- Hyperliquid’s fundamentals and trusted founder support a bullish long-term thesis; government backing could reduce regulatory uncertainty and support further upside.
- The political link is also the risk: a Republican loss in the midterms, or an anti-crypto Democratic presidential nominee gaining momentum, could compress crypto valuations before 2028.
- The author expects Hyperliquid to survive and become a major financial platform, but will exit if political ambiguity or valuation-driven volatility risks locking up capital; an 18% debt cost limits patience.
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