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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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E159: Hyperliquid: Housing all of Finance jeff.hl came back on the When Shift Happens Podcast to talk about the Hyperliquid journey since the TGE and what the future holds for one of the most loved and prolific protocols in the space Hyperliquid Timestamps 0:00 Intro 2:01 Singapore 2:27 Reminiscing on the Token Launch 5:00 Was This Scale Of Wealth Expected? 6:28 Doing The Right Thing In Crypto 9:07 The Responsibility that comes with Billions of $ 11:10 Jupiter KAST 11:51 Bringing Hyperliquid to the masses 15:21 Pre TGE and Post TGE: Operational difference 20:13 Choices on what to build Internally vs Externally 22:05 How to build a reliable team 24:51 Did the Team celebrate the HYPE wealth Generation event? 26:45 How to test talents for High Integrity 28:31 How much does the Hyperliquid team sleep? 30:05 Employee Vesting Fears 31:41 Dealing with FUD 32:28 How Does Jeff Personally Handle FUD 35:02 Token "Buybacks" critics 37:20 Why Hyperliquid can't have Discretionary "Buybacks" 39:04 HyperEVM, explained Simply 40:00 Paradex Zodl (fka Zashi) 40:41 HyperEVM: Success so Far? 44:05 HIP-3, explained Simply 47:44 What makes Hyperliquid's approach different 48:19 Why Should People Care? 51:33 Bring All Finance On Chain 52:08 Why Is The Hyperliquid Approach Better? 53:47 Key Numbers showing that Hyperliquid Is Doing it right 59:01 What Has the Unit team demonstrated with spot trading on Hyperliquid in 2025 1:03:29 HIP-4: Outcome Markets 1:08:01 Trezor Sui 1:08:58 What does "Housing All Of Finance" mean? 1:10:51 Why Hyperliquid is not a crypto company 1:12:23 Why Does Hyperliquid have A Stablecoin USDH (Native Markets) 1:14:39 What Is Kinetiq & Why Does It Matter? 1:16:15 Why Is What HyperLend Is Building Important For HyperLiquid 1:23:39 Where did Fairness cost the most? 1:24:47 What should Hyperliquid be Remembered for? 1:25:24 Why should people stay in Crypto when there's an AI brain drain? 1:28:10 Closing Thoughts
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E159: Hyperliquid: Housing all of Finance jeff.hl came back on the When Shift Happens Podcast to talk about the Hyperliquid journey since the TGE and what the future holds for one of the most loved and prolific protocols in the space Hyperliquid Timestamps 0:00 Intro 2:01 Singapore 2:27 Reminiscing on the Token Launch 5:00 Was This Scale Of Wealth Expected? 6:28 Doing The Right Thing In Crypto 9:07 The Responsibility that comes with Billions of $ 11:10 Jupiter KAST 11:51 Bringing Hyperliquid to the masses 15:21 Pre TGE and Post TGE: Operational difference 20:13 Choices on what to build Internally vs Externally 22:05 How to build a reliable team 24:51 Did the Team celebrate the HYPE wealth Generation event? 26:45 How to test talents for High Integrity 28:31 How much does the Hyperliquid team sleep? 30:05 Employee Vesting Fears 31:41 Dealing with FUD 32:28 How Does Jeff Personally Handle FUD 35:02 Token "Buybacks" critics 37:20 Why Hyperliquid can't have Discretionary "Buybacks" 39:04 HyperEVM, explained Simply 40:00 Paradex Zodl (fka Zashi) 40:41 HyperEVM: Success so Far? 44:05 HIP-3, explained Simply 47:44 What makes Hyperliquid's approach different 48:19 Why Should People Care? 51:33 Bring All Finance On Chain 52:08 Why Is The Hyperliquid Approach Better? 53:47 Key Numbers showing that Hyperliquid Is Doing it right 59:01 What Has the Unit team demonstrated with spot trading on Hyperliquid in 2025 1:03:29 HIP-4: Outcome Markets 1:08:01 Trezor Sui 1:08:58 What does "Housing All Of Finance" mean? 1:10:51 Why Hyperliquid is not a crypto company 1:12:23 Why Does Hyperliquid have A Stablecoin USDH (Native Markets) 1:14:39 What Is Kinetiq & Why Does It Matter? 1:16:15 Why Is What HyperLend Is Building Important For HyperLiquid 1:23:39 Where did Fairness cost the most? 1:24:47 What should Hyperliquid be Remembered for? 1:25:24 Why should people stay in Crypto when there's an AI brain drain? 1:28:10 Closing Thoughts

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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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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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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

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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 🦁

174,909 Aufrufe • vor 7 Tagen

🎙 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

105,622 Aufrufe • vor 2 Monaten

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

42,479 Aufrufe • vor 1 Monat

Full episode with Art of The CMS. This episode with Dan is a good overview of the current (macro) state of the market. Timestamps: 00:00 Introduction to Dan and CMS Holdings 03:00 Current Trends in Crypto Trading and Venture Capital 05:47 The Impact of Lending Market Changes 09:04 Traditional Finance's Role in Crypto 11:52 The State of Crypto Venture Capital 15:03 Market Dynamics and Bitcoin's Dominance 18:08 Meme Coins and Market Speculation 21:01 MicroStrategy and Bitcoin's Future 24:00 Self-Custody vs. ETFs in Bitcoin Investment 28:55 Leveraging Bitcoin for Loans 32:05 The Evolution of the Crypto Space 36:01 The Role of Twitter in Crypto 37:45 Market Dynamics and Capital Allocation 41:48 Innovations in Stablecoins 49:27 Navigating Fraud in Crypto Transactions 50:12 The Demand for Stablecoins and Interest Rates 51:16 The Role of Digital Dollars in the Crypto Ecosystem 52:05 Banking Challenges and Interest Distribution 53:08 The Origins of USDC and Historical Context 54:53 The Evolution of Communication in Crypto Trading 56:51 The Leap into Crypto: Early Days and Risks 01:02:42 Founding CMS: A New Venture in Crypto Trading 01:05:32 Navigating Market Crashes and Opportunities 01:08:54 Market Dynamics: The Impact of Recent Events 01:10:55 Health and Lifestyle Changes
1:12:07

Full episode with Art of The CMS. This episode with Dan is a good overview of the current (macro) state of the market. Timestamps: 00:00 Introduction to Dan and CMS Holdings 03:00 Current Trends in Crypto Trading and Venture Capital 05:47 The Impact of Lending Market Changes 09:04 Traditional Finance's Role in Crypto 11:52 The State of Crypto Venture Capital 15:03 Market Dynamics and Bitcoin's Dominance 18:08 Meme Coins and Market Speculation 21:01 MicroStrategy and Bitcoin's Future 24:00 Self-Custody vs. ETFs in Bitcoin Investment 28:55 Leveraging Bitcoin for Loans 32:05 The Evolution of the Crypto Space 36:01 The Role of Twitter in Crypto 37:45 Market Dynamics and Capital Allocation 41:48 Innovations in Stablecoins 49:27 Navigating Fraud in Crypto Transactions 50:12 The Demand for Stablecoins and Interest Rates 51:16 The Role of Digital Dollars in the Crypto Ecosystem 52:05 Banking Challenges and Interest Distribution 53:08 The Origins of USDC and Historical Context 54:53 The Evolution of Communication in Crypto Trading 56:51 The Leap into Crypto: Early Days and Risks 01:02:42 Founding CMS: A New Venture in Crypto Trading 01:05:32 Navigating Market Crashes and Opportunities 01:08:54 Market Dynamics: The Impact of Recent Events 01:10:55 Health and Lifestyle Changes

tristan yver

50,225 Aufrufe • vor 1 Jahr

E101: Virtuals Protocol : How to get Rich with AI Agents (Without Getting Lucky)! is the CoFounder of Virtuals, the leading AI Agent protocol valued at $2.5 Billion Timestamps 0:00 Intro 2:35 Mental Health 6:41 Having Optimistic Co-Founders 7:20 Post-Bull Survival Guide 10:09 Who is Wee Kee ? 10:51 Hyperliquid, an inspiration for Founders 15:21 Fascination of AI 16:56 What is an AI Game? 18:48 Crypto Gaming Narrative 21:20 Can AI Lovers Solve Loneliness? 24:33 What’s a Good AI Lover? 26:44 Solving Mental Health with AI 29:14 Why does Crypto AI Matter? 30:59 Purpose of terminal of truths & $Goat Token 33:54 Why AI Agents Matter 39:34 How aixbt Leads Crypto 43:09 The Risk of Social Coins 45:06 Replacing Humans with AI Agents 49:36 Fair Launches Reflect Crypto Values 58:20 What is Virtuals Protocol ? 1:00:56 Main Goal of Virtuals 1:02:12 What is Luna 1:05:30 Luna: AI Agents Hiring Humans 1:11:09 How AI Agents Mirror Humans 1:12:48 AI Agents Running Businesses 1:16:36 Network State & Why it Matters 1:19:24 AI Networks Bigger Than Earth 1:21:58 Human Advantage Over AI Agents 1:23:29 Does Decentralization Matter? 1:28:22 Base or Solana 1:33:49 Support from Base 1:35:13 What are Sentient Agents? 1:37:25 The Future of AI Agents 1:38:16 Non-Consensus Beliefs 1:39:54 Prediction for the Next 12 Months 1:42:52 Where is Hyperliquid Going?
1:45:11

E101: Virtuals Protocol : How to get Rich with AI Agents (Without Getting Lucky)! is the CoFounder of Virtuals, the leading AI Agent protocol valued at $2.5 Billion Timestamps 0:00 Intro 2:35 Mental Health 6:41 Having Optimistic Co-Founders 7:20 Post-Bull Survival Guide 10:09 Who is Wee Kee ? 10:51 Hyperliquid, an inspiration for Founders 15:21 Fascination of AI 16:56 What is an AI Game? 18:48 Crypto Gaming Narrative 21:20 Can AI Lovers Solve Loneliness? 24:33 What’s a Good AI Lover? 26:44 Solving Mental Health with AI 29:14 Why does Crypto AI Matter? 30:59 Purpose of terminal of truths & $Goat Token 33:54 Why AI Agents Matter 39:34 How aixbt Leads Crypto 43:09 The Risk of Social Coins 45:06 Replacing Humans with AI Agents 49:36 Fair Launches Reflect Crypto Values 58:20 What is Virtuals Protocol ? 1:00:56 Main Goal of Virtuals 1:02:12 What is Luna 1:05:30 Luna: AI Agents Hiring Humans 1:11:09 How AI Agents Mirror Humans 1:12:48 AI Agents Running Businesses 1:16:36 Network State & Why it Matters 1:19:24 AI Networks Bigger Than Earth 1:21:58 Human Advantage Over AI Agents 1:23:29 Does Decentralization Matter? 1:28:22 Base or Solana 1:33:49 Support from Base 1:35:13 What are Sentient Agents? 1:37:25 The Future of AI Agents 1:38:16 Non-Consensus Beliefs 1:39:54 Prediction for the Next 12 Months 1:42:52 Where is Hyperliquid Going?

MR SHIFT 🦁

284,090 Aufrufe • vor 1 Jahr

E168: Bybit - The CEO Who Went on a Podcast 3 Days After a $1.5B Hack and Made it all Back in 8 Months Ben Zhou, the co-founder and CEO of Bybit, reveals how he led the company back from the biggest crypto theft in history - filling the $1.5 billion hole in just 8 months while still paying bonuses and dividends. In this episode, Ben shares the untold story of the recovery, Bybit's growth to 85 million users, and his vision to merge banks, brokers, and exchanges into crypto's next financial super-app. Timestamps: 0:00 Introduction 1:39 Please Subscribe 2:04 Why Ben Is Meeting With Prime Ministers 5:52 Partnerships: Jupiter KAST 6:32 The Most Fun Part About Building In Crypto 8:16 Why Ben Would Go On A Podcast 3 Days After Losing $1.5B 11:00 How Does ByBit Use AI To Run Their Business 16:22 When Did Ben Realize AI Was Game Changing For The Business 17:47 How Do You Measure A $150 Million F1 Sponsorship Deal 21:47 Why Did ByBit Sponsor The Stockholm Opens 23:07 Why Ben Is So Hands On With ByBit Decisions 25:33 Partnerships: Ethena Sumsub 26:35 The Most Surprising Thing Ben Learned From The ByBit Hack 28:06 How Do You Deal With An Outside Party When Big Issues Happen 30:20 Ben’s Message To Anyone Dealing With A Big Crisis 32:51 How Ben Managed The Negative Spotlight 36:51 How Big Is ByBit Today In Terms Of Key Numbers 37:38 How Do You Take ByBit To The Next Level 39:09 What’s The Endgame For ByBit 40:03 What Is Byreal 42:34 Does Ben See A World Where DEXes Takeover CEXes 43:13 What Is ByBit Doing With Ethena 45:06 Ben’s Thoughts About The Ethena Partnership 46:05 Ben’s Opinions On Hyperliquid As A Competitor 49:34 Partnerships: Trezor Bitwise Sui 50:30 What’s ByBit Doing To Prepare For An AI Driven World 53:56 The Evolution Of Crypto vs AI 56:57 What Makes Ben Happy 57:21 Does Ben Feel Happier Now That He’s Rich 58:30 One Thing Ben Is Holding Onto That He Should Let Go Of 59:04 What Ben Does With His Money 1:00:14 What Does The Voice In Ben's Head Tell Him 1:02:58 One Thing Ben’s Learned That You Can Takeaway Today 1:04:11 Who Is Ben Zhou 1:06:20 Closing Thoughts
1:07:49

E168: Bybit - The CEO Who Went on a Podcast 3 Days After a $1.5B Hack and Made it all Back in 8 Months Ben Zhou, the co-founder and CEO of Bybit, reveals how he led the company back from the biggest crypto theft in history - filling the $1.5 billion hole in just 8 months while still paying bonuses and dividends. In this episode, Ben shares the untold story of the recovery, Bybit's growth to 85 million users, and his vision to merge banks, brokers, and exchanges into crypto's next financial super-app. Timestamps: 0:00 Introduction 1:39 Please Subscribe 2:04 Why Ben Is Meeting With Prime Ministers 5:52 Partnerships: Jupiter KAST 6:32 The Most Fun Part About Building In Crypto 8:16 Why Ben Would Go On A Podcast 3 Days After Losing $1.5B 11:00 How Does ByBit Use AI To Run Their Business 16:22 When Did Ben Realize AI Was Game Changing For The Business 17:47 How Do You Measure A $150 Million F1 Sponsorship Deal 21:47 Why Did ByBit Sponsor The Stockholm Opens 23:07 Why Ben Is So Hands On With ByBit Decisions 25:33 Partnerships: Ethena Sumsub 26:35 The Most Surprising Thing Ben Learned From The ByBit Hack 28:06 How Do You Deal With An Outside Party When Big Issues Happen 30:20 Ben’s Message To Anyone Dealing With A Big Crisis 32:51 How Ben Managed The Negative Spotlight 36:51 How Big Is ByBit Today In Terms Of Key Numbers 37:38 How Do You Take ByBit To The Next Level 39:09 What’s The Endgame For ByBit 40:03 What Is Byreal 42:34 Does Ben See A World Where DEXes Takeover CEXes 43:13 What Is ByBit Doing With Ethena 45:06 Ben’s Thoughts About The Ethena Partnership 46:05 Ben’s Opinions On Hyperliquid As A Competitor 49:34 Partnerships: Trezor Bitwise Sui 50:30 What’s ByBit Doing To Prepare For An AI Driven World 53:56 The Evolution Of Crypto vs AI 56:57 What Makes Ben Happy 57:21 Does Ben Feel Happier Now That He’s Rich 58:30 One Thing Ben Is Holding Onto That He Should Let Go Of 59:04 What Ben Does With His Money 1:00:14 What Does The Voice In Ben's Head Tell Him 1:02:58 One Thing Ben’s Learned That You Can Takeaway Today 1:04:11 Who Is Ben Zhou 1:06:20 Closing Thoughts

MR SHIFT 🦁

131,461 Aufrufe • vor 2 Monaten

The alpha is not on Twitter, and most things in crypto will go to zero. Also, AI is gonna cook us. @countersignalpd episode 3 with my friend Addison, an acquired crypto founder & MIT student Timestamps: 0:00 Intro 0:38 Addison Origin Story 2:45 Founding Thunderhead at 16 13:45 Early to Hyperliquid in 2023 15:32 Why do high caliber people go to crypto... 17:01 Valantis Labs Acquisition of Thunderhead 22:08 Value creation in speculation as the world becomes more hopeless 26:29 How to not get cooked in the future 27:28 The alpha is NOT on Twitter, it's in... 30:23 Build generational wealth in the next 5-10 years or get cooked by AI 32:58 Media will become increasingly important 34:35 AI bubble vs crypto bubble 37:09 What isn't going to go to 0 in crypto? 45:45 Value creation outside of tech 48:28 Why not dropout of college?
52:47

The alpha is not on Twitter, and most things in crypto will go to zero. Also, AI is gonna cook us. @countersignalpd episode 3 with my friend Addison, an acquired crypto founder & MIT student Timestamps: 0:00 Intro 0:38 Addison Origin Story 2:45 Founding Thunderhead at 16 13:45 Early to Hyperliquid in 2023 15:32 Why do high caliber people go to crypto... 17:01 Valantis Labs Acquisition of Thunderhead 22:08 Value creation in speculation as the world becomes more hopeless 26:29 How to not get cooked in the future 27:28 The alpha is NOT on Twitter, it's in... 30:23 Build generational wealth in the next 5-10 years or get cooked by AI 32:58 Media will become increasingly important 34:35 AI bubble vs crypto bubble 37:09 What isn't going to go to 0 in crypto? 45:45 Value creation outside of tech 48:28 Why not dropout of college?

sracha

24,806 Aufrufe • vor 10 Monaten

🚨 New Proof of Vision out today folks! In this 34th PoV episode, our Director of Protocol Services, Kirk had on Andrew Hill, Co-Founder and CEO of Recall When it comes to your business, you’d never trust someone without a proven track record to make high-risk decisions So why should it be any different with AI agents? How do you know today which AI agents you should trust? AI agents are multiplying at unprecedented scale, with millions designed to shape the way we work, make decisions, and live our lives But how can we trust them? The challenge is trust: as dependence on these agents increases, so too does the exponential risk and cost of delegating to the wrong one This is the core challenge of reputation: the need for a transparent system that proves what AI agents can do, where they excel, and which will succeed That’s the reason why Recall exists Recall is the infrastructure protocol to discover, verify, and rank AI agents in real time, rewarding the best through on-chain competitions that begin with trading PnL and expand to any measurable task, from research to healthcare to business strategy In this episode, Andrew breaks down Recall’s mission, the problem it solves, how Agent Rank works, strategies to attract agents and users, the role of community, and the long-term vision plus much more Enjoy the Podcast 👇 ⏲ Timestamps: 00:00 - Intro 01:50 - Andrew’s journey into crypto and AI 05:00 - What problem is Recall solving? 10:00 - Agent Rank: how Recall actually ranks agents 16:03 - How Recall is attracting AI agents to compete? 19:10 - How big the community is today and the role it plays in giving builders real feedback 22:49 - How Recall ensures transparency and trust in its rankings 25:14 - Why users join Recall competitions 27:20 - Product-market fit and distribution 31:15 - What competitions could look like outside trading and what new use cases Recall is exploring 34:46 - What AI can’t replace 38:40 - The limits of AI in human interaction 40:37 - The long-term vision for Recall 40:40 - Is Recall built more for individual users, or is it more of a B2B service? 43:48 - Recall Business Model 44:42 - Closing thoughts and what’s next for Recall
46:16

🚨 New Proof of Vision out today folks! In this 34th PoV episode, our Director of Protocol Services, Kirk had on Andrew Hill, Co-Founder and CEO of Recall When it comes to your business, you’d never trust someone without a proven track record to make high-risk decisions So why should it be any different with AI agents? How do you know today which AI agents you should trust? AI agents are multiplying at unprecedented scale, with millions designed to shape the way we work, make decisions, and live our lives But how can we trust them? The challenge is trust: as dependence on these agents increases, so too does the exponential risk and cost of delegating to the wrong one This is the core challenge of reputation: the need for a transparent system that proves what AI agents can do, where they excel, and which will succeed That’s the reason why Recall exists Recall is the infrastructure protocol to discover, verify, and rank AI agents in real time, rewarding the best through on-chain competitions that begin with trading PnL and expand to any measurable task, from research to healthcare to business strategy In this episode, Andrew breaks down Recall’s mission, the problem it solves, how Agent Rank works, strategies to attract agents and users, the role of community, and the long-term vision plus much more Enjoy the Podcast 👇 ⏲ Timestamps: 00:00 - Intro 01:50 - Andrew’s journey into crypto and AI 05:00 - What problem is Recall solving? 10:00 - Agent Rank: how Recall actually ranks agents 16:03 - How Recall is attracting AI agents to compete? 19:10 - How big the community is today and the role it plays in giving builders real feedback 22:49 - How Recall ensures transparency and trust in its rankings 25:14 - Why users join Recall competitions 27:20 - Product-market fit and distribution 31:15 - What competitions could look like outside trading and what new use cases Recall is exploring 34:46 - What AI can’t replace 38:40 - The limits of AI in human interaction 40:37 - The long-term vision for Recall 40:40 - Is Recall built more for individual users, or is it more of a B2B service? 43:48 - Recall Business Model 44:42 - Closing thoughts and what’s next for Recall

Alea Research

19,677 Aufrufe • vor 9 Monaten

DROPS E17: Hugo Philion Founder of Flare ☀️: Bridging data and smart contracts across multiple blockchains. We dive deep into how Hugo is rethinking the very fabric of decentralized finance - from building a data layer that connects every major blockchain, to unlocking the untapped potential of XRP and Bitcoin, to his bold takes on fiat collapse, wealth inequality, and why true decentralization still matters more than ever. We talk about: - Building Flare as the "London of crypto" - a hub connecting XRP, Bitcoin, Dogecoin & more - Why XRP is massively underserved and misunderstood - Crypto as a tool to defend middle-class wealth against fiat decay - His prediction for Bitcoin hitting $500K–$1M long term - The future of decentralized, non-custodial yield on XRP And much more! Timestamps 0:00 - Introduction 1:37 - Welcome To Drops 2:15 - Wealth Tax In Singapore 4:44 - What Kevin Does Outside Podcasting 6:37 - How Are You Doing 9:05 - Thoughts On The UK 10:55 - Politicians In Democracies Thoughts 13:33 - How The UK Got Here 15:20 - Who Are You 16:04 - Something To Make Us Trust You 18:10 - Crypto & Blockchain A Big Deal 20:36 - Motivation To Erode Middle Class Wealth 23:55 - Using Crypto To Preserve Wealth 25:19 - Bitcoin Reaching $1 Million 26:15 - Housing And Real Estate Comparison 29:17 - What Is Flare Network 32:00 - Analogy To Explain Flare Network 34:38 - Why Focus On XRP 36:23 - Answer To XRP Being Questionable 39:08 - Biggest Strengths In XRP Ecosystem 42:19 - The Next Ecosystem To Work With 43:49 - XRP Staking Explained 47:15 - One Thing To Remember
41:42

DROPS E17: Hugo Philion Founder of Flare ☀️: Bridging data and smart contracts across multiple blockchains. We dive deep into how Hugo is rethinking the very fabric of decentralized finance - from building a data layer that connects every major blockchain, to unlocking the untapped potential of XRP and Bitcoin, to his bold takes on fiat collapse, wealth inequality, and why true decentralization still matters more than ever. We talk about: - Building Flare as the "London of crypto" - a hub connecting XRP, Bitcoin, Dogecoin & more - Why XRP is massively underserved and misunderstood - Crypto as a tool to defend middle-class wealth against fiat decay - His prediction for Bitcoin hitting $500K–$1M long term - The future of decentralized, non-custodial yield on XRP And much more! Timestamps 0:00 - Introduction 1:37 - Welcome To Drops 2:15 - Wealth Tax In Singapore 4:44 - What Kevin Does Outside Podcasting 6:37 - How Are You Doing 9:05 - Thoughts On The UK 10:55 - Politicians In Democracies Thoughts 13:33 - How The UK Got Here 15:20 - Who Are You 16:04 - Something To Make Us Trust You 18:10 - Crypto & Blockchain A Big Deal 20:36 - Motivation To Erode Middle Class Wealth 23:55 - Using Crypto To Preserve Wealth 25:19 - Bitcoin Reaching $1 Million 26:15 - Housing And Real Estate Comparison 29:17 - What Is Flare Network 32:00 - Analogy To Explain Flare Network 34:38 - Why Focus On XRP 36:23 - Answer To XRP Being Questionable 39:08 - Biggest Strengths In XRP Ecosystem 42:19 - The Next Ecosystem To Work With 43:49 - XRP Staking Explained 47:15 - One Thing To Remember

MR SHIFT 🦁

65,763 Aufrufe • vor 9 Monaten