“AQAv2: 90% of the yield from USDC is being used to buy back HYPE. This is known but the flows don't start until October. Addition of $150-200M to ARR.”
@Evan_ss6 · Evanss6
HYPE buyback machine turns on in October as AQAv2 flows add $150-200M ARR while regulatory unlock of HFs and MMs is the volume step-change