Hyperliquid’s Bold Vision for DeFi | Jeff Yan | S9 E3

Bullish:

• $HYPERLIQUID - Betting on decentralized platforms like Hyperliquid becoming the foundation of the global financial system, with a strong emphasis on coordination through protocols rather than traditional management.

  • “I would definitely bet on the global financial system being on a decentralized platform, like, owned by the people.”

    Jeff·39:22

  • “I think when the vision is that big, it it's, like, necessarily built by many people. And and I'm very I'm very bullish personally on, like, coordination through protocols, not through, like, management.”

    Jeff·57:01
• $DEFI - Bullish outlook on decentralized finance, particularly the potential for decentralized exchanges (DEXs) to offer a wider variety of assets compared to centralized exchanges.

  • “I think that, actually, a structural advantage of DEXs over sexes in general is that the long tail is actually much longer and much more important, than people thought it was going to be.”

    Mike·1:25:36
• $CEFI - Positive outlook for crypto exchanges, with confidence that technical challenges like MEV (Miner Extractable Value) are solvable.

  • “I think MEV is kinda, like, one of the second order things. I'm not I'm not trivializing the problem, but I actually think it's solvable.”

    Jeff·24:14
• $STABLES - Potential for exchanges to capture yield from stablecoin balances, suggesting a positive outlook for stablecoins in the exchange ecosystem.

  • “I think that's a really interesting angle because it's taking money that's completely outside of it's not like taking from builders or users. It's just taking money from basically the US government and injecting it into your ecosystem.”

    MonetSupply·59:31