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NEW EPISODE - Is Variational the Next Hyperliquid? Variational isn’t trying to be another perp exchange. Lucas Schuermann (lucas.var) & Justin Bram break down its broker model, how it taps into TradFi liquidity, why swaps could be a better retail primitive for RWAs, and the vision for accessing thousands...

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Bankless

412,190 subscribers

68,568 次观看 • 3 天前 •via X (Twitter)

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14 条评论

Steve_stonks 的头像
Steve_stonks3 天前

@variational_io @variational_lvs @JustinCBram Variational is the biggest project of this year 🏆

Base 的头像
Base3 天前

@variational_io @variational_lvs @JustinCBram gvar

robin 的头像
robin3 天前

@DevAfri @variational_io @variational_lvs @JustinCBram Gvar 💙💙💙

Leo XBT 的头像
Leo XBT3 天前

@variational_io @variational_lvs @JustinCBram Variational is going to make a lot of millionaires

Last161.eth 的头像
Last161.eth3 天前

@variational_io @variational_lvs @JustinCBram With all due respect, you shouldn't put Variational in the same category as HL it's a different product! gVAR

Caramel 的头像
Caramel3 天前

@variational_io @variational_lvs @JustinCBram gVar

KhaiDao 的头像
KhaiDao2 天前

@variational_io @variational_lvs @JustinCBram broker model for perps could actually work, retail doesn't need another venue

TronCienia 的头像
TronCienia3 天前

@variational_io @variational_lvs @JustinCBram gVar

Filthy 的头像
Filthy2 天前

@variational_io @variational_lvs @JustinCBram gvar

celavy 的头像
celavy3 天前

@variational_io @variational_lvs @JustinCBram variational

Stew1000 (Ø,G) 👾🛡️ 的头像
Stew1000 (Ø,G) 👾🛡️3 天前

@variational_io @variational_lvs @JustinCBram Bookmarked will be listening!

Reinforce.fi | Stablecoin Yield 的头像
Reinforce.fi | Stablecoin Yield3 天前

@variational_io @variational_lvs @JustinCBram a broker model tapping TradFi liquidity is a different risk profile than a perp exchange matching onchain order flow, does the swap primitive settle onchain or off

lowiqdegen.var 的头像
lowiqdegen.var3 天前

@variational_io @variational_lvs @JustinCBram Gvar

고조 체인 的头像
고조 체인3 天前

@variational_io @variational_lvs @JustinCBram The broker model is the only way to get real volume onchain

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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

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88,400 次观看 • 2 个月前

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62,286 次观看 • 1 年前

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15,512 次观看 • 3 个月前

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DROPS E38: Vanta Trading - The Best Traders Won't Be Human Arrash is the founder and CEO of Vanta Trading, a decentralized prop trading platform built on Bittensor. He spent years as a quant trader building his own strategies before deciding the entire funded-account industry needed to be rebuilt from the ground up. We talk about: - Why most "funded accounts" trade on money that doesn't exist - Why your payout was never real - How prop firms intentionally change rules and spreads before you cash out - Why the best traders of the future won't be human And much more… Timestamps: 0:00 Introduction 1:48 Founder of Vanta 3:08 Explaining Vanta to an Uber Driver 3:26 Unfair vs Fair Funding 6:37 How do they make money? 8:33 How a Legit Prop Firm Makes Money 9:43 Founder's Journey Into Entrepreneurship 10:42 Discovering Crypto & Blockchain 13:03 From LinkedIn Engineer to Quant Trader 15:22 Trading Strategies 16:13 How Trading Is Changing? 18:39 Why TradFi Should Fear Hyperliquid 19:16 Building on BitTensor 21:43 Explaining BitTensor Simply 22:03 How BitTensor Creates Value 23:17 BitTensor's Structure 24:36 BitTensor as Crypto AI 25:35 Is the BitTensor Hype Justified? 27:09 Revenue & Profitability in BitTensor 29:17 Role of TAO 29:51 Advantages & Limitations of BitTensor ecosystem 31:56 What Is Vanta? 32:26 Why No One Fixed Prop Trading Before 33:12 Is the Entire Industry a Scam? 34:17 How Prop Firms Really Make Money 35:35 How Vanta Is Different 38:33 Copy Trading Explained 39:30 Vanta's Business Model 40:28 Dark Reality Behind Funded Accounts 43:48 Long-Term Vision for Vanta 44:50 What Happens If Too Many Traders Win? 46:25 Future Belongs to AI Traders 47:59 Vanta's Endgame 49:14 Conclusion

MR SHIFT 🦁

37,896 次观看 • 3 个月前

LIVE NOW - Crypto Without Privacy Isn’t Crypto: The $ZEC Bull Case mert and Tushar Jain join us to make the case for Zcash 🛡️ as crypto’s private store of value. In the episode: - why privacy may be crypto’s missing primitive, - the “private Bitcoin” thesis, - how $ZEC becomes a Schelling point, - shielded pools, quantum risk, and the return of cypherpunk money. Enjoy. -------------- TIMESTAMPS 0:00 Why Multicoin Got Interested in Zcash 5:22 Mert’s Path from Solana to Zcash 9:57 Why Zcash, Why Now? 17:01 The Institutional Path for Private Money 22:03 Zcash as a Private Store of Value 25:27 Fungibility, Tainted Coins, and Financial History 27:26 The Bear Case: Does Anyone Really Care About Privacy? 34:43 Onchain Surveillance and Government Power 39:13 Zcash Tokenomics and the Forgotten Coin Thesis 44:58 The Last PVE in Crypto 50:17 Zcash and the Quantum Threat 59:14 Shielded Pool Growth and Upcoming Catalysts
1:03:54

LIVE NOW - Crypto Without Privacy Isn’t Crypto: The $ZEC Bull Case mert and Tushar Jain join us to make the case for Zcash 🛡️ as crypto’s private store of value. In the episode: - why privacy may be crypto’s missing primitive, - the “private Bitcoin” thesis, - how $ZEC becomes a Schelling point, - shielded pools, quantum risk, and the return of cypherpunk money. Enjoy. -------------- TIMESTAMPS 0:00 Why Multicoin Got Interested in Zcash 5:22 Mert’s Path from Solana to Zcash 9:57 Why Zcash, Why Now? 17:01 The Institutional Path for Private Money 22:03 Zcash as a Private Store of Value 25:27 Fungibility, Tainted Coins, and Financial History 27:26 The Bear Case: Does Anyone Really Care About Privacy? 34:43 Onchain Surveillance and Government Power 39:13 Zcash Tokenomics and the Forgotten Coin Thesis 44:58 The Last PVE in Crypto 50:17 Zcash and the Quantum Threat 59:14 Shielded Pool Growth and Upcoming Catalysts

Bankless

195,072 次观看 • 4 个月前

A new episode of Hivemind is out now! In this special in-person episode, the team discusses crypto’s move from experimentation to adoption, the rise of tokenization, and why onchain options could be the next major opportunity. Timestamps: 00:00 Intro & Market Surprises 06:00 Tokenization, Zcash & Crypto’s Winners 20:51 Onchain Options: The Next Big Opportunity? 32:52 Is Crypto Still the Frontier? 46:40 AI Labs, Infrastructure & Bubble Risks 1:08:00 What We’re Avoiding 1:20:34 Biggest Risks & What Comes Next
1:28:20

A new episode of Hivemind is out now! In this special in-person episode, the team discusses crypto’s move from experimentation to adoption, the rise of tokenization, and why onchain options could be the next major opportunity. Timestamps: 00:00 Intro & Market Surprises 06:00 Tokenization, Zcash & Crypto’s Winners 20:51 Onchain Options: The Next Big Opportunity? 32:52 Is Crypto Still the Frontier? 46:40 AI Labs, Infrastructure & Bubble Risks 1:08:00 What We’re Avoiding 1:20:34 Biggest Risks & What Comes Next

Delphi Digital

250,394 次观看 • 5 天前

Altcoin options notional is up 3.5x this year on Wintermute. Capital efficiency is driving it. Traders care about vol profiles, catalysts, and surface structure, not the underlying itself. Jasper De Maere, OTC trader at Wintermute, breaks it down: "with options, the underlying itself doesn't really matter. they just look at the vol profile, what the surface looks like, are there meaningful catalysts." 0:00 Meet Jasper: Wintermute's OTC Desk 1:10 From TradFi to Crypto 3:36 What an OTC Desk Actually Does 5:10 The Rise of Altcoin Options 10:15 Structured Products in Crypto 13:46 Where Institutions Still Have an Edge 15:10 Inside October 10th: The Liquidation Cascade 18:44 Has Retail Left Crypto for Equities? 22:53 Is the Four-Year Cycle Dead? 23:44 Why Bear Markets Are Healthy 25:51 AI and the End of the Order Book? 30:27 Vaults & the Rise of VTFs 34:00 Curation vs. Distribution: Why Vaults Aren't Trillions Yet 34:56 Can Options Strategies Move On-Chain? 37:56 What Brings Retail to Options 44:18 What Is Jasper Buying Right Now? 45:00 What's Most Exciting for the Next 12 Months
46:43

Altcoin options notional is up 3.5x this year on Wintermute. Capital efficiency is driving it. Traders care about vol profiles, catalysts, and surface structure, not the underlying itself. Jasper De Maere, OTC trader at Wintermute, breaks it down: "with options, the underlying itself doesn't really matter. they just look at the vol profile, what the surface looks like, are there meaningful catalysts." 0:00 Meet Jasper: Wintermute's OTC Desk 1:10 From TradFi to Crypto 3:36 What an OTC Desk Actually Does 5:10 The Rise of Altcoin Options 10:15 Structured Products in Crypto 13:46 Where Institutions Still Have an Edge 15:10 Inside October 10th: The Liquidation Cascade 18:44 Has Retail Left Crypto for Equities? 22:53 Is the Four-Year Cycle Dead? 23:44 Why Bear Markets Are Healthy 25:51 AI and the End of the Order Book? 30:27 Vaults & the Rise of VTFs 34:00 Curation vs. Distribution: Why Vaults Aren't Trillions Yet 34:56 Can Options Strategies Move On-Chain? 37:56 What Brings Retail to Options 44:18 What Is Jasper Buying Right Now? 45:00 What's Most Exciting for the Next 12 Months

Paradigm

13,912 次观看 • 3 个月前

The Real Reason Institutions Need Onchain Privacy (Insider Take) with Zama founder Rand Timestamps: 00:00 Intro 01:26 First Confidential Vault Hit $40M TVL 02:43 15 New Vaults Five New Assets Live 04:02 Confidential Swap Protocol Launched 05:53 Institutions Need Confidentiality To Scale 08:14 Millions Of Vaults Is The Vision 10:33 Confidential Bitcoin Yield Is Real 12:44 Encrypted Voting And Blind Auctions Onchain 14:55 FHE Explained Without The Math 17:06 MEV And Front Running Problem Solved 19:14 Zama Token Economics Explained 21:33 Gas Fees Are The Wrong Monetization Model 23:44 100% Of Fees Into Buyback And Growth 25:06 Wintermute Bitwise Flow Desk All In 26:43 Every Onchain Transaction Will Be Encrypted
27:44

The Real Reason Institutions Need Onchain Privacy (Insider Take) with Zama founder Rand Timestamps: 00:00 Intro 01:26 First Confidential Vault Hit $40M TVL 02:43 15 New Vaults Five New Assets Live 04:02 Confidential Swap Protocol Launched 05:53 Institutions Need Confidentiality To Scale 08:14 Millions Of Vaults Is The Vision 10:33 Confidential Bitcoin Yield Is Real 12:44 Encrypted Voting And Blind Auctions Onchain 14:55 FHE Explained Without The Math 17:06 MEV And Front Running Problem Solved 19:14 Zama Token Economics Explained 21:33 Gas Fees Are The Wrong Monetization Model 23:44 100% Of Fees Into Buyback And Growth 25:06 Wintermute Bitwise Flow Desk All In 26:43 Every Onchain Transaction Will Be Encrypted

The Rollup

19,199 次观看 • 18 天前

“Who is left to buy?” StonkTrump joins the Insilico Terminal Podcast to talk options flow, institutional positioning and trading market extremes. We covered buying while the news still looks terrible, the semiconductor unwind, crowded trades, crypto’s edge in TradFi and Bitcoin’s setup into the fall. 00:00 From crypto to options 06:30 Meme stocks, silver and early trading lessons 14:07 Reading institutional positioning at market extremes 24:22 Finding stocks through options flow 32:50 Why TradFi beats onchain complexity 38:10 What crypto traders can learn from equities 42:18 The AI bull case and the next market correction 50:04 When a trade becomes too crowded 55:25 Bitcoin’s setup into the fall
59:03

“Who is left to buy?” StonkTrump joins the Insilico Terminal Podcast to talk options flow, institutional positioning and trading market extremes. We covered buying while the news still looks terrible, the semiconductor unwind, crowded trades, crypto’s edge in TradFi and Bitcoin’s setup into the fall. 00:00 From crypto to options 06:30 Meme stocks, silver and early trading lessons 14:07 Reading institutional positioning at market extremes 24:22 Finding stocks through options flow 32:50 Why TradFi beats onchain complexity 38:10 What crypto traders can learn from equities 42:18 The AI bull case and the next market correction 50:04 When a trade becomes too crowded 55:25 Bitcoin’s setup into the fall

Insilico Terminal

21,417 次观看 • 1 个月前

LIVE NOW -- Aerodrome’s Vision: Scaling Onchain Markets | Alex Cutler In this episode of Bankless TV, we chat with alexander from Aerodrome about the innovative decentralized exchange model on the Base blockchain. He explains how Aerodrome, a meta-DEX evolving from Velodrome, merges the best features of platforms like Curve and Uniswap. We discuss its dominance on Base, plans for future integration with Ethereum, and the upcoming collaboration with Coinbase 🛡️ to expand token access. [TIMESTAMPS] 0:11 Introduction to Aerodrome 4:17 DEX Dominance and Market Strategy 6:47 Building on Base 14:00 Token Integration with Coinbase 17:38 Future Assets and Market Dynamics
25:55

LIVE NOW -- Aerodrome’s Vision: Scaling Onchain Markets | Alex Cutler In this episode of Bankless TV, we chat with alexander from Aerodrome about the innovative decentralized exchange model on the Base blockchain. He explains how Aerodrome, a meta-DEX evolving from Velodrome, merges the best features of platforms like Curve and Uniswap. We discuss its dominance on Base, plans for future integration with Ethereum, and the upcoming collaboration with Coinbase 🛡️ to expand token access. [TIMESTAMPS] 0:11 Introduction to Aerodrome 4:17 DEX Dominance and Market Strategy 6:47 Building on Base 14:00 Token Integration with Coinbase 17:38 Future Assets and Market Dynamics

Bankless

39,434 次观看 • 1 年前