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Mr. Edosa
2.2K posts
Mr. Edosa
@BusinessPlanSMB
Starting my Web3 VC journey | Connecting builders & capital across DeFi, RWA & beyond | TradFi roots → onchain scaling | CFA | SMU Cox MBA | Let's connect
Dallas, TX Katılım Temmuz 2009
2K Takip Edilen754 Takipçiler
Mr. Edosa retweetledi
Mr. Edosa retweetledi
If you didnt know Hyperliquid was built by a team of just 11 people. Here are some of them:
• Jeff Yan @chameleon_jeff
• Iliensinc @iliensinc
• Xulian @xulian_hl
• Valinorae @Valinorae
• Jay Gee @jaygee_hl
• Ben (ben_hl)
• Adam (adam254689)
• Kangaroo (kangaroo2245)
11 people built what Binance, Coinbase and dYdX needed hundreds of employees to build.
Did you know anyone from the team besides Jeff, Iliensinc and Xulian?
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@_stevenhl OI/volume ratio filters out wash trading noise. Most retail still chases vanity metrics while smart money follows capital efficiency signals. This gap creates alpha.
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I thought this was common sense, but it appears not: volume alone is not a valuable metric to look at when comparing exchanges due to how easy it is to manufacture numbers.
Looking at OI or OI/volume better shows organic usage, and in this case Hyperliquid has 24x more than CB.
Michael Nadeau | The DeFi Report@JustDeauIt
So much talk about Hyperliquid of late. But the thing that stands out to me when I look at the Perps market is that @coinbase did more Perps volume than Hyperliquid over the last 30 days. Which begs the question: Does Hyperliquid actually have regulatory arbitrage here? Coinbase generates roughly 87% of its revenue from U.S. customers. So, a relatively small set of its users internationally is generating more volume than Hyperliquid in a bear market. That's notable to me and counter to the prevailing CT narratives. --- P.S. in the last bear market I spent the most time studying "high throughput chains." This is what led to our SOL allocation at the lows. In this bear market, I'm spending the most time on the Perps market. We're releasing a deep dive for readers tomorrow. If you'd like to have the latest research hit your inbox when it's published, you can sign up below 👇
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@LuizaJarovsky Prediction markets aggregate dispersed information into price signals. Different mechanisms, different social value. Regulation? Yes. Same category? No.
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🚨 Unpopular opinion: Polymarket and Kalshi are GAMBLING platforms and should be regulated as such.
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Mr. Edosa retweetledi
According to Fortune, two early employees of Kalshi are raising up to $35 million for a prediction-market focused venture fund called 5c(c) Capital. The fund is backed by Tarek Mansour, CEO of Kalshi, and Shayne Coplan, CEO of Polymarket, alongside investors including Marc Andreessen. The fund plans to invest in around 20 prediction-market startups over the next two years.
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@mansourtarek_ This assumes regulation equals better product. In reality, users left *because* of regulatory friction - fees, KYC delays, limited access. Offshore won on experience, not on being unregulated. Protection narrative doesn't match behavior.
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Casino lobby hard at work.
There is a reason tens of millions of people use regulated prediction markets: it’s a better product.
Banning just pushes this offshore, where no regulation exists.
This bill isn’t about protecting consumers; it’s about protecting monopolies.
The Wall Street Journal@WSJ
Exclusive: A pair of senators are introducing a law that would prohibit CFTC-regulated entities like Kalshi and Polymarket from listing contracts related to sporting events on.wsj.com/4brWUzV
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🎉 Telegram has fully repaid the bonds we issued 5 years ago.
💰 Since 2021, we’ve built an innovative monetization strategy and reached profitability in 2024. As a result, our new bond issuance last year was oversubscribed. 💪
🙏 Thank you for your support!
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Mr. Edosa retweetledi
Hyperliquid Annual Report 2025
Today, we're excited to release Hyperliquid's 2025 Annual Report.
What Hyperliquid, the core team, and hundreds of contributors have built this year is largely unprecedented in financial history. This report is our attempt to capture that extraordinary year with the rigor it deserves.
A few months ago, we created HRC because we felt a clear need to reduce information asymmetry and lower entry barriers for new participants through independent research. We hope this report helps do exactly that.
For us, it is a privilege to be part of this ecosystem and to have produced this work. Months of research, data work, debate, and collaboration across Four Pillars, GLC, and all our contributors went into every page. It means a lot to share it today, so please, let us know what you think and how we can improve the reporting going forward.
Enjoy the read. Some excerpts below, with the link to the full PDF.
Hyperliquid.
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@RyanWatkins_ @HyperliquidX The velocity of capital flowing into Hyperliquid's builder codes is telling. When ecosystem participants generate meaningful revenue this quickly, it validates the infrastructure thesis beyond just TVL metrics.
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Hyperliquid's third party ecosystem is now generating ~$100M in run-rate annual revenue.
This is a significant milestone for Hyperliquid and speaks to the compounding impact of all the talent and capital pouring into its builder codes and HIP-3 ecosystem.
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I’ve joined @BNBChain as Head of BD!
BNB was one of the first blockchains I interacted with when I started in crypto. Today, it powers the most active global community of users who transfer stablecoins, use DeFi, invest in tokenized assets, and launch AI agents.
The work is just getting started and I'm excited to continue build on the momentum. We will continue to make BNB the best home for builders and institutions!
DMs are open. If you’re a builder considering BNB Chain, let’s chat. We've got an incredible team here that is ready to help!
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Mr. Edosa retweetledi
Someone borrowed $1 billion, used it to vote themselves the right to rob a protocol, took $182 million and then even returned the billion
In April 2022 an attacker took a $1 billion flash loan from Aave and used the borrowed money to buy enough governance tokens to control Beanstalk's voting system
With 70% of the votes in hand they passed an emergency proposal that contained hidden code to drain every dollar from the protocol into their own wallet
$182 million transferred in a single transaction
Then he repaid the $1 billion loan in the same block because flash loans have to be returned instantly
Profit: $76 million
The protocol's lead dev went on Discord and wrote "We are fucked"
The attacker also sent $250K to a Ukraine donation wallet during the robbery and then laundered everything else through Tornado Cash in 270 transactions
The governance function that made this possible was never audited before it went live
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TRON's tokenomics structure is exactly what makes this expansion logical. Been on calls with builders there - the stability incentives in their model create a better foundation for agentic infrastructure than most realize
TRON DAO@trondao
TRON announced the expansion of its AI Fund from $100 million to $1 billion. The fund will target investments in and acquisitions of early-stage companies building core infrastructure for the agentic economy. The fund will prioritize the development and consolidation of agent identity systems, stablecoin-based payment rails, tokenized real-world assets, and developer tooling for autonomous financial systems. The expansion builds on the fund’s thesis, first outlined in 2023, that AI and blockchain would converge, creating demand for programmable, permissionless financial infrastructure. More details from @Cointelegraph 👇 cointelegraph.com/press-releases…
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This volatility is exhausting 🥲
Markets swinging $3T on unverified claims shows we're in an era of maximum uncertainty
The Kobeissi Letter@KobeissiLetter
This is absolutely insane: At 7:04 AM ET today, President Trump said “the US and Iran have had productive discussions" to end the Iran War. By 7:10 AM ET, the S&P 500 surged +240 points adding +$2 TRILLION in market cap. 27 minutes later, Iran completely denied all of President Trump's claims and said there has been "no contact" with the US. By 8:00 AM ET. the S&P 500 had fallen -120 points erasing -$1 trillion in market cap. That's a $3 TRILLION swing market cap in 56 minutes, just in the S&P 500. What is happening here?
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$1.5B in tokenized commodities tells you everything about where institutional money is quietly moving. The Trump weekend playbook won't hide these shifts - decentralized rails don't close for market hours or political theater.
Coin Bureau@coinbureau
🚨BREAKING: Hyperliquid now trades MORE oil, gold, and silver than crypto. Combined HIP-3 open interest surpassed $1.5 BILLION, an all-time high. The platform is processing more volume in tokenized commodities than digital assets. The 24/7 advantage is pulling volume from traditional exchanges.
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Mr. Edosa retweetledi
The number of active Perp traders has reached an all-time high of 217,786.
The previous all-time high was on November 5, 2025.
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Interesting how Trump makes his geopolitical moves on weekends when markets are closed. Whether it's strategy or coincidence, the timing creates uncertainty that ripples through risk assets and capital flows for days after.
Really shows tokenization importance
The Kobeissi Letter@KobeissiLetter
BREAKING: More details emerge on a potential peace deal between the US and Iran, per Axios. Details include: 1. US officials say there could be "room to negotiate" over returning frozen assets to Iran 2. "They call it reparations. Maybe we call it return of frozen money," the official said 3. US says any deal to end the war would need to include the reopening of the Strait of Hormuz, address Iran's stockpile of highly enriched uranium, and also establish a long-term agreement on Iran's nuclear program, ballistic missiles and support for proxies in the region 4. Iranian demands include a ceasefire, guarantees that the war will not resume in the future, and compensation We expect an eventful week ahead.
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Mr. Edosa retweetledi
The Private Credit Crisis Is Spreading zerohedge.com/markets/privat…
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@KalshiTrade Gold doesn't move at the speed of code. Crypto settles in minutes, crosses borders instantly, and plugs into programmable finance. For builders scaling onchain infrastructure, that composability matters more than tradition
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BREAKING: Bitcoin is once again outperforming gold today
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@NoLimitGains The macro setup hasn't supported risk assets for months. What's interesting now is how institutional allocators will rebalance once volatility settles. Buffet's cash positions finally make sense again
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**IMPORTANT**
The S&P didn’t drop because of the war.
It was going to happen regardless, and the war just accelerated it.
The debt, the overvalued markets, consumers living off credit cards, and private credit defaults hitting levels we haven’t seen since 2008.
The Fed can’t even cut rates, they’re trapped.
The market was broken long before the war even started.
I’ve been saying this for months. Some people listened, but most didn’t.
I’m not saying this to brag. I’m saying it because you deserve to know who you’re actually listening to.
While everyone else was bullish and screaming for higher prices, I wasn’t, because there was absolutely no reason to be bullish.
The people who followed me early and took the warnings seriously are sitting in cash right now, and they’re very happy.
Even better, everything I said turned out to be true. Every stock I said would go up did go up. We didn’t just outperform the S&P, we actually made money during a time when 95% of people were losing money.
Those who didn’t listen will probably panic-sell at the bottom, and I’ll happily buy their discounted shares, just not yet.
I don’t do this for the money. I make enough from my own investments, and I think I’ve already proved that.
Anyway, if you’re new here, don’t worry. I’ll keep sharing everything publicly because I genuinely want you to win.
All I’m asking is that you turn on post notifications so you don’t miss anything important.
On another note, enjoy your weekend.
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Solid Monte Carlo framework.
One thing I'd layer in: event frequency & position size as variables. When I ran regression on orderbook depth, bet sizing had higher feature importance than edge itself - liquidity constraints change everything.
0xRicker@0xRicker
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