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ayyyeandy
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Is it easier for
Solana
to build Robinhood or Robinhood to build Solana?
Who would eat who's lunch first?
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content.
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ayyyeandy
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People calling the top on Hyperliquid because Coinbase launched perps in the US will be blown out. Take a step back. Think logically. The total market for perps is going to explode this year into next. Stocks will likely transition to 24/7 in the near future. Perps will become a household Wall St product as well. I bought HYPE at $2 with decent size for my portfolio, so I’m biased as it’s one of my biggest positions now. The thesis is simple. Hyperliquid.
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If Bitcoin can stay strong here & even trend up, it will solidify its position as a store of value asset for all investors worldwide. Big moment for its narrative imo.
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Great podcast with Curve founder Michael about his new DeFi invention, Yield Basis & what this means for Bitcoin yields onchain. Whitepaper dropped yesterday. Mainnet soon-ish. https://www.youtube.com/watch?v=I-zOlyorTxw
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Blockchain was meant for this exact era of human history. Political instability, a new digital age, corporation owned AI, central bank currency spirals, corrupt companies, and broad lack of trust in institutions is where the core usecases truly shine.
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Had a great interview with Haseeb of Dragonfly VC a few weeks back about his advice from Balaji, thoughts on BTC treasury vehicles, Robinhood vs. Solana and more. One of my fav segments from the TV so far. https://www.youtube.com/watch?v=7ZGBhbpbz0Q
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