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DROPS 42: Kinetiq - Building Hyperliquid's biggest protocol and solving the HyperEVM problem Omnia π runs Kinetiq, the largest protocol on Hyperliquid. He's anonymous, been building in crypto for almost a decade, and went from hotel management to a digital asset hedge fund to founding the third largest liquid...

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MR SHIFT 🦁

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“The house of all finance is a multi-decade vision.” Omnia π joins the Insilico Terminal Podcast to talk about building Kinetiq, betting early on Hyperliquid, and what comes next for the ecosystem. We covered HyperBFT and HyperEVM, liquid staking, HIP-3 markets, perp DEX competition, institutional adoption, crypto tribalism, and whether Hyperliquid can become the home for all of finance. 00:00 NFT Market Making & Omnia’s Crypto Origin 07:05 From Hedge Fund Analyst to DeFi Builder 14:25 HyperBFT, HyperEVM & Hyperliquid’s Technical Edge 21:07 What Kinetiq Actually Does 28:13 K-HYPE for Traders vs Native Staking 35:07 Why Building on Hyperliquid Is So Difficult 41:15 Can Hyperliquid Become the House of All Finance? 48:58 Hyperliquid as an Existential Risk for Crypto 55:55 Perp DEX Competition & Hyperliquid’s Shrinking Moat
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“The house of all finance is a multi-decade vision.” Omnia π joins the Insilico Terminal Podcast to talk about building Kinetiq, betting early on Hyperliquid, and what comes next for the ecosystem. We covered HyperBFT and HyperEVM, liquid staking, HIP-3 markets, perp DEX competition, institutional adoption, crypto tribalism, and whether Hyperliquid can become the home for all of finance. 00:00 NFT Market Making & Omnia’s Crypto Origin 07:05 From Hedge Fund Analyst to DeFi Builder 14:25 HyperBFT, HyperEVM & Hyperliquid’s Technical Edge 21:07 What Kinetiq Actually Does 28:13 K-HYPE for Traders vs Native Staking 35:07 Why Building on Hyperliquid Is So Difficult 41:15 Can Hyperliquid Become the House of All Finance? 48:58 Hyperliquid as an Existential Risk for Crypto 55:55 Perp DEX Competition & Hyperliquid’s Shrinking Moat

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HyperMeat x Omnia.hl π of Kinetiq🥩 Kinetiq isn’t just a staking protocol. → LST $kHYPE → HIP-3 Perps → Launch Platform → Mobile App 00:08 – Meet Omnia 00:31 – Early Days of Hyperliquid & Ecosystem Growth 01:02 – Why Kinetiq Was Built (Liquid Staking Thesis) 01:26 – Kinetiq Today: Largest Protocol on Hyperliquid 01:50 - Silhouette and other HyperMeat sponsors 02:14 – Kinetiq Stats: 75% LST Dominance + $2.3B HIP-3 Volume 03:16 – Kinetiq Markets (HIP-3 Deployer) 03:49 – New Assets: Equities, Bonds & Alternative Markets 05:01 – Managing Growth & Execution 07:03 – Kinetiq Product Expansion Beyond Liquid Staking 09:01 – Kinetiq Tokens (Full Breakdown) 09:34 – kHYPE: Core Liquid Staking Token 11:04 – Earn Vault (Veda Strategy + Yield Optimization) 12:50 – Institutional (iHYPE) Explained 13:58 – kmHYPE: Revenue From Kinetiq Markets 17:12 – KNTQ Token: Value Capture Explained 18:17 – Why Kinetiq Rejected $20M VC Funding 25:01 – sKNTQ Staking + Buyback Mechanism 26:43 – Revenue Sharing: kmHYPE vs sKNTQ 29:34 – Kinetiq Launch Platform (Build Your Own LST/DEX) 32:00 – kmHYPE vs sKNTQ 34:17 – Kinetiq Marketing Strategy 35:54 – Kinetiq Mobile App 38:01 – The “iPhone Moment” for Hyperliquid 41:06 – Agent K 43:14 – Kinetiq Merch +XP 46:04 – Favorite Cut of Meat
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HyperMeat x Omnia.hl π of Kinetiq🥩 Kinetiq isn’t just a staking protocol. → LST $kHYPE → HIP-3 Perps → Launch Platform → Mobile App 00:08 – Meet Omnia 00:31 – Early Days of Hyperliquid & Ecosystem Growth 01:02 – Why Kinetiq Was Built (Liquid Staking Thesis) 01:26 – Kinetiq Today: Largest Protocol on Hyperliquid 01:50 - Silhouette and other HyperMeat sponsors 02:14 – Kinetiq Stats: 75% LST Dominance + $2.3B HIP-3 Volume 03:16 – Kinetiq Markets (HIP-3 Deployer) 03:49 – New Assets: Equities, Bonds & Alternative Markets 05:01 – Managing Growth & Execution 07:03 – Kinetiq Product Expansion Beyond Liquid Staking 09:01 – Kinetiq Tokens (Full Breakdown) 09:34 – kHYPE: Core Liquid Staking Token 11:04 – Earn Vault (Veda Strategy + Yield Optimization) 12:50 – Institutional (iHYPE) Explained 13:58 – kmHYPE: Revenue From Kinetiq Markets 17:12 – KNTQ Token: Value Capture Explained 18:17 – Why Kinetiq Rejected $20M VC Funding 25:01 – sKNTQ Staking + Buyback Mechanism 26:43 – Revenue Sharing: kmHYPE vs sKNTQ 29:34 – Kinetiq Launch Platform (Build Your Own LST/DEX) 32:00 – kmHYPE vs sKNTQ 34:17 – Kinetiq Marketing Strategy 35:54 – Kinetiq Mobile App 38:01 – The “iPhone Moment” for Hyperliquid 41:06 – Agent K 43:14 – Kinetiq Merch +XP 46:04 – Favorite Cut of Meat

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Liquid staking tokens are generally horrible to own. Omnia π says Kinetiq built KNTQ to be the antithesis. "Liquid staking tokens are generally horrible to own. You stake, get extra yield, and there's no reason to be part of the protocol after. That's the consensus." "We took inspiration from Hyperliquid, very explicit rules for how value is distributed. 70% of our cut goes to programmatic KNTQ buybacks directly in the order books. No KPI conditions. $1,000 in TVL or $10 billion, doesn't matter." "Every trade on every front end, the HIP-3 DEX, the mobile app, all accruing to KNTQ. One unified system. That is the thesis."
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Liquid staking tokens are generally horrible to own. Omnia π says Kinetiq built KNTQ to be the antithesis. "Liquid staking tokens are generally horrible to own. You stake, get extra yield, and there's no reason to be part of the protocol after. That's the consensus." "We took inspiration from Hyperliquid, very explicit rules for how value is distributed. 70% of our cut goes to programmatic KNTQ buybacks directly in the order books. No KPI conditions. $1,000 in TVL or $10 billion, doesn't matter." "Every trade on every front end, the HIP-3 DEX, the mobile app, all accruing to KNTQ. One unified system. That is the thesis."

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Anthony Pompliano 🌪

74,883 Aufrufe • vor 4 Monaten

DROPS E33: Edison from Based: The Robinhood of Hyperliquid and why AI Agents Need Wallets Edison is a co-founder of Based, a non-custodial trading platform built on top of Hyperliquid. We discuss the four pivots he went through, the fraud attack that wiped out profitability, and a $200K-in-the-bank moment where he had to decide whether to keep going or walk away - and the numbers now speak for themselves. $40B in trading volume and $50M in revenue in under 8 months. We talk about: - Losing 95% of his net worth in the Terra/Luna collapse in 2022 - Four pivots in four years - from DeFi yield protocol, to stablecoin payment gateway, to crypto card issuer, to where Based is today - Why builders in crypto need to also be traders - How Based monetises on top of Hyperliquid - The three buckets of crypto traders - retail, retail pro, and pro - Why AI agents are the next massive wave of wallet users - The fraud attack in April 2024 that wiped out a profitable card business overnight And much more.... Timestamps: 0:00 - Introduction 1:08 - Welcome to DROPS 1:47 - Who are you? 2:20 - What is Ziliqa? 3:42 - Ziliqa Joining Story 6:04 - Inspiration to build own project 8:16 - LUNA and the Promises 10:04 - Building in Terra ecosystem 11:37 - Terra Crash 13:10 - Hyperliquid X Terra 13:50 - The Recovery Playbook 17:04 - Builder vs Trader? 20:26 - How to raise funds? 31:05 - Hit by a Fraud 34:17 - Motivation for Builders 37:54 - What is BASED? 38:53 - Builder's Code 39:37 - Comparisons with Binance and Coinbase Pro 40:41 - Importance of Social Variety 42:33 - From Last Shot to $15M Revenue 44:06 - Role of Ethena in HyENA 44:53 - Believe in yourself 46:48 - What different BASED is doing with perps? 49:57 - BASED AI Gateway 54:51 - Outro
55:49

DROPS E33: Edison from Based: The Robinhood of Hyperliquid and why AI Agents Need Wallets Edison is a co-founder of Based, a non-custodial trading platform built on top of Hyperliquid. We discuss the four pivots he went through, the fraud attack that wiped out profitability, and a $200K-in-the-bank moment where he had to decide whether to keep going or walk away - and the numbers now speak for themselves. $40B in trading volume and $50M in revenue in under 8 months. We talk about: - Losing 95% of his net worth in the Terra/Luna collapse in 2022 - Four pivots in four years - from DeFi yield protocol, to stablecoin payment gateway, to crypto card issuer, to where Based is today - Why builders in crypto need to also be traders - How Based monetises on top of Hyperliquid - The three buckets of crypto traders - retail, retail pro, and pro - Why AI agents are the next massive wave of wallet users - The fraud attack in April 2024 that wiped out a profitable card business overnight And much more.... Timestamps: 0:00 - Introduction 1:08 - Welcome to DROPS 1:47 - Who are you? 2:20 - What is Ziliqa? 3:42 - Ziliqa Joining Story 6:04 - Inspiration to build own project 8:16 - LUNA and the Promises 10:04 - Building in Terra ecosystem 11:37 - Terra Crash 13:10 - Hyperliquid X Terra 13:50 - The Recovery Playbook 17:04 - Builder vs Trader? 20:26 - How to raise funds? 31:05 - Hit by a Fraud 34:17 - Motivation for Builders 37:54 - What is BASED? 38:53 - Builder's Code 39:37 - Comparisons with Binance and Coinbase Pro 40:41 - Importance of Social Variety 42:33 - From Last Shot to $15M Revenue 44:06 - Role of Ethena in HyENA 44:53 - Believe in yourself 46:48 - What different BASED is doing with perps? 49:57 - BASED AI Gateway 54:51 - Outro

MR SHIFT 🦁

34,801 Aufrufe • vor 5 Monaten

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 Aufrufe • vor 4 Monaten

HyperMeat x black.tt of ✌️Hypio✌️🥩 I sit down with Black, founder of Lucky Hypio Winners (previously Wealthy Hypio Babies), to talk about the evolution of NFTs on Hyperliquid, the recent rebrand, and what it actually takes to build a successful NFT project in today’s market. 00:28 – Intro, Black: Founder of Hypio 00:53 – Silhouette and Other Sponsors 01:19 – Why Hypio Took a Break From the Timeline 04:06 – “There Are Only Two NFTs on Hyperliquid” 05:56 – What Makes an NFT Collection Successful Today? 07:51 – Why Wealthy Hypio Babies Became Lucky Hypio Winners 09:05 – The Remilio Influence Behind Hypio 10:39 – How Hypers Changed the NFT Meta 11:35 – Why the “Wealthy” Brand No Longer Fit 12:11 –Why “Lucky” Matters More Than “Wealthy” 16:49 – Lucky Hypio Winners Art Upgrade 18:14 – What Hyper Got Right With NFT Art 25:59 – What Does TT Mean? 29:43 – Hypio Points Update 32:52 – Tide Market Update 38:38 – Lessons From the Hyperliquid Team 42:01 – Are We Still in a Crypto Cycle? 46:49 – What Will Bring the Masses to HyperEVM? 50:36 – Will Hyperliquid Do Another Airdrop? 52:55 – What’s Next for Lucky Hypio Winners?
55:28

HyperMeat x black.tt of ✌️Hypio✌️🥩 I sit down with Black, founder of Lucky Hypio Winners (previously Wealthy Hypio Babies), to talk about the evolution of NFTs on Hyperliquid, the recent rebrand, and what it actually takes to build a successful NFT project in today’s market. 00:28 – Intro, Black: Founder of Hypio 00:53 – Silhouette and Other Sponsors 01:19 – Why Hypio Took a Break From the Timeline 04:06 – “There Are Only Two NFTs on Hyperliquid” 05:56 – What Makes an NFT Collection Successful Today? 07:51 – Why Wealthy Hypio Babies Became Lucky Hypio Winners 09:05 – The Remilio Influence Behind Hypio 10:39 – How Hypers Changed the NFT Meta 11:35 – Why the “Wealthy” Brand No Longer Fit 12:11 –Why “Lucky” Matters More Than “Wealthy” 16:49 – Lucky Hypio Winners Art Upgrade 18:14 – What Hyper Got Right With NFT Art 25:59 – What Does TT Mean? 29:43 – Hypio Points Update 32:52 – Tide Market Update 38:38 – Lessons From the Hyperliquid Team 42:01 – Are We Still in a Crypto Cycle? 46:49 – What Will Bring the Masses to HyperEVM? 50:36 – Will Hyperliquid Do Another Airdrop? 52:55 – What’s Next for Lucky Hypio Winners?

beef.hl HYPERMEAT

14,748 Aufrufe • vor 5 Monaten

DROPS E39: Worm - The permissionless truth machine Nass Diba studied quantum physics, worked at Facebook, then left to build in crypto. He's now building Worm - a permissionless prediction market on Solana with leverage. His thesis: prediction markets are the only mechanism that consistently surfaces truth, and they're about to matter more than ever. He grew up in Iran under a dictatorship. He watched state TV claim there was no inflation while the money in people's pockets shrank. That's not a metaphor for him - it's the problem he's building to solve. We talk about: - Why CNN and Fox both showed different election results in 2024 - Growing up in Iran and experiencing information asymmetry under dictatorship firsthand - Building a Poly Market Telegram mini app in September 2024 and getting 56,000 users overnight - Why 90% of those users weren't American - and what that revealed about the technology - How leverage works on prediction markets, why it took 9 months to build, and what liquidation actually means when there's no price - just probability - Why Polymarket and Kalshi are scratching the surface of what's possible - Prediction markets as the engagement layer for Web3 - and what Worm is launching on HyperLiquid HIP-4 And much more… Timestamps: 0:00 Introduction 1:17 Welcome to DROPS 1:57 Prediction Markets in 2026 3:08 Can the crowd be wrong? 4:26 Money Creates Better Truth Discovery 5:22 Who is Nass? 5:55 Growing up in Iran 6:52 Entered Crypto in 2019 8:05 Discovering Prediction Markets 10:08 Signal Behind the 2024 Elections 11:59 How Prediction Markets Disrupt Traditional Media 13:16 Traditional Media Prioritizes Incentives Over Truth 17:33 Polymarket vs Kalshi: Which Model Wins? 18:25 Why is Kalshi or Polymarket enough? 19:43 Lessons Learned Building on Polymarket 21:07 Building Worm on Solana 21:56 What Is Worm and its special elements? 23:36 How Leverage Works on Prediction Markets 25:29 Hedging 27:33 Prediction Markets vs Options & Perps 29:15 How Liquidations Work 31:13 Why Leverage is more than a Gimmick 33:04 Building Leverage Was Harder Than Expected 34:12 Solving Liquidity Problem 36:05 How Worm Acquires Users 36:59 Inflection Point for Prediction Markets 39:06 Why Worm chose Solana 40:24 Becoming the Hyperliquid of Prediction Markets 42:26 Solana vs Hyperliquid: Which Wins? 45:00 Conclusion
46:11

DROPS E39: Worm - The permissionless truth machine Nass Diba studied quantum physics, worked at Facebook, then left to build in crypto. He's now building Worm - a permissionless prediction market on Solana with leverage. His thesis: prediction markets are the only mechanism that consistently surfaces truth, and they're about to matter more than ever. He grew up in Iran under a dictatorship. He watched state TV claim there was no inflation while the money in people's pockets shrank. That's not a metaphor for him - it's the problem he's building to solve. We talk about: - Why CNN and Fox both showed different election results in 2024 - Growing up in Iran and experiencing information asymmetry under dictatorship firsthand - Building a Poly Market Telegram mini app in September 2024 and getting 56,000 users overnight - Why 90% of those users weren't American - and what that revealed about the technology - How leverage works on prediction markets, why it took 9 months to build, and what liquidation actually means when there's no price - just probability - Why Polymarket and Kalshi are scratching the surface of what's possible - Prediction markets as the engagement layer for Web3 - and what Worm is launching on HyperLiquid HIP-4 And much more… Timestamps: 0:00 Introduction 1:17 Welcome to DROPS 1:57 Prediction Markets in 2026 3:08 Can the crowd be wrong? 4:26 Money Creates Better Truth Discovery 5:22 Who is Nass? 5:55 Growing up in Iran 6:52 Entered Crypto in 2019 8:05 Discovering Prediction Markets 10:08 Signal Behind the 2024 Elections 11:59 How Prediction Markets Disrupt Traditional Media 13:16 Traditional Media Prioritizes Incentives Over Truth 17:33 Polymarket vs Kalshi: Which Model Wins? 18:25 Why is Kalshi or Polymarket enough? 19:43 Lessons Learned Building on Polymarket 21:07 Building Worm on Solana 21:56 What Is Worm and its special elements? 23:36 How Leverage Works on Prediction Markets 25:29 Hedging 27:33 Prediction Markets vs Options & Perps 29:15 How Liquidations Work 31:13 Why Leverage is more than a Gimmick 33:04 Building Leverage Was Harder Than Expected 34:12 Solving Liquidity Problem 36:05 How Worm Acquires Users 36:59 Inflection Point for Prediction Markets 39:06 Why Worm chose Solana 40:24 Becoming the Hyperliquid of Prediction Markets 42:26 Solana vs Hyperliquid: Which Wins? 45:00 Conclusion

MR SHIFT 🦁

31,088 Aufrufe • vor 2 Monaten

E183: Jupiter COO - Why Solana Is The Everything Chain and Why Get Rich Slow Is The Real Alpha kash is the COO of Jupiter, the biggest trading and DeFi platform on Solana. He got his start on the founding team at Superteam, then spent the last year and a half building Jupiter into what he calls the on-chain finance super app. We get into why he keeps half his own portfolio in yield-bearing stablecoins, why meme coins are just video games with no staying power, and why he thinks the fat protocol thesis got it backwards. Timestamps: 0:00 Intro 2:10 Crypto's Middleman Problem 3:20 What TradFi Actually Knows About Crypto 4:46 Crypto's Place Inside TradFi 6:19 Early Tech, Late Investment? 7:59 Who Is Kash Dhanda? 9:26 Kash's Role At Superteam 11:42 Why Kevin Went All-In On $SOL in 2023 & $ZEC in 2025 13:02 Infinite Capitalism, Explained 16:07 Sponsors: Variational & Bitwise 17:00 Which Assets Win When Liquidity Is Scarce 19:15 Kash On Memecoins 21:27 Why Keep 10% For Gambling 22:58 The Hidden Cost Of Infinite Capitalism 24:15 Getting Rich In Crypto Without Luck 26:18 Timing Beats Holding 27:25 The Only Way To Compound Wealth 31:14 The Case For All-In Stablecoins 32:59 Protocols Kash Actually Trusts 34:12 Kash's Stablecoin Allocation 37:07 How To Know You're Wrong 40:10 Sponsors KAST 40:58 Yield's TAM Is About To Explode 43:21 Is Solana Back From The Dead? 45:32 Where SOL's $1B Liquidity Really Goes 47:09 Solana's Biggest Weakness 48:44 Building Products Without Breaking Solana 51:01 Solana's 2026 Thesis 52:23 Is SOL Future-Proof? 54:07 What Jupiter Actually Is 54:34 How Jupiter Stops You From Getting Rekt 56:13 Why Ethena Powers JUPUSD 57:19 Why Jupiter Needs Its Own Stablecoin 1:00:05 How $JUP Generates Yield 1:01:08 The Super App Race: Who Wins? 1:03:20 Jupiter Spend, Explained 1:04:58 Sponsors Jupiter & Ethena 1:05:42 Why Jupiter Spend Wins 1:07:39 GUM Explained Simply 1:10:20 What Else GUM Unlocks 1:12:30 Does Solana's Success Lift Jupiter? 1:14:45 Why $JUP Flopped Last Cycle 1:17:21 Jupiter's Comeback Plan 1:19:23 Is $JUP A Buy? 1:20:38 Hyperliquid vs Jupiter & GUM 1:21:38 Why Everyone's Talking About Hyperliquid 1:23:28 The Biggest Takeaway 1:24:15 Closing Thoughts
1:25:15

E183: Jupiter COO - Why Solana Is The Everything Chain and Why Get Rich Slow Is The Real Alpha kash is the COO of Jupiter, the biggest trading and DeFi platform on Solana. He got his start on the founding team at Superteam, then spent the last year and a half building Jupiter into what he calls the on-chain finance super app. We get into why he keeps half his own portfolio in yield-bearing stablecoins, why meme coins are just video games with no staying power, and why he thinks the fat protocol thesis got it backwards. Timestamps: 0:00 Intro 2:10 Crypto's Middleman Problem 3:20 What TradFi Actually Knows About Crypto 4:46 Crypto's Place Inside TradFi 6:19 Early Tech, Late Investment? 7:59 Who Is Kash Dhanda? 9:26 Kash's Role At Superteam 11:42 Why Kevin Went All-In On $SOL in 2023 & $ZEC in 2025 13:02 Infinite Capitalism, Explained 16:07 Sponsors: Variational & Bitwise 17:00 Which Assets Win When Liquidity Is Scarce 19:15 Kash On Memecoins 21:27 Why Keep 10% For Gambling 22:58 The Hidden Cost Of Infinite Capitalism 24:15 Getting Rich In Crypto Without Luck 26:18 Timing Beats Holding 27:25 The Only Way To Compound Wealth 31:14 The Case For All-In Stablecoins 32:59 Protocols Kash Actually Trusts 34:12 Kash's Stablecoin Allocation 37:07 How To Know You're Wrong 40:10 Sponsors KAST 40:58 Yield's TAM Is About To Explode 43:21 Is Solana Back From The Dead? 45:32 Where SOL's $1B Liquidity Really Goes 47:09 Solana's Biggest Weakness 48:44 Building Products Without Breaking Solana 51:01 Solana's 2026 Thesis 52:23 Is SOL Future-Proof? 54:07 What Jupiter Actually Is 54:34 How Jupiter Stops You From Getting Rekt 56:13 Why Ethena Powers JUPUSD 57:19 Why Jupiter Needs Its Own Stablecoin 1:00:05 How $JUP Generates Yield 1:01:08 The Super App Race: Who Wins? 1:03:20 Jupiter Spend, Explained 1:04:58 Sponsors Jupiter & Ethena 1:05:42 Why Jupiter Spend Wins 1:07:39 GUM Explained Simply 1:10:20 What Else GUM Unlocks 1:12:30 Does Solana's Success Lift Jupiter? 1:14:45 Why $JUP Flopped Last Cycle 1:17:21 Jupiter's Comeback Plan 1:19:23 Is $JUP A Buy? 1:20:38 Hyperliquid vs Jupiter & GUM 1:21:38 Why Everyone's Talking About Hyperliquid 1:23:28 The Biggest Takeaway 1:24:15 Closing Thoughts

MR SHIFT 🦁

105,270 Aufrufe • vor 6 Tagen

DROPS E10: Scytale Digital : Why we are all in Polkadot and betting big on Mark Cachia is the Founder of Scytale Digital and one of the key figures in the DOT Ecosystem Timestamps 0:00 Intro 1:40 Welcome to DROPS 2:16 From Brooklyn Fights to Wall Street 6:27 Bitcoin’s Shift Into the System 8:38 From Banking to Blockchain 11:46 Finding an Investment Edge 15:39 What is Scytale? 18:34 Rethinking Crypto Diversification 20:26 Memecoins 23:40 Why Polkadot Still Matters 25:00 Does Best Tech Win? 27:12 Navigating Investment Uncertainty 29:41 The Crypto Gaming Reality 32:03 What Makes Mythical Games Special 35:55 & Pudgy Penguins 36:56 Why All-In in Polkadot? 40:25 Concluding Remarks
40:41

DROPS E10: Scytale Digital : Why we are all in Polkadot and betting big on Mark Cachia is the Founder of Scytale Digital and one of the key figures in the DOT Ecosystem Timestamps 0:00 Intro 1:40 Welcome to DROPS 2:16 From Brooklyn Fights to Wall Street 6:27 Bitcoin’s Shift Into the System 8:38 From Banking to Blockchain 11:46 Finding an Investment Edge 15:39 What is Scytale? 18:34 Rethinking Crypto Diversification 20:26 Memecoins 23:40 Why Polkadot Still Matters 25:00 Does Best Tech Win? 27:12 Navigating Investment Uncertainty 29:41 The Crypto Gaming Reality 32:03 What Makes Mythical Games Special 35:55 & Pudgy Penguins 36:56 Why All-In in Polkadot? 40:25 Concluding Remarks

MR SHIFT 🦁

102,010 Aufrufe • vor 1 Jahr