Messist

TLDR

• NFTs move in bursts - sustained demand is rare, but CryptoPunks remain the blue-chip anchor, holding relative value vs ETH/SOL.
• PunkStrategy ($PNKSTR) financializes NFTs via a reflexive flywheel: a 10% trade tax funds Punk floor buys, relisting, and token buybacks/burns.
• Expansion via NFTStrategy extends the model to other collections, adding royalties for creators while funneling volume back to PNKSTR.

• HyperEVM is one of the few L1s that has seen traction. Hyperliquid’s success + the fact that Hyperliquid team still has a decent amount of HYPE tokens leftover for community implies that they might do a secondary HYPE airdrop - which should keep the HYPE flywheel going for a while

• Its hard to find many investable tokens within Hyperliquid’s ecosystem
• Given scarcity + potential expected flows - best to bet on plays that capture both ‘speculation’ and ‘flows’
• This is where LiquidLaunch comes in