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1st spaces ever with jeff.hl recorded Jan 6th 2023, when Hyperliquid was in testnet 00:00 Banter 07:35 Jeff introduces himself as HL founder, background in market making 11:08 FTX implosion was the defining moment to build trustless platform 13:40 Why order books over AMMs and hybrid models like GMX... show more

Rekt Gang

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E95: Hyperliquid : How to Win in Crypto (By building for users, not VCs) jeff.hl (aka "Jeff Basedzos") is the CoFounder & CEO of Hyperliquid Labs, the Company behind Hyperliquid Hyperliquid is one of the most hyped L1s, includes a decentralized perpetual exchange with more than $1.5 Billion in daily trading volume, and aspires to become "the AWS of Liquidity" Timestamps 0:00 Intro 2:25 Hyperliquid's Unique Vision 5:32 From Top10 MM to Hyperliquid 9:55 Improving DeFi UX 12:12 Speculation vs. Value 14:02 Is Jeff Autistic? 16:29 Impact 19:26 Hyperliquid Unique VP 21:58 Why Jeff can't retire early 23:25 Building hard things 26:34 Why is Jeff doing Crypto? 31:00 Purpose 33:40 The Hyperliquid Mum's Test 36:02 The Community at the center 42:43 Scams 46:59 Rewarding Real Innovation in Crypto 50:36 The JEFF BEZOS of Crypto MEME 55:40 AWS of Liquidity 59:09 Empires to be built on Builders code 1:02:17 Hyperliquid’s Role in Cryptos Future 1:05:19 Non-Consensus Beliefs 1:07:00 Taking Things Less Personally

E95: Hyperliquid : How to Win in Crypto (By building for users, not VCs) jeff.hl (aka "Jeff Basedzos") is the CoFounder & CEO of Hyperliquid Labs, the Company behind Hyperliquid Hyperliquid is one of the most hyped L1s, includes a decentralized perpetual exchange with more than $1.5 Billion in daily trading volume, and aspires to become "the AWS of Liquidity" Timestamps 0:00 Intro 2:25 Hyperliquid's Unique Vision 5:32 From Top10 MM to Hyperliquid 9:55 Improving DeFi UX 12:12 Speculation vs. Value 14:02 Is Jeff Autistic? 16:29 Impact 19:26 Hyperliquid Unique VP 21:58 Why Jeff can't retire early 23:25 Building hard things 26:34 Why is Jeff doing Crypto? 31:00 Purpose 33:40 The Hyperliquid Mum's Test 36:02 The Community at the center 42:43 Scams 46:59 Rewarding Real Innovation in Crypto 50:36 The JEFF BEZOS of Crypto MEME 55:40 AWS of Liquidity 59:09 Empires to be built on Builders code 1:02:17 Hyperliquid’s Role in Cryptos Future 1:05:19 Non-Consensus Beliefs 1:07:00 Taking Things Less Personally

MR SHIFT 🦁

643,840 görüntüleme • 1 yıl önce

E159: Hyperliquid: Housing all of Finance jeff.hl came back on the When Shift Happens Podcast to talk about the Hyperliquid journey since the TGE and what the future holds for one of the most loved and prolific protocols in the space Hyperliquid Timestamps 0:00 Intro 2:01 Singapore 2:27 Reminiscing on the Token Launch 5:00 Was This Scale Of Wealth Expected? 6:28 Doing The Right Thing In Crypto 9:07 The Responsibility that comes with Billions of $ 11:10 Jupiter KAST 11:51 Bringing Hyperliquid to the masses 15:21 Pre TGE and Post TGE: Operational difference 20:13 Choices on what to build Internally vs Externally 22:05 How to build a reliable team 24:51 Did the Team celebrate the HYPE wealth Generation event? 26:45 How to test talents for High Integrity 28:31 How much does the Hyperliquid team sleep? 30:05 Employee Vesting Fears 31:41 Dealing with FUD 32:28 How Does Jeff Personally Handle FUD 35:02 Token "Buybacks" critics 37:20 Why Hyperliquid can't have Discretionary "Buybacks" 39:04 HyperEVM, explained Simply 40:00 Paradex Zodl (fka Zashi) 40:41 HyperEVM: Success so Far? 44:05 HIP-3, explained Simply 47:44 What makes Hyperliquid's approach different 48:19 Why Should People Care? 51:33 Bring All Finance On Chain 52:08 Why Is The Hyperliquid Approach Better? 53:47 Key Numbers showing that Hyperliquid Is Doing it right 59:01 What Has the Unit team demonstrated with spot trading on Hyperliquid in 2025 1:03:29 HIP-4: Outcome Markets 1:08:01 Trezor Sui 1:08:58 What does "Housing All Of Finance" mean? 1:10:51 Why Hyperliquid is not a crypto company 1:12:23 Why Does Hyperliquid have A Stablecoin USDH (Native Markets) 1:14:39 What Is Kinetiq & Why Does It Matter? 1:16:15 Why Is What HyperLend Is Building Important For HyperLiquid 1:23:39 Where did Fairness cost the most? 1:24:47 What should Hyperliquid be Remembered for? 1:25:24 Why should people stay in Crypto when there's an AI brain drain? 1:28:10 Closing Thoughts

E159: Hyperliquid: Housing all of Finance jeff.hl came back on the When Shift Happens Podcast to talk about the Hyperliquid journey since the TGE and what the future holds for one of the most loved and prolific protocols in the space Hyperliquid Timestamps 0:00 Intro 2:01 Singapore 2:27 Reminiscing on the Token Launch 5:00 Was This Scale Of Wealth Expected? 6:28 Doing The Right Thing In Crypto 9:07 The Responsibility that comes with Billions of $ 11:10 Jupiter KAST 11:51 Bringing Hyperliquid to the masses 15:21 Pre TGE and Post TGE: Operational difference 20:13 Choices on what to build Internally vs Externally 22:05 How to build a reliable team 24:51 Did the Team celebrate the HYPE wealth Generation event? 26:45 How to test talents for High Integrity 28:31 How much does the Hyperliquid team sleep? 30:05 Employee Vesting Fears 31:41 Dealing with FUD 32:28 How Does Jeff Personally Handle FUD 35:02 Token "Buybacks" critics 37:20 Why Hyperliquid can't have Discretionary "Buybacks" 39:04 HyperEVM, explained Simply 40:00 Paradex Zodl (fka Zashi) 40:41 HyperEVM: Success so Far? 44:05 HIP-3, explained Simply 47:44 What makes Hyperliquid's approach different 48:19 Why Should People Care? 51:33 Bring All Finance On Chain 52:08 Why Is The Hyperliquid Approach Better? 53:47 Key Numbers showing that Hyperliquid Is Doing it right 59:01 What Has the Unit team demonstrated with spot trading on Hyperliquid in 2025 1:03:29 HIP-4: Outcome Markets 1:08:01 Trezor Sui 1:08:58 What does "Housing All Of Finance" mean? 1:10:51 Why Hyperliquid is not a crypto company 1:12:23 Why Does Hyperliquid have A Stablecoin USDH (Native Markets) 1:14:39 What Is Kinetiq & Why Does It Matter? 1:16:15 Why Is What HyperLend Is Building Important For HyperLiquid 1:23:39 Where did Fairness cost the most? 1:24:47 What should Hyperliquid be Remembered for? 1:25:24 Why should people stay in Crypto when there's an AI brain drain? 1:28:10 Closing Thoughts

MR SHIFT 🦁

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🎙 The Sujal Show Ep. 11: Arthur Hayes “Why I’m Betting Big on Hyperliquid (Over Bitcoin)” The man behind BitMEX, Arthur Hayes, reveals why 90% of traders lose money, says decentralization is “mostly marketing,” why he’s all-in on Hyperliquid & Zcash, 3 altcoins, & gives his 2028 election thesis and how it will affect Bitcoin. We Discussed on The Sujal Show: - The 2017 moment BitMEX started printing real money - Why insider trading should be legal - Why 90% of traders lose money (90/10 rule of trading) - How to build wealth in crypto - His $150 price target for Hyperliquid by end of August - Why Hyperliquid could become the largest exchange in the world - His take on Gracy Chen's "Hyperliquid is centralized" claim - Narrative that will make stupid money - His portfolio revealed - The timeline for Bitcoin to hit $500k (gave a specific year) - Why Ethereum is still the best L1 - Zcash to $2,000–$3,000? & 10% Of Bitcoin His privacy thesis - 3 coins to outperform Bitcoin TIMESTAMPS 00:00 Intro 02:08 How to Get Rich in Crypto Without Gambling 03:30 Why 90% of Traders Lose Money 05:32 Will AI Replace 99% of Traders? 06:23 How Salaried People Should Build Wealth in Crypto 07:25 Arthur Hayes’ Current Portfolio 07:35 Is Ethereum Still a Long-Term Bet? 08:19 Zcash to $2,000–$3,000? 09:09 Can Quantum Computing Threaten Bitcoin & Zcash? 09:42 Hyperliquid Price Prediction 10:14 How Big Can Hyperliquid Become? 11:05 Is Hyperliquid Really Decentralized? 13:11 Is Bitcoin Truly Decentralized? 13:50 Has Bitcoin Bottomed Already? 14:47 Bitcoin Future Prediction 16:34 Should Insider Trading Be Legal? 17:37 Would Legal Insider Trading Make Markets More Manipulative? 19:25 The Sujal Show Prediction Round 23:59 Is Trump Good or Bad for Crypto? 25:22 Advice for the Younger Generation From Citibank fired to crypto billionaire. His trading psychology will good for to recover loss Watch now 👇

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🚨 New Proof of Vision episode for you folks today: In our 27th PoV episode, our Director of Protocol Services, Kirk, had on Sehaj, Co-Founder of Avantis Avantis is an advanced onchain exchange for cross-asset leverage, where users can long or short synthetic crypto, forex, and commodities or provide liquidity to power these markets. In this episode, we discussed the CEX vs DEX paradigm shift, how Avantis differentiates itself from Hyperliquid, the role of AMMs in scaling new asset classes, what’s next on their roadmap and more. Have a listen 👇 ⏲ Timestamps: 00:00 - Intro 02:29 - Sehaj Background 05:40 - CEX vs DEX: the future belongs onchain 08:20 - Not competing with Hyperliquid (different markets) 11:07 - Should you expect tokenized SPX onchain? 12:38 - Avantis System Explained 16:57 - Avantis & Its Funding Model 18:13 - Avantis Oracle Structure 22:03 - How Avantis Tracks Traders 25:18 - What is Positive Slippage? 27:15 - How Avantis Runs on No Fees 30:08 - Avantis Goes After Growth 31:30 - Avantis and Omni Chain Environments 34:58 - What Comes Next On Avantis? 37:06 - Avantis and Tokens

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What if a crypto balance sheet was not just sitting there? What if it could become a growth engine? hyunsu.hl explains why Hyperion is building beyond the treasury model and how DeFi monetization, staking, and validator economics could create a new kind of public market company. Here’s my conversation with Hyunsu Jung. Timestamps: 0:00 - Why Hyperion DeFi is not just another crypto treasury 1:22 - Why Hyperliquid created a new kind of public company 3:03 - Hyunsu Jung’s background before Hyperion 5:31 - What most people still miss about DeFi monetization 7:30 - Why Hyperliquid is becoming a serious trading venue 9:21 - Breaking down the triple dip strategy 12:08 - The five revenue streams behind Hyperion 15:11 - How off chain capital connects to on chain DeFi 16:23 - The profit model and why execution matters 19:25 - What makes Hyperion different from MicroStrategy 21:04 - Why Hyperliquid’s numbers are hard to ignore 24:25 - Why traditional traders are paying attention now 28:06 - How investors can access Hyperion DeFi through public markets 30:07 - The Inovia pivot and the investors behind Hyperion 32:53 - What could break the model and how risk is managed 35:20 - Why Hyperion is all in on Hyperliquid 37:39 - HIP4, new market structures, and what comes next 39:47 - Inside the team building Hyperion 41:04 - Will more DATs launch on Hyperliquid 43:57 - Lightning round on HYPE, DeFi, and real alpha 47:13 - Hyunsu Jung on meaning, leadership, and building at the right time Watch the full video on YouTube: #HyunsuJung #ConstantinKogan #HyperionDeFi #Hyperliquid #DeFi #Crypto #PublicMarkets #DigitalAssetTreasury #HYPE #Blockchain #HolisticInvestments

What if a crypto balance sheet was not just sitting there? What if it could become a growth engine? hyunsu.hl explains why Hyperion is building beyond the treasury model and how DeFi monetization, staking, and validator economics could create a new kind of public market company. Here’s my conversation with Hyunsu Jung. Timestamps: 0:00 - Why Hyperion DeFi is not just another crypto treasury 1:22 - Why Hyperliquid created a new kind of public company 3:03 - Hyunsu Jung’s background before Hyperion 5:31 - What most people still miss about DeFi monetization 7:30 - Why Hyperliquid is becoming a serious trading venue 9:21 - Breaking down the triple dip strategy 12:08 - The five revenue streams behind Hyperion 15:11 - How off chain capital connects to on chain DeFi 16:23 - The profit model and why execution matters 19:25 - What makes Hyperion different from MicroStrategy 21:04 - Why Hyperliquid’s numbers are hard to ignore 24:25 - Why traditional traders are paying attention now 28:06 - How investors can access Hyperion DeFi through public markets 30:07 - The Inovia pivot and the investors behind Hyperion 32:53 - What could break the model and how risk is managed 35:20 - Why Hyperion is all in on Hyperliquid 37:39 - HIP4, new market structures, and what comes next 39:47 - Inside the team building Hyperion 41:04 - Will more DATs launch on Hyperliquid 43:57 - Lightning round on HYPE, DeFi, and real alpha 47:13 - Hyunsu Jung on meaning, leadership, and building at the right time Watch the full video on YouTube: #HyunsuJung #ConstantinKogan #HyperionDeFi #Hyperliquid #DeFi #Crypto #PublicMarkets #DigitalAssetTreasury #HYPE #Blockchain #HolisticInvestments

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"You just can't build a slow, expensive blockchain anymore." Solana founder toly 🇺🇸 built a $47 billion network from an idea he couldn't sleep on. Two coffees and a beer at Cafe du Soleil in 2017, and he was up until 4 a.m., figuring out how to use proof of work to measure time. His parents escaped the USSR in the 90s with $50 to their name and landed in Chicago in their 40s. His mom was a pianist. His dad was a civil engineer who took blue-collar roofing jobs while getting his electrician certificates. His son did the circuit analysis homework for him. That 4 a.m. idea became proof of history, the core mechanism behind Solana. In this episode: 00:00:00 Trailer 00:01:06 Intro 00:01:17 Growing up in the Soviet Union 00:04:02 Immigrating to the United States 00:07:34 Career dreams and studying computer science 00:09:47 First startup and early lessons 00:11:19 13 years at Qualcomm 00:22:32 Meeting Raj and founding Solana 00:26:44 Fundraising and early investors 00:28:41 Surviving the FTX collapse 00:40:19 Solana's mission and impact 00:43:54 Using AI to run side projects 00:49:39 Hardest decisions as a leader 00:52:51 Outlook on crypto and Solana's future 00:59:22 Twitter, being public, and politics 01:05:52 Beliefs on human nature and life philosophy 01:09:34 Outro Full episode:

"You just can't build a slow, expensive blockchain anymore." Solana founder toly 🇺🇸 built a $47 billion network from an idea he couldn't sleep on. Two coffees and a beer at Cafe du Soleil in 2017, and he was up until 4 a.m., figuring out how to use proof of work to measure time. His parents escaped the USSR in the 90s with $50 to their name and landed in Chicago in their 40s. His mom was a pianist. His dad was a civil engineer who took blue-collar roofing jobs while getting his electrician certificates. His son did the circuit analysis homework for him. That 4 a.m. idea became proof of history, the core mechanism behind Solana. In this episode: 00:00:00 Trailer 00:01:06 Intro 00:01:17 Growing up in the Soviet Union 00:04:02 Immigrating to the United States 00:07:34 Career dreams and studying computer science 00:09:47 First startup and early lessons 00:11:19 13 years at Qualcomm 00:22:32 Meeting Raj and founding Solana 00:26:44 Fundraising and early investors 00:28:41 Surviving the FTX collapse 00:40:19 Solana's mission and impact 00:43:54 Using AI to run side projects 00:49:39 Hardest decisions as a leader 00:52:51 Outlook on crypto and Solana's future 00:59:22 Twitter, being public, and politics 01:05:52 Beliefs on human nature and life philosophy 01:09:34 Outro Full episode:

luba yudasina

256,492 görüntüleme • 18 gün önce

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DROPS E10: Hana : Building the Tiktok of crypto Hana is the Founder of Hana Network, a P2P marketplace, complete with casual earning, live social tipping, and on/off ramp - built on the top of Hyperlquid Timestamps 00:00 – Intro 01:37 – Welcome to DROPS 02:14 – Who is Hana? 05:08 – TikTok of Crypto 08:09 – Leaving University for Crypto 11:51 – Crypto Barriers in Japan 16:07 – Starting Hana in Dubai 18:09 – What Are “Why Now” Moments? 20:52 – Why the Privacy Layer Didn’t Work 24:43 – When Vision Meets Real Users 26:30 – What Crypto Users Really Want 28:08 – What is Hana Network? 31:36 – Crypto Made Easy and Fun 33:42 – Financial Tools Disguised as Content 36:11 – Crypto Without Wallet Headaches 37:44 – Crypto That Feels Like a Game 40:40 – Crypto’s Future Is Hyperlocal 43:40 – Why Creators Are Leaving TikTok 45:24 – Building on Hyperliquid - the CEX killer 47:00 – If Hana Network Was a Game Character 49:01 – This Is the Year It Happens

MR SHIFT 🦁

71,560 görüntüleme • 1 yıl önce

The alpha is not on Twitter, and most things in crypto will go to zero. Also, AI is gonna cook us. @countersignalpd episode 3 with my friend Addison, an acquired crypto founder & MIT student Timestamps: 0:00 Intro 0:38 Addison Origin Story 2:45 Founding Thunderhead at 16 13:45 Early to Hyperliquid in 2023 15:32 Why do high caliber people go to crypto... 17:01 Valantis Labs Acquisition of Thunderhead 22:08 Value creation in speculation as the world becomes more hopeless 26:29 How to not get cooked in the future 27:28 The alpha is NOT on Twitter, it's in... 30:23 Build generational wealth in the next 5-10 years or get cooked by AI 32:58 Media will become increasingly important 34:35 AI bubble vs crypto bubble 37:09 What isn't going to go to 0 in crypto? 45:45 Value creation outside of tech 48:28 Why not dropout of college?

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sracha

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This is not Meta In this episode of Deeply Intents (🎙️,🎧) I chat with ceteris, Head of Research at Delphi. This episode provides an essential perspective on how to survive and thrive over multi-year cycles. In this episode we discuss: - Do cycles still exist? - Meta games & how they work - Onboarding into crypto - Not enough of the right infra - Solana (You eat what you kill) - How to survive – building, investing, or trading Timestamps 0:00 - Welcome to CT 7:22 - Unique perspectives on infrastructure 13:48 - Do cycles still exist? 17:59 - Few assets do well 23:28 - DeFi summer cycle was different 28:02 - Early in a new meta 29:47 - Onboarding into crypto 33:43 - Privacy as a king maker 37:19 - Capital formation use case 42:24 - Too much of the wrong infra 47:08 - New things take time to build 49:43 - Rollup specialization 51:16 - Why build on Solana? 53:32 - RWA issuance is a weird narrative 57:05 - Prop AMMs, BAM, ACE, MCP, Firedancer 1:00:53 - You eat what you kill 1:04:19 - Prediction markets and sports betting 1:09:38 - The whole world is becoming financialized 1:13:00 - Investing in bid ideas 1:19:07 - How to survive? Don't blow up! 1:26:12 - Try things out 1:27:38 - Shitposting on CT

This is not Meta In this episode of Deeply Intents (🎙️,🎧) I chat with ceteris, Head of Research at Delphi. This episode provides an essential perspective on how to survive and thrive over multi-year cycles. In this episode we discuss: - Do cycles still exist? - Meta games & how they work - Onboarding into crypto - Not enough of the right infra - Solana (You eat what you kill) - How to survive – building, investing, or trading Timestamps 0:00 - Welcome to CT 7:22 - Unique perspectives on infrastructure 13:48 - Do cycles still exist? 17:59 - Few assets do well 23:28 - DeFi summer cycle was different 28:02 - Early in a new meta 29:47 - Onboarding into crypto 33:43 - Privacy as a king maker 37:19 - Capital formation use case 42:24 - Too much of the wrong infra 47:08 - New things take time to build 49:43 - Rollup specialization 51:16 - Why build on Solana? 53:32 - RWA issuance is a weird narrative 57:05 - Prop AMMs, BAM, ACE, MCP, Firedancer 1:00:53 - You eat what you kill 1:04:19 - Prediction markets and sports betting 1:09:38 - The whole world is becoming financialized 1:13:00 - Investing in bid ideas 1:19:07 - How to survive? Don't blow up! 1:26:12 - Try things out 1:27:38 - Shitposting on CT

apriori

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ON FRIDAY, 𝕏 MEDIA LEAD ENGINEER Mark Kalman met with us in 𝕏 Spaces to discuss upcoming features for Spaces and Live. Mark also took feedback and questions from Hosts and Creators on the platform. Below is a SuperCut video of our Space with key point timestamps. Enjoy! No other platform engages with creators and users like 𝕏 does! 00:08 Intro to Mark Kalman 01:49 Elon Musk's Upcoming Video Space With Gad Saad 07:36 𝕏 Live Concurrent Viewer Analytics & Subscriptions Gifting? 10:19 Live Chat & SuperChats for Spaces? 13:52 Live Chat & Spaces Chat UI? 18:18 The "Speakers Can't Hear Each Other Bug" Happens to Mark -LoL 20:05 Collective Vision For 𝕏 Spaces 22:00 Spaces Posts Timeline Ranking, Visibility, & Spaces Links Being Penalized by the "Algo" 31:48 Spaces Speaker Invite Remain Visible? & Spaces "Fleet Line" Feed-Ticker Disappearing Bug 35:08 Hosted Space Ending When Accidentally Touching a Space Recording With No Confirmation Prompt Bug 39:27 Video Spaces for Users at Scale & Video Spaces for Android Users? 41:27 Spaces Prioritization in Spaces Tab? - Media Tab - Spaces & Live Tab on User's Profiles? 46:42 Ticketed Spaces? 48:43 Recorded Spaces Downloading? 54:55 Timestamp Links For Spaces Replays? & Links Rendering as "Cards" in the Space Jumbotron? 59:30 Top Priorities For 𝕏 Spaces Right Now?

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Diligent Denizen 🇺🇸

24,275 görüntüleme • 2 yıl önce

My conversation with OpenAI co-founder Greg Brockman This is the most detailed first-person account of the 72 hours after Sam Altman was fired. We also go deep on what comes next: the global race to AGI, why ChatGPT stopped showing reasoning, how much of OpenAI's own code is now written by AI ("it's hard to know what percent is not"), and the untold story of how OpenAI actually started in 2015. 00:00:00 Introduction 00:00:49 Meeting Sam Altman and Starting OpenAI 00:02:40 Building the Founding Team 00:04:25 DeepMind's Lead Over OpenAI 00:04:54 Changing OpenAI to a For-Profit Model 00:06:05 Breakthrough Moments at OpenAI 00:08:22 What Dota 2 Meant for OpenAI 00:10:04 Reasoning Versus Prediction 00:11:59 Tensions Grow at OpenAI 00:15:44 Sam Altman's Firing 00:17:49 Greg Quits OpenAI 00:19:56 Sam Explores Deal with Microsoft's Satya 00:20:28 Petition for Altman's Return 00:23:43 Ilya Sutskever Leaves OpenAI 00:24:59 Lessons Learned after Sam Ousting 00:28:22 The Thing Ilya Said that Greg Can't Forget 00:32:22 Is AI Going Parabolic? 00:33:24 How Much of OpenAI's Code is Written by AI? 00:36:21 Do AI Chatbots Tell Us What We Want to Hear? 00:38:06 The Global AI Race to Reach AGI 00:38:40 What Happens if US Doesn't Reach AGI First? 00:39:49 Are Countries Stealing AI Advancements? 00:40:38 Why ChatGPT No Longer Shows Reasoning 00:41:47 The Finite Constraints of Compute 00:43:38 On Investing Early in Data Centers 00:46:31 The Future of Data Center Specialization 00:47:52 How to Decide Whose Queries to Serve 00:49:08 OpenAI on Consumer vs Enterprise Models 00:53:05 Data Centers in Space? 01:00:56 What Should AI Regulation Look Like? 01:04:33 The Future of AI-Powered Entrepreneurship 01:04:44 AI and Job Loss 01:07:15 The Skills Young People Should Invest In 01:11:30 What Does Success Look Like For You? Full episode on X below. Also find it on: • YouTube: • Spotify: • Apple:

My conversation with OpenAI co-founder Greg Brockman This is the most detailed first-person account of the 72 hours after Sam Altman was fired. We also go deep on what comes next: the global race to AGI, why ChatGPT stopped showing reasoning, how much of OpenAI's own code is now written by AI ("it's hard to know what percent is not"), and the untold story of how OpenAI actually started in 2015. 00:00:00 Introduction 00:00:49 Meeting Sam Altman and Starting OpenAI 00:02:40 Building the Founding Team 00:04:25 DeepMind's Lead Over OpenAI 00:04:54 Changing OpenAI to a For-Profit Model 00:06:05 Breakthrough Moments at OpenAI 00:08:22 What Dota 2 Meant for OpenAI 00:10:04 Reasoning Versus Prediction 00:11:59 Tensions Grow at OpenAI 00:15:44 Sam Altman's Firing 00:17:49 Greg Quits OpenAI 00:19:56 Sam Explores Deal with Microsoft's Satya 00:20:28 Petition for Altman's Return 00:23:43 Ilya Sutskever Leaves OpenAI 00:24:59 Lessons Learned after Sam Ousting 00:28:22 The Thing Ilya Said that Greg Can't Forget 00:32:22 Is AI Going Parabolic? 00:33:24 How Much of OpenAI's Code is Written by AI? 00:36:21 Do AI Chatbots Tell Us What We Want to Hear? 00:38:06 The Global AI Race to Reach AGI 00:38:40 What Happens if US Doesn't Reach AGI First? 00:39:49 Are Countries Stealing AI Advancements? 00:40:38 Why ChatGPT No Longer Shows Reasoning 00:41:47 The Finite Constraints of Compute 00:43:38 On Investing Early in Data Centers 00:46:31 The Future of Data Center Specialization 00:47:52 How to Decide Whose Queries to Serve 00:49:08 OpenAI on Consumer vs Enterprise Models 00:53:05 Data Centers in Space? 01:00:56 What Should AI Regulation Look Like? 01:04:33 The Future of AI-Powered Entrepreneurship 01:04:44 AI and Job Loss 01:07:15 The Skills Young People Should Invest In 01:11:30 What Does Success Look Like For You? Full episode on X below. Also find it on: • YouTube: • Spotify: • Apple:

Shane Parrish

450,952 görüntüleme • 3 ay önce

DROPS E9: Fogo : 10X Faster than Solana! Doug Colkitt from FOGO joined us on DROPS, our series for upcoming founders and projects, to discuss how FOGO is building the fastest blockchain in the game! Timestamps 0:00 - Introduction 1:25 - Welcome to DROPS 2:02 - Explaining Crypto to Kids 3:00 - What Does Decentralized Mean? 3:45 - Leaving Citadel for Independence 6:03 - Earning Exchange-Level Trust 8:08 - From Trading to Building 9:27 - Does Trading Create Value? 11:37 - Why Market Data Is Broken 13:48 - Exchanges Don’t Need You 14:40 - Launching Our Own Layer 1 16:06 - What is FOGO? 17:11 - Why Speed Dominates Trading 19:13 - Why Build Layer 1 First? 20:59 - What 40ms Unlocks 23:07 - Why I Don’t Trade Fartcoin 24:42 - Why Firedancer Is Solana’s Ferrari 27:23 - Pushing Solana Past Vision 28:00 - Why Builders Should Bet on FoGo 29:47 - Building Customer-First Culture 32:02 - Free Trading Isn’t Free 34:09 - Practicality Over Perfection 35:28 - Crypto Infra In 24 Months 37:01 - The Builder’s Never Done 37:37 - All Assets Will Go On-Chain 39:45 - Concluding Remarks

DROPS E9: Fogo : 10X Faster than Solana! Doug Colkitt from FOGO joined us on DROPS, our series for upcoming founders and projects, to discuss how FOGO is building the fastest blockchain in the game! Timestamps 0:00 - Introduction 1:25 - Welcome to DROPS 2:02 - Explaining Crypto to Kids 3:00 - What Does Decentralized Mean? 3:45 - Leaving Citadel for Independence 6:03 - Earning Exchange-Level Trust 8:08 - From Trading to Building 9:27 - Does Trading Create Value? 11:37 - Why Market Data Is Broken 13:48 - Exchanges Don’t Need You 14:40 - Launching Our Own Layer 1 16:06 - What is FOGO? 17:11 - Why Speed Dominates Trading 19:13 - Why Build Layer 1 First? 20:59 - What 40ms Unlocks 23:07 - Why I Don’t Trade Fartcoin 24:42 - Why Firedancer Is Solana’s Ferrari 27:23 - Pushing Solana Past Vision 28:00 - Why Builders Should Bet on FoGo 29:47 - Building Customer-First Culture 32:02 - Free Trading Isn’t Free 34:09 - Practicality Over Perfection 35:28 - Crypto Infra In 24 Months 37:01 - The Builder’s Never Done 37:37 - All Assets Will Go On-Chain 39:45 - Concluding Remarks

MR SHIFT 🦁

54,716 görüntüleme • 1 yıl önce

DROPS E38: Vanta Trading - The Best Traders Won't Be Human Arrash is the founder and CEO of Vanta Trading, a decentralized prop trading platform built on Bittensor. He spent years as a quant trader building his own strategies before deciding the entire funded-account industry needed to be rebuilt from the ground up. We talk about: - Why most "funded accounts" trade on money that doesn't exist - Why your payout was never real - How prop firms intentionally change rules and spreads before you cash out - Why the best traders of the future won't be human And much more… Timestamps: 0:00 Introduction 1:48 Founder of Vanta 3:08 Explaining Vanta to an Uber Driver 3:26 Unfair vs Fair Funding 6:37 How do they make money? 8:33 How a Legit Prop Firm Makes Money 9:43 Founder's Journey Into Entrepreneurship 10:42 Discovering Crypto & Blockchain 13:03 From LinkedIn Engineer to Quant Trader 15:22 Trading Strategies 16:13 How Trading Is Changing? 18:39 Why TradFi Should Fear Hyperliquid 19:16 Building on BitTensor 21:43 Explaining BitTensor Simply 22:03 How BitTensor Creates Value 23:17 BitTensor's Structure 24:36 BitTensor as Crypto AI 25:35 Is the BitTensor Hype Justified? 27:09 Revenue & Profitability in BitTensor 29:17 Role of TAO 29:51 Advantages & Limitations of BitTensor ecosystem 31:56 What Is Vanta? 32:26 Why No One Fixed Prop Trading Before 33:12 Is the Entire Industry a Scam? 34:17 How Prop Firms Really Make Money 35:35 How Vanta Is Different 38:33 Copy Trading Explained 39:30 Vanta's Business Model 40:28 Dark Reality Behind Funded Accounts 43:48 Long-Term Vision for Vanta 44:50 What Happens If Too Many Traders Win? 46:25 Future Belongs to AI Traders 47:59 Vanta's Endgame 49:14 Conclusion

DROPS E38: Vanta Trading - The Best Traders Won't Be Human Arrash is the founder and CEO of Vanta Trading, a decentralized prop trading platform built on Bittensor. He spent years as a quant trader building his own strategies before deciding the entire funded-account industry needed to be rebuilt from the ground up. We talk about: - Why most "funded accounts" trade on money that doesn't exist - Why your payout was never real - How prop firms intentionally change rules and spreads before you cash out - Why the best traders of the future won't be human And much more… Timestamps: 0:00 Introduction 1:48 Founder of Vanta 3:08 Explaining Vanta to an Uber Driver 3:26 Unfair vs Fair Funding 6:37 How do they make money? 8:33 How a Legit Prop Firm Makes Money 9:43 Founder's Journey Into Entrepreneurship 10:42 Discovering Crypto & Blockchain 13:03 From LinkedIn Engineer to Quant Trader 15:22 Trading Strategies 16:13 How Trading Is Changing? 18:39 Why TradFi Should Fear Hyperliquid 19:16 Building on BitTensor 21:43 Explaining BitTensor Simply 22:03 How BitTensor Creates Value 23:17 BitTensor's Structure 24:36 BitTensor as Crypto AI 25:35 Is the BitTensor Hype Justified? 27:09 Revenue & Profitability in BitTensor 29:17 Role of TAO 29:51 Advantages & Limitations of BitTensor ecosystem 31:56 What Is Vanta? 32:26 Why No One Fixed Prop Trading Before 33:12 Is the Entire Industry a Scam? 34:17 How Prop Firms Really Make Money 35:35 How Vanta Is Different 38:33 Copy Trading Explained 39:30 Vanta's Business Model 40:28 Dark Reality Behind Funded Accounts 43:48 Long-Term Vision for Vanta 44:50 What Happens If Too Many Traders Win? 46:25 Future Belongs to AI Traders 47:59 Vanta's Endgame 49:14 Conclusion

MR SHIFT 🦁

37,896 görüntüleme • 1 ay önce

The Will MacAskill episode on: 1. Why we should both pay AIs and trade with them (00:38:13) 2. Why not just push to pause AI development? (01:42:17) 3. Making AIs extremely risk averse might also make them safe (00:38:13) 4. The panic over sycophancy was justified (08:11) 5. The character we give AI models could determine the future (00:01:00) 6. The toughest trade-offs in AI personality design (13:24) 7. The effective altruism comeback (01:52:19) 8. Every population ethics recommends 'tiling the universe', except Will's new one (02:39:35) 9. Non-causal decision theory might accidentally motivate a near-best future (01:22:19) 10. How to aim at the best possible world without utopianism (02:09:30) For the 80,000 Hours Podcast, links below - enjoy! William MacAskill

The Will MacAskill episode on: 1. Why we should both pay AIs and trade with them (00:38:13) 2. Why not just push to pause AI development? (01:42:17) 3. Making AIs extremely risk averse might also make them safe (00:38:13) 4. The panic over sycophancy was justified (08:11) 5. The character we give AI models could determine the future (00:01:00) 6. The toughest trade-offs in AI personality design (13:24) 7. The effective altruism comeback (01:52:19) 8. Every population ethics recommends 'tiling the universe', except Will's new one (02:39:35) 9. Non-causal decision theory might accidentally motivate a near-best future (01:22:19) 10. How to aim at the best possible world without utopianism (02:09:30) For the 80,000 Hours Podcast, links below - enjoy! William MacAskill

Rob Wiblin

40,843 görüntüleme • 3 ay önce

DeFi is the future of Ethereum In this episode of Deeply Intents (🎙️,🎧), I chat with Nikita CEO of Barter. While everyone is focused on content coins and streaming, the DeFi renaissance is happening right now on Ethereum. Join us for a DeFi masterclass. [sponsored by Anoma] In this episode we discuss: - Solvers - Hooks and compossability - Competition and M&A - Liquidity Provision - Superposition - Distribution, product, and strategy Timestamps 0:00 - Discovering crypto 5:05 - DeFi Summer 6:08 - Learnings from time at 1inch 10:50 - Building a solver and getting hacked 16:43 - How solvers work 18:45 - Hooks and compossability 24:22 - Competition and acquisition 29:49 - Market is consolidating 34:54 - Who are the passive LPs? 40:48 - Superposition story 47:30 - Making AMMs outdated 51:58 - Endgame liquidity solution 55:42 - Passion and building teams 1:00:42 - Distribution strategy 1:05:38 - Cross-chain game 1:10:09 - Product philosophy 1:15:33 - Connect with anyone in crypto 1:19:06 - Ethereum is the place to be 1:20:51 - Advise for young business developers 1:25:00 - Find synergies 1:28:22 - WAGMI

DeFi is the future of Ethereum In this episode of Deeply Intents (🎙️,🎧), I chat with Nikita CEO of Barter. While everyone is focused on content coins and streaming, the DeFi renaissance is happening right now on Ethereum. Join us for a DeFi masterclass. [sponsored by Anoma] In this episode we discuss: - Solvers - Hooks and compossability - Competition and M&A - Liquidity Provision - Superposition - Distribution, product, and strategy Timestamps 0:00 - Discovering crypto 5:05 - DeFi Summer 6:08 - Learnings from time at 1inch 10:50 - Building a solver and getting hacked 16:43 - How solvers work 18:45 - Hooks and compossability 24:22 - Competition and acquisition 29:49 - Market is consolidating 34:54 - Who are the passive LPs? 40:48 - Superposition story 47:30 - Making AMMs outdated 51:58 - Endgame liquidity solution 55:42 - Passion and building teams 1:00:42 - Distribution strategy 1:05:38 - Cross-chain game 1:10:09 - Product philosophy 1:15:33 - Connect with anyone in crypto 1:19:06 - Ethereum is the place to be 1:20:51 - Advise for young business developers 1:25:00 - Find synergies 1:28:22 - WAGMI

apriori

36,960 görüntüleme • 9 ay önce

DROPS E20: Web3 Philosopher - founder of Hyperbridge reshaping how blockchains talk to each other. We talk about: - Building cross-chain infrastructure that acts like undersea cables for crypto - The failures of traditional bridges and how HyperBridge removes trust from the system - Lessons from working with Ethereum & Polkadot co-founder Gavin Wood - Why decentralisation and openness aren’t optional - they’re survival - How growing up in Nigeria shaped Seun’s drive to build trustless systems - The philosophy behind building open, verifiable systems - and rejecting gatekeeping And much more! Timestamps 0:00 Introduction 1:36 Welcome To Drops 2:13 Language Attraction 3:08 Where Math Brain Comes From 4:40 Explain What You Do 6:04 Deeper Into Internet Example 7:35 Who Are You 8:41 Favorite Philosopher 10:30 Something To Build Trust 11:54 Chip On The Shoulder 14:36 How To Make Things Happen 17:39 Working With Ethereum Co-Founder 19:57 Self Teaching Blockchain Technology 21:15 One Lesson On Infrastructure 23:45 Something Gavin Doesn’t Understand 26:57 What The Hacks Exposed 30:00 What’s The Breakthrough 31:13 Analogy For HyperBridge To Click 34:08 No One’s Figured This Out, Why? 36:02 Going About Business Development 40:08 Why Bridges Are Necessary 40:36 Convincing Teams To Bet On You 42:05 Thinking Behind HyperBridge's Openness 44:08 Making HyperBridge A Sustainable System 44:49 Your Pitch To Convince Investors

DROPS E20: Web3 Philosopher - founder of Hyperbridge reshaping how blockchains talk to each other. We talk about: - Building cross-chain infrastructure that acts like undersea cables for crypto - The failures of traditional bridges and how HyperBridge removes trust from the system - Lessons from working with Ethereum & Polkadot co-founder Gavin Wood - Why decentralisation and openness aren’t optional - they’re survival - How growing up in Nigeria shaped Seun’s drive to build trustless systems - The philosophy behind building open, verifiable systems - and rejecting gatekeeping And much more! Timestamps 0:00 Introduction 1:36 Welcome To Drops 2:13 Language Attraction 3:08 Where Math Brain Comes From 4:40 Explain What You Do 6:04 Deeper Into Internet Example 7:35 Who Are You 8:41 Favorite Philosopher 10:30 Something To Build Trust 11:54 Chip On The Shoulder 14:36 How To Make Things Happen 17:39 Working With Ethereum Co-Founder 19:57 Self Teaching Blockchain Technology 21:15 One Lesson On Infrastructure 23:45 Something Gavin Doesn’t Understand 26:57 What The Hacks Exposed 30:00 What’s The Breakthrough 31:13 Analogy For HyperBridge To Click 34:08 No One’s Figured This Out, Why? 36:02 Going About Business Development 40:08 Why Bridges Are Necessary 40:36 Convincing Teams To Bet On You 42:05 Thinking Behind HyperBridge's Openness 44:08 Making HyperBridge A Sustainable System 44:49 Your Pitch To Convince Investors

MR SHIFT 🦁

109,874 görüntüleme • 9 ay önce

LIVE NOW -- Mega ETH vs Monad | Super Fast Ethereum Today we're talking EVM, specifically how and Monad are planning to make Ethereum SUPER fast. We answer: 1 - Which is faster, more decentralized, and more censorship-resistant? 2 - How did Monad and MegaETH build large communities before even launching a testnet, let alone a mainnet? 3 - What are their thoughts on criticism that building with the EVM is like building on quicksand? Could this eat at Solana's value proposition? Featuring guests Lei Yang Σ: of MegaETH and Keone Hon of Monad ======================================== Timestamps: 0:00 Start 5:48 Intro To Monad 11:47 How Does Monad Fit Into Ethereum? 14:08 What is Mega $ETH? 18:31 Similarities and Differences 21:38 Architectural Impact 28:58 Decentralization - Monad 34:56 Decentralization - Mega 39:43 Who's More Decentralized? 49:27 In Summary 57:24 Software Efficiency 1:06:50 Monolithic vs Modular 1:15:11 Community 1:28:37 Why Choose The EVM? 1:33:07 When Mainnet?

LIVE NOW -- Mega ETH vs Monad | Super Fast Ethereum Today we're talking EVM, specifically how and Monad are planning to make Ethereum SUPER fast. We answer: 1 - Which is faster, more decentralized, and more censorship-resistant? 2 - How did Monad and MegaETH build large communities before even launching a testnet, let alone a mainnet? 3 - What are their thoughts on criticism that building with the EVM is like building on quicksand? Could this eat at Solana's value proposition? Featuring guests Lei Yang Σ: of MegaETH and Keone Hon of Monad ======================================== Timestamps: 0:00 Start 5:48 Intro To Monad 11:47 How Does Monad Fit Into Ethereum? 14:08 What is Mega $ETH? 18:31 Similarities and Differences 21:38 Architectural Impact 28:58 Decentralization - Monad 34:56 Decentralization - Mega 39:43 Who's More Decentralized? 49:27 In Summary 57:24 Software Efficiency 1:06:50 Monolithic vs Modular 1:15:11 Community 1:28:37 Why Choose The EVM? 1:33:07 When Mainnet?

Bankless

126,658 görüntüleme • 1 yıl önce

Pokémon cards just went crypto 🎴➡️⛓ On Unchained, with Tuomas Holmberg 🦇🔊 and Danny Nelson: 💸 How Collector Crypt cut marketplace fees from eBay’s 13% to near-zero 🚀 The $CARDS token’s 700% surge 🔥 Why this could be the “Polymarket moment” for collectibles Timestamps: 🎬 0:00 Intro 🛒 2:35 Why eBay’s fees are so high and how Collector Crypt cuts them down 🎴 7:50 How a Pokémon card collector would actually trade onchain 🔒 9:40 What security measures protect vaulted cards 👤 11:13 How Tuom’s background led him to build Collector Crypt 📉 13:14 The highs and lows of launching the app over time ⚖️ 21:24 How the company navigates copyright issues with Pokémon 💰 23:05 Why the $CARDS token surged 700% in weeks 🏦 28:28 How Collector Crypt makes money ⚡ 29:43 Why the team chose to build on Solana 🌍 31:43 How big the trading card market could get onchain 🔮 35:03 What’s next in Collector Crypt’s roadmap 🔥 39:25 Why Danny calls this a “Polymarket moment” 🖼️ 41:31 What makes digital trading cards different from other tokenized assets 👀 45:06 Why Collector Crypt grabbed so much attention last week 📊 49:22 How traditional funds could start investing in trading cards 🌐 52:04 Whether trading cards are about to go mainstream 🔗 53:40 How Pokémon decks could even be used in DeFi

Pokémon cards just went crypto 🎴➡️⛓ On Unchained, with Tuomas Holmberg 🦇🔊 and Danny Nelson: 💸 How Collector Crypt cut marketplace fees from eBay’s 13% to near-zero 🚀 The $CARDS token’s 700% surge 🔥 Why this could be the “Polymarket moment” for collectibles Timestamps: 🎬 0:00 Intro 🛒 2:35 Why eBay’s fees are so high and how Collector Crypt cuts them down 🎴 7:50 How a Pokémon card collector would actually trade onchain 🔒 9:40 What security measures protect vaulted cards 👤 11:13 How Tuom’s background led him to build Collector Crypt 📉 13:14 The highs and lows of launching the app over time ⚖️ 21:24 How the company navigates copyright issues with Pokémon 💰 23:05 Why the $CARDS token surged 700% in weeks 🏦 28:28 How Collector Crypt makes money ⚡ 29:43 Why the team chose to build on Solana 🌍 31:43 How big the trading card market could get onchain 🔮 35:03 What’s next in Collector Crypt’s roadmap 🔥 39:25 Why Danny calls this a “Polymarket moment” 🖼️ 41:31 What makes digital trading cards different from other tokenized assets 👀 45:06 Why Collector Crypt grabbed so much attention last week 📊 49:22 How traditional funds could start investing in trading cards 🌐 52:04 Whether trading cards are about to go mainstream 🔗 53:40 How Pokémon decks could even be used in DeFi

Laura Shin

20,731 görüntüleme • 10 ay önce

E178: Tushar Jain - Why Multicoin is betting big on Hyperliquid, Zcash and Solana Tushar Jain is Managing Partner at Multicoin Capital. He's back on the show to talk about where crypto is in the cycle, how he sizes bets across $SOL, $HYPE, and $ZEC, and the frameworks he uses to manage his own psychology. Timestamps: 0:00 - Intro 1:31 - Who is Tushar Jain 3:44 - Are we at a crypto turning point? 4:57 - Buying into bad news before confirmation 6:24 - Buying vs. selling: which is harder 7:13 - Still bullish on Solana ? 9:15 - TradFi issuers and credible neutrality 11:47 - Sponsors: Variational Bitwise 12:39 - How to size two competing bullish bets 14:13 - Category leader vs. "better play" 17:00 - Most obvious trade for 2026: $ZEC 19:39 - What Zcash 🛡️ represents 22:27 - Valuing an asset with no revenue 24:18 - Trading framework vs. buy-and-hold 26:40 - Valuing $SOL and $HYPE 31:45 - Sponsors KAST Trezor 32:54 - Timing entries in volatile assets 36:26 - Why Multicoin Capital doesn't trade, only manages 39:25 - The four sources of investing edge 41:14 - Edge examples: $ZEC, $HYPE, $ENA 43:21 - What Ethena represents 45:37 - How much founder quality matters : G | Ethena example 47:09 - When to take profits 49:50 - Thoughts on Ethereum and $ETH 51:44 - Kyle leaving Multicoin 53:03 - Sponsors Jupiter Ethena 53:46 - Why Tushar is still in crypto 58:26 - Wrap-up and thanks 1:00:37 - Bonus segment intro - Zcash drama + Hyperliquid report 1:00:39 - What happened with the Zcash bug 1:04:13 - Zcash's fix: the Ironwood pool 1:05:50 - How long it took to decide to buy more 1:08:13 - Multicoin's Hyperliquid report 1:09:55 - Base case: $319 $HYPE price target, key assumptions 1:15:21 - Is the crypto bottom in? 1:18:11 - Closing thanks

E178: Tushar Jain - Why Multicoin is betting big on Hyperliquid, Zcash and Solana Tushar Jain is Managing Partner at Multicoin Capital. He's back on the show to talk about where crypto is in the cycle, how he sizes bets across $SOL, $HYPE, and $ZEC, and the frameworks he uses to manage his own psychology. Timestamps: 0:00 - Intro 1:31 - Who is Tushar Jain 3:44 - Are we at a crypto turning point? 4:57 - Buying into bad news before confirmation 6:24 - Buying vs. selling: which is harder 7:13 - Still bullish on Solana ? 9:15 - TradFi issuers and credible neutrality 11:47 - Sponsors: Variational Bitwise 12:39 - How to size two competing bullish bets 14:13 - Category leader vs. "better play" 17:00 - Most obvious trade for 2026: $ZEC 19:39 - What Zcash 🛡️ represents 22:27 - Valuing an asset with no revenue 24:18 - Trading framework vs. buy-and-hold 26:40 - Valuing $SOL and $HYPE 31:45 - Sponsors KAST Trezor 32:54 - Timing entries in volatile assets 36:26 - Why Multicoin Capital doesn't trade, only manages 39:25 - The four sources of investing edge 41:14 - Edge examples: $ZEC, $HYPE, $ENA 43:21 - What Ethena represents 45:37 - How much founder quality matters : G | Ethena example 47:09 - When to take profits 49:50 - Thoughts on Ethereum and $ETH 51:44 - Kyle leaving Multicoin 53:03 - Sponsors Jupiter Ethena 53:46 - Why Tushar is still in crypto 58:26 - Wrap-up and thanks 1:00:37 - Bonus segment intro - Zcash drama + Hyperliquid report 1:00:39 - What happened with the Zcash bug 1:04:13 - Zcash's fix: the Ironwood pool 1:05:50 - How long it took to decide to buy more 1:08:13 - Multicoin's Hyperliquid report 1:09:55 - Base case: $319 $HYPE price target, key assumptions 1:15:21 - Is the crypto bottom in? 1:18:11 - Closing thanks

MR SHIFT 🦁

191,044 görüntüleme • 18 gün önce