Kunal Doshi(@Kunallegendd):Not to be faded “What can be said now is that 11.4% of circulating HPL was staked within thirteen days of program launch. Adoption at that rate, against a balance sheet of $658.7M and a loan book that grew more than 23% in a contracting sector, is a directional signal worth taking seriously.”

Kunal Doshi

@Kunallegendd

Research @blockworksres | prev @thespartangroup | Views are my own

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Kunal Doshi@Kunallegendd

2026.05.13 23:54

Not to be faded “What can be said now is that 11.4% of circulating HPL was staked within thirteen days of program launch. Adoption at that rate, against a balance sheet of $658.7M and a loan book that grew more than 23% in a contracting sector, is a directional signal worth taking seriously.”