
Russel
159 posts



SCOOP: @Binance CMO Rachel Conlan is leaving the company on June 15 after three years, a week after joining us at Consensus 2026 in Miami. Former Trust Wallet CEO @EowynChen steps in as interim CMO, @ianallison23 reports. She was on stage at @consensus2026 last week. Here's what she said:



@mrlatov Thanks Russel, I'll DM you about the issue you've faced

Nobody asked me to post this. I'm part of this community too and I wanted to give a clear update because I saw the questions and tweets. As I mentioned, there are real legal constraints on this topic that's not going away. But the one thing the community needed to hear is whether TWT's roadmap is abandoned. It's not. Work is active. I just wish the focus was more on what's being built and less on price charts. The product is shipping faster than ever. Instead of people FUDDING their own bags, give us feedback instead on product improvements and that's on us to action it.



@cz_binance Am I still asleep or did I just see cz shill a Hyperliquid feature?


There’s a rule in the crypto world: if @cz_binance (or another major crypto influencer) has written about your project, but your chart hasn’t Rocket 🚀 , then: 1) the team is dumping the token 2) no one believes the influencer or the @trustwallet team anymore 3) everyone is waiting for a catch with the project 4) the team itself doesn’t believe in the project 5) … add your own option. I really don’t understand what’s wrong with @felix_fan … why the token crashed by -80%, the team has distanced itself from its own community on CT (Felix and Pav unfollowed), remains silent about where the revenues are going (even though they boast of the largest users everywhere), has disabled on-chain data transparency, and constantly ignores the elephant in the room. What about Roadmap 2026? Where is $TWT integration?


说下 PerpDEX 的第二阶段行情,第一阶段是 hyperliquid 的破圈和财富效应带来的效仿,比如lighter 、aster 、edgex 这些,但真正的竞争来自二段,尚未开始,以什么形式尚不可知。 但随着 Trust Wallet 集成 Hyperliquid ,可以预见未来入口层是 PerpDEX 竞争的关键 这里先说下Hype的一个标志性事件 就是真的有很多圈外人第一次进入币圈就是用Hyperliquid去炒原油合约,规模不大但意义巨大,但圈外直接使用hype存在一些门槛路径的限制,但如果是钱包呢 因为钱包这个产品经过这么多年的发展,产品已经高度优化简易了,圈外人入圈也基本都要用钱包,Trust Wallet直接集成了Hyperliquid,就可以直接通过钱包去交易原油合约,使用路径大幅缩短 我的判断就是,未来的PerpDEX战争,一个核心方向就是,从DEX本身转移到入口层,从链上转移到手机里 Trust Wallet 这次把 Hyperliquid + Aster 一起集成,我认为是个非常强的信号 一个钱包里,同时有: Hyperliquid 的深度流动性 原油等真实商品永续市场 Aster 的 200 倍杠杆玩法 移动端直接操作体验 原本你需要来回切3个入口,甚至电脑和手机端的切换,现在一个钱包入口就能满足,这是体验范式变化 这里可能会有一个新的问题,如果Hyperliquid直接做移动端呢,这个入口逻辑是否失效? 首先一家hyperliquid不可能满足所有市场需求,这也是竞品存在的原因,未来大概率是hyperliquid主导+多PerpDEX对应多样化需求,就跟现在CEX一样,币安主导CEX,但不妨碍OKX、CB的独特优势 只要是一超多强的格局,钱包的兼容统一入口的逻辑就在 另外,在强的交易所,也需要新的入口,Trust Wallet本身数百万级钱包用户触达,移动端天然流量,用户资产原地转化交易用户,hype就算自己做了移动端,跟Trust Wallet并不存在冲突,而是互补 本质上hyperliquid这些是做流动性产品,Trust Wallet是做分发,是强互补关系 这里我还要说一个我的判断,钱包的终局不是存币工具,钱包终局是个人链上金融操作系统,这个跟机场类似,hyperliquid、aster、lighter、edgex这些是航空公司,未来肯定会有更多航空公司,DEX拼命卷服务、卷价格、卷路线,而钱包像机场:飞机来来去去,机场永远赚钱,Trust Wallet 这次做的,就是机场生意 未来随着PerpDEX的发展,钱包作为PerpDEX的核心入口层这是必然的,PerpDEX卷的是流动性优势和新资产合约的挖掘,Trust Wallet卷的是最优的C端服务,给PerpDEX做流动性分发,因为这是最优路径和资本效率 所以切入Trust Wallet的视角,PerpDEX战争并不是Hyperliquid 会不会干翻 Aster这些问题,而是行业分工化趋势,这个分工化就是流动性基建和C端分发,Trust Wallet走的就是PerpDEXC端分发,掐住这个核心入口价值


Our CEO @felix_fan dropping alpha at the Mastercard Crypto Day at Paris Blockchain Week. Something’s cooking 👀

This is the story of Hyperliquid, the most profitable startup per employee on earth, told from a guarded office in Singapore. Last year, its team of 11 generated $900 million in profit. It's 3 years old, has never taken a dollar of venture capital, and is beginning to change how century-old markets work. Its founder, Jeffrey Yan (@chameleon_jeff), had never taken a physics class when he picked up a textbook at 16. Two years later, he won gold at the International Physics Olympiad. In 2019, he started trading with $10,000 from a living room in Puerto Rico—working off a television because he didn't own a monitor. Within 3 years, he was running one of the largest anonymous crypto trading firms. Then he shut it down. Yan was rich and free, but he had spent years inside crypto, watching it betray itself. Bitcoin's central premise was decentralization. Yet the biggest exchanges were centralized. Crypto kept reintroducing the dependence on trust it was built to eliminate. He set out to create what should have existed. Hyperliquid is a blockchain with a trading exchange on top, and anyone can build on it. Yan's vision is to house all of finance. In 3 years, it has done over $4 trillion in volume. And in the past few months, it has begun to outgrow crypto. Markets for oil, silver, and the S&P 500 now trade on Hyperliquid around the clock, weekends included, and are growing roughly 40% week on week. When the US and Israel bombed Iran on a Saturday in February, Hyperliquid was the venue traders turned to. Hyperliquid's success has cost Yan his freedom. He works out of a secret office in Singapore and cannot travel without two bodyguards. Even the team's housekeeper doesn't know what they do. In January, @domcooke spent a week at their office. Read his profile on Yan and @HyperliquidX below.







A note on TWT: Building in crypto means navigating a tension most projects won't admit exists: between what you want to say and what you're legally permitted to say about tokens. The facts haven't changed: the roadmap is being executed, development is active, and the product has 220M downloads with over $1B in monthly swap volume. We're going to keep the community updated within the lines we operate in. When we speak, it'll be substance. Keep building ⚒️

@pavlitosy4 @opachyy @pavlitosy4 Legal constraints on public token statements are real, every serious project navigates this. The product has evolved in 3 months more than it did in a year. That's the answer.

