Valantis Deep Dive: Understanding the Modular Exchange Protocol | Deven & Ali

Bullish:

• $HYPERLIQUID - Hyperliquid is seen as a highly promising asset in the crypto space, with significant potential for growth. The upcoming open-sourcing of its node is expected to be a major catalyst for the ecosystem's expansion.

  • “Hype is probably the most interesting asset we've seen generated in crypto in a really, really long time. And on top of that, hype staking, I think, is like an entire world that will be explored over the next several years.”

    Deven·19:46

  • “I can't wait for the node to be open sourced. I think this is, like, honestly, like, that that's my opinion that this is, like, the largest, I think, accelerant that the Hyperliquid team could throw into the system is open sourcing the node.”

    Deven·43:37
• $STAKING - There's a strong belief in the potential of customized liquidity solutions for specific assets, particularly in the context of liquid staking tokens (LSTs).

  • “The power of customized liquidity solutions is for assets themselves. We should be building very asset specific.”

    Deven·0:00
• $VOLANTIS - Volantis is positioned favorably within the Hyperliquid ecosystem, which is showing strong cohesion and growth potential comparable to Solana's post-FTX recovery.

  • “I have not seen that happen in a really, really long time. You could maybe make the comparison of Solana post FTX, but even that didn't feel as cohesive and as the signs were there type of deal.”

    Ali·22:50

Bearish:

• $HLP - There's skepticism about the long-term prospects of HLP (Hyperliquid's liquidity provider token), with industry insights suggesting it might be deprecated or become less important in the future.

  • “I saw that something that convinced me very well is like somebody else in the industry told me that very early on that they were like, if HLP was meant to stay around, the Hyperliquid team would have just turned they would have represented it as a token on Hypercore”

    Deven·48:05