The crypto market is buzzing, portfolios are pumping, and everyone's pretending they bought in earlier than they actually did. Let's cut through the noise and find the signal.

Hyperliquid has been on an absolute tear lately.

After dropping to $10 in early April during the tariff scare, it's now sitting comfortably above $36 – a 250%+ jump in just 7 weeks. Despite a technical hiccup that some called a "hack," the protocol handled it gracefully and rebounded stronger than ever.

What's more impressive? It's capturing over 65%+ of perpetual exchange volume, suggesting real user demand beyond just speculation.

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Meanwhile, Sui is making waves in its own right. Its stablecoin market cap has nearly doubled in just two months, approaching the billion-dollar mark.

This isn't just empty growth – more stablecoins mean more liquidity for DEXs, more lending activity, and a healthier DeFi ecosystem overall.

There are also whispers about potential partnerships with Nintendo, Pokemon, and other gaming giants that could bring mainstream adoption closer than we think.

But perhaps the most fascinating development is the emergence of "internet capital markets" through platforms like the Believe app.

Think Kickstarter meets Uniswap – entrepreneurs can tokenize their projects and raise capital directly from users without traditional VCs. Over 21,000 tokens have launched already, with trading volumes exceeding $2.6 billion since late April.

While many are just memes destined for zero, some represent genuine products with real traction.

This shift represents something profound: AI allows anyone to build an app with minimal resources, and crypto allows anyone to raise capital without gatekeepers. The barriers to entrepreneurship are crumbling.

What does this all mean for your portfolio?

Revenue-generating protocols with token buybacks continue to show remarkable strength.

While memecoins and narrative plays grab headlines, the assets with fundamental value proved most resilient during market turbulence.

The next few months will likely see Bitcoin push past all-time highs as financial conditions remain loose.

But be cautious about consensus thinking that Q3 and Q4 will be universally bullish – the market rarely makes it that easy.

Expect volatility, perhaps even a significant pullback, before we close the year higher. The crypto landscape continues to evolve at breakneck speed.

Whether you're drawn to fundamentals or narratives, there's plenty of opportunity in this market.