
wayne_kombat
2.9K posts

wayne_kombat
@0x26_dev
Born to be an optimist, forced to be a skeptic. Building https://t.co/69BxLg6KWs











kalshi ($22b valuation, CFTC-regulated, backed by coatue) just launched perpetual futures on hyperliquid infrastructure. $100b annualized volume trajectory running through $HYPE's order book. a regulated US exchange with ICE and FIS partnerships chose hyperliquid over building in-house. polymarket launched perps 2 hours later on acquired brahmaFi tech. the prediction market perps war is now a proxy war for settlement layer dominance and hyperliquid is the arms dealer to both sides of tradfi


my full conversation today with @cobie 01:04 offering to work at Coinbase for free 06:05 the K-shape crypto thesis 10:33 thoughts on Saylor 14:39 why UpOnly hasn't come back 22:37 the last 10 years of Crypto 44:52 trillion dollar IPOs 57:02 Cobie's legendary buy wall 1:02:57 top 5 Crypto traders of all time 1:21:20 reasons to be optimistic on Crypto




Jeff Yan: Why Hyperliquid Stays Lean Jeff Yan @chameleon_jeff, founder of Hyperliquid, explains that the core team remains strictly technical to strip away corporate bureaucracy. He argues that Labs should not interfere in areas the community is capable of building, as market-driven outcomes are far superior to top-down mandates. By keeping core financial primitives fully open, the protocol aims to attract top-tier builders to co-develop the ecosystem on top of its infrastructure.



Drift is a better product for many users And it has a far better financial foundation. See Spencer and David talks from MCC summit Our vision of a derivatives DEX is one massive collateral pool that supports all forms of risk transfer to maximize capital efficiency. No one else is even building that Meanwhile HL is a CEX and you’re comping it to a DEX. They haven’t even begun to address the hard engineering problems that come with making a system permissionless



