One of our clearest trades this year was $hype and it followed a common formula we use when assessing projects. Sharing here in case it helps spot a few more this cycle: - team: egalitarian nature - business model: real revenue and buybacks (revenue meta is actually meta'ing - network & resources: institutional interests - multiple listed companies like Lion Group and Eyenovia have added $hype to their treasury - market potential: the trend is clear - the future is onchain. seeing CEXs fumble the $pump ico really validates this thesis These factors often signal staying power. And when condition allows, we also track: - community sentiment - quality of builders - ecosystem initiatives (e.g. hip-3) Not every project will tick all the boxes but when several of these align, it's usually worth taking a deeper look Happy $hype ATH!