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INTERVIEW: Is $LIT Cheap? | Will Price & Flip David Hoffman sits down with flip and Will Price to unpack why Lighter may be one of the most underpriced bets in the perps market. They talk about: - Whether $LIT is just a beta trade to $HYPE - Why...

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Bankless

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15,512 просмотров • 2 месяцев назад •via X (Twitter)

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Lighter’s TGE is likely days away, and this is a clean short-term trade, not a long-term hold. In this video, I explain why Lighter is the strongest Hyperliquid competitor, where it may be mispriced, and my exact buy (1.5–2B FDV) and sell (5–7B FDV) levels post-TGE. If you’re getting the airdrop or trading launch volatility, this is my playbook going into year-end. 2:22 Framing this as a trade, not a long-term hold 3:38 Valuation framework: Lighter vs Hyperliquid revenue & FDV 5:51 Equity vs token debate — do fees accrue to the token? 8:57 Why VC equity holders are also token-aligned 12:03 Fair valuation: why 5B FDV makes sense 14:00 Post-TGE price action scenarios explained 16:46 Why exchange-only trading matters for TGE performance 19:55 Most likely scenarios after launch 22:11 What happens if price rips vs dumps 23:01 Where I would buy if Lighter dips 24:35 VC entry price & why 1.5B FDV matters 26:02 OTC points pricing & implied token valuation 28:51 Cost to farm points vs fair value 32:42 Defining the low-end buy zone (1.5–2B FDV) 33:46 Defining the sell zone (5–7B FDV) 35:57 Final trade plan & position management 38:26 Closing thoughts & how I’ll trade post-TGE
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Lighter’s TGE is likely days away, and this is a clean short-term trade, not a long-term hold. In this video, I explain why Lighter is the strongest Hyperliquid competitor, where it may be mispriced, and my exact buy (1.5–2B FDV) and sell (5–7B FDV) levels post-TGE. If you’re getting the airdrop or trading launch volatility, this is my playbook going into year-end. 2:22 Framing this as a trade, not a long-term hold 3:38 Valuation framework: Lighter vs Hyperliquid revenue & FDV 5:51 Equity vs token debate — do fees accrue to the token? 8:57 Why VC equity holders are also token-aligned 12:03 Fair valuation: why 5B FDV makes sense 14:00 Post-TGE price action scenarios explained 16:46 Why exchange-only trading matters for TGE performance 19:55 Most likely scenarios after launch 22:11 What happens if price rips vs dumps 23:01 Where I would buy if Lighter dips 24:35 VC entry price & why 1.5B FDV matters 26:02 OTC points pricing & implied token valuation 28:51 Cost to farm points vs fair value 32:42 Defining the low-end buy zone (1.5–2B FDV) 33:46 Defining the sell zone (5–7B FDV) 35:57 Final trade plan & position management 38:26 Closing thoughts & how I’ll trade post-TGE

VirtualBacon

54,587 просмотров • 8 месяцев назад

The firms leading in market making figured out early that infrastructure compounds. Austin Federa | 🇺🇸 sits down with Rahul Jain, Rahul Jain (Ellipsis Labs), to trace how crypto market making evolved: why being early matters, how MEV and transaction landing reshaped execution, and what it will take for onchain finance to scale beyond crypto-native users. Understanding the infrastructure layer is a prerequisite for competing with traditional trading environments. Timestamps and links below ↓ 00:00 - Introduction 03:53 - What Makes Solana Trading Different 07:17 - Trust and Retail Outcomes 12:04 - Infra Arms Race 2025 14:27 - Prop AMMs vs Order Books 17:05 - Spot Market Equilibrium 18:12 - MCP and Perps Security 21:22 - Why MCP Matters 24:25 - ACE For Safer Perps 25:47 - RWAs And Oracle Risk 29:28 - Why Retail Loves Perps 34:23 - Hypothetical VIX perps 35:29 - The Different MCP Camps 37:07 - Latency And Block Full 40:41 - Conclusion
42:09

The firms leading in market making figured out early that infrastructure compounds. Austin Federa | 🇺🇸 sits down with Rahul Jain, Rahul Jain (Ellipsis Labs), to trace how crypto market making evolved: why being early matters, how MEV and transaction landing reshaped execution, and what it will take for onchain finance to scale beyond crypto-native users. Understanding the infrastructure layer is a prerequisite for competing with traditional trading environments. Timestamps and links below ↓ 00:00 - Introduction 03:53 - What Makes Solana Trading Different 07:17 - Trust and Retail Outcomes 12:04 - Infra Arms Race 2025 14:27 - Prop AMMs vs Order Books 17:05 - Spot Market Equilibrium 18:12 - MCP and Perps Security 21:22 - Why MCP Matters 24:25 - ACE For Safer Perps 25:47 - RWAs And Oracle Risk 29:28 - Why Retail Loves Perps 34:23 - Hypothetical VIX perps 35:29 - The Different MCP Camps 37:07 - Latency And Block Full 40:41 - Conclusion

Validated

27,660 просмотров • 4 месяцев назад

NEW EPISODE - The Stock Market Is Moving Onchain | Ian De Bode Tokenized stocks are having their breakout moment. Ian De Bode joins David Hoffman to unpack how @OndoFinance brought $SPCX stock onchain within minutes of trading, why real stock market liquidity matters more than shallow DEX pools, and how tokenized equities could become collateral for the next generation of perps, portfolios, and DeFi trading. TIMESTAMPS --- 0:00 Ondo’s RWA Moment 1:17 How SpaceX Stock Hit Ethereum in Minutes 2:57 What Actually Backs a Tokenized Stock? 4:49 The Onchain and Offchain Market Machine 10:29 Where the Demand Comes From 12:46 The Most Popular Tokenized Stocks 14:54 Why Perps Need Better Collateral 20:46 New Strategies for Onchain Asset Management 25:02 The Next 12 to 18 Months 26:14 How Big Can Perps Get? 28:46 Offshore Versus Onshore Perp Markets 32:05 Inside Ondo Perps 36:24 Why Not Build on Hyperliquid? 37:49 Launch Timeline and Early Demand 39:48 Will Wall Street Incumbents Compete or Help? 43:52 Ondo’s 2026 Roadmap 45:22 Remembering Nathan Allman
48:46

NEW EPISODE - The Stock Market Is Moving Onchain | Ian De Bode Tokenized stocks are having their breakout moment. Ian De Bode joins David Hoffman to unpack how @OndoFinance brought $SPCX stock onchain within minutes of trading, why real stock market liquidity matters more than shallow DEX pools, and how tokenized equities could become collateral for the next generation of perps, portfolios, and DeFi trading. TIMESTAMPS --- 0:00 Ondo’s RWA Moment 1:17 How SpaceX Stock Hit Ethereum in Minutes 2:57 What Actually Backs a Tokenized Stock? 4:49 The Onchain and Offchain Market Machine 10:29 Where the Demand Comes From 12:46 The Most Popular Tokenized Stocks 14:54 Why Perps Need Better Collateral 20:46 New Strategies for Onchain Asset Management 25:02 The Next 12 to 18 Months 26:14 How Big Can Perps Get? 28:46 Offshore Versus Onshore Perp Markets 32:05 Inside Ondo Perps 36:24 Why Not Build on Hyperliquid? 37:49 Launch Timeline and Early Demand 39:48 Will Wall Street Incumbents Compete or Help? 43:52 Ondo’s 2026 Roadmap 45:22 Remembering Nathan Allman

Bankless

38,253 просмотров • 2 месяцев назад

INTERVIEW: Arthur Hayes - The AI Crash That Could Send bitcoin:native to $1M Arthur thinks the AI trade is sucking the oxygen out of crypto, and the real opportunity may come after the AI bubble cracks. Inside the episode: - AI CapEx mania - Why ethereum:native looks cheap - Oil as the macro bear case - “The Fed can’t print Moore’s Law” - How an AI credit event could send money back into crypto - Why Hyperliquid can challenge Binance - Why the inventor of perps says not to use leverage --- TIMESTAMPS 0:00 Why Arthur Sold HYPE, NEAR and ZEC 4:26 The AI Trade Starts to Look Crowded 6:25 How Arthur Is Positioned Now 7:15 Crypto’s Strange Market Dispersion 11:09 Oil, Iran and the Fake-Out Risk 14:16 Why the Iran Deal May Not Be Durable 17:29 Can AI Survive Higher Oil? 21:20 The AI Bubble Thesis 26:11 China’s Cheap AI Threat 30:38 The Credit Event Arthur Is Watching 35:51 The 2028 Perfect Storm 39:45 Why AI Is Draining Crypto’s Bull Market 44:28 Arthur on Inventing Perps 48:11 Why Perps Could Eat Wall Street 51:18 Socialized Loss Explained 53:21 Onshore vs Offshore Perps 55:50 Why Hyperliquid Can Flip Binance 56:30 The Perp Inventor Does Not Use Leverage
58:16

INTERVIEW: Arthur Hayes - The AI Crash That Could Send bitcoin:native to $1M Arthur thinks the AI trade is sucking the oxygen out of crypto, and the real opportunity may come after the AI bubble cracks. Inside the episode: - AI CapEx mania - Why ethereum:native looks cheap - Oil as the macro bear case - “The Fed can’t print Moore’s Law” - How an AI credit event could send money back into crypto - Why Hyperliquid can challenge Binance - Why the inventor of perps says not to use leverage --- TIMESTAMPS 0:00 Why Arthur Sold HYPE, NEAR and ZEC 4:26 The AI Trade Starts to Look Crowded 6:25 How Arthur Is Positioned Now 7:15 Crypto’s Strange Market Dispersion 11:09 Oil, Iran and the Fake-Out Risk 14:16 Why the Iran Deal May Not Be Durable 17:29 Can AI Survive Higher Oil? 21:20 The AI Bubble Thesis 26:11 China’s Cheap AI Threat 30:38 The Credit Event Arthur Is Watching 35:51 The 2028 Perfect Storm 39:45 Why AI Is Draining Crypto’s Bull Market 44:28 Arthur on Inventing Perps 48:11 Why Perps Could Eat Wall Street 51:18 Socialized Loss Explained 53:21 Onshore vs Offshore Perps 55:50 Why Hyperliquid Can Flip Binance 56:30 The Perp Inventor Does Not Use Leverage

Bankless

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NEW EPISODE - "We Want to Be Bigger Than the CME" Kalshi is moving far beyond prediction markets. John Wang joins David Hoffman to unpack its regulated crypto perps push, why regulation could be its biggest competitive advantage, and how event contracts could evolve into serious institutional hedging infrastructure. They also debate prediction markets’ insider trading problem, preview gold and silver perps, and address the rivalry with Polymarket, including Kalshi’s claim that its crypto volume is now 10x larger. CHAPTERS --- 0:00 Is Kalshi a Crypto Company? 3:56 Global Expansion and the Regulated Edge 14:55 The Regulated Perps Bet 21:38 Combining Perps and Predictions 27:51 The Insider Trading Problem 38:50 Who Owns Market Information? 45:58 From Sportsbooks to the CME 55:24 Prediction Markets for Institutions 1:02:40 Kalshi Versus Polymarket
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NEW EPISODE - "We Want to Be Bigger Than the CME" Kalshi is moving far beyond prediction markets. John Wang joins David Hoffman to unpack its regulated crypto perps push, why regulation could be its biggest competitive advantage, and how event contracts could evolve into serious institutional hedging infrastructure. They also debate prediction markets’ insider trading problem, preview gold and silver perps, and address the rivalry with Polymarket, including Kalshi’s claim that its crypto volume is now 10x larger. CHAPTERS --- 0:00 Is Kalshi a Crypto Company? 3:56 Global Expansion and the Regulated Edge 14:55 The Regulated Perps Bet 21:38 Combining Perps and Predictions 27:51 The Insider Trading Problem 38:50 Who Owns Market Information? 45:58 From Sportsbooks to the CME 55:24 Prediction Markets for Institutions 1:02:40 Kalshi Versus Polymarket

Bankless

110,199 просмотров • 2 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

Hyperliquid and Polymarket dominate in the West. In Asia, there is no equivalent. TurboFlow is building it. Tony (TurboFlow) joins Stateful, hosted by Mason Nystrom. In this episode, they discuss why Asia has been missing a world-class trading platform and how TurboFlow is building it: - Asian traders operate in communities, not alone. That changes everything about product design. - Prediction markets beat perps for retail: click yes or no on anything. No margin knowledge needed. - $9 trillion in perps volume in 2025. Still only 75K to 200K daily active traders on-chain. - Bear markets are for building. Competitors go to sleep. You lay the foundation. - 18-month goal: dominate Asian prediction markets and expand to 50 assets including RWAs and FX. 00:00 Why Asia Has No Hyperliquid or Polymarket 01:56 The Perps Market Today: $9 Trillion, Only 200K Daily Traders 06:07 Why Prediction Markets Beat Perps for Retail 11:18 What Actually Matters When Building a Trading Platform 14:45 Lessons from Co-Founding Amber Group 18:46 Quick Fire: Bear Market Timing, 18-Month Roadmap
22:24

Hyperliquid and Polymarket dominate in the West. In Asia, there is no equivalent. TurboFlow is building it. Tony (TurboFlow) joins Stateful, hosted by Mason Nystrom. In this episode, they discuss why Asia has been missing a world-class trading platform and how TurboFlow is building it: - Asian traders operate in communities, not alone. That changes everything about product design. - Prediction markets beat perps for retail: click yes or no on anything. No margin knowledge needed. - $9 trillion in perps volume in 2025. Still only 75K to 200K daily active traders on-chain. - Bear markets are for building. Competitors go to sleep. You lay the foundation. - 18-month goal: dominate Asian prediction markets and expand to 50 assets including RWAs and FX. 00:00 Why Asia Has No Hyperliquid or Polymarket 01:56 The Perps Market Today: $9 Trillion, Only 200K Daily Traders 06:07 Why Prediction Markets Beat Perps for Retail 11:18 What Actually Matters When Building a Trading Platform 14:45 Lessons from Co-Founding Amber Group 18:46 Quick Fire: Bear Market Timing, 18-Month Roadmap

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36,994 просмотров • 1 месяц назад

Only one day until $INX launches I sat down with to discuss the token, how markets are changing, and what’s next for Infinex 0:00 What is Infinex 0:58 What sets Infinex apart 3:43 TradFi on and offramps 5:40 What's next for Infinex 7:50 Perps on Lighter and Synthetix 8:52 Synthetix involvement 12:05 Token presale 15:30 Thoughts on InfoFi 19:34 $INX terms and vesting 22:30 State of ICOs 26:30 Polymarket Odds 30:54 Utility 33:20 Revenue 35:25 Prediction Markets 38:46 TGE and listings 41:26 Final thoughts Disclaimer: This interview was done in partnership with Infinex
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Only one day until $INX launches I sat down with to discuss the token, how markets are changing, and what’s next for Infinex 0:00 What is Infinex 0:58 What sets Infinex apart 3:43 TradFi on and offramps 5:40 What's next for Infinex 7:50 Perps on Lighter and Synthetix 8:52 Synthetix involvement 12:05 Token presale 15:30 Thoughts on InfoFi 19:34 $INX terms and vesting 22:30 State of ICOs 26:30 Polymarket Odds 30:54 Utility 33:20 Revenue 35:25 Prediction Markets 38:46 TGE and listings 41:26 Final thoughts Disclaimer: This interview was done in partnership with Infinex

Gorilla

36,082 просмотров • 7 месяцев назад

NEW EPISODE - Jito Is Coming for Coinbase and Binance founder buffalu joins David Hoffman to unveil JTX, a new trading terminal built to make Solana feel like a centralized exchange without giving up onchain execution. They talk about: - Why Solana can already beat CEX pricing on some trades - How prop AMMs could move price discovery onchain - JTX’s expansion into equities, perps, and prediction markets - Why 80% of JTX revenue will flow back to the Jito DAO - Why Lucas believes SOL remains uniquely undervalued TIMESTAMPS --- 0:00 Solana and Tokenized Stocks 2:22 What Is JTX? 8:44 A Better Trading UX 11:25 Better Execution 15:37 The JTX Roadmap 19:35 solana:jtojtomepa8beP8AuQc6eXt5FriJwfFMwQx2v2f9mCL and solana:So11111111111111111111111111111111111111112 Tokenomics 25:23 Why Solana Got Better 29:34 Prop AMMs Explained 37:25 Liquidity and Market Makers 40:04 Solana vs. Robinhood Chain 46:51 The JTX Rollout 48:07 Global Markets and the SOL Thesis
52:03

NEW EPISODE - Jito Is Coming for Coinbase and Binance founder buffalu joins David Hoffman to unveil JTX, a new trading terminal built to make Solana feel like a centralized exchange without giving up onchain execution. They talk about: - Why Solana can already beat CEX pricing on some trades - How prop AMMs could move price discovery onchain - JTX’s expansion into equities, perps, and prediction markets - Why 80% of JTX revenue will flow back to the Jito DAO - Why Lucas believes SOL remains uniquely undervalued TIMESTAMPS --- 0:00 Solana and Tokenized Stocks 2:22 What Is JTX? 8:44 A Better Trading UX 11:25 Better Execution 15:37 The JTX Roadmap 19:35 solana:jtojtomepa8beP8AuQc6eXt5FriJwfFMwQx2v2f9mCL and solana:So11111111111111111111111111111111111111112 Tokenomics 25:23 Why Solana Got Better 29:34 Prop AMMs Explained 37:25 Liquidity and Market Makers 40:04 Solana vs. Robinhood Chain 46:51 The JTX Rollout 48:07 Global Markets and the SOL Thesis

Bankless

88,400 просмотров • 1 месяц назад

🚨 $HIMS Q1 EARNINGS BREAKDOWN Thanks to The Psycho Analyst for coming on the show! We cover Q1 earnings, the Novo GLP-1 saga, Ro's competitive threat, peptides, wearables, insider selling, and why Brian is still long $HIMS. I think both Hims bulls and bears will enjoy this one! 00:56 - Meet Brian Birnbaum 01:51 - Why “The Psycho Analyst” 03:03 - Market psychology and Hims 04:38 - Q1 numbers that actually matter 07:07 - Bullish revenue guidance 07:56 - Gross margins 10:17 - Testosterone and Wegovy scale 13:26 - Branded GLPs 14:30 - Subscribers, churn, and Q2 guidance 19:02 - Novo lawsuit aftermath 21:41 - Volatility and conviction 23:53 - Why Brian trusts Andrew 25:25 - International risk and Ro pressure 28:22 - Ro’s domestic momentum 31:08 - Is Ro preparing to IPO? 32:14 - Peptides 34:39 - Why best beats first 36:34 - Speed 40:40 - The AI doctor thesis 41:19 - Wearables 46:59 - Insider selling 50:30 - Valuing a venture-stage public company 52:35 - Broader market outlook 58:33 - Final takeaways Not financial, legal, or medical advice
59:23

🚨 $HIMS Q1 EARNINGS BREAKDOWN Thanks to The Psycho Analyst for coming on the show! We cover Q1 earnings, the Novo GLP-1 saga, Ro's competitive threat, peptides, wearables, insider selling, and why Brian is still long $HIMS. I think both Hims bulls and bears will enjoy this one! 00:56 - Meet Brian Birnbaum 01:51 - Why “The Psycho Analyst” 03:03 - Market psychology and Hims 04:38 - Q1 numbers that actually matter 07:07 - Bullish revenue guidance 07:56 - Gross margins 10:17 - Testosterone and Wegovy scale 13:26 - Branded GLPs 14:30 - Subscribers, churn, and Q2 guidance 19:02 - Novo lawsuit aftermath 21:41 - Volatility and conviction 23:53 - Why Brian trusts Andrew 25:25 - International risk and Ro pressure 28:22 - Ro’s domestic momentum 31:08 - Is Ro preparing to IPO? 32:14 - Peptides 34:39 - Why best beats first 36:34 - Speed 40:40 - The AI doctor thesis 41:19 - Wearables 46:59 - Insider selling 50:30 - Valuing a venture-stage public company 52:35 - Broader market outlook 58:33 - Final takeaways Not financial, legal, or medical advice

Hims House

48,323 просмотров • 3 месяцев назад

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 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
1:29:06

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 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

MR SHIFT 🦁

583,028 просмотров • 6 месяцев назад

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 🦁

140,069 просмотров • 23 дней назад

E174: Tarek Mansour - Launching the First Regulated Perps In The U.S and building the next generation of financial markets Tarek Mansour is the co-founder and CEO of Kalshi, the first regulated prediction market exchange in the US, valued at $22 Billion. He grew up in Lebanon with a single mom, studied at MIT, worked at Citadel, and spent 6 years years building a company most people ignored before it finally took off. We talk about what it actually takes to not give up, why markets are better at finding truth than experts, why Kalshi is launching the first regulated Perps in the US, and how his team is building what he calls the next generation of financial markets. Timestamps: 0:00 Intro 1:54 Urgency 3:11 Anime 4:53 Who is Tarek? 7:02 Mathematics & Certainty 9:10 Tarek's chip on the shoulder 13:33 Partnerships: Trezor Bitwise 15:19 Resilience 16:31 Entrepreneurship is Therapy 18:23 The startup emotional rollercoaster 22:16 Showing up for 2000 days with no results 24:45 First time Founder advantage 26:40 When Kalshi almost made it, but did not 29:54 Partnerships: KAST 31:19 Focus Inputs, Not Results 33:16 The Kalshi beginnings story 36:00 The True Innovation Of Prediction Markets 38:28 How Prediction Markets Revolutionize The Media 41:37 Prediction Markets and Hedging explained simply 44:55 Leverage In Prediction Markets 47:16 Partnerships: Jupiter Ethena 48:00 Insider Trading 51:19 Insider Trading Rules enforcement: who is responsible? 55:26 How Kalshi spots Suspicious Behavior 56:59 Tarek's Honest View On Crypto 59:41 Launching the first Regulated Perps In The U.S 1:00:30 What Does Regulated Perps Mean? 1:02:22 Was Kalshi perps launch inspired by Hyperliquid? 1:03:41 Competition 1:05:58 Kalshi Endgame 1:07:06 What is Kalshi doing with the billions of $ they raised 1:08:31 Happiness and engagement 1:13:08 One Thing Tarek Should Let Go Of 1:14:18 Closing Thoughts
1:15:03

E174: Tarek Mansour - Launching the First Regulated Perps In The U.S and building the next generation of financial markets Tarek Mansour is the co-founder and CEO of Kalshi, the first regulated prediction market exchange in the US, valued at $22 Billion. He grew up in Lebanon with a single mom, studied at MIT, worked at Citadel, and spent 6 years years building a company most people ignored before it finally took off. We talk about what it actually takes to not give up, why markets are better at finding truth than experts, why Kalshi is launching the first regulated Perps in the US, and how his team is building what he calls the next generation of financial markets. Timestamps: 0:00 Intro 1:54 Urgency 3:11 Anime 4:53 Who is Tarek? 7:02 Mathematics & Certainty 9:10 Tarek's chip on the shoulder 13:33 Partnerships: Trezor Bitwise 15:19 Resilience 16:31 Entrepreneurship is Therapy 18:23 The startup emotional rollercoaster 22:16 Showing up for 2000 days with no results 24:45 First time Founder advantage 26:40 When Kalshi almost made it, but did not 29:54 Partnerships: KAST 31:19 Focus Inputs, Not Results 33:16 The Kalshi beginnings story 36:00 The True Innovation Of Prediction Markets 38:28 How Prediction Markets Revolutionize The Media 41:37 Prediction Markets and Hedging explained simply 44:55 Leverage In Prediction Markets 47:16 Partnerships: Jupiter Ethena 48:00 Insider Trading 51:19 Insider Trading Rules enforcement: who is responsible? 55:26 How Kalshi spots Suspicious Behavior 56:59 Tarek's Honest View On Crypto 59:41 Launching the first Regulated Perps In The U.S 1:00:30 What Does Regulated Perps Mean? 1:02:22 Was Kalshi perps launch inspired by Hyperliquid? 1:03:41 Competition 1:05:58 Kalshi Endgame 1:07:06 What is Kalshi doing with the billions of $ they raised 1:08:31 Happiness and engagement 1:13:08 One Thing Tarek Should Let Go Of 1:14:18 Closing Thoughts

MR SHIFT 🦁

603,699 просмотров • 3 месяцев назад

“Crypto is a liquidity game now.” Skew Δ has been trading since the BitMEX days and now focuses on reading order flow, positioning, CVD, OI, funding, and what large players are actually doing. We talked about market traps, why price action comes before indicators, how to separate real momentum from bait, and why most traders confuse speculation with actual trading. Also covered altcoin selection, market maker games, sentiment extremes, macro risks, and what Skew is watching next. 00:00 The story behind “52kskew” and finding Bitcoin early 09:07 Learning to trade on BitMEX and why price action comes first 15:28 Market traps, liquidity games, and how crypto changed since 2019 23:28 How Skew trades today: trend, momentum, and order flow 29:14 Using OI, funding, CVD, and footprint without getting misled 34:13 Speculation vs real trading, and the mistakes most traders make 38:13 Finding strong altcoins, sizing positions, and managing risk 46:09 Trading ranges, sentiment extremes, and market psychology 53:54 Market maker games, toxic flow, and reading large players 58:13 Current market outlook, macro risks, and advice for newer traders
1:05:42

“Crypto is a liquidity game now.” Skew Δ has been trading since the BitMEX days and now focuses on reading order flow, positioning, CVD, OI, funding, and what large players are actually doing. We talked about market traps, why price action comes before indicators, how to separate real momentum from bait, and why most traders confuse speculation with actual trading. Also covered altcoin selection, market maker games, sentiment extremes, macro risks, and what Skew is watching next. 00:00 The story behind “52kskew” and finding Bitcoin early 09:07 Learning to trade on BitMEX and why price action comes first 15:28 Market traps, liquidity games, and how crypto changed since 2019 23:28 How Skew trades today: trend, momentum, and order flow 29:14 Using OI, funding, CVD, and footprint without getting misled 34:13 Speculation vs real trading, and the mistakes most traders make 38:13 Finding strong altcoins, sizing positions, and managing risk 46:09 Trading ranges, sentiment extremes, and market psychology 53:54 Market maker games, toxic flow, and reading large players 58:13 Current market outlook, macro risks, and advice for newer traders

Insilico Terminal

21,230 просмотров • 3 месяцев назад

NEW EPISODE - solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump, Robinhood Chain, & Why $SOL Still Beats $ETH in 2026 | Mike Dudas Mike Dudas joins David Hoffman to unpack: • Whether solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump can become more than a memecoin • Robinhood Chain’s push into consumer crypto • Why memecoin culture is still expanding • The case for SOL over ETH • Where he’d put $1M for the next five years TIMESTAMPS --- 0:00 Bonk at Solana’s Bottom 7:07 What Gives Memecoins Value? 13:45 The Ansem Experiment 20:53 Are Memecoins Built to Die? 26:19 Culture Goes Onchain 29:45 Robinhood, Base, and the Trenches 32:59 Better Assets, Better Cycles 36:20 What 6MV Is Betting On 38:21 The Consumer Crypto Comeback 43:37 Compute Becomes a Market 47:57 Crypto’s AI Diaspora 50:53 SOL Versus ETH 57:02 Cycles, Equity, and Tokens 1:01:34 Why Crypto Takes Longer
1:07:06

NEW EPISODE - solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump, Robinhood Chain, & Why $SOL Still Beats $ETH in 2026 | Mike Dudas Mike Dudas joins David Hoffman to unpack: • Whether solana:9cRCn9rGT8V2imeM2BaKs13yhMEais3ruM3rPvTGpump can become more than a memecoin • Robinhood Chain’s push into consumer crypto • Why memecoin culture is still expanding • The case for SOL over ETH • Where he’d put $1M for the next five years TIMESTAMPS --- 0:00 Bonk at Solana’s Bottom 7:07 What Gives Memecoins Value? 13:45 The Ansem Experiment 20:53 Are Memecoins Built to Die? 26:19 Culture Goes Onchain 29:45 Robinhood, Base, and the Trenches 32:59 Better Assets, Better Cycles 36:20 What 6MV Is Betting On 38:21 The Consumer Crypto Comeback 43:37 Compute Becomes a Market 47:57 Crypto’s AI Diaspora 50:53 SOL Versus ETH 57:02 Cycles, Equity, and Tokens 1:01:34 Why Crypto Takes Longer

Bankless

160,130 просмотров • 29 дней назад

LIVE NOW - How Coinwatch Is Exposing Market Maker Manipulation Crypto's murky market making practices are finally getting sunlight. We sit down with coinwatch co-founders Matt Jobbe Duval and Brian Tubergen to uncover how market makers have been quietly influencing token prices, the call-option structures enabling extraction, and how shady tactics have hurt retail. Then, we explore how Coinwatch Track is bringing real-time transparency to the space using trusted execution environments (TEEs), giving projects verifiable insights into what market makers are really doing with their tokens—and why this might just restore trust and open the door for more liquid capital to enter crypto. -------------- TIMESTAMPS 0:00 Intro 0:30 Market Makers 101 7:25 Why the Bad Reputation? 14:25 TradFi Market Makers 16:34 Market Making Business Model 21:34 The Positive Case 23:22 Market Making Cabals 33:36 Matt & Brian Backgrounds 40:03 Coinwatch 101 46:33 Why Coinwatch? 51:31 The Bull Case 56:51 Call to Action 57:38 Closing & Disclaimers
58:32

LIVE NOW - How Coinwatch Is Exposing Market Maker Manipulation Crypto's murky market making practices are finally getting sunlight. We sit down with coinwatch co-founders Matt Jobbe Duval and Brian Tubergen to uncover how market makers have been quietly influencing token prices, the call-option structures enabling extraction, and how shady tactics have hurt retail. Then, we explore how Coinwatch Track is bringing real-time transparency to the space using trusted execution environments (TEEs), giving projects verifiable insights into what market makers are really doing with their tokens—and why this might just restore trust and open the door for more liquid capital to enter crypto. -------------- TIMESTAMPS 0:00 Intro 0:30 Market Makers 101 7:25 Why the Bad Reputation? 14:25 TradFi Market Makers 16:34 Market Making Business Model 21:34 The Positive Case 23:22 Market Making Cabals 33:36 Matt & Brian Backgrounds 40:03 Coinwatch 101 46:33 Why Coinwatch? 51:31 The Bull Case 56:51 Call to Action 57:38 Closing & Disclaimers

Bankless

25,143 просмотров • 1 год назад

Bitcoin BREAKOUT Could Be Just the Start - AI May Reallocate $50 TRILLION | Bill Barhydt 00:00 Bitcoin Finally Breaks Out 01:12 Why Trump’s Policies Are Bullish for Bitcoin 05:22 The U.S. Debt Problem and the Battle With China 08:12 Why Trump Wants Lower Rates 11:59 Is Bitcoin’s Four-Year Cycle Still Alive? 15:55 Trump, Hyperliquid and the Future of Perps 17:38 Why Everything Is Becoming Tradable on Crypto 19:30 Bill Reveals What Abra Is Building Next 22:34 Where the Yield on Bitcoin Actually Comes From 26:44 The Financialization of Crypto Is Here 28:02 What Comes After Tokenization 32:57 The $50 Trillion Wealth Reallocation 33:26 Will AI Replace Financial Advisors? 35:30 Why 24/7 Markets Need AI 36:40 Bitcoin’s Role in an AI-Driven Financial System 39:09 Ethereum vs. Solana and the Future of Blockchains 42:00 What Happens When AI and Crypto Truly Merge? 46:06 Will Humans Eventually Merge With AI? 47:54 “AI Is Never Going to Be Dumber Than It Is Now” 49:02 Are Million-Dollar Bitcoin Targets Still Realistic? 49:38 Why Bitcoin Could Become the World’s Pristine Collateral
51:26

Bitcoin BREAKOUT Could Be Just the Start - AI May Reallocate $50 TRILLION | Bill Barhydt 00:00 Bitcoin Finally Breaks Out 01:12 Why Trump’s Policies Are Bullish for Bitcoin 05:22 The U.S. Debt Problem and the Battle With China 08:12 Why Trump Wants Lower Rates 11:59 Is Bitcoin’s Four-Year Cycle Still Alive? 15:55 Trump, Hyperliquid and the Future of Perps 17:38 Why Everything Is Becoming Tradable on Crypto 19:30 Bill Reveals What Abra Is Building Next 22:34 Where the Yield on Bitcoin Actually Comes From 26:44 The Financialization of Crypto Is Here 28:02 What Comes After Tokenization 32:57 The $50 Trillion Wealth Reallocation 33:26 Will AI Replace Financial Advisors? 35:30 Why 24/7 Markets Need AI 36:40 Bitcoin’s Role in an AI-Driven Financial System 39:09 Ethereum vs. Solana and the Future of Blockchains 42:00 What Happens When AI and Crypto Truly Merge? 46:06 Will Humans Eventually Merge With AI? 47:54 “AI Is Never Going to Be Dumber Than It Is Now” 49:02 Are Million-Dollar Bitcoin Targets Still Realistic? 49:38 Why Bitcoin Could Become the World’s Pristine Collateral

The Wolf Of All Streets

39,917 просмотров • 10 дней назад

LIVE NOW - Tom Lee & Arthur Hayes: How Crypto Flips Wall Street This might be the most bullish Bankless episode ever. Thomas (Tom) Lee (not drummer) FundstratDirect.com & Arthur Hayes go on record: - BTC: $200–250k - ETH: $10–12k They unpack Bitmine (NYSE-BMNR) $ETH $BMNP’s ETH accumulation, tokenization, stablecoins, perps vs. leveraged ETFs, prediction markets vs. TradFi, and why banks are turning into on-chain tech companies. A must-listen. 🎧 -------------- TIMESTAMPS 0:00 Intro 0:42 BTC All Time Highs 5:07 ETH Performance & Bitmine 9:32 DATs Market 15:26 4-Year Cycles 25:32 5% Bitmine’s Target 28:00 Tom’s Involvement in Ethereum 32:42 ETH’s Position 38:37 Compute for Finance 40:53 Tether’s $500B Valuation 44:57 USDT Flips BTC? 46:35 Crypto Equities 48:26 Hacks & Exploits 50:39 Financial Entertainment 55:13 Perps 58:38 Price Targets 1:00:45 2026 Wish List 1:03:06 Closing & Disclaimers
1:03:42

LIVE NOW - Tom Lee & Arthur Hayes: How Crypto Flips Wall Street This might be the most bullish Bankless episode ever. Thomas (Tom) Lee (not drummer) FundstratDirect.com & Arthur Hayes go on record: - BTC: $200–250k - ETH: $10–12k They unpack Bitmine (NYSE-BMNR) $ETH $BMNP’s ETH accumulation, tokenization, stablecoins, perps vs. leveraged ETFs, prediction markets vs. TradFi, and why banks are turning into on-chain tech companies. A must-listen. 🎧 -------------- TIMESTAMPS 0:00 Intro 0:42 BTC All Time Highs 5:07 ETH Performance & Bitmine 9:32 DATs Market 15:26 4-Year Cycles 25:32 5% Bitmine’s Target 28:00 Tom’s Involvement in Ethereum 32:42 ETH’s Position 38:37 Compute for Finance 40:53 Tether’s $500B Valuation 44:57 USDT Flips BTC? 46:35 Crypto Equities 48:26 Hacks & Exploits 50:39 Financial Entertainment 55:13 Perps 58:38 Price Targets 1:00:45 2026 Wish List 1:03:06 Closing & Disclaimers

Bankless

178,370 просмотров • 10 месяцев назад