HYPD Hyperion DeFi Inc.

$HYPD Even reaching $4 a share it’s still pretty undervalued on a fully dilutive basis with $HYPE.X now hitting $95. It cloud climb to $4.50 or even $5 right now and still be at a reasonable mNAV valuation…

$HYPD the only problem hypd has is nobody knows about it yet. I think fair value has to be above minimum $6 $PURR $HYPE.X

$HYPD $PURR Nice to see the filing indicating the large recent seller is now out. Should allow the shares to possibly reprice accordingly.

$HYPD On 9/8 Chardan Capital issued a new PT. Today Cantor Fitgerald raises their PT....Hmmm.

$HYPD I've been pretty open about my swing trades here, but accumulation is starting to get to the point where it might just be time to sit back and relax and wait for the repricing.

$HYPD Cantor increased HYPD's 12mo target from $7.10 to $11.20, both from $HYPE.X and their businesses. They are raising their expectations from $5M to $7M in FY 2026 (they are assuming low end of co. guidance) $PURR

$HYPD Not quite sure why the selling/weakness is showing now as opposed to the last couple of days when the overall picture justified it more. Easy guess could be buyback support the last couple days that isnt there today. Atleast so far. Who knows. This thing has always had a mind of its own.

$HYPD So they have reserved up to $20M of stock buyback in next 12 months. That's onethird of its current market cap! I don't think they have started yet... Our New Share Buyback Program: The Company’s Board of Directors has authorized a stock repurchase program of up to $20 million of the company’s outstanding common stock, par value $0.0001 per share. The stock repurchase program will be in place for up to 12 months.

$HYPD How is it possible ? ....HYPD is always the worst: worst of BTC, worst of HYPE, worst of PURR... it is better only of LGHL but this is not a good thing.

$HYPD there was a time not too long ago where a day like today would have cratered this stock 10-20%. All things considered it’s holding up well amongst its peers and is showing some resiliency. Incredibly bullish sign IMO. Even with the daily decline and the drop in HYPE price the mNAV is still highly attractive. Blue skies ahead…

$HYPD Who knows the validity of it, but second day in a row of abnormal overhead supply sitting on sell side of the sheets. Youd like to see less after a large fund finished their exit lol.

Alright... while I would expect the progression of $HYPD to be a multiple of HYPE, I see that it fails to even match the progression of HYPE (I won't even look at PURR, otherwise I'll just get annoyed)

$HYPD Hyperion DeFi Commences Share Buybacks, Retires All Legacy Debt, and Commits to Further Capital Optimization

$HYPD became launch partner for Frontier's Hyperliquid Vault, giving members priority access to new internet domains.

$HYPD what's with this company? Estimates for earnings are crazy high. Who sets them? Seems fishy. $20 mil buyback ?? More crazy. $7 earnings call going forward on a $3 stock?? Super crazy. Is this criminal, mismanagement or just too good to be true??

$HYPD the announced share buy back does not help very much if they don't clarify max dilution possibility and what they intend to do with this. On current market cap/shares they are massively undervalued compared to undiluted mNAV. Unless this is not the latest, a fully diluted MC is about par with current NAV but this is a bit silly, assuming that the extra capital will not be applied to revenue and capital accretion, and doesn't factor in appreciating HYPE in future at all. With a bit more clarity from the company, MC would start to approach analyst targets of around $7. Which is still a massive discount on undiluted basis. Basis Market cap mNAV at current HYPE price Realized (current shares) $50.81M 3.91x Realistic (expected dilution) $50.81M 3.91x Max diluted $218.99M 0.91x