Hyperliquid Pure Play
HYPER neobroker 🇺🇸@hyperneobroker
−18.8%
since Oct 7
The idea
I believe Hyperliquid becomes the core infrastructure other finance builds on, the rails everyone ends up renting. Since the token itself isn't accessible through our brokerages, this take owns the closest exposure available, the US-listed companies whose balance sheets are built on HYPE, split between an anchor holding and two satellite treasuries. It stays deliberately concentrated rather than diversified, since all three move together with the token, and holds a large cash reserve to buy into swings.
What it owns
- Smaller listed companies that hold the same token while operating independent businesses, each providing an alternative route to the same bet with distinct balance sheet dynamics. · Hyperion DeFi IncIt accumulates the token through profitable operations rather than constant equity dilution, reducing the risk of forced selling during downturns., Lion Group Holding LtdIt pivoted to hold the token with a small operating base, creating high leverage to moves in the token's value.40%
- The largest publicly listed holder of Hyperliquid's native token, offering the most direct equity exposure to the platform's growth as a financial infrastructure layer. · Hyperliquid Strategies IncIt holds the biggest US-listed treasury of Hyperliquid's token, making it the closest equity proxy for owning the token itself through a brokerage.25%
- Cash35%