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"Hyperliquid should be valued as a global super-app. Its addressable universe is not the $3 trillion crypto market, but the $600 trillion market for global assets." Give a listen to the latest Weekly CIO Memo from Matt Hougan:

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Bitwise

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28,252 次观看 • 2 个月前 •via X (Twitter)

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"Most people think Hyperliquid is a crypto app targeting the $3 trillion crypto market. It’s a super app targeting the $600 trillion global asset market."
0:20

"Most people think Hyperliquid is a crypto app targeting the $3 trillion crypto market. It’s a super app targeting the $600 trillion global asset market."

Bitwise

41,649 次观看 • 2 个月前

The next bull market is typically only obvious in retrospect. This time, however, @matt_Hougan thinks the answer is right before our eyes: The next crypto bull market will be about the convergence of onchain and traditional finance. More in the latest Weekly CIO Memo
8:37

The next bull market is typically only obvious in retrospect. This time, however, @matt_Hougan thinks the answer is right before our eyes: The next crypto bull market will be about the convergence of onchain and traditional finance. More in the latest Weekly CIO Memo

Bitwise

14,903 次观看 • 28 天前

Matt Hougan: "If you take out $BTC and you take out stablecoins, what is the market cap of what we're trying to reinvent finance with?" "It is less than a trillion dollars." ETH is ~$200B, but from there it falls off a cliff. The entire DeFi ecosystem trying to recreate global finance has the market cap of half of Micron. "A relatively small industry going after an enormous addressable market. That's why it's interesting and why it's a contrarian investment." FT Matt Hougan LG DOUCET.
2:24

Matt Hougan: "If you take out $BTC and you take out stablecoins, what is the market cap of what we're trying to reinvent finance with?" "It is less than a trillion dollars." ETH is ~$200B, but from there it falls off a cliff. The entire DeFi ecosystem trying to recreate global finance has the market cap of half of Micron. "A relatively small industry going after an enormous addressable market. That's why it's interesting and why it's a contrarian investment." FT Matt Hougan LG DOUCET.

Milk Road

56,893 次观看 • 2 个月前

Bitwise CIO: Hyperliquid Is Changing How DeFi Tokens Are Valued Bitwise CIO Matt Hougan Matt Hougan said in a July 30 interview with Cointelegraph that DeFi tokens are undergoing an important shift: project revenue is beginning to flow back to token holders. He cited Hyperliquid, which uses 99% of its platform revenue to buy back its token, noting that the market is rewarding this model. Meanwhile, Uniswap is increasing value capture for UNI, Aave has eliminated the separation between equity and its token, and Morpho and Chainlink are also improving their tokenomics. Hougan believes the market has yet to fully reprice these changes, leaving some assets at relatively low valuations.
2:41

Bitwise CIO: Hyperliquid Is Changing How DeFi Tokens Are Valued Bitwise CIO Matt Hougan Matt Hougan said in a July 30 interview with Cointelegraph that DeFi tokens are undergoing an important shift: project revenue is beginning to flow back to token holders. He cited Hyperliquid, which uses 99% of its platform revenue to buy back its token, noting that the market is rewarding this model. Meanwhile, Uniswap is increasing value capture for UNI, Aave has eliminated the separation between equity and its token, and Morpho and Chainlink are also improving their tokenomics. Hougan believes the market has yet to fully reprice these changes, leaving some assets at relatively low valuations.

Wu Blockchain

17,937 次观看 • 11 天前

2008: ◉ Lehman Brothers was $600 billion ◉ The CDO market was $400 billion 2022: ◉ The crypto market is $2.5 trillion with most of it built on a 10:1 leverage ratio ◉ The CLO market is $1.2 trillion in a $12 trillion structured credit fixed-income market See any problems?
1:21

2008: ◉ Lehman Brothers was $600 billion ◉ The CDO market was $400 billion 2022: ◉ The crypto market is $2.5 trillion with most of it built on a 10:1 leverage ratio ◉ The CLO market is $1.2 trillion in a $12 trillion structured credit fixed-income market See any problems?

Financelot

1,169,249 次观看 • 3 年前

"People made a fundamental miscalculation about the market DeFi is going after. If you think DeFi is servicing the crypto market that is a $2 trillion market. But DeFi is going to service crypto equities and bonds. That is a $300 trillion market. A 150x error" Matt Hougan on why DeFi is being rerated and why the phase shift happening in these assets is just getting started "You are now lending tokenized stocks on Morpho. That was not something we were talking about a year ago. It was a fantasy" "Rerate the market up 150x and rerate value capture from zero to something. That is why you are getting a phase shift in these assets" "People are realizing they need to adjust to the crypto takes the entire capital market phase. In which case DeFi is probably a lot bigger than it looks today"
1:33

"People made a fundamental miscalculation about the market DeFi is going after. If you think DeFi is servicing the crypto market that is a $2 trillion market. But DeFi is going to service crypto equities and bonds. That is a $300 trillion market. A 150x error" Matt Hougan on why DeFi is being rerated and why the phase shift happening in these assets is just getting started "You are now lending tokenized stocks on Morpho. That was not something we were talking about a year ago. It was a fantasy" "Rerate the market up 150x and rerate value capture from zero to something. That is why you are getting a phase shift in these assets" "People are realizing they need to adjust to the crypto takes the entire capital market phase. In which case DeFi is probably a lot bigger than it looks today"

The Wolf Of All Streets

36,903 次观看 • 1 个月前

Bullish CEO Tom Farley says the crypto sector will see parabolic growth from the tokenization of the global securities industry. "The crypto market cap is a couple trillion. Last time I checked, the global securities market is $270T." "Money market funds and US equities have already moved onto blockchain rails. All the industry bigwigs, from the NYSE, to DTCC, or many of the electronic brokers, they're all tokenizing stocks."
1:11

Bullish CEO Tom Farley says the crypto sector will see parabolic growth from the tokenization of the global securities industry. "The crypto market cap is a couple trillion. Last time I checked, the global securities market is $270T." "Money market funds and US equities have already moved onto blockchain rails. All the industry bigwigs, from the NYSE, to DTCC, or many of the electronic brokers, they're all tokenizing stocks."

TBPN

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There are 400 trillion dollars in global assets. Moving even 1% of that onchain exceeds the entire crypto market cap today. Trillions will flow into RWAs.
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There are 400 trillion dollars in global assets. Moving even 1% of that onchain exceeds the entire crypto market cap today. Trillions will flow into RWAs.

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Charles Hoskinson on $10T RWA tokenization 🔥 "$10 trillion in real-world assets could be tokenized… once the US sorts it out, we'll see a unified global securities market leading crypto growth." Charles Hoskinson on CoinDesk livestream at the KBW 2025 🎙️
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Charles Hoskinson on $10T RWA tokenization 🔥 "$10 trillion in real-world assets could be tokenized… once the US sorts it out, we'll see a unified global securities market leading crypto growth." Charles Hoskinson on CoinDesk livestream at the KBW 2025 🎙️

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0:42

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Yesterday, S&P Global assigned a credit rating to $MSTR. This is the start of bridging the $300+ trillion fixed income market into bitcoin.
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Yesterday, S&P Global assigned a credit rating to $MSTR. This is the start of bridging the $300+ trillion fixed income market into bitcoin.

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3:53

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