New BWR dashboard for Hyperliquid is LIVE. This is far and | MikeIppolito_ on Binance Square

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New BWR dashboard for Hyperliquid is LIVE.
This is far and away the most comprehensive dashboard on Hyperliquid, some details below 🧵

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Can't believe no one has tweeted "Bitcoin fixes this" about the internet outage. CT circa 2019 would run laps around us today, sad state of affairs smh.

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Prediction: big banks will take longer to launch stablecoins than people think. Regulated stablecoins like USDC only hold very short term, low yielding instruments like t-bills. If, say, BoA acquired circle, it would erode its net interest margin by shifting the balance of yield on the asset side of its balance sheet. It's a classic case of innovator's dilemma.

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The entire business model for creators will get rewritten onchain. The killer feature is not only a better way for creators to monetize, but for them to get access to credit. If you're an influencer of any kind today, it's extremely hard to get access to credit. The JP Morgans and BoA's of the world aren't exactly enthused to extend credit even to insta influencers. Imagine once creators figure out that they can not only generate cash flows directly from their posts, but they can get an equity line of credit instantly onchain. There are drawbacks to creator coins yes, but they are also inevitable.

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I’d feel better about BTC if it weren’t being driven by this treasury corp stuff

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Circle is a great example of price leading narrative. Two weeks ago, Circle was on its death bed. Today, my TL thinks it's a better buy than COIN. What a difference up only makes.

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