XRP HYPE 🚨 I AM BUYING ALL I CAN GET!
Overall Thesis
XRP and HYPE have experienced recent selloffs due to predictable macro events (Fed rate hike, failed Clarity Act vote), but the presenter believes this presents a buying opportunity with XRP expected to bounce from the $0.50 support level.
Narratives
Moe expects XRP to stabilize and bounce back after a rough 48 hours driven by the failed Clarity Act cloture vote and the Fed's rate hike, pointing to coiling price action and pending regulatory clarity as bullish catalysts. He also notes Ripple's underlying business remains strong even as the token sits well below its highs.
Key Arguments
- XRP is coiling in a tight range after the selloff, which he sees as a setup for a bounce
- SEC comment period ending soon could remove a regulatory overhang
- 2023 federal court ruling that XRP is not a security supports the bullish case
- Ripple's business fundamentals (per Garlinghouse) have never been stronger
Predictions (1)
Moe is strongly bullish on HYPE, highlighting that it absorbed a large token unlock while printing a new all-time high even as Bitcoin was down, and points to large wallet accumulation and exchange outflows as evidence of reduced sell pressure. He says he continues to add to his own position.
Key Arguments
- Absorbed a 9.92 million token unlock on September 6 and still made a new all-time high
- Large wallets accumulating (343,000 HYPE, ~$29M; 174,800 HYPE off Bybit, ~$14.96M; a16z-linked institution adding ~$13.05M)
- Strong fundamentals cited: 7.2 billion open interest and 699 million annualized revenue
- Prior token unlocks were absorbed without much drama
Hedges & Caveats
- Presenter acknowledges uncertainty about whether recovery will actually occur ('I don't know if we will. We'll find out')
- Significant liquidations occurred ($570M in 24 hours, $30M from XRP alone)
- Recent sharp declines (9.8% down on Tuesday)
- Video contains promotional links for paid Discord and newsletter services
- Presenter frames this as personal trading activity ('I AM BUYING ALL I CAN GET') rather than formal financial advice