David Schamis

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David Schamis

David Schamis

@dschamis

Founding Partner & CIO - Atlas Merchant Capital CEO - Hyperliquid Strategies Inc - @HypeStrat Board of Trustees - Village of Sands Point

Sands Point, NY Katılım Nisan 2009
2.8K Takip Edilen5.5K Takipçiler
David Schamis
David Schamis@dschamis·
This is an amazing stat. We've been saying for a while that Hyperliquid is where RWAs are going to come on chain first - but I'm not sure I would've predicted this by March 2026. Hyperliquid @HypeStrat @HyperliquidX
THE SHORT BEAR@TheShortBear

Hyperliquid now trades more oil, gold, and silver than crypto. People will eventually start to realize crypto isn’t about crypto but about offering a more realistic and efficient infrastructure for any type of exchange. That goes from proof, reputation and alike to trading, real world assets and more. Hyperliquid is killing it. Look at that chart, green in a see of red.

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David Schamis
David Schamis@dschamis·
When we announced Hyperliquid Strategies last July, HYPE was ~$46. Today it's ~$42; $PURR closed above $6.25 — the original deal price. Since our $888M deal, HYPE is down ~9%. But every investor in our deal — whether they contributed cash or HYPE — has outperformed simply holding or buying HYPE. Cash investors: better off than buying HYPE at $46. HYPE investors: better off than just holding. Public market treasury strategy, working as designed. @HyperliquidX @HypeStrat @rediamondjr @matthuang
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David Schamis
David Schamis@dschamis·
@skittlewood I'll be there and happy to talk, though I will warn you that people have approached us about options strategies and they all boil down to us selling puts or calls at an implied vol of 70-90, on an underlying token with an imp vol of ~130. Better ideas are defintely welcome.
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sk1337les.hl
sk1337les.hl@skittlewood·
@dschamis Good stuff. Will you be around NYC for DAS? I'm sure you're well covered but would love to meet and chat on options strats. Cheers
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David Schamis
David Schamis@dschamis·
This is a really great affirmation from one of the pillars of the financial system. Amazing work by @tradexyz and @sershokunin Hyperliquid @HypeStrat @HyperliquidX $PURR
trade.xyz@tradexyz

S&P Dow Jones Indices and trade[XYZ] have joined forces to launch the first official S&P 500 perpetual contract, available exclusively on Hyperliquid. For 69 years, the S&P 500 has been a defining reference point for global finance. Until now, access to that benchmark has been shaped by market hours, intermediaries, and geography. Today, that changes. The S&P 500 perp is now available 24/7/365, anchored by the official index data required for deep liquidity and institutional confidence at scale.  SPDJI helped define modern indexing. They are stewards of an iconic benchmark, the standard against which portfolios across the globe are measured. We are honored to bring that legacy on-chain. Trade[XYZ] is bringing the world's most iconic assets towards a future of global, continuous markets — a future powered by Hyperliquid.

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David Schamis
David Schamis@dschamis·
This is very well said
Ryan Watkins@RyanWatkins_

Perps eating global financial markets is the highest conviction thesis I’ve had in my 4 years since starting Syncracy. If we’re right, the sector could produce $350B+ in value over the next 5 years, with the winning chain becoming one of the largest platforms in global finance. As shared in our OG Hyperliquid thesis released over a year ago, we believe $HYPE is the fastest horse in this race. While many skeptics view platforms like Hyperliquid as products of regulatory arbitrage, over time we believe they will come to be understood as a fundamental transformation of the global trading stack. What was once a fragmented world of brokers, exchanges, clearinghouses, among other intermediaries, is giving way to integrated trading systems that are continuously margined, atomically settled, globally accessible, and permissionless to build on. The case isn’t just theoretical as early signs of disruption are already visible in the data. In the early months of perps’ “real world asset” expansion they’re already impacting global financial markets — most recently functioning as a price discovery engine on weekends for oil during the Iran conflict. We believe this is only the beginning and that perps will absorb an increasing share of leveraged directional trading that today lives in retail options, CFDs, and fixed-tenor futures. Even low single-digit penetration of these markets could produce dramatic outcomes for the sector. In parallel, it remains under-appreciated how quickly DEXs like Hyperliquid have emerged as leaders in equity and commodity perps. Should DEXs continue scaling these markets, it will accelerate their share gains from the likes of Binance and Coinbase while also positioning them to challenge legacy derivatives venues such as CME, who will struggle to compete due to regulatory and architectural incompatibilities. Finally, as decentralized venues lead the growth of perps, we believe they will also expand into adjacent categories. Perps are the hardest product to nail on blockchains and once a blockchain can successfully host perps it naturally starts to aggregate other crypto use cases as a byproduct. We are already seeing early evidence of this with Hyperliquid’s expansion into spot trading and stablecoins, and soon prediction markets and options. It’s in this sense that perpetual DEXs are also Trojan horses for the financial platform of the future. —— Enjoyed writing this one with @defi_monk who was the first sell-side analyst to cover Hyperliquid in summer 2024 and among the leading thinkers on the sector. Hope you all enjoy what is a very detailed and data-driven piece that was a long time in the making.

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David Schamis
David Schamis@dschamis·
Am I wrong to think that this is a pretty grim name to give this thing that sits in the middle of a campus of a major university? I would either hide it away somewhere or give it a different name. @Cornell
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Richard Kent
Richard Kent@Richard37215662·
For those who watched Yale-Cornell, how freaking good is Yale, James Jones and Isaac Celiscar, who will play in the NBA. A Miye Oni clone. If Yale found itself in the Big East, it could certainly finish in the range of 3-5. I have this debate with my UConn friends and they are now believers. No NIL. No rev share, but a 40 year degree of huge $$$ value.
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David Schamis retweetledi
WSJ Markets
WSJ Markets@WSJmarkets·
A new generation of investors isn’t waiting for traditional markets to open. They are piling into bets that give them the 24/7 advantage. on.wsj.com/3P6GAvG
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Leo.hl
Leo.hl@leo_build_hl·
$HYPE holders are the most underrated community in crypto. If you're holding, drop a comment — I want to follow you.
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Cathryn
Cathryn@cathrynlavery·
Openclaw is incredible 🦞 ...But also it'll build you a website and then the next day gaslight you into thinking it never existed and you must have imagined it.
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Keşfet

@HypeStrat @HyperliquidX @CRHFootball @UChicagoFB @ben_walsh15 @markemurphy1 @rediamondjr @matthuang