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Why the War Over the USDH Ticker on Hyperliquid Is Bullish for Crypto This week’s crypto’s hottest drama: the USDH ticker war 💥 On Unchained, MegaETH’s Shuyao Kong explains: 🤝 Why “ecosystem alignment” matters 🤔 What this means for onchain governance 💸 Yield-chasers vs. yield-agnostics in stablecoins 🔥 Who...

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Laura Shin

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83,078 görüntüleme • 10 ay önce •via X (Twitter)

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Bits + Bips: Hyperliquid’s USDH Bidding War & Why the DAT Model Is Broken On Bits + Bips: Kavita Gupta, Alex Thorn & sam.frax debate: 💥 The Hyperliquid USDH bidding war ⚠️ DATs raising w/o accountability 📊 Solana vs. L2s for tokenized stocks And more! Timestamps: 🎬 0:00 Intro 🔥 4:17 The bidding war for Hyperliquid’s USDH 🗳️ 25:12 Whether the Hyperliquid DAO is truly decentralized ⚠️ 29:22 Are DATs already broken as a product? 🌶️ 35:00 How some DATs avoid fulfilling their promises after raising money 📈 40:27 Why yield-maximization is critical for DATs—and what risks it creates 💵 53:22 Where the trillion-dollar opportunity in stablecoins might actually be 🏛️ 55:35 Why tokenized stocks belong on L1s, not L2s
1:06:06

Bits + Bips: Hyperliquid’s USDH Bidding War & Why the DAT Model Is Broken On Bits + Bips: Kavita Gupta, Alex Thorn & sam.frax debate: 💥 The Hyperliquid USDH bidding war ⚠️ DATs raising w/o accountability 📊 Solana vs. L2s for tokenized stocks And more! Timestamps: 🎬 0:00 Intro 🔥 4:17 The bidding war for Hyperliquid’s USDH 🗳️ 25:12 Whether the Hyperliquid DAO is truly decentralized ⚠️ 29:22 Are DATs already broken as a product? 🌶️ 35:00 How some DATs avoid fulfilling their promises after raising money 📈 40:27 Why yield-maximization is critical for DATs—and what risks it creates 💵 53:22 Where the trillion-dollar opportunity in stablecoins might actually be 🏛️ 55:35 Why tokenized stocks belong on L1s, not L2s

Laura Shin

11,199 görüntüleme • 10 ay önce

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 (fka Zashi) 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 (fka Zashi) 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 🦁

575,445 görüntüleme • 4 ay önce

Ever since its airdrop in November, $HYPE has been on a tear 🔥. On Unchained, Arthur Hayes & Hans explain: 🚀 what actually fueled Hyperliquid’s rise 🪙 why the Wynn saga looks like a clever farm 📉 how Robinhood and Coinbase could be a real threat 🧠 and why HIP-3 is the DEX “holy grail” Timestamps: 🎬 0:00 Intro 🔥 3:25 Why Arthur says the future of perps is onchain—and what that changes 🚀 6:58 How Hyperliquid managed to climb the ranks without VCs 🧱 9:45 Whether being its own L1 gives Hyperliquid an edge 🔍 12:44 How Hanson adapts market making in a fully transparent environment 🕵️‍♂️ 16:40 Why Arthur doesn’t buy the James Wynn story 💸 20:56 Whether the types of traders on Hyperliquid are different than on other venues ⚔️ 22:14 How Hyperliquid could defend itself when Coinbase and Robinhood enter the arena 🔐 26:18 What Arthur and Hanson think about Jeff Yan’s post saying transparency benefits users 🐙 32:59 Did Binance and OKX try to sabotage Hyperliquid during the $JELLY event? 📊 38:24 Arthur answers his own question of whether Hyperliquid takes on Binance’s trading volume 🌘 42:20 Whether dark pool DEXes can fix transparency without killing decentralization 🔧 47:15 Why Hanson thinks the security FUD around Hyperliquid is overblown 🌏 50:20 Whether Asia’s crypto communities care less about decentralization 🧠 52:34 How Hyperliquid’s ecosystem play with HyperEVM could reshape its future 🏆 55:52 Why Arthur calls HIP-3 the “holy grail” for DEXes 🪙 1:00:01 Whether the HYPE buyback program is a good idea 📈 1:02:49 What Hyperliquid must get right as Coinbase and Robinhood show up Thank you to our sponsors! Xapo Bank Bitwise
1:20:08

Ever since its airdrop in November, $HYPE has been on a tear 🔥. On Unchained, Arthur Hayes & Hans explain: 🚀 what actually fueled Hyperliquid’s rise 🪙 why the Wynn saga looks like a clever farm 📉 how Robinhood and Coinbase could be a real threat 🧠 and why HIP-3 is the DEX “holy grail” Timestamps: 🎬 0:00 Intro 🔥 3:25 Why Arthur says the future of perps is onchain—and what that changes 🚀 6:58 How Hyperliquid managed to climb the ranks without VCs 🧱 9:45 Whether being its own L1 gives Hyperliquid an edge 🔍 12:44 How Hanson adapts market making in a fully transparent environment 🕵️‍♂️ 16:40 Why Arthur doesn’t buy the James Wynn story 💸 20:56 Whether the types of traders on Hyperliquid are different than on other venues ⚔️ 22:14 How Hyperliquid could defend itself when Coinbase and Robinhood enter the arena 🔐 26:18 What Arthur and Hanson think about Jeff Yan’s post saying transparency benefits users 🐙 32:59 Did Binance and OKX try to sabotage Hyperliquid during the $JELLY event? 📊 38:24 Arthur answers his own question of whether Hyperliquid takes on Binance’s trading volume 🌘 42:20 Whether dark pool DEXes can fix transparency without killing decentralization 🔧 47:15 Why Hanson thinks the security FUD around Hyperliquid is overblown 🌏 50:20 Whether Asia’s crypto communities care less about decentralization 🧠 52:34 How Hyperliquid’s ecosystem play with HyperEVM could reshape its future 🏆 55:52 Why Arthur calls HIP-3 the “holy grail” for DEXes 🪙 1:00:01 Whether the HYPE buyback program is a good idea 📈 1:02:49 What Hyperliquid must get right as Coinbase and Robinhood show up Thank you to our sponsors! Xapo Bank Bitwise

Laura Shin

52,573 görüntüleme • 1 yıl önce

The public sale of crypto’s newest L2 sold out and allocations were revealed Thursday. But can MegaETH succeed in building a UX similar to Web2? On Unchained, MegaETH’s Shuyao Kong & amir joined me to discuss: ⏱ Real-time blockchain (10ms latency) 🔁 Rotating sequencers 💰 Why they skipped an airdrop 🔥 $MEGA tokenomics and utility 👷 How they are attracting world-class builders Timestamps: 🚀 0:00 Introduction 🧱 1:47 Why #MegaETH chose to build as an Ethereum layer 2, not a new layer 1 ⚡ 5:10 How it plans to stand out from #Arbitrum, #Base, and other successful L2s 🔓 9:53 Why Shuyao says many L2s are actually more decentralized than L1s 🧩 11:16 Whether MegaETH plans to decentralize its sequencer 💰 13:43 The utility of the $MEGA token—and how Tesla and Ethereum inspired it 📍 16:58 How “proximity markets” work ⛽ 18:09 How MegaETH designed its gas model and tokenomics 🎯 21:28 The philosophy behind the public sales 😬 25:13 Why Shuyao says the soulbound NFT sale didn’t go as planned 📊 27:29 How MegaETH decided allocations in its latest sale 🙅‍♂️ 30:39 Why the team rejected the airdrop model entirely 🤝 32:00 How early community members earned 25% of the sale allocation 🕵️‍♀️ 34:46 How MegaETH scored onchain users and detected Sybil clusters 💳 39:36 Why MegaETH has its own native stablecoin, USDm 👷 41:34 How the project hopes to attract the best builders 🔥 46:00 The kinds of apps that are “only possible” on MegaETH 🎯 50:35 What’s next for MegaETH
57:05

The public sale of crypto’s newest L2 sold out and allocations were revealed Thursday. But can MegaETH succeed in building a UX similar to Web2? On Unchained, MegaETH’s Shuyao Kong & amir joined me to discuss: ⏱ Real-time blockchain (10ms latency) 🔁 Rotating sequencers 💰 Why they skipped an airdrop 🔥 $MEGA tokenomics and utility 👷 How they are attracting world-class builders Timestamps: 🚀 0:00 Introduction 🧱 1:47 Why #MegaETH chose to build as an Ethereum layer 2, not a new layer 1 ⚡ 5:10 How it plans to stand out from #Arbitrum, #Base, and other successful L2s 🔓 9:53 Why Shuyao says many L2s are actually more decentralized than L1s 🧩 11:16 Whether MegaETH plans to decentralize its sequencer 💰 13:43 The utility of the $MEGA token—and how Tesla and Ethereum inspired it 📍 16:58 How “proximity markets” work ⛽ 18:09 How MegaETH designed its gas model and tokenomics 🎯 21:28 The philosophy behind the public sales 😬 25:13 Why Shuyao says the soulbound NFT sale didn’t go as planned 📊 27:29 How MegaETH decided allocations in its latest sale 🙅‍♂️ 30:39 Why the team rejected the airdrop model entirely 🤝 32:00 How early community members earned 25% of the sale allocation 🕵️‍♀️ 34:46 How MegaETH scored onchain users and detected Sybil clusters 💳 39:36 Why MegaETH has its own native stablecoin, USDm 👷 41:34 How the project hopes to attract the best builders 🔥 46:00 The kinds of apps that are “only possible” on MegaETH 🎯 50:35 What’s next for MegaETH

Laura Shin

39,064 görüntüleme • 8 ay önce

24 hours. 17 pages. Every USDH proposal and more in one living document; my most ambitious content project in two years. Watching the Hyperliquid USDH news break and seeing the absolute madness on Crypto Twitter validated everything we're building at Stabledash. The space moves at warp speed, but not everyone wants to wade through 500 tweets, hot takes, and reply wars to understand what actually matters. You like DeFi. You care about stablecoins. But you want substance, not drama. That's who we built this for. I shut down every other project to focus on this—24 hours deep into crafting a comprehensive living document that tells the complete USDH story. What's covered: - Why USDH matters: the $220M yearly value capture - How native stablecoins create ecosystem flywheels - All proposals compared: Paxos/ Paxoslabs, Frax Finance ¤⛓️¤, Agora, Native Markets / Bridge, , , Sky - The era of protocol-owned stablecoins thesis - Curated feed of USDH content I finished the draft last night, ready to publish. Woke up to Bastion and Ethena dropping proposals. Had to rewrite entire sections. This space doesn't sleep. We'll be hosting a Stabledash Live September 11th: Paxos and Bastion confirmed. Working to bring all teams together for deeper discussion. This is what Stabledash is about: cutting through the noise. Shoutout to all the creators whose threads helped shape this. Tag others below whose analysis should be included—this document evolves with the story. / The Rollup Nass Eddequiouaq HypurrCollective.hl 🐱 sam.frax Ben O'Neill max.hl @pana067 Yannis Ignas | DeFi Alex $800 pt HL Retard @lilwee0x68 Link to the report in next tweet. ⬇️
0:35

24 hours. 17 pages. Every USDH proposal and more in one living document; my most ambitious content project in two years. Watching the Hyperliquid USDH news break and seeing the absolute madness on Crypto Twitter validated everything we're building at Stabledash. The space moves at warp speed, but not everyone wants to wade through 500 tweets, hot takes, and reply wars to understand what actually matters. You like DeFi. You care about stablecoins. But you want substance, not drama. That's who we built this for. I shut down every other project to focus on this—24 hours deep into crafting a comprehensive living document that tells the complete USDH story. What's covered: - Why USDH matters: the $220M yearly value capture - How native stablecoins create ecosystem flywheels - All proposals compared: Paxos/ Paxoslabs, Frax Finance ¤⛓️¤, Agora, Native Markets / Bridge, , , Sky - The era of protocol-owned stablecoins thesis - Curated feed of USDH content I finished the draft last night, ready to publish. Woke up to Bastion and Ethena dropping proposals. Had to rewrite entire sections. This space doesn't sleep. We'll be hosting a Stabledash Live September 11th: Paxos and Bastion confirmed. Working to bring all teams together for deeper discussion. This is what Stabledash is about: cutting through the noise. Shoutout to all the creators whose threads helped shape this. Tag others below whose analysis should be included—this document evolves with the story. / The Rollup Nass Eddequiouaq HypurrCollective.hl 🐱 sam.frax Ben O'Neill max.hl @pana067 Yannis Ignas | DeFi Alex $800 pt HL Retard @lilwee0x68 Link to the report in next tweet. ⬇️

Zach

14,095 görüntüleme • 10 ay önce

Stablecoins are everywhere, but who wins the race? 🏁 Amid the plethora of announcements we saw this week, Rob Hadick ＞|＜ & Sam MacPherson joined me to break down: 😨 Why Ethena’s USDe lost $5B in market cap in 20 days 🏦 Stripe’s Tempo vs. Circle’s Arc: can they compete with Tether? 🔥 How TradFi giants are entering the stablecoin games Timestamps: 🎬 0:00 Intro and ads: Binance 📉 1:09 Why Ethena’s #USDe plunged from $15B to $10B 🔮 5:34 Rob’s view on the future of Ethena 💸 7:06 Why Spark exited #Ethena despite being an early believer ⚔️ 11:32 Protocol-native stablecoins—and why Rob and Sam disagree about the trend 💡 21:03 What it really takes to win the stablecoin wars + what makes Tempo's strategy “interesting” 💳 32:11 Tether’s USAT launch: can it succeed? 🏦 36:27 How #Tether and #Ripple are using the same acquisition playbook 🔥 39:40 Plasma’s emissions strategy and whether it’s sustainable 🏛️ 44:10 Inside #Circle’s #Arc testnet and its 100+ institutional partners ⛓️ 51:08 #Codex and the debate: should stablechains be L1s or L2s? 💵 56:42 How Spark aims to stand out in the new wave of stablecoin competition 🏢 1:00:04 Why TradFi players are entering the space with so much strength 🚀 1:06:04 Why Rob remains so bullish on the future of #stablecoins
1:19:23

Stablecoins are everywhere, but who wins the race? 🏁 Amid the plethora of announcements we saw this week, Rob Hadick ＞|＜ & Sam MacPherson joined me to break down: 😨 Why Ethena’s USDe lost $5B in market cap in 20 days 🏦 Stripe’s Tempo vs. Circle’s Arc: can they compete with Tether? 🔥 How TradFi giants are entering the stablecoin games Timestamps: 🎬 0:00 Intro and ads: Binance 📉 1:09 Why Ethena’s #USDe plunged from $15B to $10B 🔮 5:34 Rob’s view on the future of Ethena 💸 7:06 Why Spark exited #Ethena despite being an early believer ⚔️ 11:32 Protocol-native stablecoins—and why Rob and Sam disagree about the trend 💡 21:03 What it really takes to win the stablecoin wars + what makes Tempo's strategy “interesting” 💳 32:11 Tether’s USAT launch: can it succeed? 🏦 36:27 How #Tether and #Ripple are using the same acquisition playbook 🔥 39:40 Plasma’s emissions strategy and whether it’s sustainable 🏛️ 44:10 Inside #Circle’s #Arc testnet and its 100+ institutional partners ⛓️ 51:08 #Codex and the debate: should stablechains be L1s or L2s? 💵 56:42 How Spark aims to stand out in the new wave of stablecoin competition 🏢 1:00:04 Why TradFi players are entering the space with so much strength 🚀 1:06:04 Why Rob remains so bullish on the future of #stablecoins

Laura Shin

12,011 görüntüleme • 8 ay önce

Hyperliquid 101 ft tk ⛽️ 🎙️ Arjun | LI.FI and TK talk about how Hypercore and HyperEVM actually work, what makes devs stick around, and why the whole thing still feels like it shouldn’t work — but does. If you’re curious about what’s really happening behind all the “Hyperliquid” tweets — this one’s for you. Timestamps from the episode: 0:00 – Hyperliquid is all over Twitter—but why? 3:21 – Hypercore vs HyperEVM 7:25 – Onboarding friction didn’t matter 11:07 – Hyperliquid’s “no insiders” philosophy 15:21 – A launch strategy that only worked for Hyperliquid 18:53 – Activity on Hypercore 20:57 – Why devs are building native apps on HyperEVM 23:57 – Bridging between Hypercore & EVM is still clunky 26:30 – Apps are early and the infra is fragile 31:16 – The bull case for HyperEVM 35:11 – Hyperliquid community, being a degen, and FAFO
41:27

Hyperliquid 101 ft tk ⛽️ 🎙️ Arjun | LI.FI and TK talk about how Hypercore and HyperEVM actually work, what makes devs stick around, and why the whole thing still feels like it shouldn’t work — but does. If you’re curious about what’s really happening behind all the “Hyperliquid” tweets — this one’s for you. Timestamps from the episode: 0:00 – Hyperliquid is all over Twitter—but why? 3:21 – Hypercore vs HyperEVM 7:25 – Onboarding friction didn’t matter 11:07 – Hyperliquid’s “no insiders” philosophy 15:21 – A launch strategy that only worked for Hyperliquid 18:53 – Activity on Hypercore 20:57 – Why devs are building native apps on HyperEVM 23:57 – Bridging between Hypercore & EVM is still clunky 26:30 – Apps are early and the infra is fragile 31:16 – The bull case for HyperEVM 35:11 – Hyperliquid community, being a degen, and FAFO

LI.FI

28,290 görüntüleme • 1 yıl önce

HyperMeat x Ace of nest🥩 0:00 Intro 01:26 Sponsors: Silhouette, Awaken, Purrposeful x HyBridge x PiP 02:29 Ace’s Background + Finding Hyperliquid 09:14 What Is Nest Exchange? 10:24 $Nest Tokenomics + veNEST Explained 14:03 HYPE Spring + HYPE Engine 18:11 HYPE Engine Vault Strategy 22:19 Weekly HYPE Rewards + “Raining HYPE” 24:21 Why Mercenary Farming Hurts Crypto 25:18 Earning Yield With HYPE On Nest 27:59 Why hyperliquid:native Is a “Pristine Asset” 35:52 Crypto Transparency + Founder Accountability 43:20 Building Nest For The Long Term 51:50 USDC Acquiring Native Markets's $USDH 59:43 Favorite Cut Of Meat
1:02:24

HyperMeat x Ace of nest🥩 0:00 Intro 01:26 Sponsors: Silhouette, Awaken, Purrposeful x HyBridge x PiP 02:29 Ace’s Background + Finding Hyperliquid 09:14 What Is Nest Exchange? 10:24 $Nest Tokenomics + veNEST Explained 14:03 HYPE Spring + HYPE Engine 18:11 HYPE Engine Vault Strategy 22:19 Weekly HYPE Rewards + “Raining HYPE” 24:21 Why Mercenary Farming Hurts Crypto 25:18 Earning Yield With HYPE On Nest 27:59 Why hyperliquid:native Is a “Pristine Asset” 35:52 Crypto Transparency + Founder Accountability 43:20 Building Nest For The Long Term 51:50 USDC Acquiring Native Markets's $USDH 59:43 Favorite Cut Of Meat

beef.hl HYPERMEAT

13,904 görüntüleme • 2 ay önce

After Ethena announced Convergence and launched Pumpswap, the question arises: are Layer 1s doomed? Ryan Watkins says that many apps are making more money than other base layers. On Unchained, he discusses: 💰 Why apps are launching their own chains 🤔 What this means for the future of layer 1s 🔥 Who wins in the battle of apps vs. blockchains? Timestamps: 💰 2:12 Why apps are out-earning the blockchains they run on 🔗 5:44 Ethena’s move: why it’s launching its own chain 📈 8:33 The rise of “Fat Apps” and what it means for crypto 🚀 12:50 How today’s crypto founders think differently from past builders 🏆 15:51 The blockchain architectures that will dominate ⚖️ 22:32 Whether L1s can compete in this new environment 📊 24:27 How blockchains accrue value and why MEV isn’t the best metric Thank you to our sponsors! Bitkey: Use code UNCHAINED for 20% off FalconX Mantle
30:21

After Ethena announced Convergence and launched Pumpswap, the question arises: are Layer 1s doomed? Ryan Watkins says that many apps are making more money than other base layers. On Unchained, he discusses: 💰 Why apps are launching their own chains 🤔 What this means for the future of layer 1s 🔥 Who wins in the battle of apps vs. blockchains? Timestamps: 💰 2:12 Why apps are out-earning the blockchains they run on 🔗 5:44 Ethena’s move: why it’s launching its own chain 📈 8:33 The rise of “Fat Apps” and what it means for crypto 🚀 12:50 How today’s crypto founders think differently from past builders 🏆 15:51 The blockchain architectures that will dominate ⚖️ 22:32 Whether L1s can compete in this new environment 📊 24:27 How blockchains accrue value and why MEV isn’t the best metric Thank you to our sponsors! Bitkey: Use code UNCHAINED for 20% off FalconX Mantle

Laura Shin

70,514 görüntüleme • 1 yıl önce

The competition was tough to win Robinhood’s business. In this episode, Offchain Labs CEO Steven Goldfeder explains: 🧠 Why Robinhood picked the Arbitrum stack (instead of Solana’s) 💸 How the choice turned gas fees into revenue for Robinhood 📈 What tokenized stocks mean for DeFi 🎨 Why better UX is crypto’s biggest unlock and more! Timestamps: 🎬 0:00 Intro 🚀 1:44 Why Robinhood chose Arbitrum and how much control they really have 🧑‍💻 6:38 How Arbitrum Stylus could power better UX for Robinhood and beyond 🌊 10:26 Why liquidity fragmentation is still a major unsolved problem 🧲 11:41 What makes MEV capture so attractive to big players like Robinhood 🏆 13:48 Why tokenized stocks might be the “big prize” on Arbitrum 🌐 16:12 What it means to be part of the Arbitrum ecosystem 📊 18:02 How tokenized equities could change investing and what the risks are 🏛️ 21:11 Why the Arbitrum DAO stands to gain from this partnership 🔧 22:17 How Steven thinks fragmentation can be fixed more easily than most believe 🌉 25:52 Where the crypto-TradFi convergence is headed next 💬 29:40 Why Steven defends Ethereum and calls out the critics of L2s Thank you to our sponsors! @AskFocal Ledn
34:18

The competition was tough to win Robinhood’s business. In this episode, Offchain Labs CEO Steven Goldfeder explains: 🧠 Why Robinhood picked the Arbitrum stack (instead of Solana’s) 💸 How the choice turned gas fees into revenue for Robinhood 📈 What tokenized stocks mean for DeFi 🎨 Why better UX is crypto’s biggest unlock and more! Timestamps: 🎬 0:00 Intro 🚀 1:44 Why Robinhood chose Arbitrum and how much control they really have 🧑‍💻 6:38 How Arbitrum Stylus could power better UX for Robinhood and beyond 🌊 10:26 Why liquidity fragmentation is still a major unsolved problem 🧲 11:41 What makes MEV capture so attractive to big players like Robinhood 🏆 13:48 Why tokenized stocks might be the “big prize” on Arbitrum 🌐 16:12 What it means to be part of the Arbitrum ecosystem 📊 18:02 How tokenized equities could change investing and what the risks are 🏛️ 21:11 Why the Arbitrum DAO stands to gain from this partnership 🔧 22:17 How Steven thinks fragmentation can be fixed more easily than most believe 🌉 25:52 Where the crypto-TradFi convergence is headed next 💬 29:40 Why Steven defends Ethereum and calls out the critics of L2s Thank you to our sponsors! @AskFocal Ledn

Laura Shin

53,073 görüntüleme • 1 yıl önce

DROPS E25: Shaaran 🛸 from Multipli.fi: Why Trillions Will Soon Move On-Chain! In this episode, Shaaran breaks down why stablecoins, tokenization, on-chain yield, and the US debt system are all converging into the biggest shift crypto has ever seen - and how Multipli is building the infrastructure to power it. We talk about: - How Shaaran went from 13-year-old Solidity hacker to building a million-user exchange - Why “stablecoins aren’t stable” and how the US debt system resembles a Ponzi - Why the US wants stablecoin adoption - and why yields can’t be passed - The coming tokenization wave: gold, oil, bank reserves, sovereign wealth, everything - The coming “global hunt for yield” as trillions move on-chain - How Multipli helps any asset (BTC, gold, RWA) - generate transparent, risk-adjusted yield And much more! Timestamps 0:00 Introduction 1:29 Welcome To Drops 2:10 Having A Crazy Week 2:42 Who Is Shaaran 4:06 How Shaaran Found Interest In Ethereum 5:04 Something To Help Build Trust 6:12 You Left And Came Back, Why? 7:28 Where Does The Fire In The Belly Come From 9:04 Why Is Blockchain Beautiful 10:19 Where The Fascination With Crypto Comes From 11:39 Stable Coins Losing 5% Per Year 11:57 What Is A Ponzi Scheme 12:45 Ponzi Scheme Connected With U.S Government 15:47 When Did This System Start 17:47 How Could A 5% Rate Jump To 10% 19:03 What If The Rates Go Down 20:52 Why Stable Coins Matter For The U.S 24:56 Why The Yield Bill Not Allowed To Be Passed 26:12 Trillions Of Dollars In Banks Tokenized, Why? 30:26 0% Yield On Tokenized Assets? 31:36 No Built In Yield Explained To Mom 33:27 What Happens To Yield Once Everything’s Tokenized 35:16 Explain Multipli To Your Mom 35:50 Why Take The Risk For 3–4% Yield 38:29 How Much Bitcoin Is In Your Protocol 39:12 Explain How Blackrock Cracked The Code On ETFs 40:42 Examples Of Multipli Producing Yield 44:15 What Does Overcollaterized Mean 45:02 Risk For Losing My Gold 45:58 One Thing To Remember
47:15

DROPS E25: Shaaran 🛸 from Multipli.fi: Why Trillions Will Soon Move On-Chain! In this episode, Shaaran breaks down why stablecoins, tokenization, on-chain yield, and the US debt system are all converging into the biggest shift crypto has ever seen - and how Multipli is building the infrastructure to power it. We talk about: - How Shaaran went from 13-year-old Solidity hacker to building a million-user exchange - Why “stablecoins aren’t stable” and how the US debt system resembles a Ponzi - Why the US wants stablecoin adoption - and why yields can’t be passed - The coming tokenization wave: gold, oil, bank reserves, sovereign wealth, everything - The coming “global hunt for yield” as trillions move on-chain - How Multipli helps any asset (BTC, gold, RWA) - generate transparent, risk-adjusted yield And much more! Timestamps 0:00 Introduction 1:29 Welcome To Drops 2:10 Having A Crazy Week 2:42 Who Is Shaaran 4:06 How Shaaran Found Interest In Ethereum 5:04 Something To Help Build Trust 6:12 You Left And Came Back, Why? 7:28 Where Does The Fire In The Belly Come From 9:04 Why Is Blockchain Beautiful 10:19 Where The Fascination With Crypto Comes From 11:39 Stable Coins Losing 5% Per Year 11:57 What Is A Ponzi Scheme 12:45 Ponzi Scheme Connected With U.S Government 15:47 When Did This System Start 17:47 How Could A 5% Rate Jump To 10% 19:03 What If The Rates Go Down 20:52 Why Stable Coins Matter For The U.S 24:56 Why The Yield Bill Not Allowed To Be Passed 26:12 Trillions Of Dollars In Banks Tokenized, Why? 30:26 0% Yield On Tokenized Assets? 31:36 No Built In Yield Explained To Mom 33:27 What Happens To Yield Once Everything’s Tokenized 35:16 Explain Multipli To Your Mom 35:50 Why Take The Risk For 3–4% Yield 38:29 How Much Bitcoin Is In Your Protocol 39:12 Explain How Blackrock Cracked The Code On ETFs 40:42 Examples Of Multipli Producing Yield 44:15 What Does Overcollaterized Mean 45:02 Risk For Losing My Gold 45:58 One Thing To Remember

MR SHIFT 🦁

63,623 görüntüleme • 7 ay önce

As Trump’s tariffs stir up markets, Arthur Hayes explains: 💸 The incoming “fiat liquidity bonanza” 😰 Binance’s ineffective “fatal blow” on Hyperliquid 💥 What Ethena’s Converge means for Ethereum 😬 A spicy take on Circle’s IPO Timestamps: 😰 4:07 Does Trump’s tariff rationale make sense? 💲 10:49 The upcoming “fiat liquidity bonanza” and what it means for crypto 🫤 20:18 What’s wrong with a Bitcoin Strategic Reserve? 💥 24:20 The Hyperliquid brouhaha and the decentralization pipe dream 💪 32:04 Why Binance and OKX's “fatal blow” on Hyperliquid didn’t work ⚖️ 37:57 Trump’s pardon of Hayes and his visit to Mar-a-Lago 👀 46:27 How Ethena’s Converge chain affects Ethereum 🤼‍♀️ 52:58 SOL vs ETH: Which is a better buy right now? 😬 57:12 Hayes’ opinion of USDC’s Circle filing for an IPO 🤔 1:00:18 How does Hayes suss out potential investments? 📈 1:03:11 Price predictions on BTC, ETH and SOL Thank you to our sponsors, Bitwise, and Human Rights Foundation (HRF)!
1:06:25

As Trump’s tariffs stir up markets, Arthur Hayes explains: 💸 The incoming “fiat liquidity bonanza” 😰 Binance’s ineffective “fatal blow” on Hyperliquid 💥 What Ethena’s Converge means for Ethereum 😬 A spicy take on Circle’s IPO Timestamps: 😰 4:07 Does Trump’s tariff rationale make sense? 💲 10:49 The upcoming “fiat liquidity bonanza” and what it means for crypto 🫤 20:18 What’s wrong with a Bitcoin Strategic Reserve? 💥 24:20 The Hyperliquid brouhaha and the decentralization pipe dream 💪 32:04 Why Binance and OKX's “fatal blow” on Hyperliquid didn’t work ⚖️ 37:57 Trump’s pardon of Hayes and his visit to Mar-a-Lago 👀 46:27 How Ethena’s Converge chain affects Ethereum 🤼‍♀️ 52:58 SOL vs ETH: Which is a better buy right now? 😬 57:12 Hayes’ opinion of USDC’s Circle filing for an IPO 🤔 1:00:18 How does Hayes suss out potential investments? 📈 1:03:11 Price predictions on BTC, ETH and SOL Thank you to our sponsors, Bitwise, and Human Rights Foundation (HRF)!

Laura Shin

55,032 görüntüleme • 1 yıl önce

What if a crypto balance sheet was not just sitting there? What if it could become a growth engine? hyunsu.hl explains why Hyperion is building beyond the treasury model and how DeFi monetization, staking, and validator economics could create a new kind of public market company. Here’s my conversation with Hyunsu Jung. Timestamps: 0:00 - Why Hyperion DeFi is not just another crypto treasury 1:22 - Why Hyperliquid created a new kind of public company 3:03 - Hyunsu Jung’s background before Hyperion 5:31 - What most people still miss about DeFi monetization 7:30 - Why Hyperliquid is becoming a serious trading venue 9:21 - Breaking down the triple dip strategy 12:08 - The five revenue streams behind Hyperion 15:11 - How off chain capital connects to on chain DeFi 16:23 - The profit model and why execution matters 19:25 - What makes Hyperion different from MicroStrategy 21:04 - Why Hyperliquid’s numbers are hard to ignore 24:25 - Why traditional traders are paying attention now 28:06 - How investors can access Hyperion DeFi through public markets 30:07 - The Inovia pivot and the investors behind Hyperion 32:53 - What could break the model and how risk is managed 35:20 - Why Hyperion is all in on Hyperliquid 37:39 - HIP4, new market structures, and what comes next 39:47 - Inside the team building Hyperion 41:04 - Will more DATs launch on Hyperliquid 43:57 - Lightning round on HYPE, DeFi, and real alpha 47:13 - Hyunsu Jung on meaning, leadership, and building at the right time Watch the full video on YouTube: #HyunsuJung #ConstantinKogan #HyperionDeFi #Hyperliquid #DeFi #Crypto #PublicMarkets #DigitalAssetTreasury #HYPE #Blockchain #HolisticInvestments
51:27

What if a crypto balance sheet was not just sitting there? What if it could become a growth engine? hyunsu.hl explains why Hyperion is building beyond the treasury model and how DeFi monetization, staking, and validator economics could create a new kind of public market company. Here’s my conversation with Hyunsu Jung. Timestamps: 0:00 - Why Hyperion DeFi is not just another crypto treasury 1:22 - Why Hyperliquid created a new kind of public company 3:03 - Hyunsu Jung’s background before Hyperion 5:31 - What most people still miss about DeFi monetization 7:30 - Why Hyperliquid is becoming a serious trading venue 9:21 - Breaking down the triple dip strategy 12:08 - The five revenue streams behind Hyperion 15:11 - How off chain capital connects to on chain DeFi 16:23 - The profit model and why execution matters 19:25 - What makes Hyperion different from MicroStrategy 21:04 - Why Hyperliquid’s numbers are hard to ignore 24:25 - Why traditional traders are paying attention now 28:06 - How investors can access Hyperion DeFi through public markets 30:07 - The Inovia pivot and the investors behind Hyperion 32:53 - What could break the model and how risk is managed 35:20 - Why Hyperion is all in on Hyperliquid 37:39 - HIP4, new market structures, and what comes next 39:47 - Inside the team building Hyperion 41:04 - Will more DATs launch on Hyperliquid 43:57 - Lightning round on HYPE, DeFi, and real alpha 47:13 - Hyunsu Jung on meaning, leadership, and building at the right time Watch the full video on YouTube: #HyunsuJung #ConstantinKogan #HyperionDeFi #Hyperliquid #DeFi #Crypto #PublicMarkets #DigitalAssetTreasury #HYPE #Blockchain #HolisticInvestments

Constantin Kogan

31,491 görüntüleme • 2 ay önce

After an Incredible 2024 for USDe, Ethena Plans to Supercharge Growth On Unchained, Ethena Labs’s founder leptokurtic shares: ✅ How Ethena grew past OG DeFi protocols 👀 His target for USDe next year 🚀 TradFi’s billion-dollar potential in crypto 💹 How onchain strategies yield triple digits Timestamps: 01:52 The rapid rise of USDe and what surprised Guy about its ascent 05:11 Ethena’s growth plans for 2025 07:36 Ethena’s role in launching UStb 11:52 Regulatory challenges across different regions 16:24 Could a U.S. launch for USDe happen with a friendlier administration? 20:56 Why Ethena’s reserve fund hasn’t been tapped yet 22:22 How Ethena surpassed OG protocols, including Ethereum, Uniswap, etc., in fees 25:14 USDe’s growing role in DeFi applications 27:17 The “Aavethena” strategy and how it generates yield 30:38 Risks of liquidations tied to USDe 33:48 Supercharging growth with Pendle’s PT tokens on Aave 36:15 How Ethena mitigates centralization risks with exchanges 40:39 Guy’s thoughts on Ethena’s cross-chain strategy struggles 43:19 Why ENA has performed well despite airdrop fatigue 48:42 Why this bull cycle feels different 52:44 Guy’s target for 2025 Thank you to our sponsors! Polkadot Robinhood & Arbitrum
54:46

After an Incredible 2024 for USDe, Ethena Plans to Supercharge Growth On Unchained, Ethena Labs’s founder leptokurtic shares: ✅ How Ethena grew past OG DeFi protocols 👀 His target for USDe next year 🚀 TradFi’s billion-dollar potential in crypto 💹 How onchain strategies yield triple digits Timestamps: 01:52 The rapid rise of USDe and what surprised Guy about its ascent 05:11 Ethena’s growth plans for 2025 07:36 Ethena’s role in launching UStb 11:52 Regulatory challenges across different regions 16:24 Could a U.S. launch for USDe happen with a friendlier administration? 20:56 Why Ethena’s reserve fund hasn’t been tapped yet 22:22 How Ethena surpassed OG protocols, including Ethereum, Uniswap, etc., in fees 25:14 USDe’s growing role in DeFi applications 27:17 The “Aavethena” strategy and how it generates yield 30:38 Risks of liquidations tied to USDe 33:48 Supercharging growth with Pendle’s PT tokens on Aave 36:15 How Ethena mitigates centralization risks with exchanges 40:39 Guy’s thoughts on Ethena’s cross-chain strategy struggles 43:19 Why ENA has performed well despite airdrop fatigue 48:42 Why this bull cycle feels different 52:44 Guy’s target for 2025 Thank you to our sponsors! Polkadot Robinhood & Arbitrum

Laura Shin

82,248 görüntüleme • 1 yıl önce

Lido just launched dual governance. 🤝 But what does that even mean? Hasu⚡️🤖 & Vasiliy Shapovalov from Lido delve into: ⚙️How the dual governance model works 📉 Whether this dilutes LDO token value 🏛️ What this means for DeFi—and if others will follow 🏦 Whether this might get institutions off the sidelines Timestamps: 🎬 0:00 Intro 🧩 2:07 What problem Lido’s new governance model is actually solving ⚙️ 7:33 How dual governance works—and why it’s such a big shift 🚀 15:32 Why Hasu says this changes everything for Lido 🧠 22:20 What the team had to weigh when designing the system 🛡️ 30:26 How Lido built in resistance to attacks 📉 32:02 Whether this system weakens the value of the LDO token 🗳️ 38:58 How they’re thinking about fixing DeFi’s voter apathy problem 🏦 45:29 Whether institutions will see this as a positive sign and embrace stETH 🌐 48:01 How this compares to Sky’s “emergency shutdown”—and whether DeFi will follow suit Thank you to for sponsoring this episode!
57:12

Lido just launched dual governance. 🤝 But what does that even mean? Hasu⚡️🤖 & Vasiliy Shapovalov from Lido delve into: ⚙️How the dual governance model works 📉 Whether this dilutes LDO token value 🏛️ What this means for DeFi—and if others will follow 🏦 Whether this might get institutions off the sidelines Timestamps: 🎬 0:00 Intro 🧩 2:07 What problem Lido’s new governance model is actually solving ⚙️ 7:33 How dual governance works—and why it’s such a big shift 🚀 15:32 Why Hasu says this changes everything for Lido 🧠 22:20 What the team had to weigh when designing the system 🛡️ 30:26 How Lido built in resistance to attacks 📉 32:02 Whether this system weakens the value of the LDO token 🗳️ 38:58 How they’re thinking about fixing DeFi’s voter apathy problem 🏦 45:29 Whether institutions will see this as a positive sign and embrace stETH 🌐 48:01 How this compares to Sky’s “emergency shutdown”—and whether DeFi will follow suit Thank you to for sponsoring this episode!

Laura Shin

23,852 görüntüleme • 1 yıl önce

🎙️ New The Edge Podcast 💸 How Cap Plans To Scale Stablecoin Yield With TradFi Giants Like Susquehanna and Franklin Templeton 0:00 - Intro 4:07 - Origin of cap 6:47 - Settlement for fiat vs SoV 9:12 - What are Type I stablecoins? 12:43 - Risk of regulation for Type I stablecoins 13:45 - What are Type II stablecoins? 19:38 - cap is the first Type III stablecoin 24:03 - Minting cUSD to yield aggregation 28:33 - Estimating range of yield for cUSD 32:53 - Risk of Type III stablecoins vs Type I or II 33:57 - EigenCloud slashing will be live for cap 35:39 - What happens if a strategy is exploited? 38:52 - Why Susquehanna and FT onboarded 41:33 - How are cap operators selected? 43:27 - Proving EigenLayer’s potential 48:56 - How cUSD yield is distributed 52:18 - Why deploy on MegaETH and Ethereum 54:22 - What does the name cap stand for? 55:33 - cap is built to cooperate with DeFi giants 57:49 - Idle stablecoins in cap will go to Aave 58:52 - Impeccable timing for cap design 1:01:33 - Early details on cap tokenomics 1:02:46 - Closing 🙏 Thanks to cap Founder Benjamin | cap for joining us!
1:06:06

🎙️ New The Edge Podcast 💸 How Cap Plans To Scale Stablecoin Yield With TradFi Giants Like Susquehanna and Franklin Templeton 0:00 - Intro 4:07 - Origin of cap 6:47 - Settlement for fiat vs SoV 9:12 - What are Type I stablecoins? 12:43 - Risk of regulation for Type I stablecoins 13:45 - What are Type II stablecoins? 19:38 - cap is the first Type III stablecoin 24:03 - Minting cUSD to yield aggregation 28:33 - Estimating range of yield for cUSD 32:53 - Risk of Type III stablecoins vs Type I or II 33:57 - EigenCloud slashing will be live for cap 35:39 - What happens if a strategy is exploited? 38:52 - Why Susquehanna and FT onboarded 41:33 - How are cap operators selected? 43:27 - Proving EigenLayer’s potential 48:56 - How cUSD yield is distributed 52:18 - Why deploy on MegaETH and Ethereum 54:22 - What does the name cap stand for? 55:33 - cap is built to cooperate with DeFi giants 57:49 - Idle stablecoins in cap will go to Aave 58:52 - Impeccable timing for cap design 1:01:33 - Early details on cap tokenomics 1:02:46 - Closing 🙏 Thanks to cap Founder Benjamin | cap for joining us!

DeFi Dad ⟠ defidad.eth

91,351 görüntüleme • 1 yıl önce

How the U.S. Government Can Protect the Dollar Through Stablecoins On Unchained, Chris Giancarlo and Daniel Gorfine talk about: 🛠️ Why governments should someday operate blockchain nodes 💼 Why other countries are licensing USD stablecoins before the US 🌍 FIT21 and whether the CFTC should regulate crypto 👀 How China might white label its surveillance CBDC to other countries Timestamps: 03:50 How governments should embrace blockchain technology to become better at their jobs, according to Chris 10:06 How the financial system needs to change for the younger generations 20:21 Whether the U.S. is losing ground in terms of innovation 23:37 Why stablecoins are much more than a trading instrument for crypto 32:52 Why Daniel believes that the U.S. is making the regulation of stablecoins “far more complicated than it needs to be” 36:51 Whether the dollar should be trademarked and how stablecoins affect geopolitics 46:22 What will happen to Tether (likely one of the most profitable companies per employee in history), which is not under U.S. jurisdiction 54:18 Who should be the next chair of the SEC and the need to regulate DeFi in order for it to become mainstream 1:07:23 Why Daniel thinks that some of the criticism of the FIT21 bill “doesn’t hold water” 1:12:50 Why Chris doesn’t believe China when it says it doesn’t intend to export the digital yuan 1:18:48 Whether algorithmic stablecoins should be banned, as proposed in the Lummis-Gillibrand bill
1:24:07

How the U.S. Government Can Protect the Dollar Through Stablecoins On Unchained, Chris Giancarlo and Daniel Gorfine talk about: 🛠️ Why governments should someday operate blockchain nodes 💼 Why other countries are licensing USD stablecoins before the US 🌍 FIT21 and whether the CFTC should regulate crypto 👀 How China might white label its surveillance CBDC to other countries Timestamps: 03:50 How governments should embrace blockchain technology to become better at their jobs, according to Chris 10:06 How the financial system needs to change for the younger generations 20:21 Whether the U.S. is losing ground in terms of innovation 23:37 Why stablecoins are much more than a trading instrument for crypto 32:52 Why Daniel believes that the U.S. is making the regulation of stablecoins “far more complicated than it needs to be” 36:51 Whether the dollar should be trademarked and how stablecoins affect geopolitics 46:22 What will happen to Tether (likely one of the most profitable companies per employee in history), which is not under U.S. jurisdiction 54:18 Who should be the next chair of the SEC and the need to regulate DeFi in order for it to become mainstream 1:07:23 Why Daniel thinks that some of the criticism of the FIT21 bill “doesn’t hold water” 1:12:50 Why Chris doesn’t believe China when it says it doesn’t intend to export the digital yuan 1:18:48 Whether algorithmic stablecoins should be banned, as proposed in the Lummis-Gillibrand bill

Laura Shin

19,349 görüntüleme • 2 yıl önce