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i think Elysium could be an interesting development for the Hyperliquid ecosystem HyperCore has already attracted significant trading activity, but HyperEVM hasn't seen the same level of adoption from applications Kinetiq is building Elysium as a faster L2 to support more onchain activity, and i'm particularly interested in how... show more

Ansem 🐂🀄️

1,441,966 subscribers

128,451 Aufrufe • vor 2 Tagen •via X (Twitter)

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18 Kommentare

Profilbild von dawn

dawnvor 2 Tagen

@Enter_Elysium The space needs more builders that are contributing in a meaningful way. Elysium is taking all the right steps so far, November 9 will be exciting.

Profilbild von Solanaboy

Solanaboyvor 2 Tagen

@Enter_Elysium buybacks and burns. heard that one before

Profilbild von Paskahlis D Y B

Paskahlis D Y Bvor 2 Tagen

@Enter_Elysium If you're looking for hidden gems on Elysium, I'd say take a closer look at $AGORA and $HELIOS. Don't just watch the ecosystem grow, pay attention to the projects building within it. 👀

Profilbild von Omnia π

Omnia πvor 2 Tagen

@Enter_Elysium lmk if any questions

Profilbild von Ansem 🐂🀄️

Ansem 🐂🀄️vor 2 Tagen

@Enter_Elysium whats the full elysium ecosystem stack? when is stuff dropping?

Profilbild von Herbal Tea

Herbal Teavor 2 Tagen

@Enter_Elysium $e/acc

Profilbild von Mac

Macvor 2 Tagen

@Enter_Elysium Grifting Ecosystem *

Profilbild von Baby Alex🫎

Baby Alex🫎vor 2 Tagen

@Enter_Elysium ayoooo @CryptoTomYT , you seeing this? e/acc

Profilbild von Steve.eth

Steve.ethvor 2 Tagen

@Enter_Elysium What memes we buying

Profilbild von smalldas

smalldasvor 2 Tagen

@Enter_Elysium gn Ansem... what’s the bridge between core and evm apps? just speed?

Profilbild von mailmen

mailmenvor 2 Tagen

@Enter_Elysium I think diamond handing is interesting too

Profilbild von zxczxc asd

zxczxc asdvor 2 Tagen

@Enter_Elysium HyperEVM activity is the piece I'd watch next.

Profilbild von CC🐷

CC🐷vor 2 Tagen

@Enter_Elysium e/acc

Profilbild von COME IN THE JUKE BOX

COME IN THE JUKE BOXvor 2 Tagen

@Enter_Elysium IT'S CLEAR THAT THIS GUY HAS ALREADY FUCKED OFF HIS OWN COMMUNITY WITH HIS OWN COIN. $ANSEM $DİCKSEM

Profilbild von V

Vvor 2 Tagen

@Enter_Elysium LEEROY JENKINS

Profilbild von zkoracle🩸

zkoracle🩸vor 2 Tagen

@Enter_Elysium What's the runner

Profilbild von Massouss

Massoussvor 2 Tagen

@Enter_Elysium e/acc elysium will thrive

Profilbild von RetroLayer

RetroLayervor 2 Tagen

@Enter_Elysium hypercore holds 56% of all perp dex OI per defillama, so the gap is real what can an l2 give apps that hyperevm can't fix itself?

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i like the direction Kinetiq is taking with Elysium the buyback and burn mechanism is interesting, especially with a portion of protocol revenue going toward reducing token supply what i'm paying more attention to is their plan to get applications across the ecosystem to direct value back to KNTQ as well i think that's an important differentiator for L2s, where a lot of networks struggle to create meaningful value for their native tokens Hyperliquid already has significant mindshare, and Kinetiq has an opportunity to build around that existing attention

i like the direction Kinetiq is taking with Elysium the buyback and burn mechanism is interesting, especially with a portion of protocol revenue going toward reducing token supply what i'm paying more attention to is their plan to get applications across the ecosystem to direct value back to KNTQ as well i think that's an important differentiator for L2s, where a lot of networks struggle to create meaningful value for their native tokens Hyperliquid already has significant mindshare, and Kinetiq has an opportunity to build around that existing attention

Ansem 🐂🀄️

123,622 Aufrufe • vor 1 Tag

i think some of the biggest opportunities around Hyperliquid over the next few years could come from the applications built on top of it equity perps are particularly interesting to me. Hyperliquid is heavily focused on infrastructure, which leaves room for teams to build better mobile trading experiences and gamified front ends i'm also watching Kinetiq and its upcoming Elysium L2 HyperEVM has struggled to attract significant activity, and a faster execution environment could create new opportunities for developers and applications across the ecosystem i expect the next phase of competition around Hyperliquid to be increasingly focused on the user experience

i think some of the biggest opportunities around Hyperliquid over the next few years could come from the applications built on top of it equity perps are particularly interesting to me. Hyperliquid is heavily focused on infrastructure, which leaves room for teams to build better mobile trading experiences and gamified front ends i'm also watching Kinetiq and its upcoming Elysium L2 HyperEVM has struggled to attract significant activity, and a faster execution environment could create new opportunities for developers and applications across the ecosystem i expect the next phase of competition around Hyperliquid to be increasingly focused on the user experience

Ansem 🐂🀄️

116,943 Aufrufe • vor 10 Tagen

The Elysium trenches are opening 🍌 Banana Gun will support Elysium from DAY ONE. Trade new launches and explore the fast lane for Hyperliquid. 40% of net trading revenue will fuel $KNTQ buybacks and burns. 🔥 Be early with Banana Gun. November 9th, 2026.

The Elysium trenches are opening 🍌 Banana Gun will support Elysium from DAY ONE. Trade new launches and explore the fast lane for Hyperliquid. 40% of net trading revenue will fuel $KNTQ buybacks and burns. 🔥 Be early with Banana Gun. November 9th, 2026.

Banana Gun 🍌🔫

93,759 Aufrufe • vor 6 Tagen

i view ETH and SOL more as monetary assets tied to the growth of their ecosystems than traditional businesses valued on revenue that makes them harder for TradFi investors to evaluate, especially when there's no clear way to measure how much value the underlying token captures what i find interesting is that successful onchain applications may have a clearer path to building monetary value around their tokens as more crypto businesses generate real revenue, i think the distinction between L1 valuations and application tokens becomes increasingly important

i view ETH and SOL more as monetary assets tied to the growth of their ecosystems than traditional businesses valued on revenue that makes them harder for TradFi investors to evaluate, especially when there's no clear way to measure how much value the underlying token captures what i find interesting is that successful onchain applications may have a clearer path to building monetary value around their tokens as more crypto businesses generate real revenue, i think the distinction between L1 valuations and application tokens becomes increasingly important

Ansem 🐂🀄️

96,320 Aufrufe • vor 12 Tagen

i see crypto becoming a much bigger part of how value moves around the world stablecoins have already shown how much easier it can be to move money globally, and i think tokenization could eventually do something similar for businesses Hyperliquid is an interesting example of how companies can use tokens to align users, teams and the economics of their products over time, i wouldn't be surprised to see more private companies explore tokenization as an alternative way to access capital markets rather than following the traditional IPO route

i see crypto becoming a much bigger part of how value moves around the world stablecoins have already shown how much easier it can be to move money globally, and i think tokenization could eventually do something similar for businesses Hyperliquid is an interesting example of how companies can use tokens to align users, teams and the economics of their products over time, i wouldn't be surprised to see more private companies explore tokenization as an alternative way to access capital markets rather than following the traditional IPO route

Ansem 🐂🀄️

106,044 Aufrufe • vor 17 Tagen

🚨 Elysium Testnet Is LIVE — Airdrop Opportunity 👀 Elysium, built by Kinetiq for the Hyperliquid ecosystem, is now live on testnet. It’s a high-performance Layer 2 designed for general-purpose DeFi and on-chain trading, with HYPE as the native gas token. The testnet includes a bridge, faucet, explorer and builder tools. 🎁 Airdrop Confirmed You can participate in the testnet now. The more genuine on-chain activity you complete, the more activity history you build for potential future rewards. No official allocation formula has been published yet. 🔥 Join Guide 👇 🔗 Go To - Connect your EVM Wallet Click Faucet Claim HYPE Testnet Tokens Click Bridge Bridge HYPE → Elysium Start swapping and interacting on the testnet 👉 Do more swaps + transactions + testnet activity as new features become available. More activities are expected to come, and I’ll share the new tasks/guides as they go live. 👀 Don’t miss the early testnet phase. 🫡 📢This Post is not a paid promotion aur sponsored

🚨 Elysium Testnet Is LIVE — Airdrop Opportunity 👀 Elysium, built by Kinetiq for the Hyperliquid ecosystem, is now live on testnet. It’s a high-performance Layer 2 designed for general-purpose DeFi and on-chain trading, with HYPE as the native gas token. The testnet includes a bridge, faucet, explorer and builder tools. 🎁 Airdrop Confirmed You can participate in the testnet now. The more genuine on-chain activity you complete, the more activity history you build for potential future rewards. No official allocation formula has been published yet. 🔥 Join Guide 👇 🔗 Go To - Connect your EVM Wallet Click Faucet Claim HYPE Testnet Tokens Click Bridge Bridge HYPE → Elysium Start swapping and interacting on the testnet 👉 Do more swaps + transactions + testnet activity as new features become available. More activities are expected to come, and I’ll share the new tasks/guides as they go live. 👀 Don’t miss the early testnet phase. 🫡 📢This Post is not a paid promotion aur sponsored

Airdrop Hunt with Lakhan 🪂

11,779 Aufrufe • vor 1 Monat

koolkrypto explains his $KNTQ bull thesis “The HyperEVM, with its big blocks/small blocks infrastructure is just slow and the team doesn’t pay that much attention to it. This is why it will take Hyperliquid a long time to do onchain options. They are a small team of 12 people, probably the best team in the world but they don’t have the bandwidth to go build something else right now” “Kinetiq is stepping in to build a more performant L2. It will probably be the first time an L2 is actually going to be useful to the main chain. It will burn hype as gas and it will burn a bunch of $KNTQ with it” “Also their founder, Omni, is probably one of the best founders in the space. Just because he really understands vibes and users. If you want someone to go build you a perp dex, you want Jeff, if you want someone to build you a community, you want Omni”

koolkrypto explains his $KNTQ bull thesis “The HyperEVM, with its big blocks/small blocks infrastructure is just slow and the team doesn’t pay that much attention to it. This is why it will take Hyperliquid a long time to do onchain options. They are a small team of 12 people, probably the best team in the world but they don’t have the bandwidth to go build something else right now” “Kinetiq is stepping in to build a more performant L2. It will probably be the first time an L2 is actually going to be useful to the main chain. It will burn hype as gas and it will burn a bunch of $KNTQ with it” “Also their founder, Omni, is probably one of the best founders in the space. Just because he really understands vibes and users. If you want someone to go build you a perp dex, you want Jeff, if you want someone to build you a community, you want Omni”

Levi

34,320 Aufrufe • vor 1 Monat

i'm interested in how Pump.fun is positioning itself as more trading activity moves onchain they've expanded from a token launchpad into PumpSwap and a mobile trading app, giving them exposure to both token creation and social trading if those markets continue growing, there's room for the platform to capture more activity across its products user retention and execution will be important as competition increases

i'm interested in how Pump.fun is positioning itself as more trading activity moves onchain they've expanded from a token launchpad into PumpSwap and a mobile trading app, giving them exposure to both token creation and social trading if those markets continue growing, there's room for the platform to capture more activity across its products user retention and execution will be important as competition increases

Ansem 🐂🀄️

116,880 Aufrufe • vor 27 Tagen

🍌 mode on Elysium. Banana Gun 🍌🔫 has committed to 40% of net trading revenue fueling $KNTQ buybacks & burns. e/acc

🍌 mode on Elysium. Banana Gun 🍌🔫 has committed to 40% of net trading revenue fueling $KNTQ buybacks & burns. e/acc

Kinetiq

1,185,233 Aufrufe • vor 6 Tagen

Ansem says $VVV is one of the sleeper consumer app play in crypto "VVV is a sleeper consumer app play onchain. I think VVV is one of the sleeper plays in crypto" "They have like 4 million users right now. I think they just hit like $100 million annualized revenue" "VVV is one of the applications that has found breakout success and consumer success, which is extremely hard to do with customers that aren't even really crypto-native" "I think the narrative for them as uncensored AI is just great generally going forward" "For the same reason that Bitcoin made a ton of sense, like uncensored money, you should have uncensored access to AI, especially if AI is going to continue to get a lot more impressive over the years" "It's a great trade. It was a really strong leader this year. It went from $1 to $20" "Their numbers are fucking through the roof. They're crushing it" "I think it's rare that a crypto app is crushing it outside of crypto and also has a token attached to it. And the team is focused on delivering value to the token as well" "I like Venice a lot. There's not really much that they're competing with in the AI space right now in crypto"

Ansem says $VVV is one of the sleeper consumer app play in crypto "VVV is a sleeper consumer app play onchain. I think VVV is one of the sleeper plays in crypto" "They have like 4 million users right now. I think they just hit like $100 million annualized revenue" "VVV is one of the applications that has found breakout success and consumer success, which is extremely hard to do with customers that aren't even really crypto-native" "I think the narrative for them as uncensored AI is just great generally going forward" "For the same reason that Bitcoin made a ton of sense, like uncensored money, you should have uncensored access to AI, especially if AI is going to continue to get a lot more impressive over the years" "It's a great trade. It was a really strong leader this year. It went from $1 to $20" "Their numbers are fucking through the roof. They're crushing it" "I think it's rare that a crypto app is crushing it outside of crypto and also has a token attached to it. And the team is focused on delivering value to the token as well" "I like Venice a lot. There's not really much that they're competing with in the AI space right now in crypto"

Shadooow

17,144 Aufrufe • vor 2 Monaten

NFTs could create a deeper ownership layer for users who actually want exposure to a protocol’s revenue “I don't think it replaces buybacks. I think they both can exist at the same time” “NFTs could be another way that you can share in a business revenue” “There's kind of different kinds of users of all these platforms” Ansem 🐂🀄️ separates users into different levels of alignment. Some simply use the product. Some hold the token. A smaller group may want direct exposure to the underlying business economics through revenue-linked NFTs. Buybacks reward the token. NFTs could represent a deeper layer of ownership.

NFTs could create a deeper ownership layer for users who actually want exposure to a protocol’s revenue “I don't think it replaces buybacks. I think they both can exist at the same time” “NFTs could be another way that you can share in a business revenue” “There's kind of different kinds of users of all these platforms” Ansem 🐂🀄️ separates users into different levels of alignment. Some simply use the product. Some hold the token. A smaller group may want direct exposure to the underlying business economics through revenue-linked NFTs. Buybacks reward the token. NFTs could represent a deeper layer of ownership.

Kaiz 🐂🀄️

16,573 Aufrufe • vor 1 Monat

Krishna on how Anthropic thinks about the platform vs. application layer, and when they decide to build their own products like Claude Code. It’s the question every investor and founder is thinking about: “Most of what we're building is platform. There's so many examples of where a platform can accrue a lot of value, but the customers who are building on that platform actually accrue even more value. We will build our own applications on that same platform where a couple of things are true. Number one, if we feel like we have a vision into where the models are going and we can demonstrate that and create customer value in that, that might be something like Claude Code. The second is thinking about ways to demonstrate value for the ecosystem that others might emulate. If you think about Claude for financial services or Claude for life sciences, these are ways in which we've composed the platform. We're building on the same platform as our customers. That creates a level playing field. We also think that there's so much value that's going to accrue in these areas that our customers can win and we can win as well. So I think of our strategy as mostly horizontal. A lot of the value is going to accrue to the customers that are building on top of it. Our goal is build the best models and then build the products and tools and services that allow that intelligence to proliferate within customers."

Krishna on how Anthropic thinks about the platform vs. application layer, and when they decide to build their own products like Claude Code. It’s the question every investor and founder is thinking about: “Most of what we're building is platform. There's so many examples of where a platform can accrue a lot of value, but the customers who are building on that platform actually accrue even more value. We will build our own applications on that same platform where a couple of things are true. Number one, if we feel like we have a vision into where the models are going and we can demonstrate that and create customer value in that, that might be something like Claude Code. The second is thinking about ways to demonstrate value for the ecosystem that others might emulate. If you think about Claude for financial services or Claude for life sciences, these are ways in which we've composed the platform. We're building on the same platform as our customers. That creates a level playing field. We also think that there's so much value that's going to accrue in these areas that our customers can win and we can win as well. So I think of our strategy as mostly horizontal. A lot of the value is going to accrue to the customers that are building on top of it. Our goal is build the best models and then build the products and tools and services that allow that intelligence to proliferate within customers."

Patrick OShaughnessy

113,826 Aufrufe • vor 5 Monaten

the tradexyz partnership with Intercontinental Exchange, the parent company of the NYSE, is a pretty big development for Hyperliquid i've been in crypto for almost nine years, and US traders have historically had very limited access to perpetual futures now we're seeing traditional financial institutions taking a much greater interest in bringing these products to US markets i think this could be a major step toward making perps a mainstream financial product, with Hyperliquid potentially playing an important role in the infrastructure behind it there's also a significant opportunity for stablecoins as more trading activity and liquidity move onchain

the tradexyz partnership with Intercontinental Exchange, the parent company of the NYSE, is a pretty big development for Hyperliquid i've been in crypto for almost nine years, and US traders have historically had very limited access to perpetual futures now we're seeing traditional financial institutions taking a much greater interest in bringing these products to US markets i think this could be a major step toward making perps a mainstream financial product, with Hyperliquid potentially playing an important role in the infrastructure behind it there's also a significant opportunity for stablecoins as more trading activity and liquidity move onchain

Ansem 🐂🀄️

80,410 Aufrufe • vor 9 Tagen

A deep dive into $SEXY and why I believe this is one of the most undervalued gamefi projects in the ecosystem: A simple beginning of a frictionless gaming experience fitting itself into a mobile game market which produced $123B in revenue in 2023 and an expected groth into $190B into 2030. The current game features a simple UI with strong incentives such a $1M prize pool in tokens lasting from June to September for early users pre-layer 3 buildout. Though simple in design, the transaction volume is telling with 300k user txns within 3 days of opening. The game is very much similar to the old micro transaction mini games such as clash of clans. Daily activities to keep users engaged and retained especially given the incentivization program. My thesis around this is the growth reward potential. Currently as the game sits in a more private beta (only users with codes can participate), we are at the simple version of the ecosystem. As expansion happens and there is more use items, more mini-games, more access, and more use for $SEXY, the value will grow. I imagine the R/R of investing in a game like clash of clans early on, imagine being able to invest in the value of gems in the early days and the value of these changed with user demand. Clash of clans did $360m in revenue in 2023. This model would recreate that volume all flowing into the token (which would be similar to gems). Thus, the thesis is simple: $SEXY ecosystem grows, more usage for active players to use the token within the mini games, more addictive tendencies lead to users wanting to gain more loot, more referrals to beat their friends in the ecosystem all leads to a flywheel of growth; especially, as users are token holders and their dominant strategy is to play the game for incentives and to invite their friends to grow the token value and ecosystem. Personally, I will be staking my $SEXY, collecting loot (imagine the loot can be tradable like early Runescape party hats), building my ranking for the incentives, and encouraging the ecosystem growth as a user in the flywheel. Thus, I believe as time passes, the value of the token continually increases under the assumption the ecosystem is growing with it. Speculation transitions from I think future buyers will find this token a good investment into I think players will buy this token to play the games within the ecosystem. Disclaimer: I am an early investor in ETHXY and so is WWVentures. All thesis generation may be biased.

A deep dive into $SEXY and why I believe this is one of the most undervalued gamefi projects in the ecosystem: A simple beginning of a frictionless gaming experience fitting itself into a mobile game market which produced $123B in revenue in 2023 and an expected groth into $190B into 2030. The current game features a simple UI with strong incentives such a $1M prize pool in tokens lasting from June to September for early users pre-layer 3 buildout. Though simple in design, the transaction volume is telling with 300k user txns within 3 days of opening. The game is very much similar to the old micro transaction mini games such as clash of clans. Daily activities to keep users engaged and retained especially given the incentivization program. My thesis around this is the growth reward potential. Currently as the game sits in a more private beta (only users with codes can participate), we are at the simple version of the ecosystem. As expansion happens and there is more use items, more mini-games, more access, and more use for $SEXY, the value will grow. I imagine the R/R of investing in a game like clash of clans early on, imagine being able to invest in the value of gems in the early days and the value of these changed with user demand. Clash of clans did $360m in revenue in 2023. This model would recreate that volume all flowing into the token (which would be similar to gems). Thus, the thesis is simple: $SEXY ecosystem grows, more usage for active players to use the token within the mini games, more addictive tendencies lead to users wanting to gain more loot, more referrals to beat their friends in the ecosystem all leads to a flywheel of growth; especially, as users are token holders and their dominant strategy is to play the game for incentives and to invite their friends to grow the token value and ecosystem. Personally, I will be staking my $SEXY, collecting loot (imagine the loot can be tradable like early Runescape party hats), building my ranking for the incentives, and encouraging the ecosystem growth as a user in the flywheel. Thus, I believe as time passes, the value of the token continually increases under the assumption the ecosystem is growing with it. Speculation transitions from I think future buyers will find this token a good investment into I think players will buy this token to play the games within the ecosystem. Disclaimer: I am an early investor in ETHXY and so is WWVentures. All thesis generation may be biased.

Crypto Max

23,609 Aufrufe • vor 2 Jahren

. Omnia π lays out how the Kinetiq token captures value with no equity layer at all "The token gains, $KNTQ accrues all of the value at the token, and there's no equity layer that accrues any value" "The tokens are purchased on the open market and they're distributed to stakers. 30% of the circulating supply of $KNTQ is currently staked today" "They purchase the staking revenue of the protocol, as well as the exchange revenues, front end revenues, and validator commissions. This is unprecedented for liquid staking"

. Omnia π lays out how the Kinetiq token captures value with no equity layer at all "The token gains, $KNTQ accrues all of the value at the token, and there's no equity layer that accrues any value" "The tokens are purchased on the open market and they're distributed to stakers. 30% of the circulating supply of $KNTQ is currently staked today" "They purchase the staking revenue of the protocol, as well as the exchange revenues, front end revenues, and validator commissions. This is unprecedented for liquid staking"

MR SHIFT 🦁

15,284 Aufrufe • vor 2 Monaten

the original Solana thesis of having everything happen on a single blockchain still makes a lot of sense to me looking back at the past five years, every major cycle has pushed the ecosystem forward in different ways DeFi exposed the need for faster and cheaper transactions, NFTs brought new users and applications, and memecoins tested how the network handles massive amounts of trading activity a lot of these trends were driven by speculation, but they also helped prove what the infrastructure could support i think we're getting closer to the vision that originally made Solana interesting back in 2020

the original Solana thesis of having everything happen on a single blockchain still makes a lot of sense to me looking back at the past five years, every major cycle has pushed the ecosystem forward in different ways DeFi exposed the need for faster and cheaper transactions, NFTs brought new users and applications, and memecoins tested how the network handles massive amounts of trading activity a lot of these trends were driven by speculation, but they also helped prove what the infrastructure could support i think we're getting closer to the vision that originally made Solana interesting back in 2020

Ansem 🐂🀄️

66,058 Aufrufe • vor 3 Tagen

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

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

Kevin Follonier - MR SHIFT 🦁

134,466 Aufrufe • vor 2 Monaten

John: "I think some people do need to have their multiple Claude Max accounts banned. They're not building anything useful. They're wasting tokens... I'm with Claude on this." John jokes about Claude banning users from having multiple Max accounts, but points out that AI has flat-out failed to deliver on some of the things it should have by now: "I think we're still early in the broad distribution of people building custom software and experimenting with things. But at the same time, we've had great writing models for a long time. Anyone could write a better ending to Game of Thrones, and send it to you as a text file right now, with the current models. And I haven't [seen that]."

John: "I think some people do need to have their multiple Claude Max accounts banned. They're not building anything useful. They're wasting tokens... I'm with Claude on this." John jokes about Claude banning users from having multiple Max accounts, but points out that AI has flat-out failed to deliver on some of the things it should have by now: "I think we're still early in the broad distribution of people building custom software and experimenting with things. But at the same time, we've had great writing models for a long time. Anyone could write a better ending to Game of Thrones, and send it to you as a text file right now, with the current models. And I haven't [seen that]."

TBPN

45,521 Aufrufe • vor 8 Monaten

Write a whitepaper, launch a token, do some marketing: that era is largely dead. Sunrise CEO Saeed Badreg says most onchain trading volume in the next 5 to 10 years won't come from crypto-native tokens "It's infrastructure for financial technology. If you want it to grow, you're not going to be trading 10,000 new tokens. People want to buy real things, real companies, companies that are generating value." "Some of them will be crypto companies. 100% that's going to happen. But not all of them will, and not the majority. I don't predict in the next five or 10 years the majority of trading volume onchain is crypto-native tokens. That doesn't make sense to me." "This is a picker's market. You have to pick the companies that you actually think are going to be here and actually have real sustainable businesses." "The previous world of just a whitepaper and release a token and do some marketing around it, I think that's largely dead. People are more sophisticated now and they want to trade real stuff." "Whether it's crypto, whether it's real estate, whether it's equities, whether it's commodities, whatever they're trading, they want it to be real."

Write a whitepaper, launch a token, do some marketing: that era is largely dead. Sunrise CEO Saeed Badreg says most onchain trading volume in the next 5 to 10 years won't come from crypto-native tokens "It's infrastructure for financial technology. If you want it to grow, you're not going to be trading 10,000 new tokens. People want to buy real things, real companies, companies that are generating value." "Some of them will be crypto companies. 100% that's going to happen. But not all of them will, and not the majority. I don't predict in the next five or 10 years the majority of trading volume onchain is crypto-native tokens. That doesn't make sense to me." "This is a picker's market. You have to pick the companies that you actually think are going to be here and actually have real sustainable businesses." "The previous world of just a whitepaper and release a token and do some marketing around it, I think that's largely dead. People are more sophisticated now and they want to trade real stuff." "Whether it's crypto, whether it's real estate, whether it's equities, whether it's commodities, whatever they're trading, they want it to be real."

The Wolf Of All Streets

20,551 Aufrufe • vor 1 Tag

Hester Peirce says the SEC wants tokenized stocks in the US, but issuers get a veto "Part of what we're trying to do is encourage people to try trading in tokenized securities here in the US, and so a lot of the activity has been outside the US. We want the United States to be a place where people can try this." "And in terms of including an issuer consent condition, I do think a lot of issuers will be very excited to see their securities traded in tokenized fashion. I've talked to a lot of issuers and there's obviously questions, but there's also excitement about what this could mean." "And so we did want to give issuers the option to say, I'm not ready for this, this is not what I want. But I think it will be interesting to see, again, the uptake on that side as well and the interest on that side."

Hester Peirce says the SEC wants tokenized stocks in the US, but issuers get a veto "Part of what we're trying to do is encourage people to try trading in tokenized securities here in the US, and so a lot of the activity has been outside the US. We want the United States to be a place where people can try this." "And in terms of including an issuer consent condition, I do think a lot of issuers will be very excited to see their securities traded in tokenized fashion. I've talked to a lot of issuers and there's obviously questions, but there's also excitement about what this could mean." "And so we did want to give issuers the option to say, I'm not ready for this, this is not what I want. But I think it will be interesting to see, again, the uptake on that side as well and the interest on that side."

The Wolf Of All Streets

24,155 Aufrufe • vor 1 Monat