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7.2K posts
we’re currently in a good market environment but there’s no catalyst to lead the bull market
clarity act is not a catalyst
hyperliquid is not a catalyst
these are already consensus information slop shilled by almost everyone here
ai is already a consensus trade when it it’s about data centers, gpus, ai agents stuffs of that nature because most of it’s liquidity ended up in stock market
crypto had a fair share of ai meta but agents in a new forms will be seen in new light like what’s happening with venice and milady being built by elizaos
ai is currently the only sector that is not a consensus trade in crypto because everyone pivoted to stocks which performed better but they will be a time liquidity rotation will happen and it flows back to crypto which mostly will be ai
hyperliquid and solana will still perform well but maybe not as much as people are expecting it to be
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s retweetledi
huge problem with crypto is that every startup thinks about global market as first target
there’re local, national and continental markets before global markets
winning in the first two gets you global markets awareness and winning in continental gets you global market share
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@satsbased that would limit the potential though, wouldn't it?
i'm building something based on the general societal trend that i've identified
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clarity act is already in place and this why coinbase moved with circle usdc with hyperliquid
coinbase figured they will no not win the perp market or even have a share in perp market
they’re leveraging their losses in perp market share to bet on the leading winner which is hyperliquid
clarity act gives hyperliquid gets easy access to usa market the wealthiest market to a 24/7 market
hyperliquid will start building consumer app for usa or this will be what coinbase will pivot its perp consumer market by building its perp exchange on hyperliquid
Brian Armstrong@brian_armstrong
USDC is becoming the standard across crypto markets. Coinbase is deploying USDC on @HyperliquidX to help grow the ecosystem and scale how capital moves. Hyperliquid.
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If you can't offer more than just capital, one day you will get replaced by Me and other creators that will enter venture and crush it.
Anjney Midha@AnjneyMidha
a lot of VCs have lost touch with the youths and its starting to show i mean i'm lame and uncool too but gosh the tone deafness is next level
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When I write that check I expect you to tap me in as an SDR, recruiter, fundraiser and whatever else I need to do.
Harry Stebbings@HarryStebbings
I have one simple rule when I invest in a company. Post investment, I work for the founder and the company. Whatever they need, I work for them. When @MaxJunestrand called and said, come open the London office with @KanishkaNarayan. Done deal baby! 👇
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s retweetledi
Watch a team of humanoid robots running a full 8-hr shift at human performance levels. This is fully autonomous running Helix-02 x.com/i/broadcasts/1…
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it took a bit of time but already saw this happening months ago
for solana to own a fair share of internet capital markets they must own a perp exchange
solana is launching perps @perps
s@satsbased
hyperliquid’s biggest competition won’t be another just a perps dex but perp dex built by solana blockchains are moving beyond just settlement layers. they’re starting to own the entire trading stack. solana is building as the future of nasdaq and that’s replacing, emini futures market, options, spots and fx and all trading engines. we’re watching the rise of chain-native perps: not apps on top of chains but perps that are part of the chain itself. tokenization is the key. chains can now tokenize real world and onchain assets and plug them directly into perpetual markets. this changes the game: lower latency deeper liquidity better user experience native risk engines solana is perfectly positioned for this. high throughput, low fees, and already strong defi and memecoin volume which is owning retail. don’t be surprised if solana launches its own native perp engine the future of trading isn’t just exchanges. it’s blockchains becoming the exchange.
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