The Rollup(@therollupco):Mike Dudas (@mdudas) on why institutional investors can't value tokens like PUMP or HYPE, and why that keeps them cheap: "A fundamental investor looks at the PUMP, even HYPE, and doesn't understand how to value it." "It doesn't have the same rights they've seen before. It's confusing, and so these things trade at a discount to what their business fundamentals and prospects should suggest. PUMP significantly, HYPE reasonably." "In a bear market, that makes sense. In a bull market, provided the business keeps delivering, it reflexively goes the other way."

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The Rollup@therollupco

2026.07.27 14:39

Mike Dudas (@mdudas) on why institutional investors can't value tokens like PUMP or HYPE, and why that keeps them cheap: "A fundamental investor looks at the PUMP, even HYPE, and doesn't understand how to value it." "It doesn't have the same rights they've seen before. It's confusing, and so these things trade at a discount to what their business fundamentals and prospects should suggest. PUMP significantly, HYPE reasonably." "In a bear market, that makes sense. In a bull market, provided the business keeps delivering, it reflexively goes the other way."