Hivemind: Peak Macro Uncertainty, Hyperliquid Bull Case & the New Era of Programming
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The big FUD about HyperLiquid is, like, this is a d e y d x two point o. But I think it's reached, like you know, we're talking about 25 to 30% of Bybit's volume, like, 10% even higher, of Binance's volume on, like, a monthly basis. It's, like, reached this kind of a a escape velocity. So if you walk that market share up to, you know, from 10 to 20% and you have a little bit of a multiple expansion because, like, it's seen as not going away anymore, Like, you can pretty easily get to, like, 40 or $50. Nothing
said on the hive mind is a recommendation to buy or sell securities or tokens. This podcast is strictly for informational purposes only, and any views expressed by anyone on the show are solely our own opinions, not financial advice. Hello, everyone, and welcome to another episode of the Hivemind podcast. The goal of the podcast is to provide an inside look into what we like to call the Delphi hivemind, bringing together some of our brightest minds from each of the divisions to share insights, alpha, and shitposts. Today with us, we have the usual crew, Ceteris Paribus, head of our institution
Yeah. Yeah. I don't know. Yeah. What's my title? I
don't know, Duffy. What's your title? Yan's
personal assistant at Vence.
Scouts too. Like, boy scout for for ventures. And, yeah, I'm I'm I'm Jose. I lead Delphi Labs, our protocol r and d arm focused on incubating new web three primitives. Since we last spoke when we last spoke was after Denver. Right? It's been pretty brutal. Markets, choppy, generally down. But as we're talking today, Bitcoin's at 84 k.
Eats just down. Up from then Or no? I'm not sure.
Might be flat, but, like, stuff like ETH and SOL are definitely Total
cap is definitely down. Yeah. I
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