正在加载视频...

视频加载失败

返回首页

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...

laurashin's profile picture

Laura Shin

285,176 subscribers

11,199 次观看 • 11 个月前 •via X (Twitter)

LIVE

Anya Rossi• Live Now

Private livecam show

0 条评论

暂无评论

原始帖子的评论将显示在这里

相关视频

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 次观看 • 11 个月前

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 次观看 • 1 年前

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 次观看 • 1 年前

Bits + Bips: Reasons to Be Optimistic After Bitcoin Falls Toward $100K Crypto panic 😱 vs. institutional patience 💼 On Bits + Bips, Bitwise’s Teddy Fusaro joins Ram Ahluwalia CFA, Lumida & Christopher Perkins 🦅🌎⚓️NYC to unpack: 📉 Bitcoin’s crash below $100K 🪙 Why Ripple’s momentum can’t be ignored 💸 Tether’s trillion-dollar question 🏛️ CLARITY Act: what are the odds? Timestamps: 🎬 0:00 Intro 📈 3:03 Why Ram is still bullish on markets despite recent carnage 💧 6:03 Why a slingshot economy will soon send liquidity back into risk assets 🏦 9:18 How institutional sentiment now differs sharply from crypto Twitter 🚀 16:43 Inside Bitwise’s clever move to launch $BSOL 🌊 21:20 Why Chris says “you can’t sleep on #Ripple” 🔗 25:28 How TradFi and crypto rails are starting to merge 💳 29:38 Why every company suddenly wants to own the payments layer 💣 30:53 Exploring #Tether’s biggest challenge —and whether it’s worth $500B 📊 39:52 #ETFs vs. digital asset treasuries (#DATs): Teddy’s take ⚖️ 46:48 Why the CLARITY Act is unlikely to pass in 2025
1:00:22

Bits + Bips: Reasons to Be Optimistic After Bitcoin Falls Toward $100K Crypto panic 😱 vs. institutional patience 💼 On Bits + Bips, Bitwise’s Teddy Fusaro joins Ram Ahluwalia CFA, Lumida & Christopher Perkins 🦅🌎⚓️NYC to unpack: 📉 Bitcoin’s crash below $100K 🪙 Why Ripple’s momentum can’t be ignored 💸 Tether’s trillion-dollar question 🏛️ CLARITY Act: what are the odds? Timestamps: 🎬 0:00 Intro 📈 3:03 Why Ram is still bullish on markets despite recent carnage 💧 6:03 Why a slingshot economy will soon send liquidity back into risk assets 🏦 9:18 How institutional sentiment now differs sharply from crypto Twitter 🚀 16:43 Inside Bitwise’s clever move to launch $BSOL 🌊 21:20 Why Chris says “you can’t sleep on #Ripple” 🔗 25:28 How TradFi and crypto rails are starting to merge 💳 29:38 Why every company suddenly wants to own the payments layer 💣 30:53 Exploring #Tether’s biggest challenge —and whether it’s worth $500B 📊 39:52 #ETFs vs. digital asset treasuries (#DATs): Teddy’s take ⚖️ 46:48 Why the CLARITY Act is unlikely to pass in 2025

Laura Shin

29,303 次观看 • 9 个月前

🎙️ 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 次观看 • 1 年前

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 🦁

643,843 次观看 • 1 年前

LIVE NOW - Tokenized Stocks: The $100 Trillion Onchain Shift RYAN SΞAN ADAMS & 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 & 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

70,135 次观看 • 11 个月前

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 次观看 • 1 年前

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

31,611 次观看 • 3 个月前

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
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 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 🦁

578,769 次观看 • 5 个月前

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

21,964 次观看 • 7 个月前

I had Tillman Holloway and Andrew Parish of Arch Public come discuss why the US will keep printing money to fund AI infrastructure, how tokenization is about to reshape global markets and banking, why crypto becomes the default exchange layer in a 24/7 world, and how automation tools are now a necessity for every investor. YouTube: Spotify: iTunes: TIMESTAMPS: 0:00 - Intro 1:05 - AI infrastructure, dollar printing & national security 5:37 - Crypto's role: stablecoins, bitcoin, or tokenization? 7:57 - Why volatility is only going to get worse 13:26 - AI agents & crypto as the default exchange layer 15:40 - Tokenization race & the banking revenue opportunity 21:55 - Fractional assets & borrowing against tokenized holdings 26:41 - Hyperliquid, private company tokenization & M&A outlook 29:50 - Pros/cons of open markets & financial education 32:40 - Prediction markets, tokenized ETFs & the war for capital 34:23 - Arch Public: what it does & where to find it
37:46

I had Tillman Holloway and Andrew Parish of Arch Public come discuss why the US will keep printing money to fund AI infrastructure, how tokenization is about to reshape global markets and banking, why crypto becomes the default exchange layer in a 24/7 world, and how automation tools are now a necessity for every investor. YouTube: Spotify: iTunes: TIMESTAMPS: 0:00 - Intro 1:05 - AI infrastructure, dollar printing & national security 5:37 - Crypto's role: stablecoins, bitcoin, or tokenization? 7:57 - Why volatility is only going to get worse 13:26 - AI agents & crypto as the default exchange layer 15:40 - Tokenization race & the banking revenue opportunity 21:55 - Fractional assets & borrowing against tokenized holdings 26:41 - Hyperliquid, private company tokenization & M&A outlook 29:50 - Pros/cons of open markets & financial education 32:40 - Prediction markets, tokenized ETFs & the war for capital 34:23 - Arch Public: what it does & where to find it

Anthony Pompliano 🌪

17,975 次观看 • 2 个月前

Crypto’s latest Wall Street play: altcoin DATs Ethena’s G | Ethena & Dragonfly’s Rob Hadick ＞|＜ debate: 📈 Why StablecoinX is buying $ENA 💸 Who’s buying these wrappers 🔥 Is this real demand or another bubble? Timestamps: 🎬 0:00 Intro 🧠 3:29 Why Ethena worked with a team launching an ENA corporate treasury company 💰 10:38 Ways to structure public crypto treasury vehicles 🕵️‍♂️ 16:53 Whether treasury vehicles are just a flashy wrapper for vaporware 📉 22:28 Why Guy says there’s way more VC capital than good ideas in crypto right now 📈 31:20 How some DATs are trading at eye-popping premiums 🤔 37:15 Why Dragonfly backed TLGY but skipped other Bitcoin, ETH, or SOL plays 🏗️ 40:24 How the structure of these public vehicles shapes their value 🔄 47:39 What makes convertible debt different from SPACs or PIPEs 🧾 49:20 How investors should think about these new crypto treasury companies 📊 55:43 How Wall Street is being pitched on Ethena and USDE 💥 59:16 Whether this trend is legit or just another bubble waiting to pop
1:03:37

Crypto’s latest Wall Street play: altcoin DATs Ethena’s G | Ethena & Dragonfly’s Rob Hadick ＞|＜ debate: 📈 Why StablecoinX is buying $ENA 💸 Who’s buying these wrappers 🔥 Is this real demand or another bubble? Timestamps: 🎬 0:00 Intro 🧠 3:29 Why Ethena worked with a team launching an ENA corporate treasury company 💰 10:38 Ways to structure public crypto treasury vehicles 🕵️‍♂️ 16:53 Whether treasury vehicles are just a flashy wrapper for vaporware 📉 22:28 Why Guy says there’s way more VC capital than good ideas in crypto right now 📈 31:20 How some DATs are trading at eye-popping premiums 🤔 37:15 Why Dragonfly backed TLGY but skipped other Bitcoin, ETH, or SOL plays 🏗️ 40:24 How the structure of these public vehicles shapes their value 🔄 47:39 What makes convertible debt different from SPACs or PIPEs 🧾 49:20 How investors should think about these new crypto treasury companies 📊 55:43 How Wall Street is being pitched on Ethena and USDE 💥 59:16 Whether this trend is legit or just another bubble waiting to pop

Laura Shin

53,230 次观看 • 1 年前

Crypto’s future may hinge on the Senate’s new market structure draft. 🇺🇸⚖️ On Bits + Bips, Patrick Witt, Executive Director of the President's Council of Advisors for Digital Assets at the The White House, talks with the gang about: 🔥 The Senate’s new draft 🏛 How DC is thinking about DeFi 💵 How President Trump thinks about crypto 📈 What institutions are waiting for PLUS: what’s going on in the markets and Ram’s hopium 😀 Timestamps: 🎬 0:00 Intro 🚀 2:45 Why Patrick calls the Senate Ag draft a “big step forward” 🧩 4:43 How the bill tackles DeFi—and why it’s so complex 🏛️ 5:28 Why the presidency is putting so much weight on crypto policy 📜 7:01 What happens behind the scenes to move a bill like this 🔪 9:39 Whether the bill could get modularized (including pulling DeFi out) 💡 11:22 Why Chris says crypto is simply a better product 📈 13:37 The short- and long-term implications of passing a market structure bill 🔐 15:22 The KYC/AML problem in permissionless systems 🕵️‍♂️ 22:12 Privacy: finding the balance between user protection and public ledgers 🗳️ 24:08 How Democrats have increasingly joined the conversation 🌅 25:27 Why Patrick is optimistic we’ll get a Senate vote this year 🤖 29:56 How Patrick sees AI + crypto converging into a major opportunity 📊 32:23 What’s happening in markets, and whether a regime shift is underway 🏦 36:40 How institutions are entering, and what keeps them up at night 🎤 38:46 Why Ram calls the Cantor Conference the best for digital assets 💥 41:53 What Paolo Ardoino revealed about the future of Tether 📉 44:43 Signals that typically mark a market top and why spotting winners is so hard ⚡ 51:38 Ram’s key catalysts to watch for the next market leg 📺 54:39 Whether 60 Minutes misrepresented CZ
1:02:00

Crypto’s future may hinge on the Senate’s new market structure draft. 🇺🇸⚖️ On Bits + Bips, Patrick Witt, Executive Director of the President's Council of Advisors for Digital Assets at the The White House, talks with the gang about: 🔥 The Senate’s new draft 🏛 How DC is thinking about DeFi 💵 How President Trump thinks about crypto 📈 What institutions are waiting for PLUS: what’s going on in the markets and Ram’s hopium 😀 Timestamps: 🎬 0:00 Intro 🚀 2:45 Why Patrick calls the Senate Ag draft a “big step forward” 🧩 4:43 How the bill tackles DeFi—and why it’s so complex 🏛️ 5:28 Why the presidency is putting so much weight on crypto policy 📜 7:01 What happens behind the scenes to move a bill like this 🔪 9:39 Whether the bill could get modularized (including pulling DeFi out) 💡 11:22 Why Chris says crypto is simply a better product 📈 13:37 The short- and long-term implications of passing a market structure bill 🔐 15:22 The KYC/AML problem in permissionless systems 🕵️‍♂️ 22:12 Privacy: finding the balance between user protection and public ledgers 🗳️ 24:08 How Democrats have increasingly joined the conversation 🌅 25:27 Why Patrick is optimistic we’ll get a Senate vote this year 🤖 29:56 How Patrick sees AI + crypto converging into a major opportunity 📊 32:23 What’s happening in markets, and whether a regime shift is underway 🏦 36:40 How institutions are entering, and what keeps them up at night 🎤 38:46 Why Ram calls the Cantor Conference the best for digital assets 💥 41:53 What Paolo Ardoino revealed about the future of Tether 📉 44:43 Signals that typically mark a market top and why spotting winners is so hard ⚡ 51:38 Ram’s key catalysts to watch for the next market leg 📺 54:39 Whether 60 Minutes misrepresented CZ

Laura Shin

21,150 次观看 • 8 个月前

"Tokenized assets are exploding in value." Ian de Bode is President Ondo Finance, the company bringing US treasuries, stocks, and ETFs on-chain. He watched tokenized treasuries grow from $1 billion to $15 billion in two years. The man building the rails between Wall Street and crypto now says the two systems are about to merge and traditional finance isn't ready. "You should prepare for a world in which tokenized securities co-exist with normal securities. So get ready." We cover: Why tokenized assets exploded from $1B to $15B and aren't slowing down How every crypto exchange became a stock broker overnight Why Tesla and Google don't care about tokenizing their stock (and why that doesn't matter) How every token is backed 1:1 with daily third-party attestations Why tokenized stocks work like stablecoins: your wallet, no permissions, 24/7 How hedge fund leverage loops and carry trades come to DeFi Why perps on stocks could become a bigger market than all of crypto The road to markets that never close and who moves first What the Genius Act and Clarity Act actually signal Thanks to Ian De Bode for coming on New Era Finance Podcast. TIMESTAMPS: 00:00 - Intro 00:50 - Tokenized Assets Explode To $15 Billion 02:40 - Where The Demand Comes From 04:30 - Native Tokenization vs Permissionless Wrappers 07:20 - How Every Token Is Backed 10:00 - Using Tokenized Stocks In DeFi 13:30 - Leverage, Collateral & Capital Efficiency 17:00 - Perps On Stocks: Bigger Than Crypto 21:00 - The Road To 24/7 Markets 24:30 - Genius Act, Clarity Act & What's Next
27:09

"Tokenized assets are exploding in value." Ian de Bode is President Ondo Finance, the company bringing US treasuries, stocks, and ETFs on-chain. He watched tokenized treasuries grow from $1 billion to $15 billion in two years. The man building the rails between Wall Street and crypto now says the two systems are about to merge and traditional finance isn't ready. "You should prepare for a world in which tokenized securities co-exist with normal securities. So get ready." We cover: Why tokenized assets exploded from $1B to $15B and aren't slowing down How every crypto exchange became a stock broker overnight Why Tesla and Google don't care about tokenizing their stock (and why that doesn't matter) How every token is backed 1:1 with daily third-party attestations Why tokenized stocks work like stablecoins: your wallet, no permissions, 24/7 How hedge fund leverage loops and carry trades come to DeFi Why perps on stocks could become a bigger market than all of crypto The road to markets that never close and who moves first What the Genius Act and Clarity Act actually signal Thanks to Ian De Bode for coming on New Era Finance Podcast. TIMESTAMPS: 00:00 - Intro 00:50 - Tokenized Assets Explode To $15 Billion 02:40 - Where The Demand Comes From 04:30 - Native Tokenization vs Permissionless Wrappers 07:20 - How Every Token Is Backed 10:00 - Using Tokenized Stocks In DeFi 13:30 - Leverage, Collateral & Capital Efficiency 17:00 - Perps On Stocks: Bigger Than Crypto 21:00 - The Road To 24/7 Markets 24:30 - Genius Act, Clarity Act & What's Next

New Era Finance Podcast

56,237 次观看 • 2 个月前

I spoke with Jordi Visser this week about: - is the AI mid-cycle slowdown over? - AI token price war - why he is turning bullish on bitcoin - tokenization & stablecoins - Siri vs Grok voice mode - Samsung and bottleneck stocks - Fed's July rate decision - gold and silver - regional banks YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 0:42 - Grok vs. Meta's AI price war why cheaper AI won't cut spend 10:03 - Apple's Siri stumble & price hikes 14:50 - Using Grok in a Tesla 17:28 - Short sellers, Samsung's earnings & the mid-cycle slowdown 23:34 - Why Jordi is turning bullish on bitcoin 29:55 - Tokenization, stablecoins & the AI-crypto nexus 33:33 - Michael Saylor's Bitcoin sale — does it matter? 38:02 - Where else Jordi is deploying capital 42:04 - Does the Iran war actually matter for markets? 45:00 - The new robotic hand demo that changed everything 50:18 - Jordi’s upcoming video
52:25

I spoke with Jordi Visser this week about: - is the AI mid-cycle slowdown over? - AI token price war - why he is turning bullish on bitcoin - tokenization & stablecoins - Siri vs Grok voice mode - Samsung and bottleneck stocks - Fed's July rate decision - gold and silver - regional banks YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 0:42 - Grok vs. Meta's AI price war why cheaper AI won't cut spend 10:03 - Apple's Siri stumble & price hikes 14:50 - Using Grok in a Tesla 17:28 - Short sellers, Samsung's earnings & the mid-cycle slowdown 23:34 - Why Jordi is turning bullish on bitcoin 29:55 - Tokenization, stablecoins & the AI-crypto nexus 33:33 - Michael Saylor's Bitcoin sale — does it matter? 38:02 - Where else Jordi is deploying capital 42:04 - Does the Iran war actually matter for markets? 45:00 - The new robotic hand demo that changed everything 50:18 - Jordi’s upcoming video

Anthony Pompliano 🌪

50,825 次观看 • 1 个月前

NEW EPISODE - Jito Is Coming for Coinbase and Binance founder buffalu joins David Hoffman to unveil JTX, a new trading terminal built to make Solana feel like a centralized exchange without giving up onchain execution. They talk about: - Why Solana can already beat CEX pricing on some trades - How prop AMMs could move price discovery onchain - JTX’s expansion into equities, perps, and prediction markets - Why 80% of JTX revenue will flow back to the Jito DAO - Why Lucas believes SOL remains uniquely undervalued TIMESTAMPS --- 0:00 Solana and Tokenized Stocks 2:22 What Is JTX? 8:44 A Better Trading UX 11:25 Better Execution 15:37 The JTX Roadmap 19:35 solana:jtojtomepa8beP8AuQc6eXt5FriJwfFMwQx2v2f9mCL and solana:So11111111111111111111111111111111111111112 Tokenomics 25:23 Why Solana Got Better 29:34 Prop AMMs Explained 37:25 Liquidity and Market Makers 40:04 Solana vs. Robinhood Chain 46:51 The JTX Rollout 48:07 Global Markets and the SOL Thesis
52:03

NEW EPISODE - Jito Is Coming for Coinbase and Binance founder buffalu joins David Hoffman to unveil JTX, a new trading terminal built to make Solana feel like a centralized exchange without giving up onchain execution. They talk about: - Why Solana can already beat CEX pricing on some trades - How prop AMMs could move price discovery onchain - JTX’s expansion into equities, perps, and prediction markets - Why 80% of JTX revenue will flow back to the Jito DAO - Why Lucas believes SOL remains uniquely undervalued TIMESTAMPS --- 0:00 Solana and Tokenized Stocks 2:22 What Is JTX? 8:44 A Better Trading UX 11:25 Better Execution 15:37 The JTX Roadmap 19:35 solana:jtojtomepa8beP8AuQc6eXt5FriJwfFMwQx2v2f9mCL and solana:So11111111111111111111111111111111111111112 Tokenomics 25:23 Why Solana Got Better 29:34 Prop AMMs Explained 37:25 Liquidity and Market Makers 40:04 Solana vs. Robinhood Chain 46:51 The JTX Rollout 48:07 Global Markets and the SOL Thesis

Bankless

87,573 次观看 • 27 天前

DROPS E25: Shaaran 🛸 from Multipli.fi: Why Trillions Will Soon Move On-Chain! In this episode, Shaaran breaks down why stablecoins, tokenization, on-chain yield, and the US debt system are all converging into the biggest shift crypto has ever seen - and how Multipli is building the infrastructure to power it. We talk about: - How Shaaran went from 13-year-old Solidity hacker to building a million-user exchange - Why “stablecoins aren’t stable” and how the US debt system resembles a Ponzi - Why the US wants stablecoin adoption - and why yields can’t be passed - The coming tokenization wave: gold, oil, bank reserves, sovereign wealth, everything - The coming “global hunt for yield” as trillions move on-chain - How Multipli helps any asset (BTC, gold, RWA) - generate transparent, risk-adjusted yield And much more! Timestamps 0:00 Introduction 1:29 Welcome To Drops 2:10 Having A Crazy Week 2:42 Who Is Shaaran 4:06 How Shaaran Found Interest In Ethereum 5:04 Something To Help Build Trust 6:12 You Left And Came Back, Why? 7:28 Where Does The Fire In The Belly Come From 9:04 Why Is Blockchain Beautiful 10:19 Where The Fascination With Crypto Comes From 11:39 Stable Coins Losing 5% Per Year 11:57 What Is A Ponzi Scheme 12:45 Ponzi Scheme Connected With U.S Government 15:47 When Did This System Start 17:47 How Could A 5% Rate Jump To 10% 19:03 What If The Rates Go Down 20:52 Why Stable Coins Matter For The U.S 24:56 Why The Yield Bill Not Allowed To Be Passed 26:12 Trillions Of Dollars In Banks Tokenized, Why? 30:26 0% Yield On Tokenized Assets? 31:36 No Built In Yield Explained To Mom 33:27 What Happens To Yield Once Everything’s Tokenized 35:16 Explain Multipli To Your Mom 35:50 Why Take The Risk For 3–4% Yield 38:29 How Much Bitcoin Is In Your Protocol 39:12 Explain How Blackrock Cracked The Code On ETFs 40:42 Examples Of Multipli Producing Yield 44:15 What Does Overcollaterized Mean 45:02 Risk For Losing My Gold 45:58 One Thing To Remember
47:15

DROPS E25: Shaaran 🛸 from Multipli.fi: Why Trillions Will Soon Move On-Chain! In this episode, Shaaran breaks down why stablecoins, tokenization, on-chain yield, and the US debt system are all converging into the biggest shift crypto has ever seen - and how Multipli is building the infrastructure to power it. We talk about: - How Shaaran went from 13-year-old Solidity hacker to building a million-user exchange - Why “stablecoins aren’t stable” and how the US debt system resembles a Ponzi - Why the US wants stablecoin adoption - and why yields can’t be passed - The coming tokenization wave: gold, oil, bank reserves, sovereign wealth, everything - The coming “global hunt for yield” as trillions move on-chain - How Multipli helps any asset (BTC, gold, RWA) - generate transparent, risk-adjusted yield And much more! Timestamps 0:00 Introduction 1:29 Welcome To Drops 2:10 Having A Crazy Week 2:42 Who Is Shaaran 4:06 How Shaaran Found Interest In Ethereum 5:04 Something To Help Build Trust 6:12 You Left And Came Back, Why? 7:28 Where Does The Fire In The Belly Come From 9:04 Why Is Blockchain Beautiful 10:19 Where The Fascination With Crypto Comes From 11:39 Stable Coins Losing 5% Per Year 11:57 What Is A Ponzi Scheme 12:45 Ponzi Scheme Connected With U.S Government 15:47 When Did This System Start 17:47 How Could A 5% Rate Jump To 10% 19:03 What If The Rates Go Down 20:52 Why Stable Coins Matter For The U.S 24:56 Why The Yield Bill Not Allowed To Be Passed 26:12 Trillions Of Dollars In Banks Tokenized, Why? 30:26 0% Yield On Tokenized Assets? 31:36 No Built In Yield Explained To Mom 33:27 What Happens To Yield Once Everything’s Tokenized 35:16 Explain Multipli To Your Mom 35:50 Why Take The Risk For 3–4% Yield 38:29 How Much Bitcoin Is In Your Protocol 39:12 Explain How Blackrock Cracked The Code On ETFs 40:42 Examples Of Multipli Producing Yield 44:15 What Does Overcollaterized Mean 45:02 Risk For Losing My Gold 45:58 One Thing To Remember

MR SHIFT 🦁

63,623 次观看 • 8 个月前

Bitcoin Has Been Co-Opted – Jim Bianco Warns The Fed Is Losing Control 0:00 Intro 0:50 Trump Vs The Fed 3:35 Shadow Fed Strategy 6:17 Broken Fed Structure 9:16 Why Rate Cuts Fail 12:12 Trump’s Real Estate Logic 15:34 Fiscal Dominance Explained 18:41 Housing Crisis Trap 21:44 Bitcoin As A Risk Asset 24:29 Bonds vs Stocks Outlook 27:22 Stablecoins And The Genius Act 30:48 Broken Payments System 33:34 TradFi Co-Opting Crypto 36:47 Tokenized Assets Debate 41:06 Bitcoin Co-Opted? 43:30 Solana’s Lost Mission 45:57 Crypto Maxis & FOMO 49:07 Trump’s Strategy Shift 50:42 Growing Out Of Debt 53:04 Only Bonds Can Stop It
54:29

Bitcoin Has Been Co-Opted – Jim Bianco Warns The Fed Is Losing Control 0:00 Intro 0:50 Trump Vs The Fed 3:35 Shadow Fed Strategy 6:17 Broken Fed Structure 9:16 Why Rate Cuts Fail 12:12 Trump’s Real Estate Logic 15:34 Fiscal Dominance Explained 18:41 Housing Crisis Trap 21:44 Bitcoin As A Risk Asset 24:29 Bonds vs Stocks Outlook 27:22 Stablecoins And The Genius Act 30:48 Broken Payments System 33:34 TradFi Co-Opting Crypto 36:47 Tokenized Assets Debate 41:06 Bitcoin Co-Opted? 43:30 Solana’s Lost Mission 45:57 Crypto Maxis & FOMO 49:07 Trump’s Strategy Shift 50:42 Growing Out Of Debt 53:04 Only Bonds Can Stop It

The Wolf Of All Streets

70,563 次观看 • 1 年前

"As you realized, there was no money lost. And this is by design." Kostas Chalkias (Kostas Kryptos) is co-founder and Chief Cryptographer of Mysten Labs, the team behind Sui. When the network halted, he was in the war room. This is his breakdown of what actually happened. "The ideal option is to halt, compared to just losing money if something else happens." We cover: — Why halting the network was a deliberate design choice, not a failure — What was really going on behind the scenes while crypto Twitter panicked — The global war room: 50+ people across Europe and the US working through the night — Why a decentralized network recovers differently than one company flipping a switch — "Move fast and break things", why the Facebook motto is exactly wrong for money — Why Kostas believes most other blockchains wouldn't have recovered in days — Where the line sits between an honest edge case and a broken system — What the outage proved about how Sui is actually built Thanks to Kostas for coming on New Era Finance Podcast. Highlights: 00:00 — Intro 00:43 — What Happened During The Outage 03:45 — Why Halting Was The Right Call 05:30 — Inside The War Room 08:00 — Why Decentralized Recovery Takes Longer 11:00 — The Lessons That Made Sui Stronger 14:30 — Why AI Agents Are The Real Users Of Crypto 19:00 — Free Stablecoin Payments vs Bank Fees 23:00 — Own And Monetize Your Own Data 27:00 — Why A Fast Layer-1 Changes Everything
30:34

"As you realized, there was no money lost. And this is by design." Kostas Chalkias (Kostas Kryptos) is co-founder and Chief Cryptographer of Mysten Labs, the team behind Sui. When the network halted, he was in the war room. This is his breakdown of what actually happened. "The ideal option is to halt, compared to just losing money if something else happens." We cover: — Why halting the network was a deliberate design choice, not a failure — What was really going on behind the scenes while crypto Twitter panicked — The global war room: 50+ people across Europe and the US working through the night — Why a decentralized network recovers differently than one company flipping a switch — "Move fast and break things", why the Facebook motto is exactly wrong for money — Why Kostas believes most other blockchains wouldn't have recovered in days — Where the line sits between an honest edge case and a broken system — What the outage proved about how Sui is actually built Thanks to Kostas for coming on New Era Finance Podcast. Highlights: 00:00 — Intro 00:43 — What Happened During The Outage 03:45 — Why Halting Was The Right Call 05:30 — Inside The War Room 08:00 — Why Decentralized Recovery Takes Longer 11:00 — The Lessons That Made Sui Stronger 14:30 — Why AI Agents Are The Real Users Of Crypto 19:00 — Free Stablecoin Payments vs Bank Fees 23:00 — Own And Monetize Your Own Data 27:00 — Why A Fast Layer-1 Changes Everything

Michaël van de Poppe

172,880 次观看 • 1 个月前