Key arguments
The prior candle recovered from below $75 to roughly $76.
The $76–77 area should provide substantial support.
Reclaiming the 13-period average could open a move to $81.70.
Risks acknowledged
The chart lacks a clear W formation.
A confirmed break below $75 would prompt a partial exit.
The host likes Hyperliquid's revenue generation but sees substantial technical risk around the $75–$77 support zone. A confirmed close below $75 could prompt him to reconsider his position or realize a loss, without specifying a downside price target.
Key arguments
The $75–$77 area is described as an extreme caution zone.
A confirmed break below $75 is the host's decision threshold.
Inflation, rates and broader derisking are pressuring crypto.
Hyperliquid's revenue stream remains a positive fundamental attribute.
Risks acknowledged
An intraday move below $75 does not constitute confirmation.
The host considers Hyperliquid a strong project.
Improved market conditions could eventually draw investors back into crypto.
MixedURGENT XRP HYPE QQQ 🚨 IT JUST CHANGED ‼️Oct 22, 2026
The host praises Hyperliquid's utility and revenue generation but sees a deteriorating price chart. Failure to reclaim the Bollinger-band midline could extend the decline, and a move near 74 would prompt him to consider protecting his position.
Key arguments
Trading below the Bollinger-band midline signals weakening momentum.
Early buyers may sell if the 76–77 area fails.
A move below the recent low near 75 would change the host's assessment.
Risks acknowledged
The host describes strong utility, perpetuals activity and revenue.
He wants HYPE to recover and is considering buying more, but remains undecided.
The host sees improving Hyperliquid fundamentals through buybacks, record open interest and institutional integrations, but fears its deteriorating price chart. He identifies $76 as critical support and describes a conditional decline toward $52 if it fails.
Key arguments
Buybacks and record open interest support the fundamental bull case.
Bloomberg visibility and Coinbase involvement indicate expanding institutional integration.
The token remains substantially below its all-time high.
A recovery above $80 would improve the host's confidence.
$76 is the host's key support threshold.
Risks acknowledged
Token unlocks continue through 2028.
Large leverage liquidations demonstrate market fragility.
Strong fundamentals have not prevented technical deterioration.
The host acknowledges fear and emotional discomfort around current levels.
The host explicitly endorses shorting as the appropriate interpretation of HYPE's deteriorating chart and macroeconomic backdrop. He also identifies $76 as a support threshold whose confirmed loss could prompt partial de-risking.
Key arguments
The five- and 13-period moving averages are turning downward.
The host endorses a bearish short-trading stance based on the chart.
Rising inflation and a potentially more aggressive Federal Reserve strengthen his bearish interpretation.
A confirmed break below $76 could trigger reduced exposure.
Risks acknowledged
De-risking would be partial rather than a complete exit.
The host could move in and out as conditions change.
$76 is a risk threshold rather than an explicit downside target.
The host describes HYPE as technically bearish below its moving averages but intends to add around $77 and expects a recovery. He warns that a rebound forming a right shoulder followed by a breakdown could trigger a sharp decline.
Key arguments
Price has confirmed below the 50-period EMA.
Small green candles following large red candles suggest continued bearish pressure.
The host views approximately $77 as an attractive area to add.
He sees potential for another upward move after consolidation.
Risks acknowledged
A developing head-and-shoulders pattern could lead to a crash.
Reclaiming the 13- and 50-period EMAs is needed to improve the technical picture.
He describes buying as rolling the dice and plans stop losses.
The host likes Hyperliquid's revenue-generating business and owns its token, but describes its current technical setup as bearish. He sees room for a modest rebound while warning that a closing break below $80.92 would expose $76–$77.
Key arguments
HYPE is below moving averages the host wants it to reclaim.
The host identifies the 50-period EMA near $83.59 as an important recovery level.
He praises the project's revenue and earning capacity.
He identifies $80.92 as the closing support threshold for further downside.
Risks acknowledged
The host believes a roughly $1.20 upward move is possible that day.
His downside forecast requires a confirmed support break.
His positive view of the project coexists with a bearish technical assessment.
The host remains interested in holding and potentially averaging into HYPE despite its technical deterioration. He wants a recovery to approximately $87 to restore confidence, while acknowledging that further selling remains possible.
Key arguments
He would probably dollar-cost average if the selloff continues.
Reclaiming the 50-period EMA and approximately $87 would improve his assessment.
He includes HYPE among the assets suited to his personal risk-reward preferences.
Risks acknowledged
HYPE closed below its 50-period EMA for the first time in roughly two months.
Further selling could require reassessing support levels.
His possible additional purchases are tentative rather than a clear forecast of investment returns.
MixedXRP HYPERLIQUID 🚨 IT IS HAPPENING!Oct 12, 2026
HYPE is testing its 50-day exponential moving average near $83, which the host sees as a pivotal support level. A confirming green candle could start a recovery, while a close below approximately $82.66 could send the token back into the $70s.
Key arguments
HYPE has tested its 50 EMA repeatedly over three days.
A green candle above preceding candles and shorter moving averages would provide bullish confirmation.
The host identifies approximately $82.66 as a downside closing threshold.
Risks acknowledged
A close below the identified threshold could lead to another decline into the $70s.
The host says the outcome remains uncertain and will wait for confirmation.
The host expects HYPE to rebound toward $88 within three days and trade around $87–$90 this week after defending the 50 EMA. A confirmed break above a trend line near $94 would, in his view, lead to $100.
Key arguments
HYPE repeatedly recovered after dipping below the 50 EMA.
The price rebounded from approximately $82 toward $86.
The host expects a return toward or above the 13 EMA after the recent downward trend.
A trend-line break near $94 is identified as the trigger for further upside.
Risks acknowledged
The host says the $88 forecast might not occur.
The recent trend has involved downward pressure and lower lows.
The $100 forecast requires confirmation above resistance near $94.
The host favors Hyperliquid because its perpetual futures exchange generates trading revenue and channels a large share into token purchases. He views its strong historical performance and substantial trading activity as evidence of a real business.
Key arguments
The host reports a 228% year-to-date gain.
Trading fees fund purchases of HYPE.
Its on-chain order book offers a familiar trading experience.
A large Ethereum liquidation on the venue illustrates meaningful trading activity.
Risks acknowledged
Large liquidations involve traders losing money.
Federal Reserve policy can move crypto prices in either direction.
The host expects Hyperliquid to hold the $75–$78 support area and rebound over the next few weeks under normal market conditions. He also identifies failure below $75 as a bearish trigger.
Key arguments
The pullback follows a substantial rally and is interpreted as normal consolidation.
The 13 EMA is around $78, near horizontal support around $75.
Repeated prior trading near support supports the expected rebound.
Risks acknowledged
Another roughly 10% decline is possible before support is tested.
Losing the 13 EMA would make him nervous.
Global economic deterioration could invalidate the constructive setup.
The host continues holding HYPE after its rise from the $60–$70 region into the $90s. He repeats a tentative year-end upside expectation, but the captioned target conflicts with the surrounding price discussion.
Key arguments
He retains his position and continues monitoring the charts.
The token has recovered from the $80s into the $90s.
He references a recent price near $98.
Risks acknowledged
He explicitly doubts whether the year-end target will be reached.
Taking profits depends on each investor's circumstances.
The transcript says 'a buck' despite discussing prices near $92–$98, preventing reliable numerical target extraction.
The host remains enthusiastic about Hyperliquid, reaffirms his $100 year-end expectation and endorses his current large holding. He expects additional upside if fee revenue breaks its recent range or the platform gains US access, while retaining stop-loss discipline.
Key arguments
HYPE has delivered his strongest recent crypto returns.
Fees provide a tangible basis for valuation.
A fee breakout could drive another price advance.
US access could provide an additional catalyst.
Risks acknowledged
Fee revenue has remained between $55 million and $81 million per month for eight months.
Outside valuation scenarios include a severe $8 bear case.
He would exit according to his stop losses rather than hold through that downside.
The host expects HYPE to advance over the next two to four weeks and conditionally retest $97 after a strong daily green candle. He cites improving technical momentum and project revenue, but warns that a confirmed breakdown at $77 could lead toward $57.
Key arguments
Weekly prices remain above the five-period EMA.
The daily chart has reclaimed the 13-period EMA and shows an improving trend.
The host cites project revenue and continued development.
He expects positive crypto movement after the November elections.
Risks acknowledged
A close at $77 or below could invalidate the bullish setup.
A decline toward the 50-period EMA around $57 is possible.
Expected bullish movement is explicitly described as uncertain.
The stated 'a dollar' target is inconsistent with surrounding price references.
The host expects HYPE to run substantially higher and is adding to his position, emphasizing protocol fees and recurring token purchases. He sees potential for a much larger valuation and additional growth if US access to perpetuals expands, without adopting a precise analyst price target.
Key arguments
The protocol generated approximately $906 million in trailing twelve-month fees.
Recurring purchases amount to approximately $1.74 million of HYPE daily.
The host values HYPE using protocol income and fee generation.
Expanded US perpetuals access could increase revenue.
The host expects the buyer base to grow as awareness increases.
Risks acknowledged
The current external one-year fair-value estimate implies only approximately 19% upside.
An upcoming token unlock introduces a supply event to monitor.
Expanded US perpetuals access is uncertain.
The bullish case involves taking risk and depends partly on broader crypto-cycle timing.
The host expects a bullish breakout if HYPE confirms above 91.03 and sees substantial longer-term upside from revenue, token purchases, and potential US expansion. He continues buying while acknowledging competition and regulatory dependencies.
Key arguments
The host describes the recent pullback as consolidation with the 50 EMA holding.
Revenue supports purchases of HYPE and removal of tokens from circulation.
US market access could support substantial business growth.
A rise from approximately $20 billion to $100 billion in market capitalization would imply roughly five times the current price under his assumptions.
Risks acknowledged
A confirmed break below the 50 EMA would signal trouble.
The host expects HYPE to benefit from Hyperliquid's fee generation and expansion into markets beyond cryptocurrencies. He sees potential for its market capitalization to approach $80 billion over two to three years and continues buying while accounting for unlocks and competitive weaknesses.
Key arguments
The host sees potential for approximately fourfold market-capitalization growth from the cited $19 billion base.
He says Hyperliquid generates more annualized fees than Base, Ethereum, and Solana combined.
Builder markets broaden activity into equities, commodities, currencies, and other exposures.
Builders must stake HYPE to launch markets, supporting token demand.
The assistance fund buys and holds HYPE on-chain.
Possible US access would provide an additional catalyst.
Risks acknowledged
The upcoming contributor unlock represents potential supply pressure.
Unlocked, claimed, and sold tokens are distinct quantities.
The host cites a 23% perpetual-volume share rather than the older 60–70% figures.
The host views HYPE's decline as profit taking after a strong run and expects a recovery around the following week. Former resistance and the Bollinger Band midline form the support area he is watching, with a deeper decline possible if it fails.
Key arguments
The weekly pullback has reached the five-period moving average after price became extended above it.
He describes the broader trend as still rising.
Former resistance should now act as support.
The Bollinger Band midline and nearby support form a contested trading area.
Risks acknowledged
The chart shows a large red gap down and considerable selling.
The host remains bullish on Hyperliquid over the longer term and likes adding near the 13-period moving average. Near-term weakness and the risk of broader equity declines temper that conviction, with the five- and 50-period averages serving as conditional trend signals.
Key arguments
The host likes adding near the 13-period moving average.
Reclaiming the five-period average around $91.67 on a daily close would signal improving short-term conditions.
Losing the 50-period average around $80.99 would indicate a bearish trend.
Broader market weakness could lead the host to lock in gains.
Risks acknowledged
The chart has weakened around the five- and 13-period moving averages.
The host is concerned about the stock market outlook.
A confirmed support break could change his positioning.
The host expects HYPE's pullback to resolve into another advance toward $100 within roughly one to two weeks. Negative funding across the compared venues strengthens his view that short positioning could support a squeeze.
Key arguments
HYPE recently approached $100, reaching approximately $97–$98.
The host views the red weekly candle and moving average gap as a normal pause within an uptrend.
HYPE funding is negative across all three compared venues, meaning shorts pay longs.
Short covering could provide an additional upward catalyst.
The host continues adding Hyperliquid exposure because he views protocol revenue and token buybacks and burns as fundamental support. He sees further upside from intact technical trends and potential US access to perpetual trading, but acknowledges substantial downside and a willingness to exit.
Key arguments
He reports continuing to average into his position and adding during a large red candle because the trend structure remained intact.
He cites approximately $693 million in annualized protocol revenue.
He says 99% of fees fund HYPE purchases through the assistance fund and describes token burning.
He cites total value locked, perpetual trading volume, open interest, and recent fees as evidence of business activity.
He describes bullish moving-average alignment and support at the thirteen-period EMA.
Risks acknowledged
The position could lose half its value.
The investment fund carries relatively high costs.
Rising rates and bond yields could undermine the bullish thesis.
A bearish moving-average crossover or loss of support could prompt him to stop buying or exit.
The transcript does not consistently distinguish underlying-token prices, fund-share prices, and market-cap chart levels.
The host views Hyperliquid's lending launch, borrowing demand, and token burns as fundamental reasons for continued upside. He treats the recent pullback as consolidation and continues adding to his position, with an expectation that further gains will follow.
Key arguments
Native borrowing launched after the legislative setback, with the host reporting substantial first-day borrowing.
Multiple recent record highs and gains following the failed vote demonstrate strength independent of Congress.
Token burns support his positive assessment of the project.
He reports buying more than $20,000 on the recent red day and continuing to average into pullbacks.
Risks acknowledged
Investors taking profits after record highs can push the price down.
The RSI had become elevated, making a period of consolidation reasonable.
The host acknowledges that gains can retrace and asks that his buying be judged over a year.
The host reports buying $25,000 of Hyperliquid exposure on the decline and presents it as a long-term holding supported by platform growth and revenue. He expects a possible support test followed by renewed gains, while admitting that the previously discussed $100–$110 objective may take longer or fail to materialize.
Key arguments
The host is adding exposure on red days and describes the position as a long-term hold.
The token continues making higher highs despite weakness elsewhere.
Platform trading activity, open interest, and expansion into additional markets support his fundamental conviction.
Staking rewards in the discussed ETF can exceed its fee drag.
Risks acknowledged
A large recent weekly gain can give back part of its advance.
Loss of the 13 EMA at 88.83 would make the pullback less healthy.
The token could consolidate for an extended period.
The host explicitly says he does not know whether it will reach $100.
The host reiterates a $100–$110 near-term target and expects a subsequent pullback. His longer-term bullish thesis rests on protocol earnings, buybacks and burns, record platform activity and prospective regulated access for US traders.
Key arguments
Repeated all-time highs leave little trapped supply above the prevailing price.
The host says protocol revenue supports recurring HYPE purchases and token burns.
Record open interest and total value locked suggest strong platform activity.
The proposed regulated US route could expand access.
Institutional staking requirements could lock substantial token supply.
Risks acknowledged
RSI around 70 indicates the token is getting hot.
The host expects a pullback after reaching $100–$110.
He doubts the alternative near-term $110–$120 scenario.
Monthly token unlocks substantially exceed tokens retired by buybacks.
US approval is pending, and no contracts have listed.
The tokenized-stock exemption excludes perpetual futures.
Litigation could undermine the regulatory treatment of perpetual contracts.
Leverage and future political changes create material downside risks.
The host is heavily bullish on HYPE, citing that it absorbed a large token unlock and still hit a third all-time high in a week, alongside strong revenue leadership in crypto and large wallet accumulation. He describes it as a business he believes in and says he has been loading up on it via options.
Key arguments
HYPE absorbed a 9.92 million token unlock and still made a new all-time high the same day
Large wallets accumulated hundreds of thousands of HYPE tokens and money moved off exchanges
HYPE is described as the top revenue-generating project in crypto, with $429 million in revenue in a two-week window
New Bitcoin volatility perpetuals launched on the platform, expanding its product suite
Risks acknowledged
Open interest rose sharply during the squeeze, meaning new longs are leveraged and fragile
No launch day volume has been published yet for the new volatility product
Stock Moe is bullish on HYPE after it printed a new all-time high while absorbing a large token unlock, with whale accumulation and potential US regulatory approval seen as bullish catalysts. He expects a near-term breakout toward the $100-$110 range within the next few weeks.
Key arguments
HYPE absorbed a 9.92 million token unlock and still made a new all-time high the same day
Large wallets accumulated hundreds of thousands of HYPE tokens and moved coins off exchanges
An institution tied to a16z added roughly $13.05 million in HYPE
Potential SEC/CFTC approval for perpetuals could allow Hyperliquid to operate fully in the US within 6-18 months
Risks acknowledged
Daily RSI at 80.9 signals overbought conditions
Manipulation risk flagged by two major US derivatives exchanges remains unresolved
Regulatory actions from SEC/CFTC are reversible if administrations change
Stock Moe is heavily bullish on HYPE, citing a new all-time high made despite a large token unlock, institutional and whale accumulation, and strong on-chain revenue from native lending. He believes further US regulatory acceptance of perpetual trading could significantly grow HYPE's market cap over the next 1-3 years.
Key arguments
Absorbed a 9.92 million token unlock and still made a new all-time high
Large wallets and an a16z-linked institution accumulating tens of millions of dollars worth of HYPE
Native lending went live with $269 million borrowed on day one and $696 million annualized revenue
Moved past Dogecoin into the top 10 crypto assets by market cap
Risks acknowledged
Reversals are real and could go the other way
US regulatory approval for perpetual trading is not guaranteed
The host is heavily bullish on HYPE after it printed a new all-time high while absorbing a large token unlock, and he added roughly $25,000 to the BHYPE ETF this week. He believes whale accumulation and exchange outflows signal further upside, though he flags an extremely overbought RSI reading as a risk.
Key arguments
HYPE hit a new all-time high the same day a 9.92 million token unlock occurred, absorbing supply and still rising
Large wallets accumulated hundreds of thousands of HYPE tokens and moved coins off exchanges, reducing available supply
Technical structure shows higher highs and higher lows with rising moving averages acting as support
Potential path to being available to US investors within 6 to 18 months
Risks acknowledged
Daily RSI at 80.9 is the most overbought reading he has shown on the channel
A daily close below $68.85 would end the bull case
This is the third test of the $87 resistance level, which could fail and trigger a quick pullback
Stock Moe is bullish on Hyperliquid (HYPE), citing a strong post-unlock rally and expecting a push to the $90 level in the very near term. He frames it as a business he wants to own ahead of potential US perpetuals approval.
Key arguments
HYPE absorbed a large token unlock and still made new highs, which he sees as bullish supply absorption.
He believes US approval of perpetuals trading (expected in 6-18 months) could be a major catalyst.
He describes HYPE as 'buying a business' rather than just a token.
Risks acknowledged
He notes the coin is 'a little hot' after gapping above short-term moving averages, which he normally avoids buying into.
The host is actively buying HYPE, pointing to a new all-time high, whale accumulation, and absorbed token supply as bullish signals. He acknowledges HYPE lacks any US regulatory classification (unlike XRP) and flags an extremely overbought RSI reading as a real risk.
Key arguments
HYPE absorbed a 9.92 million token unlock and still made a new all-time high the same day
Multiple large wallets moved tens of millions of dollars of HYPE off exchanges, reducing sellable supply
5, 10 and 20 day moving averages cluster just below price, acting as a support floor
Risks acknowledged
Daily RSI at 80.9 is the most overbought reading the host has seen
HYPE has no official US regulatory classification and is not part of the 16-token digital commodity list, unlike XRP
US regulatory approval for decentralized perpetuals could take 6 to 18 months and is not guaranteed
Moe is strongly bullish on HYPE, highlighting that it absorbed a large token unlock while printing a new all-time high even as Bitcoin was down, and points to large wallet accumulation and exchange outflows as evidence of reduced sell pressure. He says he continues to add to his own position.
Key arguments
Absorbed a 9.92 million token unlock on September 6 and still made a new all-time high
Large wallets accumulating (343,000 HYPE, ~$29M; 174,800 HYPE off Bybit, ~$14.96M; a16z-linked institution adding ~$13.05M)
Strong fundamentals cited: 7.2 billion open interest and 699 million annualized revenue
Prior token unlocks were absorbed without much drama
Risks acknowledged
Daily RSI at 80.9, the most overbought reading he's shown
Two Robin Hood engineers charged with front-running via Hyperliquid perpetuals (DOJ case)
The host is bullish on HYPE, pointing to a new all-time high made on the same day as a large 9.92 million token unlock, which he views as the most bullish signal discussed in the video. He also highlights notable whale and institutional accumulation as evidence of reduced sell pressure, while flagging an extremely overbought RSI reading as a risk to watch.
Key arguments
HYPE absorbed a 9.92 million token unlock on September 6 and still printed a new all-time high the same day
Multiple large wallets accumulated HYPE (343,000 tokens, ~$29M; 174,800 tokens, ~$14.96M off Bybit) and an a16z-linked institution added ~$13.05M
Coins moving off exchanges are viewed as harder to sell, reinforcing the supply/demand bullish case
Risks acknowledged
Daily RSI at 80.9 is described as the most overbought reading shown on the channel
A daily close below $68.85 would end the bull case, according to the host
HYPE just printed a fresh all-time high while absorbing a huge token unlock, which the host calls the most bullish signal in the video, and he is holding through a pullback while watching key support and an extremely overbought RSI.
Key arguments
There was a 9.92 million token unlock on September 6 and HYPE made a new record on that same day, absorbing the supply and going up anyway.
Large wallets have been accumulating HYPE and pulling it off exchanges: 343,000 HYPE (~$29M), 174,800 HYPE (~$14.96M) off Bybit, and ~$13.05M tied to an a16z institution.
HYPE hit $89.54 on September 6 and is up roughly 93% over the past year even as bitcoin has been down.
Risks acknowledged
The daily RSI is at 80.9, the most overbought reading the host has flagged.
HYPE is down 6% today and 14.6% off its all-time high, with a daily close below $68.85 said to end the bull case.
BullishXRP HYPE 🚨 IT IS HAPPENING TODAY ‼️ CLARITY ACT CLOTURE VOTESep 15, 2026
Stock Moe is bullish on HYPE after it printed a new all-time high of $89.54 despite absorbing a large token unlock, pointing to heavy accumulation by large wallets as proof of demand. He flags an overbought RSI reading and a key downside level as the main risks to watch.
Key arguments
HYPE absorbed a 9.92 million token unlock on September 6 and still made a new all-time high the same day
Multiple large wallets accumulated hundreds of thousands of HYPE tokens, including an institution tied to a16z
The 5, 10 and 20 day moving averages cluster between $85 and $88, providing a support floor under the price
Risks acknowledged
Daily RSI at 80.9 is the most overbought reading he has put on screen
A daily close below $68.85 would end the bullish case
The host is personally accumulating HYPE, pointing to its absorption of a large token unlock, ongoing whale and institutional accumulation, and automatic daily buybacks funded by a large war chest as bullish signals. He does flag overbought technical readings and a heavily long open interest skew as risks that could amplify a macro shock.
Key arguments
A 9.92 million token unlock on September 6th was mostly not claimed, mirroring a March tranche where only 1.75% of unlocked tokens were claimed
Hyperliquid runs $527,000 a day in automatic token buybacks funded by a $2.5 billion war chest
The protocol generates $701 million in annualized revenue and booked $75 million in fees in the last 30 days against $6.74 billion of total value locked
Large wallets and an institution tied to a16z have been accumulating HYPE off exchanges, reducing sellable supply
Risks acknowledged
Open interest sits near $3.37 billion against only $160 million of spot volume, with 80% of tracked wallets long, making the asset vulnerable to macro shocks
Token circulating supply figures are disputed between tracking sites, creating market cap uncertainty
The host owns HYPE and is bullish because it absorbed a large token unlock and still hit a new all-time high, while whales and a NASDAQ-listed treasury company (Hyperliquid Strategies) keep accumulating. He is watching for U.S. regulatory approval (CFTC/SEC) as the next major catalyst but flags an overbought RSI and dilution risk from the treasury company's share sales.
Key arguments
A 9.92 million token unlock hit on September 6 and HYPE still made a new all-time high the same day, which he calls the most bullish signal in the video
Large wallets accumulated HYPE and moved coins off exchanges (Bybit), reducing sellable supply
Trump/CFTC comments suggest a path to bringing Hyperliquid perpetuals into the U.S. market, which he sees as a major re-rating catalyst
Hyperliquid Strategies (NASDAQ: PURR) holds 11%+ of HYPE supply and raised its share-sale cap from $1B to $2.5B to buy more
Risks acknowledged
Daily RSI at 80.9 is the most overbought reading he has shown
Treasury company funds HYPE purchases via dilutive share sales, similar to MicroStrategy's playbook
A single large corporate holder could sell just as easily as it buys
The host is very bullish on Hyperliquid, having just added $10,000 to his position at a fresh all-time high, citing strong protocol revenue, a 70% share of decentralized perpetual volume, and near-total fee-to-buyback conversion. He gives his own scenario-based price targets tied to the same CLARITY Act vote that could indirectly move sentiment across crypto.
Key arguments
Hyperliquid generated about $21.45 million in revenue over 7 days with 97-99% of fees routed to buybacks.
Open interest has grown from about $1.5 billion in late 2025 to $3.45 billion.
Only 26% of maximum HYPE supply is currently circulating, framed as long-term upside as adoption grows.
Risks acknowledged
A 14.18 million HYPE unlock occurred August 29 and another unlock of 9.92 million HYPE is due September 6, adding sell pressure.
New supply is being released over time and must be absorbed by demand.
Stock Moe put $10,000 into HYPE inside a retirement account ETF after waiting for a pullback, expressing strong long-term conviction in the token. He expects HYPE to close higher within about a week and plans to DCA in with a second $10,000 purchase.
Key arguments
Bought $10,000 of HYPE after waiting a long time for a pullback entry
Plans to DCA with two separate $10K purchases
Believes HYPE will do extremely well over the long run
RSI at 65 and EMA structure (5/13) look constructive
Risks acknowledged
He admits he is 'not sure how it's going to go' short-term
Stock Moe had been waiting for HYPE to pull back from the 70s into the 50 zone, which it did, and now says he likes it here with a possible stop loss around $53. He remains cautious, saying a break below that level would cancel the bullish setup, while acknowledging he doesn't know where it ultimately goes.
Key arguments
He predicted months ago that HYPE would fall from the 70s down to the 50 zone, and it did
He suggests buying with a stop loss near $53, about a 10% stop
A break back below that level would mean 'this bull run is canceled'
Risks acknowledged
He explicitly says 'we don't know where it's going to go'