Barak's Analysis of Four Undervalued Utility Tokens
Austin Barak has stated that the criteria for cryptocurrency investment are shifting towards applications that have secured real users and revenue on new blockchains. The value capture structures of PUMP, HYPE, VVV, and ETHFI have been presented as subjects for investment review, although the undervaluation judgment pertains to specific investors' opinions. RockawayX acquired Relayer Capital on August 25 and appointed Barak as Chief Investment Officer. The new fund will operate with a long-short strategy investing in undervalued liquidity tokens and cryptocurrency-related stocks. Barak mentioned that he has seen signals indicating that the cryptocurrency market has passed its bottom, explaining that he looks at whether user engagement and revenue are reflected in token value. VVV emphasizes the connection between AI service revenue and VVV burn, stating that starting from July 2026, 5% of API credit purchases will be used for VVV buybacks and burns. Barak estimates Venice's annualized revenue for 2026 to be $10.7 million and $33.6 million for 2027. PUMP allocates 50% of its platform revenue to PUMP buybacks and burns, while HYPE's trading fees and burn structure are key. ETHFI is expanding its business scope with on-chain financial services and proposed an ETHFI buyback program for October 2025. The four projects focus on revenue, users, and fees, and Barak's target price does not confirm undervaluation as an investment opinion.
-- Price
This content is provided for general informational purposes only and doesn't constitute financial, investment, legal, or tax advice. Any events, rewards, online promotions, or related information mentioned herein should not be considered a recommendation, solicitation, or invitation to purchase, sell, trade, or otherwise deal in any crypto assets. Crypto assets are highly volatile and may result in loss. The availability of WEEX services, products, and related events may vary by region. You are responsible for ensuring that your participation is in accordance with applicable local laws and regulations.
You may also like

Poland incurred losses of over 490 billion zlotys due to the war in Ukraine

Deepening Discounts on US Spot Prices, Increase in Coinbase Prime Trading Volume

Diesel Drives PPI Up by One-Third, Why Rate Cuts Are Further Away

HIVE generates over 1 million daily revenue, 90% from Bitcoin mining

FalconX Joins Lumera Network as Validator

Riot Games Discusses Esports Sponsorship Collaboration with Kalshi and Polymarket

Robinhood's Market Value Exceeds $1.4 Million

Ministry of Industry and Information Technology Issues Implementation Plan for 'Artificial Intelligence + Software' Special Action

Malone Lam Pleads Guilty In $245M Bitcoin Theft Case

Sentrifuge Proposes Stock Conversion Plan for Each CFG Token

Bitcoin Price 46 Percent Below Model Value of €124,000

Bitcoin Core v30 Increases OP_RETURN Default Limit to 100,000 Bytes

TRON Expands MetaMask Support to B.AI, SUN.io, JustLend DAO and BitTorrent

PAPY TVL Reaches $13,267,000, Official Figure Stated as $10,912,000

BIS Warns of Financial Stability Risks Amid AI Investment Boom and Increased Reliance on Debt and Private Credit

BSOL Cumulative Net Inflow Reaches $1.033 Billion, $10.74 Million as Net Inflow

SAMR Optimizes Inspection and Testing Report Query System, Adds Blockchain Evidence Functionality

Anthropic Models Three Scenarios for the U.S. Economy by 2030

Bok Jin-sol of Four Pillars Emerges as a Next-Generation Asset Management Infrastructure with On-Chain Vault

SGX Receives CFTC Approval to Offer Bitcoin and Ethereum Perpetual Futures to U.S. Institutions

South Korea Announces Over $100 Billion Energy Investment in the U.S.

Bubblemaps: About 80% of LAPTOP Traders Lose Money, Some Losses Reach $1 Million

Chinese influencer urges Binance to reduce new project listings

Ethereum Spot ETF Sees Net Inflow of $34.75 Million Yesterday, BlackRock's ETHB Leads

Founder of Long.xyz Announces Independent Issuance Mechanism

bStocks Contributes 88% of Tokenized Stock Market Trading Volume

Pantera Partner Claims Computing Power Market Mirrors Financialization Path of Electricity Market

China's Securities Regulator Raises Listing Threshold for Humanoid Robot Companies

SOL Spot ETF Sees Daily Net Inflow of $11.73 Million







