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DeFi Dad says even Ethereum's biggest competitors, Solana, Hyperliquid, are hugely reliant on it. "I still believe Ethereum's market cap should be in the trillions, based on all the economic activity it hosts." "Destroy the Ethereum network tomorrow and you take down, conservatively, 60% of all DeFi. Probably more,... show more

The Rollup

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"Hyperliquid is what Ethereum wanted to be" Santi on why the flows should come out of Ethereum, not Bitcoin "When you have the opportunity to buy HYPE at what, an 8 billion market cap, it's not real for you because of how much the founders hold. So it's an 8 billion dollar protocol. Pump is a three or four billion dollar protocol, not even. Ethereum is like 300." "So I don't necessarily need to believe that flows come in from Bitcoin. Help me rationalize why there's a 300 billion. Flows can come from Ethereum into Hyperliquid." "Ethereum was cranking out like $40 million of revenue a day during the NFT and DeFi summer days. That's like $18 billion of annualized run rate revenue, if you will. Of course you should never run rate, and that's the reckoning that probably Jason talks about." "But now Ethereum is going to make less money this year than Hyperliquid and Pump, and it's like 50 to 100 times larger."

"Hyperliquid is what Ethereum wanted to be" Santi on why the flows should come out of Ethereum, not Bitcoin "When you have the opportunity to buy HYPE at what, an 8 billion market cap, it's not real for you because of how much the founders hold. So it's an 8 billion dollar protocol. Pump is a three or four billion dollar protocol, not even. Ethereum is like 300." "So I don't necessarily need to believe that flows come in from Bitcoin. Help me rationalize why there's a 300 billion. Flows can come from Ethereum into Hyperliquid." "Ethereum was cranking out like $40 million of revenue a day during the NFT and DeFi summer days. That's like $18 billion of annualized run rate revenue, if you will. Of course you should never run rate, and that's the reckoning that probably Jason talks about." "But now Ethereum is going to make less money this year than Hyperliquid and Pump, and it's like 50 to 100 times larger."

The Wolf Of All Streets

89,717 Aufrufe • vor 28 Tagen

“Solana was driven by memecoins, and the activity died. They’ll need to find a new trick. But it won’t be enough to power greater price performance than ETH. Every L1 besides Ethereum or Solana is a zero.” it’s almost impossible for L1s to reinvent themselves. they can’t rebuild their tech for every new product. Solana can’t compete with onchain perp DEXs because it’s not built for it. Ethereum has Lighter & RISE, L2s purpose-built for this use case. it’ll always win because it’s the base layer that innovation is built on. the L1 doesn’t have to reinvent itself. new L2s do, and they all benefit Ethereum's network effects

“Solana was driven by memecoins, and the activity died. They’ll need to find a new trick. But it won’t be enough to power greater price performance than ETH. Every L1 besides Ethereum or Solana is a zero.” it’s almost impossible for L1s to reinvent themselves. they can’t rebuild their tech for every new product. Solana can’t compete with onchain perp DEXs because it’s not built for it. Ethereum has Lighter & RISE, L2s purpose-built for this use case. it’ll always win because it’s the base layer that innovation is built on. the L1 doesn’t have to reinvent itself. new L2s do, and they all benefit Ethereum's network effects

rip.eth

290,414 Aufrufe • vor 9 Monaten

goodalexander says Barron Trump saved Hyperliquid “The reason Hyperliquid pumped so hard is because a lot of people in the know were like, ‘Oh yeah, Hyperliquid is gonna get prosecuted.’ Obviously, that’s not fucking true” “So if Trump is coming out and saying Hyperliquid, it means Barron was like, ‘Hey dad, no, Hyperliquid’s the jam,’ and that is the policy now” “It’s great for crypto because that means there are more onchain fees and better assets. It’s just unambiguously positive because fees flow to chains, whether that’s Circle’s new chain, Ethereum, or Solana. There’s a race between all these L1s, but at least you’re racing for something instead of racing for an indictment”

goodalexander says Barron Trump saved Hyperliquid “The reason Hyperliquid pumped so hard is because a lot of people in the know were like, ‘Oh yeah, Hyperliquid is gonna get prosecuted.’ Obviously, that’s not fucking true” “So if Trump is coming out and saying Hyperliquid, it means Barron was like, ‘Hey dad, no, Hyperliquid’s the jam,’ and that is the policy now” “It’s great for crypto because that means there are more onchain fees and better assets. It’s just unambiguously positive because fees flow to chains, whether that’s Circle’s new chain, Ethereum, or Solana. There’s a race between all these L1s, but at least you’re racing for something instead of racing for an indictment”

Mikli

26,159 Aufrufe • vor 1 Monat

"Even in a bear market, we continue to see Solana making really important strides on the metrics that matter." Mason Nystrom on Milk Road Solana is making important strides on the metrics that count. It dominates on-chain trading (retail and institutional) and for the first time led all chains (including Ethereum) in adjusted stablecoin volume in February. Milk RoadMacro

"Even in a bear market, we continue to see Solana making really important strides on the metrics that matter." Mason Nystrom on Milk Road Solana is making important strides on the metrics that count. It dominates on-chain trading (retail and institutional) and for the first time led all chains (including Ethereum) in adjusted stablecoin volume in February. Milk RoadMacro

Solana Company (NASDAQ: $HSDT)

26,471 Aufrufe • vor 6 Monaten

North Korea's state hackers just laundered over $30 MILLION through Hyperliquid, right as the platform is trying to enter the US The Lazarus Group sold Bitcoin on Hyperliquid, flipped it into Ethereum and Solana, then scattered it across chains and exchanges to cover the trail These are the same wallets tied to tens of MILLIONS in stolen crypto, flagged back in 2024 The timing is brutal with Trump's team actively working to bring Hyperliquid into regulated US markets while this is happening on it Nothing invites regulators faster than a sanctioned government washing money through the platform you're trying to legitimize...

North Korea's state hackers just laundered over $30 MILLION through Hyperliquid, right as the platform is trying to enter the US The Lazarus Group sold Bitcoin on Hyperliquid, flipped it into Ethereum and Solana, then scattered it across chains and exchanges to cover the trail These are the same wallets tied to tens of MILLIONS in stolen crypto, flagged back in 2024 The timing is brutal with Trump's team actively working to bring Hyperliquid into regulated US markets while this is happening on it Nothing invites regulators faster than a sanctioned government washing money through the platform you're trying to legitimize...

Jeremy

29,818 Aufrufe • vor 24 Tagen

Ethereum's "special chain" thesis explained in one clean idea. ETHLabs thinks Ethereum is the best place to issue assets because when you issue on Ethereum, those assets "can move seamlessly from Ethereum to any other L2 and even other L1's such as Solana." Faster finality and the fast confirmation rule would make Ethereum the only chain that can settle fast AND stay truly trustless. FT Julian binji Derek Chiang | Ethlabs

Ethereum's "special chain" thesis explained in one clean idea. ETHLabs thinks Ethereum is the best place to issue assets because when you issue on Ethereum, those assets "can move seamlessly from Ethereum to any other L2 and even other L1's such as Solana." Faster finality and the fast confirmation rule would make Ethereum the only chain that can settle fast AND stay truly trustless. FT Julian binji Derek Chiang | Ethlabs

Milk Road Crypto

12,196 Aufrufe • vor 6 Tagen

Andy got a payout and put nearly all of it into aerodrome-finance:native at $0.54. "They make a ton of money. They pass it all back to the token holders. 100% of it. There's no unlocks. There's no VCs." "SpaceX was the cherry on top. If it happened on Solana and on Hyperliquid, it's going to happen on Base and Ethereum wherever Aerodrome is."

Andy got a payout and put nearly all of it into aerodrome-finance:native at $0.54. "They make a ton of money. They pass it all back to the token holders. 100% of it. There's no unlocks. There's no VCs." "SpaceX was the cherry on top. If it happened on Solana and on Hyperliquid, it's going to happen on Base and Ethereum wherever Aerodrome is."

The Rollup

19,858 Aufrufe • vor 3 Monaten

Arthur Hayes: Except for Ethereum and Solana, almost all other L1s will go to zero On November 29, on Altcoin Daily, Arthur Hayes said that, aside from Ethereum and Solana, almost all other L1s will go to zero. As major banks move into crypto and Web3, he expects them to build on Ethereum, which he sees as essential infrastructure and the main driver of ETH's next major rally.On Solana, he praised its meme-coin-driven strength and its position as the No.2 L1, but argued it still needs a new growth narrative and will struggle to outperform Ethereum in price. Source：

Arthur Hayes: Except for Ethereum and Solana, almost all other L1s will go to zero On November 29, on Altcoin Daily, Arthur Hayes said that, aside from Ethereum and Solana, almost all other L1s will go to zero. As major banks move into crypto and Web3, he expects them to build on Ethereum, which he sees as essential infrastructure and the main driver of ETH's next major rally.On Solana, he praised its meme-coin-driven strength and its position as the No.2 L1, but argued it still needs a new growth narrative and will struggle to outperform Ethereum in price. Source：

Wu Blockchain

186,256 Aufrufe • vor 9 Monaten

How do you value an L1? Well, take Ethereum for eg. Now imagine turning the switch off. All the stablecoins, DeFi, every L2, every NFT... everything built on it goes to zero L1s attract assets, capital and velocity because they are dense with intelligence. Ethereum has the most developers, its programmable, it has the whole ecosystem around it. Ive had the DCF argument so many times and its just nonsense... you're not valuing cash flows, you're valuing everything the chain secures. As we move into the Exponential age and the entire human economy plus a whole new agentic economy moves onchain, enormous value accrues in these base layers. It’s all so obvious…

How do you value an L1? Well, take Ethereum for eg. Now imagine turning the switch off. All the stablecoins, DeFi, every L2, every NFT... everything built on it goes to zero L1s attract assets, capital and velocity because they are dense with intelligence. Ethereum has the most developers, its programmable, it has the whole ecosystem around it. Ive had the DCF argument so many times and its just nonsense... you're not valuing cash flows, you're valuing everything the chain secures. As we move into the Exponential age and the entire human economy plus a whole new agentic economy moves onchain, enormous value accrues in these base layers. It’s all so obvious…

Raoul Pal

109,099 Aufrufe • vor 20 Tagen

Offchain Labs CEO Steven Goldfeder on why Robinhood chose Arbitrum over Solana "Yeah, and by the way, that exactly is the point. You're in two buckets: you're Ethereum layer one, you're your own layer one, you're Ethereum layer two. If they would have put their products on Solana, think about it. Robinhood is attracting millions of dollars in daily transaction volume today. Where would those dollars have gone had they built on Solana? They would have gone to Solana validators." "I think Vlad said it the best he said, 'I want to be a landlord, not a tenant.' Today, they're driving Robinhood Chain, they're driving Robinhood Wallet. That wouldn't happen if they launched on Ethereum layer one. It wouldn't happen if they launched on Solana. They'd basically be contributing to the success of Solana validators, contributing to the success of the popular Solana wallets like Phantom." "But today they're actually able to own the ecosystem and be the landlord here. They're generating not only the revenue from their direct products, but also from all the others that want to be co-located with Robinhood." "There's a strip mall and you have a very popular store that a lot of people are coming to. everyone in the strip mall benefits from that. But if you don't own the strip mall, you don't really benefit from that at all."

Offchain Labs CEO Steven Goldfeder on why Robinhood chose Arbitrum over Solana "Yeah, and by the way, that exactly is the point. You're in two buckets: you're Ethereum layer one, you're your own layer one, you're Ethereum layer two. If they would have put their products on Solana, think about it. Robinhood is attracting millions of dollars in daily transaction volume today. Where would those dollars have gone had they built on Solana? They would have gone to Solana validators." "I think Vlad said it the best he said, 'I want to be a landlord, not a tenant.' Today, they're driving Robinhood Chain, they're driving Robinhood Wallet. That wouldn't happen if they launched on Ethereum layer one. It wouldn't happen if they launched on Solana. They'd basically be contributing to the success of Solana validators, contributing to the success of the popular Solana wallets like Phantom." "But today they're actually able to own the ecosystem and be the landlord here. They're generating not only the revenue from their direct products, but also from all the others that want to be co-located with Robinhood." "There's a strip mall and you have a very popular store that a lot of people are coming to. everyone in the strip mall benefits from that. But if you don't own the strip mall, you don't really benefit from that at all."

The Wolf Of All Streets

48,474 Aufrufe • vor 21 Tagen

Jeff on the vision for Hyperliquid: > Hyperliquid isn’t just the AWS of liquidity, because it also benefits from powerful compounding network effects > Every new integration, whether it’s a CEX, wallet, or application, makes the ecosystem more valuable for all users > As more participants route liquidity through Hyperliquid, execution improves and liquidity deepens > One example of this flywheel is that Hyperliquid already hosts the most liquid Bitcoin perpetual market in the world

Jeff on the vision for Hyperliquid: > Hyperliquid isn’t just the AWS of liquidity, because it also benefits from powerful compounding network effects > Every new integration, whether it’s a CEX, wallet, or application, makes the ecosystem more valuable for all users > As more participants route liquidity through Hyperliquid, execution improves and liquidity deepens > One example of this flywheel is that Hyperliquid already hosts the most liquid Bitcoin perpetual market in the world

Henrik

47,273 Aufrufe • vor 2 Monaten

🚨THE L1 WINNERS HAVE ALREADY BEEN CHOSEN! Ran Neuner asked Matt Hougan if the Layer 1 winners are already locked in. He says it’s a natural oligopoly. Extremely hard for a new general-purpose L1 to break through. Lots of strong teams have tried and failed to scale. Hyperliquid worked because it was an app first. Beyond Ethereum, Solana, and maybe BNB, the race is largely over. Watch the FULL video on Crypto Insider:

🚨THE L1 WINNERS HAVE ALREADY BEEN CHOSEN! Ran Neuner asked Matt Hougan if the Layer 1 winners are already locked in. He says it’s a natural oligopoly. Extremely hard for a new general-purpose L1 to break through. Lots of strong teams have tried and failed to scale. Hyperliquid worked because it was an app first. Beyond Ethereum, Solana, and maybe BNB, the race is largely over. Watch the FULL video on Crypto Insider:

Crypto Banter

16,482 Aufrufe • vor 1 Monat

EthLabs Co-founder Ansgar Dietrichs on why Ethereum must be the central node of the on-chain global economy “When we say the global economy is coming on-chain, I believe there are two very different ways that can play out. What I see as the default is you have this world of all these different, independent chains [with different use cases] and then you tie them all together with brittle links. Over time you try to derisk these links, but we’ve seen this multiple times in the past — bridges keep failing. Bridges between independent chains can only ever be so secure/robust because ultimately these chains don’t have a shared state.” Ansgar continues: “The alternative outcome is one where the global economy has one central node — that doesn’t mean that all the activity is on that node or Ethereum L1, but it means that there’s one central node that everything links back into. We are in a fundamentally better state for the world, when all these different parts of the economy can talk to each other trustlessly and without friction. And we really believe that it’s only Ethereum that can play that role. There is no second-best, neutral chain that actually has a shot at this. But that doesn’t mean it’s inevitable. We could just end up in the worse world.” This is why EthLabs is focused on, as Ansgar puts it, “talking to the builders in Ethereum, figuring out what are the friction points — especially as we build toward bringing finance and these economic flows on-chain — and iteratively removing them and strengthening Ethereum.”

EthLabs Co-founder Ansgar Dietrichs on why Ethereum must be the central node of the on-chain global economy “When we say the global economy is coming on-chain, I believe there are two very different ways that can play out. What I see as the default is you have this world of all these different, independent chains [with different use cases] and then you tie them all together with brittle links. Over time you try to derisk these links, but we’ve seen this multiple times in the past — bridges keep failing. Bridges between independent chains can only ever be so secure/robust because ultimately these chains don’t have a shared state.” Ansgar continues: “The alternative outcome is one where the global economy has one central node — that doesn’t mean that all the activity is on that node or Ethereum L1, but it means that there’s one central node that everything links back into. We are in a fundamentally better state for the world, when all these different parts of the economy can talk to each other trustlessly and without friction. And we really believe that it’s only Ethereum that can play that role. There is no second-best, neutral chain that actually has a shot at this. But that doesn’t mean it’s inevitable. We could just end up in the worse world.” This is why EthLabs is focused on, as Ansgar puts it, “talking to the builders in Ethereum, figuring out what are the friction points — especially as we build toward bringing finance and these economic flows on-chain — and iteratively removing them and strengthening Ethereum.”

Etherealize

18,833 Aufrufe • vor 2 Monaten

Feeling overwhelmed by the complexity of DeFi? Meet EnsoFi—the cross-chain DeFi hub for everyone - Cross-chain lending for top yields on multiple chains - LST strategies, liquidity providing—go full throttle - DeFAI Agents to automate all, make things even easier Zip across chains, no bridges, no swaps. It’s on Solana 🔥 Shoutout Superteam Vietnam for the video and rock-solid support!

Feeling overwhelmed by the complexity of DeFi? Meet EnsoFi—the cross-chain DeFi hub for everyone - Cross-chain lending for top yields on multiple chains - LST strategies, liquidity providing—go full throttle - DeFAI Agents to automate all, make things even easier Zip across chains, no bridges, no swaps. It’s on Solana 🔥 Shoutout Superteam Vietnam for the video and rock-solid support!

EnsoFi

24,892 Aufrufe • vor 1 Jahr

Hyperliquid founder Jeff: The real risk isn't a black swan,it's marginalization. Jeff Yan stated in an interview at TOKEN2049 Singapore 2025 on October 14th, Hyperliquid worries more about a "slow decline" than a black swan event. If Hyperliquid fails,it will likely not be because of the protocol itself,but because it didn't create something valuable for the world. He added that DeFi still has a long road ahead: it should reduce reliance on off chain assumptions (such as price or asset backing) and refocus on on chain consistency and long term building. Whether the existing financial system will ultimately take it seriously remains to be seen. Source：

Hyperliquid founder Jeff: The real risk isn't a black swan,it's marginalization. Jeff Yan stated in an interview at TOKEN2049 Singapore 2025 on October 14th, Hyperliquid worries more about a "slow decline" than a black swan event. If Hyperliquid fails,it will likely not be because of the protocol itself,but because it didn't create something valuable for the world. He added that DeFi still has a long road ahead: it should reduce reliance on off chain assumptions (such as price or asset backing) and refocus on on chain consistency and long term building. Whether the existing financial system will ultimately take it seriously remains to be seen. Source：

Wu Blockchain

64,274 Aufrufe • vor 10 Monaten

James Zhang explains how to sell Solana to Wall Street “Today, Bitcoin is digital gold. If Ethereum is digital oil, you can frame Solana as digital silicon” “The fastest apps to reach $100m revenue are all on Solana, whether you like it or not, that's facts”

James Zhang explains how to sell Solana to Wall Street “Today, Bitcoin is digital gold. If Ethereum is digital oil, you can frame Solana as digital silicon” “The fastest apps to reach $100m revenue are all on Solana, whether you like it or not, that's facts”

Counterparty

73,216 Aufrufe • vor 1 Jahr

.kash breaks down the RWA inflows landing on Solana and what they mean for the network: "Anyone who's in the industry and understands what's actually happening on Solana right now is ridiculously bullish. Alpenglow is coming, which is going to put it on par with a centralized exchange experience in terms of block times, latency and finalization" "Something in recent days, $700 million of RWA have come to Solana - more than have come to all other chains put together. Liquidity begets liquidity, and as more of those assets come onto Solana, the easier it is for the entire network to continue to scale" "It's coming partially from other chains, but it's also net new money that's coming in. Something like 98% of all tokenized equities trading on chain is happening on Solana"

.kash breaks down the RWA inflows landing on Solana and what they mean for the network: "Anyone who's in the industry and understands what's actually happening on Solana right now is ridiculously bullish. Alpenglow is coming, which is going to put it on par with a centralized exchange experience in terms of block times, latency and finalization" "Something in recent days, $700 million of RWA have come to Solana - more than have come to all other chains put together. Liquidity begets liquidity, and as more of those assets come onto Solana, the easier it is for the entire network to continue to scale" "It's coming partially from other chains, but it's also net new money that's coming in. Something like 98% of all tokenized equities trading on chain is happening on Solana"

Solana

135,082 Aufrufe • vor 1 Monat

Rasmr says solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump could be the Trojan horse that ushers in the next on-chain bull season "Imagine there's a bull market six months from now. What's a coin that's gonna be on-chain today and still be on-chain in six months? solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump. He's not gonna give up on it. Ansem is going to be the biggest crypto influencer of all time, and when the bull market comes around, he's gonna be even bigger because he called that the bull was coming" "If Ansem is bull-posting a coin every single day during a bull market, what does that coin go to? It goes over a billion. Is kind of like a Trojan horse that's going to usher in the major on-chain bull season. A lot of people are sleeping on that"

Rasmr says solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump could be the Trojan horse that ushers in the next on-chain bull season "Imagine there's a bull market six months from now. What's a coin that's gonna be on-chain today and still be on-chain in six months? solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump. He's not gonna give up on it. Ansem is going to be the biggest crypto influencer of all time, and when the bull market comes around, he's gonna be even bigger because he called that the bull was coming" "If Ansem is bull-posting a coin every single day during a bull market, what does that coin go to? It goes over a billion. Is kind of like a Trojan horse that's going to usher in the major on-chain bull season. A lot of people are sleeping on that"

Mikli

17,894 Aufrufe • vor 2 Monaten