State of crypto markets | RyanWatkins_ on Binance Square

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State of crypto markets

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It appears @ethena_labs is also testing USDe markets on HIP-3 testnet 👀 h/t @mlmabc

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Perps are one of the few true financial innovations crypto has produced, and people are underestimating how much the market could expand as we begin “perpifying” new asset classes. Could easily become a $100B+ revenue opportunity within 5 years. Hyperliquid.

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$HYPE pumping so hard these days it has people thinking revenue is a new “meta”

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Always humors me when people suggest an asset is “crowded” without reference to valuation — saw it with $SOL from 2023-2024, and now $HYPE. 1) There’s a big difference between many people owning something and many people being properly sized for the opportunity. Dabbling ≠ Conviction. 2) This creates scenarios where the market can still dramatically underprice an asset, despite it dominating Twitter mindshare. Attention ≠ Allocation. Bonus: Sometimes hot assets accrue scarcity premiums in excess of fundamentals because there are so few high-quality ideas you can size into. When opportunities are scarce, capital concentrates in the winners.

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Always humors me when people suggest an asset is “crowded” without reference to valuation — saw it with $SOL from 2023-2024, and now $HYPE. 1) There’s a big difference between many people owning something and many people being properly sized for the opportunity. Dabbling ≠ Conviction. 2) This creates scenarios where the market can still dramatically underprice an asset, despite it dominating Twitter mindshare. Attention ≠ Allocation. Bonus: Sometimes hot assets sometimes accrue scarcity premiums in excess of fundamentals because there are so few high-quality ideas you can size into. When opportunities are scarce, capital concentrates in the winners.

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Latest News

Bitcoin(BTC) Drops Below 105,000 USDT with a 3.24% Decrease in 24 Hours

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