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Alexander Cutler explains how Hyperliquid won despite not raisng any VC capital: “They did it by not raising a bunch of money, selling a bunch of tokens on the market.” “They did it by distributing 97% of the revenue they produce back to the token.” “If you are not... show more

The Rollup

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20,867 次观看 • 3 个月前 •via X (Twitter)

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“If you are not are maximally capturing and redistributing 100% of the value, that is a bounty for a competitor to offer that and beat you.”

“If you are not are maximally capturing and redistributing 100% of the value, that is a bounty for a competitor to offer that and beat you.”

Aero

14,256 次观看 • 2 个月前

Alex Cutler on the token design principles that make Metadex a competitor to the NYSE: "Tokens are the single biggest revolution to coordination since the invention of the firm. You can build a competitor to the NYSE, without intermediaries, decentralized." "100% of productive value of the DEX — all revenue, all value — goes to token operators. Immutably. Permissionlessly. Each and every week." "We can't enrich ourselves by selling worthless tokens before product-market fit. We're users of our own product. Hyperliquid didn't own its category not that many years ago."

Alex Cutler on the token design principles that make Metadex a competitor to the NYSE: "Tokens are the single biggest revolution to coordination since the invention of the firm. You can build a competitor to the NYSE, without intermediaries, decentralized." "100% of productive value of the DEX — all revenue, all value — goes to token operators. Immutably. Permissionlessly. Each and every week." "We can't enrich ourselves by selling worthless tokens before product-market fit. We're users of our own product. Hyperliquid didn't own its category not that many years ago."

The Rollup

25,364 次观看 • 2 个月前

Ran Neuner shares his checklist for identifying protocols actually worth investing in "What are the protocols that are actually going to succeed? Number one, big daddy is Hyperliquid. That's why the market's giving Hyperliquid an $81 billion valuation. Why? Because they buy back tokens and burn them with fees every single day. Their fees in the last couple, has it been $4 million, $5 million a day? And they literally take that and buy back tokens with a large percentage of that money." "Pumpfun, same thing. Massive use case, growing. It's a network, definitely, because the more users that join the network, the more fun that network becomes. And they're buying back and burning the tokens. They tick all the boxes." " Venice, the AI token, they've got 4 million users, $100 million in annualized revenue, growing extremely fast, and a mechanism to give the value back to token holders." "So I think that's the formula. Are you growing? Are you growing into a network? Do you have real sustainable revenues? And do you have a mechanism to actually give that revenue back to your token holders? If the answer to all four of those is yes, invest." "If the answer to the first is yes and the fourth one is no, also invest."

Ran Neuner shares his checklist for identifying protocols actually worth investing in "What are the protocols that are actually going to succeed? Number one, big daddy is Hyperliquid. That's why the market's giving Hyperliquid an $81 billion valuation. Why? Because they buy back tokens and burn them with fees every single day. Their fees in the last couple, has it been $4 million, $5 million a day? And they literally take that and buy back tokens with a large percentage of that money." "Pumpfun, same thing. Massive use case, growing. It's a network, definitely, because the more users that join the network, the more fun that network becomes. And they're buying back and burning the tokens. They tick all the boxes." " Venice, the AI token, they've got 4 million users, $100 million in annualized revenue, growing extremely fast, and a mechanism to give the value back to token holders." "So I think that's the formula. Are you growing? Are you growing into a network? Do you have real sustainable revenues? And do you have a mechanism to actually give that revenue back to your token holders? If the answer to all four of those is yes, invest." "If the answer to the first is yes and the fourth one is no, also invest."

The Wolf Of All Streets

35,089 次观看 • 26 天前

I stood on the steps of the Supreme Court Monday . Donald Trump has done real things for MAHA. I believe that. But when the Department of Justice shows up to defend Bayer and Monsanto against the American people, against the health of our children, I have to say: you got this one wrong. Liability protection for corporations that poison people is not a conservative value. It is not a Republican value. It is not a Democratic value. It is not an American value. It is the opposite of a free market. It is the government putting its thumb on the scale for corporations that are losing in court because their products are causing cancer. Every child in this country deserves to be healthy. That is not a political statement. That is the only statement that matters. So in the words of the President himself: we are going to fight, fight.

I stood on the steps of the Supreme Court Monday . Donald Trump has done real things for MAHA. I believe that. But when the Department of Justice shows up to defend Bayer and Monsanto against the American people, against the health of our children, I have to say: you got this one wrong. Liability protection for corporations that poison people is not a conservative value. It is not a Republican value. It is not a Democratic value. It is not an American value. It is the opposite of a free market. It is the government putting its thumb on the scale for corporations that are losing in court because their products are causing cancer. Every child in this country deserves to be healthy. That is not a political statement. That is the only statement that matters. So in the words of the President himself: we are going to fight, fight.

Del Bigtree

147,542 次观看 • 4 个月前

Threadguy explains why Pokémon gacha companies have one of the greatest business models ever “You have a very finite supply of vintage Pokémon that people want. There's not that many of these cards” “So you get a bunch of these gambling companies to come in and the only moat these gacha companies have is their supply. So they come up with big VC dollars and they buy everything” “They put them in these packs. Somebody spends, reveals a gacha and what do they do? They sell it back to the company -15% and then they spend again” “Almost nobody is actually cashing out, getting the card shipped and letting it hit the market again. Once they're purchased from the gacha companies, these cards never hit the market again” “Gamble, sell back, gamble, sell back, gamble, sell back” “The gacha companies never have to sell inventory because they make 15% on every gamble and sell back. The actual gamblers never let the inventory hit the market because they just sell back”

Threadguy explains why Pokémon gacha companies have one of the greatest business models ever “You have a very finite supply of vintage Pokémon that people want. There's not that many of these cards” “So you get a bunch of these gambling companies to come in and the only moat these gacha companies have is their supply. So they come up with big VC dollars and they buy everything” “They put them in these packs. Somebody spends, reveals a gacha and what do they do? They sell it back to the company -15% and then they spend again” “Almost nobody is actually cashing out, getting the card shipped and letting it hit the market again. Once they're purchased from the gacha companies, these cards never hit the market again” “Gamble, sell back, gamble, sell back, gamble, sell back” “The gacha companies never have to sell inventory because they make 15% on every gamble and sell back. The actual gamblers never let the inventory hit the market because they just sell back”

Jack

361,803 次观看 • 3 个月前

Imagine 105 million illegal aliens gaining amnesty and voting. The Civil War is child’s play next to this. Not because of guns. Because of votes. Amnesty for 105 million is not compassion. It is a replacement of the electorate. After that, the Second Amendment is a museum piece. Heinlein, author of Starship Troopers, had the line: "That which is given has no value." Hand someone a country and they do not inherit Iwo Jima. They inherit a gift they already resent you for giving. Tillis and that gang are selling the gift.

Imagine 105 million illegal aliens gaining amnesty and voting. The Civil War is child’s play next to this. Not because of guns. Because of votes. Amnesty for 105 million is not compassion. It is a replacement of the electorate. After that, the Second Amendment is a museum piece. Heinlein, author of Starship Troopers, had the line: "That which is given has no value." Hand someone a country and they do not inherit Iwo Jima. They inherit a gift they already resent you for giving. Tillis and that gang are selling the gift.

Gregory K Bovino

116,083 次观看 • 1 个月前

Newsom: These guys are not screwing around. They did not expect California. They did not expect all of you. They thought we were going to write an op-ed, have a candlelight vigil, maybe do a rally. They poked the bear and the bear is poking back and we are going to get out there and win and send a powerful message not only to the people of this state of California but the people all over the United States of America by going out in record numbers. Yes on 50.

Newsom: These guys are not screwing around. They did not expect California. They did not expect all of you. They thought we were going to write an op-ed, have a candlelight vigil, maybe do a rally. They poked the bear and the bear is poking back and we are going to get out there and win and send a powerful message not only to the people of this state of California but the people all over the United States of America by going out in record numbers. Yes on 50.

Acyn

459,484 次观看 • 10 个月前

Fantastic breakdown from Ben Horowitz on the history of venture capital and how the industry has evolved over time If you are building a VC firm or an entrepreneur thinking about raising money from venture capital, this is worth a listen "In venture capital, the fundamental thing you have to be is top tier. If you are not top tier, the best entrepreneurs will not take your money. There are times when the market is so blazing hot that you can be a not-important VC firm and jump into good deals to make money. But most times, if you are not top tier, you will go out of business."

Fantastic breakdown from Ben Horowitz on the history of venture capital and how the industry has evolved over time If you are building a VC firm or an entrepreneur thinking about raising money from venture capital, this is worth a listen "In venture capital, the fundamental thing you have to be is top tier. If you are not top tier, the best entrepreneurs will not take your money. There are times when the market is so blazing hot that you can be a not-important VC firm and jump into good deals to make money. But most times, if you are not top tier, you will go out of business."

Boring_Business

21,897 次观看 • 7 个月前

There was a parent who lost a child to the needle. Not lost to death, which at least lets you grieve and one day stop. Lost to the street. To the years of disappearing, the phone that stops being answered, the front door left unlocked every single night for a decade on the chance the child might finally come through it. And the parent never stopped. Did not move on. Did not decide the child was too far gone. Drove to the worst parts of town to scan the faces under the overpass. Searched for years, going gray with it, burying the hope a hundred times and digging it back up every morning, because a parent does not get to stop loving a child just because the child is lost. And then came the day it finally happened. The child, hollowed out, certain they were beyond all loving, looked up, and there was the parent's face. And neither of them could speak. They just held on, and they wept, the kind of weeping that has years of grief and years of longing pouring out of it at once, the child sobbing the only word they could find, sorry, sorry, and the parent saying the only word that mattered, which was not "where have you been" and not "do you know what you did to me," but only, over and over into their hair, you're home, you're home, you're home. Now understand. That is not just a real story about a parent and a child. That is God, and that is humanity. No one is forgotten by the Father. He did not fold His arms and wait at home for you to crawl back and prove you were worth it. The moment you were lost, He came after you. And the cost He paid to reach the very bottom of your pit was not patience, and it was not effort. It was His Son, sent down below all of it, so there would be no depth where His face was not already waiting for you to find it. So hear this, wherever it finds you. You were never forgotten, not for one second, not in the worst of it. The door has been unlocked every night since the day you left. He is still driving the worst parts of town. He is still scanning the faces under the overpass. He is still weeping over the ones who are certain they have fallen too far to ever come back. And the moment you turn around, you will not hear "where have you been." You will only hear, said over and over into your hair, the one thing that has been true since before the foundation of the world: you're home, you're home, you're home. Stop running. Come home.

There was a parent who lost a child to the needle. Not lost to death, which at least lets you grieve and one day stop. Lost to the street. To the years of disappearing, the phone that stops being answered, the front door left unlocked every single night for a decade on the chance the child might finally come through it. And the parent never stopped. Did not move on. Did not decide the child was too far gone. Drove to the worst parts of town to scan the faces under the overpass. Searched for years, going gray with it, burying the hope a hundred times and digging it back up every morning, because a parent does not get to stop loving a child just because the child is lost. And then came the day it finally happened. The child, hollowed out, certain they were beyond all loving, looked up, and there was the parent's face. And neither of them could speak. They just held on, and they wept, the kind of weeping that has years of grief and years of longing pouring out of it at once, the child sobbing the only word they could find, sorry, sorry, and the parent saying the only word that mattered, which was not "where have you been" and not "do you know what you did to me," but only, over and over into their hair, you're home, you're home, you're home. Now understand. That is not just a real story about a parent and a child. That is God, and that is humanity. No one is forgotten by the Father. He did not fold His arms and wait at home for you to crawl back and prove you were worth it. The moment you were lost, He came after you. And the cost He paid to reach the very bottom of your pit was not patience, and it was not effort. It was His Son, sent down below all of it, so there would be no depth where His face was not already waiting for you to find it. So hear this, wherever it finds you. You were never forgotten, not for one second, not in the worst of it. The door has been unlocked every night since the day you left. He is still driving the worst parts of town. He is still scanning the faces under the overpass. He is still weeping over the ones who are certain they have fallen too far to ever come back. And the moment you turn around, you will not hear "where have you been." You will only hear, said over and over into your hair, the one thing that has been true since before the foundation of the world: you're home, you're home, you're home. Stop running. Come home.

Kirk Rollins

21,168 次观看 • 3 个月前

Elon Musk explains how Tesla’s Cybercab fleet will work: “Think of Tesla like some combination of Airbnb and Uber. There’ll be some number of cars that Tesla owns itself and operates in the fleet, and then there’ll be a bunch of cars owned by the end user. That end user can add or subtract their car from the fleet whenever they want. They can decide if they only want the car to be used by friends and family, by five-star users, or by anyone at any time. They could have the car come back to them and be exclusively theirs, like an Airbnb. You could rent out your guest room or not anytime you want.”

Elon Musk explains how Tesla’s Cybercab fleet will work: “Think of Tesla like some combination of Airbnb and Uber. There’ll be some number of cars that Tesla owns itself and operates in the fleet, and then there’ll be a bunch of cars owned by the end user. That end user can add or subtract their car from the fleet whenever they want. They can decide if they only want the car to be used by friends and family, by five-star users, or by anyone at any time. They could have the car come back to them and be exclusively theirs, like an Airbnb. You could rent out your guest room or not anytime you want.”

DogeDesigner

210,413 次观看 • 23 天前

5.5 billion people on the internet. All of them use money. Lily Liu on the token supercycle. "What we're in the midst of right now is the token supercycle. Everything of value is becoming programmable." "Money, assets, ownership, and markets are always going to move towards the largest market, and that largest market is the internet capital market." "This is not just a market rally or a near-term narrative. It's a structural transformation of global capital markets."

5.5 billion people on the internet. All of them use money. Lily Liu on the token supercycle. "What we're in the midst of right now is the token supercycle. Everything of value is becoming programmable." "Money, assets, ownership, and markets are always going to move towards the largest market, and that largest market is the internet capital market." "This is not just a market rally or a near-term narrative. It's a structural transformation of global capital markets."

Solana

136,272 次观看 • 25 天前

🇺🇸🇮🇷 Hugh Hewitt: Do we have to get back the highly enriched uranium? Is that a red line for a deal? Trump: Yes, we do. And by the way, from a standpoint of value, it's not very valuable; it probably can't be used. They may not be able to get it...

🇺🇸🇮🇷 Hugh Hewitt: Do we have to get back the highly enriched uranium? Is that a red line for a deal? Trump: Yes, we do. And by the way, from a standpoint of value, it's not very valuable; it probably can't be used. They may not be able to get it...

DD Geopolitics

38,053 次观看 • 4 个月前

Qullamaggie on Great Times to See What Stocks Hold Up “This is a great time to find the strongest stocks — the ones that are not affected by the overall market. So if you have a market pullback and you have a bunch of stocks that are not going down, guess what they will do when the market stops going down. And even starts going higher. Those stocks will fly.”

Qullamaggie on Great Times to See What Stocks Hold Up “This is a great time to find the strongest stocks — the ones that are not affected by the overall market. So if you have a market pullback and you have a bunch of stocks that are not going down, guess what they will do when the market stops going down. And even starts going higher. Those stocks will fly.”

Lone

10,563 次观看 • 2 个月前

If you do anything today, please listen to this 3-min clip on what Co-CEO Joseph Chalom refers to as The ETH Opportunity... FYI, Joe is the former Head of Digital Assets Strategy at BlackRock, who drove the creation of IBIT, ETHA, and BUIDL. "The more assets and transactions that are secured on the Ethereum network, have been proven to increase the value of ETH..." "If you look at the last 5 years, for each $2 secured on the network, on Ethereum and the L2s, it's driven about $1 of market cap value of Ethereum [ETH]..." "And if you take a step back and say stablecoins are at this size today, but Treasury Secretary Scott Bessent says it's gonna grow to a trillion over the next 3 years, if you look at the adoption of RWAs, which is in the first inning and can literally go j-curve, the value of tokenized assets which could be measured in the trillions or tens of trillions... they are gonna be secured by a decentralized network. We believe the vast majority is gonna be Ethereum. That is a bull case for ETH..." "If more assets are secured on the Ethereum network, the value of ETH will go up, and the value of it being a trust commodity, the highest value of money, is gonna be critically important if you believe we are at a paradigm shift, and that's what I call the ETH opportunity. It's not a trade, it's an ETH opportunity." "And for all of those who feel like they missed the early days of crypto, you are at still a very early entry point in the adoption of Ethereum and that is the long term ETH opportunity, not the ETH trade." ACCELERATE 🚀

If you do anything today, please listen to this 3-min clip on what Co-CEO Joseph Chalom refers to as The ETH Opportunity... FYI, Joe is the former Head of Digital Assets Strategy at BlackRock, who drove the creation of IBIT, ETHA, and BUIDL. "The more assets and transactions that are secured on the Ethereum network, have been proven to increase the value of ETH..." "If you look at the last 5 years, for each $2 secured on the network, on Ethereum and the L2s, it's driven about $1 of market cap value of Ethereum [ETH]..." "And if you take a step back and say stablecoins are at this size today, but Treasury Secretary Scott Bessent says it's gonna grow to a trillion over the next 3 years, if you look at the adoption of RWAs, which is in the first inning and can literally go j-curve, the value of tokenized assets which could be measured in the trillions or tens of trillions... they are gonna be secured by a decentralized network. We believe the vast majority is gonna be Ethereum. That is a bull case for ETH..." "If more assets are secured on the Ethereum network, the value of ETH will go up, and the value of it being a trust commodity, the highest value of money, is gonna be critically important if you believe we are at a paradigm shift, and that's what I call the ETH opportunity. It's not a trade, it's an ETH opportunity." "And for all of those who feel like they missed the early days of crypto, you are at still a very early entry point in the adoption of Ethereum and that is the long term ETH opportunity, not the ETH trade." ACCELERATE 🚀

DeFi Dad ⟠ defidad.eth

260,032 次观看 • 1 年前

TMZ is lying that they cheered for the car Chase and not for the Death of Charlie Kirk, this Lady did her own investigation and she Time Stamped everything. TMZ is lying and have been a bunch of Left wingers for a longtime! Just a bunch of Lying Fools.

TMZ is lying that they cheered for the car Chase and not for the Death of Charlie Kirk, this Lady did her own investigation and she Time Stamped everything. TMZ is lying and have been a bunch of Left wingers for a longtime! Just a bunch of Lying Fools.

Johnny Midnight ⚡️

238,821 次观看 • 1 年前

Reed explains that the job of a board member is not to add value or give advice. It is to replace the CEO: "If the company falls apart, I will be part of replacing the CEO. That's basically the entire job. To have the confidence to do that, you have to learn the business. Board members are not here to add value. They can hire consultants who know the industry and are not conflicted for advice. So I shouldn't spend my time trying to give advice. So then what am I doing? I'm here as a board member as an insurance layer. Don't measure yourself by did you give a suggestion? Measure yourself by did you get more prepared for the small chance that you will have to take big action."

Reed explains that the job of a board member is not to add value or give advice. It is to replace the CEO: "If the company falls apart, I will be part of replacing the CEO. That's basically the entire job. To have the confidence to do that, you have to learn the business. Board members are not here to add value. They can hire consultants who know the industry and are not conflicted for advice. So I shouldn't spend my time trying to give advice. So then what am I doing? I'm here as a board member as an insurance layer. Don't measure yourself by did you give a suggestion? Measure yourself by did you get more prepared for the small chance that you will have to take big action."

Patrick OShaughnessy

353,268 次观看 • 8 个月前

"They said that if we get the money, there's going to be a period of time that it will take to get her back... and they gave the number of hours." TMZ's Harvey Levin says the writer of the Guthrie ransom letter might have left a clue about how far they could be from the Tucson area.

"They said that if we get the money, there's going to be a period of time that it will take to get her back... and they gave the number of hours." TMZ's Harvey Levin says the writer of the Guthrie ransom letter might have left a clue about how far they could be from the Tucson area.

Erin Burnett OutFront

144,904 次观看 • 7 个月前