Ivan Labrie’s Substack

Ivan Labrie’s Substack

Possible crypto bottom...

...and recap of fundemental reports

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Ivan Labrie
Aug 03, 2025
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GM gents,

We have a possible bottom signal in Bitcoin and most coins we follow today, depends on behavior in the coming 5-6 days but it is a decent start for a bottom following the recent correction.

Technicals indicate we have a down trend expiring today in daily BTCUSD charts, which might mean price can mean revert and therefor reverse back to bullish as per monthly, quarterly and yearly chart trends.

Fundamentally backed crypto plays

Review my fundamental reports on defi and HYPE. All of these tokens are attractive still, I will break down the three main ones I like below, with some defi ops to consider as well.

Analysis of undervalued DeFi protocols

Ivan Labrie
·
Jul 14
Analysis of undervalued DeFi protocols

GM gents,

Read full story

My HYPE analysis:

Hyperliquid fundamental report

Ivan Labrie
·
Jul 18
Hyperliquid fundamental report

GN gents, I wanted to share a report I made about $HYPE fundamentals to help visualize the potential, outlook and risks from being invested and using the platform and L1 network.

Read full story

Hyperliquid

HyperEVM recently added to Pendle brings us 24% APY on kHYPE LP and 22% on hbHYPE LP, while getting points. hbHYPE YT tokens trading below current APY shows that sentiment is depressed and the opportunity remains very attractive here.

Undervalued defi names:

All the names in this list have low risk entries now, or at least make sense from a fundamental perspective as nothing changed.

PUMP (pump.fun’s token)

Daily chart flashed a bottom signal today. I’m long.

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