Dip buys: HYPE, SOL, ZEX, CODEC, ROBA and the reasoning
Quote393 words
Bullish call$HYPE+85%since this piece, moved with the call · 4 more callsHow it played out ↓Explains five dip buys after the Friday crash. HYPE showed zero downtime and a working ADL, SOL has multiple catalysts, ZEX migrates to BULLET at about $17M mcap, and CODEC and ROBA are robotics bets.
Key claims
ZEX will migrate to BULLET, buyable at about $17M mcap
Hyperliquid had zero downtime and working ADL during the crash
Alpenglow scheduled for end of year, Firedancer early 2026
Coins I bought in the dip over weekend (reasoning below):
1 ) $HYPE
2 ) $SOL
3 ) $ZEX
4 ) $CODEC
5 ) $ROBA
1 ) imo Friday was evidence to @HyperliquidX's dominance and current superiority. 0 downtime, system worked perfectly (incl. ADL which is what ppl that don't understand how perps work rage about), while protocol made a shit ton of money. OI building up again rapidly as well, HIP-3 now live on mainnet, and many more big things still ahead.
2 ) Solana has also been very strong in the crash afaik, and generally the development there is still massively underrated. We've been chopping up and down forever it feels, but with ETF decision coming up, Alpenglow consensus upgrade scheduled for EoY and Firedancer coming to mainnet in early 2026 + network extensions like @bulletxyz hitting mainnet soon, and a bunch of other catalysts (Jito's BAM, DoubleZero, etc), this feels like one of the best majors (aside HYPE) to bet on in the next months. Think @mert will agree lol.
3 ) Already mentioned @bulletxyz in above list and def worth linking back to our @a1research__ article here: t.co/T6El2S3GMo, which goes deep into the fundamentals. What few understand tho, is that $ZEX will migrate to $BULLET soon, and that you can literally buy the native token of a CLOB DEX with 1ms execution finality, integrated borrowing/lending, and much more at a mcap of $17m.
4 ) @codecopenflow is my biggest bet on the robotics narrative, which I do expect to absolutely fly towards end of year. Made a bunch of posts about this one in the past, but highly recommend to check out @Cryptotrissy's writings if you want to DYOR. In short, it's a permissionless and hardware-, and model- agnostic framework for desktop automation and robotics powered by VLAs. Also entails a smart compute aggregation algo, an operator (automated workflows) marketplace and no-code training features.
5 ) Another major robotics play imo. @Roba_Labs provides an open platform that combines the entire flow "Build → Train → Share → Monetize" in one system (instead of forcing builders to use 10 different ones). It provides a creator hub with dev tools, no-code solutions and a built in marketplace that drives a compounding flywheel where creators are incentivized to push innovation.
NFA + DYOR anon but I don't think the cycle ends here.
QUOTING @a1research__
t.co/wGRpBESGZM
t.co/wGRpBESGZM
How the calls played out · since 14 Oct 2025
Prices as of 23 Oct 2026This piece takes a view on $HYPE, $SOL, $ZEX, $CODEC, $ROBA, so those moves are read against the call.
+85%
Moved with the call · over 12 months
- At publication
- $42.44
- Now
- $78.58
- vs BTC
- +161%
- After 1 month
- −9.8%
- After 3 months
- −44%
- After 1 year
- +92%
- High since
- +129% 23 Sep 2026
- Low since
- −51% 21 Jan 2026
−50%
Moved against the call · over 12 months
- At publication
- $208.39
- Now
- $104.57
- vs BTC
- −29%
- After 1 month
- −26%
- After 3 months
- −33%
- After 1 year
- −49%
- High since
- 0.0% 14 Oct 2025
- Low since
- −70% 07 Jun 2026
−99%
Moved against the call · over 12 months
- At publication
- $0.0934
- Now
- $0.00107
- vs BTC
- −98%
- After 1 month
- −21%
- After 3 months
- −28%
- After 1 year
- −99.1%
- High since
- +0.2% 20 Nov 2025
- Low since
- −99.2% 29 Sep 2026
−68%
Moved against the call · over 12 months
- At publication
- $0.0201
- Now
- $0.00639
- vs BTC
- −55%
- After 1 month
- −17%
- After 3 months
- −57%
- After 1 year
- −66%
- High since
- +29% 02 Nov 2025
- Low since
- −91% 01 Feb 2026
−91%
Moved against the call · over 12 months
- At publication
- $0.00485
- Now
- $0.000445
- vs BTC
- −87%
- After 1 month
- −68%
- After 3 months
- −88%
- After 1 year
- −91%
- High since
- +5.6% 16 Oct 2025
- Low since
- −98% 29 Apr 2026
Since then
Zero has written 34 more pieces on Hyperliquid and Solana and CodecFlow and $SOL and $HYPE and $CODEC since this one.
- State of Hyperliquid: two years after the airdrop (A1 Research report)Covers $HYPE
- machine.fun thesis: why hardware founders may raise on a launchpad over VCBullish call on $CODEC
- Hyperliquid onshore: Payward and Bitnomial's permissioned HIP-3* venueBullish call on $HYPE
- CODEC: SimArena at TUM's robo.innovate hackathon with 80+ teamsBullish call on $CODEC
Daily closes in USD from DefiLlama and Yahoo Finance. Only a bullish or bearish thesis is read as a call; explainers, maps and mentions are context. Not financial advice.