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mikey-1

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from a pure product/fundamentals perspective, i don't think anyone will get close to hyperliquid this cycle but... funny things happen in speculation-based markets i remember the Merit Circle / YGG flippening, SUSHI / UNI... in a hot market, some beta chasers will do well
from a pure product/fundamentals perspective, i don't think anyone will get close to hyperliquid this cycle

but... funny things happen in speculation-based markets

i remember the Merit Circle / YGG flippening, SUSHI / UNI...

in a hot market, some beta chasers will do well
what's the biggest reason why there's no onchain poker at scale? web2 painpoints are obvious: all on centralized rails, friction around money flows, corruption etc seems like either: 1) builders are too theoretical wrt onchain = slow 2) bigger games to play (BJ, roulette)
what's the biggest reason why there's no onchain poker at scale? web2 painpoints are obvious: all on centralized rails, friction around money flows, corruption etc

seems like either:

1) builders are too theoretical wrt onchain = slow
2) bigger games to play (BJ, roulette)
what's the biggest reason why there's no onchain poker at scale? web3 painpoints are obvious: all on centralized rails, friction around money flows, corruption etc seems like either: 1) builders are too theoretical wrt onchain = slow 2) bigger games to play (BJ, roulette)
what's the biggest reason why there's no onchain poker at scale? web3 painpoints are obvious: all on centralized rails, friction around money flows, corruption etc

seems like either:

1) builders are too theoretical wrt onchain = slow
2) bigger games to play (BJ, roulette)
truth: there will be perp dexs in the future that are both 1) faster (latency wise) 2) more private (dark pools) and this likely leads to meaningful market share being captured by protocols not named hyperliquid
truth: there will be perp dexs in the future that are both
1) faster (latency wise)
2) more private (dark pools)

and this likely leads to meaningful market share being captured by protocols not named hyperliquid
truth: there will be perp dexs in the future that are both 1) faster (latency wise) 2) more private (dark pools) and this likely leads to more market share being capture by protocols not named hyperliquid
truth: there will be perp dexs in the future that are both
1) faster (latency wise)
2) more private (dark pools)

and this likely leads to more market share being capture by protocols not named hyperliquid
the next big perp dex winner is one that allows for anonymous positions as a native feature
the next big perp dex winner is one that allows for anonymous positions as a native feature
there are two ways to control toxic flow 1. ban their access (casinos, sportsbooks) 2. offload the flow to an outside party (exchanges)
there are two ways to control toxic flow

1. ban their access (casinos, sportsbooks)
2. offload the flow to an outside party (exchanges)
memecoins are still largely an access-based game rather than a skill one popularity of skill games r growing in web2, specifically poker v excited about crypto-native skill-based games (prediction markets r a start) would like to see fantasy, survivor, tournament-style models
memecoins are still largely an access-based game rather than a skill one

popularity of skill games r growing in web2, specifically poker

v excited about crypto-native skill-based games (prediction markets r a start)

would like to see fantasy, survivor, tournament-style models
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