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Bits + Bips: Hyperliquid’s USDH Bidding War & Why the DAT Model Is Broken On Bits + Bips: Kavita Gupta, Alex Thorn & sam.frax debate: 💥 The Hyperliquid USDH bidding war ⚠️ DATs raising w/o accountability 📊 Solana vs. L2s for tokenized stocks And more! Timestamps: 🎬 0:00 Intro...

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Laura Shin

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11,199 görüntüleme • 9 ay önce •via X (Twitter)

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Why the War Over the USDH Ticker on Hyperliquid Is Bullish for Crypto This week’s crypto’s hottest drama: the USDH ticker war 💥 On Unchained, MegaETH’s Shuyao Kong explains: 🤝 Why “ecosystem alignment” matters 🤔 What this means for onchain governance 💸 Yield-chasers vs. yield-agnostics in stablecoins 🔥 Who wins the battle for Hyperliquid Timestamps: 🎬 0:00 Intro 🔥 3:02 Why Shuyao is so energized by the USDH ticker war 🔄 4:52 How the #USDH drama reshaped MegaETH’s USDm launch 🤝 5:27 What convinced #MegaETH to choose Ethena as its partner 🌐 11:20 What it really means to be aligned with an ecosystem 🚪 15:36 How Shuyao views #Ethena’s sudden withdrawal from the contest 📣 18:22 Whether public governance decisions will keep gaining influence 🏗️ 20:16 Will protocol-native stablecoins be the winners of the next wave? 💵 21:22 Could #Circle and #Tether actually get pushed aside on #Hyperliquid?
22:33

Why the War Over the USDH Ticker on Hyperliquid Is Bullish for Crypto This week’s crypto’s hottest drama: the USDH ticker war 💥 On Unchained, MegaETH’s Shuyao Kong explains: 🤝 Why “ecosystem alignment” matters 🤔 What this means for onchain governance 💸 Yield-chasers vs. yield-agnostics in stablecoins 🔥 Who wins the battle for Hyperliquid Timestamps: 🎬 0:00 Intro 🔥 3:02 Why Shuyao is so energized by the USDH ticker war 🔄 4:52 How the #USDH drama reshaped MegaETH’s USDm launch 🤝 5:27 What convinced #MegaETH to choose Ethena as its partner 🌐 11:20 What it really means to be aligned with an ecosystem 🚪 15:36 How Shuyao views #Ethena’s sudden withdrawal from the contest 📣 18:22 Whether public governance decisions will keep gaining influence 🏗️ 20:16 Will protocol-native stablecoins be the winners of the next wave? 💵 21:22 Could #Circle and #Tether actually get pushed aside on #Hyperliquid?

Laura Shin

83,078 görüntüleme • 9 ay önce

New episode with Kyle Samani out now! Yano 🟪 We discuss: - Raising $1.65B for Forward Industries – $FORD - Partnering with Jump Crypto 🔥💃🏻 & Galaxy - Integrating DATs into DeFi - Internet capital markets - What's next for Forward Industries? - Stablecoins, SOL ETFs & more! Timestamps: 00:00 Introduction 01:28 The Ultimate Vision For Forward Industries 08:58 Raising $1.65B For Forward Industries 10:56 Partnering With Jump & Galaxy 16:35 Ads (Peaq) 17:27 Integrating DATs Into DeFi 25:22 M&A Strategies 29:58 BTC vs SOL DATs 32:28 Ads (Peaq) 33:21 How Will SOL ETFs Impact Solana DATs? 35:28 What's Next For Forward Industries? 41:40 Lessons Learned From Hyperliquid's USDH 46:21 Ads (Eigen Layer) 47:20 The Internet Capital Markets Thesis 54:10 Stablecoins Are Crypto's iPhone Moment Links below ↓
58:25

New episode with Kyle Samani out now! Yano 🟪 We discuss: - Raising $1.65B for Forward Industries – $FORD - Partnering with Jump Crypto 🔥💃🏻 & Galaxy - Integrating DATs into DeFi - Internet capital markets - What's next for Forward Industries? - Stablecoins, SOL ETFs & more! Timestamps: 00:00 Introduction 01:28 The Ultimate Vision For Forward Industries 08:58 Raising $1.65B For Forward Industries 10:56 Partnering With Jump & Galaxy 16:35 Ads (Peaq) 17:27 Integrating DATs Into DeFi 25:22 M&A Strategies 29:58 BTC vs SOL DATs 32:28 Ads (Peaq) 33:21 How Will SOL ETFs Impact Solana DATs? 35:28 What's Next For Forward Industries? 41:40 Lessons Learned From Hyperliquid's USDH 46:21 Ads (Eigen Layer) 47:20 The Internet Capital Markets Thesis 54:10 Stablecoins Are Crypto's iPhone Moment Links below ↓

Empire 🟪

121,361 görüntüleme • 9 ay önce

Galaxy launched its tokenized stock on Solana. Yes, on Solana and not Ethereum layer 2s. Why? Alex Thorn says that L2s are NOT ready for tokenized stocks.
0:54

Galaxy launched its tokenized stock on Solana. Yes, on Solana and not Ethereum layer 2s. Why? Alex Thorn says that L2s are NOT ready for tokenized stocks.

Laura Shin

48,448 görüntüleme • 9 ay önce

The competition was tough to win Robinhood’s business. In this episode, Offchain Labs CEO Steven Goldfeder explains: 🧠 Why Robinhood picked the Arbitrum stack (instead of Solana’s) 💸 How the choice turned gas fees into revenue for Robinhood 📈 What tokenized stocks mean for DeFi 🎨 Why better UX is crypto’s biggest unlock and more! Timestamps: 🎬 0:00 Intro 🚀 1:44 Why Robinhood chose Arbitrum and how much control they really have 🧑‍💻 6:38 How Arbitrum Stylus could power better UX for Robinhood and beyond 🌊 10:26 Why liquidity fragmentation is still a major unsolved problem 🧲 11:41 What makes MEV capture so attractive to big players like Robinhood 🏆 13:48 Why tokenized stocks might be the “big prize” on Arbitrum 🌐 16:12 What it means to be part of the Arbitrum ecosystem 📊 18:02 How tokenized equities could change investing and what the risks are 🏛️ 21:11 Why the Arbitrum DAO stands to gain from this partnership 🔧 22:17 How Steven thinks fragmentation can be fixed more easily than most believe 🌉 25:52 Where the crypto-TradFi convergence is headed next 💬 29:40 Why Steven defends Ethereum and calls out the critics of L2s Thank you to our sponsors! @AskFocal Ledn
34:18

The competition was tough to win Robinhood’s business. In this episode, Offchain Labs CEO Steven Goldfeder explains: 🧠 Why Robinhood picked the Arbitrum stack (instead of Solana’s) 💸 How the choice turned gas fees into revenue for Robinhood 📈 What tokenized stocks mean for DeFi 🎨 Why better UX is crypto’s biggest unlock and more! Timestamps: 🎬 0:00 Intro 🚀 1:44 Why Robinhood chose Arbitrum and how much control they really have 🧑‍💻 6:38 How Arbitrum Stylus could power better UX for Robinhood and beyond 🌊 10:26 Why liquidity fragmentation is still a major unsolved problem 🧲 11:41 What makes MEV capture so attractive to big players like Robinhood 🏆 13:48 Why tokenized stocks might be the “big prize” on Arbitrum 🌐 16:12 What it means to be part of the Arbitrum ecosystem 📊 18:02 How tokenized equities could change investing and what the risks are 🏛️ 21:11 Why the Arbitrum DAO stands to gain from this partnership 🔧 22:17 How Steven thinks fragmentation can be fixed more easily than most believe 🌉 25:52 Where the crypto-TradFi convergence is headed next 💬 29:40 Why Steven defends Ethereum and calls out the critics of L2s Thank you to our sponsors! @AskFocal Ledn

Laura Shin

53,073 görüntüleme • 11 ay önce

Bits + Bips: Why Crypto's Next Step Is Perps, Tokenized Stocks and Altcoin ETFs James Seyffart, Ram Ahluwalia CFA, Lumida, Noelle Acheson + Thomas Uhm break down: 💥 Robinhood’s tokenized stocks and its own L2 🤑 Perps could “eat the world” 🌐 TradFi + crypto are converging fast 🤔 Should Powell listen to Trump? 👀 The next crypto ETFs Timestamps: 🎬 0:00 Intro 👔 2:25 Tom’s path from Jane Street to crypto 💸 5:50 Why Jito’s yield model works + the importance of market makers 📊 12:47 Whether tokenized U.S. stocks actually solve anything for investors 🌍 31:47 Why Tom says “perps are going to eat the world” 🏦 39:25 How perps could sneak their way into traditional finance 📉 41:43 Whether perps are a better instrument than futures 🧠 50:51 Why James thinks we’re heading into an altcoin ETF summer 📥 56:01 How liquid staking is critical in the context of ETFs with staking 📈 1:05:06 Why the S&P 500 keeps hitting all-time highs ⚠️ 1:07:43 Ram lays out the risks of 1% interest rates Thank you to Bitwise for sponsoring this episode!
1:15:58

Bits + Bips: Why Crypto's Next Step Is Perps, Tokenized Stocks and Altcoin ETFs James Seyffart, Ram Ahluwalia CFA, Lumida, Noelle Acheson + Thomas Uhm break down: 💥 Robinhood’s tokenized stocks and its own L2 🤑 Perps could “eat the world” 🌐 TradFi + crypto are converging fast 🤔 Should Powell listen to Trump? 👀 The next crypto ETFs Timestamps: 🎬 0:00 Intro 👔 2:25 Tom’s path from Jane Street to crypto 💸 5:50 Why Jito’s yield model works + the importance of market makers 📊 12:47 Whether tokenized U.S. stocks actually solve anything for investors 🌍 31:47 Why Tom says “perps are going to eat the world” 🏦 39:25 How perps could sneak their way into traditional finance 📉 41:43 Whether perps are a better instrument than futures 🧠 50:51 Why James thinks we’re heading into an altcoin ETF summer 📥 56:01 How liquid staking is critical in the context of ETFs with staking 📈 1:05:06 Why the S&P 500 keeps hitting all-time highs ⚠️ 1:07:43 Ram lays out the risks of 1% interest rates Thank you to Bitwise for sponsoring this episode!

Laura Shin

22,728 görüntüleme • 11 ay önce

New episode with Jake Chervinsky and Mary-Catherine Lader out now! We discuss: - Hyperliquid's 24/7 markets - The Hyperliquid policy center - How Native Markets won USDH - Stablecoins, 2026 regulation & more! Timestamps: 00:00 Introduction 02:45 The Hyperliquid 24/7 Markets Thesis 06:02 Founding The Hyperliquid Policy Center 15:45 The State of DeFi Regulation 18:59 ZKsync Ad 19:34 The Hyperliquid USDH Proposal 29:59 Stablecoin Regulation In The US 38:05 The Hyperliquid 24/7 Markets Thesis 44:40 The Future of Stablecoins 57:53 Crypto Regulation In 2026 & Beyond
1:05:12

New episode with Jake Chervinsky and Mary-Catherine Lader out now! We discuss: - Hyperliquid's 24/7 markets - The Hyperliquid policy center - How Native Markets won USDH - Stablecoins, 2026 regulation & more! Timestamps: 00:00 Introduction 02:45 The Hyperliquid 24/7 Markets Thesis 06:02 Founding The Hyperliquid Policy Center 15:45 The State of DeFi Regulation 18:59 ZKsync Ad 19:34 The Hyperliquid USDH Proposal 29:59 Stablecoin Regulation In The US 38:05 The Hyperliquid 24/7 Markets Thesis 44:40 The Future of Stablecoins 57:53 Crypto Regulation In 2026 & Beyond

Empire 🟪

13,947 görüntüleme • 3 ay önce

🎙️ New The Edge Podcast 💥 Why ETH Is The Best Way To Bet On The Stablecoin Boom 0:00 - Intro 5:36 - Background on Electric Capital 7:21 - Why write this stablecoin report 9:29 - Outsized demand for stablecoins 10:59 - Ethereum is the chain for stablecoins 15:48 - Value of decentralization on Ethereum 24:02 - ETH as a reserve asset and SoV 27:29 - DATs accelerating demand for ETH 30:27 - Big money connects ETH to stablecoin growth 37:39 - Stablecoin flywheel can't be forked 44:10 - Risks to Electric Capital’s thesis for ETH 48:25 - Role of L2s in ETH stablecoin flywheel 50:41 - Closing 🙏 Special thanks to Maria 🐸 and Sanjay Shah ⚡️ of Electric Capital ⚡️ for joining us!
53:22

🎙️ New The Edge Podcast 💥 Why ETH Is The Best Way To Bet On The Stablecoin Boom 0:00 - Intro 5:36 - Background on Electric Capital 7:21 - Why write this stablecoin report 9:29 - Outsized demand for stablecoins 10:59 - Ethereum is the chain for stablecoins 15:48 - Value of decentralization on Ethereum 24:02 - ETH as a reserve asset and SoV 27:29 - DATs accelerating demand for ETH 30:27 - Big money connects ETH to stablecoin growth 37:39 - Stablecoin flywheel can't be forked 44:10 - Risks to Electric Capital’s thesis for ETH 48:25 - Role of L2s in ETH stablecoin flywheel 50:41 - Closing 🙏 Special thanks to Maria 🐸 and Sanjay Shah ⚡️ of Electric Capital ⚡️ for joining us!

DeFi Dad ⟠ defidad.eth

27,014 görüntüleme • 10 ay önce

HIP-4 is officially live and so is Liquidiction! Liquidiction is THE frontend aggregator for all HIP-4 markets on Hyperliquid Trade here → Mint USDH →
0:29

HIP-4 is officially live and so is Liquidiction! Liquidiction is THE frontend aggregator for all HIP-4 markets on Hyperliquid Trade here → Mint USDH →

Liquidiction

14,255 görüntüleme • 1 ay önce

Jeff Park (Jeff Park) on Why the 60/40 Portfolio Is Already Over. Timestamps: 00:00 Intro 01:03 Breaking Down STRC 03:53 Bitcoin vs. Gold in Uncertain Times 05:40 Seller Exhaustion and Bitcoin's Setup 06:16 The Radical Portfolio Theory Explained 09:16 What the Portfolio Actually Looks Like 12:35 Why Private Credit Is Left Out 15:37 The Thanksgiving Turkey Analogy 17:51 Is Jeff Bullish on TAO? 18:50 Why Jeff Is Bullish on Hyperliquid 21:04 Jeff's Final Take
23:29

Jeff Park (Jeff Park) on Why the 60/40 Portfolio Is Already Over. Timestamps: 00:00 Intro 01:03 Breaking Down STRC 03:53 Bitcoin vs. Gold in Uncertain Times 05:40 Seller Exhaustion and Bitcoin's Setup 06:16 The Radical Portfolio Theory Explained 09:16 What the Portfolio Actually Looks Like 12:35 Why Private Credit Is Left Out 15:37 The Thanksgiving Turkey Analogy 17:51 Is Jeff Bullish on TAO? 18:50 Why Jeff Is Bullish on Hyperliquid 21:04 Jeff's Final Take

The Rollup

43,428 görüntüleme • 3 ay önce

New episode with Viktor | RockawayX RockawayX (Hiring) out now! We discuss: - Buying SOL at $0.04 - Viktor's Solana thesis - Why the L1 debate is over - DoubleZero IBRL/acc, crypto DATs & more Timestamps: 00:00 Introduction 03:05 The Solana Origin Story 11:33 Katana Ad 12:35 The L1 Debate Is Over 17:06 RockawayX’s Updated Solana Thesis 27:59 What’s The Endgame For Solana? 31:17 Katana Ad 32:20 Tokenization & Bringing Assets Onchain 43:17 Crypto Treasury Vehicles, mNAVs & Solana DeFi 50:54 DoubleZero 01:01:00 Frankendancer 01:02:21 Pump Fun
1:08:11

New episode with Viktor | RockawayX RockawayX (Hiring) out now! We discuss: - Buying SOL at $0.04 - Viktor's Solana thesis - Why the L1 debate is over - DoubleZero IBRL/acc, crypto DATs & more Timestamps: 00:00 Introduction 03:05 The Solana Origin Story 11:33 Katana Ad 12:35 The L1 Debate Is Over 17:06 RockawayX’s Updated Solana Thesis 27:59 What’s The Endgame For Solana? 31:17 Katana Ad 32:20 Tokenization & Bringing Assets Onchain 43:17 Crypto Treasury Vehicles, mNAVs & Solana DeFi 50:54 DoubleZero 01:01:00 Frankendancer 01:02:21 Pump Fun

Lightspeed

33,323 görüntüleme • 8 ay önce

Hyperliquid 101 ft tk ⛽️ 🎙️ Arjun | LI.FI and TK talk about how Hypercore and HyperEVM actually work, what makes devs stick around, and why the whole thing still feels like it shouldn’t work — but does. If you’re curious about what’s really happening behind all the “Hyperliquid” tweets — this one’s for you. Timestamps from the episode: 0:00 – Hyperliquid is all over Twitter—but why? 3:21 – Hypercore vs HyperEVM 7:25 – Onboarding friction didn’t matter 11:07 – Hyperliquid’s “no insiders” philosophy 15:21 – A launch strategy that only worked for Hyperliquid 18:53 – Activity on Hypercore 20:57 – Why devs are building native apps on HyperEVM 23:57 – Bridging between Hypercore & EVM is still clunky 26:30 – Apps are early and the infra is fragile 31:16 – The bull case for HyperEVM 35:11 – Hyperliquid community, being a degen, and FAFO
41:27

Hyperliquid 101 ft tk ⛽️ 🎙️ Arjun | LI.FI and TK talk about how Hypercore and HyperEVM actually work, what makes devs stick around, and why the whole thing still feels like it shouldn’t work — but does. If you’re curious about what’s really happening behind all the “Hyperliquid” tweets — this one’s for you. Timestamps from the episode: 0:00 – Hyperliquid is all over Twitter—but why? 3:21 – Hypercore vs HyperEVM 7:25 – Onboarding friction didn’t matter 11:07 – Hyperliquid’s “no insiders” philosophy 15:21 – A launch strategy that only worked for Hyperliquid 18:53 – Activity on Hypercore 20:57 – Why devs are building native apps on HyperEVM 23:57 – Bridging between Hypercore & EVM is still clunky 26:30 – Apps are early and the infra is fragile 31:16 – The bull case for HyperEVM 35:11 – Hyperliquid community, being a degen, and FAFO

LI.FI

28,290 görüntüleme • 1 yıl önce

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
1:08:42

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 🦁

643,504 görüntüleme • 1 yıl önce

LIVE NOW - Tokenized Stocks: The $100 Trillion Onchain Shift RYAN SΞAN ADAMS - rsa.eth 🦄 & David Hoffman sit down with Ondo Finance's Nathan Allman 🌊 and Ian De Bode to map the path from stablecoins to tokenized treasuries to tokenized stocks. We break down why Ondo’s wrapper model is set out to win, how blockchain brings 24/7 secondary markets, DeFi composability and much more liquidity. Ethereum and Ondo are leading a $100T onchain migration you can’t miss. -------------- TIMESTAMPS 0:00 Intro 5:55 Is Business Booming? 7:59 Are RWAs Inevitable? 12:50 Tokenized Treasuries 19:13 Tokenization Roadmap 24:17 Types of Tokenized Treasuries 31:40 What’s Holding the US Back? 37:08 Tokenized Stocks 41:04 Tokenized Stocks Liquidity 50:56 Property Rights 56:25 Is Permissionless Tokenization Possible? 1:04:32 24/7 Markets? 1:07:52 Ondo Global Markets 1:10:54 Why Ethereum? 1:12:08 Stocks Meet DeFi 1:19:26 What Chains will RWAs Settle On? 1:32:41 Is Wall Street Ready? 1:34:29 What’s Next? 1:36:00 Closing & Disclaimers
1:36:51

LIVE NOW - Tokenized Stocks: The $100 Trillion Onchain Shift RYAN SΞAN ADAMS - rsa.eth 🦄 & David Hoffman sit down with Ondo Finance's Nathan Allman 🌊 and Ian De Bode to map the path from stablecoins to tokenized treasuries to tokenized stocks. We break down why Ondo’s wrapper model is set out to win, how blockchain brings 24/7 secondary markets, DeFi composability and much more liquidity. Ethereum and Ondo are leading a $100T onchain migration you can’t miss. -------------- TIMESTAMPS 0:00 Intro 5:55 Is Business Booming? 7:59 Are RWAs Inevitable? 12:50 Tokenized Treasuries 19:13 Tokenization Roadmap 24:17 Types of Tokenized Treasuries 31:40 What’s Holding the US Back? 37:08 Tokenized Stocks 41:04 Tokenized Stocks Liquidity 50:56 Property Rights 56:25 Is Permissionless Tokenization Possible? 1:04:32 24/7 Markets? 1:07:52 Ondo Global Markets 1:10:54 Why Ethereum? 1:12:08 Stocks Meet DeFi 1:19:26 What Chains will RWAs Settle On? 1:32:41 Is Wall Street Ready? 1:34:29 What’s Next? 1:36:00 Closing & Disclaimers

Bankless

70,133 görüntüleme • 9 ay önce

Former Trump chief strategist Steve Bannon on how the president’s enemies are working to destroy MAGA with the war on Iran. (0:00) Will the Iran War Be the Downfall of MAGA? (6:55) Fox News’ Pro-War Propaganda (12:42) The Never-Trumpers Pretending to Be On Trump’s Team (15:30) Attacks on Anti-War Voices (25:48) The CIA Is Too Powerful (35:00) Why Is Tom Cotton Working to Keep the JFK Files Classified? (41:16) Lindsey Graham’s Warmongering Motives (48:30) Why Was Nobody Held Accountable for the Iraq War? (54:12) The Spiritual War Is More Evident Than Ever (1:00:53) The California Riots (1:08:55) Why Leftists and Neocons Are Scared of the Term “Nationalist” Includes paid partnerships.
1:17:33

Former Trump chief strategist Steve Bannon on how the president’s enemies are working to destroy MAGA with the war on Iran. (0:00) Will the Iran War Be the Downfall of MAGA? (6:55) Fox News’ Pro-War Propaganda (12:42) The Never-Trumpers Pretending to Be On Trump’s Team (15:30) Attacks on Anti-War Voices (25:48) The CIA Is Too Powerful (35:00) Why Is Tom Cotton Working to Keep the JFK Files Classified? (41:16) Lindsey Graham’s Warmongering Motives (48:30) Why Was Nobody Held Accountable for the Iraq War? (54:12) The Spiritual War Is More Evident Than Ever (1:00:53) The California Riots (1:08:55) Why Leftists and Neocons Are Scared of the Term “Nationalist” Includes paid partnerships.

Tucker Carlson

7,032,352 görüntüleme • 1 yıl önce

Ever since its airdrop in November, $HYPE has been on a tear 🔥. On Unchained, Arthur Hayes & Hans explain: 🚀 what actually fueled Hyperliquid’s rise 🪙 why the Wynn saga looks like a clever farm 📉 how Robinhood and Coinbase could be a real threat 🧠 and why HIP-3 is the DEX “holy grail” Timestamps: 🎬 0:00 Intro 🔥 3:25 Why Arthur says the future of perps is onchain—and what that changes 🚀 6:58 How Hyperliquid managed to climb the ranks without VCs 🧱 9:45 Whether being its own L1 gives Hyperliquid an edge 🔍 12:44 How Hanson adapts market making in a fully transparent environment 🕵️‍♂️ 16:40 Why Arthur doesn’t buy the James Wynn story 💸 20:56 Whether the types of traders on Hyperliquid are different than on other venues ⚔️ 22:14 How Hyperliquid could defend itself when Coinbase and Robinhood enter the arena 🔐 26:18 What Arthur and Hanson think about Jeff Yan’s post saying transparency benefits users 🐙 32:59 Did Binance and OKX try to sabotage Hyperliquid during the $JELLY event? 📊 38:24 Arthur answers his own question of whether Hyperliquid takes on Binance’s trading volume 🌘 42:20 Whether dark pool DEXes can fix transparency without killing decentralization 🔧 47:15 Why Hanson thinks the security FUD around Hyperliquid is overblown 🌏 50:20 Whether Asia’s crypto communities care less about decentralization 🧠 52:34 How Hyperliquid’s ecosystem play with HyperEVM could reshape its future 🏆 55:52 Why Arthur calls HIP-3 the “holy grail” for DEXes 🪙 1:00:01 Whether the HYPE buyback program is a good idea 📈 1:02:49 What Hyperliquid must get right as Coinbase and Robinhood show up Thank you to our sponsors! Xapo Bank Bitwise
1:20:08

Ever since its airdrop in November, $HYPE has been on a tear 🔥. On Unchained, Arthur Hayes & Hans explain: 🚀 what actually fueled Hyperliquid’s rise 🪙 why the Wynn saga looks like a clever farm 📉 how Robinhood and Coinbase could be a real threat 🧠 and why HIP-3 is the DEX “holy grail” Timestamps: 🎬 0:00 Intro 🔥 3:25 Why Arthur says the future of perps is onchain—and what that changes 🚀 6:58 How Hyperliquid managed to climb the ranks without VCs 🧱 9:45 Whether being its own L1 gives Hyperliquid an edge 🔍 12:44 How Hanson adapts market making in a fully transparent environment 🕵️‍♂️ 16:40 Why Arthur doesn’t buy the James Wynn story 💸 20:56 Whether the types of traders on Hyperliquid are different than on other venues ⚔️ 22:14 How Hyperliquid could defend itself when Coinbase and Robinhood enter the arena 🔐 26:18 What Arthur and Hanson think about Jeff Yan’s post saying transparency benefits users 🐙 32:59 Did Binance and OKX try to sabotage Hyperliquid during the $JELLY event? 📊 38:24 Arthur answers his own question of whether Hyperliquid takes on Binance’s trading volume 🌘 42:20 Whether dark pool DEXes can fix transparency without killing decentralization 🔧 47:15 Why Hanson thinks the security FUD around Hyperliquid is overblown 🌏 50:20 Whether Asia’s crypto communities care less about decentralization 🧠 52:34 How Hyperliquid’s ecosystem play with HyperEVM could reshape its future 🏆 55:52 Why Arthur calls HIP-3 the “holy grail” for DEXes 🪙 1:00:01 Whether the HYPE buyback program is a good idea 📈 1:02:49 What Hyperliquid must get right as Coinbase and Robinhood show up Thank you to our sponsors! Xapo Bank Bitwise

Laura Shin

52,573 görüntüleme • 1 yıl önce

🎙️ New The Edge Podcast 🤑 A Beginner’s Guide To ETH Treasury Companies 0:00 - Intro 6:49 - Kyle, Impact3, and The Milk Road 12:00 - Why Kyle’s team is so long ETH 18:17 - DAT or ETH treasury company? 19:23 - mNAV vs how the premium trades 23:54 - How stocks pivot to ETH DATs 29:11 - Importance of share count 32:36 - How DATs raise money to buy ETH 39:02 - ETH staking + DeFi yield for public markets 43:50 - Picking winners among ETH DATs 49:20 - ETH price leading sentiment 56:21 - ETH purchase / issuance ratio 1:01:05 - Takeaways from talks with Joe Lubin 1:05:17 - BTCS standout operator 1:11:28 - Ethereum DeFi 2.0 comes next 1:17:20 - Risks 1:27:06 - Recent OTC ETH buy from EF 1:29:52 - When will the market top out? 1:31:03 - Closing 🙏 Thanks to Milk Road Co-Owner and Impact3 Marketing Founder Kyle Reidhead | Milk Road for joining us!
1:33:16

🎙️ New The Edge Podcast 🤑 A Beginner’s Guide To ETH Treasury Companies 0:00 - Intro 6:49 - Kyle, Impact3, and The Milk Road 12:00 - Why Kyle’s team is so long ETH 18:17 - DAT or ETH treasury company? 19:23 - mNAV vs how the premium trades 23:54 - How stocks pivot to ETH DATs 29:11 - Importance of share count 32:36 - How DATs raise money to buy ETH 39:02 - ETH staking + DeFi yield for public markets 43:50 - Picking winners among ETH DATs 49:20 - ETH price leading sentiment 56:21 - ETH purchase / issuance ratio 1:01:05 - Takeaways from talks with Joe Lubin 1:05:17 - BTCS standout operator 1:11:28 - Ethereum DeFi 2.0 comes next 1:17:20 - Risks 1:27:06 - Recent OTC ETH buy from EF 1:29:52 - When will the market top out? 1:31:03 - Closing 🙏 Thanks to Milk Road Co-Owner and Impact3 Marketing Founder Kyle Reidhead | Milk Road for joining us!

DeFi Dad ⟠ defidad.eth

35,259 görüntüleme • 11 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
51:27

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

31,491 görüntüleme • 2 ay 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
1:29:06

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 🦁

570,996 görüntüleme • 4 ay önce

There’s no such thing as a free +10% DeFi yield Risk curators have been at the center of the storm. Steakhouse Financial’s SebVentures breaks down what most DeFi users misunderstand about yield, vault safety, and the coming stablecoin wave on Bits + Bips Plus: the liquidity problem with tokenized onchain credit funds & the role of new stablechains like Tempo and Plasma 👇 Timestamps: 🥩 0:27 Understanding Steakhouse Financial and its growth rate 🧠 2:27 What “risk curation” actually means and why Steakhouse focuses on institutions 💵 5:20 How Steakhouse Financial vaults generate stablecoin yields ⚙️ 8:07 What risk curators can—and can’t—control in a decentralized environment ⚠️ 12:56 What recent volatility revealed about #DeFi vaults and the collapse of Stream Finance 📉 17:01 Whether “safe” high yield is even possible 🧱 19:06 The liquidity problem with tokenized credit funds onchain 🌊 27:16 How Steakhouse is positioning for the stablecoin boom ⛓️ 28:52 How stablechains like #Tempo and #Plasma could change the game 🏦 30:15 Why Steakhouse plans to integrate tokenized deposits 🌍 32:23 Steakhouse’s 2026 bet on non-USD #stablecoins
34:29

There’s no such thing as a free +10% DeFi yield Risk curators have been at the center of the storm. Steakhouse Financial’s SebVentures breaks down what most DeFi users misunderstand about yield, vault safety, and the coming stablecoin wave on Bits + Bips Plus: the liquidity problem with tokenized onchain credit funds & the role of new stablechains like Tempo and Plasma 👇 Timestamps: 🥩 0:27 Understanding Steakhouse Financial and its growth rate 🧠 2:27 What “risk curation” actually means and why Steakhouse focuses on institutions 💵 5:20 How Steakhouse Financial vaults generate stablecoin yields ⚙️ 8:07 What risk curators can—and can’t—control in a decentralized environment ⚠️ 12:56 What recent volatility revealed about #DeFi vaults and the collapse of Stream Finance 📉 17:01 Whether “safe” high yield is even possible 🧱 19:06 The liquidity problem with tokenized credit funds onchain 🌊 27:16 How Steakhouse is positioning for the stablecoin boom ⛓️ 28:52 How stablechains like #Tempo and #Plasma could change the game 🏦 30:15 Why Steakhouse plans to integrate tokenized deposits 🌍 32:23 Steakhouse’s 2026 bet on non-USD #stablecoins

Laura Shin

21,952 görüntüleme • 6 ay önce