Might sound random, but thinking about it, $HYPE and $CARDS might be the most powerful barbell trade in crypto right now.


One captures the institutional appetite: the best trading infrastructure ever built onchain, flipping L1s in FDV, eating CEX market share.
The other captures the retail / consumer appetite: real consumers collecting, trading and spending on products they actually love, powered by a multi-billion dollar asset class that’s been outperforming everything else the last decades.
Both were born in the midst of a bear market and grew throughout it through relentless execution by their stellar teams.
Both are now printing revenue and outperforming the market like there’s no tomorrow.
Kudos to everyone who managed to get in early on one of these rare winners in this market.
Massive respect to those who’ve been on both.
HYPE1.81%
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