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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...

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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
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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

MR SHIFT 🦁

644,839 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 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
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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 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 🦁

585,900 görüntüleme • 7 ay önce

From a Thai prison cell to a fintech empire processing $1.6B in international payments across 40+ banks and 250M+ users. Jonathan Low (Jonathan Low). Forbes 40 Under 40. Author of "Cell to CEO." We covered prison, banking for AI agents, RWA projects, the future of crypto in banking, vibe coding for trading, and the businesses that win the next 5 years. ⏱ Timestamps: 00:00:00 — Teaser 00:00:46 — Who is Jonathan Low 00:01:35 — What Jonathan's life was like before prison 00:02:13 — How and why Jonathan ended up in prison 00:02:57 — Prison conditions: expectations vs reality 00:07:33 — Prison became the greatest blessing 00:09:12 — How the entrepreneurial journey began after prison 00:10:34 — Why social capital matters 00:11:06 — Launched own club and took it to the top in 3 months 00:12:09 — Built an Axie Infinity gaming guild during COVID 00:13:49 — The beginning of the BipTap Group journey 00:17:23 — How Jonathan built his own banking system 00:20:07 — How to get a crypto card 00:22:03 — How much it costs to launch a white-label solution with BipTap 00:22:58 — Banking for AI agents 00:25:57 — How to build an RWA project 00:27:45 — Future of cryptocurrencies in banking 00:32:08 — The business verticals within Empire Group 00:32:48 — What Jonathan invests his money in 00:33:54 — How relationships with regulators are built 00:34:43 — Implementing AI in business 00:36:28 — Vibe coding in trading 00:40:06 — Advice for first-time founders 00:43:36 — From construction to trading: Ruslan Khairullin's journey 00:44:57 — Inner peace: why calmness is essential for founders 00:50:39 — Work-life balance for entrepreneurs 00:53:47 — $1.5 million in 24 hours on TST coin 00:55:11 — The best way to capture a market 00:55:57 — Banking for nations Watch the full conversation and let me know which part you liked the most 👇
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From a Thai prison cell to a fintech empire processing $1.6B in international payments across 40+ banks and 250M+ users. Jonathan Low (Jonathan Low). Forbes 40 Under 40. Author of "Cell to CEO." We covered prison, banking for AI agents, RWA projects, the future of crypto in banking, vibe coding for trading, and the businesses that win the next 5 years. ⏱ Timestamps: 00:00:00 — Teaser 00:00:46 — Who is Jonathan Low 00:01:35 — What Jonathan's life was like before prison 00:02:13 — How and why Jonathan ended up in prison 00:02:57 — Prison conditions: expectations vs reality 00:07:33 — Prison became the greatest blessing 00:09:12 — How the entrepreneurial journey began after prison 00:10:34 — Why social capital matters 00:11:06 — Launched own club and took it to the top in 3 months 00:12:09 — Built an Axie Infinity gaming guild during COVID 00:13:49 — The beginning of the BipTap Group journey 00:17:23 — How Jonathan built his own banking system 00:20:07 — How to get a crypto card 00:22:03 — How much it costs to launch a white-label solution with BipTap 00:22:58 — Banking for AI agents 00:25:57 — How to build an RWA project 00:27:45 — Future of cryptocurrencies in banking 00:32:08 — The business verticals within Empire Group 00:32:48 — What Jonathan invests his money in 00:33:54 — How relationships with regulators are built 00:34:43 — Implementing AI in business 00:36:28 — Vibe coding in trading 00:40:06 — Advice for first-time founders 00:43:36 — From construction to trading: Ruslan Khairullin's journey 00:44:57 — Inner peace: why calmness is essential for founders 00:50:39 — Work-life balance for entrepreneurs 00:53:47 — $1.5 million in 24 hours on TST coin 00:55:11 — The best way to capture a market 00:55:57 — Banking for nations Watch the full conversation and let me know which part you liked the most 👇

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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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🎙 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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Market Bubble Ep.16: full conversation of Ansem 🐂🀄️ 0:00 The Z500 tracks top on chain launches 1:02 Burn $ANSEM over sponsorships 1:49 The weekly close that flipped Bitcoin 2:34 Portfolio allocation for this bull market 4:24 $2.4B in shorts caught offsides 6:24 Solana's third cycle needs more than memes 8:45 Solana vs Ethereum is a matter of time 9:35 Private Bitcoin after a decade of accumulation 11:19 Calling the Trump Bitcoin play early 12:15 Hyperliquid's main bear case just died 12:47 Hyperliquid as the blockchain for finance 15:49 Why laws will favor Hyperliquid 18:57 AI's progress in cancer research 19:21 GTA 6's in game economy 20:32 Venice as the sleeper consumer play 22:10 Assembly lines before humanoid robots 22:51 Trading as a game with friends 23:47 20,000 joined the Manlets telegram 24:07 BONK, WIF and back to back cycles 25:49 De-risking as the face of a coin 26:31 Robinhood as the sleeper chain 28:00 The thesis behind running with $ANSEM 32:10 Buying after 1M instead of finding early plays 33:00 Pump's $2B marketing war chest 33:48 Trading is fair when it's honest PvP 34:31 The next billion dollar coin 35:17 Memes need attention drivers 37:08 The trade is the signal X cannot show 38:06 The leading FriendTech bull still believes 38:25 Two ways to monetize being right publicly 39:15 Boomers on perps, zoomers in the trenches 40:50 The quiet $100M Hyperliquid long 41:34 Traders will out earn their PnL 42:31 Speculation makes crypto social 42:57 Solana traders who understood fundamentals 43:26 Binance is getting nervous 43:57 Niche AI supply chain companies 44:50 Grass nodes as the new proof of work 45:19 Real founders in a noisy market 46:06 Grass as the underpriced AI company 46:44 Pump captures more revenue than Solana 47:14 Hopeful bets need things to go right 48:02 Mensa is an anagram of Ansem 48:39 Being on chain is front running the cycle 49:53 The Solana Manlets roll call
50:45

Market Bubble Ep.16: full conversation of Ansem 🐂🀄️ 0:00 The Z500 tracks top on chain launches 1:02 Burn $ANSEM over sponsorships 1:49 The weekly close that flipped Bitcoin 2:34 Portfolio allocation for this bull market 4:24 $2.4B in shorts caught offsides 6:24 Solana's third cycle needs more than memes 8:45 Solana vs Ethereum is a matter of time 9:35 Private Bitcoin after a decade of accumulation 11:19 Calling the Trump Bitcoin play early 12:15 Hyperliquid's main bear case just died 12:47 Hyperliquid as the blockchain for finance 15:49 Why laws will favor Hyperliquid 18:57 AI's progress in cancer research 19:21 GTA 6's in game economy 20:32 Venice as the sleeper consumer play 22:10 Assembly lines before humanoid robots 22:51 Trading as a game with friends 23:47 20,000 joined the Manlets telegram 24:07 BONK, WIF and back to back cycles 25:49 De-risking as the face of a coin 26:31 Robinhood as the sleeper chain 28:00 The thesis behind running with $ANSEM 32:10 Buying after 1M instead of finding early plays 33:00 Pump's $2B marketing war chest 33:48 Trading is fair when it's honest PvP 34:31 The next billion dollar coin 35:17 Memes need attention drivers 37:08 The trade is the signal X cannot show 38:06 The leading FriendTech bull still believes 38:25 Two ways to monetize being right publicly 39:15 Boomers on perps, zoomers in the trenches 40:50 The quiet $100M Hyperliquid long 41:34 Traders will out earn their PnL 42:31 Speculation makes crypto social 42:57 Solana traders who understood fundamentals 43:26 Binance is getting nervous 43:57 Niche AI supply chain companies 44:50 Grass nodes as the new proof of work 45:19 Real founders in a noisy market 46:06 Grass as the underpriced AI company 46:44 Pump captures more revenue than Solana 47:14 Hopeful bets need things to go right 48:02 Mensa is an anagram of Ansem 48:39 Being on chain is front running the cycle 49:53 The Solana Manlets roll call

Kaiz 🐂🀄️

35,958 görüntüleme • 1 ay önce

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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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

Constantin Kogan

31,611 görüntüleme • 5 ay önce

E185: Variational - Zero Fees, More Assets, No Funding Rate lucas.var co-founded a hedge fund at 20 that Digital Currency Group acquired a year later, then walked away from that exit to build Variational that now sits second only to Hyperliquid in open interest and daily volume. His argument: crypto rebuilt exchanges before it built brokers, and that architectural gap is what's holding on-chain trading back. 0:00 Intro 2:20 Merch, Travel & Being Back in Singapore 5:13 Who Is Lucas Schuermann? 5:24 How Lucas Thinks About Building Trust 6:03 Starting College at Age 12 8:26 How Do You Actually Skip That Many Grades? 9:45 Making Friends Six Years Younger Than Everyone Else 10:40 Are You Still a "Weirdo" at 30? 11:40 Starting a Hedge Fund at 20 - "Hubris of the Young" 14:09 From Paper-Reading Group to a Real Fund 16:50 Acquired by Digital Currency Group at 21 18:59 Why Sell the Fund to DCG? 19:54 Sponsors: Variational & Bitwise 20:47 Did You Regret Selling That Early? 21:51 The Money DCG Made Off Their Work 22:38 Starting a Market Making Firm 24:46 Explain Variational Protocol to Your Mom 26:49 Biggest Mistake Building Variational 28:13 The "Holy Sh*t, We Built Something Massive" Moment 29:54 Reason #1: Zero Fees 32:59 How Do You Trust the Price With Only One Market Maker? 34:33 Are Trading Fees a Scam? 35:29 How Much Do Fees Actually Cost Traders? 36:33 Reason #2: Asset Selection & What "Liquidity" Really Means 40:20 Why Hasn't Crypto Solved This Already? 42:39 Where On-Chain Order Books Break at Scale 46:04 Sponsor: KAST 46:52 Why Wouldn't a Hyperliquid Trader Switch to Variational? 49:28 Who Gets Destroyed When Wall Street Liquidity Arrives On-Chain 51:18 Reason #3: Swaps 52:34 The Real Problem With Perps: Funding Rates 55:18 Roger's BitMEX Story: "Holy Sht, I Can Print More Bitcoin" 58:44 The Hard Lesson: Wiped Out by Funding Fees 1:00:38 Why Perps Are Easy but Options Aren't 1:01:13 What Is a Swap, Really? 1:03:20 How Swaps Beat Perps 1:05:28 Why Raise $50M in May? 1:07:30 Sponsor: Jupiter & Ethena 1:08:14 Does VC Funding Help or Hurt a Project? 1:09:46 Variational vs. Hyperliquid: The Architecture Difference 1:11:44 Why Didn't Hyperliquid Build for Hundreds of Assets First? 1:13:14 Staying Relevant After the Points Program Ends 1:15:11 The "AWS of Liquidity" Analogy, Revisited 1:16:47 What Hyperliquid Gets Wrong About the Future 1:17:48 What Variational Could Get Wrong 1:19:06 Who Wins Long Term: Binance, Coinbase, Hyperliquid, or Variational? 1:21:39 Bitcoin Price Outlook & Crypto Adoption in 2026-27 1:23:59 Variational's Endgame 1:25:51 The One Thing to Remember 1:27:18 Closing Thoughts
1:28:45

E185: Variational - Zero Fees, More Assets, No Funding Rate lucas.var co-founded a hedge fund at 20 that Digital Currency Group acquired a year later, then walked away from that exit to build Variational that now sits second only to Hyperliquid in open interest and daily volume. His argument: crypto rebuilt exchanges before it built brokers, and that architectural gap is what's holding on-chain trading back. 0:00 Intro 2:20 Merch, Travel & Being Back in Singapore 5:13 Who Is Lucas Schuermann? 5:24 How Lucas Thinks About Building Trust 6:03 Starting College at Age 12 8:26 How Do You Actually Skip That Many Grades? 9:45 Making Friends Six Years Younger Than Everyone Else 10:40 Are You Still a "Weirdo" at 30? 11:40 Starting a Hedge Fund at 20 - "Hubris of the Young" 14:09 From Paper-Reading Group to a Real Fund 16:50 Acquired by Digital Currency Group at 21 18:59 Why Sell the Fund to DCG? 19:54 Sponsors: Variational & Bitwise 20:47 Did You Regret Selling That Early? 21:51 The Money DCG Made Off Their Work 22:38 Starting a Market Making Firm 24:46 Explain Variational Protocol to Your Mom 26:49 Biggest Mistake Building Variational 28:13 The "Holy Sh*t, We Built Something Massive" Moment 29:54 Reason #1: Zero Fees 32:59 How Do You Trust the Price With Only One Market Maker? 34:33 Are Trading Fees a Scam? 35:29 How Much Do Fees Actually Cost Traders? 36:33 Reason #2: Asset Selection & What "Liquidity" Really Means 40:20 Why Hasn't Crypto Solved This Already? 42:39 Where On-Chain Order Books Break at Scale 46:04 Sponsor: KAST 46:52 Why Wouldn't a Hyperliquid Trader Switch to Variational? 49:28 Who Gets Destroyed When Wall Street Liquidity Arrives On-Chain 51:18 Reason #3: Swaps 52:34 The Real Problem With Perps: Funding Rates 55:18 Roger's BitMEX Story: "Holy Sht, I Can Print More Bitcoin" 58:44 The Hard Lesson: Wiped Out by Funding Fees 1:00:38 Why Perps Are Easy but Options Aren't 1:01:13 What Is a Swap, Really? 1:03:20 How Swaps Beat Perps 1:05:28 Why Raise $50M in May? 1:07:30 Sponsor: Jupiter & Ethena 1:08:14 Does VC Funding Help or Hurt a Project? 1:09:46 Variational vs. Hyperliquid: The Architecture Difference 1:11:44 Why Didn't Hyperliquid Build for Hundreds of Assets First? 1:13:14 Staying Relevant After the Points Program Ends 1:15:11 The "AWS of Liquidity" Analogy, Revisited 1:16:47 What Hyperliquid Gets Wrong About the Future 1:17:48 What Variational Could Get Wrong 1:19:06 Who Wins Long Term: Binance, Coinbase, Hyperliquid, or Variational? 1:21:39 Bitcoin Price Outlook & Crypto Adoption in 2026-27 1:23:59 Variational's Endgame 1:25:51 The One Thing to Remember 1:27:18 Closing Thoughts

MR SHIFT 🦁

72,712 görüntüleme • 20 gün önce

"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:
1:08:27

"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

263,376 görüntüleme • 2 ay önce

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
1:29:08

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

21,739 görüntüleme • 10 ay 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?
52:47

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?

sracha

24,806 görüntüleme • 1 yıl önce

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?
1:01:21

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?

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:
1:11:41

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 • 5 ay 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
50:55

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 • 3 ay önce

I CAUGHT THE $436,000 INSIDER Episode 3 of PredictTime is live - and you'll hear this story straight from the source tre 🇨🇦, founder of Polysights. We go deep - into how his platform catches insiders on Polymarket before the news drops and into his life journey Everything you need to know about insider trading in prediction markets - is in this episode Timecodes: 00:00 — Cold open / Highlights 00:51 — The $436k profit case: how a $34k order paid out before the news 01:05 — Meet Tre, founder of Polysights 01:35 — How Polysights spots anomalies: radar score and wallet clusters 03:17 — What Polysights actually does: advanced analytics for prediction markets 04:00 — From aircraft engineering to the Canadian Air Force 05:01 — Entrepreneurial roots: e-commerce and dropshipping 06:13 — Selling the first company at 23 and getting paid in crypto 08:21 — Were meme coins detrimental or a launchpad into Web3? 09:46 — The "Fatherhood Buff": how a son changes drive and risk 12:03 — Rank 1 in WoW: gaming as training for founders 14:35 — From PredictFun on Blast to Polymarket: trader-first, builder-second 16:35 — Building Insider Finder: scoring every trade on Polymarket 19:34 — The Maduro case in detail: why it wasn't posted publicly 21:18 — Mayor Eric Adams dropout: prediction markets vs mainstream media 22:24 — MicroStrategy markets: 6–0 on recycled wallets 26:50 — Philosophy: why insider trading accelerates truth 30:56 — Disagreeing with Kalshi's CEO: the centralized vs decentralized divide 35:19 — If the CFTC bans insider trading: validation or death? 48:09 — Arbitrage across Polymarket, Kalshi and sportsbooks 50:48 — Why prediction markets finally boomed in 2024–2025 54:39 — Alpha decay and growing to 45,000 users 55:59 — The Bloomberg / WSJ / NYT moment 58:08 — Fundraising $1.5M from Halifax: the lead VC drama 01:02:26 — Business model: moving away from subscriptions 01:04:21 — No-code automated trading strategies as the future 01:13:20 — Roadmap: V1 by Q2 and a regulated prediction market in Canada 01:16:24 — Solo founder reality: from intern-only to an ex-Meta tech lead 01:18:46 — Crucial advice: don't build another trading terminal 01:20:27 — Breaking in with no connections, no VCs, no hub 01:24:58 — Rapid-fire: Ferrari, Bitcoin to $1M, Hyperliquid vs Kalshi 01:27:35 — The biggest insider trade he can't prove: Lord Miles 01:28:12 — Role models: CZ, Kobe, Shane, Elon 01:30:00 — Final advice: stop overthinking and take the swing
1:32:53

I CAUGHT THE $436,000 INSIDER Episode 3 of PredictTime is live - and you'll hear this story straight from the source tre 🇨🇦, founder of Polysights. We go deep - into how his platform catches insiders on Polymarket before the news drops and into his life journey Everything you need to know about insider trading in prediction markets - is in this episode Timecodes: 00:00 — Cold open / Highlights 00:51 — The $436k profit case: how a $34k order paid out before the news 01:05 — Meet Tre, founder of Polysights 01:35 — How Polysights spots anomalies: radar score and wallet clusters 03:17 — What Polysights actually does: advanced analytics for prediction markets 04:00 — From aircraft engineering to the Canadian Air Force 05:01 — Entrepreneurial roots: e-commerce and dropshipping 06:13 — Selling the first company at 23 and getting paid in crypto 08:21 — Were meme coins detrimental or a launchpad into Web3? 09:46 — The "Fatherhood Buff": how a son changes drive and risk 12:03 — Rank 1 in WoW: gaming as training for founders 14:35 — From PredictFun on Blast to Polymarket: trader-first, builder-second 16:35 — Building Insider Finder: scoring every trade on Polymarket 19:34 — The Maduro case in detail: why it wasn't posted publicly 21:18 — Mayor Eric Adams dropout: prediction markets vs mainstream media 22:24 — MicroStrategy markets: 6–0 on recycled wallets 26:50 — Philosophy: why insider trading accelerates truth 30:56 — Disagreeing with Kalshi's CEO: the centralized vs decentralized divide 35:19 — If the CFTC bans insider trading: validation or death? 48:09 — Arbitrage across Polymarket, Kalshi and sportsbooks 50:48 — Why prediction markets finally boomed in 2024–2025 54:39 — Alpha decay and growing to 45,000 users 55:59 — The Bloomberg / WSJ / NYT moment 58:08 — Fundraising $1.5M from Halifax: the lead VC drama 01:02:26 — Business model: moving away from subscriptions 01:04:21 — No-code automated trading strategies as the future 01:13:20 — Roadmap: V1 by Q2 and a regulated prediction market in Canada 01:16:24 — Solo founder reality: from intern-only to an ex-Meta tech lead 01:18:46 — Crucial advice: don't build another trading terminal 01:20:27 — Breaking in with no connections, no VCs, no hub 01:24:58 — Rapid-fire: Ferrari, Bitcoin to $1M, Hyperliquid vs Kalshi 01:27:35 — The biggest insider trade he can't prove: Lord Miles 01:28:12 — Role models: CZ, Kobe, Shane, Elon 01:30:00 — Final advice: stop overthinking and take the swing

Predict Time

58,475 görüntüleme • 4 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
3:14:53

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

40,908 görüntüleme • 5 ay önce

Today on MCG: ksett | Derive.xyz 99% of people in crypto know perps but few understand options... Ksett breaks down why they are the next frontier, how they will be accessible on-chain, and why $22.3 billion in notional volume is just the beginning 👇 00:46 - Meet Ksett 01:19 - Background 01:37 - From user to team member 02:11 - Most people know perps — why options are the next step 02:48 - Perps limitations 03:36 - What you can build with options 04:42 - The team 05:56 - What Derive offers 08:59 - On-chain benefits 09:33 - Self-custodial 11:53 - How Derive came to be 21:26 - Who is the target audience? 21:55 - The institutional set 22:10 - The broker program 23:47 - Agentic trading 27:05 - A retail agent version 28:32 - Is Derive bridging CeFi to DeFi? 29:38 - Commodities on Derive 41:10 - Coinbase acquisition 42:17 - $22.3 billion in notional volume 43:28 - Governance and tokenomics 45:40 - Options MM program 50:31 - The SEC side and regulation 51:37 - White label opportunities 51:53 - 35% of fees go to buybacks 57:07 - Wrap up and takeaways
59:24

Today on MCG: ksett | Derive.xyz 99% of people in crypto know perps but few understand options... Ksett breaks down why they are the next frontier, how they will be accessible on-chain, and why $22.3 billion in notional volume is just the beginning 👇 00:46 - Meet Ksett 01:19 - Background 01:37 - From user to team member 02:11 - Most people know perps — why options are the next step 02:48 - Perps limitations 03:36 - What you can build with options 04:42 - The team 05:56 - What Derive offers 08:59 - On-chain benefits 09:33 - Self-custodial 11:53 - How Derive came to be 21:26 - Who is the target audience? 21:55 - The institutional set 22:10 - The broker program 23:47 - Agentic trading 27:05 - A retail agent version 28:32 - Is Derive bridging CeFi to DeFi? 29:38 - Commodities on Derive 41:10 - Coinbase acquisition 42:17 - $22.3 billion in notional volume 43:28 - Governance and tokenomics 45:40 - Options MM program 50:31 - The SEC side and regulation 51:37 - White label opportunities 51:53 - 35% of fees go to buybacks 57:07 - Wrap up and takeaways

MCG

10,272 görüntüleme • 5 ay önce