👀 Revolut’s $75B Valuation: Crypto Is the Engine

PLUS: Hyperliquid posts highest monthly revenue in August, surpassing $100 million

Altcoin Investing Picks

Sep 09, 2025

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In today's newsletter:

💡 Revolut’s $75B Valuation: Crypto Is the Engine
📣 Hyperliquid posts highest monthly revenue in August, surpassing $100 million
📈 Bitcoin’s “September Effect” Is the Setup You Shouldn’t Ignore

Let’s dive in!

💡 Insight

Revolut’s $75B Valuation: Crypto Is the Engine

A bird flies past the Revolut global headquarters in Canary Wharf, London

Revolut just became one of the world’s most valuable fintechs — hitting a $75B valuation, leapfrogging Barclays and closing in on Coinbase and Robinhood.

The wild part?

👉 Crypto is the growth engine.

Revenues from trading & crypto products 3x’d in 2024.
Revolut launched Revolut X, its own exchange (not just brokerage).
Overall profits surged 149% YoY.

This isn’t just about Revolut. It’s a signal:
Mainstream fintechs are now powered by crypto.

💡 Why this matters for investors

Distribution is everything: 52.5M users now have crypto access baked into their bank. That’s more than Coinbase’s monthly actives.
Regulatory moat: With its new UK banking licence, Revolut will be the first regulated bank where crypto sits at the core.
IPO optionality: If Revolut lists in New York, it becomes the first public neobank where crypto revenues drive the story.

Translation: crypto is no longer the “side hustle” of fintech. It is fintech

📣 Update

Hyperliquid posts highest monthly revenue in August, surpassing $100 million

Hyperliquid's August revenue hit $106 million, up 23% from July’s $86.6 million, driven by nearly $400 billion in perpetual trading volume.
The platform now commands 70% of the decentralized perpetuals market, surpassing competitors like Jupiter and Orderly Network.
Hyperliquid’s growth is fueled by its on-chain Layer-1 blockchain, HyperEVM, offering high performance and lower transaction fees.

Read more →

📈 Signal

Bitcoin’s “September Effect” Is the Setup You Shouldn’t Ignore

A grid chart displaying Bitcoin monthly returns from 2014 to 2024. Columns list months from January to December, and rows list years. Cells show percentage changes in green for positive returns and red for negative returns, with an "Average" row at the bottom summarizing median returns per month. — Source

Yes, September is historically Bitcoin’s worst month.
But here’s what most people don’t talk about:

👉 It sets up Bitcoin’s strongest 60-day stretch of the year.

October: +21.2% median return (the best month).
November: +10.8% median return (third-best after Feb).

Translation: September pain → October/November gains

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