shaunda devens
@shaundadevens
analyst @blockworksres prev @keyrock
all opinions strictly my own
Joined February 2022
1.4K Following 9.8K Followers
USDC will become an aligned stable, meaning 90% of cost-adjusted reserve yield on USDC supply accrues to Hyperliquid.
At the current $5B USDC base, that could imply $137M–$160M in annualized rev at a 3%–3.5% yield, or a 22%–26% step-up vs current annualized revenue.
Hyperliquid
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