Hyperliquid’s Valuation, Crypto Markets Pullback, and the EVM Renaissance | Round Table
Episode publishedPodcast: 0xResearch0xResearch
Transcript preview
Preview only
You know how useless I am as well? I'm literally always at home fucking staying at my computer, and this woman asked me for one nice thing her entire life, and I'm just gonna go back to the Oh, I
couldn't figure it out. Damn. The intro for this episode is gonna go so hard. This
episode is sponsored by Scale. Scale has differentiated itself from other layer ones by offering users a network of gas free, interoperable EVML ones where the user experience comes first. Explore the gas free ecosystem at scale.space/ecosystem, and follow their journey on x@scalenetwork. To learn more about the gas free architecture and growth of the scale ecosystem, visit the scaleresearchhub@scale.space/research. Chaos Labs, the leading on chain risk management firm, recently launched its new flagship Oracle product, Edge. Edge delivers integrated high precision risk and price data for any
set on 0 x research is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Ryan, and our guests may hold positions in the company's funds or projects discussed. What's up, guys? Welcome back to another episode of 0 x Research. Today, I'm joined by Danny, Dan Smith, and Ryan Connor who will shortly be with us. We're gonna talk about all that is happening across markets with the first thing being hyperliquid, the greatest thing to have ever la
I can't. Ryan walked away. That was hilarious. Yeah. I think, big thing with the markets this week, there's been a ton of volatility. You know, Bitcoin flirting with a 100 k, you know, either new mark participants or existing, like, getting really excited about, you know, this this milestone. And, people loaded up on leverage, and we saw some pretty crazy like, a pretty wacky Darth Maul candle on Bitcoin recently, and surprisingly no sort of alt activity related to that until just recently, where we saw kind of more across the board liquidations, on BTC and alts, driving some of that activity.
love the coins, man. They love them so much. They wanna own, like, 20 times the amount of money they have with the coins. But, yeah, like you said, big, big liquidations. Alts got hammered, today and yesterday. To my listeners, do not check your portfolio or the charts. They do not look good. But like you said, it's like, we're close to that 100 k, and then, obviously well, not obviously. I didn't know this. That was long, but, obviously, it's a mental resistance. A lot of people are so a lot of people selling on 100 k, which makes me upset. Yeah.
I mean, it's kind of interesting to see it. Right? It took a while to break it. We break it, and then there's not, like, a ton of legs going higher. Then you fast forward, I don't know, was it 3 to 5 days, and now we're we're getting smoked. These pullbacks are pretty normal throughout history, given where we are in the cycle and and looking at previous points. I think it's kind of like everyone kinda knows these are coming and yet still gets addicted to the leverage and, plays a part in in making these massive drawdowns. But it was interesting. We're having this conversation, like, right befo
don't have anything very meaningful to add to this. I'm gonna say 2 things. First of all, I found it really funny that Donald Trump today, like, talked about how he wants Bitcoin to be a 150 k in his first few days in office. Second of all, I don't think we're close to the cycle top. And I I know deep down in your heart that you also don't think so because or else you
Keep exploring with a free account.
A free account preserves the short preview. Upgrade to Pro for the full transcript and episode chat.