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"Is Hyperliquid taking over Binance?" CZ addresses the ongoing debate around Hyperliquid’s rapid rise and whether decentralized exchanges are threatening Binance’s market dominance: "A lot of people in crypto believe that Binance sees Hyperliquid as its first real competitor and that some of your public comments have been attempts... to slow their momentum. What would you say to those people?" "No, they were wrong. I encourage way more crypto exchanges to innovate, and we view exchanges as helping to grow the pie." "Right now, the market is nowhere near saturated. Penetration-wise, there may be 5 to 15% of people who have some kind of crypto." "Net worth-wise, a very small percentage. Value-wise, we're probably like less than 1% penetration." "In this type of early stage, you want as many players as possible so that we can grow the industry."show more

The Jedi M@n 🧑‍🦯

10,825 subscribers

23,457 просмотров • 13 дней назад •via X (Twitter)

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Комментарии: 38

Фото профиля The Jedi M@n 🧑‍🦯

The Jedi M@n 🧑‍🦯13 дней назад

Ft: @KevinWSHPod x @cz_binance

Фото профиля Duc Crypto

Duc Crypto13 дней назад

hyperliquid's growth is good, we just want more competition

Фото профиля The Jedi M@n 🧑‍🦯

The Jedi M@n 🧑‍🦯13 дней назад

Binance is that Competition

Фото профиля Jesse

Jesse13 дней назад

Damn The greatest rivals in history

Фото профиля The Jedi M@n 🧑‍🦯

The Jedi M@n 🧑‍🦯13 дней назад

Haha, fr man

Фото профиля Đường Phát

Đường Phát13 дней назад

tbh hyperliquid's growth is good for the whole ecosystem

Фото профиля The Jedi M@n 🧑‍🦯

The Jedi M@n 🧑‍🦯13 дней назад

But can it keep up with the growth of Binance?

Фото профиля Lemberg

Lemberg13 дней назад

Binance and Hyperliquid aren't competing for the same trader. One sells access, the other sells the book. Treating that as one market is why this argument never lands. This is the kind of split VOICE is built to hold, not a winner-take-all quote war.

Фото профиля SOHEIL

SOHEIL13 дней назад

wonder how many new players will emerge

Фото профиля 𝙋𝙐𝙇⭕𝙆 🍌

𝙋𝙐𝙇⭕𝙆 🍌13 дней назад

I like how CZ says more players help

Фото профиля Gem Of Kingdom

Gem Of Kingdom13 дней назад

like when you finally find a faster checkout line, only for it to get stuck at the selfcheckout scanner, too soon to crown a winner

Фото профиля Rhyne

Rhyne13 дней назад

It's great to see an open attitude towards competition and innovation.

Фото профиля ERFAN

ERFAN13 дней назад

The evolving landscape of exchanges is certainly noteworthy and merits close observation.

Фото профиля Rakib

Rakib13 дней назад

More players means more growth for everyone

Фото профиля ABBA

ABBA13 дней назад

Impressive consistency throughout

Фото профиля mynameisTectra

mynameisTectra13 дней назад

Innovation drives growth for the entire crypto industry.

Фото профиля May

May13 дней назад

Hyperliquid's growth shakes up crypto

Фото профиля 𝐌𝐈𝐌 ♡

𝐌𝐈𝐌 ♡13 дней назад

More players mean more growth for everyone in crypto

Фото профиля Ishaq

Ishaq13 дней назад

you want as many players as possible so that we can grow the industry

Фото профиля DeRizvi

DeRizvi13 дней назад

Love seeing CZ stay calm, but Hyperliquid growing fast is real.

Фото профиля MOHSIN

MOHSIN13 дней назад

Encouraging innovation and growth in the industry.

Фото профиля MARKHOR 🐐

MARKHOR 🐐13 дней назад

Five percent adoption beats market share worry

Фото профиля Lynn

Lynn13 дней назад

hyperliquid is making moves, could change things up

Фото профиля Akash.eth🌊

Akash.eth🌊13 дней назад

Hyperliquid growing fast is a real wake up call for Binance, I like that CZ focused on innovation instead of attacking.

Фото профиля AwaL

AwaL13 дней назад

Competition can expand the crypto market rather than just divide it

Фото профиля KaiNoir

KaiNoir13 дней назад

Decentralized exchanges will drive innovation, no doubt

Фото профиля Subit

Subit13 дней назад

There’s a clear difference between activity and real progress

Фото профиля Samba 🔴

Samba 🔴13 дней назад

The perspective here makes the key takeaway easy to understand.

Фото профиля Loc Capital

Loc Capital13 дней назад

hyperliquid's growth shows there's room for more players, not threat

Фото профиля Lina 🦅

Lina 🦅13 дней назад

CZ saying the pie is still tiny is the real point here

Фото профиля OGA_NASER

OGA_NASER13 дней назад

Thank you for your

Фото профиля Evan Jawad

Evan Jawad13 дней назад

This could be more about market shifts than just one player.

Фото профиля MURISCO

MURISCO13 дней назад

More players mean more growth chances

Фото профиля Adnan

Adnan13 дней назад

Binance and Hyperliquid both pushing fast, but CZ saying people are wrong and inviting more innovation feels like a healthy signal for competition in crypto.

Фото профиля H B O

H B O13 дней назад

nobody wants another complicated route to liquidity

Фото профиля ARIF

ARIF13 дней назад

Interesting one, curious where this goes next

Фото профиля BOSS🥷🀄

BOSS🥷🀄13 дней назад

hyperliquid's growth is good, we just want more competition

Фото профиля 𝖁𝖊𝖑𝖖𝖔𝖗

𝖁𝖊𝖑𝖖𝖔𝖗13 дней назад

More players mean more growth

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142,793 просмотров • 3 месяцев назад

Having recently closed their $20M Series A, Ostium CoFounder and CEO kaledora joins us to share more on their grand vision in a new The Edge Podcast. What always resonated with me personally is Ostium started with serving us as native onchain investors, who have no interest in off-ramping but would like to get exposure to other non-crypto asset classes onchain 😇 "One problem we saw was in crypto, which was there was no way to use your onchain capital to go and trade things that were not crypto. It felt like everything that had been built to date was kind of prelude to what would ultimately be a much bigger market, in the sense that like all of the new market and incentive design was geared towards allowing people to transact trading crypto itself, which is you know great, but the ultimate end goal, like if this technology is gonna be extremely valuable, the ultimate end goal is enabling people to trade the like trillions of dollars worth of existing assets that are out there that should move on to blockchain rails. So we thought, one, that's gonna be the biggest market, that's the single biggest opportunity in crypto is enabling these rails to get people to trade stuff that's not crypto assets themselves. And secondly, if you already have your money onchain and you don't want to off-ramp, which I mean, are very good reasons why you wouldn't want to off ramp if you made your money in crypto, or you have a significant amount of your money onchain, you're completely constrained to just being able to invest in or trade cryptoassets. And we had a pretty strong conviction that there would be this sort of like tailwind or like rising set of people who had a majority or a large portion of their wealth onchain and would want to get exposure to other assets. We initially were very focused on commodities specifically. We had this strong conviction that commodity supercycle that's wound up being very true, but we extended beyond, I think, an unnecessary focus on a single asset class to FX, indices, single name stocks, and all of these very liquid global markets that ultimately there was no really easy way to access onchain. So that was sort the first problem. We thought in the next couple of years, this market's going to exist and we can build to capture that market. The second, and I think more important and ultimately far larger TAM, that we saw and problem that we wanted to solve, and this is one that we've been somewhat quiet on to date and have recently, I think, unveiled this larger plan as part of our recent fundraise, like Series A announcement, is a problem that we saw globally in what's called the CFD market. And for the uninitiated, CFDs are called, they're, contracts for difference or contract for differences. People put the 's' in different places. And they are basically, they are the little known fact among crypto people, but they are the dominant retail derivative in the world." For the full episode with kaledora dropping tomorrow, subscribe below. ► Newsletter: ► Spotify: ► Apple: ► Youtube: ► Pods: ► Linktree:

Having recently closed their $20M Series A, Ostium CoFounder and CEO kaledora joins us to share more on their grand vision in a new The Edge Podcast. What always resonated with me personally is Ostium started with serving us as native onchain investors, who have no interest in off-ramping but would like to get exposure to other non-crypto asset classes onchain 😇 "One problem we saw was in crypto, which was there was no way to use your onchain capital to go and trade things that were not crypto. It felt like everything that had been built to date was kind of prelude to what would ultimately be a much bigger market, in the sense that like all of the new market and incentive design was geared towards allowing people to transact trading crypto itself, which is you know great, but the ultimate end goal, like if this technology is gonna be extremely valuable, the ultimate end goal is enabling people to trade the like trillions of dollars worth of existing assets that are out there that should move on to blockchain rails. So we thought, one, that's gonna be the biggest market, that's the single biggest opportunity in crypto is enabling these rails to get people to trade stuff that's not crypto assets themselves. And secondly, if you already have your money onchain and you don't want to off-ramp, which I mean, are very good reasons why you wouldn't want to off ramp if you made your money in crypto, or you have a significant amount of your money onchain, you're completely constrained to just being able to invest in or trade cryptoassets. And we had a pretty strong conviction that there would be this sort of like tailwind or like rising set of people who had a majority or a large portion of their wealth onchain and would want to get exposure to other assets. We initially were very focused on commodities specifically. We had this strong conviction that commodity supercycle that's wound up being very true, but we extended beyond, I think, an unnecessary focus on a single asset class to FX, indices, single name stocks, and all of these very liquid global markets that ultimately there was no really easy way to access onchain. So that was sort the first problem. We thought in the next couple of years, this market's going to exist and we can build to capture that market. The second, and I think more important and ultimately far larger TAM, that we saw and problem that we wanted to solve, and this is one that we've been somewhat quiet on to date and have recently, I think, unveiled this larger plan as part of our recent fundraise, like Series A announcement, is a problem that we saw globally in what's called the CFD market. And for the uninitiated, CFDs are called, they're, contracts for difference or contract for differences. People put the 's' in different places. And they are basically, they are the little known fact among crypto people, but they are the dominant retail derivative in the world." For the full episode with kaledora dropping tomorrow, subscribe below. ► Newsletter: ► Spotify: ► Apple: ► Youtube: ► Pods: ► Linktree:

DeFi Dad ⟠ defidad.eth

32,429 просмотров • 9 месяцев назад

“When we say that we cannot wait, what we mean is that we want to get it out of the way so that we can return to the work of transforming this country, as fast as possible. To the young people who are here in large numbers, and all those I have seen where we were in the past few days, it is impossible not to hope when we look at you. We cannot lose momentum. And I know you will not either. ” Chairman Kagame | RPF Presidential Campaign - Huye District.

“When we say that we cannot wait, what we mean is that we want to get it out of the way so that we can return to the work of transforming this country, as fast as possible. To the young people who are here in large numbers, and all those I have seen where we were in the past few days, it is impossible not to hope when we look at you. We cannot lose momentum. And I know you will not either. ” Chairman Kagame | RPF Presidential Campaign - Huye District.

FPR-Inkotanyi

13,982 просмотров • 2 лет назад

Matt Hougan says a handful of mega-caps are sucking capital from the rest of the market, and if they roll over, $BTC ends up doing exceptionally well "I think some of that underperformance is those 5 or 10 names sucking capital out of the other names, more so than poor economic performance or poor economic earnings. I would guess if you looked at the overall earnings of the S&P 500, they may tell a different story than performance." "We felt that so acutely in crypto, where AI was sucking capital out of crypto for a while, and that definitely contributed to the last bear market cycle. So I think there's an element of that in it as well." "You have to be a little bit worried about it. You have to play the game in your head of what happens if that crash happens. As crypto investors, we should ask, what happens if that crash happens? I think in the end it ends up with Bitcoin doing exceptionally well, but there might be a little hiccup in the middle. But I see no signs that we're rolling over."

Matt Hougan says a handful of mega-caps are sucking capital from the rest of the market, and if they roll over, $BTC ends up doing exceptionally well "I think some of that underperformance is those 5 or 10 names sucking capital out of the other names, more so than poor economic performance or poor economic earnings. I would guess if you looked at the overall earnings of the S&P 500, they may tell a different story than performance." "We felt that so acutely in crypto, where AI was sucking capital out of crypto for a while, and that definitely contributed to the last bear market cycle. So I think there's an element of that in it as well." "You have to be a little bit worried about it. You have to play the game in your head of what happens if that crash happens. As crypto investors, we should ask, what happens if that crash happens? I think in the end it ends up with Bitcoin doing exceptionally well, but there might be a little hiccup in the middle. But I see no signs that we're rolling over."

The Wolf Of All Streets

26,332 просмотров • 5 дней назад

The Idea of NHI on Earth. ⬇️⬇️⬇️ 🔥"The gravity of it goes up a whole lot if it goes from the theoretical to the verified." ~Dr. Phil 🔥 "There have been people that have reported being abducted over the years. What's the intent behind that? Is it medical? Is it more nefarious?" ~BZ to Dr. Phil (I'm so glad Bryce went there.) "There will be people...who likely are going to need some some assistance to help deal with this because it is so far-reaching and for some people, potentially, very frightening." ~Mellon ~ Dr. Phil: "We know in the last 80 years there have been no overt hostile acts that we know about. That doesn't mean there could be things happening that are attributable to these forces that we don't know about. But, we certainly don't have any attacks that we can attribute to these UAPs or whatever." (Well, there's Colares in 1977. If that was non-human in nature, I'd say that qualifies as overt. And the Thomas Mantell incident in 1948 where he crashed and died after pursuing a UFO. Was that overt? Unfortunately, we don't know what happened and probably never will.) Dr. Phil: "And if the best predictor of future behavior is past behavior, I think people can take some comfort in knowing that if they were gonna melt us with a ray gun or something of that nature, they've had ample opportunity to do that. "They may have been here 1000 years before we were here. Who knows what the situation is? But we do know that as long as we've been monitoring this and tracking it, there have been no overt hostile acts and I think people can take some comfort in that, and should." (See the work of Peter Levenda for a deeper look at that. "They might have been attacking us for centuries already, in ways that make sense to them... What if they are attacking us through the manipulation of consciousness? ~Peter Levenda More... ⬇️⬇️⬇️ ~ (I'm glad Bryce pushed back a bit.) Bryce Zabel: "They should. The only thing I would say is, if we're dealing with a non-human intelligence - or an NHI, as we like to say now - we'd have to assume that they think differently than us. So even in our own world, in the United States, we tend to think in four-year terms because of presidential terms, right? So you can't get something off the ground if it can't get done right away. The Chinese may think in 100-year terms when they think about Taiwan or whatever. "It's possible there are alien or non-human intelligences that think in a different time frame. If their time frame was 1000 years, then they could just be getting started. "And on the topic of the nuclear issue, which I share concern of. I mean, I think the nuclear issue means it is at least a national-security issue of some kind. Now, I've heard people talk about this, Dr. Phil, two different ways. Some people say, 'Well, you know, they're looking at our nuclear capabilities because they want to protect us from ourselves.' "Okay, that's great, I hope that's true. But the other would be: what do you do before you actually go to war with anybody, is you do reconnaissance. You try to find out what the other guy has. What are their assets? What are their capabilities?" (That may freak out some people but all angles should be considered.) Zabel: "So, I think the problem that we need to overcome in this country is getting to a place where we understand this phenomenon that we're encountering enough that we can at least start to figure out intent. What is the intent? "There have been people that have reported being abducted over the years. What's the intent behind that? Is it medical? Is it more nefarious? What is it? And so, we got a lot of work to do, and I think that's why I am so supportive of your current efforts because you're, basically, saying, 'Let's get started, people. Let's really take this seriously. Let's quit fooling around and stigmatizing people that want to take it seriously, and let's get to work.' But let's get to work as a human race. Let's start sharing what we know and let's make progress. That's where I'm coming from, too." (Bringing up abductions is important because it IS part of this discussion and it shouldn't be avoided. Kudos to Bryce!) Dr. Phil: "I saw a study that said 71% of Americans believe that there are aliens that have been or are in our earthly space. And it's interesting...I read that in one context, it said, 'Look, this is not going to be such a big deal if this gets verified.' "You know, there's one thing to say that in the abstract, like, 'Yeah, I think yeah probably there are.' It's a whole other different situation if you turn around and see somebody standing there. The gravity of it goes up a whole lot if it goes from the theoretical to the verified. (100%. That's my favorite part of the interview and it's so true.) Dr. Phil: "And I hope that we are going to put enough context around this, particularly knowing that there are segments of our population that are very vulnerable. There are some elderly folks that aren't up on technology and might be overwhelmed by the reality of this. "We have certain populations that might be easily disoriented or destabilized in the mental emotional fringes of the population. And I worry about those that are easily exploitable. You know, you need to get out of the urban areas, buy our buried school bus in the mountains, and you'll be safe forever. You know the con artists and the scammers are going to find every opportunity to prey upon those that are concerned and worried about this. "And I think we need to be prepared to take care of those that might be destabilized by this information that's coming out right now, we can't pretend they aren't there. We've made those mistakes in the past, like during COVID, for example. There are those that are more impacted than others, and we need to be prepared to handle that." Christopher K. Mellon: "We, recently, commissioned a study by a group of six psychologists, PhD psychologists, on this topic of how the public would receive this information. And it was generally very encouraging. And what they found was that the great bulk of the population, as they have in the past with other epical changes such as the Copernican principle, or evolution, or general relativity, it takes people a while to process this information. There's a period of resistance. But most people will get up, get out of bed, go to work the next day. They're not devastated, even though there's nothing quite comparable to this, perhaps." (There's no perhaps. A government or respected figure admitting that we're not alone on this planet would be unprecedented and there is NOTHING we can compare it to.) Mellon: "What the study did find is that there is likely, however, to be a subset of people, maybe 15% of the population, that are going to need some help. And that we are not necessarily prepared in our present state to provide that kind of assistance, and we need to be doing more to get ready for that." (If he's talking world population, that's about 1.2 BILLION people who are going to need some help dealing with this. Holy crap. 😬) Mellon: "And also, to work on the messaging. The messaging is so important, clear and consistent messaging from the government, trying to develop trust with the American people so that the information is is accepted and acted on." (For me, I want the whole truth more than the right "message.") Mellon: "A lot of the difference will be people who can't get their head around it, even though they really understand it. But because of their own belief structure, the architecture of their own belief structure, for some reason, in their particular individual case, it's particularly threatening or disruptive. "So there will be people who fall into that category, according to this study, who likely are going to need some some assistance to help deal with this because it is so far-reaching and for some people, potentially, very frightening."

The Idea of NHI on Earth. ⬇️⬇️⬇️ 🔥"The gravity of it goes up a whole lot if it goes from the theoretical to the verified." ~Dr. Phil 🔥 "There have been people that have reported being abducted over the years. What's the intent behind that? Is it medical? Is it more nefarious?" ~BZ to Dr. Phil (I'm so glad Bryce went there.) "There will be people...who likely are going to need some some assistance to help deal with this because it is so far-reaching and for some people, potentially, very frightening." ~Mellon ~ Dr. Phil: "We know in the last 80 years there have been no overt hostile acts that we know about. That doesn't mean there could be things happening that are attributable to these forces that we don't know about. But, we certainly don't have any attacks that we can attribute to these UAPs or whatever." (Well, there's Colares in 1977. If that was non-human in nature, I'd say that qualifies as overt. And the Thomas Mantell incident in 1948 where he crashed and died after pursuing a UFO. Was that overt? Unfortunately, we don't know what happened and probably never will.) Dr. Phil: "And if the best predictor of future behavior is past behavior, I think people can take some comfort in knowing that if they were gonna melt us with a ray gun or something of that nature, they've had ample opportunity to do that. "They may have been here 1000 years before we were here. Who knows what the situation is? But we do know that as long as we've been monitoring this and tracking it, there have been no overt hostile acts and I think people can take some comfort in that, and should." (See the work of Peter Levenda for a deeper look at that. "They might have been attacking us for centuries already, in ways that make sense to them... What if they are attacking us through the manipulation of consciousness? ~Peter Levenda More... ⬇️⬇️⬇️ ~ (I'm glad Bryce pushed back a bit.) Bryce Zabel: "They should. The only thing I would say is, if we're dealing with a non-human intelligence - or an NHI, as we like to say now - we'd have to assume that they think differently than us. So even in our own world, in the United States, we tend to think in four-year terms because of presidential terms, right? So you can't get something off the ground if it can't get done right away. The Chinese may think in 100-year terms when they think about Taiwan or whatever. "It's possible there are alien or non-human intelligences that think in a different time frame. If their time frame was 1000 years, then they could just be getting started. "And on the topic of the nuclear issue, which I share concern of. I mean, I think the nuclear issue means it is at least a national-security issue of some kind. Now, I've heard people talk about this, Dr. Phil, two different ways. Some people say, 'Well, you know, they're looking at our nuclear capabilities because they want to protect us from ourselves.' "Okay, that's great, I hope that's true. But the other would be: what do you do before you actually go to war with anybody, is you do reconnaissance. You try to find out what the other guy has. What are their assets? What are their capabilities?" (That may freak out some people but all angles should be considered.) Zabel: "So, I think the problem that we need to overcome in this country is getting to a place where we understand this phenomenon that we're encountering enough that we can at least start to figure out intent. What is the intent? "There have been people that have reported being abducted over the years. What's the intent behind that? Is it medical? Is it more nefarious? What is it? And so, we got a lot of work to do, and I think that's why I am so supportive of your current efforts because you're, basically, saying, 'Let's get started, people. Let's really take this seriously. Let's quit fooling around and stigmatizing people that want to take it seriously, and let's get to work.' But let's get to work as a human race. Let's start sharing what we know and let's make progress. That's where I'm coming from, too." (Bringing up abductions is important because it IS part of this discussion and it shouldn't be avoided. Kudos to Bryce!) Dr. Phil: "I saw a study that said 71% of Americans believe that there are aliens that have been or are in our earthly space. And it's interesting...I read that in one context, it said, 'Look, this is not going to be such a big deal if this gets verified.' "You know, there's one thing to say that in the abstract, like, 'Yeah, I think yeah probably there are.' It's a whole other different situation if you turn around and see somebody standing there. The gravity of it goes up a whole lot if it goes from the theoretical to the verified. (100%. That's my favorite part of the interview and it's so true.) Dr. Phil: "And I hope that we are going to put enough context around this, particularly knowing that there are segments of our population that are very vulnerable. There are some elderly folks that aren't up on technology and might be overwhelmed by the reality of this. "We have certain populations that might be easily disoriented or destabilized in the mental emotional fringes of the population. And I worry about those that are easily exploitable. You know, you need to get out of the urban areas, buy our buried school bus in the mountains, and you'll be safe forever. You know the con artists and the scammers are going to find every opportunity to prey upon those that are concerned and worried about this. "And I think we need to be prepared to take care of those that might be destabilized by this information that's coming out right now, we can't pretend they aren't there. We've made those mistakes in the past, like during COVID, for example. There are those that are more impacted than others, and we need to be prepared to handle that." Christopher K. Mellon: "We, recently, commissioned a study by a group of six psychologists, PhD psychologists, on this topic of how the public would receive this information. And it was generally very encouraging. And what they found was that the great bulk of the population, as they have in the past with other epical changes such as the Copernican principle, or evolution, or general relativity, it takes people a while to process this information. There's a period of resistance. But most people will get up, get out of bed, go to work the next day. They're not devastated, even though there's nothing quite comparable to this, perhaps." (There's no perhaps. A government or respected figure admitting that we're not alone on this planet would be unprecedented and there is NOTHING we can compare it to.) Mellon: "What the study did find is that there is likely, however, to be a subset of people, maybe 15% of the population, that are going to need some help. And that we are not necessarily prepared in our present state to provide that kind of assistance, and we need to be doing more to get ready for that." (If he's talking world population, that's about 1.2 BILLION people who are going to need some help dealing with this. Holy crap. 😬) Mellon: "And also, to work on the messaging. The messaging is so important, clear and consistent messaging from the government, trying to develop trust with the American people so that the information is is accepted and acted on." (For me, I want the whole truth more than the right "message.") Mellon: "A lot of the difference will be people who can't get their head around it, even though they really understand it. But because of their own belief structure, the architecture of their own belief structure, for some reason, in their particular individual case, it's particularly threatening or disruptive. "So there will be people who fall into that category, according to this study, who likely are going to need some some assistance to help deal with this because it is so far-reaching and for some people, potentially, very frightening."

Joe Murgia

31,404 просмотров • 3 месяцев назад

Avichal Garg on his $5-10M $BTC thesis "The way we've always thought about it is, this is digital gold. It's a fixed supply asset, it's easy to transport, it's easy to subdivide, it's a global liquid market." "People in the United States sometimes, or people in the west sometimes, forget how easy it is for us to acquire gold. You can go to the store and buy some, or you can get some gold futures. In a lot of the world, you can't get gold that easily. And people want it, people want dollars and gold." "So I tend to think as many people will have BTC as hold gold. If you just look at it from a market cap perspective, if BTC and gold get to a similar market cap, you're talking well in excess of a million dollars per BTC." "One of the lessons of the internet is, when you put things on a phone, you get addressable market expansion. Back in the day people used to talk about, how could Uber possibly be worth more than $10 billion, because the entire taxi industry is only worth $10 billion. Without realizing that when you put Uber on one of these things, all of a sudden 10x as many people can do it." "If you went back 15 years and told your friends there are gonna be 10 companies worth more than a trillion dollars, nobody would have believed you. So I don't think it's crazy that BTC ends up being bigger than gold in the fullness of time."

Avichal Garg on his $5-10M $BTC thesis "The way we've always thought about it is, this is digital gold. It's a fixed supply asset, it's easy to transport, it's easy to subdivide, it's a global liquid market." "People in the United States sometimes, or people in the west sometimes, forget how easy it is for us to acquire gold. You can go to the store and buy some, or you can get some gold futures. In a lot of the world, you can't get gold that easily. And people want it, people want dollars and gold." "So I tend to think as many people will have BTC as hold gold. If you just look at it from a market cap perspective, if BTC and gold get to a similar market cap, you're talking well in excess of a million dollars per BTC." "One of the lessons of the internet is, when you put things on a phone, you get addressable market expansion. Back in the day people used to talk about, how could Uber possibly be worth more than $10 billion, because the entire taxi industry is only worth $10 billion. Without realizing that when you put Uber on one of these things, all of a sudden 10x as many people can do it." "If you went back 15 years and told your friends there are gonna be 10 companies worth more than a trillion dollars, nobody would have believed you. So I don't think it's crazy that BTC ends up being bigger than gold in the fullness of time."

The Wolf Of All Streets

31,248 просмотров • 18 дней назад