Updated
Updated · CoinDesk · Aug 14
Hyperliquid Traders Price Unitree at $38 Billion, 4x Shanghai IPO Valuation
Updated
Updated · CoinDesk · Aug 14

Hyperliquid Traders Price Unitree at $38 Billion, 4x Shanghai IPO Valuation

3 articles · Updated · CoinDesk · Aug 14

Summary

  • $92-$94 pre-IPO perpetuals on Hyperliquid imply Unitree Robotics is worth about $38 billion, far above its $22.37 IPO price and roughly $9 billion listing valuation ahead of Shanghai trading expected Aug. 17-21.
  • The gap matters because pre-IPO perps are synthetic, leveraged bets that should converge with the stock once trading begins, setting up sharp liquidation risk for whichever side is wrong.
  • $9.1 million in open interest and $59 million in turnover have built across two Unitree markets, with the larger venue almost evenly split at $6.5 million long versus $6.6 million short.
  • A $45 opening price—double the IPO level—would still sit about 52% below current perp prices and could liquidate roughly a third of longs, while a $128 debut could wipe out an estimated 53% of shorts.
  • The premium reflects intense enthusiasm for the Hangzhou robot maker, whose 2025 revenue jumped 335% to $253 million and whose humanoid shipments topped 5,500, as crypto pre-IPO perps spread beyond tokens into equity-style speculation.

Insights

Is Unitree’s $9 billion IPO the start of a humanoid robot boom, or a bet on machines that still cannot do useful work well?
Can China’s manufacturing edge and rare-earth dominance help Unitree turn flashy humanoid demos into a real commercial robotics business?