RyanWatkins_
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Hyperliquid vs. Solana will be the cryptoeconomy’s defining battle in the coming quarters as U.S. equities move onchain.
The winner will become the industry’s next $100B-$500B project and may very well transform capital markets forever.
Also chance pie is big enough for both.
The winner will become the industry’s next $100B-$500B project and may very well transform capital markets forever.
Also chance pie is big enough for both.
Best growth story in crypto.
Hyperliquid is eating CEX open interest with little signs of slowing down.
Hyperliquid is eating CEX open interest with little signs of slowing down.
Best growth story in crypto.
Hyperliquid.
Hyperliquid.
Best growth story in crypto.
Hyperliquid.
Hyperliquid.
Saylor really found an infinite money glitch and it’s driving one of the greatest reflexive cycle’s we’ve seen for BTC.
Obviously not sustainable, but this is a decent bull case near-mid term for any other asset (e.g SOL) that can replicate the MSTR flywheel.
Obviously not sustainable, but this is a decent bull case near-mid term for any other asset (e.g SOL) that can replicate the MSTR flywheel.
As the cryptoeconomy institutionalizes, trillions of dollars in assets will be tokenized on blockchains over the coming years.
Your job is to figure out which protocols are best positioned to monetize these flows.
There is no bigger driver of growth than this.
Your job is to figure out which protocols are best positioned to monetize these flows.
There is no bigger driver of growth than this.
Regardless of whether you believe ETH is money, Ethereum’s REV falling off a cliff since 2021 is unambiguously bad.
At the least, less REV means less resources to sustain the validator set and more inflation to compensate.
Classic case of fiscal issues creating monetary issues.
At the least, less REV means less resources to sustain the validator set and more inflation to compensate.
Classic case of fiscal issues creating monetary issues.
Tbh it’s better that most alts get smoked now that generational projects are emerging.
You only need a few big winners to make the next FANGs / Mag 7.
A world with many projects destined for zero, and just a few projects that you can’t own enough of, is fine with me.
You only need a few big winners to make the next FANGs / Mag 7.
A world with many projects destined for zero, and just a few projects that you can’t own enough of, is fine with me.
Everyone can pontificate all they want on L1 valuation theory, but the reality is there’s little empirical evidence that L1s trade on anything more than relative value.
The logical conclusion of app specific sequencing is L1 REV trends towards zero unless L1s begin enshrining apps.
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