Was just taking a closer look at 
HYPE vs $ASTER. Both projects are moving fast, but the fundamentals tell two very different stories.
Hyperliquid (HYPE):
Fully Diluted Valuation (FDV): $46.7B
Annualized Fees: $1.1B
30D Perp Volume: $300B
Volume = ~2% of the entire stablecoin market
Valuation multiple: 42.5x fees
Aster (AASTER):
Fully Diluted Valuation (FDV): $16.5B
Annualized Fees: $110M
30D Perp Volume: $27.7B
Valuation multiple: 150x fees
Takeaway:
While AASTER has seen explosive early performance, the fee-to-FDV ratio is stretched. Meanwhile,HYPE is already generating serious fee revenue and market share, making it fundamentally a stronger value proposition even at current levels.
HYPE vs $ASTER. Both projects are moving fast, but the fundamentals tell two very different stories.Hyperliquid (
HYPE):Fully Diluted Valuation (FDV): $46.7B
Annualized Fees: $1.1B
30D Perp Volume: $300B
Volume = ~2% of the entire stablecoin market
Valuation multiple: 42.5x fees
Aster (AASTER):
Fully Diluted Valuation (FDV): $16.5B
Annualized Fees: $110M
30D Perp Volume: $27.7B
Valuation multiple: 150x fees
Takeaway:
While AASTER has seen explosive early performance, the fee-to-FDV ratio is stretched. Meanwhile,
HYPE is already generating serious fee revenue and market share, making it fundamentally a stronger value proposition even at current levels.
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免責事項
これらの情報および投稿は、TradingViewが提供または承認する金融、投資、取引、またはその他の種類の助言もしくは推奨であることを意図したものではなく、またこれらに該当するものでもありません。詳細は利用規約をご覧ください。