hyperliquid trading like it has actual users, the team consistently executes well, a strong community is organically building on the network, and there is no ridiculous tokenomics scheme that rewards insiders asymmetrically more than token holders
imagine watching embedded wallets and stablecoin infra outperform and slowly realizing that your fund's portfolio of an svm L2, a move L2, and a few cosmos chains that you top blasted is probably a zero
you might even start to realize that the projects that are venture backable are those building products people actually use
perhaps you shouldnt be managing Other People's Money
legacy financial infrastructure (visa, mastercard) imposes not only high fees with slow cross border settlements but also restrictions on who is privileged enough to access these payment networks
last month saw major shifts in the power landscape with panicked stablecoin announcements from visa, mastercard, and stripe
what crypto twitter perhaps didn't see was the recognition that how we conduct ALL commerce is on the precipice of change
the intelligent internet and how @PlasmaFDN is at the forefront of capturing a trillion dollar opportunity
if you really sit down and think about it the plasma ico is historical, this is the first time anyone could buy into the launch of a modern payment network
my main frustration with much of crypto twitter is that it views @PlasmaFDN as ‘just another blockchain’ when it should actually be viewed through the lens of a payment network
all the tweets bleating about ‘why do WE need a stablecoin specific blockchain’ are ridiculous, YOU who sits in your mothers basement gambling on memecoins might not need a modern payment network
it’s actually insane and hilarious to think that the two most profitable businesses in crypto (pump and hyperliquid) have never hit the conference circuit
if you only get your information from conference panels and talks, you live in an alternate reality
i dont understand why anyone in the year of our lord 2025 would still focus on building handwave-y bullshit infrastructure when it's clear that apps accrue the lions share of revenue and app tokens are starting to perform better than infrastructure tokens
- plasma x cobie first ICO in years - ICO timing as public markets slow down internet capital markets up only - uranium digital institutional grade spot trading - beeple tweeting about hyperliquid - hyperliquid consumer mobile frontend launch soon