Is the Hedera network sustainable, and what is HBAR worth?
Three pieces of independent research built from primary data: Hedera's own mirror-node tables, DefiLlama, the Hedera Council's published treasury figures and court filings. Every number is dated and sourced, and the conclusions are the analyst's own.
Hedera Ecosystem Sustainability Assessment
Usage, revenue, treasury runway, the staking reward pool, the Governing Council, litigation with grantees, and the two largest retail applications, SaucerSwap and HashPack, with three-year survival odds for each.
HBAR Price Scenarios
Bear, base and bull cases for the token at 12 and 36 months, built on a two-lens model that separates what the network earns from what the market pays for the story, with the dates that would change the odds.
HBAR Price Model
Change any driver, from fee multiples and Bitcoin beta to treasury releases and ETF flows, and watch the scenario prices, the decomposition chart and the probability-weighted expectation recalculate.
About this series
Cape Island Point Research is an independent publication based in Charleston, South Carolina. This series applies the same method as our housing research: primary data, every figure checked against its source on a stated date, and plain language about what we could not verify. The author personally holds HBAR. We accept no sponsorship from the projects covered, manage no money for anyone else, and label our judgments as judgments.