"We rarely see an incumbent maintain 90% share in a space moving as fast as crypto.
But when you look at precedents for the disrupter thesis, whether it’s Solana vs. Ethereum, USDe vs USDT/USDC, hl vs dydx etc., there is one thing you almost always see play out:
▫️The…
"We rarely see an incumbent maintain 90% share in a space moving as fast as crypto.
But when you look at precedents for the disrupter thesis, whether it’s Solana vs. Ethereum, USDe vs USDT/USDC, hl vs dydx etc., there is one thing you almost always see play out:
▫️The…
Really did not want to have to spell out why Hyperliquid is better than Aster because I thought we were all onboard with this being just a cz trade.
Was actually having some fun with this.
But these people are starting to actually drink the Kool-Aid now lmao
Really did not want to have to spell out why Hyperliquid is better than Aster because I thought we were all onboard with this being just a cz trade.
Was actually having some fun with this.
But these people are starting to actually drink the Kool-Aid now lmao
The MBS asset class is ~ $11 trillion today, much larger than it was pre-GFC, after we cleaned up best practices, rationalized risk and improved clarity.
There are many differences of course but always thought this could be analogous to the $4T crypto asset class today.
Lmao @0xTulipKing and @notthreadguy stream was cinematic.
Imagine what it was like being in an office w this guy every day for half a year.
Messari Mafia
Digital Asset Treasuries hold $105B in assets and control big chunks of the BTC, ETH, and SOL supplies.
Few have stopped to think through what this means long-term.
A thesis on how DATs can move beyond speculation and become lasting economic engines for the cryptoeconomy.
1/
Over $1.5B in long liquidations within hours just now.
No idea what caused this flash liq event just yet but good entries and positioning has been reset across multiple majors.
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