Sean Farrell
Head of Digital Asset Strategy, Fundstrat
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 18
$8.75
+10.3%
Bitcoin miners pivoting to AI infrastructure are a good place to hide because they have energy PPAs that hyperscalers need, allowing them to monetize capacity at higher rates, leading to higher earnings and multiples.
AI/Semi
Long
May 18
$45.11
+30.9%
Hyperliquid (HYPE) has a great fundamental story with $850M LTM revenues, a Coinbase partnership adding $150M non-cyclical revenues, and a pre-IPO market tailwind; it is a winner to average into.
Crypto
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