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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...

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MR SHIFT 🦁

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34,801 просмотров • 5 месяцев назад •via X (Twitter)

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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 staking protocol in crypto. We get into how Kinetiq pulled in $2.5B in five weeks, why he thinks HyperEVM gets a bad rap, and what's coming next with Elysium - Kinetiq's new L2 - that might be the first L2 in crypto that adds value instead of extracting it. Timestamps: 0:00 Intro 2:05 Why Omnia Hides His Face 3:04 What Omnia Actually Builds 3:47 Who Is Omnia? 6:08 From Hotels To HyperLiquid 8:55 Why HyperLiquid Over Everything Else 12:02 Kinetiq In 60 Seconds 13:25 Why Liquid Staking First 15:35 What kinetiq:native Holders Actually Get 17:33 Sponsors FortisX 17:59 Can Anyone Beat TradeXYZ? 20:54 The Real State Of HyperEVM 23:52 Is HyperLiquid Actually Winning? 26:27 Does HyperLiquid Need Other Markets? 28:43 How Kinetiq Pulls In Builders 32:32 Elysium: Value Creator Or Value Extractor? 35:03 The One Thing To Remember 36:27 Final Thoughts
36:44

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 staking protocol in crypto. We get into how Kinetiq pulled in $2.5B in five weeks, why he thinks HyperEVM gets a bad rap, and what's coming next with Elysium - Kinetiq's new L2 - that might be the first L2 in crypto that adds value instead of extracting it. Timestamps: 0:00 Intro 2:05 Why Omnia Hides His Face 3:04 What Omnia Actually Builds 3:47 Who Is Omnia? 6:08 From Hotels To HyperLiquid 8:55 Why HyperLiquid Over Everything Else 12:02 Kinetiq In 60 Seconds 13:25 Why Liquid Staking First 15:35 What kinetiq:native Holders Actually Get 17:33 Sponsors FortisX 17:59 Can Anyone Beat TradeXYZ? 20:54 The Real State Of HyperEVM 23:52 Is HyperLiquid Actually Winning? 26:27 Does HyperLiquid Need Other Markets? 28:43 How Kinetiq Pulls In Builders 32:32 Elysium: Value Creator Or Value Extractor? 35:03 The One Thing To Remember 36:27 Final Thoughts

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DROPS E38: Vanta Trading - The Best Traders Won't Be Human Arrash is the founder and CEO of Vanta Trading, a decentralized prop trading platform built on Bittensor. He spent years as a quant trader building his own strategies before deciding the entire funded-account industry needed to be rebuilt from the ground up. We talk about: - Why most "funded accounts" trade on money that doesn't exist - Why your payout was never real - How prop firms intentionally change rules and spreads before you cash out - Why the best traders of the future won't be human And much more… Timestamps: 0:00 Introduction 1:48 Founder of Vanta 3:08 Explaining Vanta to an Uber Driver 3:26 Unfair vs Fair Funding 6:37 How do they make money? 8:33 How a Legit Prop Firm Makes Money 9:43 Founder's Journey Into Entrepreneurship 10:42 Discovering Crypto & Blockchain 13:03 From LinkedIn Engineer to Quant Trader 15:22 Trading Strategies 16:13 How Trading Is Changing? 18:39 Why TradFi Should Fear Hyperliquid 19:16 Building on BitTensor 21:43 Explaining BitTensor Simply 22:03 How BitTensor Creates Value 23:17 BitTensor's Structure 24:36 BitTensor as Crypto AI 25:35 Is the BitTensor Hype Justified? 27:09 Revenue & Profitability in BitTensor 29:17 Role of TAO 29:51 Advantages & Limitations of BitTensor ecosystem 31:56 What Is Vanta? 32:26 Why No One Fixed Prop Trading Before 33:12 Is the Entire Industry a Scam? 34:17 How Prop Firms Really Make Money 35:35 How Vanta Is Different 38:33 Copy Trading Explained 39:30 Vanta's Business Model 40:28 Dark Reality Behind Funded Accounts 43:48 Long-Term Vision for Vanta 44:50 What Happens If Too Many Traders Win? 46:25 Future Belongs to AI Traders 47:59 Vanta's Endgame 49:14 Conclusion
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DROPS E38: Vanta Trading - The Best Traders Won't Be Human Arrash is the founder and CEO of Vanta Trading, a decentralized prop trading platform built on Bittensor. He spent years as a quant trader building his own strategies before deciding the entire funded-account industry needed to be rebuilt from the ground up. We talk about: - Why most "funded accounts" trade on money that doesn't exist - Why your payout was never real - How prop firms intentionally change rules and spreads before you cash out - Why the best traders of the future won't be human And much more… Timestamps: 0:00 Introduction 1:48 Founder of Vanta 3:08 Explaining Vanta to an Uber Driver 3:26 Unfair vs Fair Funding 6:37 How do they make money? 8:33 How a Legit Prop Firm Makes Money 9:43 Founder's Journey Into Entrepreneurship 10:42 Discovering Crypto & Blockchain 13:03 From LinkedIn Engineer to Quant Trader 15:22 Trading Strategies 16:13 How Trading Is Changing? 18:39 Why TradFi Should Fear Hyperliquid 19:16 Building on BitTensor 21:43 Explaining BitTensor Simply 22:03 How BitTensor Creates Value 23:17 BitTensor's Structure 24:36 BitTensor as Crypto AI 25:35 Is the BitTensor Hype Justified? 27:09 Revenue & Profitability in BitTensor 29:17 Role of TAO 29:51 Advantages & Limitations of BitTensor ecosystem 31:56 What Is Vanta? 32:26 Why No One Fixed Prop Trading Before 33:12 Is the Entire Industry a Scam? 34:17 How Prop Firms Really Make Money 35:35 How Vanta Is Different 38:33 Copy Trading Explained 39:30 Vanta's Business Model 40:28 Dark Reality Behind Funded Accounts 43:48 Long-Term Vision for Vanta 44:50 What Happens If Too Many Traders Win? 46:25 Future Belongs to AI Traders 47:59 Vanta's Endgame 49:14 Conclusion

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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
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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

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643,843 просмотров • 1 год назад

E83: XBorg : The Future of Gaming Lou is the founder and CEO of XBorg, a SwissBorg spin off developing the world’s largest player identity protocol in gaming. Thank you to our Partners Jupiter , SwissBorg , Pudgy Penguins , Astar Network , dVIN Labs (🍷, ⛓) , and Coinsilium for helping us make this happen. Timestamps 0:00 Introduction 2:14 Introducing Louis 3:40 From Hospitality to Crypto 5:48 Escaping the 9-to-5 7:26 Leverage: Code and Media 9:19 Investing in In-House Teams 10:39 Trading Success 14:13 How to Make Money Trading Crypto 17:00 Meme Coins 20:27 Meme Coins: Lottery of Crypto 25:44 Primary VS Secondary Markets 27:32 Primary Market Insights and Investments 30:21 Building a Gaming Protocol 33:10 Social Impact of Crypto Trading 37:57 Trading and Building Simultaneously 41:10 What is XBorg? 42:45 Online Identity Importance 45:18 Holy Grail for XBorg 46:10 Inside the Crypto Token Listing Game 53:33 KOL Frenzy in Crypto 58:27 Prediction for the Next 12 Months
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E83: XBorg : The Future of Gaming Lou is the founder and CEO of XBorg, a SwissBorg spin off developing the world’s largest player identity protocol in gaming. Thank you to our Partners Jupiter , SwissBorg , Pudgy Penguins , Astar Network , dVIN Labs (🍷, ⛓) , and Coinsilium for helping us make this happen. Timestamps 0:00 Introduction 2:14 Introducing Louis 3:40 From Hospitality to Crypto 5:48 Escaping the 9-to-5 7:26 Leverage: Code and Media 9:19 Investing in In-House Teams 10:39 Trading Success 14:13 How to Make Money Trading Crypto 17:00 Meme Coins 20:27 Meme Coins: Lottery of Crypto 25:44 Primary VS Secondary Markets 27:32 Primary Market Insights and Investments 30:21 Building a Gaming Protocol 33:10 Social Impact of Crypto Trading 37:57 Trading and Building Simultaneously 41:10 What is XBorg? 42:45 Online Identity Importance 45:18 Holy Grail for XBorg 46:10 Inside the Crypto Token Listing Game 53:33 KOL Frenzy in Crypto 58:27 Prediction for the Next 12 Months

MR SHIFT 🦁

118,161 просмотров • 2 лет назад

DROPS E10: Hana : Building the Tiktok of crypto Hana is the Founder of Hana Network, a P2P marketplace, complete with casual earning, live social tipping, and on/off ramp - built on the top of Hyperlquid Timestamps 00:00 – Intro 01:37 – Welcome to DROPS 02:14 – Who is Hana? 05:08 – TikTok of Crypto 08:09 – Leaving University for Crypto 11:51 – Crypto Barriers in Japan 16:07 – Starting Hana in Dubai 18:09 – What Are “Why Now” Moments? 20:52 – Why the Privacy Layer Didn’t Work 24:43 – When Vision Meets Real Users 26:30 – What Crypto Users Really Want 28:08 – What is Hana Network? 31:36 – Crypto Made Easy and Fun 33:42 – Financial Tools Disguised as Content 36:11 – Crypto Without Wallet Headaches 37:44 – Crypto That Feels Like a Game 40:40 – Crypto’s Future Is Hyperlocal 43:40 – Why Creators Are Leaving TikTok 45:24 – Building on Hyperliquid - the CEX killer 47:00 – If Hana Network Was a Game Character 49:01 – This Is the Year It Happens
50:20

DROPS E10: Hana : Building the Tiktok of crypto Hana is the Founder of Hana Network, a P2P marketplace, complete with casual earning, live social tipping, and on/off ramp - built on the top of Hyperlquid Timestamps 00:00 – Intro 01:37 – Welcome to DROPS 02:14 – Who is Hana? 05:08 – TikTok of Crypto 08:09 – Leaving University for Crypto 11:51 – Crypto Barriers in Japan 16:07 – Starting Hana in Dubai 18:09 – What Are “Why Now” Moments? 20:52 – Why the Privacy Layer Didn’t Work 24:43 – When Vision Meets Real Users 26:30 – What Crypto Users Really Want 28:08 – What is Hana Network? 31:36 – Crypto Made Easy and Fun 33:42 – Financial Tools Disguised as Content 36:11 – Crypto Without Wallet Headaches 37:44 – Crypto That Feels Like a Game 40:40 – Crypto’s Future Is Hyperlocal 43:40 – Why Creators Are Leaving TikTok 45:24 – Building on Hyperliquid - the CEX killer 47:00 – If Hana Network Was a Game Character 49:01 – This Is the Year It Happens

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DROPS 41: Derive.xyz - Why Options Will Beat Perps This Decade Nick Forster | Derive is co-founder and CEO of Derive, the largest on-chain options exchange. Today we get into what almost killed the company, why they rebranded overnight, and why he thinks options - not perps - are the real endgame for on-chain finance. We talk about: - The token playbook that killed 98% of crypto projects - The wedding in Portugal where the whole team almost walked away - Rebranding from Lyra to Derive in nine days - Why options will outgrow perps this decade - What blockchains are actually bad at - Why AI makes options the natural vehicle for agent finance And much more… Timestamps: 0:00 - Introduction 2:04 - The Mission Behind Derive 3:00 - What Does Derive Actually Do? 5:18 - Who Actually Uses Options? 7:03 - Nick's Journey Into Crypto 8:09 - The problem with crypto's last five years 11:17 - The token listing playbook 17:44 - Partnership: FortisX 18:10 - The $15M Market Cap Crisis 24:12 - Why Nick Stayed 26:01 - What finally changed 29:38 - Why Options Could Become Huge 32:52 - Options vs Perpetuals 34:37 - Making options accessible to retail 38:36 - Why Derive Rebranded 40:12 - From V1 to V3 46:03 - The Real Power of Programmable Finance 48:19 - What Blockchains are actually Bad at 49:59 - What's Derive bad at? 50:53 - The endgame for Derive 51:47 - What's Holding Derive Back? 52:50 - Why Crypto Builders Need to Stick Together 54:49 - Why Stay in Crypto in 2026? 56:57 - Conclusion
58:13

DROPS 41: Derive.xyz - Why Options Will Beat Perps This Decade Nick Forster | Derive is co-founder and CEO of Derive, the largest on-chain options exchange. Today we get into what almost killed the company, why they rebranded overnight, and why he thinks options - not perps - are the real endgame for on-chain finance. We talk about: - The token playbook that killed 98% of crypto projects - The wedding in Portugal where the whole team almost walked away - Rebranding from Lyra to Derive in nine days - Why options will outgrow perps this decade - What blockchains are actually bad at - Why AI makes options the natural vehicle for agent finance And much more… Timestamps: 0:00 - Introduction 2:04 - The Mission Behind Derive 3:00 - What Does Derive Actually Do? 5:18 - Who Actually Uses Options? 7:03 - Nick's Journey Into Crypto 8:09 - The problem with crypto's last five years 11:17 - The token listing playbook 17:44 - Partnership: FortisX 18:10 - The $15M Market Cap Crisis 24:12 - Why Nick Stayed 26:01 - What finally changed 29:38 - Why Options Could Become Huge 32:52 - Options vs Perpetuals 34:37 - Making options accessible to retail 38:36 - Why Derive Rebranded 40:12 - From V1 to V3 46:03 - The Real Power of Programmable Finance 48:19 - What Blockchains are actually Bad at 49:59 - What's Derive bad at? 50:53 - The endgame for Derive 51:47 - What's Holding Derive Back? 52:50 - Why Crypto Builders Need to Stick Together 54:49 - Why Stay in Crypto in 2026? 56:57 - Conclusion

MR SHIFT 🦁

143,468 просмотров • 28 дней назад

Today on MCG: ksett | Derive.xyz 99% of people in crypto know perps but few understand options... Ksett breaks down why they are the next frontier, how they will be accessible on-chain, and why $22.3 billion in notional volume is just the beginning 👇 00:46 - Meet Ksett 01:19 - Background 01:37 - From user to team member 02:11 - Most people know perps — why options are the next step 02:48 - Perps limitations 03:36 - What you can build with options 04:42 - The team 05:56 - What Derive offers 08:59 - On-chain benefits 09:33 - Self-custodial 11:53 - How Derive came to be 21:26 - Who is the target audience? 21:55 - The institutional set 22:10 - The broker program 23:47 - Agentic trading 27:05 - A retail agent version 28:32 - Is Derive bridging CeFi to DeFi? 29:38 - Commodities on Derive 41:10 - Coinbase acquisition 42:17 - $22.3 billion in notional volume 43:28 - Governance and tokenomics 45:40 - Options MM program 50:31 - The SEC side and regulation 51:37 - White label opportunities 51:53 - 35% of fees go to buybacks 57:07 - Wrap up and takeaways
59:24

Today on MCG: ksett | Derive.xyz 99% of people in crypto know perps but few understand options... Ksett breaks down why they are the next frontier, how they will be accessible on-chain, and why $22.3 billion in notional volume is just the beginning 👇 00:46 - Meet Ksett 01:19 - Background 01:37 - From user to team member 02:11 - Most people know perps — why options are the next step 02:48 - Perps limitations 03:36 - What you can build with options 04:42 - The team 05:56 - What Derive offers 08:59 - On-chain benefits 09:33 - Self-custodial 11:53 - How Derive came to be 21:26 - Who is the target audience? 21:55 - The institutional set 22:10 - The broker program 23:47 - Agentic trading 27:05 - A retail agent version 28:32 - Is Derive bridging CeFi to DeFi? 29:38 - Commodities on Derive 41:10 - Coinbase acquisition 42:17 - $22.3 billion in notional volume 43:28 - Governance and tokenomics 45:40 - Options MM program 50:31 - The SEC side and regulation 51:37 - White label opportunities 51:53 - 35% of fees go to buybacks 57:07 - Wrap up and takeaways

MCG

10,272 просмотров • 4 месяцев назад

New episode with rbit A conversation with someone who has seen almost every era of crypto market structure firsthand. We talk through the shift from early inefficiencies and manual trading to stat arb, HFT, execution, and competing in a much harder market. 00:00 Getting into Bitcoin in 2010, mining, Mt. Gox, and coming back in 2017 13:37 ICO mania, BitMEX, and the Bitcoin fork trade 17:14 Why 2018 pushed him toward quant trading 24:52 Building a profitable stat arb business on FTX 40:21 Stat arb vs HFT, and why crypto got more competitive 49:09 What his trading operation looks like today 55:13 The future of crypto market structure and where edge is going 01:05:04 Advice for newer traders and why quant thinking differs from retail
1:06:30

New episode with rbit A conversation with someone who has seen almost every era of crypto market structure firsthand. We talk through the shift from early inefficiencies and manual trading to stat arb, HFT, execution, and competing in a much harder market. 00:00 Getting into Bitcoin in 2010, mining, Mt. Gox, and coming back in 2017 13:37 ICO mania, BitMEX, and the Bitcoin fork trade 17:14 Why 2018 pushed him toward quant trading 24:52 Building a profitable stat arb business on FTX 40:21 Stat arb vs HFT, and why crypto got more competitive 49:09 What his trading operation looks like today 55:13 The future of crypto market structure and where edge is going 01:05:04 Advice for newer traders and why quant thinking differs from retail

Insilico Terminal

48,691 просмотров • 4 месяцев назад

E151: Polygon Founder: The Future of Payments is built on Polygon! Sandeep | CEO, Polygon Foundation (※,※) is the Founder of Polygon | POL one of the world’s most adopted blockchains, and creator of Agglayer to unify Web3. Sandeep also co-founded Sentient, a decentralized AI research group, and launched Blockchain for Impact (Crypto Relief), to support medical research and public health in India. Timestamps: 0:00 Introduction 2:01 Using Stable Coins Over Normal Account 3:53 Sandeep Doesn’t Sleep Much 4:19 Sandeep Is Just Like Paulo From Tether 6:15 Sandeep’s Regular Sleep Hours 8:22 What Is Your Mission 11:45 Who Are You 13:43 Partnerships: Jupiter Paradex mantle 14:34 What Happened In Sandeep’s Life That Made Him Hungry For Success 18:42 Your Definition Of A Big Man Today 20:22 You Could’ve Walked Off, What Does That Mean 22:43 Sandeep’s Fascination With Blockchain & Crypto 24:04 Explain Polygon To Your Mom 25:13 The Toughest Moment In Polygons 8 Year Lifetime 28:02 3 Different Names For Polygon Token Over The Years, Why? 31:10 Polygon Hired The Head Of Crypto For Stripe, Why? 33:16 What Must Happen For Polygon To Be A Winner For Blockchain Payments 35:20 Risk Of The Poly Market Moving Away From Polygon 38:10 Partnerships: Trezor Sui Story 39:24 Why Is The Poly Market Built On A Blockchain 41:45 But Why Polygons Blockchain 43:04 What’s Special About The Katana ⚔️ Team to Have Them In Polygons Ecosystem 45:05 What Is Miden Explained Simply 46:16 What Is The Polygon Ag Layer 47:12 What Is Sentient & How Does It Fit Into Aggregation Layer 51:12 Why AI & Blockchain Intersection Is Importantly For The Future 52:29 Why Sandeep Is Very Active In Philanthropy 53:31 The Happiest Moment In Your Philanthropic Journey
1:01:45

E151: Polygon Founder: The Future of Payments is built on Polygon! Sandeep | CEO, Polygon Foundation (※,※) is the Founder of Polygon | POL one of the world’s most adopted blockchains, and creator of Agglayer to unify Web3. Sandeep also co-founded Sentient, a decentralized AI research group, and launched Blockchain for Impact (Crypto Relief), to support medical research and public health in India. Timestamps: 0:00 Introduction 2:01 Using Stable Coins Over Normal Account 3:53 Sandeep Doesn’t Sleep Much 4:19 Sandeep Is Just Like Paulo From Tether 6:15 Sandeep’s Regular Sleep Hours 8:22 What Is Your Mission 11:45 Who Are You 13:43 Partnerships: Jupiter Paradex mantle 14:34 What Happened In Sandeep’s Life That Made Him Hungry For Success 18:42 Your Definition Of A Big Man Today 20:22 You Could’ve Walked Off, What Does That Mean 22:43 Sandeep’s Fascination With Blockchain & Crypto 24:04 Explain Polygon To Your Mom 25:13 The Toughest Moment In Polygons 8 Year Lifetime 28:02 3 Different Names For Polygon Token Over The Years, Why? 31:10 Polygon Hired The Head Of Crypto For Stripe, Why? 33:16 What Must Happen For Polygon To Be A Winner For Blockchain Payments 35:20 Risk Of The Poly Market Moving Away From Polygon 38:10 Partnerships: Trezor Sui Story 39:24 Why Is The Poly Market Built On A Blockchain 41:45 But Why Polygons Blockchain 43:04 What’s Special About The Katana ⚔️ Team to Have Them In Polygons Ecosystem 45:05 What Is Miden Explained Simply 46:16 What Is The Polygon Ag Layer 47:12 What Is Sentient & How Does It Fit Into Aggregation Layer 51:12 Why AI & Blockchain Intersection Is Importantly For The Future 52:29 Why Sandeep Is Very Active In Philanthropy 53:31 The Happiest Moment In Your Philanthropic Journey

MR SHIFT 🦁

154,567 просмотров • 9 месяцев назад

🎙 The Sujal Show Ep. 11: Arthur Hayes “Why I’m Betting Big on Hyperliquid (Over Bitcoin)” The man behind BitMEX, Arthur Hayes, reveals why 90% of traders lose money, says decentralization is “mostly marketing,” why he’s all-in on Hyperliquid & Zcash, 3 altcoins, & gives his 2028 election thesis and how it will affect Bitcoin. We Discussed on The Sujal Show: - The 2017 moment BitMEX started printing real money - Why insider trading should be legal - Why 90% of traders lose money (90/10 rule of trading) - How to build wealth in crypto - His $150 price target for Hyperliquid by end of August - Why Hyperliquid could become the largest exchange in the world - His take on Gracy Chen's "Hyperliquid is centralized" claim - Narrative that will make stupid money - His portfolio revealed - The timeline for Bitcoin to hit $500k (gave a specific year) - Why Ethereum is still the best L1 - Zcash to $2,000–$3,000? & 10% Of Bitcoin His privacy thesis - 3 coins to outperform Bitcoin TIMESTAMPS 00:00 Intro 02:08 How to Get Rich in Crypto Without Gambling 03:30 Why 90% of Traders Lose Money 05:32 Will AI Replace 99% of Traders? 06:23 How Salaried People Should Build Wealth in Crypto 07:25 Arthur Hayes’ Current Portfolio 07:35 Is Ethereum Still a Long-Term Bet? 08:19 Zcash to $2,000–$3,000? 09:09 Can Quantum Computing Threaten Bitcoin & Zcash? 09:42 Hyperliquid Price Prediction 10:14 How Big Can Hyperliquid Become? 11:05 Is Hyperliquid Really Decentralized? 13:11 Is Bitcoin Truly Decentralized? 13:50 Has Bitcoin Bottomed Already? 14:47 Bitcoin Future Prediction 16:34 Should Insider Trading Be Legal? 17:37 Would Legal Insider Trading Make Markets More Manipulative? 19:25 The Sujal Show Prediction Round 23:59 Is Trump Good or Bad for Crypto? 25:22 Advice for the Younger Generation From Citibank fired to crypto billionaire. His trading psychology will good for to recover loss Watch now 👇
26:32

🎙 The Sujal Show Ep. 11: Arthur Hayes “Why I’m Betting Big on Hyperliquid (Over Bitcoin)” The man behind BitMEX, Arthur Hayes, reveals why 90% of traders lose money, says decentralization is “mostly marketing,” why he’s all-in on Hyperliquid & Zcash, 3 altcoins, & gives his 2028 election thesis and how it will affect Bitcoin. We Discussed on The Sujal Show: - The 2017 moment BitMEX started printing real money - Why insider trading should be legal - Why 90% of traders lose money (90/10 rule of trading) - How to build wealth in crypto - His $150 price target for Hyperliquid by end of August - Why Hyperliquid could become the largest exchange in the world - His take on Gracy Chen's "Hyperliquid is centralized" claim - Narrative that will make stupid money - His portfolio revealed - The timeline for Bitcoin to hit $500k (gave a specific year) - Why Ethereum is still the best L1 - Zcash to $2,000–$3,000? & 10% Of Bitcoin His privacy thesis - 3 coins to outperform Bitcoin TIMESTAMPS 00:00 Intro 02:08 How to Get Rich in Crypto Without Gambling 03:30 Why 90% of Traders Lose Money 05:32 Will AI Replace 99% of Traders? 06:23 How Salaried People Should Build Wealth in Crypto 07:25 Arthur Hayes’ Current Portfolio 07:35 Is Ethereum Still a Long-Term Bet? 08:19 Zcash to $2,000–$3,000? 09:09 Can Quantum Computing Threaten Bitcoin & Zcash? 09:42 Hyperliquid Price Prediction 10:14 How Big Can Hyperliquid Become? 11:05 Is Hyperliquid Really Decentralized? 13:11 Is Bitcoin Truly Decentralized? 13:50 Has Bitcoin Bottomed Already? 14:47 Bitcoin Future Prediction 16:34 Should Insider Trading Be Legal? 17:37 Would Legal Insider Trading Make Markets More Manipulative? 19:25 The Sujal Show Prediction Round 23:59 Is Trump Good or Bad for Crypto? 25:22 Advice for the Younger Generation From Citibank fired to crypto billionaire. His trading psychology will good for to recover loss Watch now 👇

Sujal Jethwani

105,829 просмотров • 4 месяцев назад

E178: Tushar Jain - Why Multicoin is betting big on Hyperliquid, Zcash and Solana Tushar Jain is Managing Partner at Multicoin Capital. He's back on the show to talk about where crypto is in the cycle, how he sizes bets across $SOL, $HYPE, and $ZEC, and the frameworks he uses to manage his own psychology. Timestamps: 0:00 - Intro 1:31 - Who is Tushar Jain 3:44 - Are we at a crypto turning point? 4:57 - Buying into bad news before confirmation 6:24 - Buying vs. selling: which is harder 7:13 - Still bullish on Solana ? 9:15 - TradFi issuers and credible neutrality 11:47 - Sponsors: Variational Bitwise 12:39 - How to size two competing bullish bets 14:13 - Category leader vs. "better play" 17:00 - Most obvious trade for 2026: $ZEC 19:39 - What Zcash 🛡️ represents 22:27 - Valuing an asset with no revenue 24:18 - Trading framework vs. buy-and-hold 26:40 - Valuing $SOL and $HYPE 31:45 - Sponsors KAST Trezor 32:54 - Timing entries in volatile assets 36:26 - Why Multicoin Capital doesn't trade, only manages 39:25 - The four sources of investing edge 41:14 - Edge examples: $ZEC, $HYPE, $ENA 43:21 - What Ethena represents 45:37 - How much founder quality matters : G | Ethena example 47:09 - When to take profits 49:50 - Thoughts on Ethereum and $ETH 51:44 - Kyle leaving Multicoin 53:03 - Sponsors Jupiter Ethena 53:46 - Why Tushar is still in crypto 58:26 - Wrap-up and thanks 1:00:37 - Bonus segment intro - Zcash drama + Hyperliquid report 1:00:39 - What happened with the Zcash bug 1:04:13 - Zcash's fix: the Ironwood pool 1:05:50 - How long it took to decide to buy more 1:08:13 - Multicoin's Hyperliquid report 1:09:55 - Base case: $319 $HYPE price target, key assumptions 1:15:21 - Is the crypto bottom in? 1:18:11 - Closing thanks
1:17:55

E178: Tushar Jain - Why Multicoin is betting big on Hyperliquid, Zcash and Solana Tushar Jain is Managing Partner at Multicoin Capital. He's back on the show to talk about where crypto is in the cycle, how he sizes bets across $SOL, $HYPE, and $ZEC, and the frameworks he uses to manage his own psychology. Timestamps: 0:00 - Intro 1:31 - Who is Tushar Jain 3:44 - Are we at a crypto turning point? 4:57 - Buying into bad news before confirmation 6:24 - Buying vs. selling: which is harder 7:13 - Still bullish on Solana ? 9:15 - TradFi issuers and credible neutrality 11:47 - Sponsors: Variational Bitwise 12:39 - How to size two competing bullish bets 14:13 - Category leader vs. "better play" 17:00 - Most obvious trade for 2026: $ZEC 19:39 - What Zcash 🛡️ represents 22:27 - Valuing an asset with no revenue 24:18 - Trading framework vs. buy-and-hold 26:40 - Valuing $SOL and $HYPE 31:45 - Sponsors KAST Trezor 32:54 - Timing entries in volatile assets 36:26 - Why Multicoin Capital doesn't trade, only manages 39:25 - The four sources of investing edge 41:14 - Edge examples: $ZEC, $HYPE, $ENA 43:21 - What Ethena represents 45:37 - How much founder quality matters : G | Ethena example 47:09 - When to take profits 49:50 - Thoughts on Ethereum and $ETH 51:44 - Kyle leaving Multicoin 53:03 - Sponsors Jupiter Ethena 53:46 - Why Tushar is still in crypto 58:26 - Wrap-up and thanks 1:00:37 - Bonus segment intro - Zcash drama + Hyperliquid report 1:00:39 - What happened with the Zcash bug 1:04:13 - Zcash's fix: the Ironwood pool 1:05:50 - How long it took to decide to buy more 1:08:13 - Multicoin's Hyperliquid report 1:09:55 - Base case: $319 $HYPE price target, key assumptions 1:15:21 - Is the crypto bottom in? 1:18:11 - Closing thanks

MR SHIFT 🦁

224,368 просмотров • 2 месяцев назад

The State of Hyperliquid in 2026. xulian.hl and Sterling from Hyperliquid Labs join Hans to discuss HIP-3, builder codes, HyperEVM, institutional adoption, and what comes next for Hyperliquid. 0:30 Hyperliquid origin story 3:08 Sterling yelling about Hyperliquid inside Circle 6:19 Half of Hyperliquid volume is RWAs 6:34 SK Hynix traded $2B in one day 9:18 Better liquidity than Binance on 250+ markets 11:26 The case for neutral infrastructure 12:04 The Iran war changed everything 13:52 HyperEVM and billions in composable liquidity 17:56 Why Coinbase and Circle are staking HYPE 18:27 Bringing the biggest institutions onchain
21:49

The State of Hyperliquid in 2026. xulian.hl and Sterling from Hyperliquid Labs join Hans to discuss HIP-3, builder codes, HyperEVM, institutional adoption, and what comes next for Hyperliquid. 0:30 Hyperliquid origin story 3:08 Sterling yelling about Hyperliquid inside Circle 6:19 Half of Hyperliquid volume is RWAs 6:34 SK Hynix traded $2B in one day 9:18 Better liquidity than Binance on 250+ markets 11:26 The case for neutral infrastructure 12:04 The Iran war changed everything 13:52 HyperEVM and billions in composable liquidity 17:56 Why Coinbase and Circle are staking HYPE 18:27 Bringing the biggest institutions onchain

HL Global

13,962 просмотров • 1 месяц назад

Full interview with the founder and CEO of Propr Lou sits down with me to discuss Hyperliquid and the future of prop trading Timestamps: 00:00:00 Intro 00:00:16 Meet Louis: from TradFi to crypto 00:01:52 How the crypto market has changed 00:03:49 Why build on Hyperliquid 00:06:52 How propr got started 00:08:40 Scaling a lean team (and the grind) 00:12:24 What a prop firm actually is 00:15:33 Agents, bots, and the future of trading 00:18:32 What Louis is most proud of 00:21:02 Thinking about the token and TGE 00:24:14 Where propr goes in 5 years 00:25:57 Best and worst trades 00:27:50 Life outside crypto + shoutouts
29:41

Full interview with the founder and CEO of Propr Lou sits down with me to discuss Hyperliquid and the future of prop trading Timestamps: 00:00:00 Intro 00:00:16 Meet Louis: from TradFi to crypto 00:01:52 How the crypto market has changed 00:03:49 Why build on Hyperliquid 00:06:52 How propr got started 00:08:40 Scaling a lean team (and the grind) 00:12:24 What a prop firm actually is 00:15:33 Agents, bots, and the future of trading 00:18:32 What Louis is most proud of 00:21:02 Thinking about the token and TGE 00:24:14 Where propr goes in 5 years 00:25:57 Best and worst trades 00:27:50 Life outside crypto + shoutouts

ryandcrypto

43,155 просмотров • 3 месяцев назад