The research firm SemiAnalysis, which triggered today's plunge in AI stocks, is now bullish on Hyperliquid.
The top-tier research agency, responsible for today’s AI semiconductor sector crash due to their CPO delay report, has highlighted Hyperliquid as a "noteworthy" asset in their latest analysis. The report emphasizes that Hyperliquid is one of the few crypto protocols generating real cash flow, with over 90% of its platform fees allocated for token buybacks.
Why it matters: The same firm that sparked the sell-off in the AI sector is now looking favorably at the DeFi/perpetual contracts space, suggesting that funds might rotate from AI growth stocks into high cash flow protocols within the crypto ecosystem.
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